Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 112 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 36 | 2 | 0.00% | 0.05% | 0.23% | Q2 2010 | Q3 2023 | 48 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.57% | 1.19% | 1.89% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Capital, Inc. | 42 | 42 | 0.25% | 1.94% | 3.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.00% | 0.19% | 1.26% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.09% | 0.46% | Q1 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.11% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.45% | 0.79% | 1.80% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.12% | 0.45% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.01% | 0.33% | 2.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 0.08% | 0.49% | 1.20% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.14% | 0.26% | 0.62% | Q2 2013 | Q3 2023 | 41 |
ROTHSCHILD INVESTMENT LLC /IL | 41 | 41 | 0.04% | 0.13% | 0.46% | Q2 2013 | Q2 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.03% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 41 |
MUFG Americas Holdings Corp | 41 | 41 | 0.00% | 0.04% | 0.36% | Q3 2012 | Q3 2022 | 41 |
ASSETMARK, INC | 41 | 41 | 0.06% | 0.11% | 0.20% | Q3 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 36 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Cutler Group LLC / CA | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.02% | 0.18% | 1.54% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.13% | 0.71% | 1.66% | Q4 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 7 | 0.11% | 0.67% | 1.62% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 24 | 8 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.04% | 0.24% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 36 | 3 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q4 2022 | 39 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39 | 39 | 0.05% | 0.15% | 0.27% | Q1 2014 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.05% | 0.77% | 2.42% | Q2 2013 | Q4 2022 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.06% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 39 |
CAHILL FINANCIAL ADVISORS INC | 23 | 15 | 0.09% | 0.29% | 1.07% | Q4 2013 | Q3 2023 | 38 |
Coastline Trust Co | 37 | 37 | 0.10% | 0.26% | 0.66% | Q2 2013 | Q2 2022 | 37 |
Cetera Advisors LLC | 18 | 4 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 8 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2023 | 37 |
STIFEL FINANCIAL CORP | 25 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 36 |
HOWE & RUSLING INC | 26 | 1 | 0.00% | 0.38% | 0.97% | Q2 2013 | Q2 2023 | 36 |
Janney Capital Management LLC | 25 | 11 | 0.00% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.04% | 0.36% | Q1 2014 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.03% | 0.16% | 0.51% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 21 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 35 |
FINANCIAL COUNSELORS INC | 22 | 13 | 0.00% | 0.18% | 1.54% | Q2 2013 | Q1 2022 | 35 |
Accredited Investors Inc. | 35 | 35 | 0.03% | 7.06% | 19.18% | Q2 2013 | Q4 2021 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.03% | 0.18% | 0.58% | Q3 2013 | Q1 2022 | 35 |
D.A. DAVIDSON & CO. | 22 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.02% | 0.19% | 0.41% | Q2 2015 | Q3 2023 | 34 |
Tortoise Investment Management, LLC | 33 | 33 | 0.01% | 0.06% | 0.23% | Q4 2012 | Q4 2020 | 33 |
SIGNET FINANCIAL MANAGEMENT, LLC | 30 | 3 | 0.06% | 0.13% | 0.21% | Q4 2014 | Q3 2023 | 33 |
Valmark Advisers, Inc. | 31 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Capital Advisors, Ltd. LLC | 25 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
KWMG, LLC | 32 | 32 | 0.03% | 0.61% | 3.08% | Q4 2014 | Q3 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 5 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q2 2023 | 32 |
TRUST CO OF VERMONT | 32 | 32 | 0.00% | 0.27% | 0.99% | Q2 2013 | Q1 2021 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 32 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q1 2022 | 31 |
Kistler-Tiffany Companies, LLC | 23 | 8 | 0.00% | 0.21% | 1.58% | Q2 2013 | Q1 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.56% | 1.75% | 3.09% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.04% | 0.31% | Q3 2013 | Q4 2023 | 31 |
STEPHENS INC /AR/ | 27 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 31 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 5 | 0.01% | 0.11% | 0.59% | Q3 2013 | Q3 2023 | 31 |
Montecito Bank & Trust | 31 | 31 | 0.11% | 0.37% | 1.34% | Q2 2016 | Q4 2023 | 31 |
SMITH, MOORE & CO. | 31 | 31 | 0.03% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
SignalPoint Asset Management, LLC | 31 | 31 | 0.14% | 0.21% | 0.48% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 31 |
AlphaMark Advisors, LLC | 30 | 30 | 0.01% | 0.07% | 0.36% | Q2 2013 | Q3 2020 | 30 |
CAPTRUST FINANCIAL ADVISORS | 25 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.05% | 0.46% | 1.08% | Q2 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.01% | 0.07% | 0.74% | Q2 2013 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 29 |
LUCAS CAPITAL MANAGEMENT | 29 | 29 | 0.64% | 1.21% | 1.81% | Q1 2013 | Q1 2020 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 29 | 29 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q2 2020 | 29 |
NEXT Financial Group, Inc | 15 | 14 | 0.02% | 0.10% | 0.28% | Q3 2014 | Q4 2021 | 29 |
SIGNATUREFD, LLC | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 28 | 28 | 0.10% | 0.28% | 0.68% | Q4 2016 | Q3 2023 | 28 |
Sabal Trust CO | 28 | 28 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
DAVENPORT & Co LLC | 17 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2022 | 28 |
3D ASSET MANAGEMENT, INC | 27 | 27 | 0.10% | 0.38% | 4.70% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.04% | 0.10% | 0.34% | Q1 2017 | Q3 2023 | 27 |
WealthPLAN Partners, LLC | 18 | 1 | 0.00% | 0.19% | 0.51% | Q1 2015 | Q4 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.13% | 1.13% | Q2 2013 | Q4 2019 | 27 |
Asset Dedication, LLC | 26 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 27 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 27 |
OLD MISSION CAPITAL LLC | 8 | 2 | 0.03% | 0.32% | 1.65% | Q4 2014 | Q3 2023 | 27 |
First Washington CORP | 27 | 27 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q4 2019 | 27 |
Financial Architects, Inc | 18 | 9 | 0.00% | 0.35% | 3.55% | Q2 2013 | Q2 2020 | 27 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 15 | 1 | 0.10% | 2.15% | 7.59% | Q4 2014 | Q1 2022 | 27 |
COLONY GROUP LLC | 19 | 7 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 26 |
Sargent Bickham Lagudis LLC | 14 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.01% | 0.50% | 5.01% | Q4 2013 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Parkside Advisors LLC | 25 | 25 | 0.77% | 1.73% | 2.03% | Q4 2013 | Q4 2019 | 25 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
GM Advisory Group, LLC | 18 | 2 | 0.03% | 1.70% | 3.13% | Q4 2013 | Q4 2021 | 25 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q1 2018 | 25 |
Mariner, LLC | 25 | 25 | 0.01% | 0.22% | 1.26% | Q2 2013 | Q2 2019 | 25 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 25 |
FUKOKU MUTUAL LIFE INSURANCE Co | 25 | 25 | 1.38% | 1.71% | 2.50% | Q4 2016 | Q4 2022 | 25 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.06% | 2.57% | 6.22% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CADENCE BANK NA | 20 | 4 | 0.10% | 0.17% | 0.26% | Q2 2014 | Q2 2022 | 24 |
Oakworth Capital, Inc. | 14 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 24 |
WEBSTER BANK, N. A. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 23 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q1 2023 | 23 |
FDx Advisors, Inc. | 21 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q2 2019 | 23 |
Parallel Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
ASPIRIANT, LLC | 23 | 23 | 0.03% | 1.87% | 7.34% | Q1 2018 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.07% | 0.39% | Q2 2013 | Q1 2020 | 23 |
StrategIQ Financial Group, LLC | 23 | 23 | 0.26% | 0.68% | 1.02% | Q1 2018 | Q3 2023 | 23 |
BOYS ARNOLD & CO INC | 22 | 1 | 0.03% | 0.22% | 1.15% | Q2 2013 | Q3 2019 | 23 |
Cheviot Value Management, LLC | 23 | 23 | 0.79% | 1.16% | 1.52% | Q1 2018 | Q3 2023 | 23 |
Shoker Investment Counsel, Inc. | 22 | 22 | 0.21% | 0.46% | 0.76% | Q4 2013 | Q1 2019 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.12% | 0.20% | Q4 2015 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.01% | 0.53% | 1.39% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 22 |
ProVise Management Group, LLC | 16 | 2 | 0.02% | 0.15% | 0.28% | Q2 2013 | Q4 2019 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q2 2022 | 22 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.03% | 0.27% | 1.20% | Q4 2017 | Q4 2022 | 21 |
Mengis Capital Management, Inc. | 19 | 1 | 0.05% | 0.32% | 0.79% | Q4 2014 | Q1 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
MENLO ADVISORS LLC | 20 | 1 | 0.33% | 3.09% | 4.11% | Q4 2015 | Q4 2021 | 21 |
HOLDERNESS INVESTMENTS CO | 17 | 1 | 0.09% | 0.34% | 1.06% | Q4 2015 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 21 | 21 | 0.10% | 0.35% | 0.79% | Q1 2014 | Q1 2019 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 21 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2018 | 21 |
Wealthcare Advisory Partners LLC | 11 | 10 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 21 |
Chicago Partners Investment Group LLC | 16 | 5 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2021 | 21 |
Fusion Family Wealth LLC | 18 | 3 | 0.00% | 1.42% | 16.97% | Q4 2016 | Q3 2023 | 21 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 0.22% | 0.46% | Q4 2013 | Q1 2020 | 21 |
CAPE ANN SAVINGS BANK | 16 | 5 | 0.35% | 0.65% | 0.93% | Q2 2013 | Q2 2019 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Elwood & Goetz Wealth Advisory Group, LLC | 20 | 20 | 0.06% | 0.99% | 2.83% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 20 |
Millburn Ridgefield Corp | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2021 | 20 |
TD ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.09% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 20 |
BARCLAYS PLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.19% | 1.64% | 3.74% | Q4 2018 | Q3 2023 | 20 |
FIRST AMERICAN TRUST, FSB | 14 | 6 | 0.14% | 0.28% | 0.54% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.05% | 0.33% | 0.64% | Q4 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 19 |
Cranberry Lake Advisors LLC | 19 | 19 | 1.00% | 3.14% | 10.81% | Q1 2014 | Q3 2018 | 19 |
Cedar Wealth Management, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BEACON FINANCIAL GROUP | 19 | 19 | 0.39% | 1.44% | 3.64% | Q1 2014 | Q3 2018 | 19 |
GFS Advisors, LLC | 19 | 19 | 0.31% | 0.56% | 0.82% | Q1 2019 | Q3 2023 | 19 |
Unison Advisors LLC | 19 | 19 | 0.16% | 0.96% | 1.57% | Q4 2017 | Q2 2022 | 19 |
Private Vista, LLC | 19 | 19 | 0.26% | 2.36% | 5.98% | Q4 2015 | Q2 2020 | 19 |
First National Bank of South Miami | 19 | 19 | 0.04% | 0.15% | 0.32% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 18 |
NewSquare Capital LLC | 14 | 4 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 18 |
Benchmark Capital Advisors | 18 | 18 | 0.29% | 0.70% | 1.25% | Q1 2014 | Q2 2018 | 18 |
NORTHERN TRUST CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2019 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q3 2017 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Western Asset Management Company, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2020 | 17 |
Avion Wealth | 17 | 17 | 0.03% | 0.07% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.04% | 0.07% | 0.11% | Q1 2015 | Q1 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q2 2017 | 17 |
M Holdings Securities, Inc. | 15 | 1 | 0.05% | 0.16% | 0.26% | Q1 2014 | Q1 2020 | 17 |
Pointe Capital Management LLC | 10 | 7 | 0.22% | 0.37% | 0.47% | Q1 2015 | Q2 2019 | 17 |
Simmons Bank | 13 | 1 | 0.02% | 0.08% | 0.12% | Q1 2016 | Q2 2021 | 17 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q2 2023 | 17 |
Ausdal Financial Partners, Inc. | 16 | 1 | 0.13% | 0.51% | 4.08% | Q4 2015 | Q3 2020 | 17 |
Alexandria Capital, LLC | 17 | 17 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q2 2017 | 17 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 3 | 0.01% | 0.12% | 0.43% | Q4 2016 | Q3 2021 | 17 |
1st Global Advisors, Inc. | 10 | 6 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q2 2017 | 16 |
BOKF, NA | 10 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 16 |
New England Private Wealth Advisors LLC | 9 | 7 | 0.05% | 1.42% | 7.09% | Q4 2012 | Q3 2023 | 16 |
Veritable, L.P. | 16 | 16 | 0.01% | 0.26% | 0.67% | Q4 2012 | Q3 2016 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.30% | 0.52% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Financial Management Professionals, Inc. | 15 | 1 | 0.00% | 1.21% | 9.06% | Q2 2013 | Q2 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.28% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Cordasco Financial Network | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Vestmark Advisory Solutions, Inc. | 11 | 2 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q2 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TFG Advisers LLC | 16 | 16 | 0.12% | 0.25% | 0.42% | Q4 2018 | Q3 2022 | 16 |
One Capital Management, LLC | 8 | 2 | 0.04% | 0.12% | 0.28% | Q1 2014 | Q2 2023 | 16 |
Horrell Capital Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.07% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 16 |
NATIONAL PLANNING CORP | 10 | 6 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2017 | 16 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.20% | 0.58% | Q1 2016 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.02% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.07% | 0.10% | 0.17% | Q3 2018 | Q1 2023 | 16 |
PBMares Wealth Management LLC | 8 | 7 | 0.09% | 0.24% | 0.75% | Q4 2019 | Q3 2023 | 15 |
BOK Financial Private Wealth, Inc. | 9 | 6 | 0.03% | 1.31% | 4.74% | Q2 2013 | Q4 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.45% | 1.18% | 1.70% | Q1 2017 | Q3 2020 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2022 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.16% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.01% | 0.06% | 0.38% | Q4 2019 | Q2 2023 | 15 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q1 2019 | 15 |
OPPENHEIMER & CO INC | 6 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2021 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Autus Asset Management, LLC | 10 | 5 | 0.04% | 0.33% | 0.63% | Q2 2013 | Q1 2017 | 15 |
Qube Research & Technologies Ltd | 7 | 3 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 11 | 3 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q3 2020 | 14 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 2 | 0.06% | 0.13% | 0.19% | Q1 2014 | Q4 2019 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 14 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.00% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2019 | 14 |
NewEdge Advisors, LLC | 10 | 4 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.06% | 0.18% | Q2 2014 | Q3 2017 | 14 |
SUNTRUST BANKS INC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Element Wealth, LLC | 14 | 14 | 0.34% | 0.40% | 0.49% | Q2 2020 | Q3 2023 | 14 |
TOMPKINS FINANCIAL CORP | 12 | 1 | 0.00% | 2.23% | 5.06% | Q2 2013 | Q1 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 6 | 1 | 0.00% | 0.15% | 0.41% | Q3 2015 | Q4 2020 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 13 |
BROWN ADVISORY INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 6 | 0.07% | 3.87% | 14.36% | Q2 2013 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2020 | 13 |
GenTrust, LLC | 13 | 13 | 0.07% | 0.33% | 0.71% | Q4 2016 | Q4 2019 | 13 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2019 | 13 |
Highlander Capital Management, LLC | 10 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 13 |
MOTCO | 13 | 13 | 0.02% | 0.25% | 0.55% | Q2 2013 | Q2 2016 | 13 |
ACG Wealth | 13 | 13 | 0.04% | 0.19% | 0.53% | Q2 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2020 | 13 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q4 2019 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Guild Investment Management, Inc. | 7 | 1 | 0.20% | 4.13% | 15.30% | Q1 2012 | Q2 2019 | 12 |
Van Hulzen Asset Management, LLC | 6 | 3 | 0.07% | 0.54% | 1.34% | Q4 2013 | Q3 2018 | 12 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 12 | 12 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q3 2022 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
THOMASPARTNERS, INC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.02% | 0.30% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 12 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.09% | 0.67% | Q3 2013 | Q1 2017 | 12 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 12 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.05% | 0.15% | 0.24% | Q4 2018 | Q3 2021 | 12 |
Live Your Vision, LLC | 7 | 1 | 0.00% | 1.67% | 4.36% | Q2 2013 | Q1 2019 | 12 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
TWIN CAPITAL MANAGEMENT INC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q2 2017 | Q1 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.02% | 0.16% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.08% | Q3 2015 | Q3 2018 | 12 |
Vivaldi Capital Management LP | 12 | 12 | 0.00% | 0.23% | 1.29% | Q1 2017 | Q4 2019 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q1 2016 | 12 |
VAUGHAN & Co SECURITIES, INC. | 12 | 12 | 0.32% | 2.33% | 3.44% | Q4 2019 | Q3 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
NorthRock Partners, LLC | 11 | 11 | 0.02% | 0.75% | 1.84% | Q3 2019 | Q1 2022 | 11 |
LGL PARTNERS, LLC | 11 | 11 | 0.12% | 0.29% | 0.57% | Q4 2015 | Q2 2018 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.13% | 1.08% | 3.48% | Q1 2019 | Q3 2021 | 11 |
CULBERTSON A N & CO INC | 11 | 11 | 0.37% | 0.72% | 1.08% | Q2 2013 | Q4 2015 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 2 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2017 | 11 |
TD Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.03% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BAHL & GAYNOR INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 11 |
WADE G W & INC | 10 | 1 | 0.02% | 0.04% | 0.21% | Q2 2014 | Q4 2019 | 11 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 11 |
Evercore Wealth Management, LLC | 6 | 5 | 0.00% | 0.49% | 3.54% | Q2 2013 | Q1 2016 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q1 2016 | 11 |
Steigerwald, Gordon & Koch Inc. | 11 | 11 | 2.04% | 2.73% | 3.26% | Q1 2012 | Q3 2014 | 11 |
Wilshire Advisors LLC | 10 | 1 | 0.53% | 1.06% | 1.42% | Q2 2017 | Q1 2020 | 11 |
Concert Wealth Management Inc. | 10 | 1 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2016 | 11 |
Belpointe Asset Management LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 11 |
CONDOR CAPITAL MANAGEMENT | 11 | 11 | 0.24% | 0.59% | 0.96% | Q2 2013 | Q4 2015 | 11 |
Acorn Wealth Advisors, LLC | 8 | 3 | 0.02% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2019 | 11 |
American National Registered Investment Advisor, Inc. | 11 | 11 | 0.23% | 0.32% | 0.43% | Q3 2013 | Q1 2016 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.04% | 0.16% | 0.51% | Q2 2013 | Q4 2015 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2021 | 11 |
Brick & Kyle, Associates | 10 | 10 | 0.09% | 0.10% | 0.13% | Q4 2014 | Q1 2017 | 10 |
TRUIST FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Parcion Private Wealth LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Fernwood Investment Management, LLC | 10 | 10 | 0.11% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.05% | 0.41% | 0.63% | Q2 2013 | Q3 2015 | 10 |
First City Capital Management, Inc. | 10 | 10 | 0.26% | 0.44% | 0.68% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
FFT WEALTH MANAGEMENT LLC | 7 | 1 | 0.06% | 0.20% | 0.54% | Q4 2015 | Q3 2018 | 10 |
Peachtree Investment Advisors, Inc. | 10 | 10 | 0.20% | 0.38% | 0.58% | Q4 2013 | Q1 2016 | 10 |
1834 INVESTMENT ADVISORS CO | 7 | 3 | 0.00% | 0.39% | 0.90% | Q4 2013 | Q4 2019 | 10 |
Jackson Hole Capital Partners, LLC | 6 | 4 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 10 |
Truvestments Capital LLC | 5 | 2 | 0.00% | 0.24% | 0.89% | Q2 2018 | Q1 2021 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.26% | 0.80% | 1.28% | Q4 2015 | Q1 2018 | 10 |
BLB&B Advisors, LLC | 10 | 10 | 0.05% | 0.44% | 0.73% | Q2 2013 | Q3 2015 | 10 |
BAR HARBOR TRUST SERVICES | 10 | 10 | 0.17% | 0.76% | 2.37% | Q3 2013 | Q4 2015 | 10 |
D L CARLSON INVESTMENT GROUP INC | 10 | 10 | 0.12% | 0.41% | 0.69% | Q2 2013 | Q3 2015 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q1 2021 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2019 | 10 |
ETRADE Capital Management LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2020 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.05% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CUTLER INVESTMENT COUNSEL LLC | 10 | 10 | 1.19% | 2.58% | 3.52% | Q2 2013 | Q3 2015 | 10 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.01% | 0.15% | 0.75% | Q3 2019 | Q3 2021 | 9 |
Global Retirement Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
OneDigital Investment Advisors LLC | 7 | 2 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2020 | 9 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 9 |
Claraphi Advisory Network, LLC | 8 | 1 | 0.12% | 0.15% | 0.20% | Q4 2017 | Q1 2020 | 9 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 9 | 9 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q2 2015 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.01% | 0.41% | 1.10% | Q2 2013 | Q3 2018 | 9 |
Pacific Wealth Strategies Group, Inc. | 9 | 9 | 0.21% | 0.25% | 0.29% | Q4 2016 | Q4 2018 | 9 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q1 2023 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Bridgecreek Investment Management, LLC | 9 | 9 | 1.42% | 1.71% | 2.16% | Q4 2017 | Q4 2019 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.02% | 0.43% | 0.60% | Q2 2020 | Q2 2022 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.06% | 0.49% | 1.98% | Q2 2013 | Q2 2015 | 9 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 9 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 9 |
FIRSTMERIT BANK N A TRUSTEE | 9 | 9 | 0.02% | 0.21% | 0.50% | Q2 2013 | Q2 2015 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q4 2015 | 9 |
CONNABLE OFFICE INC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2013 | Q3 2015 | 9 |
Savant Capital, LLC | 9 | 9 | 0.26% | 6.25% | 9.61% | Q2 2013 | Q2 2015 | 9 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 9 |
Ackerman Capital Advisors, LLC | 6 | 1 | 0.00% | 0.15% | 0.30% | Q2 2017 | Q1 2020 | 9 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 9 |
Acropolis Investment Management, LLC | 9 | 9 | 0.02% | 0.35% | 0.83% | Q2 2013 | Q2 2015 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.04% | 0.16% | 0.34% | Q2 2013 | Q2 2015 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.10% | 1.30% | 4.71% | Q2 2013 | Q2 2015 | 9 |
Homrich & Berg | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.09% | 2.11% | 3.94% | Q3 2013 | Q3 2015 | 9 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.18% | 0.58% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.04% | 0.09% | 0.12% | Q2 2016 | Q3 2020 | 8 |
ATLAS CAPITAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
V Wealth Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q2 2017 | Q2 2023 | 8 |
TRUST CO OF VIRGINIA /VA | 8 | 8 | 0.12% | 0.25% | 0.38% | Q2 2013 | Q1 2015 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.34% | 0.47% | 0.78% | Q2 2013 | Q1 2015 | 8 |
Wharton Business Group, LLC | 8 | 8 | 0.15% | 2.33% | 3.87% | Q2 2013 | Q1 2015 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.44% | 0.58% | 0.86% | Q2 2020 | Q1 2022 | 8 |
Fragasso Group Inc. | 6 | 2 | 0.21% | 0.57% | 1.00% | Q4 2013 | Q4 2015 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.07% | 0.94% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Smith & Howard Wealth Management, LLC | 8 | 8 | 0.10% | 6.21% | 12.07% | Q2 2013 | Q1 2015 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.09% | 0.32% | Q4 2014 | Q3 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q1 2015 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hoxton Financial, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 8 | 8 | 0.21% | 0.26% | 0.34% | Q2 2013 | Q1 2015 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.23% | 0.28% | 0.42% | Q4 2016 | Q3 2018 | 8 |
Fusion Investment Group, LLC | 8 | 8 | 0.25% | 0.88% | 1.32% | Q4 2013 | Q3 2015 | 8 |
RAND WEALTH, LLC | 6 | 2 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2018 | 8 |
EVOKE WEALTH, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 8 |
Harbour Capital Advisors, LLC | 7 | 1 | 0.04% | 0.26% | 0.51% | Q1 2013 | Q1 2017 | 8 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 8 |
CENTRAL TRUST Co | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2020 | 8 |
Freedom Investment Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q4 2020 | 8 |
EFG Asset Management (Americas) Corp. | 6 | 2 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q4 2016 | 8 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2020 | 7 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 7 | 0.06% | 0.20% | 0.34% | Q3 2018 | Q1 2020 | 7 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 7 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
Argent Trust Co | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.21% | 0.54% | Q2 2013 | Q4 2014 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 6 | 1 | 0.09% | 1.68% | 4.54% | Q2 2013 | Q3 2016 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 3 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q2 2019 | 7 |
Lindbrook Capital, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.11% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 7 |
Cambria Investment Management, L.P. | 7 | 7 | 0.02% | 0.10% | 0.14% | Q4 2014 | Q2 2016 | 7 |
CARL DOMINO INC | 7 | 7 | 0.20% | 0.24% | 0.27% | Q2 2013 | Q4 2014 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.32% | 0.39% | 0.49% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Cribstone Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 7 |
NATIXIS ADVISORS, L.P. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MA Private Wealth | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 6 | 1 | 0.00% | 0.09% | 0.51% | Q2 2013 | Q3 2016 | 7 |
FIDUCIARY TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.02% | 0.11% | 0.39% | Q4 2019 | Q2 2021 | 7 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Firestone Capital Management | 6 | 1 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2021 | 7 |
Smart Money Group LLC | 4 | 3 | 0.99% | 1.82% | 2.94% | Q2 2018 | Q3 2020 | 7 |
HHG & Company, LLC | 7 | 7 | 0.06% | 0.23% | 0.30% | Q2 2013 | Q4 2014 | 7 |
NORTHERN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.21% | 0.35% | 0.52% | Q2 2017 | Q4 2018 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.14% | 1.38% | 2.00% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q4 2014 | 7 |
SIGMA INVESTMENT COUNSELORS INC | 7 | 7 | 1.00% | 2.41% | 3.06% | Q2 2013 | Q4 2014 | 7 |
VICUS CAPITAL | 6 | 1 | 0.02% | 1.34% | 3.90% | Q2 2013 | Q2 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Merriman Wealth Management, LLC | 4 | 1 | 0.22% | 0.54% | 1.01% | Q3 2013 | Q4 2019 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.33% | 1.18% | 1.94% | Q2 2013 | Q3 2014 | 6 |
Curbstone Financial Management Corp | 6 | 6 | 0.77% | 1.59% | 2.56% | Q1 2014 | Q2 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Ruggie Capital Group | 5 | 1 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2018 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 6 |
Financial Planning & Information Services, Inc. | 6 | 6 | 0.13% | 0.16% | 0.18% | Q1 2014 | Q2 2015 | 6 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2021 | 6 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.11% | 0.21% | Q4 2017 | Q3 2022 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DUNCKER STREETT & CO INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.01% | 0.27% | 0.63% | Q1 2021 | Q2 2022 | 6 |
Lattice Strategies LLC | 4 | 2 | 0.20% | 0.27% | 0.33% | Q4 2013 | Q2 2015 | 6 |
SouthState Corp | 6 | 6 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 6 |
WELCH & FORBES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.14% | 0.21% | 0.26% | Q1 2013 | Q2 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2014 | Q2 2015 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lourd Capital, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.07% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Ashfield Capital Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
AlphaCore Capital LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Quadrant Private Wealth Management, LLC | 5 | 1 | 0.08% | 0.11% | 0.19% | Q4 2019 | Q4 2021 | 6 |
Pinnacle Bancorp, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.03% | 0.19% | 0.44% | Q1 2020 | Q2 2021 | 6 |
COBIZ WEALTH, LLC | 6 | 6 | 0.18% | 0.29% | 0.44% | Q2 2013 | Q3 2014 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.11% | 0.49% | 0.63% | Q2 2014 | Q3 2015 | 6 |
HARVEST CAPITAL MANAGEMENT INC | 6 | 6 | 1.18% | 1.90% | 3.18% | Q2 2013 | Q3 2014 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q4 2015 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 2.52% | 5.04% | 6.02% | Q2 2013 | Q3 2014 | 6 |
ARGI Investment Services, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Dorsey & Whitney Trust CO LLC | 4 | 2 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q1 2015 | 6 |
Arden Trust Co | 4 | 2 | 0.02% | 2.62% | 4.61% | Q4 2019 | Q4 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 2 | 0.24% | 0.27% | 0.30% | Q4 2015 | Q3 2017 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.19% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Atria Investments, Inc | 6 | 6 | 0.20% | 0.32% | 0.47% | Q2 2013 | Q3 2014 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 6 |
BB&T SECURITIES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 6 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 2.47% | 2.67% | 2.88% | Q2 2013 | Q3 2014 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
XPONANCE, INC. | 3 | 3 | 2.30% | 4.20% | 5.58% | Q3 2016 | Q1 2018 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q1 2021 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.63% | 0.76% | 0.93% | Q2 2013 | Q2 2014 | 5 |
Tradition Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Next Level Private LLC | 5 | 5 | 0.45% | 0.49% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.05% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 5 |
1900 WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2013 | Q4 2014 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2022 | 5 |
Eagle Strategies LLC | 4 | 1 | 1.09% | 1.54% | 1.91% | Q2 2022 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Asset Management Advisors, LLC | 5 | 5 | 2.41% | 2.74% | 3.10% | Q4 2020 | Q4 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 5 |
Vanguard Capital Wealth Advisors | 3 | 2 | 0.19% | 0.41% | 0.92% | Q4 2017 | Q2 2021 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 5 |
Elgethun Capital Management | 4 | 1 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 5 |
Bison Wealth, LLC | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 5 |
Madrona Financial Services, LLC | 5 | 5 | 0.39% | 0.43% | 0.49% | Q4 2014 | Q4 2015 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 5 |
Whitnell & Co. | 5 | 5 | 0.98% | 1.55% | 1.79% | Q2 2013 | Q2 2014 | 5 |
Mirador Capital Partners LP | 3 | 2 | 0.10% | 0.20% | 0.28% | Q3 2019 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Tuttle Capital Management, LLC | 5 | 5 | 0.42% | 0.67% | 0.94% | Q2 2016 | Q2 2017 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
BKS ADVISORS, LLC | 2 | 1 | 0.07% | 0.10% | 0.14% | Q1 2015 | Q1 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Surevest, LLC | 5 | 5 | 1.90% | 2.07% | 2.24% | Q4 2018 | Q4 2019 | 5 |
Private Wealth Advisors, LLC | 5 | 5 | 0.42% | 0.80% | 0.90% | Q4 2018 | Q4 2019 | 5 |
All Season Financial Advisors, Inc. | 4 | 1 | 1.64% | 2.46% | 2.97% | Q2 2022 | Q3 2023 | 5 |
Well Done, LLC | 4 | 1 | 0.05% | 0.09% | 0.20% | Q1 2018 | Q4 2019 | 5 |
Private Ocean, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q2 2020 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.04% | 0.17% | 0.28% | Q2 2021 | Q2 2022 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.04% | 0.10% | 0.14% | Q2 2010 | Q4 2013 | 5 |
Cowen Prime Services LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 5 |
Cornerstone Financial Partners, LLC | 4 | 1 | 0.09% | 0.53% | 0.76% | Q3 2016 | Q4 2017 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.02% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF OKLAHOMA | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.06% | 0.13% | Q3 2013 | Q1 2019 | 5 |
Ballentine Partners, LLC | 4 | 1 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q4 2021 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Sharper & Granite LLC | 4 | 4 | 0.22% | 0.23% | 0.23% | Q4 2022 | Q3 2023 | 4 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
SEGALL BRYANT & HAMILL, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.11% | 0.20% | 0.33% | Q4 2018 | Q3 2019 | 4 |
Edgemoor Investment Advisors, Inc. | 3 | 1 | 0.05% | 1.13% | 2.24% | Q2 2013 | Q2 2015 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.09% | 0.39% | 0.71% | Q4 2013 | Q3 2014 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.00% | 0.31% | 0.46% | Q2 2013 | Q1 2014 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2013 | Q3 2014 | 4 |
MKD WEALTH COACHES, LLC | 4 | 4 | 2.31% | 2.76% | 3.87% | Q1 2019 | Q4 2019 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
ParenteBeard Wealth Management, LLC | 4 | 4 | 0.29% | 2.42% | 3.55% | Q2 2013 | Q1 2014 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q4 2021 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
TOWER TRUST Co | 4 | 4 | 1.49% | 1.58% | 1.69% | Q2 2013 | Q1 2014 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2014 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.11% | 0.17% | Q2 2013 | Q1 2014 | 4 |
BARINGS LLC | 4 | 4 | 0.16% | 0.48% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 1.77% | 1.84% | 1.98% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hamilton Wealth, LLC | 2 | 2 | 0.47% | 2.37% | 4.06% | Q4 2018 | Q2 2023 | 4 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.15% | 0.44% | Q3 2014 | Q3 2016 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ledyard National Bank | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2021 | Q1 2022 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2021 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Daiwa SB Investments Ltd. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.67% | 0.79% | 0.88% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 1.00% | 1.08% | 1.17% | Q4 2013 | Q3 2014 | 4 |
Claro Advisors LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2021 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.12% | 0.17% | 0.24% | Q2 2022 | Q1 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 4 |
CAPITAL CITY TRUST CO/FL | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.23% | 1.51% | 1.75% | Q4 2017 | Q3 2018 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
HC FINANCIAL ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PFG Advisors | 3 | 1 | 0.02% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 1.19% | 1.48% | 1.93% | Q4 2017 | Q3 2018 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.82% | 0.96% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
B&D White Capital Company, LLC | 4 | 4 | 0.06% | 0.54% | 1.01% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q1 2021 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.05% | 2.90% | 3.86% | Q2 2013 | Q1 2014 | 4 |
Next Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
RVW Wealth, LLC | 3 | 1 | 0.01% | 0.16% | 0.30% | Q3 2019 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.42% | 0.45% | 0.49% | Q4 2014 | Q3 2015 | 4 |
Caprock Group, LLC | 3 | 3 | 0.46% | 0.58% | 0.75% | Q4 2014 | Q2 2015 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 3.15% | 4.33% | 5.05% | Q2 2013 | Q4 2013 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.92% | 1.62% | 1.99% | Q4 2020 | Q2 2021 | 3 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 3 | 3 | 0.73% | 0.94% | 1.31% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Dakota Wealth Management | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RPTC Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.23% | 0.71% | 1.48% | Q2 2013 | Q4 2013 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
ROMANO BROTHERS AND COMPANY | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Bridge Advisory, LLC | 3 | 3 | 1.39% | 1.47% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.21% | 1.50% | 2.23% | Q4 2014 | Q2 2015 | 3 |
Wells Trecaso Financial Group, LLC | 2 | 1 | 0.17% | 0.19% | 0.21% | Q4 2017 | Q2 2019 | 3 |
Progeny 3, Inc. | 3 | 3 | 17.58% | 24.21% | 34.18% | Q2 2013 | Q4 2013 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Evergreen Wealth Solutions, LLC | 2 | 1 | 0.21% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 3 |
DAVIDSON & GARRARD INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 4.48% | 4.60% | 4.75% | Q1 2023 | Q3 2023 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 3 | 2.12% | 2.89% | 4.38% | Q2 2013 | Q4 2013 | 3 |
Americana Partners, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q2 2022 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Ally Invest Advisors Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Financial Services Advisory Inc | 2 | 1 | 0.50% | 1.96% | 4.36% | Q4 2017 | Q4 2019 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 2.75% | 4.23% | 4.98% | Q2 2018 | Q4 2018 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q1 2018 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2018 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 1.66% | 1.79% | 1.91% | Q2 2013 | Q4 2013 | 3 |
USCA RIA LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q4 2013 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q4 2022 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 0.72% | 0.75% | 0.79% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.34% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.78% | 0.85% | 0.88% | Q2 2013 | Q4 2013 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 4.07% | 4.37% | 4.57% | Q2 2013 | Q4 2013 | 3 |
55I, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.00% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.05% | 0.11% | 0.22% | Q2 2013 | Q4 2013 | 3 |
MAYPORT, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q2 2013 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 3.22% | 3.45% | 3.68% | Q4 2013 | Q1 2014 | 2 |
NOTTINGHAM ADVISORS, INC. | 2 | 2 | 0.14% | 0.38% | 0.63% | Q2 2013 | Q3 2013 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
HT Partners LLC | 1 | 1 | 0.25% | 0.33% | 0.41% | Q2 2013 | Q2 2015 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.40% | 0.78% | Q4 2016 | Q4 2020 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q4 2021 | Q1 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.14% | 0.25% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.41% | 0.44% | 0.47% | Q2 2014 | Q3 2014 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.74% | 0.79% | 0.85% | Q1 2023 | Q2 2023 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BEACON TRUST CO | 2 | 2 | 0.04% | 0.24% | 0.44% | Q1 2013 | Q2 2013 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q1 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 2 |
Keystone Financial Planning, Inc. | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2013 | Q1 2014 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q4 2015 | Q1 2016 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2014 | Q4 2020 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.10% | 0.17% | Q3 2013 | Q3 2014 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.61% | 1.20% | Q4 2021 | Q1 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Trexquant Investment LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.24% | 0.46% | Q4 2017 | Q3 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.08% | 0.18% | 0.27% | Q1 2023 | Q2 2023 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.98% | 1.42% | 1.86% | Q1 2022 | Q2 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.29% | 0.44% | 0.59% | Q4 2019 | Q1 2020 | 2 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 1.09% | 1.88% | 2.68% | Q2 2023 | Q3 2023 | 2 |
Wills Financial Group, Inc. | 2 | 2 | 0.21% | 0.26% | 0.30% | Q4 2013 | Q1 2014 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 2 |
Truadvice, LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q3 2020 | Q4 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.60% | 0.63% | 0.66% | Q4 2013 | Q1 2014 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.35% | 6.76% | 13.17% | Q4 2020 | Q1 2021 | 2 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q3 2013 | Q4 2013 | 2 |
Old Port Advisors | 1 | 1 | 0.28% | 0.44% | 0.59% | Q1 2023 | Q3 2023 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.40% | 0.42% | 0.45% | Q4 2014 | Q1 2015 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Pension Partners, LLC | 1 | 1 | 9.15% | 9.19% | 9.23% | Q3 2015 | Q4 2017 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.14% | 0.18% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Risk Paradigm Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.88% | 0.88% | 0.89% | Q2 2013 | Q3 2013 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.54% | 2.61% | 4.67% | Q2 2013 | Q3 2013 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.65% | 0.66% | 0.67% | Q2 2013 | Q3 2013 | 2 |
First PREMIER Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.54% | 1.76% | 1.98% | Q4 2017 | Q1 2018 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MIDWEST INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.40% | 0.48% | 0.54% | Q2 2013 | Q3 2013 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Round Table Services, LLC | 2 | 2 | 0.31% | 0.37% | 0.42% | Q2 2013 | Q3 2013 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 1.61% | 1.67% | 1.73% | Q2 2013 | Q3 2013 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Family Capital Trust Co | 2 | 2 | 1.87% | 1.87% | 1.88% | Q2 2013 | Q3 2013 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.09% | 0.14% | 0.18% | Q3 2013 | Q1 2014 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.54% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Winchester Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2019 | Q1 2019 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2014 | Q3 2014 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Hall Kathryn A. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2013 | Q3 2013 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2013 | Q4 2013 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Texan Capital Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MBA Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SUSQUEHANNA TRUST & INVESTMENT CO | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2013 | Q4 2013 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WMS Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2014 | Q2 2014 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Regis Management CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Windham Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Dorsey Wright & Associates | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2017 | Q3 2017 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q1 2022 | Q1 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 5.39% | 5.39% | 5.39% | Q3 2017 | Q3 2017 | 1 |
CXI Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2013 | Q2 2013 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2013 | Q4 2013 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2022 | Q1 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
EXCELSIA, INC. | 1 | 1 | 6.98% | 6.98% | 6.98% | Q2 2013 | Q2 2013 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.