Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Sterneck Capital Management, LLC | 17 | 17 | 1.20% | 1.84% | 2.46% | Q3 2019 | Q3 2023 | 17 |
Moisand Fitzgerald Tamayo, LLC | 16 | 16 | 0.02% | 3.37% | 8.31% | Q4 2019 | Q3 2023 | 16 |
WEST PACES ADVISORS INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.43% | 0.64% | 0.75% | Q1 2020 | Q4 2023 | 16 |
Plancorp, LLC | 16 | 16 | 0.89% | 1.94% | 2.99% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Wealth Architects, LLC | 15 | 15 | 0.19% | 0.81% | 1.84% | Q1 2020 | Q3 2023 | 15 |
Evensky & Katz LLC | 8 | 7 | 0.01% | 1.93% | 5.91% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 2.57% | 3.47% | Q1 2020 | Q3 2023 | 15 |
Truepoint, Inc. | 15 | 15 | 0.13% | 4.12% | 8.12% | Q1 2020 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.19% | 0.52% | 1.75% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.06% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 3.00% | 3.34% | 3.61% | Q1 2020 | Q3 2023 | 15 |
Merriman Wealth Management, LLC | 15 | 15 | 0.10% | 9.31% | 14.57% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Unison Advisors LLC | 14 | 14 | 10.19% | 19.43% | 31.79% | Q2 2020 | Q3 2023 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.00% | 4.87% | 7.59% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Klingman & Associates, LLC | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.15% | 0.34% | Q3 2011 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.01% | 4.94% | 7.22% | Q3 2020 | Q3 2023 | 13 |
USAdvisors Wealth Management, LLC | 13 | 13 | 0.05% | 0.85% | 2.06% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.36% | 0.64% | 0.86% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 12 | 12 | 0.17% | 0.99% | 2.75% | Q4 2020 | Q3 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 1.81% | 3.96% | 9.06% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Carlson Capital Management | 12 | 12 | 0.72% | 2.53% | 4.00% | Q4 2020 | Q3 2023 | 12 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Creative Planning | 12 | 12 | 0.03% | 0.25% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Mraz, Amerine & Associates, Inc. | 12 | 12 | 0.20% | 1.79% | 2.65% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Management, Inc. | 12 | 12 | 0.18% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Truadvice, LLC | 12 | 12 | 0.10% | 0.27% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.63% | 0.78% | 1.05% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Chicago Partners Investment Group LLC | 12 | 12 | 0.06% | 0.34% | 0.65% | Q4 2020 | Q3 2023 | 12 |
BANK OF AMERICA CORP /DE/ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Gradient Capital Advisors, LLC | 11 | 11 | 0.36% | 0.58% | 0.89% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 9 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CPWM, LLC | 11 | 11 | 0.57% | 1.12% | 1.63% | Q1 2020 | Q3 2022 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
COWA, LLC | 11 | 11 | 0.73% | 3.24% | 5.51% | Q1 2021 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.05% | 0.44% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Stewardship Advisors, LLC | 11 | 11 | 0.28% | 1.55% | 2.66% | Q1 2021 | Q3 2023 | 11 |
B&D White Capital Company, LLC | 11 | 11 | 1.33% | 4.46% | 7.23% | Q1 2021 | Q3 2023 | 11 |
WMS Partners, LLC | 11 | 11 | 0.06% | 1.19% | 3.75% | Q1 2021 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.01% | 0.23% | 0.42% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SNS Financial Group, LLC | 11 | 11 | 0.94% | 1.36% | 1.84% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.06% | 0.15% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Apella Capital, LLC | 7 | 3 | 0.17% | 0.26% | 0.41% | Q2 2021 | Q4 2023 | 10 |
Oakwell Private Wealth Management, LLC | 10 | 10 | 0.40% | 3.61% | 4.43% | Q2 2021 | Q3 2023 | 10 |
SOL Capital Management CO | 10 | 10 | 0.05% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SENTINEL PENSION ADVISORS INC | 10 | 10 | 0.33% | 0.41% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.01% | 0.30% | 0.67% | Q2 2021 | Q3 2023 | 10 |
Joseph P. Lucia & Associates, LLC | 10 | 10 | 0.13% | 0.50% | 0.83% | Q2 2021 | Q3 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 10 | 0.11% | 0.76% | 1.48% | Q4 2020 | Q1 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TruWealth Advisors, LLC | 10 | 10 | 1.49% | 1.99% | 2.29% | Q2 2021 | Q3 2023 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 1.32% | 4.86% | 7.82% | Q2 2021 | Q3 2023 | 10 |
Financial Partners Group, Inc | 10 | 10 | 1.42% | 2.21% | 2.86% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.14% | 0.31% | Q2 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.01% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Aprio Wealth Management, LLC | 10 | 10 | 0.76% | 3.57% | 7.05% | Q2 2021 | Q3 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.04% | 0.61% | 0.98% | Q1 2021 | Q2 2023 | 10 |
IHT Wealth Management, LLC | 10 | 10 | 0.12% | 0.38% | 1.24% | Q2 2021 | Q3 2023 | 10 |
Great Point Wealth Advisors, LLC | 10 | 10 | 1.24% | 2.09% | 2.86% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 9 | 9 | 0.68% | 1.31% | 2.08% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
McLean Asset Management Corp | 9 | 9 | 0.16% | 0.32% | 0.52% | Q4 2021 | Q4 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.01% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 9 |
IFP Advisors, Inc | 9 | 9 | 0.04% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.02% | 0.19% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Global Trust Asset Management, LLC | 8 | 1 | 0.04% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.11% | 0.18% | 0.24% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.02% | 0.07% | 0.29% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.00% | 0.59% | 0.91% | Q2 2021 | Q3 2023 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 6 | 3 | 0.08% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
IAM Advisory, LLC | 9 | 9 | 1.89% | 2.26% | 3.00% | Q3 2021 | Q3 2023 | 9 |
BOKF, NA | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 8 | 8 | 0.15% | 0.23% | 0.35% | Q4 2021 | Q3 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.67% | 1.47% | Q4 2021 | Q3 2023 | 8 |
CRA Financial Services, LLC | 8 | 8 | 0.08% | 0.21% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.02% | 2.32% | 5.08% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Krilogy Financial LLC | 8 | 8 | 0.05% | 0.98% | 2.40% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Mayfair Advisory Group, LLC | 8 | 8 | 0.36% | 0.67% | 1.22% | Q4 2021 | Q3 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 3.01% | 3.31% | 3.53% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 1.76% | 2.11% | 2.39% | Q4 2021 | Q3 2023 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 3.28% | 4.75% | 5.81% | Q4 2021 | Q3 2023 | 8 |
Facet Wealth, Inc. | 8 | 8 | 0.02% | 0.18% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Greenwich Wealth Management LLC | 8 | 8 | 0.02% | 0.43% | 0.68% | Q4 2021 | Q3 2023 | 8 |
BCR Wealth Strategies, LLC | 8 | 8 | 0.22% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 1.16% | 3.97% | 5.57% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.11% | 0.46% | 0.77% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.36% | 4.31% | 7.52% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 1.20% | 1.41% | 1.76% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 4 | 1 | 0.02% | 0.62% | 1.03% | Q1 2021 | Q3 2023 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.10% | 0.57% | 0.88% | Q4 2021 | Q3 2023 | 8 |
All Season Financial Advisors, Inc. | 8 | 8 | 0.19% | 0.44% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.16% | 2.31% | 3.19% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.21% | 0.54% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Parcion Private Wealth LLC | 8 | 8 | 3.47% | 3.98% | 4.65% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.41% | 1.17% | 1.95% | Q2 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.08% | 0.64% | 0.86% | Q4 2021 | Q3 2023 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 0.25% | 2.10% | 2.98% | Q4 2021 | Q3 2023 | 8 |
Capital Wealth Alliance, LLC | 8 | 8 | 0.12% | 0.58% | 0.89% | Q4 2021 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.06% | 0.71% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.71% | 0.87% | 1.07% | Q4 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 0.84% | 1.93% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.64% | 1.28% | 1.90% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 4.08% | 6.74% | 11.40% | Q4 2021 | Q3 2023 | 8 |
Grant/GrossMendelsohn, LLC | 6 | 2 | 0.14% | 0.43% | 0.87% | Q3 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.74% | 1.43% | 2.57% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.35% | 0.54% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.34% | 0.41% | 0.70% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.71% | 1.83% | 2.80% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.15% | 0.34% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 1.12% | 1.33% | 1.89% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 4.86% | 5.98% | 6.72% | Q4 2021 | Q3 2023 | 8 |
Diversified Portfolios, Inc. | 8 | 8 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.53% | 3.57% | 5.31% | Q3 2021 | Q2 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.21% | 0.36% | 0.79% | Q4 2021 | Q3 2023 | 8 |
RVW Wealth, LLC | 8 | 8 | 0.05% | 0.90% | 2.40% | Q1 2022 | Q4 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.77% | 0.83% | 0.91% | Q4 2021 | Q3 2023 | 8 |
NWAM LLC | 7 | 7 | 0.05% | 0.37% | 0.82% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.16% | 1.08% | 1.83% | Q1 2022 | Q3 2023 | 7 |
Capasso Planning Partners LLC | 7 | 7 | 0.14% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 1.48% | 1.83% | 2.75% | Q1 2022 | Q3 2023 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.08% | 0.18% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.01% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.30% | 0.32% | 0.33% | Q1 2022 | Q3 2023 | 7 |
SATOVSKY ASSET MANAGEMENT LLC | 7 | 7 | 0.63% | 15.97% | 22.08% | Q1 2022 | Q3 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MFA WEALTH ADVISORS, LLC | 7 | 7 | 3.62% | 4.10% | 4.42% | Q1 2022 | Q3 2023 | 7 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.06% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Greenspring Advisors, LLC | 7 | 7 | 0.07% | 0.34% | 0.69% | Q1 2022 | Q3 2023 | 7 |
FIRST FINANCIAL CORP /IN/ | 7 | 7 | 0.18% | 0.62% | 0.80% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Cerro Pacific Wealth Advisors LLC | 7 | 7 | 0.63% | 2.40% | 4.81% | Q3 2021 | Q1 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.13% | 0.20% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Baldrige Asset Management LLC | 7 | 7 | 0.00% | 0.06% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.16% | 0.33% | 0.54% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Gerber Kawasaki Wealth & Investment Management | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.51% | 0.95% | 1.47% | Q1 2022 | Q3 2023 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.88% | 1.72% | 2.61% | Q1 2022 | Q3 2023 | 7 |
ARQ WEALTH ADVISORS, LLC | 7 | 7 | 2.36% | 4.06% | 5.24% | Q1 2022 | Q3 2023 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 6 | 0.74% | 1.05% | 1.47% | Q2 2022 | Q3 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.10% | 3.78% | 6.07% | Q2 2022 | Q3 2023 | 6 |
Day & Ennis, LLC | 6 | 6 | 0.40% | 0.43% | 0.45% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 1 | 0.08% | 2.93% | 4.65% | Q2 2021 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.69% | 2.56% | 3.39% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.02% | 0.12% | 0.50% | Q2 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
ERn Financial, LLC | 6 | 6 | 0.51% | 0.59% | 0.66% | Q2 2022 | Q3 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.04% | 1.04% | 2.08% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.22% | 0.27% | 0.34% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 6 |
Kolinsky Wealth Management, LLC | 6 | 6 | 1.35% | 1.73% | 1.85% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 1.78% | 2.13% | 2.86% | Q2 2022 | Q3 2023 | 6 |
Financial Futures Ltd Liability Co. | 6 | 6 | 2.94% | 4.03% | 5.23% | Q2 2022 | Q3 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.49% | 1.12% | 1.92% | Q2 2022 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.42% | 0.56% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
WIPFLI FINANCIAL ADVISORS LLC, | 6 | 6 | 5.40% | 8.62% | 9.96% | Q2 2021 | Q3 2022 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 1.70% | 2.02% | 2.29% | Q4 2021 | Q1 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.10% | 0.34% | 0.45% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 1.16% | 1.39% | 1.67% | Q2 2022 | Q3 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 2.26% | 2.84% | 3.94% | Q2 2022 | Q3 2023 | 6 |
Brickley Wealth Management | 4 | 2 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 3.61% | 3.85% | 4.03% | Q2 2022 | Q3 2023 | 6 |
Bull Oak Capital, LLC | 6 | 6 | 7.75% | 14.13% | 22.09% | Q2 2022 | Q3 2023 | 6 |
Parkside Financial Bank & Trust | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 1.20% | 2.80% | 3.97% | Q2 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.05% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 6 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 0.35% | 0.56% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.27% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Klaas Financial Asset Advisors, LLC | 6 | 6 | 2.45% | 2.75% | 2.95% | Q2 2022 | Q3 2023 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.27% | 0.55% | 0.80% | Q2 2022 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.05% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Clarus Group, Inc. | 5 | 5 | 3.46% | 4.21% | 4.96% | Q3 2022 | Q3 2023 | 5 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 5 | 5 | 1.65% | 1.77% | 1.97% | Q2 2020 | Q2 2021 | 5 |
Prospera Financial Services Inc | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.05% | 0.15% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Bridge Advisory, LLC | 5 | 5 | 0.54% | 0.58% | 0.60% | Q3 2022 | Q3 2023 | 5 |
BigSur Wealth Management LLC | 5 | 5 | 0.40% | 0.45% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Traverso Chambers Private Wealth Management, LLC | 5 | 5 | 1.75% | 1.82% | 1.87% | Q3 2022 | Q3 2023 | 5 |
TRIAD FINANCIAL ADVISORS, INC. | 5 | 5 | 0.24% | 0.26% | 0.31% | Q4 2021 | Q4 2022 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RiverTree Advisors, LLC | 5 | 5 | 1.42% | 3.24% | 6.03% | Q1 2022 | Q1 2023 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 0.05% | 1.10% | 2.92% | Q4 2020 | Q4 2021 | 5 |
Stillwater Investment Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Tower Wealth Partners, Inc. | 5 | 5 | 7.38% | 7.92% | 8.37% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.02% | 0.16% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Modera Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Lutz Financial Services LLC | 5 | 5 | 0.16% | 0.30% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Total Wealth Planning, LLC | 5 | 5 | 0.09% | 0.27% | 0.33% | Q3 2022 | Q3 2023 | 5 |
JRM Investment Counsel, LLC | 5 | 5 | 3.63% | 5.21% | 6.30% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Echo Wealth Management, LLC | 5 | 5 | 1.28% | 3.60% | 4.51% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
INNEALTA CAPITAL, LLC | 5 | 5 | 0.54% | 1.39% | 2.63% | Q1 2021 | Q1 2022 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.03% | 0.06% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.81% | 0.94% | 0.99% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q4 2021 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Willow Creek Wealth Management Inc. | 5 | 5 | 0.69% | 0.74% | 0.81% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.02% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 1.50% | 2.43% | 3.85% | Q3 2022 | Q3 2023 | 5 |
Index Fund Advisors, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.06% | 1.41% | 2.14% | Q3 2022 | Q3 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.08% | 0.87% | 1.83% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 4.95% | 5.04% | 5.16% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 3.65% | 3.90% | 4.23% | Q4 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 3.16% | 3.35% | 3.68% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.42% | 0.48% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 14.71% | 15.61% | 17.03% | Q4 2022 | Q3 2023 | 4 |
Drake & Associates, LLC | 4 | 4 | 3.33% | 3.42% | 3.53% | Q4 2022 | Q3 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cornell Pochily Investment Advisors, Inc. | 4 | 4 | 0.10% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Falcon Wealth Planning | 4 | 4 | 4.69% | 4.98% | 5.30% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.22% | 0.36% | 0.43% | Q4 2021 | Q3 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 2.89% | 3.51% | 4.36% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 1.60% | 2.33% | 3.08% | Q4 2022 | Q3 2023 | 4 |
HAP Trading, LLC | 2 | 2 | 0.03% | 0.24% | 0.52% | Q1 2023 | Q2 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.83% | 0.89% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Wallington Asset Management, LLC | 4 | 4 | 1.10% | 1.82% | 2.11% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.64% | 0.66% | 0.71% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 27.69% | 28.95% | 30.05% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.70% | 0.74% | 0.77% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.89% | 0.92% | 0.96% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.21% | 0.27% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 11.93% | 12.48% | 12.89% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 3.41% | 3.98% | 5.46% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.12% | 0.26% | Q1 2021 | Q1 2022 | 4 |
Team Hewins, LLC | 4 | 4 | 5.99% | 10.50% | 12.16% | Q4 2022 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 4 | 4 | 0.18% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Collaborative Wealth Managment Inc. | 4 | 4 | 0.18% | 1.64% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.76% | 0.83% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.16% | Q1 2022 | Q4 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.40% | 0.49% | 0.55% | Q4 2022 | Q3 2023 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 2.16% | 2.65% | 3.16% | Q4 2022 | Q3 2023 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 2.76% | 3.96% | 4.46% | Q4 2022 | Q3 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Pacific Life Fund Advisors LLC | 4 | 4 | 0.18% | 0.50% | 0.67% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 2.11% | 2.44% | 2.71% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.48% | 0.61% | 0.77% | Q1 2022 | Q4 2022 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.05% | 2.20% | 3.46% | Q2 2022 | Q1 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 4.14% | 4.51% | 4.96% | Q4 2022 | Q3 2023 | 4 |
Insight Wealth Partners, LLC | 4 | 4 | 0.05% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.27% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
HYA Advisors, Inc | 4 | 4 | 0.22% | 0.38% | 0.52% | Q3 2021 | Q2 2022 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.43% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 12.15% | 12.94% | 14.02% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.40% | 0.83% | 1.26% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.57% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CSS LLC/IL | 4 | 4 | 0.03% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.24% | 0.33% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.45% | 1.07% | 1.52% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.02% | 0.46% | 1.18% | Q4 2022 | Q3 2023 | 4 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.40% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Flaharty Asset Management, LLC | 4 | 4 | 0.40% | 0.46% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BRIGGS ADVISORY GROUP, INC. | 4 | 4 | 0.12% | 0.30% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.02% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.04% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
DBK Financial Counsel, LLC | 4 | 4 | 0.56% | 0.79% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 4.68% | 6.27% | 7.34% | Q1 2020 | Q4 2020 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 17.28% | 18.26% | 19.39% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.05% | 0.23% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.26% | 0.41% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 1.39% | 1.53% | 1.67% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Summit X, LLC | 3 | 3 | 0.09% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FAS Wealth Partners, Inc. | 2 | 1 | 0.34% | 0.49% | 0.59% | Q4 2022 | Q3 2023 | 3 |
WJ Interests, LLC | 3 | 3 | 6.03% | 6.12% | 6.24% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.12% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.48% | 0.62% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.26% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 1.66% | 1.75% | 1.86% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 3 |
Rockefeller Capital Management L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Miller Investment Management, LP | 3 | 3 | 0.15% | 0.15% | 0.16% | Q3 2022 | Q1 2023 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 0.22% | 1.32% | 3.06% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 4.88% | 6.41% | 7.85% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.37% | 0.81% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 3 | 3 | 0.08% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Glenview Trust Co | 3 | 3 | 0.12% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Beta Wealth Group, Inc. | 3 | 3 | 0.47% | 0.50% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.52% | 0.61% | 0.77% | Q1 2023 | Q3 2023 | 3 |
MATTERN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
REDW Wealth LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Callan Capital, LLC | 3 | 3 | 0.19% | 0.75% | 1.25% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Strid Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 2.13% | 2.52% | 2.88% | Q1 2023 | Q3 2023 | 3 |
Opus Capital Group, LLC | 3 | 3 | 1.28% | 1.64% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 3 |
BlackDiamond Wealth Management, LLC | 2 | 1 | 0.27% | 0.30% | 0.34% | Q2 2022 | Q2 2023 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 3 | 1.38% | 1.50% | 1.61% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Visionary Wealth Advisors | 2 | 1 | 0.02% | 0.17% | 0.29% | Q2 2022 | Q3 2023 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.27% | 0.98% | 1.45% | Q1 2023 | Q3 2023 | 3 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 2 | 2 | 3.77% | 3.90% | 4.03% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Zhang Financial LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Paragon Advisors, LLC | 2 | 2 | 1.16% | 2.10% | 3.05% | Q2 2023 | Q3 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 4.37% | 4.57% | 4.78% | Q4 2022 | Q1 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.48% | 1.19% | 1.90% | Q2 2023 | Q3 2023 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.17% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.11% | 0.41% | 0.72% | Q2 2023 | Q3 2023 | 2 |
FINANCIAL MANAGEMENT NETWORK INC | 2 | 2 | 0.10% | 0.40% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2023 | Q4 2023 | 2 |
55I, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.25% | 0.31% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Brown University | 2 | 2 | 7.09% | 7.38% | 7.67% | Q2 2023 | Q3 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Blue Investment Partners LLC | 2 | 2 | 2.04% | 4.73% | 7.42% | Q4 2022 | Q1 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.18% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 12.30% | 12.56% | 12.82% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Aveo Capital Partners, LLC | 2 | 2 | 0.41% | 0.42% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Intergy Private Wealth, LLC | 2 | 2 | 1.46% | 1.80% | 2.15% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.44% | 0.59% | 0.75% | Q2 2023 | Q3 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 7.69% | 7.98% | 8.26% | Q4 2022 | Q1 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.12% | 0.24% | 0.36% | Q2 2021 | Q3 2021 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.20% | 1.24% | 1.29% | Q2 2023 | Q3 2023 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.35% | 0.43% | 0.51% | Q3 2021 | Q4 2021 | 2 |
RCS Financial Planning, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Whitegate Investment Counselors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
L & S Advisors Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TFB Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Family Investment Center, Inc. | 1 | 1 | 4.52% | 4.52% | 4.52% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 4.55% | 4.55% | 4.55% | Q3 2023 | Q3 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2023 | Q4 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
Northland Capital Management LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2023 | Q4 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2022 | Q3 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Carson Advisory Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 16.82% | 16.82% | 16.82% | Q1 2023 | Q1 2023 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2023 | Q4 2023 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Virginia National Bank | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q3 2023 | Q3 2023 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Fortress Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own AMERICAN CENTY ETF TR or have owned AMERICAN CENTY ETF TR in the past.