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 | 104 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.11% | 0.24% | Q4 2012 | Q2 2023 | 43 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.64% | 1.05% | 1.59% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WBH ADVISORY INC | 38 | 3 | 0.32% | 0.89% | 9.07% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 22 | 19 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 34 | 7 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.14% | 8.02% | Q4 2013 | Q3 2023 | 40 |
BAILARD, INC. | 31 | 9 | 0.02% | 0.11% | 0.26% | Q3 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.10% | 0.19% | 0.31% | Q4 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 29 | 8 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2023 | 39 |
Private Advisor Group, LLC | 36 | 3 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 39 |
TRUST CO OF OKLAHOMA | 26 | 13 | 0.46% | 0.80% | 1.20% | Q4 2013 | Q3 2023 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.25% | 0.86% | 1.50% | Q2 2013 | Q3 2022 | 38 |
GOLDMAN SACHS GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.14% | 0.34% | 0.57% | Q2 2013 | Q2 2022 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q4 2022 | 35 |
Tower Research Capital LLC (TRC) | 11 | 4 | 0.00% | 0.10% | 0.85% | Q1 2014 | Q3 2023 | 35 |
Archford Capital Strategies, LLC | 34 | 34 | 0.05% | 0.47% | 1.06% | Q1 2014 | Q2 2022 | 34 |
M&T BANK CORP | 16 | 3 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 32 | 2 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 18 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 33 |
Sabal Trust CO | 32 | 32 | 0.07% | 0.12% | 0.17% | Q4 2015 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.10% | 0.22% | Q4 2015 | Q4 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 30 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 31 |
Allworth Financial LP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.24% | 0.39% | 0.57% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
SPINNAKER TRUST | 20 | 10 | 0.06% | 0.66% | 2.08% | Q1 2016 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Parsec Financial Management, Inc. | 30 | 30 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q1 2023 | 30 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 0.46% | 1.51% | 2.70% | Q2 2016 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 29 |
RiverFront Investment Group, LLC | 15 | 1 | 0.02% | 0.59% | 2.52% | Q2 2010 | Q2 2022 | 29 |
Raymond James Financial Services Advisors, Inc. | 14 | 4 | 0.01% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 29 |
SYNOVUS FINANCIAL CORP | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Personal Capital Advisors Corp | 29 | 29 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q4 2022 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Plante Moran Financial Advisors, LLC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 29 |
Pinnacle Advisory Group, Inc. | 15 | 4 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q1 2021 | 28 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 20 | 8 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Heritage Trust Co | 27 | 27 | 0.19% | 0.51% | 1.11% | Q1 2017 | Q3 2023 | 27 |
Exchange Capital Management, Inc. | 27 | 27 | 0.01% | 0.60% | 1.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q4 2019 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.02% | 0.16% | Q1 2016 | Q3 2023 | 27 |
FMR LLC | 21 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 27 |
GLENMEDE TRUST CO NA | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 27 |
Boltwood Capital Management | 21 | 6 | 0.10% | 0.29% | 1.41% | Q4 2016 | Q4 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 19 | 7 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2020 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 18 | 8 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 26 |
FIFTH THIRD SECURITIES, INC. | 14 | 11 | 0.03% | 0.32% | 1.10% | Q1 2016 | Q3 2023 | 25 |
AlphaMark Advisors, LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 19 | 6 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 25 |
AE Wealth Management LLC | 17 | 8 | 0.00% | 0.04% | 0.22% | Q4 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.11% | 0.26% | Q2 2017 | Q2 2023 | 25 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
Atria Investments, Inc | 13 | 3 | 0.02% | 0.09% | 0.22% | Q4 2016 | Q3 2023 | 24 |
CYPRESS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2016 | Q3 2022 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.19% | 0.93% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.01% | 0.15% | 0.23% | Q2 2013 | Q1 2019 | 24 |
Hudock, Inc. | 16 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.15% | 0.61% | 1.03% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 11 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 21 | 2 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q2 2023 | 23 |
Bank of New York Mellon Corp | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 22 |
Parallel Advisors, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q2 2021 | 22 |
Capital Advisors, Ltd. LLC | 18 | 3 | 0.00% | 0.07% | 0.12% | Q4 2014 | Q3 2022 | 21 |
AdvisorNet Financial, Inc | 12 | 9 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 21 |
VISTA INVESTMENT MANAGEMENT | 21 | 21 | 0.42% | 1.05% | 1.35% | Q3 2018 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 21 | 21 | 0.28% | 0.99% | 1.45% | Q3 2018 | Q3 2023 | 21 |
JAMES INVESTMENT RESEARCH INC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Goelzer Investment Management, Inc. | 17 | 1 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2019 | 20 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.23% | 0.71% | Q3 2016 | Q4 2021 | 20 |
Ledyard National Bank | 12 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2018 | 20 |
RPG Investment Advisory, LLC | 19 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.15% | 1.63% | 2.67% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 1.83% | 2.62% | 3.49% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.01% | 0.42% | 0.80% | Q2 2014 | Q3 2022 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 20 |
Callan Capital, LLC | 20 | 20 | 0.23% | 0.90% | 1.64% | Q4 2018 | Q3 2023 | 20 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 19 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q1 2023 | 19 |
TIEDEMANN ADVISORS, LLC | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
APPLETON PARTNERS INC/MA | 19 | 19 | 0.04% | 0.11% | 0.15% | Q2 2019 | Q4 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Snowden Capital Advisors LLC | 10 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 0.07% | 0.23% | 2.21% | Q4 2018 | Q3 2023 | 19 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 19 | 19 | 0.11% | 0.68% | 1.08% | Q1 2019 | Q3 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 18 | 18 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2023 | 18 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 18 | 18 | 0.01% | 0.13% | 0.22% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
Dorsey & Whitney Trust CO LLC | 18 | 18 | 0.12% | 0.21% | 0.33% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
WHITTIER TRUST CO | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MUFG Americas Holdings Corp | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2011 | Q3 2022 | 17 |
Mutual Advisors, LLC | 14 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
CONDOR CAPITAL MANAGEMENT | 15 | 1 | 0.03% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 15 | 2 | 0.02% | 0.03% | 0.09% | Q1 2016 | Q4 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Glassman Wealth Services | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
BROWN ADVISORY INC | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
1832 Asset Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 15 | 2 | 0.05% | 0.38% | 3.48% | Q3 2016 | Q3 2023 | 17 |
Advocacy Wealth Management Services, LLC | 15 | 2 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2022 | 17 |
Royal Fund Management, LLC | 14 | 1 | 0.00% | 0.60% | 1.02% | Q4 2016 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.07% | 0.16% | 0.28% | Q4 2018 | Q3 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Autus Asset Management, LLC | 16 | 16 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q4 2022 | 16 |
Advisors Capital Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.09% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 16 | 16 | 0.32% | 0.70% | 1.11% | Q2 2019 | Q1 2023 | 16 |
Bank of Marin | 16 | 16 | 0.43% | 1.33% | 1.57% | Q4 2019 | Q3 2023 | 16 |
CHEMICAL BANK | 12 | 4 | 0.02% | 0.03% | 0.08% | Q2 2015 | Q2 2019 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.68% | 2.29% | 3.22% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
First PREMIER Bank | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 1.77% | 2.42% | 3.10% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Jacobi Capital Management LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.12% | 0.39% | 0.61% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 13 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 15 |
Spearhead Capital Advisors, LLC | 14 | 1 | 0.05% | 0.11% | 0.20% | Q3 2018 | Q2 2022 | 15 |
Keel Point, LLC | 9 | 1 | 0.04% | 0.33% | 2.71% | Q4 2015 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
Sigma Planning Corp | 9 | 2 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 14 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q4 2017 | 14 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2018 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
FIRST MANHATTAN CO. LLC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Triangle Securities Wealth Management | 14 | 14 | 0.11% | 0.18% | 0.36% | Q2 2020 | Q3 2023 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 6 | 0.00% | 0.01% | 0.13% | Q1 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 14 |
FIRST NATIONAL CORP /MA/ /ADV | 6 | 3 | 0.05% | 0.38% | 1.16% | Q4 2018 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.31% | 0.39% | 0.51% | Q4 2013 | Q1 2017 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2017 | 14 |
Evensky & Katz LLC | 14 | 14 | 0.00% | 2.55% | 4.04% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.03% | 0.38% | 0.49% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 14 |
Wealth Alliance | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 13 |
OPPENHEIMER & CO INC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Visionary Asset Management, Inc. | 9 | 1 | 0.08% | 0.77% | 1.03% | Q4 2014 | Q3 2018 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q2 2016 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Country Club Trust Company, n.a. | 12 | 1 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q4 2021 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q2 2019 | 13 |
CULLEN/FROST BANKERS, INC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 6 | 0.05% | 0.09% | 0.11% | Q4 2014 | Q1 2018 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 13 |
TIAA, FSB | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 13 |
INGALLS & SNYDER LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WATERS PARKERSON & CO., LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Institute for Wealth Management, LLC. | 10 | 3 | 0.13% | 0.16% | 0.18% | Q2 2019 | Q3 2023 | 13 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q1 2022 | 13 |
Estate Counselors, LLC | 13 | 13 | 0.01% | 1.26% | 1.84% | Q3 2018 | Q3 2021 | 13 |
Endurance Wealth Management, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 13 |
Praetorian Wealth Management, Inc. | 13 | 13 | 0.14% | 1.33% | 1.84% | Q3 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2010 | Q3 2023 | 12 |
Baker Avenue Asset Management, LP | 8 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Bison Wealth, LLC | 11 | 1 | 0.03% | 0.04% | 0.12% | Q2 2015 | Q2 2022 | 12 |
Madrona Financial Services, LLC | 12 | 12 | 0.12% | 1.20% | 2.80% | Q4 2020 | Q3 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.24% | 0.30% | 0.37% | Q1 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Renaissance Technologies | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.05% | 0.20% | 1.05% | Q2 2016 | Q4 2021 | 12 |
COMMERCE BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 12 |
BOYS ARNOLD & CO INC | 10 | 2 | 0.05% | 0.07% | 0.08% | Q3 2015 | Q3 2018 | 12 |
IEQ CAPITAL, LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q4 2022 | 12 |
55I, LLC | 11 | 1 | 0.09% | 0.26% | 0.93% | Q3 2019 | Q3 2022 | 12 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2017 | 12 |
Aptus Capital Advisors, LLC | 7 | 5 | 0.00% | 0.00% | 0.04% | Q2 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.08% | 0.41% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 8 | 4 | 0.10% | 0.24% | 0.42% | Q3 2020 | Q3 2023 | 12 |
Kore Private Wealth LLC | 11 | 1 | 0.01% | 0.13% | 0.38% | Q4 2018 | Q1 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
FORESTERS ASSET MANAGEMENT INC. | 12 | 12 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q2 2019 | 12 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
MOTCO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Bray Capital Advisors | 5 | 2 | 0.00% | 0.10% | 0.33% | Q2 2015 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 3 | 0.00% | 0.12% | 0.34% | Q4 2020 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 7 | 4 | 0.31% | 1.64% | 3.63% | Q4 2017 | Q3 2020 | 11 |
Campion Asset Management | 11 | 11 | 1.01% | 1.57% | 2.16% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.12% | 0.13% | 0.17% | Q1 2014 | Q1 2017 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.12% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.04% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 2 | 0.12% | 0.23% | 0.45% | Q3 2016 | Q1 2022 | 11 |
Maltin Wealth Management, Inc. | 6 | 1 | 0.01% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 11 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.03% | 0.30% | 0.62% | Q3 2013 | Q3 2016 | 11 |
Wellington Shields Capital Management, LLC | 7 | 4 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
LUCAS CAPITAL MANAGEMENT | 5 | 1 | 0.50% | 1.01% | 1.94% | Q2 2017 | Q4 2020 | 11 |
Pacific Center for Financial Services | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
First Heartland Consultants, Inc. | 10 | 10 | 0.05% | 0.23% | 0.37% | Q3 2014 | Q4 2016 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 4 | 0.02% | 0.65% | 5.73% | Q2 2020 | Q4 2023 | 10 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2021 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q2 2016 | 10 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q4 2022 | 10 |
Cetera Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.40% | 0.80% | 1.29% | Q1 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.04% | 0.10% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Grace Capital | 9 | 1 | 0.42% | 0.77% | 2.04% | Q1 2019 | Q3 2021 | 10 |
Tatro Capital, LLC | 10 | 10 | 2.34% | 4.35% | 6.14% | Q4 2019 | Q1 2022 | 10 |
Capital Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Abbot Financial Management, Inc. | 7 | 3 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q3 2020 | 10 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.03% | 0.13% | 0.33% | Q2 2017 | Q4 2019 | 10 |
Cordasco Financial Network | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 10 |
JONES FINANCIAL COMPANIES LLLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
FIRST NATIONAL TRUST CO | 9 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 2 | 0.06% | 0.61% | 1.16% | Q4 2013 | Q2 2017 | 9 |
Karp Capital Management Corp | 9 | 9 | 0.86% | 1.43% | 2.21% | Q4 2014 | Q4 2016 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2015 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Narus Financial Partners, LLC | 4 | 2 | 0.23% | 0.72% | 1.46% | Q4 2016 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Lattice Strategies LLC | 6 | 1 | 0.16% | 0.21% | 0.26% | Q1 2014 | Q2 2017 | 9 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 9 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2016 | 9 |
Meridian Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Sargent Bickham Lagudis LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 9 |
Invst, LLC | 7 | 1 | 1.34% | 1.88% | 2.95% | Q3 2019 | Q3 2023 | 9 |
Affiance Financial, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Simplicity Solutions, LLC | 6 | 3 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.24% | 1.05% | Q1 2014 | Q1 2016 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q4 2021 | 9 |
Tranquilli Financial Advisor LLC | 6 | 3 | 1.52% | 2.80% | 3.85% | Q4 2020 | Q3 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.03% | 0.14% | 0.35% | Q2 2020 | Q2 2022 | 9 |
ACCESS FINANCIAL SERVICES, INC. | 7 | 1 | 0.78% | 0.96% | 1.59% | Q3 2021 | Q3 2023 | 8 |
Homrich & Berg | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 8 |
Venturi Wealth Management, LLC | 5 | 3 | 0.00% | 0.09% | 0.20% | Q3 2017 | Q3 2023 | 8 |
Quantitative Advantage, LLC | 4 | 4 | 0.68% | 1.10% | 1.94% | Q2 2019 | Q3 2021 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 2.18% | 4.12% | 5.44% | Q4 2020 | Q3 2023 | 8 |
Mission Creek Capital Partners, Inc. | 5 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2018 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Curran Financial Partners, LLC | 4 | 1 | 1.43% | 2.84% | 3.80% | Q4 2020 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 6 | 2 | 0.04% | 0.12% | 0.35% | Q2 2020 | Q2 2023 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.83% | 2.93% | Q4 2013 | Q2 2020 | 8 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2019 | 8 |
Cribstone Capital Management, LLC | 6 | 2 | 0.00% | 0.10% | 0.81% | Q2 2016 | Q4 2022 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.03% | 0.92% | 2.40% | Q4 2018 | Q3 2021 | 8 |
TELEMUS CAPITAL, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CX Institutional | 4 | 1 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 8 |
Chevy Chase Trust Holdings, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.17% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Tower View Wealth Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.16% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.05% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q2 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Thomasville National Bank | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Family Firm, Inc. | 7 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q4 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 3 | 0.74% | 0.84% | 0.93% | Q4 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Source Financial Advisors LLC | 7 | 7 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q2 2022 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2015 | 7 |
MONETARY MANAGEMENT GROUP INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Avitas Wealth Management LLC | 5 | 2 | 0.10% | 0.39% | 1.53% | Q4 2018 | Q3 2022 | 7 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 7 | 7 | 0.08% | 0.14% | 0.19% | Q4 2020 | Q2 2022 | 7 |
ADIRONDACK TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Brown Miller Wealth Management, LLC | 7 | 7 | 0.22% | 0.27% | 0.33% | Q4 2020 | Q2 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 2 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.14% | 0.22% | Q3 2019 | Q1 2021 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.39% | 1.44% | 3.05% | Q4 2021 | Q2 2023 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Archer Investment Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
One Charles Private Wealth Services, LLC | 5 | 1 | 0.15% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.46% | 0.53% | 0.59% | Q4 2019 | Q2 2021 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 4 | 3 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 7 | 0.52% | 0.57% | 0.64% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 7 | 7 | 0.15% | 2.05% | 4.40% | Q1 2016 | Q3 2017 | 7 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.04% | 0.17% | Q3 2017 | Q1 2023 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q4 2022 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 7 |
Blue Fin Capital, Inc. | 7 | 7 | 0.11% | 0.18% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.28% | Q2 2016 | Q4 2019 | 7 |
Astor Investment Management LLC | 4 | 1 | 0.51% | 1.52% | 2.26% | Q3 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.05% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.70% | 0.96% | 1.46% | Q4 2021 | Q2 2023 | 7 |
BLB&B Advisors, LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.50% | 1.74% | Q4 2021 | Q3 2023 | 7 |
Greytown Advisors Inc. | 7 | 7 | 1.36% | 2.23% | 2.90% | Q1 2022 | Q3 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.12% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Doyle Wealth Management | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 6 | 1 | 0.00% | 0.11% | 0.15% | Q3 2018 | Q3 2021 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.18% | 0.29% | 0.72% | Q1 2022 | Q3 2023 | 7 |
Firestone Capital Management | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 7 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 6 |
Banco Santander, S.A. | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 6 |
AFAM CAPITAL, INC. | 3 | 1 | 0.04% | 0.11% | 0.17% | Q1 2014 | Q1 2017 | 6 |
Caprock Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Freedom Investment Management, Inc. | 3 | 3 | 0.03% | 0.16% | 0.40% | Q4 2018 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Dynamic Advisor Solutions LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 6 |
JT Stratford LLC | 4 | 2 | 0.19% | 0.32% | 0.40% | Q4 2016 | Q3 2022 | 6 |
Kinloch Capital, LLC | 3 | 3 | 0.68% | 2.71% | 5.47% | Q4 2020 | Q3 2023 | 6 |
McClarren Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Private Wealth Advisors, LLC | 6 | 6 | 2.02% | 2.29% | 2.63% | Q4 2018 | Q1 2020 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LPWM LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 6 |
Glenview Trust Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2014 | 6 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.49% | 0.52% | 0.57% | Q3 2015 | Q4 2016 | 6 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.06% | 0.28% | 0.92% | Q1 2016 | Q2 2023 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Weatherstone Capital Management | 2 | 1 | 0.13% | 0.37% | 0.50% | Q2 2014 | Q2 2017 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2016 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bigelow Investment Advisors, LLC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q3 2018 | Q4 2019 | 6 |
Corsicana & Co. | 6 | 6 | 0.72% | 0.84% | 0.94% | Q2 2021 | Q3 2022 | 6 |
Foundations Investment Advisors, LLC | 5 | 1 | 0.01% | 0.11% | 0.38% | Q3 2020 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.65% | 1.30% | 2.24% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.40% | 0.44% | 0.48% | Q4 2021 | Q1 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.04% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Quaker Wealth Management, LLC | 4 | 2 | 0.17% | 0.64% | 1.32% | Q4 2020 | Q2 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.06% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 1.14% | 1.42% | 1.83% | Q2 2022 | Q3 2023 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2023 | 5 |
Lehman & Derafelo Financial Resources LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 5.04% | 6.90% | 7.61% | Q4 2020 | Q4 2021 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.01% | 0.07% | 0.14% | Q3 2017 | Q2 2020 | 5 |
Allied Investment Advisors, LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Financial & Tax Architects, LLC | 3 | 2 | 0.25% | 0.32% | 0.43% | Q1 2021 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 3 | 2 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 5 |
ALTFEST L J & CO INC | 3 | 2 | 0.24% | 1.70% | 2.71% | Q3 2017 | Q3 2023 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.23% | 0.41% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q2 2023 | 5 |
VANGUARD GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.38% | 0.45% | 0.54% | Q4 2022 | Q4 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.72% | 0.85% | 0.97% | Q4 2021 | Q4 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Spruce Investment Advisors LLC | 5 | 5 | 0.54% | 1.39% | 2.03% | Q4 2016 | Q4 2017 | 5 |
White Lighthouse Investment Management Inc. | 5 | 5 | 0.17% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Blueshift Asset Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.13% | Q1 2021 | Q1 2022 | 5 |
ROCKLAND TRUST CO | 2 | 1 | 0.03% | 0.05% | 0.05% | Q4 2014 | Q4 2017 | 5 |
Fiera Capital Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PRW Wealth Management LLC | 3 | 1 | 0.10% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.07% | 0.34% | 0.47% | Q1 2016 | Q1 2017 | 5 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Sepio Capital, LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Claro Advisors LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q1 2022 | 5 |
CPWM, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 5 |
ADVISORS MANAGEMENT GROUP INC /ADV | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 5 |
Cavalier Investments, LLC | 2 | 1 | 0.97% | 1.39% | 1.93% | Q1 2016 | Q3 2019 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.15% | 0.78% | 1.97% | Q4 2017 | Q3 2018 | 4 |
Forward Management, LLC | 4 | 4 | 0.30% | 0.34% | 0.37% | Q1 2016 | Q4 2016 | 4 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
TOWER TRUST Co | 4 | 4 | 0.41% | 0.48% | 0.60% | Q2 2013 | Q1 2014 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.12% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 4 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.46% | 0.56% | 0.80% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.12% | 0.19% | Q3 2017 | Q2 2019 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Patten Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 1 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SWMG, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q2 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 3 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2018 | 4 |
Crown Wealth Group, LLC | 4 | 4 | 2.36% | 2.77% | 3.15% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 4 | 4 | 0.05% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Advisor Resource Council | 4 | 4 | 0.16% | 0.24% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.30% | 2.50% | 2.63% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.09% | 0.23% | 0.30% | Q1 2016 | Q4 2016 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.34% | 0.39% | 0.46% | Q4 2016 | Q3 2017 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.01% | 0.06% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q2 2022 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 1.81% | 2.59% | 2.86% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Kovack Advisors, Inc. | 3 | 1 | 0.04% | 0.20% | 0.35% | Q2 2021 | Q3 2023 | 4 |
SageGuard Financial Group, LLC | 3 | 3 | 0.42% | 0.48% | 0.54% | Q4 2020 | Q2 2021 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.16% | 0.94% | 1.49% | Q3 2020 | Q1 2021 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.05% | 0.14% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
STAPP WEALTH MANAGEMENT, PLLC | 3 | 3 | 2.56% | 3.66% | 4.27% | Q1 2023 | Q3 2023 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Frisch Financial Group, Inc. | 3 | 3 | 1.80% | 2.15% | 2.79% | Q1 2022 | Q3 2022 | 3 |
Cutler Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 3 |
1776 Wealth LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 3.71% | 4.13% | 4.38% | Q1 2016 | Q3 2016 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.08% | 2.40% | 3.82% | Q4 2015 | Q2 2016 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.05% | 0.25% | 0.35% | Q1 2016 | Q4 2019 | 3 |
Covington Capital Management | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q1 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Conservest Capital Advisors, Inc. | 3 | 3 | 0.78% | 0.84% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.30% | 0.33% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Busey Bank | 2 | 1 | 0.00% | 0.19% | 0.50% | Q4 2017 | Q4 2019 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trust Co | 3 | 3 | 0.02% | 0.50% | 1.44% | Q4 2017 | Q2 2018 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.24% | 0.48% | 0.70% | Q3 2019 | Q1 2020 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 1.94% | 2.18% | 2.39% | Q2 2019 | Q4 2019 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 3 |
Northeast Financial Consultants Inc | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
IndexIQ Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.25% | 0.44% | 0.57% | Q2 2021 | Q4 2021 | 3 |
RAND WEALTH, LLC | 3 | 3 | 0.11% | 0.16% | 0.19% | Q1 2018 | Q3 2018 | 3 |
Ascent Group, LLC | 2 | 1 | 0.14% | 0.24% | 0.31% | Q4 2021 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.09% | 0.23% | Q1 2020 | Q4 2021 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.36% | 0.90% | 1.38% | Q4 2021 | Q3 2023 | 3 |
PACIFIC SUN FINANCIAL CORP | 2 | 1 | 0.39% | 1.13% | 1.83% | Q1 2018 | Q2 2019 | 3 |
Addison Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
Financial Advisors Network, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
CMC Financial Group | 2 | 2 | 0.25% | 0.30% | 0.36% | Q1 2019 | Q2 2019 | 2 |
Sentinus, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Ruggie Capital Group | 2 | 2 | 0.74% | 0.79% | 0.84% | Q1 2020 | Q2 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2016 | Q3 2016 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Redwood Financial Network Corp | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.38% | 0.45% | 0.52% | Q3 2019 | Q4 2019 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2023 | Q3 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.46% | 0.60% | Q2 2022 | Q4 2022 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.34% | 0.68% | Q4 2017 | Q4 2022 | 2 |
Polianta Ltd | 1 | 1 | 1.89% | 5.35% | 8.82% | Q2 2018 | Q1 2020 | 2 |
Giralda Advisors, LLC | 2 | 2 | 3.13% | 4.26% | 5.40% | Q1 2016 | Q2 2016 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2019 | Q3 2019 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q4 2013 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
FundX Investment Group, LLC | 2 | 2 | 0.68% | 1.22% | 1.77% | Q1 2016 | Q2 2016 | 2 |
CPR Investments Inc. | 2 | 2 | 3.49% | 3.85% | 4.20% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q2 2023 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2016 | Q3 2016 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.22% | 0.23% | 0.23% | Q3 2017 | Q4 2017 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.43% | 0.84% | Q1 2016 | Q4 2021 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 2 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 2 | 2 | 4.38% | 4.43% | 4.49% | Q3 2016 | Q4 2016 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q2 2014 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.40% | 0.47% | 0.55% | Q1 2016 | Q2 2016 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.37% | 0.50% | 0.62% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.12% | 0.25% | 0.38% | Q1 2018 | Q2 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Idaho Trust Bank | 2 | 2 | 0.79% | 0.80% | 0.82% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 2.07% | 2.16% | 2.24% | Q1 2016 | Q2 2016 | 2 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 1.02% | 1.02% | 1.02% | Q4 2018 | Q1 2019 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.12% | 0.15% | 0.17% | Q2 2020 | Q2 2021 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q1 2017 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 2 |
Autumn Glory Partners, LLC | 2 | 2 | 0.31% | 0.32% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Windham Capital Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q2 2022 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.14% | 0.22% | 0.29% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2018 | Q3 2018 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Optas, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 18.54% | 18.54% | 18.54% | Q1 2016 | Q1 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
PVG Asset Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Insight Folios Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2022 | Q4 2022 | 1 |
TAGStone Capital, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.39% | 4.39% | 4.39% | Q1 2021 | Q1 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2017 | Q2 2017 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ayalon Insurance Comp Ltd. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2016 | Q1 2016 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Athena Investment Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CABANA LLC | 1 | 1 | 9.91% | 9.91% | 9.91% | Q3 2021 | Q3 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2022 | Q3 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2017 | Q3 2017 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centric Wealth Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.