Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 57 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.25% | 0.40% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.09% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.19% | 0.66% | 1.12% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.03% | 0.20% | 0.76% | Q1 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 4.53% | 5.57% | 6.51% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.08% | 0.29% | 0.47% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Biondo Investment Advisors, LLC | 41 | 41 | 0.08% | 0.18% | 0.23% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.07% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.08% | 1.20% | 1.66% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
CITIGROUP INC | 34 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MCF Advisors LLC | 33 | 7 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.16% | 1.28% | 2.39% | Q2 2013 | Q1 2023 | 40 |
VICUS CAPITAL | 40 | 40 | 0.06% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
Destination Wealth Management | 40 | 40 | 0.02% | 0.35% | 0.57% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.07% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.10% | 0.48% | 0.93% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 1 | 0.00% | 0.09% | 0.17% | Q3 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.03% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Cetera Advisors LLC | 18 | 1 | 0.01% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.07% | 0.45% | 1.40% | Q3 2013 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 36 | 36 | 0.01% | 0.23% | 0.48% | Q4 2014 | Q3 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.01% | 0.09% | 0.40% | Q2 2014 | Q3 2023 | 38 |
CENTRAL TRUST Co | 38 | 38 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 33 | 2 | 0.00% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 37 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 37 | 37 | 0.19% | 0.64% | 1.32% | Q3 2014 | Q3 2023 | 37 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 37 | 37 | 0.89% | 2.54% | 3.07% | Q4 2014 | Q4 2023 | 37 |
Ameritas Investment Partners, Inc. | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MAI Capital Management | 36 | 36 | 0.13% | 0.19% | 0.29% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 27 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.07% | 0.18% | 0.71% | Q4 2014 | Q3 2023 | 36 |
Capital Advisors, Ltd. LLC | 36 | 36 | 0.00% | 0.22% | 0.64% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 25 | 11 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.01% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 0.81% | 4.16% | 9.71% | Q4 2014 | Q3 2023 | 36 |
Barnett & Company, Inc. | 35 | 35 | 0.01% | 0.16% | 0.24% | Q2 2013 | Q4 2021 | 35 |
Koshinski Asset Management, Inc. | 19 | 16 | 0.03% | 0.65% | 1.65% | Q4 2014 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 24 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Patten Group, Inc. | 22 | 12 | 0.05% | 0.19% | 0.32% | Q4 2014 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 34 |
CAPE ANN SAVINGS BANK | 13 | 1 | 0.32% | 1.08% | 1.78% | Q2 2014 | Q3 2023 | 33 |
Sigma Planning Corp | 31 | 2 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 33 |
Well Done, LLC | 32 | 32 | 0.37% | 0.87% | 1.65% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Baystate Wealth Management LLC | 31 | 31 | 0.07% | 0.42% | 0.82% | Q1 2016 | Q3 2023 | 31 |
SignalPoint Asset Management, LLC | 31 | 31 | 0.12% | 0.22% | 0.48% | Q2 2013 | Q4 2020 | 31 |
JNBA Financial Advisors | 20 | 11 | 0.01% | 1.07% | 2.27% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.07% | 0.32% | Q4 2015 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
VESTOR CAPITAL, LLC | 13 | 7 | 0.16% | 0.41% | 0.65% | Q3 2015 | Q3 2023 | 31 |
Cottage Street Advisors LLC | 28 | 3 | 0.21% | 0.82% | 1.88% | Q4 2015 | Q3 2023 | 31 |
JFS WEALTH ADVISORS, LLC | 30 | 30 | 0.23% | 1.32% | 2.37% | Q2 2016 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.05% | 0.18% | 0.52% | Q3 2014 | Q4 2021 | 30 |
NORTHERN TRUST CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.04% | 0.44% | 1.04% | Q2 2016 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.10% | 0.32% | 0.71% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.05% | 0.16% | 0.29% | Q1 2016 | Q3 2023 | 30 |
SVA Wealth Management, LLC | 29 | 29 | 0.65% | 3.40% | 6.57% | Q4 2013 | Q4 2020 | 29 |
CITIZENS FINANCIAL GROUP INC/RI | 29 | 29 | 0.02% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Avior Wealth Management, LLC | 23 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
FineMark National Bank & Trust | 21 | 8 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.03% | 0.15% | 0.29% | Q1 2016 | Q4 2022 | 28 |
Fragasso Group Inc. | 16 | 12 | 0.03% | 0.34% | 0.81% | Q1 2016 | Q4 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.12% | 0.33% | 0.50% | Q3 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.05% | 0.12% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.25% | 0.33% | 0.47% | Q4 2016 | Q3 2023 | 28 |
CADENCE BANK NA | 20 | 8 | 0.32% | 0.50% | 0.70% | Q2 2013 | Q2 2022 | 28 |
Plante Moran Financial Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
Simmons Bank | 27 | 27 | 0.08% | 0.30% | 0.58% | Q1 2017 | Q3 2023 | 27 |
PINNACLE ASSOCIATES LTD | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
IMS Capital Management | 20 | 7 | 0.47% | 0.70% | 0.88% | Q4 2016 | Q3 2023 | 27 |
New England Investment & Retirement Group, Inc. | 27 | 27 | 0.15% | 3.20% | 7.64% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.31% | 2.19% | Q4 2016 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
WESBANCO BANK INC | 16 | 11 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.18% | Q4 2013 | Q1 2023 | 27 |
Pinnacle Wealth Management Advisory Group, LLC | 26 | 26 | 0.14% | 0.30% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Asset Dedication, LLC | 26 | 26 | 0.02% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 25 | 1 | 0.10% | 0.24% | 0.44% | Q2 2016 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 21 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2019 | 26 |
FIRST HAWAIIAN BANK | 26 | 26 | 0.30% | 0.39% | 0.70% | Q2 2017 | Q3 2023 | 26 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 26 | 26 | 0.05% | 0.17% | 0.34% | Q2 2014 | Q3 2020 | 26 |
ProVise Management Group, LLC | 26 | 26 | 0.04% | 1.54% | 2.19% | Q1 2014 | Q2 2020 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 10 | 0.00% | 0.21% | 0.50% | Q4 2016 | Q3 2023 | 26 |
Miracle Mile Advisors, LLC | 23 | 3 | 0.01% | 0.30% | 0.73% | Q4 2014 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 13 | 12 | 0.00% | 0.11% | 1.09% | Q4 2016 | Q3 2023 | 25 |
Heritage Trust Co | 25 | 25 | 0.00% | 0.13% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Essex Financial Services, Inc. | 14 | 1 | 0.03% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2023 | 25 |
Institute for Wealth Management, LLC. | 24 | 1 | 0.06% | 0.12% | 0.24% | Q2 2017 | Q3 2023 | 25 |
VALLEY NATIONAL ADVISERS INC | 16 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.01% | 0.05% | 0.15% | Q2 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q4 2022 | 25 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
RMB Capital Management, LLC | 24 | 24 | 0.23% | 0.28% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.10% | 0.26% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Evanson Asset Management, LLC | 14 | 10 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.11% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.18% | 0.44% | 1.24% | Q4 2017 | Q3 2023 | 24 |
First Allied Advisory Services, Inc. | 22 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.02% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Oakworth Capital, Inc. | 24 | 24 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q3 2021 | 24 |
Live Your Vision, LLC | 24 | 24 | 0.73% | 3.29% | 4.70% | Q2 2013 | Q1 2019 | 24 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 20 | 4 | 0.03% | 0.05% | 0.10% | Q1 2013 | Q4 2020 | 24 |
Financial Planning & Information Services, Inc. | 23 | 23 | 0.65% | 8.68% | 10.86% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CAPITAL ADVISORS INC/OK | 13 | 10 | 0.01% | 0.11% | 0.43% | Q4 2016 | Q3 2022 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.03% | 0.08% | 0.17% | Q1 2017 | Q3 2022 | 23 |
Global Retirement Partners, LLC | 13 | 3 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 23 |
Sunbelt Securities, Inc. | 22 | 1 | 0.02% | 0.15% | 0.36% | Q4 2016 | Q3 2023 | 23 |
Mariner, LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2020 | 22 |
NewFocus Financial Group, LLC | 22 | 22 | 0.51% | 3.98% | 7.02% | Q4 2014 | Q1 2020 | 22 |
DEUTSCHE BANK AG\ | 16 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 22 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 22 | 22 | 0.07% | 0.18% | 0.32% | Q2 2013 | Q3 2018 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Johanson Financial Advisors, Inc. | 20 | 2 | 0.24% | 2.28% | 6.89% | Q2 2016 | Q4 2021 | 22 |
CX Institutional | 22 | 22 | 0.01% | 0.76% | 1.78% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 10 | 0.02% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.65% | 1.06% | 1.53% | Q1 2015 | Q2 2020 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.07% | 0.31% | 0.48% | Q3 2018 | Q3 2023 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.08% | 0.11% | 0.15% | Q3 2018 | Q3 2023 | 21 |
NBT BANK N A /NY | 21 | 21 | 0.04% | 0.40% | 0.92% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2021 | 21 |
RFG Advisory, LLC | 15 | 6 | 0.02% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 4 | 0.06% | 0.11% | 0.20% | Q2 2017 | Q3 2022 | 21 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 21 |
TFG Advisers LLC | 20 | 20 | 1.12% | 1.36% | 1.64% | Q4 2018 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.03% | 0.07% | 0.24% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.13% | 0.78% | 1.71% | Q4 2018 | Q3 2023 | 20 |
RAND WEALTH, LLC | 20 | 20 | 0.12% | 0.26% | 0.38% | Q4 2013 | Q3 2018 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.55% | 1.27% | 2.37% | Q4 2018 | Q3 2023 | 20 |
Alaska Permanent Capital Management | 19 | 1 | 0.04% | 0.19% | 0.26% | Q2 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 20 | 20 | 0.00% | 0.15% | 0.23% | Q2 2013 | Q1 2018 | 20 |
SOL Capital Management CO | 16 | 1 | 0.07% | 0.07% | 0.08% | Q2 2014 | Q3 2019 | 20 |
BANK HAPOALIM BM | 15 | 5 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q4 2019 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.10% | 0.45% | 0.71% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Advisory Alpha, LLC | 20 | 20 | 0.00% | 0.10% | 0.25% | Q4 2013 | Q3 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2022 | 20 |
1834 INVESTMENT ADVISORS CO | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.15% | 0.32% | 0.60% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.30% | 0.50% | 0.91% | Q1 2019 | Q3 2023 | 19 |
White Pine Investment CO | 19 | 19 | 0.40% | 1.24% | 1.80% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.05% | 0.10% | 0.20% | Q4 2018 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q2 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.06% | 0.18% | 0.39% | Q2 2019 | Q4 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 1.02% | 3.94% | 5.66% | Q4 2018 | Q3 2023 | 19 |
Kovack Advisors, Inc. | 19 | 19 | 0.16% | 0.40% | 0.68% | Q2 2015 | Q4 2019 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 0.32% | 0.45% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2017 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.11% | 1.32% | 3.94% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 2.08% | 2.81% | 4.00% | Q2 2013 | Q3 2017 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2017 | 18 |
M Holdings Securities, Inc. | 14 | 1 | 0.02% | 0.11% | 0.22% | Q3 2014 | Q1 2022 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
Harbour Capital Advisors, LLC | 14 | 3 | 0.11% | 0.18% | 0.23% | Q3 2013 | Q4 2017 | 17 |
Cardan Capital Partners, LLC | 17 | 17 | 2.04% | 2.64% | 3.31% | Q4 2015 | Q4 2019 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
RVW Wealth, LLC | 9 | 8 | 0.00% | 0.10% | 0.44% | Q3 2019 | Q4 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2017 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.29% | 0.76% | 0.98% | Q1 2016 | Q1 2020 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.14% | 0.50% | Q3 2019 | Q3 2023 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 0.09% | 0.33% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Rain Capital Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
Stillwater Capital Advisors, LLC | 17 | 17 | 0.24% | 0.28% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
GREAT LAKES ADVISORS, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2017 | 17 |
WealthShield Partners, LLC | 6 | 2 | 0.01% | 0.13% | 0.31% | Q4 2017 | Q3 2023 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.11% | 0.19% | 0.67% | Q2 2013 | Q2 2017 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2020 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
West Oak Capital, LLC | 10 | 6 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2020 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.51% | 0.80% | 1.34% | Q4 2017 | Q3 2021 | 16 |
Element Wealth, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 3 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2023 | 16 |
Clark Capital Management Group, Inc. | 16 | 16 | 0.01% | 0.69% | 1.36% | Q2 2013 | Q1 2017 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.21% | 0.99% | 1.86% | Q4 2017 | Q3 2021 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 2.59% | 3.25% | 5.05% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.20% | 1.18% | 2.32% | Q4 2019 | Q3 2023 | 16 |
KCM INVESTMENT ADVISORS LLC | 12 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2019 | 16 |
Key FInancial Inc | 16 | 16 | 0.09% | 0.30% | 0.53% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2019 | 16 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 3.79% | 5.14% | 6.71% | Q4 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 14 | 2 | 0.00% | 0.24% | 0.95% | Q3 2018 | Q4 2022 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.52% | 0.80% | 1.91% | Q4 2019 | Q3 2023 | 16 |
HC FINANCIAL ADVISORS INC | 15 | 1 | 0.29% | 0.48% | 1.12% | Q1 2018 | Q2 2022 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2021 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 0.26% | 0.36% | 0.56% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 16 | 16 | 0.04% | 0.12% | 0.31% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2021 | 16 |
RELIANCE TRUST CO OF DELAWARE | 11 | 5 | 0.16% | 0.34% | 0.43% | Q4 2013 | Q1 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
BAR HARBOR TRUST SERVICES | 15 | 15 | 0.13% | 0.28% | 0.36% | Q1 2015 | Q3 2018 | 15 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.02% | 0.07% | 0.16% | Q3 2016 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.66% | 0.80% | 1.00% | Q1 2018 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 14 | 1 | 0.00% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 15 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Cerity Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.16% | 0.23% | 0.37% | Q2 2013 | Q4 2016 | 15 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2018 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.28% | 0.55% | 0.97% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Platform Technology Partners | 10 | 4 | 0.20% | 0.33% | 0.37% | Q1 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2021 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.25% | 0.29% | 0.36% | Q1 2020 | Q2 2023 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.15% | 0.35% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Fernwood Investment Management, LLC | 6 | 1 | 0.08% | 0.11% | 0.16% | Q3 2018 | Q4 2022 | 14 |
Montecito Bank & Trust | 14 | 14 | 0.06% | 0.29% | 1.93% | Q3 2016 | Q4 2019 | 14 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 5 | 0.14% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 14 |
Private Capital Group, LLC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 14 |
PSI Advisors, LLC | 9 | 5 | 0.04% | 0.87% | 2.05% | Q4 2019 | Q3 2023 | 14 |
MADISON INVESTMENT HOLDINGS INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.05% | 0.05% | 0.06% | Q3 2016 | Q4 2019 | 14 |
Heritage Wealth Advisors | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
TMD & ASSOCIATES, INC | 13 | 13 | 3.06% | 5.67% | 8.60% | Q2 2016 | Q2 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.15% | 0.37% | Q3 2020 | Q3 2023 | 13 |
UNITED BANK | 13 | 13 | 0.06% | 0.38% | 0.80% | Q1 2018 | Q1 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.15% | 0.20% | 0.26% | Q3 2020 | Q3 2023 | 13 |
COUNTRY TRUST BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 13 |
Noven Financial Group, Inc. | 13 | 13 | 1.17% | 9.82% | 12.53% | Q1 2016 | Q1 2019 | 13 |
MONECO Advisors, LLC | 9 | 4 | 0.07% | 0.54% | 1.10% | Q4 2018 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 13 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.19% | 0.24% | Q2 2013 | Q2 2016 | 13 |
SII INVESTMENTS INC/WI | 8 | 4 | 0.02% | 0.20% | 0.40% | Q4 2014 | Q4 2017 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.43% | 0.60% | 0.84% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.21% | 1.13% | 2.61% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 1.11% | 1.70% | 2.51% | Q4 2019 | Q3 2023 | 12 |
Yellowstone Partners, LLC | 10 | 2 | 0.15% | 0.62% | 2.29% | Q2 2014 | Q4 2017 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.28% | 0.35% | 0.50% | Q2 2020 | Q1 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.15% | 0.26% | 0.75% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Whitegate Investment Counselors, Inc. | 12 | 12 | 0.06% | 0.42% | 0.91% | Q4 2018 | Q3 2021 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 2.22% | 3.60% | Q4 2017 | Q1 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.08% | 0.15% | 0.30% | Q1 2019 | Q2 2022 | 12 |
Paracle Advisors, LLC | 12 | 12 | 0.09% | 2.87% | 4.33% | Q2 2018 | Q1 2021 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.29% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 1.79% | 5.49% | 33.97% | Q4 2020 | Q3 2023 | 12 |
CIBC BANK USA | 9 | 3 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2017 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Redmond Asset Management, LLC | 12 | 12 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.11% | 0.36% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.22% | 1.94% | 4.91% | Q3 2020 | Q2 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Titus Wealth Management | 8 | 4 | 0.15% | 0.27% | 0.47% | Q1 2018 | Q2 2022 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 12 |
BCS Wealth Management | 6 | 6 | 1.01% | 1.49% | 2.82% | Q4 2019 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.41% | 0.98% | 1.24% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.11% | 0.14% | 0.15% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.15% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 12 |
1st Global Advisors, Inc. | 6 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 11 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.02% | 0.13% | 0.19% | Q4 2017 | Q1 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 11 | 0.04% | 0.39% | 0.56% | Q4 2017 | Q2 2020 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
CAPITAL WEALTH MANAGEMENT, LLC | 11 | 11 | 2.41% | 3.19% | 3.72% | Q4 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
RELIANCE TRUST CO | 10 | 1 | 0.66% | 8.54% | 12.96% | Q4 2014 | Q4 2018 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2019 | 11 |
Ironwood Financial, llc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2020 | 11 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.07% | 0.37% | 0.63% | Q1 2021 | Q3 2023 | 11 |
BCGM Wealth Management, LLC | 9 | 2 | 0.16% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 11 |
BOKF, NA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q3 2020 | 11 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 7 | 3 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
First Command Financial Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Vontobel Swiss Wealth Advisors AG | 7 | 3 | 0.15% | 0.30% | 0.55% | Q4 2017 | Q2 2021 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q1 2022 | 10 |
TIAA, FSB | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 10 |
RMR Wealth Builders | 9 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q1 2023 | 10 |
First Command Bank | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
LVZ, Inc. | 10 | 10 | 0.11% | 0.25% | 0.51% | Q4 2015 | Q1 2018 | 10 |
First Heartland Consultants, Inc. | 9 | 1 | 0.04% | 0.19% | 1.28% | Q4 2018 | Q1 2022 | 10 |
SPINNAKER TRUST | 9 | 1 | 0.05% | 0.10% | 0.14% | Q1 2014 | Q3 2016 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2022 | 10 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Brookstone Capital Management | 8 | 2 | 0.00% | 0.17% | 0.41% | Q2 2015 | Q2 2018 | 10 |
Jackson Hole Capital Partners, LLC | 6 | 4 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 10 |
PFG Advisors | 9 | 1 | 0.05% | 0.15% | 0.28% | Q4 2017 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 10 |
Bristlecone Advisors, LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 10 |
Bison Wealth, LLC | 8 | 2 | 0.05% | 0.08% | 0.15% | Q1 2015 | Q3 2021 | 10 |
LEO BROKERAGE, LLC | 5 | 2 | 0.04% | 0.62% | 2.09% | Q3 2020 | Q2 2023 | 9 |
Accel Wealth Management | 6 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 9 |
Keystone Financial Group | 9 | 9 | 0.16% | 0.20% | 0.36% | Q4 2017 | Q4 2019 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.59% | 0.91% | 1.21% | Q2 2021 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Fusion Family Wealth LLC | 9 | 9 | 0.01% | 0.05% | 0.20% | Q4 2016 | Q4 2018 | 9 |
Valmark Advisers, Inc. | 8 | 1 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2020 | 9 |
Hefty Wealth Partners | 9 | 9 | 0.53% | 0.90% | 1.32% | Q1 2016 | Q1 2018 | 9 |
Sandy Spring Bank | 8 | 1 | 0.00% | 0.91% | 1.38% | Q2 2015 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 4 | 2 | 0.03% | 0.56% | 1.29% | Q1 2019 | Q1 2022 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.01% | 0.07% | 0.31% | Q3 2019 | Q3 2021 | 9 |
Berkeley Capital Partners, LLC | 9 | 9 | 0.52% | 0.78% | 0.85% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 9 | 0.20% | 0.28% | 0.35% | Q2 2016 | Q2 2018 | 9 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 2 | 0.19% | 0.37% | 0.43% | Q2 2013 | Q1 2020 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2015 | 9 |
Transamerica Financial Advisors, Inc. | 8 | 1 | 0.13% | 0.79% | 1.66% | Q1 2017 | Q2 2019 | 9 |
Opes Advisors Inc | 9 | 9 | 1.05% | 1.28% | 1.58% | Q4 2016 | Q4 2018 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.62% | 1.92% | 4.45% | Q4 2014 | Q4 2016 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.13% | 1.90% | 2.56% | Q4 2020 | Q4 2022 | 9 |
Integrated Wealth Concepts LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 9 |
Gryphon Financial Partners LLC | 9 | 9 | 0.12% | 0.25% | 0.36% | Q3 2021 | Q3 2023 | 9 |
First PREMIER Bank | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
TNF LLC | 9 | 9 | 0.16% | 0.21% | 0.29% | Q3 2021 | Q3 2023 | 9 |
CHEMICAL BANK | 9 | 9 | 0.05% | 0.07% | 0.11% | Q2 2017 | Q2 2019 | 9 |
Powers Advisory Group, LLC | 8 | 8 | 1.16% | 1.26% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Argent Trust Co | 7 | 1 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 2.97% | 3.29% | 3.54% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.65% | 0.77% | 0.85% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 6.97% | 8.03% | 9.22% | Q4 2021 | Q3 2023 | 8 |
Apexium Financial, LP | 5 | 1 | 0.12% | 1.54% | 4.70% | Q4 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.35% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.35% | 0.41% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 1.33% | 1.41% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Ruggie Capital Group | 6 | 1 | 0.04% | 0.08% | 0.31% | Q3 2016 | Q3 2019 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.66% | 0.92% | 1.38% | Q3 2016 | Q3 2019 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.16% | 2.10% | 3.01% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.44% | 0.67% | 0.76% | Q1 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.01% | 0.17% | 0.21% | Q4 2015 | Q3 2018 | 8 |
Joel Isaacson & Co., LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2012 | Q4 2016 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 1.46% | 1.97% | 2.41% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 1.21% | 1.40% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.55% | 0.67% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.45% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.05% | 0.18% | 0.40% | Q1 2019 | Q4 2020 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.91% | 1.08% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Great Diamond Partners, LLC | 7 | 1 | 0.27% | 0.37% | 0.86% | Q4 2019 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Cutler Group LLC / CA | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 8 |
FDx Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2017 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
SPC Financial, Inc. | 6 | 1 | 0.03% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 7 |
Sonora Investment Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q4 2015 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.10% | 0.24% | Q4 2021 | Q2 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Riverview Trust Co | 6 | 1 | 0.00% | 11.45% | 14.02% | Q4 2018 | Q1 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Private Capital Management, LLC | 7 | 7 | 0.24% | 0.29% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Arkos Global Advisors | 7 | 7 | 0.13% | 0.43% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Trek Financial, LLC | 4 | 3 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q1 2022 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2020 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q1 2019 | 7 |
Texas Capital Bank Wealth Management Services Inc | 7 | 7 | 0.03% | 0.10% | 0.40% | Q4 2019 | Q2 2021 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.42% | 0.69% | 0.86% | Q2 2013 | Q4 2014 | 7 |
TCF National Bank | 7 | 7 | 0.10% | 0.12% | 0.13% | Q3 2019 | Q1 2021 | 7 |
Eudaimonia Partners, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 6 | 1 | 0.00% | 0.19% | 0.46% | Q2 2021 | Q3 2023 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.00% | 0.06% | 0.16% | Q3 2015 | Q1 2017 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.06% | 0.34% | Q4 2020 | Q4 2022 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Viewpoint Capital Management LLC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 2 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q4 2019 | 7 |
Stonebridge Capital Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.04% | 0.07% | 0.24% | Q4 2020 | Q2 2022 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.13% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.11% | 0.18% | 0.24% | Q2 2015 | Q4 2018 | 6 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 6 |
WealthTrust Asset Management, LLC | 6 | 6 | 0.19% | 0.24% | 0.30% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 6 |
Moors & Cabot, Inc. | 4 | 2 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q1 2022 | 6 |
Truvestments Capital LLC | 4 | 2 | 1.36% | 1.85% | 2.50% | Q2 2018 | Q4 2019 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Lowe Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2019 | Q4 2020 | 6 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Rodgers & Associates, LTD | 6 | 6 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2013 | Q1 2015 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.06% | 0.09% | Q4 2016 | Q1 2020 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.88% | 1.69% | 2.03% | Q3 2016 | Q4 2017 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q1 2016 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 1.11% | 1.47% | 1.68% | Q2 2016 | Q3 2017 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.14% | Q2 2018 | Q3 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Surevest, LLC | 6 | 6 | 0.17% | 1.69% | 2.16% | Q4 2018 | Q1 2020 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
Eukles Asset Management | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.34% | 0.38% | 0.47% | Q1 2020 | Q1 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q3 2018 | Q3 2019 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.06% | 0.08% | 0.16% | Q2 2015 | Q2 2017 | 5 |
Cadence Bank | 5 | 5 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.16% | 0.21% | Q4 2019 | Q1 2022 | 5 |
BSW Wealth Partners | 4 | 1 | 0.41% | 0.61% | 0.79% | Q3 2015 | Q4 2016 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q4 2018 | Q4 2019 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 1 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 5 | 5 | 0.12% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Bernardo Wealth Planning LLC | 5 | 5 | 0.16% | 0.20% | 0.23% | Q4 2018 | Q4 2019 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Coyle Financial Counsel LLC | 4 | 1 | 0.01% | 2.85% | 5.80% | Q2 2016 | Q2 2018 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.63% | 0.67% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.09% | 0.20% | 0.37% | Q3 2019 | Q3 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Alhambra Investment Management LLC | 2 | 1 | 0.14% | 0.18% | 0.28% | Q4 2019 | Q4 2022 | 5 |
Smart Money Group LLC | 5 | 5 | 0.24% | 1.20% | 1.61% | Q1 2019 | Q1 2020 | 5 |
Wolff Financial Management LLC | 5 | 5 | 0.16% | 0.23% | 0.27% | Q4 2018 | Q4 2019 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Vigilare Wealth Management | 3 | 2 | 0.15% | 0.28% | 0.44% | Q4 2019 | Q1 2022 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
XML Financial, LLC | 4 | 1 | 0.05% | 0.40% | 0.61% | Q4 2019 | Q1 2021 | 5 |
McKinley Carter Wealth Services, Inc. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2021 | 5 |
Coulter & Justus Financial Services, LLC | 5 | 5 | 1.26% | 3.02% | 6.51% | Q3 2022 | Q3 2023 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q1 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.10% | 0.36% | Q3 2017 | Q1 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 2.65% | 2.90% | 3.16% | Q2 2013 | Q1 2014 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 4 |
Private Wealth Advisors, LLC | 4 | 4 | 0.40% | 0.49% | 0.56% | Q4 2020 | Q3 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.81% | 0.92% | 1.06% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.15% | 0.21% | 0.30% | Q4 2018 | Q3 2019 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Cassady Schiller Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.03% | 1.15% | 1.37% | Q4 2017 | Q3 2018 | 4 |
NWAM LLC | 3 | 1 | 0.02% | 0.08% | 0.11% | Q2 2012 | Q3 2023 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.18% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KELLEHER FINANCIAL ADVISORS | 2 | 2 | 0.39% | 0.43% | 0.51% | Q4 2017 | Q4 2018 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q1 2021 | Q1 2022 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.39% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 1.23% | 2.04% | 3.72% | Q3 2019 | Q2 2020 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.62% | 1.34% | Q4 2019 | Q4 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q2 2022 | Q3 2023 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.48% | 0.56% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2019 | 4 |
PCG Wealth Advisors, LLC | 4 | 4 | 0.68% | 0.92% | 1.09% | Q4 2021 | Q3 2022 | 4 |
JD Financial Services Inc. | 4 | 4 | 1.65% | 5.11% | 6.66% | Q1 2021 | Q4 2021 | 4 |
Bridgewater Advisors Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 1 | 0.24% | 0.35% | 0.40% | Q1 2019 | Q1 2020 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.19% | 0.64% | 1.02% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q1 2015 | Q4 2015 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.19% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.71% | 0.85% | 0.96% | Q4 2022 | Q3 2023 | 4 |
INVESTORS TRUST INC | 3 | 1 | 0.05% | 0.29% | 0.52% | Q2 2013 | Q2 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 4 | 1.00% | 1.10% | 1.21% | Q1 2019 | Q4 2019 | 4 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 0.54% | 0.56% | 0.58% | Q4 2017 | Q3 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PATTEN & PATTEN INC/TN | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q1 2014 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.04% | 0.11% | 0.15% | Q4 2014 | Q2 2015 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON & GARRARD INC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2017 | Q3 2017 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 3 |
Provident Wealth Management, LLC | 2 | 1 | 0.00% | 0.87% | 1.37% | Q4 2019 | Q3 2020 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Gray Wealth Management Inc. | 2 | 1 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.11% | 0.19% | 0.27% | Q2 2016 | Q4 2022 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 1.82% | 1.94% | 2.01% | Q3 2016 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Keystone Financial Planning, Inc. | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2013 | Q2 2014 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.00% | 0.60% | 0.96% | Q4 2022 | Q2 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 2.27% | 5.27% | 6.86% | Q4 2014 | Q2 2015 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.23% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Sanford Advisory Services, LLC | 3 | 3 | 0.36% | 1.09% | 1.51% | Q2 2022 | Q4 2022 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2015 | Q2 2016 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.49% | 0.53% | 0.57% | Q3 2016 | Q1 2017 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 3 |
Norway Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
USAdvisors Wealth Management, LLC | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2019 | Q3 2020 | 3 |
Eagle Strategies LLC | 2 | 1 | 0.09% | 0.51% | 0.76% | Q2 2022 | Q1 2023 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q3 2020 | 3 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 5.78% | 6.47% | 7.16% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.54% | 1.08% | Q2 2020 | Q3 2022 | 2 |
FCG ADVISORS, LLC | 1 | 1 | 0.13% | 0.22% | 0.30% | Q4 2014 | Q2 2017 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 2.81% | 3.02% | 3.22% | Q4 2022 | Q1 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
American Trust | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2013 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
Anson Capital, Inc. | 1 | 1 | 0.34% | 0.39% | 0.44% | Q1 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2019 | Q3 2019 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Dakota Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
New Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.30% | 1.69% | 2.09% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Boston Common Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Diversified, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q2 2016 | Q3 2016 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.31% | 0.37% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.00% | 1.07% | 2.14% | Q2 2017 | Q3 2017 | 2 |
Stokes Capital Advisors, LLC | 2 | 2 | 0.34% | 0.37% | 0.41% | Q4 2017 | Q1 2018 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.98% | 1.27% | 1.56% | Q2 2021 | Q2 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.29% | 1.52% | 1.75% | Q4 2017 | Q1 2018 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.28% | 0.65% | 1.02% | Q4 2019 | Q1 2020 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BRR OpCo, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Signify Wealth | 1 | 1 | 10.10% | 10.17% | 10.24% | Q4 2020 | Q2 2021 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Wharton Business Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q4 2019 | Q4 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2016 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q3 2020 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Trexquant Investment LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2020 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2020 | 2 |
Golden State Equity Partners | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.65% | 1.06% | 1.47% | Q1 2020 | Q2 2020 | 2 |
Breakwater Capital Group | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Pointe Capital Management LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2016 | Q4 2016 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Systelligence, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2019 | Q4 2019 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2019 | Q4 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
True North Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2014 | Q2 2014 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
CMC Financial Group | 1 | 1 | 10.64% | 10.64% | 10.64% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2017 | Q1 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2014 | Q2 2014 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Team Financial Group, LLC | 1 | 1 | 3.55% | 3.55% | 3.55% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Retireful, LLC | 1 | 1 | 9.06% | 9.06% | 9.06% | Q1 2022 | Q1 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First American Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2017 | Q1 2017 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.