Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 116 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 51 |
Cutler Group LLC / CA | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.04% | 0.06% | Q4 2012 | Q3 2023 | 44 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.08% | Q4 2012 | Q2 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.47% | 2.76% | Q1 2013 | Q3 2023 | 43 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 1.08% | 1.95% | 2.59% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.51% | 0.71% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.20% | 0.41% | 0.75% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2023 | 42 |
GOLDMAN SACHS GROUP INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q2 2023 | 41 |
North Star Investment Management Corp. | 24 | 17 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 9 | 0.03% | 0.19% | 0.38% | Q3 2013 | Q3 2023 | 40 |
M&T BANK CORP | 20 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q4 2023 | 40 |
First Horizon Advisors, Inc. | 34 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.07% | 8.31% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Gradient Investments LLC | 24 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.04% | 0.50% | 3.10% | Q2 2013 | Q4 2022 | 39 |
Cetera Advisor Networks LLC | 21 | 18 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 39 |
Horizon Investment Services, LLC | 39 | 39 | 0.13% | 0.28% | 0.41% | Q1 2014 | Q3 2023 | 39 |
WBH ADVISORY INC | 36 | 3 | 0.11% | 0.59% | 1.01% | Q4 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 2 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 29 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
CYPRESS CAPITAL MANAGEMENT LLC | 38 | 38 | 0.18% | 0.98% | 3.91% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.88% | 1.27% | 1.62% | Q2 2013 | Q3 2022 | 38 |
BOKF, NA | 28 | 9 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 37 |
US BANCORP \DE\ | 36 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 37 |
Northstar Group, Inc. | 36 | 36 | 0.08% | 0.25% | 0.63% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 25 | 11 | 0.00% | 0.02% | 0.18% | Q3 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.07% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.12% | 0.67% | Q2 2013 | Q3 2023 | 35 |
Neuberger Berman Group LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 34 |
First Personal Financial Services | 34 | 34 | 0.02% | 0.30% | 0.59% | Q2 2015 | Q3 2023 | 34 |
Prospera Financial Services Inc | 22 | 1 | 0.01% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 34 |
WHITTIER TRUST CO | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MUFG Americas Holdings Corp | 28 | 5 | 0.00% | 0.01% | 0.02% | Q1 2011 | Q4 2019 | 33 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 2 | 0.02% | 0.04% | 0.14% | Q2 2010 | Q3 2023 | 33 |
VANGUARD GROUP INC | 30 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 33 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 2 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 33 |
CABOT WEALTH MANAGEMENT INC | 22 | 10 | 0.03% | 0.12% | 1.00% | Q2 2013 | Q2 2021 | 32 |
D.A. DAVIDSON & CO. | 16 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
FIRST FINANCIAL CORP /IN/ | 32 | 32 | 0.01% | 0.53% | 0.77% | Q4 2015 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.49% | 1.99% | Q4 2015 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 18 | 14 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.01% | 4.75% | 10.71% | Q4 2013 | Q3 2021 | 32 |
Raymond James Financial Services Advisors, Inc. | 22 | 10 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.19% | Q1 2016 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 20 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 22 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
FMR LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Raab & Moskowitz Asset Management LLC | 31 | 31 | 0.14% | 0.22% | 0.31% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.36% | Q4 2015 | Q3 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 23 | 7 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 30 |
Dynamic Advisor Solutions LLC | 30 | 30 | 0.06% | 0.18% | 0.36% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2020 | 30 |
CITY HOLDING CO | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
FUKOKU MUTUAL LIFE INSURANCE Co | 23 | 6 | 0.26% | 1.08% | 1.58% | Q3 2014 | Q4 2022 | 29 |
Cetera Advisors LLC | 23 | 6 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 29 |
Personal Capital Advisors Corp | 29 | 29 | 0.01% | 0.15% | 0.23% | Q4 2015 | Q4 2022 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.20% | 0.73% | Q3 2014 | Q4 2021 | 29 |
Covington Capital Management | 21 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 29 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 28 | 28 | 0.01% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Relative Value Partners Group, LLC | 17 | 5 | 0.02% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.06% | 0.15% | 0.49% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.05% | 0.43% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Trust Co | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q4 2019 | 27 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.26% | 0.75% | 1.45% | Q1 2017 | Q3 2023 | 27 |
FIRST MANHATTAN CO. LLC. | 14 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 27 |
Exchange Capital Management, Inc. | 27 | 27 | 0.09% | 0.38% | 0.75% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Brookstone Capital Management | 20 | 1 | 0.00% | 0.14% | 1.19% | Q2 2015 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2010 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 26 | 26 | 0.15% | 0.25% | 0.48% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 26 |
Institute for Wealth Management, LLC. | 9 | 3 | 0.05% | 0.19% | 0.64% | Q4 2013 | Q2 2023 | 26 |
Callan Capital, LLC | 26 | 26 | 0.08% | 0.21% | 0.36% | Q2 2017 | Q3 2023 | 26 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.26% | 0.57% | 1.02% | Q1 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.05% | 0.21% | 0.93% | Q3 2017 | Q4 2023 | 26 |
Madden Advisory Services, Inc. | 15 | 1 | 0.01% | 0.36% | 0.97% | Q2 2013 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.08% | 0.30% | Q1 2016 | Q3 2023 | 25 |
Allworth Financial LP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.11% | Q2 2017 | Q2 2023 | 25 |
Osborn Williams & Donohoe LLC | 25 | 25 | 0.03% | 0.06% | 0.09% | Q1 2014 | Q1 2020 | 25 |
Focused Wealth Management, Inc | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 25 |
Norway Savings Bank | 25 | 25 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q4 2022 | 25 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.05% | 0.14% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
GAMBLE JONES INVESTMENT COUNSEL | 24 | 24 | 0.07% | 0.35% | 0.59% | Q1 2017 | Q4 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
VICUS CAPITAL | 24 | 24 | 0.12% | 0.46% | 0.90% | Q4 2013 | Q3 2019 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 24 |
FACTORY MUTUAL INSURANCE CO | 24 | 24 | 0.67% | 1.04% | 1.54% | Q2 2013 | Q1 2019 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.10% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.21% | 0.34% | 0.42% | Q4 2015 | Q3 2021 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.13% | 0.24% | 0.42% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 18 | 6 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.19% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 21 | 1 | 0.03% | 0.08% | 0.18% | Q3 2016 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
BOYS ARNOLD & CO INC | 15 | 8 | 0.05% | 0.07% | 0.13% | Q1 2014 | Q4 2019 | 23 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Evanson Asset Management, LLC | 16 | 1 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 23 |
Sandy Spring Bank | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 3 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q3 2022 | 22 |
Acorn Wealth Advisors, LLC | 22 | 22 | 0.18% | 0.22% | 0.27% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD SECURITIES, INC. | 13 | 2 | 0.18% | 1.03% | 2.14% | Q3 2016 | Q3 2023 | 21 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.02% | 0.06% | 0.13% | Q1 2016 | Q1 2021 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 21 |
Annex Advisory Services, LLC | 21 | 21 | 0.02% | 0.14% | 0.23% | Q1 2018 | Q1 2023 | 21 |
Windham Capital Management, LLC | 19 | 2 | 0.04% | 0.18% | 0.39% | Q2 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.11% | 1.09% | Q3 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Plante Moran Financial Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 21 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Aevitas Wealth Management, Inc. | 11 | 9 | 0.01% | 0.18% | 0.32% | Q4 2017 | Q4 2022 | 20 |
NewEdge Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q3 2023 | 20 |
MEITAV INVESTMENT HOUSE LTD | 19 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q2 2023 | 20 |
PFG Advisors | 20 | 20 | 0.07% | 0.26% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2020 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Van Hulzen Asset Management, LLC | 15 | 5 | 0.04% | 0.06% | 0.09% | Q3 2015 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 20 |
Cetera Investment Advisers | 12 | 3 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
KCM INVESTMENT ADVISORS LLC | 19 | 1 | 0.04% | 0.13% | 0.37% | Q3 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.58% | 0.71% | 0.82% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.00% | 0.13% | 0.64% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 15 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.03% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Regal Investment Advisors LLC | 7 | 1 | 0.02% | 0.12% | 0.29% | Q2 2013 | Q3 2022 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.00% | 2.86% | 5.91% | Q4 2018 | Q3 2023 | 20 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 1.42% | 1.78% | 2.21% | Q1 2019 | Q3 2023 | 19 |
IFG Advisory, LLC | 18 | 1 | 0.10% | 0.48% | 0.77% | Q2 2018 | Q3 2023 | 19 |
Strategic Blueprint, LLC | 19 | 19 | 0.04% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.07% | 0.18% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.23% | 1.08% | Q2 2015 | Q3 2020 | 19 |
First PREMIER Bank | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Mutual Advisors, LLC | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.12% | 0.19% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Castle Rock Wealth Management, LLC | 17 | 2 | 0.31% | 0.80% | 2.32% | Q2 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.08% | 0.31% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Poehling Capital Management, INC. | 17 | 2 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q4 2017 | 19 |
Matrix Trust Co | 18 | 18 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 18 |
Cornerstone Wealth Management, LLC | 13 | 2 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q2 2023 | 18 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2022 | 18 |
Avantax Planning Partners, Inc. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.35% | 0.46% | 0.58% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Nelson Capital Management, LLC | 18 | 18 | 0.66% | 1.03% | 1.62% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.05% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Trinity Legacy Partners, LLC | 18 | 18 | 0.25% | 0.69% | 1.12% | Q2 2019 | Q3 2023 | 18 |
Empirical Finance, LLC | 18 | 18 | 0.04% | 0.11% | 0.17% | Q1 2017 | Q2 2021 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.07% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.07% | 0.22% | Q2 2013 | Q3 2017 | 18 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.07% | 0.15% | 0.21% | Q3 2019 | Q3 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.05% | 0.10% | 0.14% | Q1 2018 | Q1 2022 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
TD Capital Management LLC | 9 | 1 | 0.00% | 0.47% | 2.45% | Q2 2013 | Q3 2023 | 17 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.05% | 0.75% | 2.92% | Q4 2017 | Q2 2023 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 8 | 0.03% | 0.40% | 1.26% | Q4 2018 | Q1 2023 | 17 |
OPPENHEIMER & CO INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.50% | 0.66% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.32% | 0.43% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.34% | 0.65% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2022 | 16 |
FormulaFolio Investments, LLC | 14 | 1 | 0.01% | 0.07% | 0.65% | Q4 2014 | Q4 2020 | 16 |
JNBA Financial Advisors | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 16 |
TD Ameritrade Trust Co | 9 | 2 | 0.02% | 0.05% | 0.11% | Q4 2014 | Q1 2019 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.03% | 0.10% | 0.33% | Q4 2017 | Q3 2023 | 16 |
Glassman Wealth Services | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 16 |
Belpointe Asset Management LLC | 14 | 1 | 0.04% | 0.12% | 0.20% | Q4 2017 | Q1 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.74% | 1.57% | 3.23% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.01% | 0.10% | Q3 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Estate Counselors, LLC | 15 | 15 | 0.13% | 0.32% | 0.60% | Q2 2013 | Q4 2016 | 15 |
Summit Financial Strategies, Inc. | 10 | 2 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q4 2019 | 15 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2018 | 15 |
Advisors Preferred, LLC | 7 | 1 | 0.00% | 0.09% | 0.79% | Q1 2014 | Q1 2023 | 15 |
CENTRAL TRUST Co | 11 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.37% | 0.53% | 0.70% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 15 |
Private Wealth Group, LLC | 15 | 15 | 0.67% | 2.62% | 4.00% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Management, Inc. | 9 | 6 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q2 2022 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.23% | 0.46% | 0.69% | Q4 2019 | Q3 2023 | 15 |
CULBERTSON A N & CO INC | 15 | 15 | 0.04% | 0.07% | 0.08% | Q1 2018 | Q3 2021 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Joel Isaacson & Co., LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Hudock, Inc. | 10 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2022 | 15 |
TIAA, FSB | 9 | 5 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q2 2023 | 14 |
Hamilton Wealth, LLC | 9 | 5 | 0.68% | 1.83% | 3.51% | Q4 2018 | Q3 2022 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 14 |
Bison Wealth, LLC | 11 | 1 | 0.04% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Homrich & Berg | 10 | 4 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2021 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.02% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.04% | 0.17% | 0.46% | Q2 2019 | Q3 2022 | 14 |
VALLEY NATIONAL ADVISERS INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 14 |
Full Sail Capital, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Elwood & Goetz Wealth Advisory Group, LLC | 14 | 14 | 0.05% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Versant Capital Management, Inc | 14 | 14 | 0.09% | 0.11% | 0.13% | Q4 2015 | Q1 2019 | 14 |
GW HENSSLER & ASSOCIATES LTD | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
MayTech Global Investments, LLC | 12 | 1 | 0.27% | 0.55% | 1.15% | Q3 2019 | Q2 2023 | 14 |
STABLEFORD CAPITAL II LLC | 14 | 14 | 0.11% | 0.88% | 3.64% | Q1 2020 | Q2 2023 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 14 | 0.40% | 0.45% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Greenline Partners, LLC | 14 | 14 | 0.00% | 0.20% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Faithward Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.11% | 0.14% | 0.16% | Q4 2013 | Q1 2017 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.05% | 0.27% | 1.69% | Q4 2019 | Q3 2023 | 14 |
Zions Bancorporation | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.12% | 0.24% | 0.44% | Q1 2018 | Q4 2022 | 13 |
CONGRESS ASSET MANAGEMENT CO /MA | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 13 |
PIERSHALE FINANCIAL GROUP, INC. | 13 | 13 | 0.04% | 0.05% | 0.08% | Q3 2013 | Q3 2016 | 13 |
Meridian Financial Partners LLC | 10 | 1 | 0.18% | 0.38% | 0.65% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.07% | 0.52% | Q4 2016 | Q2 2021 | 13 |
Concert Wealth Management Inc. | 7 | 6 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 13 |
CUE ADVISORY SERVICES, INC. | 13 | 13 | 0.18% | 0.48% | 0.88% | Q3 2015 | Q3 2018 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.39% | 0.49% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 11 | 2 | 0.05% | 0.43% | 0.91% | Q4 2017 | Q3 2023 | 13 |
White Lighthouse Investment Management Inc. | 13 | 13 | 0.07% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 6 | 1 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q2 2023 | 13 |
Stelac Advisory Services LLC | 13 | 13 | 0.05% | 0.17% | 1.06% | Q1 2020 | Q1 2023 | 13 |
Choate Investment Advisors | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 6 | 0.04% | 0.08% | 0.30% | Q2 2019 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.11% | 0.52% | 0.88% | Q3 2020 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 13 |
QCI ASSET MANAGEMENT INC/NY | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.31% | 0.36% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.46% | 0.71% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Invst, LLC | 6 | 2 | 1.60% | 2.61% | 3.47% | Q3 2017 | Q4 2022 | 12 |
Snowden Capital Advisors LLC | 11 | 1 | 0.01% | 0.03% | 0.03% | Q3 2017 | Q4 2021 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ashfield Capital Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 12 |
DUBUQUE BANK & TRUST CO | 10 | 2 | 0.01% | 0.17% | 1.04% | Q2 2014 | Q1 2019 | 12 |
Greenwich Wealth Management LLC | 12 | 12 | 0.04% | 0.10% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.29% | 0.34% | 0.40% | Q4 2020 | Q3 2023 | 12 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 1 | 0.02% | 0.17% | 0.35% | Q2 2014 | Q2 2022 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 12 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.06% | 0.27% | Q1 2018 | Q1 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.32% | 0.53% | 0.70% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.12% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Optas, LLC | 12 | 12 | 0.06% | 0.10% | 0.20% | Q4 2019 | Q3 2022 | 12 |
Foster Group, Inc. | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AJ WEALTH STRATEGIES, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
SUNTRUST BANKS INC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Curtis Advisory Group, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 10 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 8 | 4 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 12 |
Visionary Asset Management, Inc. | 9 | 3 | 0.19% | 0.84% | 1.03% | Q4 2014 | Q3 2018 | 12 |
55I, LLC | 12 | 12 | 0.03% | 0.09% | 0.26% | Q4 2019 | Q3 2022 | 12 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2019 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.15% | 1.25% | 2.49% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.15% | 0.60% | 1.74% | Q4 2018 | Q3 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Shilanski & Associates, Inc. | 8 | 4 | 0.87% | 1.13% | 1.30% | Q3 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Robbins Farley | 9 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
McAdam, LLC | 8 | 3 | 0.02% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 11 |
PATTEN & PATTEN INC/TN | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
ROMAN BUTLER FULLERTON & CO | 11 | 11 | 0.16% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 11 |
TAP Consulting, LLC | 6 | 1 | 0.00% | 1.17% | 3.33% | Q3 2019 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.14% | 0.36% | 0.75% | Q4 2019 | Q2 2022 | 11 |
Rehmann Capital Advisory Group | 9 | 2 | 0.01% | 0.05% | 0.15% | Q3 2016 | Q2 2019 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 1 | 0.01% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 8 | 3 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2022 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Quantitative Advantage, LLC | 4 | 1 | 0.46% | 1.31% | 1.97% | Q1 2014 | Q3 2019 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.26% | 0.39% | 0.48% | Q4 2018 | Q2 2021 | 11 |
Axiom Financial Strategies, LLC | 6 | 5 | 0.12% | 0.54% | 0.81% | Q1 2020 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.15% | 0.18% | 0.25% | Q4 2019 | Q2 2022 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.64% | 0.80% | 0.96% | Q4 2020 | Q2 2023 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2016 | 11 |
Barnett & Company, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.15% | 0.23% | 0.30% | Q4 2018 | Q2 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.10% | 0.13% | 0.16% | Q1 2014 | Q1 2017 | 11 |
PLANNING DIRECTIONS INC | 11 | 11 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2010 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 10 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.14% | 0.25% | 0.86% | Q3 2016 | Q4 2018 | 10 |
MONTAG A & ASSOCIATES INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DAGCO, INC. | 10 | 10 | 0.10% | 0.22% | 0.28% | Q4 2018 | Q1 2021 | 10 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2019 | 10 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.11% | 0.54% | Q4 2018 | Q3 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.00% | 0.03% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Partnervest Advisory Services LLC | 5 | 2 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q4 2016 | 10 |
Sargent Bickham Lagudis LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 10 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 10 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 10 |
JONES FINANCIAL COMPANIES LLLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PROFFITT & GOODSON INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 10 |
DAVIDSON INVESTMENT ADVISORS | 10 | 10 | 0.09% | 0.37% | 0.51% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q1 2022 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Almanack Investment Partners, LLC. | 10 | 10 | 0.03% | 0.70% | 1.62% | Q3 2018 | Q4 2020 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.38% | 0.60% | 0.80% | Q1 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 10 | 10 | 0.04% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q4 2015 | 10 |
Aurora Private Wealth, Inc. | 5 | 5 | 0.12% | 0.46% | 0.70% | Q1 2020 | Q3 2022 | 10 |
Marshall Financial Group LLC | 10 | 10 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 10 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 10 |
Tatro Capital, LLC | 10 | 10 | 0.46% | 1.57% | 2.82% | Q4 2019 | Q1 2022 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q1 2021 | 10 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.10% | 0.54% | Q4 2018 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2023 | 9 |
COMERICA BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2021 | 9 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 9 |
Safeguard Investment Advisory Group, LLC | 8 | 1 | 0.09% | 0.72% | 2.22% | Q4 2020 | Q3 2023 | 9 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 9 |
Spruce Investment Advisors LLC | 8 | 1 | 0.30% | 1.74% | 4.45% | Q1 2015 | Q4 2017 | 9 |
Clearstead Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q2 2022 | 9 |
WESTWOOD HOLDINGS GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Clear Creek Financial Management, LLC | 9 | 9 | 0.11% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Bridge Creek Capital Management LLC | 7 | 2 | 0.08% | 0.09% | 0.13% | Q4 2015 | Q3 2023 | 9 |
INSIGHT 2811, INC. | 9 | 9 | 0.16% | 0.34% | 0.63% | Q2 2021 | Q2 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.70% | 0.82% | 0.97% | Q3 2021 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 7 | 1 | 0.02% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 1 | 0.08% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Haverford Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.14% | 0.29% | Q1 2016 | Q3 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.59% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.19% | 0.28% | 0.46% | Q4 2019 | Q3 2023 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.14% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WealthOne, LLC | 7 | 1 | 0.02% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.11% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q1 2021 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.33% | 0.79% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 8 | 8 | 0.01% | 0.13% | 0.19% | Q2 2013 | Q1 2015 | 8 |
IndexIQ Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Tranquilli Financial Advisor LLC | 6 | 1 | 0.66% | 2.79% | 3.58% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Texas Yale Capital Corp. | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2015 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 2.09% | 2.89% | 4.16% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.24% | 0.83% | 1.80% | Q4 2020 | Q3 2023 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.19% | 0.34% | 0.55% | Q4 2021 | Q3 2023 | 8 |
McClarren Financial Advisors, Inc. | 5 | 3 | 0.07% | 0.33% | 0.56% | Q3 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.04% | 0.21% | 0.31% | Q4 2019 | Q3 2021 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.05% | 0.27% | 0.55% | Q4 2018 | Q3 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Berkeley Capital Partners, LLC | 5 | 3 | 0.72% | 3.44% | 4.54% | Q1 2016 | Q4 2019 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.25% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.58% | 0.72% | 1.01% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.14% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Unconventional Investor, LLC | 8 | 8 | 9.28% | 10.93% | 12.23% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.09% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Gunma Bank,Ltd. | 4 | 1 | 0.76% | 2.58% | 4.55% | Q1 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.26% | 0.53% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 1 | 0.04% | 0.14% | 0.21% | Q3 2019 | Q4 2021 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.05% | 0.06% | 0.09% | Q3 2014 | Q2 2016 | 8 |
N.E.W. Advisory Services LLC | 8 | 8 | 0.05% | 0.07% | 0.14% | Q4 2020 | Q3 2022 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.86% | 1.34% | 1.80% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Polianta Ltd | 7 | 1 | 3.14% | 3.58% | 4.10% | Q4 2018 | Q1 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.34% | 0.43% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.38% | 0.44% | 0.49% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Windsor Creek Advisors, LLC | 7 | 7 | 0.09% | 0.26% | 0.50% | Q2 2020 | Q4 2021 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.01% | 1.45% | 5.81% | Q3 2020 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 5 | 1 | 0.07% | 0.57% | 0.79% | Q3 2020 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Cresset Asset Management, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Lattice Strategies LLC | 6 | 1 | 0.14% | 0.17% | 0.20% | Q1 2014 | Q4 2018 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Virtus ETF Advisers LLC | 7 | 7 | 0.08% | 1.30% | 3.38% | Q1 2017 | Q3 2018 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.28% | 0.40% | 0.61% | Q4 2019 | Q2 2021 | 7 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 6 | 1 | 0.12% | 0.30% | 1.34% | Q2 2013 | Q1 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Executive Wealth Management, LLC | 6 | 1 | 0.00% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q3 2021 | 7 |
Bell Rock Capital LLC | 4 | 1 | 0.24% | 0.63% | 1.02% | Q4 2019 | Q3 2022 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
LAZARD ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2021 | 7 |
OneAscent Wealth Management LLC | 7 | 7 | 0.10% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Pathway Financial Advisors LLC | 6 | 1 | 0.04% | 0.12% | 0.26% | Q4 2017 | Q4 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.05% | 0.10% | 0.19% | Q4 2021 | Q2 2023 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q2 2017 | 7 |
Parkside Financial Bank & Trust | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2020 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2017 | 7 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 6 |
COHEN & STEERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
TCF National Bank | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2021 | 6 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q2 2018 | 6 |
Allie Family Office LLC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q2 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Rench Wealth Management, Inc. | 6 | 6 | 0.12% | 0.15% | 0.16% | Q3 2018 | Q4 2019 | 6 |
Plancorp, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Newport Wealth Strategies, Inc. | 6 | 6 | 1.08% | 2.99% | 4.54% | Q2 2020 | Q3 2021 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Campbell Wealth Management | 5 | 1 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 6 |
Solitude Financial Services | 6 | 6 | 2.29% | 2.57% | 2.86% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Manchester Capital Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 6 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.06% | 0.17% | Q3 2019 | Q1 2023 | 6 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.86% | 2.18% | Q1 2016 | Q3 2019 | 6 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q2 2015 | 6 |
Pariax, LLC | 6 | 6 | 1.96% | 2.85% | 5.37% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CLEAR INVESTMENT RESEARCH, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.75% | 2.90% | 4.57% | Q1 2022 | Q2 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.09% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Blackhawk Capital Partners LLC. | 6 | 6 | 0.37% | 0.93% | 1.60% | Q4 2018 | Q1 2020 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.01% | 0.20% | 1.11% | Q1 2022 | Q3 2023 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2013 | Q4 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
CMC Financial Group | 6 | 6 | 0.26% | 0.72% | 1.44% | Q4 2018 | Q1 2020 | 6 |
O'ROURKE & COMPANY, Inc | 6 | 6 | 0.17% | 0.27% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2020 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
FSC Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.18% | 0.43% | Q4 2021 | Q1 2023 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 6 | 0.44% | 0.55% | 0.82% | Q4 2020 | Q1 2022 | 6 |
LifeSteps Financial, Inc. | 5 | 5 | 1.11% | 1.48% | 2.00% | Q4 2019 | Q4 2020 | 5 |
Quaker Wealth Management, LLC | 5 | 5 | 2.42% | 2.66% | 2.90% | Q2 2022 | Q2 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.87% | 1.49% | 2.22% | Q3 2022 | Q3 2023 | 5 |
Atlas Private Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 5 | 0.23% | 0.74% | 1.69% | Q4 2021 | Q4 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
BB&T SECURITIES, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 5 |
GODSEY & GIBB, INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2023 | 5 |
Running Point Capital Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 5 |
BCM ADVISORS, LLC | 5 | 5 | 0.16% | 6.56% | 8.35% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Sound View Wealth Advisors Group, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q4 2020 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2020 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 5 |
Dakota Wealth Management | 5 | 5 | 0.01% | 0.06% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.09% | 0.12% | 0.21% | Q3 2022 | Q3 2023 | 5 |
PERRITT CAPITAL MANAGEMENT INC | 5 | 5 | 1.06% | 1.38% | 2.06% | Q1 2019 | Q1 2020 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.12% | 0.42% | Q3 2016 | Q2 2021 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.13% | 0.20% | Q2 2022 | Q2 2023 | 5 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.04% | 0.15% | 0.41% | Q3 2020 | Q3 2023 | 5 |
COUNTRY CLUB BANK /GFN | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Grace Capital | 4 | 1 | 0.08% | 0.11% | 0.23% | Q3 2019 | Q1 2021 | 5 |
New England Private Wealth Advisors LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
ASPIRIANT, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Frontier Wealth Management LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Hall Private Wealth Advisors | 5 | 5 | 0.29% | 0.33% | 0.38% | Q2 2021 | Q2 2022 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.56% | 0.62% | 0.69% | Q3 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.16% | 0.49% | Q2 2014 | Q4 2019 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.18% | 0.36% | 0.61% | Q1 2016 | Q3 2018 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2019 | 5 |
INR ADVISORY SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 5 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 0.36% | 0.66% | 1.31% | Q4 2019 | Q4 2020 | 5 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 5 | 5 | 0.29% | 0.39% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Joule Financial, LLC | 3 | 2 | 0.38% | 0.43% | 0.46% | Q2 2022 | Q3 2023 | 5 |
Destination Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.06% | 0.11% | Q3 2015 | Q3 2016 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Signature Wealth Management Group | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
RDA Financial Network | 4 | 4 | 0.20% | 0.22% | 0.26% | Q1 2019 | Q4 2019 | 4 |
ORSER CAPITAL MANAGEMENT, LLC | 4 | 4 | 2.12% | 2.29% | 2.60% | Q1 2019 | Q4 2019 | 4 |
ACG Wealth | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.25% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.10% | 0.82% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Nan Shan Life Insurance Co., Ltd. | 3 | 1 | 0.04% | 0.13% | 0.26% | Q1 2018 | Q3 2023 | 4 |
HB Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 4 |
Secure Asset Management, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
RiverFront Investment Group, LLC | 3 | 1 | 0.17% | 0.23% | 0.41% | Q4 2008 | Q3 2010 | 4 |
Harrison & Co Wealth Management, LLC | 3 | 1 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q4 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.68% | 0.78% | 0.92% | Q4 2022 | Q3 2023 | 4 |
My Personal CFO, LLC | 4 | 4 | 0.20% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 1.04% | 1.10% | 1.22% | Q1 2017 | Q4 2017 | 4 |
MBB PUBLIC MARKETS I LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.02% | 0.31% | 0.61% | Q4 2015 | Q4 2019 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.51% | 0.52% | 0.53% | Q4 2022 | Q3 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 0.34% | 0.35% | 0.35% | Q3 2016 | Q2 2017 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.16% | 0.17% | 0.18% | Q2 2017 | Q1 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Independent Order of Foresters | 4 | 4 | 0.32% | 0.34% | 0.37% | Q2 2020 | Q1 2021 | 4 |
Integrity Financial Corp /WA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
CWA Asset Management Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.44% | 0.50% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Pension Partners, LLC | 3 | 1 | 2.01% | 2.63% | 3.59% | Q1 2016 | Q1 2017 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
InterOcean Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2020 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Briaud Financial Planning, Inc | 4 | 4 | 2.61% | 3.53% | 4.90% | Q4 2019 | Q3 2020 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.16% | 0.58% | 0.86% | Q4 2019 | Q3 2020 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.82% | 1.61% | 2.35% | Q4 2021 | Q3 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Checchi Capital Advisers, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.28% | 0.84% | 1.31% | Q2 2022 | Q1 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 1.75% | 3.48% | 5.75% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 2.31% | 2.69% | 2.88% | Q4 2022 | Q3 2023 | 4 |
Praetorian Wealth Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q4 2022 | 4 |
StoneX Group Inc. | 4 | 4 | 0.11% | 0.16% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LINCOLN CAPITAL CORP | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 1.64% | 2.53% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.13% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Kinloch Capital, LLC | 3 | 1 | 0.03% | 0.42% | 0.75% | Q4 2020 | Q3 2022 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 1.15% | 2.55% | 3.53% | Q2 2016 | Q3 2022 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
LifePlan Financial Group, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2018 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Ruggie Capital Group | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2019 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Capstone Triton Financial Group, LLC | 3 | 3 | 0.38% | 0.43% | 0.48% | Q4 2020 | Q2 2021 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.10% | 0.15% | 0.18% | Q4 2019 | Q2 2020 | 3 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
Probabilities Fund Management, LLC | 2 | 1 | 0.35% | 0.44% | 0.51% | Q2 2018 | Q1 2019 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.35% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 3 | 3 | 0.20% | 0.40% | 0.51% | Q2 2022 | Q4 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2016 | Q3 2016 | 3 |
Family Firm, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q4 2018 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
RBA Wealth Management, LLC | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.33% | 0.45% | 0.62% | Q4 2019 | Q2 2020 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Keeley-Teton Advisors, LLC | 3 | 3 | 0.10% | 0.16% | 0.21% | Q4 2018 | Q2 2019 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Alexandria Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
American Trust | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.36% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 3 |
BTS Asset Management, Inc. | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q2 2023 | 3 |
SONATA CAPITAL GROUP INC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q3 2019 | Q1 2020 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.46% | 0.64% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.31% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.50% | 1.88% | 3.36% | Q2 2019 | Q1 2020 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.22% | 0.45% | 0.66% | Q3 2021 | Q1 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.51% | 0.62% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.03% | 0.20% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Whitegate Investment Counselors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.23% | 0.66% | Q2 2016 | Q3 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 3 |
Family Investment Center, Inc. | 3 | 3 | 0.15% | 0.20% | 0.27% | Q4 2022 | Q2 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q3 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2012 | Q2 2013 | 3 |
Tandem Wealth Advisors LLC | 3 | 3 | 0.13% | 0.83% | 2.14% | Q4 2022 | Q2 2023 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 0.79% | 1.09% | 1.29% | Q3 2022 | Q1 2023 | 3 |
First Heartland Consultants, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2013 | Q2 2013 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.38% | 0.75% | Q3 2020 | Q1 2022 | 2 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 2 |
Hound Partners | 2 | 2 | 4.79% | 7.64% | 10.48% | Q2 2023 | Q3 2023 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 1.29% | 1.33% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
PagnatoKarp Partners LLC | 1 | 1 | 0.18% | 0.23% | 0.28% | Q1 2017 | Q4 2018 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Apriem Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Summit Place Financial Advisors, LLC | 2 | 2 | 3.74% | 4.32% | 4.91% | Q4 2019 | Q1 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q2 2013 | Q2 2014 | 2 |
BANK HAPOALIM BM | 2 | 2 | 1.45% | 1.50% | 1.55% | Q4 2022 | Q1 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 2 |
SWAN Capital LLC | 1 | 1 | 0.64% | 0.72% | 0.81% | Q1 2023 | Q3 2023 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2020 | Q2 2020 | 2 |
Yoder Wealth Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.61% | 0.94% | Q2 2020 | Q3 2023 | 2 |
Glassy Mountain Advisors, Inc. | 2 | 2 | 0.66% | 0.67% | 0.68% | Q2 2023 | Q3 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.35% | 0.70% | Q3 2019 | Q4 2020 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.71% | 0.91% | 1.12% | Q4 2020 | Q1 2021 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q1 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.24% | 0.48% | Q1 2020 | Q2 2020 | 2 |
Bleakley Financial Group, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q1 2015 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2016 | Q3 2016 | 2 |
FundX Investment Group, LLC | 2 | 2 | 1.22% | 1.37% | 1.52% | Q1 2019 | Q2 2019 | 2 |
BHF RG Capital Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 2.55% | 3.18% | 3.82% | Q3 2017 | Q4 2018 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.34% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.35% | 0.36% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Narwhal Capital Management | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q3 2017 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.28% | 0.33% | 0.39% | Q2 2019 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
FLAGSTAR ADVISORS INC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q4 2021 | 2 |
Ocean Endowment Partners, LLC | 2 | 2 | 0.34% | 0.55% | 0.75% | Q3 2020 | Q4 2020 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 2 |
LPWM LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.34% | 0.41% | 0.49% | Q4 2019 | Q1 2020 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q2 2014 | 2 |
Csenge Advisory Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
RBO & CO LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Davis Capital Management | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2020 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.41% | 0.44% | 0.46% | Q4 2021 | Q1 2022 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.17% | 2.13% | 3.08% | Q4 2021 | Q1 2022 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Derbend Asset Management | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Compass Advisory Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2013 | Q2 2013 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2016 | Q4 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Allied Investment Advisors, LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
FLC Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Cooper Financial Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
BCS Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2019 | Q4 2019 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2019 | Q1 2019 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q2 2023 | Q2 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Diversified, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
HC Advisors, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2020 | Q1 2020 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2022 | Q1 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 6.30% | 6.30% | 6.30% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 3.64% | 3.64% | 3.64% | Q2 2019 | Q2 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2012 | Q4 2012 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Secrest Blakey & Associates, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
FIC CAPITAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2022 | Q3 2022 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOEWS CORP /ADV | 1 | 1 | 4.44% | 4.44% | 4.44% | Q4 2014 | Q4 2014 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 8.63% | 8.63% | 8.63% | Q3 2022 | Q3 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Global Investments | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
INHERENT GROUP, LP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2020 | Q1 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regis Management CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
CABANA LLC | 1 | 1 | 11.45% | 11.45% | 11.45% | Q1 2022 | Q1 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Next Level Private LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.