Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 72 |
HUNTINGTON NATIONAL BANK | 32 | 18 | 0.00% | 0.03% | 0.12% | Q1 2011 | Q3 2023 | 50 |
Cutler Group LLC / CA | 14 | 1 | 0.00% | 0.00% | 0.06% | Q1 2016 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 0.03% | 0.21% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.49% | 1.03% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 21 | 19 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 24 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 40 |
AMERIPRISE FINANCIAL INC | 38 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 36 | 3 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 39 |
US BANCORP \DE\ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
CENTRAL BANK & TRUST CO | 37 | 1 | 0.03% | 0.24% | 2.15% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 28 | 10 | 0.00% | 0.14% | 0.66% | Q4 2013 | Q3 2023 | 38 |
NORTHERN TRUST CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.01% | 0.09% | 0.14% | Q1 2014 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 30 | 7 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 13 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Keel Point, LLC | 35 | 35 | 0.06% | 2.15% | 5.72% | Q1 2015 | Q3 2023 | 35 |
Hanson & Doremus Investment Management | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 30 | 30 | 0.02% | 0.12% | 0.37% | Q2 2016 | Q3 2023 | 30 |
Waverly Advisors, LLC | 24 | 6 | 0.09% | 0.94% | 1.57% | Q2 2013 | Q3 2023 | 30 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
Private Advisor Group, LLC | 27 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Arete Wealth Advisors, LLC | 29 | 29 | 0.05% | 0.11% | 0.27% | Q2 2016 | Q2 2023 | 29 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 29 |
FIFTH THIRD SECURITIES, INC. | 29 | 29 | 0.01% | 0.72% | 2.24% | Q3 2016 | Q3 2023 | 29 |
Vantage Investment Partners, LLC | 29 | 29 | 0.03% | 0.21% | 0.44% | Q1 2016 | Q1 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 29 |
BROWN ADVISORY INC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.12% | 0.66% | 2.93% | Q1 2016 | Q4 2022 | 28 |
COMERICA BANK | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 15 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 1 | 0.00% | 0.24% | 0.74% | Q2 2013 | Q2 2021 | 28 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.16% | 0.39% | 0.81% | Q1 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.35% | Q4 2016 | Q3 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.02% | 0.54% | 2.68% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 16 | 10 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
FRANKLIN RESOURCES INC | 14 | 12 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 24 | 2 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
OLD NATIONAL BANCORP /IN/ | 26 | 26 | 0.01% | 0.18% | 0.67% | Q2 2017 | Q3 2023 | 26 |
Arbor Investment Advisors, LLC | 21 | 5 | 0.09% | 0.17% | 0.45% | Q2 2014 | Q3 2023 | 26 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2022 | 25 |
SUN LIFE FINANCIAL INC | 21 | 4 | 0.07% | 0.75% | 6.75% | Q4 2015 | Q1 2022 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.10% | 0.22% | 0.39% | Q3 2014 | Q3 2023 | 25 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.19% | 0.66% | 1.14% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 24 |
M&T BANK CORP | 13 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.05% | 0.31% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.19% | 0.27% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Retirement Systems of Alabama | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 23 | 23 | 0.09% | 0.49% | 2.17% | Q1 2018 | Q3 2023 | 23 |
FDx Advisors, Inc. | 12 | 2 | 0.07% | 0.24% | 0.53% | Q2 2013 | Q2 2019 | 23 |
Gradient Investments LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 13 | 9 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 22 |
NEXT Financial Group, Inc | 16 | 2 | 0.01% | 0.48% | 1.43% | Q1 2015 | Q4 2021 | 22 |
Allworth Financial LP | 12 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
Cribstone Capital Management, LLC | 22 | 22 | 0.00% | 0.12% | 0.29% | Q3 2017 | Q4 2022 | 22 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 4 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 12 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.11% | 0.20% | 0.38% | Q3 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TELEMUS CAPITAL, LLC | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Legacy Advisors, LLC | 20 | 20 | 0.31% | 2.36% | 6.23% | Q3 2017 | Q2 2022 | 20 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 20 | 20 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
LVW Advisors, LLC | 20 | 20 | 0.26% | 1.46% | 3.07% | Q4 2018 | Q3 2023 | 20 |
WealthShield Partners, LLC | 15 | 5 | 0.01% | 0.20% | 1.05% | Q4 2017 | Q3 2023 | 20 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 20 | 20 | 0.05% | 0.22% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 12 | 1 | 0.00% | 0.09% | 0.20% | Q2 2016 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.09% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
TRUIST FINANCIAL CORP | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 4 | 0.10% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.10% | 0.16% | 0.21% | Q1 2019 | Q3 2023 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 7 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 18 |
TSFG, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Financial Advisors Network, Inc. | 17 | 1 | 0.08% | 0.22% | 0.50% | Q4 2018 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 8 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Cordatus Wealth Management LLC | 10 | 4 | 0.17% | 0.34% | 0.67% | Q4 2018 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 17 | 1 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 18 |
Rathbones Group PLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CPWM, LLC | 13 | 4 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2022 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 3 | 0.01% | 0.20% | 0.53% | Q4 2018 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Kinsight, LLC | 17 | 17 | 7.07% | 10.35% | 14.00% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisors LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 17 | 17 | 0.04% | 0.20% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 12 | 1 | 0.06% | 0.18% | 0.55% | Q1 2019 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 14 | 2 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 16 |
Prospera Financial Services Inc | 12 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 16 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
ADIRONDACK TRUST CO | 16 | 16 | 0.01% | 0.09% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 1.20% | 10.14% | 14.67% | Q4 2019 | Q3 2023 | 16 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2018 | 16 |
BREWIN DOLPHIN LTD | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Sigma Planning Corp | 12 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 3.57% | 4.22% | 4.83% | Q4 2019 | Q3 2023 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 16 |
Virtu Financial LLC | 6 | 1 | 0.01% | 0.28% | 0.97% | Q2 2013 | Q3 2019 | 16 |
StoneX Group Inc. | 12 | 3 | 0.12% | 0.26% | 0.88% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
CFM WEALTH PARTNERS LLC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
180 WEALTH ADVISORS, LLC | 15 | 15 | 0.17% | 0.19% | 0.24% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 4 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 1 | 0.01% | 0.40% | 0.64% | Q4 2019 | Q3 2023 | 15 |
Strategic Financial Services, Inc, | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 12 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
PLIMOTH TRUST CO LLC | 14 | 14 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.07% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Wakefield Asset Management LLLP | 14 | 14 | 0.46% | 0.53% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Guidance Point Advisors, LLC | 14 | 14 | 0.23% | 0.26% | 0.29% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.14% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Zuckerman Investment Group, LLC | 14 | 14 | 0.07% | 0.30% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 14 | 14 | 0.22% | 0.62% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 4.69% | 5.47% | 6.70% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Linscomb & Williams, Inc. | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Sunesis Advisors, LLC | 13 | 1 | 0.76% | 1.03% | 1.35% | Q1 2020 | Q3 2023 | 14 |
S. R. Schill & Associates | 13 | 13 | 5.94% | 6.51% | 7.88% | Q3 2020 | Q3 2023 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Wealth CMT | 8 | 5 | 0.58% | 1.05% | 3.44% | Q1 2020 | Q2 2023 | 13 |
Stokes & Hubbell Capital Management, LLC | 13 | 13 | 0.07% | 0.24% | 0.55% | Q3 2015 | Q3 2018 | 13 |
FIRST CITIZENS BANK & TRUST CO | 13 | 13 | 0.69% | 2.47% | 3.60% | Q3 2020 | Q3 2023 | 13 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 13 | 13 | 3.90% | 6.60% | 13.74% | Q3 2020 | Q3 2023 | 13 |
Relative Value Partners Group, LLC | 8 | 5 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
TOBIAS FINANCIAL ADVISORS, INC. | 7 | 6 | 0.16% | 0.28% | 0.56% | Q2 2020 | Q3 2023 | 13 |
Avestar Capital, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Geller Advisors LLC | 12 | 1 | 0.11% | 0.99% | 10.07% | Q4 2018 | Q3 2023 | 13 |
Meridian Wealth Advisors, LLC | 12 | 1 | 0.02% | 0.39% | 0.62% | Q4 2018 | Q3 2023 | 13 |
Adero Partners, LLC | 13 | 13 | 0.32% | 1.16% | 4.62% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 6 | 2 | 0.09% | 0.16% | 0.28% | Q1 2018 | Q2 2023 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Parkside Financial Bank & Trust | 8 | 4 | 0.01% | 0.24% | 0.48% | Q4 2017 | Q3 2023 | 12 |
Venturi Wealth Management, LLC | 12 | 12 | 0.10% | 2.51% | 4.11% | Q4 2020 | Q3 2023 | 12 |
EATON VANCE MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 12 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2019 | 12 |
SignalPoint Asset Management, LLC | 12 | 12 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 1.28% | 1.46% | 1.67% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.40% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.06% | 0.09% | 0.14% | Q1 2019 | Q1 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Litman Gregory Wealth Management LLC | 10 | 2 | 0.01% | 0.79% | 1.99% | Q3 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Mosaic Family Wealth, LLC | 7 | 5 | 0.09% | 0.16% | 0.38% | Q4 2018 | Q4 2021 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.06% | 0.19% | 0.54% | Q3 2016 | Q1 2022 | 12 |
Brown Financial Advisory | 12 | 12 | 0.19% | 0.29% | 0.58% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.22% | 0.28% | 0.34% | Q4 2015 | Q3 2018 | 12 |
BDO Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 12 |
1ST SOURCE BANK | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.83% | 1.15% | 1.46% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 1 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q2 2021 | 11 |
Goldstein Munger & Associates | 11 | 11 | 0.11% | 0.30% | 0.39% | Q1 2020 | Q3 2022 | 11 |
1st Global Advisors, Inc. | 11 | 11 | 0.12% | 0.17% | 0.28% | Q4 2014 | Q2 2017 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 1.33% | 2.77% | 4.92% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.14% | 0.22% | 0.26% | Q2 2016 | Q4 2018 | 11 |
LPWM LLC | 11 | 11 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.21% | 0.58% | 0.85% | Q1 2021 | Q3 2023 | 11 |
Syntal Capital Partners, LLC | 3 | 1 | 0.04% | 0.10% | 0.17% | Q2 2014 | Q2 2019 | 11 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Benchmark Wealth Management, LLC | 9 | 2 | 0.18% | 0.21% | 0.25% | Q4 2019 | Q4 2022 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.27% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Global Strategic Investment Solutions, LLC | 11 | 11 | 0.59% | 1.56% | 2.48% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.07% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TFC Financial Management, Inc. | 11 | 11 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Halpern Financial, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q1 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.17% | 0.34% | 0.61% | Q2 2020 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 9 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.06% | 1.26% | 2.22% | Q2 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 10 | 10 | 0.26% | 0.60% | 0.89% | Q1 2021 | Q2 2023 | 10 |
Brand Asset Management Group, Inc. | 7 | 3 | 0.08% | 0.09% | 0.12% | Q2 2018 | Q4 2022 | 10 |
VANGUARD GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 10 |
WealthPLAN Partners, LLC | 8 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Banco Santander, S.A. | 9 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q4 2021 | 10 |
PICTET ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Capstone Financial Advisors, Inc. | 10 | 10 | 0.11% | 0.22% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Running Point Capital Advisors, LLC | 10 | 10 | 0.00% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 4 | 0.00% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.50% | 0.63% | 0.82% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 10 | 10 | 0.03% | 0.05% | 0.13% | Q4 2020 | Q1 2023 | 10 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2019 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.03% | 0.04% | 0.10% | Q4 2017 | Q1 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
JONES FINANCIAL COMPANIES LLLP | 6 | 4 | 0.00% | 0.05% | 0.17% | Q1 2021 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 10 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 1 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.19% | 0.68% | Q4 2014 | Q2 2022 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
WEBSTER BANK, N. A. | 5 | 4 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 9 |
NBT BANK N A /NY | 9 | 9 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q2 2022 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DUBUQUE BANK & TRUST CO | 6 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2018 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LOOMIS SAYLES & CO L P | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q2 2022 | 9 |
FIRST NATIONAL BANK OF OMAHA | 6 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q4 2021 | 9 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 1.00% | 1.74% | 2.14% | Q1 2020 | Q1 2022 | 9 |
CURIAN CAPITAL LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
First Horizon Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sound View Wealth Advisors Group, LLC | 6 | 3 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sound Financial Strategies Group, LLC | 7 | 2 | 0.06% | 2.15% | 7.81% | Q1 2021 | Q2 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.06% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Round Table Services, LLC | 8 | 8 | 0.12% | 0.24% | 0.39% | Q4 2020 | Q3 2022 | 8 |
Aptus Capital Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 1.44% | 1.57% | 1.81% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.31% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 8 |
West Coast Financial LLC | 8 | 8 | 0.07% | 0.15% | 0.20% | Q3 2016 | Q2 2018 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 8 |
Aveo Capital Partners, LLC | 8 | 8 | 0.20% | 0.38% | 0.47% | Q2 2021 | Q1 2023 | 8 |
Wealthquest Corp | 8 | 8 | 0.05% | 0.12% | 0.17% | Q2 2021 | Q1 2023 | 8 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.60% | 1.55% | Q4 2021 | Q3 2023 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Phocas Financial Corp. | 3 | 2 | 0.22% | 0.33% | 0.50% | Q2 2020 | Q3 2022 | 8 |
WINTRUST INVESTMENTS LLC | 8 | 8 | 0.18% | 0.21% | 0.28% | Q1 2021 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q1 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.17% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Phoenix Holdings Ltd. | 4 | 2 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q1 2022 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.34% | 0.43% | 0.74% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Caprock Group, LLC | 4 | 1 | 0.04% | 0.10% | 0.47% | Q4 2015 | Q1 2020 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 1.18% | 1.35% | 1.53% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q2 2018 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.07% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.35% | 1.26% | 2.36% | Q3 2020 | Q1 2022 | 7 |
Powell Investment Advisors, LLC | 7 | 7 | 0.11% | 0.18% | 0.22% | Q1 2021 | Q3 2022 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 7 |
McLean Asset Management Corp | 7 | 7 | 0.11% | 0.25% | 0.45% | Q2 2022 | Q4 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.05% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Waldron Private Wealth LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.12% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CITY HOLDING CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.03% | 1.50% | 1.70% | Q1 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.01% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Enterprise Bank & Trust Co | 7 | 7 | 0.10% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NCM Capital Management, LLC | 7 | 7 | 0.57% | 0.62% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.00% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
FSC Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 7 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.22% | 0.37% | 0.60% | Q1 2022 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.07% | 0.83% | 1.16% | Q1 2022 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
CBIZ Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.96% | 6.71% | Q4 2019 | Q1 2022 | 7 |
Bridgeworth, LLC | 5 | 1 | 0.07% | 0.29% | 0.72% | Q2 2017 | Q4 2020 | 7 |
RKL Wealth Management LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.22% | 1.98% | 3.04% | Q4 2020 | Q2 2022 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Econ Financial Services Corp | 7 | 7 | 0.11% | 1.30% | 4.49% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 7 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Pegasus Partners Ltd. | 7 | 7 | 0.80% | 1.02% | 1.11% | Q1 2022 | Q3 2023 | 7 |
Southland Equity Partners LLC | 6 | 1 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.46% | 0.54% | 0.60% | Q2 2020 | Q4 2021 | 7 |
Essex Financial Services, Inc. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Comprehensive Financial Management LLC | 7 | 7 | 0.12% | 0.24% | 0.79% | Q4 2019 | Q2 2021 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Cadent Capital Advisors, LLC | 7 | 7 | 1.29% | 1.97% | 2.34% | Q4 2020 | Q2 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Rothschild & Co Wealth Management UK Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Turim 21 Investimentos Ltda. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q2 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.43% | 0.50% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Retirement Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.02% | 0.10% | 0.47% | Q4 2018 | Q1 2021 | 6 |
TCI Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Manchester Capital Management LLC | 4 | 2 | 0.00% | 0.09% | 0.14% | Q1 2019 | Q4 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Redhawk Wealth Advisors, Inc. | 5 | 1 | 0.08% | 0.14% | 0.19% | Q1 2021 | Q4 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
NATIXIS ADVISORS, L.P. | 6 | 6 | 0.04% | 0.32% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Heritage Investment Group, Inc. | 6 | 6 | 0.99% | 1.15% | 1.30% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
McClarren Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.16% | 1.19% | 4.28% | Q2 2020 | Q1 2022 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Echo Wealth Management, LLC | 6 | 6 | 0.26% | 0.44% | 0.52% | Q4 2020 | Q1 2022 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HBW ADVISORY SERVICES LLC | 5 | 5 | 0.18% | 0.22% | 0.26% | Q2 2022 | Q2 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Executive Wealth Management, LLC | 4 | 1 | 0.00% | 0.11% | 0.23% | Q4 2018 | Q4 2021 | 5 |
SALEM CAPITAL MANAGEMENT INC | 5 | 5 | 0.22% | 0.45% | 0.65% | Q4 2020 | Q4 2021 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Summit Global Investments | 3 | 1 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2022 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.03% | 0.07% | 0.09% | Q2 2022 | Q2 2023 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.28% | 0.39% | 0.50% | Q1 2020 | Q1 2021 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q4 2023 | 5 |
CARDIFF PARK ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Tennessee Valley Asset Management Partners | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Estate Counselors, LLC | 3 | 2 | 0.04% | 0.17% | 0.36% | Q1 2017 | Q3 2018 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Tranquility Partners, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
Robbins Farley | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Divergent Wealth Advisors | 5 | 5 | 1.31% | 1.48% | 1.78% | Q4 2018 | Q4 2019 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
City State Bank | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.12% | 0.17% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Castellan Group | 5 | 5 | 0.36% | 4.54% | 10.46% | Q4 2020 | Q4 2021 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 1.00% | 1.15% | 1.32% | Q2 2022 | Q2 2023 | 5 |
Centric Wealth Management | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q4 2021 | 5 |
FORTEM FINANCIAL GROUP, LLC | 5 | 5 | 0.10% | 1.72% | 2.28% | Q1 2021 | Q1 2022 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
TimeScale Financial, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 4 |
Concord Wealth Partners | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 1.94% | 2.43% | 3.09% | Q4 2022 | Q3 2023 | 4 |
Stonegate Investment Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.13% | 0.71% | 1.53% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 3.41% | 4.72% | 6.37% | Q1 2021 | Q4 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.17% | 0.26% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 2.32% | 2.58% | 2.72% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Alera Investment Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q1 2021 | 4 |
Claro Advisors LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q1 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.03% | 0.25% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Gainplan LLC | 4 | 4 | 0.55% | 0.93% | 1.53% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q3 2021 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
DOWLING & YAHNKE LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.22% | 0.39% | Q4 2022 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.84% | 1.08% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Kovitz Investment Group Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.33% | 1.54% | 2.79% | Q4 2022 | Q3 2023 | 4 |
Caerus Investment Advisors, LLC | 4 | 4 | 0.46% | 0.49% | 0.54% | Q4 2021 | Q3 2022 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 1.77% | 2.14% | 2.58% | Q4 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 0.92% | 5.41% | 12.70% | Q4 2021 | Q3 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.05% | 0.22% | 0.38% | Q4 2021 | Q3 2022 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.42% | 0.44% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.24% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q4 2014 | Q3 2015 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Advisor OS, LLC | 4 | 4 | 0.21% | 0.28% | 0.40% | Q1 2021 | Q4 2021 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.48% | 0.94% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.11% | 0.60% | 0.82% | Q2 2020 | Q2 2023 | 4 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 4 |
Lion Street Advisors, LLC | 4 | 4 | 0.65% | 1.24% | 2.09% | Q4 2019 | Q3 2020 | 4 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.12% | 0.28% | 0.53% | Q4 2021 | Q3 2022 | 4 |
St. Louis Trust Co | 4 | 4 | 0.60% | 0.68% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 4.40% | 5.47% | 6.60% | Q4 2018 | Q3 2019 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.17% | 0.24% | 0.29% | Q3 2013 | Q1 2014 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Main Management LLC | 3 | 3 | 0.01% | 0.86% | 2.52% | Q2 2022 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Hound Partners | 3 | 3 | 3.44% | 4.41% | 5.42% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.63% | 0.65% | 0.69% | Q1 2023 | Q3 2023 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.35% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
People's United Financial, Inc. | 2 | 1 | 0.00% | 0.14% | 0.41% | Q2 2018 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.12% | 0.75% | 1.80% | Q2 2018 | Q2 2019 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.02% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.31% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.50% | 0.56% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2022 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
PICTET ASSET MANAGEMENT SA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q2 2022 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 3 |
Financial Architects, Inc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q1 2022 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2021 | 3 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.18% | 0.31% | 0.57% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Asset Dedication, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.52% | 0.63% | 0.75% | Q1 2015 | Q3 2015 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q4 2020 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q2 2021 | 3 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 0.42% | 0.65% | 0.88% | Q4 2021 | Q1 2022 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Endowment Wealth Management, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 2 |
Curbstone Financial Management Corp | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2015 | Q1 2016 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 2 |
LETKO, BROSSEAU & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PITCAIRN CO | 1 | 1 | 0.15% | 0.19% | 0.24% | Q4 2018 | Q1 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 1.45% | 1.45% | 1.45% | Q4 2013 | Q1 2014 | 2 |
Balentine LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
CX Institutional | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 2 | 1.40% | 1.49% | 1.57% | Q3 2023 | Q4 2023 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 2.22% | 2.34% | 2.45% | Q2 2023 | Q3 2023 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 4.50% | 4.67% | 4.84% | Q3 2022 | Q4 2022 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.17% | 0.19% | 0.22% | Q3 2019 | Q4 2019 | 2 |
Level Financial Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Hamilton Point Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
F3Logic, LLC | 2 | 2 | 0.43% | 0.45% | 0.46% | Q1 2021 | Q2 2021 | 2 |
PFW Advisors LLC | 2 | 2 | 0.73% | 0.74% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.12% | 2.06% | 4.00% | Q4 2020 | Q1 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 2 | 2 | 0.32% | 0.34% | 0.37% | Q2 2022 | Q3 2022 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Moab Capital Partners | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2018 | Q4 2018 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEOS Investment Management LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2022 | Q1 2022 | 1 |
Black Diamond Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Swift Run Capital | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2018 | Q1 2018 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IBERIABANK CORP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2012 | Q4 2012 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Narwhal Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 16.60% | 16.60% | 16.60% | Q4 2015 | Q4 2015 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2018 | Q4 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q4 2014 | Q4 2014 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.