Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 87 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.07% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Citadel Advisors | 17 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.04% | 0.13% | 0.50% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 32 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.09% | 0.96% | Q2 2013 | Q3 2023 | 41 |
ROCKLAND TRUST CO | 21 | 20 | 0.11% | 0.42% | 0.92% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.18% | 0.39% | 0.80% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 35 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 38 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 38 | 38 | 0.00% | 0.70% | 2.83% | Q2 2014 | Q3 2023 | 38 |
Diana Davis Spencer Foundation | 36 | 36 | 9.49% | 12.83% | 15.74% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
State of Tennessee, Treasury Department | 35 | 35 | 0.12% | 0.54% | 1.89% | Q1 2015 | Q3 2023 | 35 |
AGILIS PARTNERS LLC | 20 | 15 | 0.42% | 4.08% | 9.54% | Q4 2014 | Q3 2023 | 35 |
GOULD ASSET MANAGEMENT LLC /CA/ | 34 | 34 | 0.63% | 0.91% | 1.20% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
FMR LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 14 | 6 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 32 |
NISA INVESTMENT ADVISORS, LLC | 27 | 4 | 0.09% | 0.32% | 0.86% | Q2 2013 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.14% | 0.55% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 2 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q3 2023 | 30 |
Invesco Ltd. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
VANGUARD GROUP INC | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
PRIVATE TRUST CO NA | 26 | 3 | 0.02% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.14% | 0.69% | 1.10% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 21 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19 | 8 | 0.07% | 0.14% | 0.21% | Q4 2013 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q4 2019 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 27 |
WESBANCO BANK INC | 11 | 7 | 0.06% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 26 |
Atria Investments, Inc | 18 | 8 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Betterment LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Berkeley Capital Partners, LLC | 23 | 3 | 0.68% | 4.27% | 7.06% | Q4 2015 | Q3 2023 | 26 |
STATE STREET CORP | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2022 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.11% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.27% | 2.49% | 3.44% | Q4 2017 | Q3 2023 | 24 |
JAMES INVESTMENT RESEARCH INC | 16 | 2 | 0.00% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 24 |
Providence First Trust Co | 13 | 11 | 3.94% | 4.52% | 5.34% | Q2 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Allianz Asset Management GmbH | 22 | 2 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q1 2022 | 24 |
Parallel Advisors, LLC | 24 | 24 | 0.00% | 0.06% | 0.39% | Q3 2017 | Q2 2023 | 24 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q4 2021 | 23 |
ETRADE Capital Management LLC | 21 | 2 | 0.00% | 0.10% | 0.18% | Q2 2013 | Q3 2020 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 23 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q4 2020 | 23 |
NYL Investors LLC | 23 | 23 | 3.69% | 14.00% | 24.18% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 18 | 4 | 0.01% | 0.14% | 0.88% | Q2 2014 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 13 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.01% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 11 | 2 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Kemper Corp Master Retirement Trust | 21 | 21 | 6.85% | 43.68% | 78.09% | Q2 2018 | Q2 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.01% | 0.82% | 2.02% | Q3 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
UBP Investment Advisors SA | 20 | 20 | 1.56% | 2.73% | 5.05% | Q4 2017 | Q3 2022 | 20 |
VICUS CAPITAL | 9 | 2 | 0.08% | 0.28% | 0.68% | Q4 2014 | Q4 2020 | 20 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.60% | 2.90% | Q1 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
SUNTRUST BANKS INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2019 | 19 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 19 |
Financial Advocates Investment Management | 19 | 19 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 19 |
SEI INVESTMENTS CO | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 12 | 1 | 0.00% | 0.05% | 0.14% | Q3 2017 | Q1 2023 | 19 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 19 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q2 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Ausdal Financial Partners, Inc. | 12 | 7 | 0.03% | 0.13% | 0.25% | Q4 2015 | Q4 2021 | 19 |
TRUST CO OF VIRGINIA /VA | 19 | 19 | 0.03% | 0.44% | 0.52% | Q2 2018 | Q4 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.26% | 0.51% | 1.55% | Q1 2019 | Q3 2023 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 1 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q3 2023 | 18 |
LFA - Lugano Financial Advisors SA | 16 | 2 | 0.41% | 0.79% | 1.83% | Q1 2019 | Q3 2023 | 18 |
Hudock, Inc. | 13 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2022 | 18 |
Atlas Brown,Inc. | 18 | 18 | 0.04% | 0.13% | 0.20% | Q4 2017 | Q1 2022 | 18 |
Dai-ichi Life Insurance Company, Ltd | 14 | 4 | 0.03% | 3.74% | 5.89% | Q1 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.21% | 0.79% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2023 | 18 |
Manning & Napier Group, LLC | 18 | 18 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 12 | 2 | 0.00% | 0.05% | 0.42% | Q4 2018 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 4 | 0.00% | 0.18% | 1.74% | Q1 2014 | Q3 2023 | 18 |
Sigma Planning Corp | 17 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 18 |
DEARBORN PARTNERS LLC | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.02% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Thomasville National Bank | 10 | 8 | 0.25% | 0.93% | 1.73% | Q1 2014 | Q4 2018 | 18 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.03% | 0.21% | 0.52% | Q2 2014 | Q2 2018 | 17 |
Advisory Alpha, LLC | 9 | 2 | 0.02% | 0.83% | 2.09% | Q3 2015 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.04% | 0.19% | 0.49% | Q1 2019 | Q2 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q1 2023 | 17 |
Advisors Asset Management, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Institute for Wealth Management, LLC. | 15 | 2 | 0.06% | 0.11% | 0.19% | Q3 2017 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 16 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q4 2020 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.02% | 0.39% | 1.56% | Q4 2017 | Q3 2023 | 17 |
Ledyard National Bank | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.02% | 0.16% | 0.74% | Q4 2019 | Q3 2023 | 16 |
CONNING INC. | 15 | 1 | 0.03% | 0.57% | 1.28% | Q3 2018 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Cardan Capital Partners, LLC | 12 | 4 | 0.47% | 0.73% | 1.61% | Q4 2015 | Q4 2019 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.14% | 0.51% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Oakworth Capital, Inc. | 16 | 16 | 0.00% | 0.54% | 1.62% | Q3 2018 | Q2 2022 | 16 |
Newfound Research LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Cornerstone Wealth Management, LLC | 13 | 1 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q3 2022 | 15 |
Estate Counselors, LLC | 8 | 1 | 0.05% | 1.10% | 2.96% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
ALERUS FINANCIAL NA | 15 | 15 | 0.71% | 1.97% | 2.82% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ASSETMARK, INC | 13 | 2 | 0.00% | 0.20% | 0.52% | Q4 2013 | Q2 2021 | 15 |
LS Investment Advisors, LLC | 13 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 15 |
BLAIR WILLIAM & CO/IL | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.18% | 0.51% | Q2 2017 | Q3 2023 | 15 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.66% | 2.05% | 4.79% | Q4 2013 | Q4 2020 | 14 |
STABLEFORD CAPITAL II LLC | 7 | 3 | 0.17% | 2.27% | 8.44% | Q2 2017 | Q3 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Glovista Investments LLC | 11 | 1 | 0.09% | 2.56% | 8.84% | Q4 2014 | Q3 2022 | 14 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Almanack Investment Partners, LLC. | 8 | 6 | 0.03% | 0.78% | 4.04% | Q1 2017 | Q4 2020 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 14 |
First Heartland Consultants, Inc. | 12 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Nationwide Asset Management LLC | 13 | 13 | 0.22% | 15.27% | 26.15% | Q4 2019 | Q4 2022 | 13 |
HighTower Advisors, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Forefront Analytics, LLC | 13 | 13 | 0.44% | 1.51% | 3.06% | Q4 2017 | Q4 2020 | 13 |
Meiji Yasuda Life Insurance Co | 13 | 13 | 3.90% | 4.92% | 5.81% | Q3 2020 | Q3 2023 | 13 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 13 | 0.13% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
ANCHOR CAPITAL ADVISORS LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q4 2019 | 13 |
Western Wealth Management, LLC | 11 | 2 | 0.01% | 0.15% | 0.21% | Q4 2018 | Q1 2022 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 2.65% | 3.94% | 5.16% | Q4 2014 | Q4 2017 | 13 |
GeoWealth Management, LLC | 12 | 12 | 0.03% | 0.31% | 0.90% | Q4 2020 | Q3 2023 | 12 |
FIRST NATIONAL BANK OF OMAHA | 12 | 12 | 0.03% | 0.25% | 0.60% | Q3 2018 | Q2 2021 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 12 | 12 | 0.09% | 0.22% | 0.47% | Q1 2017 | Q4 2019 | 12 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.18% | 0.34% | 0.55% | Q4 2015 | Q3 2018 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.06% | 0.25% | 0.59% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.15% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EFG Asset Management (Americas) Corp. | 12 | 12 | 0.08% | 0.43% | 0.70% | Q4 2017 | Q3 2020 | 12 |
Legacy Private Trust Co. | 9 | 1 | 0.03% | 0.79% | 1.19% | Q1 2014 | Q4 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SPINNAKER TRUST | 11 | 11 | 0.47% | 0.60% | 0.64% | Q2 2015 | Q4 2017 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.48% | 1.03% | 2.04% | Q4 2020 | Q3 2023 | 11 |
Neuberger Berman Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 11 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.09% | 0.26% | Q4 2018 | Q3 2023 | 11 |
NewSquare Capital LLC | 9 | 1 | 0.00% | 0.14% | 0.35% | Q1 2015 | Q4 2020 | 11 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 11 | 11 | 5.24% | 7.34% | 9.89% | Q2 2018 | Q4 2020 | 11 |
RiverFront Investment Group, LLC | 7 | 4 | 0.08% | 0.47% | 0.67% | Q2 2020 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Hilltop Holdings Inc. | 10 | 1 | 0.12% | 0.39% | 0.47% | Q1 2015 | Q4 2017 | 11 |
LEUTHOLD GROUP, LLC | 11 | 11 | 0.27% | 0.31% | 0.34% | Q4 2015 | Q2 2018 | 11 |
Twele Capital Management, Inc. | 11 | 11 | 0.15% | 0.48% | 0.63% | Q2 2013 | Q4 2015 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.81% | 1.66% | 1.93% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Invst, LLC | 9 | 1 | 0.06% | 1.75% | 5.44% | Q2 2017 | Q1 2021 | 11 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q1 2022 | 11 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 11 | 0.01% | 0.13% | 0.94% | Q3 2019 | Q1 2022 | 11 |
Sage Advisory Services, Ltd.Co. | 9 | 2 | 0.12% | 0.34% | 0.63% | Q1 2016 | Q4 2018 | 11 |
BARCLAYS PLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 10.66% | 15.49% | 21.18% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.02% | 0.20% | 0.49% | Q1 2018 | Q3 2020 | 11 |
Patriot Financial Group Insurance Agency, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 10 |
White Pine Investment CO | 10 | 10 | 0.22% | 0.31% | 0.36% | Q3 2015 | Q4 2017 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MADISON INVESTMENT HOLDINGS INC | 6 | 4 | 0.01% | 0.14% | 0.34% | Q4 2016 | Q3 2019 | 10 |
AMG National Trust Bank | 7 | 3 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 10 |
Strategic Financial Services, Inc, | 10 | 10 | 0.02% | 0.51% | 1.30% | Q3 2019 | Q4 2021 | 10 |
Johns Hopkins University | 10 | 10 | 0.34% | 7.81% | 19.87% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
JACOBSON & SCHMITT ADVISORS, LLC | 10 | 10 | 0.25% | 0.45% | 0.64% | Q3 2016 | Q4 2018 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
Smithfield Trust Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2020 | 10 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.04% | 0.31% | Q1 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.22% | 0.78% | Q3 2018 | Q4 2020 | 10 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q2 2023 | 10 |
WFG Advisors, LP | 5 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.14% | 0.51% | Q3 2013 | Q4 2016 | 9 |
Violich Capital Management, Inc. | 9 | 9 | 0.07% | 0.17% | 0.30% | Q2 2013 | Q2 2015 | 9 |
SII INVESTMENTS INC/WI | 7 | 2 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q3 2017 | 9 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 6 | 3 | 0.10% | 1.60% | 7.83% | Q1 2021 | Q2 2023 | 9 |
AVALON CAPITAL MANAGEMENT | 8 | 1 | 0.16% | 0.66% | 3.32% | Q3 2015 | Q2 2021 | 9 |
Secure Asset Management, LLC | 9 | 9 | 0.26% | 0.36% | 0.45% | Q1 2020 | Q1 2022 | 9 |
RWA WEALTH PARTNERS, LLC | 4 | 1 | 0.01% | 0.28% | 0.82% | Q1 2017 | Q1 2020 | 9 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 9 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q1 2017 | 9 |
Founders Financial Alliance, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Financial Advisors Network, Inc. | 8 | 1 | 0.04% | 0.18% | 0.30% | Q4 2016 | Q4 2021 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 9 |
First National Bank of South Miami | 9 | 9 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Carroll Financial Associates, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Insight Wealth Strategies, LLC | 9 | 9 | 0.58% | 0.64% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Charles Schwab Investment Advisory, Inc. | 9 | 9 | 0.10% | 0.16% | 0.28% | Q4 2017 | Q4 2019 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.30% | 0.42% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Penserra Capital Management LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 9 |
HITE Hedge Asset Management LLC | 9 | 9 | 0.10% | 1.77% | 3.57% | Q2 2020 | Q2 2022 | 9 |
Mutual Advisors, LLC | 6 | 1 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q2 2023 | 8 |
Orcam Financial Group | 8 | 8 | 0.33% | 0.41% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Risk Paradigm Group, LLC | 8 | 8 | 0.29% | 0.80% | 1.97% | Q1 2015 | Q4 2016 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.05% | 0.15% | 0.25% | Q3 2021 | Q2 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 7 | 1 | 0.06% | 0.10% | 0.12% | Q1 2015 | Q1 2017 | 8 |
Ranch Capital Advisors Inc. | 5 | 1 | 0.00% | 0.34% | 0.56% | Q2 2020 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.08% | 0.14% | 0.22% | Q1 2019 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.08% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
PRUDENTIAL PLC | 8 | 8 | 0.06% | 0.56% | 1.78% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
abrdn plc | 8 | 8 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.76% | 0.90% | 1.02% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.21% | 1.31% | Q4 2019 | Q1 2022 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 1.47% | 1.65% | 1.84% | Q4 2017 | Q3 2019 | 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.15% | 0.39% | Q4 2020 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.19% | 1.01% | Q2 2013 | Q3 2017 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q2 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q4 2016 | 8 |
AJ WEALTH STRATEGIES, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q4 2019 | 8 |
First Horizon Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 8 |
BHF RG Capital Inc. | 6 | 1 | 0.16% | 4.90% | 7.73% | Q4 2019 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.15% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 2.02% | 2.51% | 3.44% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
AGF INVESTMENTS INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Morningstar Investment Management LLC | 7 | 7 | 0.67% | 2.05% | 3.19% | Q2 2020 | Q4 2021 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q2 2023 | 7 |
One Charles Private Wealth Services, LLC | 7 | 7 | 0.72% | 1.11% | 1.85% | Q1 2022 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.49% | 0.81% | 1.15% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Fingerlakes Wealth Management, Inc. | 7 | 7 | 0.40% | 0.69% | 0.99% | Q4 2021 | Q2 2023 | 7 |
PFG Advisors | 7 | 7 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q2 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Alterity Financial Group, LLC | 5 | 1 | 0.30% | 0.44% | 0.53% | Q1 2021 | Q2 2023 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.34% | 0.46% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2014 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Spearhead Capital Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 7 | 0.04% | 0.45% | 1.09% | Q2 2020 | Q4 2021 | 7 |
Rain Capital Management, LLC | 7 | 7 | 0.00% | 0.75% | 1.66% | Q1 2021 | Q3 2022 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.15% | 0.20% | 0.33% | Q3 2016 | Q1 2018 | 7 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Boston Trust Walden Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.02% | 0.20% | 0.51% | Q2 2019 | Q3 2020 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Regal Investment Advisors LLC | 5 | 1 | 0.24% | 0.48% | 0.77% | Q2 2020 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.33% | 0.68% | 1.12% | Q4 2021 | Q1 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
KEMPER Corp | 6 | 6 | 2.69% | 11.99% | 17.23% | Q3 2018 | Q4 2019 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 6 |
RPg Family Wealth Advisory, LLC | 6 | 6 | 0.02% | 0.21% | 0.29% | Q4 2015 | Q1 2017 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 0.61% | 1.50% | Q1 2016 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q1 2020 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 6 |
MMA ASSET MANAGEMENT LLC | 5 | 1 | 0.53% | 1.41% | 3.89% | Q4 2020 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2020 | 6 |
Ledge Wealth Management, Inc. | 6 | 6 | 2.46% | 2.77% | 3.24% | Q2 2022 | Q3 2023 | 6 |
BURNEY CO/ | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Econ Financial Services Corp | 5 | 1 | 0.36% | 3.02% | 6.33% | Q4 2021 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
LCNB CORP | 6 | 6 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Saba Capital Management, L.P. | 2 | 1 | 0.02% | 0.44% | 1.20% | Q3 2013 | Q2 2015 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.01% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
GenTrust, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q2 2019 | Q2 2020 | 5 |
MARYLAND CAPITAL ADVISORS INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 5 |
CENTRAL TRUST Co | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2021 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 5 |
Bath Savings Trust Co | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
American Trust | 5 | 5 | 0.36% | 0.54% | 0.77% | Q4 2021 | Q4 2022 | 5 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Savior LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
Canton Hathaway, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 1.02% | 1.48% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.06% | 0.24% | 0.40% | Q4 2022 | Q4 2023 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2020 | 5 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q1 2019 | 5 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 5 |
Source Financial Advisors LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q4 2021 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 2.81% | 3.05% | 3.14% | Q3 2022 | Q3 2023 | 5 |
Global Endowment Management, LP | 5 | 5 | 0.09% | 0.15% | 0.22% | Q2 2015 | Q2 2016 | 5 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 5 | 5 | 0.40% | 0.52% | 0.61% | Q1 2019 | Q1 2020 | 5 |
Northeast Financial Group, Inc. | 4 | 4 | 1.38% | 1.59% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.88% | 1.20% | 1.62% | Q1 2017 | Q4 2017 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.41% | 0.73% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 1 | 0.26% | 0.28% | 0.32% | Q1 2016 | Q1 2020 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q3 2021 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Laird Norton Wetherby Trust Company, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Employees' Retirement Fund of the City of Fort Worth | 4 | 4 | 0.94% | 0.98% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 3 | 1 | 0.16% | 0.21% | 0.32% | Q3 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 2 | 2 | 0.48% | 1.06% | 1.42% | Q1 2018 | Q1 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.09% | 0.34% | Q2 2017 | Q1 2018 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 4.46% | 9.11% | 21.00% | Q4 2022 | Q3 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Olympus Peak Asset Management LP | 4 | 4 | 7.74% | 38.02% | 100.00% | Q2 2022 | Q1 2023 | 4 |
Moors & Cabot, Inc. | 2 | 1 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q1 2020 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.65% | 0.77% | 0.88% | Q4 2022 | Q3 2023 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.40% | 0.69% | 1.17% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2016 | Q2 2017 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Portfolio Strategies Inc | 4 | 4 | 1.47% | 2.18% | 2.86% | Q4 2013 | Q3 2014 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.04% | 0.36% | 0.53% | Q2 2021 | Q1 2022 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 1.32% | 1.51% | 1.74% | Q4 2020 | Q3 2021 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.08% | 0.13% | Q1 2021 | Q2 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q2 2020 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.80% | 1.24% | 1.92% | Q2 2020 | Q1 2021 | 4 |
Hanlon Investment Management, Inc. | 3 | 1 | 2.09% | 2.89% | 4.12% | Q2 2019 | Q2 2020 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.64% | 0.75% | 0.93% | Q4 2018 | Q3 2019 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.08% | 0.96% | 2.17% | Q2 2019 | Q2 2020 | 4 |
FinTrust Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.22% | 0.33% | 0.39% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 1.26% | 1.34% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Cahill Wealth Management, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Rotella Capital Management, Inc. | 4 | 4 | 0.72% | 0.88% | 1.07% | Q1 2014 | Q4 2014 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.75% | 1.76% | Q2 2019 | Q1 2020 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.14% | 0.24% | 0.30% | Q3 2019 | Q1 2020 | 3 |
Refined Wealth Management | 3 | 3 | 5.97% | 6.14% | 6.43% | Q1 2023 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.04% | 2.18% | 6.47% | Q2 2022 | Q4 2022 | 3 |
Capital Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Octavia Wealth Advisors, LLC | 3 | 3 | 1.51% | 1.60% | 1.70% | Q1 2023 | Q3 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
FIDUCIENT ADVISORS LLC | 3 | 3 | 1.16% | 5.26% | 8.61% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.98% | 1.30% | 1.90% | Q4 2013 | Q1 2015 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Systelligence, LLC | 3 | 3 | 2.40% | 4.20% | 7.66% | Q2 2023 | Q4 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.26% | 0.46% | Q4 2014 | Q2 2018 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.52% | 1.21% | 1.58% | Q4 2021 | Q3 2022 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Prostatis Group LLC | 3 | 3 | 0.28% | 0.51% | 0.64% | Q4 2022 | Q2 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q4 2014 | Q2 2015 | 3 |
Private Harbour Investment Management & Counsel, LLC | 3 | 3 | 2.27% | 2.91% | 3.58% | Q1 2017 | Q3 2017 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Tactical Allocation Group LLC | 2 | 1 | 1.58% | 5.33% | 12.60% | Q2 2013 | Q2 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Focused Wealth Management, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 3 |
Fusion Investment Group, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q2 2015 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.14% | 0.21% | Q1 2020 | Q3 2020 | 3 |
MD Financial Management Inc. | 1 | 1 | 0.54% | 0.78% | 1.18% | Q2 2019 | Q1 2021 | 3 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q2 2014 | Q1 2018 | 3 |
Gray Wealth Management Inc. | 3 | 3 | 0.32% | 0.41% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2018 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Accuvest Global Advisors | 3 | 3 | 0.53% | 0.72% | 0.92% | Q2 2013 | Q4 2013 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Smith Anglin Financial, LLC | 3 | 3 | 3.40% | 3.76% | 4.26% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 9.30% | 9.61% | 9.90% | Q2 2017 | Q4 2017 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.03% | 0.28% | 0.61% | Q4 2017 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
NATIXIS | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
D. E. Shaw & Co., Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.29% | 2.49% | 2.64% | Q1 2023 | Q3 2023 | 3 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
BARINGS LLC | 2 | 2 | 0.48% | 0.49% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 1.58% | 1.62% | 1.65% | Q4 2014 | Q1 2015 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2017 | 2 |
Clearshares LLC | 2 | 2 | 3.14% | 3.17% | 3.21% | Q4 2017 | Q1 2018 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
Truadvice, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Fermata Advisors, LLC | 1 | 1 | 0.30% | 0.73% | 1.16% | Q1 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.22% | 0.56% | 0.91% | Q4 2020 | Q1 2021 | 2 |
Research Affiliates, LLC | 2 | 2 | 2.87% | 2.89% | 2.92% | Q2 2013 | Q3 2013 | 2 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Bangor Savings Bank | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Csenge Advisory Group | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2014 | Q1 2023 | 2 |
Family Management Corp | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 2 |
CNO Financial Group, Inc. | 2 | 2 | 14.70% | 16.39% | 18.08% | Q4 2020 | Q1 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Centiva Capital, LP | 1 | 1 | 0.11% | 0.23% | 0.36% | Q1 2022 | Q4 2022 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2018 | Q2 2020 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.04% | 0.24% | 0.44% | Q4 2022 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.20% | 0.39% | Q1 2020 | Q3 2020 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.38% | 0.49% | 0.60% | Q4 2018 | Q1 2019 | 2 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2015 | Q4 2015 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q2 2014 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q4 2021 | 2 |
Boyd Wealth Management, LLC | 2 | 2 | 4.17% | 4.47% | 4.77% | Q2 2023 | Q3 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TSFG, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Karpus Management, Inc. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.91% | 1.09% | 1.28% | Q4 2022 | Q1 2023 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.99% | 1.08% | 1.16% | Q3 2016 | Q4 2016 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.77% | 0.79% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Leucadia National | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
UNIVERSITY OF CHICAGO | 1 | 1 | 42.79% | 42.79% | 42.79% | Q4 2012 | Q4 2012 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SWAN Capital LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2023 | Q3 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 7.83% | 7.83% | 7.83% | Q1 2023 | Q1 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 6.74% | 6.74% | 6.74% | Q2 2023 | Q2 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2015 | Q1 2015 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2022 | Q3 2022 | 1 |
Silver Point Capital L.P. | 1 | 1 | 4.89% | 4.89% | 4.89% | Q1 2020 | Q1 2020 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2016 | Q3 2016 | 1 |
GLOBE LIFE INC. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2019 | Q4 2019 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2023 | Q3 2023 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q4 2019 | Q4 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2015 | Q2 2015 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2019 | Q3 2019 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2016 | Q2 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2022 | Q4 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FINANCIAL ADVISORY PARTNERS, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Higher Moment Capital LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2017 | Q4 2017 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2023 | Q3 2023 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Retireful, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2023 | Q2 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Pactiv General Employee Benefit Trust | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2019 | Q4 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.