Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 76 |
MCF Advisors LLC | 40 | 7 | 0.02% | 0.05% | 0.17% | Q4 2011 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 2 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q3 2023 | 44 |
COLONY GROUP LLC | 42 | 42 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 1.21% | 2.48% | 5.27% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.28% | 0.43% | 0.62% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 3.03% | 5.27% | 9.42% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.18% | 0.30% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 0.45% | 1.02% | 2.22% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.20% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 0.69% | 1.32% | 2.54% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.03% | 0.11% | 0.20% | Q1 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.06% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 8 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
LS Investment Advisors, LLC | 41 | 41 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 35 | 6 | 0.09% | 0.88% | 1.44% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 27 | 14 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Sarasin & Partners LLP | 22 | 19 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 41 |
BRIGHTON JONES LLC | 26 | 15 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.03% | 0.26% | 0.54% | Q3 2013 | Q4 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 41 |
EXENCIAL WEALTH ADVISORS, LLC | 24 | 7 | 0.01% | 0.17% | 0.36% | Q1 2013 | Q2 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 40 |
Ancora Advisors LLC | 24 | 16 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
CHOREO, LLC | 39 | 39 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
ADVISORY RESEARCH INC | 39 | 39 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2022 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.02% | 0.04% | 0.15% | Q2 2013 | Q3 2022 | 38 |
RiverFront Investment Group, LLC | 37 | 37 | 0.18% | 3.98% | 15.13% | Q2 2011 | Q2 2020 | 37 |
M Holdings Securities, Inc. | 29 | 1 | 0.36% | 1.25% | 3.86% | Q4 2013 | Q2 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.06% | 0.11% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Kovack Advisors, Inc. | 36 | 36 | 0.03% | 0.39% | 1.11% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 32 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 36 | 36 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
TRUIST FINANCIAL CORP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 16 | 3 | 0.01% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 33 | 2 | 0.05% | 0.99% | 1.65% | Q4 2014 | Q3 2023 | 35 |
Koshinski Asset Management, Inc. | 19 | 16 | 0.44% | 0.79% | 1.36% | Q4 2014 | Q3 2023 | 35 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.09% | 0.60% | 1.94% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
WHITTIER TRUST CO OF NEVADA INC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 22 | 11 | 0.00% | 0.02% | 0.23% | Q2 2015 | Q3 2023 | 33 |
VESTOR CAPITAL, LLC | 20 | 13 | 0.10% | 0.35% | 1.97% | Q2 2015 | Q3 2023 | 33 |
Pineno Levin & Ford Asset Management, Inc. | 33 | 33 | 0.20% | 0.25% | 0.32% | Q4 2013 | Q4 2021 | 33 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 31 | 1 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.07% | 0.14% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Well Done, LLC | 32 | 32 | 0.07% | 0.13% | 0.17% | Q4 2015 | Q3 2023 | 32 |
VALLEY NATIONAL ADVISERS INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 1.10% | 1.92% | 3.06% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.09% | 0.20% | 0.34% | Q1 2016 | Q3 2023 | 31 |
GM Advisory Group, LLC | 28 | 3 | 0.07% | 0.20% | 0.51% | Q4 2013 | Q3 2023 | 31 |
BROWN ADVISORY INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Baystate Wealth Management LLC | 28 | 2 | 0.00% | 0.00% | 0.06% | Q2 2015 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.60% | 1.93% | 4.36% | Q2 2016 | Q3 2023 | 30 |
JNBA Financial Advisors | 20 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.01% | 0.01% | 0.05% | Q4 2014 | Q4 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
SignalPoint Asset Management, LLC | 20 | 4 | 0.00% | 0.17% | 0.27% | Q1 2016 | Q3 2023 | 29 |
OPPENHEIMER & CO INC | 15 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.08% | 0.63% | 1.02% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.04% | 0.07% | 0.08% | Q4 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.01% | 0.05% | 0.34% | Q4 2016 | Q3 2023 | 28 |
EP Wealth Advisors, LLC | 27 | 1 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 28 |
Valmark Advisers, Inc. | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 28 |
First Allied Advisory Services, Inc. | 24 | 2 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.28% | 0.72% | Q1 2017 | Q3 2023 | 27 |
CAMBRIDGE TRUST CO | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 20 | 7 | 0.00% | 0.02% | 0.33% | Q4 2014 | Q3 2023 | 27 |
Asset Dedication, LLC | 18 | 9 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 26 | 26 | 0.01% | 0.06% | 0.09% | Q1 2017 | Q2 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.07% | 0.25% | 0.76% | Q2 2013 | Q3 2019 | 26 |
Paracle Advisors, LLC | 15 | 11 | 0.53% | 1.38% | 3.36% | Q3 2014 | Q1 2021 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.04% | 0.11% | 0.25% | Q3 2017 | Q3 2023 | 25 |
SouthState Corp | 21 | 4 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q1 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
SHINE INVESTMENT ADVISORY SERVICES INC | 21 | 4 | 0.60% | 1.12% | 1.72% | Q2 2014 | Q3 2020 | 25 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 24 |
Live Your Vision, LLC | 24 | 24 | 2.23% | 8.03% | 24.84% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 24 |
SYNOVUS FINANCIAL CORP | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.16% | 0.30% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 14 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 23 |
VICUS CAPITAL | 23 | 23 | 0.02% | 0.11% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Smithfield Trust Co | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Wealthquest Corp | 14 | 4 | 0.03% | 0.11% | 0.43% | Q4 2014 | Q3 2023 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.06% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 23 |
SHEPHERD KAPLAN KROCHUK, LLC | 23 | 23 | 0.13% | 0.46% | 1.56% | Q4 2017 | Q2 2023 | 23 |
SECURITY NATIONAL TRUST CO | 18 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2021 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.36% | 0.49% | 0.62% | Q4 2017 | Q3 2023 | 23 |
REGENTATLANTIC CAPITAL LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2022 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.28% | 0.99% | 2.30% | Q2 2018 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2021 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.02% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.29% | 0.37% | 0.44% | Q1 2015 | Q2 2020 | 21 |
Advisors Preferred, LLC | 8 | 1 | 0.10% | 0.98% | 3.91% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
Advocacy Wealth Management Services, LLC | 19 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 21 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2022 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 15 | 5 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 2.46% | 3.70% | 6.35% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.09% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 1.18% | 2.07% | 2.67% | Q4 2018 | Q3 2023 | 20 |
IFG Advisory, LLC | 14 | 6 | 0.06% | 0.28% | 0.93% | Q1 2018 | Q3 2023 | 20 |
Meridian Financial Partners LLC | 20 | 20 | 1.66% | 5.49% | 10.52% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.45% | 0.54% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 1.32% | 1.84% | 2.66% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2020 | 20 |
Ausdal Financial Partners, Inc. | 17 | 1 | 0.00% | 0.28% | 0.37% | Q4 2015 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 19 |
Riverview Trust Co | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Reynders McVeigh Capital Management, LLC | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Peachtree Investment Advisors, Inc. | 19 | 19 | 0.20% | 0.28% | 0.38% | Q2 2014 | Q4 2018 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Private Vista, LLC | 19 | 19 | 3.87% | 9.57% | 18.42% | Q4 2015 | Q2 2020 | 19 |
Domani Wealth, LLC | 19 | 19 | 0.06% | 0.16% | 0.22% | Q3 2016 | Q1 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Private Ocean, LLC | 13 | 6 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Tranquility Partners, LLC | 18 | 18 | 0.32% | 0.57% | 1.18% | Q2 2019 | Q3 2023 | 18 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2022 | 18 |
SG Americas Securities, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2017 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
One Capital Management, LLC | 18 | 18 | 0.01% | 0.19% | 0.84% | Q4 2018 | Q1 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 6 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q1 2019 | 17 |
Caprock Group, LLC | 17 | 17 | 0.08% | 0.17% | 0.30% | Q1 2016 | Q1 2020 | 17 |
Sigma Planning Corp | 17 | 17 | 0.03% | 0.09% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 1.61% | 2.04% | 2.41% | Q3 2019 | Q3 2023 | 17 |
FINANCIAL COUNSELORS INC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Bristlecone Advisors, LLC | 17 | 17 | 0.82% | 1.29% | 1.82% | Q3 2019 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 9 | 7 | 0.04% | 0.07% | 0.27% | Q2 2013 | Q2 2017 | 16 |
Callan Capital, LLC | 14 | 2 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 16 |
PERRITT CAPITAL MANAGEMENT INC | 16 | 16 | 0.39% | 0.82% | 1.40% | Q1 2015 | Q4 2018 | 16 |
NATIONAL PLANNING CORP | 16 | 16 | 0.07% | 0.19% | 0.24% | Q2 2013 | Q1 2017 | 16 |
Key FInancial Inc | 16 | 16 | 0.78% | 1.95% | 2.49% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 16 | 16 | 0.39% | 0.58% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.13% | 0.22% | 0.30% | Q4 2019 | Q3 2023 | 16 |
First Heartland Consultants, Inc. | 15 | 1 | 0.02% | 0.12% | 0.48% | Q3 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.29% | 0.36% | 0.42% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.77% | 5.57% | 6.73% | Q4 2019 | Q3 2023 | 16 |
BDO Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.13% | 0.32% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 7 | 2 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 2.01% | 4.03% | 5.52% | Q4 2019 | Q3 2023 | 15 |
Seven Springs Wealth Group, LLC | 11 | 4 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 15 |
Tufton Capital Management | 15 | 15 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q2 2018 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.21% | 0.43% | 0.73% | Q4 2019 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
PFG Advisors | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 14 |
Garrett Wealth Advisory Group, LLC | 13 | 1 | 0.09% | 0.53% | 1.28% | Q3 2019 | Q3 2023 | 14 |
PSI Advisors, LLC | 9 | 5 | 0.03% | 0.14% | 0.54% | Q4 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.06% | 1.02% | 1.85% | Q2 2020 | Q3 2023 | 14 |
Weaver Consulting Group | 7 | 2 | 0.04% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.90% | 1.87% | 3.50% | Q4 2016 | Q1 2020 | 14 |
Platform Technology Partners | 10 | 4 | 0.42% | 0.52% | 0.65% | Q1 2020 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 13 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2017 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NICOLET BANKSHARES INC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BEACON FINANCIAL GROUP | 14 | 14 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.11% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
CERTUITY, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 6 | 2 | 0.03% | 0.35% | 0.64% | Q2 2013 | Q1 2018 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.38% | 0.56% | 0.90% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.91% | 1.45% | 2.37% | Q3 2016 | Q3 2019 | 13 |
Peninsula Wealth, LLC | 8 | 5 | 0.07% | 0.12% | 0.17% | Q3 2019 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.23% | 0.80% | 1.11% | Q3 2020 | Q3 2023 | 13 |
WFG Advisors, LP | 9 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.24% | 0.33% | 0.44% | Q4 2013 | Q3 2016 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.36% | 0.97% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Northern Capital Management, Inc. | 12 | 12 | 0.18% | 0.22% | 0.39% | Q4 2020 | Q3 2023 | 12 |
PROVIDA PENSION FUND ADMINISTRATOR | 8 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2022 | 12 |
BURNS J W & CO INC/NY | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Procyon Advisors, LLC | 12 | 12 | 0.28% | 0.56% | 0.97% | Q4 2020 | Q3 2023 | 12 |
HOLDERNESS INVESTMENTS CO | 12 | 12 | 0.27% | 0.29% | 0.32% | Q1 2017 | Q4 2019 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.56% | 0.82% | 1.13% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
AdvisorNet Financial, Inc | 9 | 3 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.26% | 0.41% | 0.70% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.11% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ShoreHaven Wealth Partners, LLC | 12 | 12 | 0.70% | 6.57% | 10.02% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q1 2016 | 11 |
Round Table Services, LLC | 7 | 4 | 0.27% | 0.49% | 0.76% | Q2 2013 | Q1 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
MAI Capital Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 11 | 11 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2022 | 11 |
SEI INVESTMENTS CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 11 |
Rollins Financial | 8 | 3 | 0.07% | 0.61% | 1.55% | Q4 2020 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q3 2023 | 11 |
BRYN MAWR TRUST Co | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q4 2019 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
OLD NATIONAL BANCORP /IN/ | 7 | 4 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BARCLAYS PLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 11 |
Mariner, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 11 |
Prospera Financial Services Inc | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.02% | 1.45% | 2.95% | Q2 2021 | Q3 2023 | 10 |
Grant Street Asset Management, Inc. | 10 | 10 | 0.17% | 0.34% | 0.43% | Q2 2020 | Q3 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Qube Research & Technologies Ltd | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 9 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Grandview Asset Management LLC | 9 | 1 | 0.14% | 0.27% | 0.45% | Q1 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 10 |
Intrua Financial, LLC | 10 | 10 | 0.05% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Capstone Triton Financial Group, LLC | 10 | 10 | 0.12% | 0.19% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.22% | 0.61% | 1.09% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.94% | 1.32% | 1.82% | Q4 2015 | Q1 2018 | 10 |
PRUDENTIAL FINANCIAL INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Dorsey & Whitney Trust CO LLC | 10 | 10 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Squar Milner Financial Services LLC | 7 | 2 | 0.05% | 0.15% | 0.30% | Q4 2017 | Q1 2020 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 9 |
SPC Financial, Inc. | 9 | 9 | 1.40% | 1.58% | 1.96% | Q2 2013 | Q2 2015 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 9 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 9 |
HL FINANCIAL SERVICES LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 9 |
Mosaic Financial Partners, Inc. | 9 | 9 | 0.16% | 0.17% | 0.18% | Q2 2016 | Q2 2018 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.34% | 0.35% | 0.37% | Q4 2021 | Q4 2023 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q4 2021 | 9 |
Ridgewood Investments LLC | 6 | 1 | 0.02% | 0.14% | 0.18% | Q4 2017 | Q2 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.44% | 0.49% | 0.54% | Q1 2021 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.02% | 0.08% | 0.11% | Q4 2021 | Q4 2023 | 9 |
Carlson Capital Management | 5 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 9 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 9 |
Ackerman Capital Advisors, LLC | 6 | 1 | 0.00% | 0.14% | 0.32% | Q2 2017 | Q1 2020 | 9 |
Community Bank, N.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.12% | 0.19% | 0.26% | Q4 2020 | Q4 2022 | 9 |
FIDELIS iM, LLC | 9 | 9 | 4.88% | 5.60% | 6.00% | Q3 2021 | Q3 2023 | 9 |
Newport Wealth Strategies, Inc. | 9 | 9 | 0.67% | 1.04% | 1.58% | Q4 2017 | Q4 2019 | 9 |
Moloney Securities Asset Management, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.11% | 0.62% | 0.87% | Q2 2013 | Q2 2015 | 9 |
First PREMIER Bank | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 0.63% | 0.67% | 0.71% | Q4 2021 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 0.56% | 0.68% | 0.79% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 3.19% | 7.86% | 10.62% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.24% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.29% | 1.06% | 2.78% | Q4 2021 | Q3 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 1 | 0.07% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 8 |
SII INVESTMENTS INC/WI | 6 | 2 | 0.02% | 0.05% | 0.20% | Q2 2014 | Q4 2017 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.26% | 0.31% | 0.45% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q3 2021 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.72% | 0.90% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.21% | 1.38% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.19% | 1.33% | 4.94% | Q4 2021 | Q3 2023 | 8 |
Lebenthal Global Advisors, LLC | 7 | 1 | 0.03% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.04% | 0.04% | 0.06% | Q1 2017 | Q4 2018 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q4 2020 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.12% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
ETFIDEA, LLC | 4 | 3 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.26% | 1.63% | Q4 2020 | Q4 2022 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 0.65% | 0.69% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.21% | 0.26% | 0.33% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.79% | 0.99% | 1.20% | Q2 2013 | Q4 2014 | 7 |
Neuberger Berman Group LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.36% | 0.51% | 0.67% | Q4 2015 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
ASSOCIATED BANC-CORP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2018 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Virginia National Bank | 7 | 7 | 1.11% | 1.66% | 3.00% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.14% | 0.30% | Q2 2013 | Q4 2014 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 0.18% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.12% | 0.16% | 0.22% | Q3 2017 | Q1 2019 | 7 |
Full Sail Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 5.48% | 6.10% | 6.84% | Q3 2018 | Q1 2020 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
CONNORS INVESTOR SERVICES INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
St. Louis Trust Co | 4 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.56% | 1.01% | 1.39% | Q4 2014 | Q2 2016 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 7 |
Old North State Trust, LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q1 2023 | 6 |
Marquette Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Beacon Pointe Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.36% | 0.51% | 0.58% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD SECURITIES, INC. | 3 | 1 | 0.04% | 0.10% | 0.28% | Q2 2021 | Q3 2023 | 6 |
Freedom Investment Management, Inc. | 4 | 2 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q4 2020 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Lutz Financial Services LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 5 | 1 | 0.11% | 2.09% | 3.18% | Q1 2017 | Q3 2023 | 6 |
ASPIRIANT, LLC | 6 | 6 | 0.02% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
SUNTRUST BANKS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 6 |
Integrated Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.76% | 1.42% | Q2 2013 | Q3 2014 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
White Lighthouse Investment Management Inc. | 6 | 6 | 0.15% | 0.37% | 0.54% | Q4 2017 | Q1 2019 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 1.21% | 1.52% | 1.68% | Q2 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
MADISON WEALTH MANAGEMENT | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q4 2020 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.12% | 0.16% | 0.19% | Q4 2017 | Q4 2018 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
First Allied Asset Management, Inc. | 5 | 5 | 0.44% | 0.57% | 0.74% | Q1 2014 | Q1 2015 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Dakota Wealth Management | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.11% | 0.39% | Q4 2014 | Q3 2023 | 5 |
Truadvice, LLC | 5 | 5 | 0.14% | 0.44% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Carnegie Capital Asset Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2021 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.03% | 0.11% | 0.16% | Q1 2019 | Q2 2020 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2017 | 5 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2019 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Madrona Financial Services, LLC | 5 | 5 | 0.27% | 0.42% | 0.53% | Q4 2014 | Q4 2015 | 5 |
Rex Capital Advisors, LLC | 4 | 1 | 0.19% | 0.21% | 0.23% | Q4 2014 | Q4 2016 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.26% | 0.72% | Q1 2015 | Q1 2023 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Salomon & Ludwin, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 4 |
Bridgewater Advisors Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
TIAA, FSB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 0.31% | 0.47% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 0.77% | 0.88% | 0.97% | Q2 2013 | Q1 2014 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.02% | 0.58% | 0.85% | Q4 2017 | Q4 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Waypoint Capital Advisors, LLC | 4 | 4 | 0.14% | 0.20% | 0.27% | Q4 2021 | Q3 2022 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.72% | 0.75% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.73% | 1.80% | 1.85% | Q4 2017 | Q3 2018 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 4 |
Adero Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 4 |
SIMPLEX TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 4 |
SOL Capital Management CO | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.57% | 0.66% | 0.83% | Q4 2022 | Q3 2023 | 4 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.51% | 0.57% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q2 2019 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.94% | 1.18% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.23% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.81% | 1.14% | 1.46% | Q2 2013 | Q1 2014 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.44% | 0.46% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.62% | 0.66% | 0.70% | Q3 2019 | Q2 2020 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
DAVIDSON & GARRARD INC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q2 2013 | Q1 2014 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q3 2021 | Q2 2022 | 4 |
Fusion Capital, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.06% | 0.16% | Q2 2015 | Q4 2022 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 5.11% | 5.40% | 5.59% | Q4 2017 | Q2 2018 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 2.96% | 3.06% | 3.11% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Norway Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Birch Hill Investment Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Kohmann Bosshard Financial Services, LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q4 2019 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 3 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q1 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q1 2020 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
Fiduciary Group LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q4 2020 | 3 |
PCG Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Haverford Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Collaborative Wealth Managment Inc. | 3 | 3 | 0.27% | 0.40% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Addison Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.31% | 0.31% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 1.60% | 1.87% | 2.25% | Q4 2020 | Q2 2021 | 3 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Geneva Partners, LLC | 2 | 1 | 0.23% | 0.24% | 0.26% | Q2 2016 | Q4 2017 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q4 2022 | 3 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.13% | 0.30% | Q3 2022 | Q1 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 6.55% | 8.02% | 9.08% | Q3 2014 | Q1 2015 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2016 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Diversified Portfolios, Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2015 | Q3 2016 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q4 2019 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q4 2020 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 1.32% | 1.38% | 1.43% | Q2 2020 | Q3 2020 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Huntington Steele LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2014 | Q1 2016 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 2 |
Oak Point Wealth Management | 2 | 2 | 2.14% | 2.23% | 2.33% | Q4 2017 | Q1 2018 | 2 |
SIGMA INVESTMENT COUNSELORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Trutina Financial LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q3 2013 | Q1 2014 | 2 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SUSQUEHANNA TRUST & INVESTMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 6.13% | 6.13% | 6.13% | Q2 2023 | Q2 2023 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Stratford Consulting, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q1 2020 | Q1 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIRSTMERIT BANK N A TRUSTEE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Parkside Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TIEMANN INVESTMENT ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OPUS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2015 | Q2 2015 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2014 | Q4 2014 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CXI Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.