Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 88 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.21% | 0.62% | 1.28% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.02% | 1.07% | 3.13% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.64% | 1.95% | 2.74% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.28% | 2.51% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.10% | 0.31% | 0.91% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.04% | 0.61% | 2.49% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.35% | 1.28% | 2.20% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.07% | 0.46% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.03% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 41 |
DAVENPORT & Co LLC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.65% | 1.96% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.10% | 0.33% | 0.72% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 1.21% | 2.77% | Q2 2013 | Q1 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.45% | 0.82% | 1.20% | Q4 2013 | Q3 2023 | 40 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 39 | 39 | 0.02% | 5.01% | 14.84% | Q2 2013 | Q4 2022 | 39 |
America First Investment Advisors, LLC | 38 | 38 | 0.00% | 3.44% | 4.96% | Q2 2013 | Q3 2022 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 38 |
Hudock, Inc. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 37 |
Neumann Capital Management, LLC | 36 | 36 | 1.23% | 3.16% | 4.87% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 31 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.77% | 1.87% | 2.38% | Q2 2013 | Q1 2022 | 36 |
Portland Global Advisors LLC | 22 | 14 | 0.10% | 0.69% | 1.16% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.32% | 0.95% | 2.60% | Q2 2013 | Q1 2022 | 36 |
Chicago Partners Investment Group LLC | 35 | 35 | 0.01% | 0.08% | 0.33% | Q4 2014 | Q2 2023 | 35 |
PINNACLE ASSOCIATES LTD | 23 | 10 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Texas Yale Capital Corp. | 33 | 33 | 0.10% | 0.17% | 0.24% | Q3 2015 | Q3 2023 | 33 |
BOSTON FAMILY OFFICE LLC | 32 | 32 | 0.08% | 0.12% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Ancora Advisors LLC | 28 | 1 | 0.00% | 0.27% | 1.18% | Q2 2013 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.28% | 0.90% | 2.13% | Q4 2015 | Q3 2023 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 31 |
BOKF, NA | 28 | 3 | 0.00% | 0.20% | 0.81% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 31 |
Community Financial Services Group, LLC | 31 | 31 | 0.54% | 1.08% | 2.66% | Q2 2014 | Q4 2021 | 31 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 10 | 1 | 0.01% | 0.13% | 0.34% | Q1 2013 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 30 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 30 | 30 | 0.12% | 0.42% | 0.70% | Q2 2016 | Q3 2023 | 30 |
Homrich & Berg | 20 | 5 | 0.01% | 0.09% | 0.20% | Q4 2013 | Q3 2021 | 30 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 0.15% | 1.09% | 3.97% | Q2 2013 | Q3 2020 | 30 |
Covington Capital Management | 21 | 1 | 0.01% | 0.19% | 0.76% | Q3 2013 | Q3 2022 | 29 |
Covenant Asset Management, LLC | 28 | 28 | 0.14% | 0.43% | 0.76% | Q4 2016 | Q3 2023 | 28 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 28 | 28 | 3.74% | 7.20% | 8.95% | Q1 2017 | Q4 2023 | 28 |
Valmark Advisers, Inc. | 26 | 1 | 0.00% | 0.17% | 0.53% | Q3 2014 | Q1 2022 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 27 | 0.08% | 0.25% | 0.60% | Q2 2013 | Q4 2019 | 27 |
Psagot Value Holdings Ltd. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 27 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 27 | 27 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
AlphaMark Advisors, LLC | 27 | 27 | 0.01% | 0.05% | 0.20% | Q1 2014 | Q3 2020 | 27 |
JPMORGAN CHASE & CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
White Pine Investment CO | 27 | 27 | 0.42% | 2.76% | 3.44% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
LVM CAPITAL MANAGEMENT LTD/MI | 22 | 4 | 0.04% | 0.89% | 2.94% | Q2 2013 | Q4 2019 | 26 |
Asset Dedication, LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Alpha Omega Wealth Management LLC | 15 | 1 | 0.01% | 0.13% | 0.40% | Q4 2015 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 25 |
Intercontinental Wealth Advisors, LLC | 25 | 25 | 0.06% | 0.18% | 0.39% | Q2 2017 | Q2 2023 | 25 |
Allworth Financial LP | 13 | 12 | 0.00% | 0.11% | 0.72% | Q3 2013 | Q3 2023 | 25 |
Stratford Consulting, LLC | 25 | 25 | 1.63% | 2.71% | 3.44% | Q1 2014 | Q1 2020 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ROTHSCHILD INVESTMENT LLC /IL | 24 | 24 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2019 | 24 |
Armor Investment Advisors, LLC | 24 | 24 | 1.10% | 1.34% | 1.60% | Q4 2016 | Q3 2022 | 24 |
Ironsides Asset Advisors, LLC | 23 | 1 | 0.06% | 0.15% | 0.41% | Q2 2014 | Q2 2020 | 24 |
Bank of New York Mellon Corp | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 0.66% | 1.70% | 5.98% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q2 2022 | 23 |
OLD DOMINION CAPITAL MANAGEMENT INC | 23 | 23 | 0.71% | 3.70% | 4.54% | Q2 2013 | Q4 2018 | 23 |
Financial Planning & Information Services, Inc. | 23 | 23 | 0.37% | 4.02% | 4.98% | Q1 2018 | Q3 2023 | 23 |
Perigon Wealth Management, LLC | 21 | 1 | 0.00% | 0.12% | 0.21% | Q3 2011 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
QS Investors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 23 |
MADISON INVESTMENT HOLDINGS INC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 22 |
GREENLEAF TRUST | 22 | 22 | 0.00% | 0.24% | 0.85% | Q2 2013 | Q3 2018 | 22 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q4 2021 | 22 |
RPG Investment Advisory, LLC | 22 | 22 | 0.08% | 0.13% | 0.17% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 11 | 4 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 22 |
Motley Fool Wealth Management, LLC | 22 | 22 | 0.30% | 0.69% | 0.84% | Q4 2014 | Q1 2020 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Vontobel Swiss Wealth Advisors AG | 12 | 3 | 0.14% | 0.48% | 3.41% | Q4 2014 | Q2 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 17 | 3 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.17% | 0.65% | Q1 2015 | Q1 2023 | 20 |
NOESIS CAPITAL MANGEMENT CORP | 20 | 20 | 0.39% | 0.54% | 0.70% | Q3 2013 | Q2 2018 | 20 |
Nicholas Hoffman & Company, LLC. | 20 | 20 | 0.05% | 0.36% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.02% | 0.22% | 0.63% | Q4 2018 | Q3 2023 | 20 |
WESCAP Management Group, Inc. | 20 | 20 | 0.51% | 0.76% | 1.26% | Q4 2018 | Q3 2023 | 20 |
BOSTON FINANCIAL MANGEMENT LLC | 20 | 20 | 0.60% | 0.73% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Millburn Ridgefield Corp | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2021 | 20 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.11% | 0.34% | Q3 2014 | Q1 2023 | 20 |
NWAM LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 3.48% | 5.40% | 7.52% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 19 |
Cornerstone Capital, Inc. | 19 | 19 | 0.08% | 0.14% | 0.96% | Q3 2015 | Q1 2020 | 19 |
Cerity Partners LLC | 13 | 6 | 0.08% | 0.17% | 0.36% | Q1 2017 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 15 | 4 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2022 | 19 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.00% | 0.06% | 0.15% | Q4 2015 | Q1 2020 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 18 |
CAPITAL MANAGEMENT CORP /VA | 13 | 2 | 0.05% | 1.22% | 3.46% | Q1 2017 | Q2 2023 | 18 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 18 |
VISTA INVESTMENT MANAGEMENT | 13 | 5 | 0.18% | 0.78% | 1.12% | Q4 2018 | Q3 2023 | 18 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 1 | 0.03% | 0.10% | 0.20% | Q4 2013 | Q4 2021 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 18 |
BROWN ADVISORY INC | 16 | 2 | 0.00% | 0.02% | 0.15% | Q3 2014 | Q1 2020 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Lester Murray Antman dba SimplyRich | 14 | 4 | 0.18% | 0.59% | 1.88% | Q4 2017 | Q2 2022 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
JOYN Advisors, Inc. | 17 | 1 | 0.11% | 3.90% | 8.24% | Q3 2014 | Q1 2019 | 18 |
BANK OF THE WEST | 9 | 4 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q4 2019 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 0.12% | 0.43% | 0.71% | Q2 2013 | Q4 2017 | 18 |
BB&T SECURITIES, LLC | 9 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2018 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Cetera Advisors LLC | 9 | 8 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Coastline Trust Co | 17 | 17 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q1 2020 | 17 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.13% | 0.44% | Q4 2016 | Q4 2021 | 17 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 16 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2020 | 16 |
ROPES WEALTH ADVISORS LLC | 15 | 1 | 0.02% | 0.11% | 0.14% | Q4 2016 | Q2 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.05% | 0.13% | Q2 2016 | Q1 2020 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.04% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Cordasco Financial Network | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Columbus Macro, LLC | 16 | 16 | 0.29% | 0.63% | 1.32% | Q4 2019 | Q3 2023 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 5 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2018 | 16 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q4 2022 | 16 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 2 | 0.04% | 0.18% | 0.49% | Q2 2013 | Q2 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.00% | 0.04% | 0.22% | Q4 2019 | Q3 2023 | 16 |
BARCLAYS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.06% | 0.14% | 0.20% | Q2 2016 | Q4 2019 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RAY GERALD L & ASSOCIATES LTD | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2014 | Q3 2017 | 15 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
Montecito Bank & Trust | 9 | 1 | 0.05% | 0.60% | 2.22% | Q2 2013 | Q2 2019 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.67% | 0.76% | 0.97% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Cambria Investment Management, L.P. | 15 | 15 | 0.04% | 0.50% | 1.05% | Q4 2014 | Q2 2018 | 15 |
Mariner, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 15 |
Bank OZK | 10 | 4 | 0.08% | 0.22% | 0.34% | Q2 2017 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 6 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 14 |
Biltmore Family Office, LLC | 10 | 4 | 0.07% | 1.15% | 2.26% | Q4 2017 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2021 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 14 |
MAI Capital Management | 14 | 14 | 0.01% | 0.13% | 0.54% | Q4 2014 | Q1 2018 | 14 |
Brown Advisory Securities, LLC | 11 | 3 | 0.06% | 0.16% | 0.27% | Q1 2014 | Q2 2019 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.30% | 1.04% | 1.54% | Q2 2013 | Q3 2016 | 14 |
TOMPKINS FINANCIAL CORP | 13 | 1 | 0.01% | 2.11% | 3.85% | Q2 2013 | Q1 2017 | 14 |
COLONY GROUP LLC | 9 | 5 | 0.01% | 0.07% | 0.27% | Q4 2013 | Q1 2020 | 14 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 14 |
WP Advisors, LLC | 13 | 13 | 0.30% | 0.41% | 0.66% | Q4 2016 | Q4 2019 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
TD Ameritrade Trust Co | 13 | 13 | 0.11% | 0.29% | 0.62% | Q3 2014 | Q3 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 9 | 4 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
RiverFront Investment Group, LLC | 13 | 13 | 0.45% | 1.16% | 2.24% | Q1 2010 | Q1 2013 | 13 |
Winning Points Advisors, LLC | 12 | 1 | 0.26% | 0.32% | 0.36% | Q1 2017 | Q4 2021 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q1 2021 | 13 |
BEACON FINANCIAL GROUP | 13 | 13 | 0.32% | 0.41% | 0.54% | Q1 2018 | Q1 2021 | 13 |
Winslow, Evans & Crocker, Inc. | 10 | 2 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q4 2020 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.18% | 0.35% | 0.45% | Q4 2020 | Q3 2023 | 12 |
S&CO INC | 12 | 12 | 0.08% | 0.12% | 0.14% | Q4 2013 | Q3 2016 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.31% | 0.48% | 0.79% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 12 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Choate Investment Advisors | 11 | 1 | 0.03% | 0.99% | 2.21% | Q2 2013 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.25% | 0.67% | 1.40% | Q4 2020 | Q3 2023 | 12 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 12 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Fund Evaluation Group, LLC | 12 | 12 | 0.10% | 0.56% | 1.12% | Q1 2014 | Q4 2016 | 12 |
Tacita Capital Inc | 12 | 12 | 1.37% | 1.74% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.12% | 0.21% | 0.38% | Q2 2013 | Q1 2016 | 12 |
Brinker Capital Investments, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.10% | 0.82% | 1.07% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q2 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Main Management LLC | 12 | 12 | 0.11% | 0.16% | 0.18% | Q2 2013 | Q1 2016 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 0.16% | 0.66% | 1.49% | Q4 2012 | Q2 2015 | 11 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.81% | 1.22% | 1.76% | Q4 2020 | Q3 2023 | 11 |
Stillwater Capital Advisors, LLC | 11 | 11 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q4 2015 | 11 |
CWM, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 11 |
CULBERTSON A N & CO INC | 11 | 11 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q4 2015 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 11 |
New World Advisors LLC | 9 | 2 | 0.23% | 0.47% | 0.84% | Q1 2019 | Q4 2021 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q2 2021 | 11 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.19% | Q4 2018 | Q2 2022 | 10 |
Strategic Wealth Partners, Ltd. | 10 | 10 | 0.03% | 0.37% | 0.83% | Q4 2017 | Q1 2020 | 10 |
BAHL & GAYNOR INC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.01% | 0.05% | 0.09% | Q1 2013 | Q2 2015 | 10 |
American Financial Advisors, LLC | 10 | 10 | 0.04% | 0.42% | 2.58% | Q4 2019 | Q1 2022 | 10 |
Meridian Financial Partners LLC | 10 | 10 | 0.17% | 0.28% | 0.42% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Berger Financial Group, Inc | 7 | 3 | 0.03% | 0.11% | 0.73% | Q4 2020 | Q3 2023 | 10 |
Well Done, LLC | 10 | 10 | 0.04% | 0.10% | 0.14% | Q1 2018 | Q2 2020 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2014 | Q3 2016 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.01% | 0.52% | 1.04% | Q2 2013 | Q3 2015 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q2 2017 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 1 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q2 2022 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.05% | 0.37% | 1.13% | Q2 2013 | Q2 2015 | 9 |
Bray Capital Advisors | 9 | 9 | 0.09% | 0.46% | 0.92% | Q4 2014 | Q4 2016 | 9 |
SouthState Corp | 9 | 9 | 0.03% | 0.20% | 0.31% | Q2 2013 | Q2 2015 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mosaic Financial Partners, Inc. | 9 | 9 | 0.38% | 0.72% | 0.99% | Q2 2013 | Q2 2015 | 9 |
Merriman Wealth Management, LLC | 6 | 1 | 0.18% | 0.40% | 0.96% | Q3 2013 | Q1 2022 | 9 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 1.81% | 2.68% | 3.80% | Q4 2013 | Q4 2015 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
COBIZ WEALTH, LLC | 9 | 9 | 0.07% | 0.18% | 0.44% | Q2 2013 | Q2 2015 | 9 |
Kovitz Investment Group Partners, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2019 | 9 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 9 |
Laidlaw Group, LLC | 9 | 9 | 1.14% | 1.43% | 1.75% | Q2 2013 | Q2 2015 | 9 |
MITCHELL SINKLER & STARR/PA | 9 | 9 | 0.24% | 0.32% | 0.52% | Q2 2013 | Q2 2015 | 9 |
Accel Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.60% | 0.83% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.42% | 0.46% | 0.54% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q1 2018 | Q4 2019 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2016 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.01% | 0.40% | 0.82% | Q2 2020 | Q2 2022 | 8 |
Wedmont Private Capital | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 3.33% | 3.63% | 4.06% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.09% | 0.36% | 0.68% | Q4 2019 | Q2 2021 | 7 |
Smart Money Group LLC | 7 | 7 | 0.57% | 0.88% | 1.32% | Q1 2019 | Q3 2020 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
MADDEN SECURITIES Corp | 7 | 7 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q3 2022 | 7 |
Swaine & Leidel Wealth Services, LLC | 6 | 1 | 2.09% | 2.88% | 3.79% | Q4 2019 | Q1 2022 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 7 |
3D/L Capital Management, LLC | 6 | 1 | 0.02% | 0.10% | 0.15% | Q4 2020 | Q1 2023 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.04% | 0.17% | 0.29% | Q2 2018 | Q4 2019 | 7 |
CAPITAL ONE FINANCIAL CORP | 7 | 7 | 0.03% | 0.22% | 0.63% | Q1 2020 | Q3 2021 | 7 |
WealthShield Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 1.70% | 2.09% | 2.41% | Q2 2013 | Q4 2014 | 7 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 7 |
Baystate Wealth Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.22% | 0.50% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Crestwood Advisors Group, LLC | 7 | 7 | 0.08% | 2.62% | 4.01% | Q2 2013 | Q4 2014 | 7 |
EASTERN BANK | 4 | 3 | 0.03% | 0.69% | 0.94% | Q2 2019 | Q3 2023 | 7 |
Sowell Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2014 | 7 |
TRUST CO OF OKLAHOMA | 7 | 7 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 7 |
Freedom Investment Management, Inc. | 4 | 1 | 0.02% | 0.03% | 0.08% | Q1 2013 | Q4 2021 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.52% | 1.05% | Q4 2018 | Q3 2021 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.10% | 0.15% | 0.19% | Q4 2013 | Q2 2015 | 7 |
Advisors Preferred, LLC | 5 | 2 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2017 | 7 |
Asset Management Advisors, LLC | 7 | 7 | 2.62% | 2.93% | 3.24% | Q3 2020 | Q1 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.08% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2017 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2015 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.28% | 0.57% | 0.82% | Q2 2013 | Q4 2014 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
E&G Advisors, LP | 7 | 7 | 0.23% | 0.37% | 0.57% | Q4 2013 | Q2 2015 | 7 |
Aprio Wealth Management, LLC | 6 | 1 | 0.07% | 3.58% | 6.87% | Q4 2019 | Q2 2023 | 7 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 4.18% | 4.63% | 5.15% | Q2 2021 | Q3 2022 | 6 |
COMMUNITY TRUST & INVESTMENT CO | 6 | 6 | 1.57% | 1.72% | 1.82% | Q2 2013 | Q3 2014 | 6 |
Eagle Ridge Investment Management | 6 | 6 | 0.17% | 0.19% | 0.22% | Q3 2015 | Q4 2016 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.53% | 2.64% | Q1 2022 | Q2 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.42% | 0.60% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.22% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.55% | 1.19% | 1.79% | Q2 2013 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2020 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 1.53% | 2.14% | 2.86% | Q2 2013 | Q3 2014 | 6 |
IFG Advisory, LLC | 4 | 2 | 0.07% | 0.13% | 0.16% | Q1 2018 | Q4 2019 | 6 |
Relative Value Partners Group, LLC | 6 | 6 | 0.30% | 0.56% | 0.74% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q2 2020 | 6 |
Parkwood LLC | 6 | 6 | 1.42% | 2.09% | 2.81% | Q1 2014 | Q2 2015 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Alaska Permanent Fund Corp | 6 | 6 | 0.00% | 0.04% | 0.19% | Q3 2021 | Q4 2022 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2017 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q4 2019 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2016 | 5 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.57% | 0.62% | 0.68% | Q3 2022 | Q3 2023 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.37% | 1.00% | 2.22% | Q2 2013 | Q1 2018 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 5 | 0.73% | 0.80% | 0.89% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.21% | 0.39% | 0.65% | Q4 2018 | Q4 2019 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.35% | 0.37% | 0.38% | Q4 2021 | Q4 2022 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Horrell Capital Management, Inc. | 5 | 5 | 0.00% | 0.04% | 0.05% | Q2 2014 | Q2 2015 | 5 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5 | 5 | 0.12% | 3.05% | 3.97% | Q3 2019 | Q3 2020 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2019 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2018 | 5 |
Tillar-Wenstrup Advisors, LLC | 5 | 5 | 1.91% | 2.25% | 2.79% | Q2 2014 | Q2 2015 | 5 |
Regal Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 4 |
Firestone Capital Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.05% | 0.10% | 0.12% | Q4 2013 | Q3 2014 | 4 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q4 2022 | 4 |
Litman Gregory Wealth Management LLC | 3 | 1 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q2 2014 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.38% | 0.40% | 0.46% | Q4 2020 | Q3 2021 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.08% | 0.16% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Community Bank, N.A. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2014 | Q3 2015 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 1.56% | 1.68% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.11% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2017 | Q4 2017 | 4 |
HB Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 4 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2018 | 4 |
Claro Advisors LLC | 3 | 1 | 0.01% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.39% | 0.44% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.01% | 0.33% | 0.49% | Q2 2013 | Q1 2014 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.88% | 1.60% | 2.30% | Q4 2017 | Q3 2018 | 4 |
CERTUITY, LLC | 4 | 4 | 0.07% | 0.18% | 0.30% | Q3 2021 | Q2 2022 | 4 |
FINANCIAL COUNSELORS INC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q4 2020 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 1.13% | 1.19% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.08% | 0.65% | 1.32% | Q2 2013 | Q1 2014 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2018 | 4 |
HC FINANCIAL ADVISORS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q4 2018 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.32% | 0.50% | 0.69% | Q4 2022 | Q3 2023 | 4 |
CPWM, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q1 2017 | Q4 2017 | 4 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.09% | 0.34% | Q2 2015 | Q3 2020 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.15% | 1.56% | 5.14% | Q4 2017 | Q3 2018 | 4 |
Risk Paradigm Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.21% | 0.51% | 0.79% | Q2 2013 | Q1 2014 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.22% | 0.87% | Q4 2021 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.29% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.14% | 0.19% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.67% | 0.72% | 0.76% | Q4 2018 | Q3 2019 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.28% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 4 | 0.18% | 0.23% | 0.29% | Q4 2019 | Q3 2020 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.86% | 1.88% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Intellectus Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 3.25% | 3.27% | 3.28% | Q1 2023 | Q3 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.25% | 0.27% | 0.30% | Q2 2019 | Q4 2019 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Keystone Financial Planning, Inc. | 3 | 3 | 0.23% | 0.23% | 0.24% | Q4 2013 | Q2 2014 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 3 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.27% | 0.29% | 0.33% | Q1 2022 | Q3 2022 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RAND WEALTH, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.60% | 0.79% | 1.15% | Q2 2013 | Q4 2013 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.58% | 0.67% | 0.72% | Q2 2013 | Q4 2013 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.56% | 1.67% | 1.81% | Q2 2013 | Q4 2013 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.20% | 0.22% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 0.31% | 0.37% | 0.41% | Q2 2013 | Q4 2013 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.28% | 0.43% | Q2 2022 | Q3 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.01% | 0.62% | 1.02% | Q2 2013 | Q4 2013 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 2.06% | 2.09% | 2.15% | Q1 2023 | Q3 2023 | 3 |
STATE STREET CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.07% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Vantage Financial Partners Ltd., Inc. | 2 | 1 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q3 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.85% | 0.94% | 0.99% | Q1 2023 | Q3 2023 | 3 |
626 Financial, LLC | 2 | 1 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q1 2022 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 3 |
Matisse Capital | 3 | 3 | 0.33% | 0.35% | 0.38% | Q1 2023 | Q3 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 3 |
Wealthquest Corp | 3 | 3 | 15.22% | 20.51% | 23.48% | Q4 2014 | Q2 2015 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 3 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 3.79% | 3.79% | 3.79% | Q1 2022 | Q2 2022 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.09% | 0.16% | Q3 2013 | Q4 2013 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2014 | Q3 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 1.16% | 1.82% | 2.48% | Q2 2013 | Q3 2013 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
Haverford Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q4 2019 | Q1 2020 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
EXCELSIA, INC. | 2 | 2 | 5.56% | 5.96% | 6.37% | Q2 2014 | Q3 2014 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 4.29% | 4.55% | 4.81% | Q4 2021 | Q2 2022 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
ACG Wealth | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.83% | 0.84% | 0.86% | Q4 2022 | Q1 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q3 2020 | Q4 2020 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2019 | Q4 2019 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Texan Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2013 | Q3 2013 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2013 | Q4 2013 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2015 | Q4 2015 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Next Level Private LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2022 | Q2 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q4 2019 | Q4 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2016 | Q1 2016 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JD Financial Services Inc. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2021 | Q4 2021 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Element Wealth, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2022 | Q1 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
XPONANCE, INC. | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2013 | Q3 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2019 | Q2 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.