Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.29% | 0.67% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.12% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Goelzer Investment Management, Inc. | 42 | 42 | 0.04% | 1.94% | 4.64% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 40 | 1 | 0.02% | 0.35% | 1.33% | Q2 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.73% | 1.96% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 38 | 38 | 0.00% | 0.31% | 0.62% | Q2 2014 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.04% | 0.28% | Q4 2013 | Q3 2023 | 40 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 39 | 39 | 0.10% | 0.14% | 0.19% | Q1 2014 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 37 | 2 | 0.00% | 0.08% | 0.36% | Q4 2013 | Q3 2023 | 39 |
HighTower Advisors, LLC | 27 | 11 | 0.00% | 0.09% | 0.43% | Q1 2014 | Q3 2023 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38 | 38 | 0.02% | 1.23% | 1.66% | Q2 2014 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 38 | 38 | 0.01% | 0.32% | 2.11% | Q3 2013 | Q4 2022 | 38 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 37 |
LVW Advisors, LLC | 36 | 36 | 0.11% | 0.70% | 1.99% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 8 | 0.00% | 0.32% | 0.79% | Q3 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 36 | 36 | 0.00% | 0.09% | 0.57% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.11% | 0.59% | 1.12% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 36 | 36 | 0.02% | 0.09% | 0.41% | Q4 2014 | Q3 2023 | 36 |
Lenox Wealth Advisors, LLC | 36 | 36 | 0.01% | 9.65% | 27.84% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 35 | 35 | 0.01% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 35 |
MAI Capital Management | 35 | 35 | 0.04% | 0.38% | 0.75% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 35 | 0.01% | 0.04% | 0.50% | Q1 2015 | Q3 2023 | 35 |
AlphaMark Advisors, LLC | 35 | 35 | 2.46% | 3.28% | 4.26% | Q1 2015 | Q3 2023 | 35 |
Financial Advisory Group | 35 | 35 | 6.69% | 13.16% | 16.45% | Q1 2015 | Q3 2023 | 35 |
SHEETS SMITH WEALTH MANAGEMENT | 35 | 35 | 0.05% | 0.14% | 0.59% | Q1 2015 | Q3 2023 | 35 |
BOK Financial Private Wealth, Inc. | 35 | 35 | 0.19% | 5.42% | 11.62% | Q1 2015 | Q3 2023 | 35 |
Private Advisor Group, LLC | 34 | 1 | 0.01% | 0.08% | 0.66% | Q4 2014 | Q3 2023 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.04% | 0.18% | 0.48% | Q1 2015 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.10% | 0.86% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 35 |
CENTRAL TRUST Co | 34 | 34 | 0.07% | 0.44% | 1.23% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 34 |
NORTHERN TRUST CORP | 33 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 34 |
COMERICA BANK | 32 | 1 | 0.14% | 0.58% | 1.84% | Q1 2015 | Q3 2023 | 33 |
COMMERCE BANK | 33 | 33 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 33 |
MISSION WEALTH MANAGEMENT, LP | 33 | 33 | 0.03% | 3.94% | 19.62% | Q3 2015 | Q3 2023 | 33 |
KWMG, LLC | 32 | 32 | 0.03% | 0.53% | 1.70% | Q4 2014 | Q3 2022 | 32 |
WESCAP Management Group, Inc. | 32 | 32 | 5.32% | 12.12% | 30.58% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.17% | 0.75% | 1.60% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.07% | 0.21% | Q4 2015 | Q3 2023 | 31 |
Roble, Belko & Company, Inc | 31 | 31 | 0.01% | 1.43% | 4.34% | Q1 2015 | Q3 2022 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
Krilogy Financial LLC | 29 | 1 | 0.02% | 0.28% | 2.58% | Q3 2015 | Q1 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.22% | 1.96% | 4.26% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.70% | 2.00% | 4.19% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.07% | 0.93% | Q2 2014 | Q3 2023 | 29 |
BALDWIN BROTHERS LLC/MA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.04% | 0.29% | 3.72% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 28 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.01% | 0.53% | 2.38% | Q2 2015 | Q2 2023 | 28 |
Blankinship & Foster, LLC | 28 | 28 | 7.73% | 17.79% | 31.64% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.34% | 1.28% | Q1 2016 | Q4 2022 | 28 |
VICUS CAPITAL | 22 | 6 | 0.03% | 1.09% | 7.49% | Q4 2015 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.03% | 1.01% | 2.60% | Q1 2015 | Q4 2021 | 28 |
CAPTRUST FINANCIAL ADVISORS | 25 | 2 | 0.00% | 0.15% | 3.61% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q4 2019 | 27 |
Caprock Group, LLC | 27 | 27 | 0.11% | 0.37% | 0.87% | Q1 2017 | Q3 2023 | 27 |
M Holdings Securities, Inc. | 22 | 5 | 0.16% | 0.77% | 2.40% | Q1 2016 | Q1 2023 | 27 |
MOTCO | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 22 | 4 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 22 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 26 |
CWM, LLC | 15 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 26 |
Mosaic Family Wealth, LLC | 25 | 25 | 3.71% | 12.24% | 15.62% | Q4 2015 | Q4 2021 | 25 |
Stratos Wealth Partners, LTD. | 21 | 4 | 0.01% | 0.07% | 0.36% | Q4 2014 | Q4 2021 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 22 | 1 | 0.00% | 0.78% | 2.84% | Q4 2015 | Q3 2023 | 25 |
Cerity Partners LLC | 24 | 1 | 0.01% | 0.33% | 1.07% | Q1 2017 | Q2 2023 | 25 |
PINNACLE ASSOCIATES LTD | 24 | 24 | 0.01% | 0.13% | 0.49% | Q1 2014 | Q4 2019 | 24 |
Jordan Park Group LLC | 24 | 24 | 0.12% | 2.67% | 12.30% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.37% | 0.89% | 3.25% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 2.26% | 4.56% | 6.04% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.16% | 0.96% | 3.50% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 2.87% | 5.61% | 10.20% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.12% | 0.44% | 1.02% | Q4 2017 | Q3 2023 | 24 |
CKW FINANCIAL GROUP | 23 | 23 | 0.02% | 8.27% | 9.60% | Q4 2014 | Q2 2020 | 23 |
FMR LLC | 21 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 23 |
Merit Financial Group, LLC | 18 | 5 | 0.02% | 0.12% | 0.57% | Q4 2017 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 22 | 1 | 0.08% | 0.15% | 0.25% | Q2 2017 | Q3 2023 | 23 |
Buckingham Capital Management, Inc. | 20 | 3 | 0.03% | 3.36% | 7.50% | Q3 2015 | Q4 2021 | 23 |
Cetera Investment Advisers | 20 | 3 | 0.04% | 0.14% | 0.72% | Q3 2017 | Q3 2023 | 23 |
CFO4Life Group, LLC | 18 | 5 | 0.07% | 1.18% | 5.22% | Q1 2017 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 23 | 23 | 0.11% | 0.42% | 0.86% | Q1 2015 | Q3 2020 | 23 |
Investors Research Corp | 23 | 23 | 0.27% | 0.63% | 0.94% | Q1 2018 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.01% | 0.21% | 0.71% | Q3 2017 | Q1 2023 | 23 |
Bank of New York Mellon Corp | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.08% | 0.34% | 0.79% | Q4 2017 | Q2 2023 | 23 |
DIMENSION CAPITAL MANAGEMENT LLC | 23 | 23 | 0.12% | 0.39% | 0.79% | Q1 2018 | Q3 2023 | 23 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 22 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 1.10% | 6.14% | Q4 2015 | Q1 2023 | 22 |
RiverFront Investment Group, LLC | 20 | 2 | 0.01% | 1.39% | 5.74% | Q4 2011 | Q1 2019 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.06% | 0.30% | 1.53% | Q4 2017 | Q3 2023 | 22 |
Regal Investment Advisors LLC | 22 | 22 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Cranbrook Wealth Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.00% | 0.06% | 0.28% | Q2 2014 | Q3 2019 | 22 |
DEUTSCHE BANK AG\ | 10 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 22 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
NewSquare Capital LLC | 14 | 2 | 0.00% | 0.17% | 0.34% | Q1 2015 | Q3 2023 | 22 |
Stonehearth Capital Management, LLC | 21 | 21 | 1.08% | 5.38% | 10.99% | Q1 2015 | Q1 2020 | 21 |
Sterling Investment Advisors, Ltd. | 21 | 21 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2022 | 21 |
Confluence Wealth Management LLC | 20 | 1 | 0.19% | 1.32% | 4.75% | Q1 2015 | Q3 2020 | 21 |
Evercore Wealth Management, LLC | 19 | 2 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 21 |
BESSEMER GROUP INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.17% | 0.45% | 0.79% | Q1 2017 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 17 | 4 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Burt Wealth Advisors | 21 | 21 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2020 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.06% | 0.17% | 0.48% | Q2 2017 | Q3 2022 | 20 |
Evanson Asset Management, LLC | 18 | 2 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.05% | 0.21% | 0.48% | Q4 2017 | Q4 2022 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.61% | 1.10% | 1.56% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 20 |
Keel Point, LLC | 20 | 20 | 0.05% | 0.11% | 0.40% | Q2 2015 | Q1 2020 | 20 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
MUFG Americas Holdings Corp | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 20 |
IHT Wealth Management, LLC | 17 | 3 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.12% | 0.62% | 1.31% | Q4 2018 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.13% | 0.21% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 1.40% | 2.26% | 3.46% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 18 | 2 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q2 2019 | 20 |
BROWN ADVISORY INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 20 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.18% | 1.42% | Q2 2018 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.01% | 1.45% | 3.98% | Q1 2014 | Q2 2019 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.03% | 0.58% | 1.80% | Q4 2017 | Q2 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Ruggie Capital Group | 15 | 4 | 0.20% | 1.94% | 8.54% | Q4 2014 | Q3 2019 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 7.03% | 8.57% | 9.27% | Q1 2019 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 15 | 4 | 0.03% | 1.33% | 2.88% | Q3 2015 | Q2 2023 | 19 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 18 | 18 | 5.41% | 11.02% | 13.89% | Q2 2019 | Q3 2023 | 18 |
Bray Capital Advisors | 18 | 18 | 0.44% | 0.87% | 1.88% | Q1 2015 | Q2 2019 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 17 | 1 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q4 2019 | 18 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q1 2023 | 18 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.14% | 0.38% | Q2 2013 | Q3 2017 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.06% | 0.72% | Q2 2015 | Q3 2019 | 18 |
LCNB CORP | 11 | 6 | 0.50% | 1.01% | 1.89% | Q4 2016 | Q1 2021 | 17 |
WealthTrust-Arizona, LLC | 17 | 17 | 0.08% | 2.59% | 9.48% | Q4 2014 | Q4 2018 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.31% | 0.57% | 1.50% | Q3 2019 | Q3 2023 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.05% | 0.10% | 0.24% | Q2 2015 | Q2 2019 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.05% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
ACCESS FINANCIAL SERVICES, INC. | 15 | 2 | 0.12% | 3.83% | 6.62% | Q4 2016 | Q1 2021 | 17 |
Acorn Wealth Advisors, LLC | 12 | 1 | 0.13% | 0.31% | 0.50% | Q4 2017 | Q3 2023 | 17 |
Hudock, Inc. | 10 | 7 | 0.00% | 0.06% | 0.65% | Q2 2014 | Q4 2019 | 17 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.06% | 0.20% | 0.61% | Q4 2019 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 1.29% | 2.24% | Q1 2015 | Q4 2021 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.23% | 0.42% | 0.64% | Q4 2019 | Q3 2023 | 16 |
FIRST NATIONAL TRUST CO | 15 | 1 | 0.03% | 0.13% | 0.27% | Q4 2015 | Q2 2020 | 16 |
CHEMUNG CANAL TRUST CO | 16 | 16 | 0.10% | 0.37% | 0.78% | Q3 2016 | Q2 2020 | 16 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.09% | 0.54% | Q2 2015 | Q4 2020 | 16 |
S.A. Mason LLC | 16 | 16 | 0.18% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Strategic Advisors LLC | 16 | 16 | 0.09% | 1.21% | 2.70% | Q4 2019 | Q3 2023 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 16 | 16 | 1.91% | 4.40% | 13.52% | Q1 2015 | Q4 2018 | 16 |
Hefren-Tillotson, Inc. | 16 | 16 | 0.02% | 0.22% | 0.91% | Q3 2014 | Q2 2018 | 16 |
Archer Investment Corp | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 9 | 3 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.41% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 16 |
Next Capital Management LLC | 12 | 4 | 0.10% | 0.14% | 0.17% | Q2 2019 | Q3 2023 | 16 |
Gilbert & Cook, Inc. | 16 | 16 | 0.09% | 0.40% | 0.69% | Q2 2018 | Q1 2022 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 1.33% | 2.20% | 3.24% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2022 | 16 |
Horizon Investments, LLC | 16 | 16 | 0.27% | 1.41% | 13.03% | Q1 2015 | Q4 2018 | 16 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2021 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 15 |
Equitable Holdings, Inc. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Atria Investments, Inc | 7 | 1 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 15 |
LINCOLN NATIONAL CORP | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 6 | 0.01% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
WEALTHSOURCE PARTNERS, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Live Your Vision, LLC | 15 | 15 | 0.12% | 0.29% | 0.54% | Q3 2015 | Q1 2019 | 15 |
CITY HOLDING CO | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q4 2018 | 15 |
BCS Wealth Management | 14 | 1 | 0.25% | 0.35% | 0.61% | Q4 2019 | Q3 2023 | 15 |
CEDAR CAPITAL, LLC | 15 | 15 | 0.17% | 0.77% | 2.06% | Q1 2018 | Q3 2021 | 15 |
Mariner, LLC | 8 | 1 | 0.00% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 6 | 0.02% | 0.17% | 0.70% | Q4 2016 | Q2 2021 | 15 |
Koshinski Asset Management, Inc. | 10 | 1 | 0.05% | 0.08% | 0.15% | Q1 2015 | Q1 2022 | 15 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.16% | Q2 2015 | Q1 2021 | 14 |
CLEAR INVESTMENT RESEARCH, LLC | 14 | 14 | 4.19% | 4.60% | 5.51% | Q1 2015 | Q2 2018 | 14 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.05% | 0.22% | Q3 2016 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 3 | 0.00% | 0.18% | 0.76% | Q3 2019 | Q2 2023 | 14 |
Chesapeake Wealth Management | 14 | 14 | 0.20% | 0.43% | 0.78% | Q2 2020 | Q3 2023 | 14 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 9 | 2 | 0.00% | 0.12% | 0.49% | Q4 2014 | Q1 2020 | 14 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.05% | 0.18% | Q3 2014 | Q2 2019 | 14 |
Klingman & Associates, LLC | 14 | 14 | 0.05% | 0.17% | 0.47% | Q4 2014 | Q1 2018 | 14 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2023 | 14 |
COOKSON PEIRCE & CO INC | 5 | 4 | 0.02% | 0.11% | 0.22% | Q1 2015 | Q3 2020 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 4 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.02% | 0.13% | 0.53% | Q1 2015 | Q3 2023 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 3 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2018 | 13 |
IFC Holdings Incorporated/FL | 7 | 6 | 0.02% | 0.06% | 0.11% | Q3 2014 | Q4 2017 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 8 | 5 | 0.05% | 0.18% | 0.31% | Q2 2013 | Q1 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q4 2019 | 13 |
Transamerica Financial Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q2 2018 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.09% | 0.15% | 0.18% | Q3 2020 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 13 |
TrueWealth Advisors, LLC | 12 | 12 | 2.77% | 3.43% | 3.95% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Regis Management CO LLC | 12 | 12 | 0.13% | 0.21% | 0.25% | Q4 2015 | Q3 2018 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.03% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.91% | 2.74% | 5.78% | Q4 2019 | Q3 2022 | 12 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 4.29% | 4.45% | 4.61% | Q4 2020 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.03% | 1.16% | 2.55% | Q2 2017 | Q1 2020 | 12 |
BBVA USA Bancshares, Inc. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2021 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 1 | 0.12% | 2.35% | 5.65% | Q4 2014 | Q3 2018 | 12 |
COMERICA SECURITIES INC | 8 | 2 | 0.50% | 2.22% | 6.01% | Q3 2015 | Q4 2018 | 12 |
Wealth Alliance Advisory Group, LLC | 12 | 12 | 1.09% | 2.08% | 2.60% | Q4 2017 | Q3 2020 | 12 |
Vestmark Advisory Solutions, Inc. | 10 | 2 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q2 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.18% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q1 2022 | 12 |
Certified Advisory Corp | 9 | 1 | 0.01% | 0.02% | 0.14% | Q2 2018 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.16% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.81% | 1.31% | 1.85% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
Financial Advisors Network, Inc. | 6 | 1 | 0.13% | 0.53% | 0.84% | Q4 2016 | Q1 2020 | 12 |
BANK OF HAWAII | 12 | 12 | 0.71% | 0.96% | 1.08% | Q1 2015 | Q4 2017 | 12 |
Sowell Financial Services LLC | 10 | 2 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q2 2023 | 12 |
Balentine LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2022 | 12 |
Homrich & Berg | 12 | 12 | 0.01% | 0.10% | 0.35% | Q4 2018 | Q3 2021 | 12 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.63% | 0.95% | 1.23% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 3 | 0.00% | 0.03% | 0.15% | Q3 2019 | Q3 2023 | 12 |
DAVIDSON & GARRARD INC | 12 | 12 | 0.05% | 0.58% | 0.91% | Q4 2013 | Q3 2016 | 12 |
Atlas Private Wealth Management, LLC | 11 | 11 | 1.51% | 1.81% | 2.17% | Q4 2019 | Q2 2022 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.03% | 0.95% | 2.11% | Q4 2017 | Q3 2020 | 11 |
BARCLAYS PLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.07% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 2 | 0.10% | 0.14% | 0.26% | Q3 2015 | Q3 2018 | 11 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 10 | 1 | 0.06% | 0.14% | 0.30% | Q4 2016 | Q4 2019 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.00% | 1.21% | 3.81% | Q1 2015 | Q3 2017 | 11 |
Almanack Investment Partners, LLC. | 4 | 3 | 0.04% | 0.61% | 2.14% | Q4 2016 | Q1 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.12% | 0.23% | 0.62% | Q4 2020 | Q2 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 11 |
Hochman Cole Investment Advisors, Inc. | 10 | 1 | 0.16% | 0.29% | 0.65% | Q4 2015 | Q3 2018 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.18% | 0.55% | 0.74% | Q4 2017 | Q2 2020 | 11 |
ALPS ADVISORS INC | 11 | 11 | 0.10% | 0.14% | 0.20% | Q2 2018 | Q4 2020 | 11 |
Jacobus Wealth Management, Inc. | 11 | 11 | 0.56% | 1.04% | 1.34% | Q1 2015 | Q3 2017 | 11 |
CAPE ANN SAVINGS BANK | 10 | 1 | 0.42% | 4.20% | 6.10% | Q1 2015 | Q4 2017 | 11 |
SII INVESTMENTS INC/WI | 11 | 11 | 0.03% | 0.04% | 0.08% | Q1 2015 | Q3 2017 | 11 |
Sterling Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Vigilare Wealth Management | 6 | 4 | 0.11% | 0.15% | 0.22% | Q1 2021 | Q4 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 10 |
Alpha Cubed Investments, LLC | 10 | 10 | 0.02% | 0.03% | 0.11% | Q4 2019 | Q1 2022 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2019 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 10 |
MGO ONE SEVEN LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Starfire Investment Advisers, Inc. | 10 | 10 | 0.20% | 0.23% | 0.25% | Q1 2018 | Q2 2020 | 10 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 10 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 4 | 3.67% | 6.80% | 12.69% | Q1 2015 | Q1 2018 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2018 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.07% | 5.63% | 11.66% | Q4 2014 | Q4 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 2.81% | 3.89% | 5.28% | Q3 2016 | Q4 2018 | 10 |
Westover Capital Advisors, LLC | 8 | 2 | 0.19% | 0.90% | 2.66% | Q3 2015 | Q2 2020 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2016 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Intellectus Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 9 |
Smart Portfolios, LLC | 7 | 2 | 1.55% | 6.23% | 7.81% | Q3 2015 | Q1 2018 | 9 |
FCG ADVISORS, LLC | 7 | 1 | 0.18% | 0.33% | 0.55% | Q3 2013 | Q3 2020 | 9 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.08% | 0.37% | Q3 2016 | Q3 2023 | 9 |
AJ WEALTH STRATEGIES, LLC | 5 | 2 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q2 2019 | 9 |
MainStreet Investment Advisors LLC | 9 | 9 | 0.06% | 1.85% | 3.54% | Q4 2017 | Q4 2019 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.04% | 0.07% | 0.14% | Q4 2015 | Q4 2017 | 9 |
Newport Wealth Strategies, Inc. | 8 | 1 | 0.29% | 1.69% | 4.16% | Q4 2017 | Q2 2020 | 9 |
OLD NATIONAL BANCORP /IN/ | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q1 2017 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Kelman-Lazarov, Inc. | 5 | 4 | 0.04% | 0.49% | 0.69% | Q1 2016 | Q2 2018 | 9 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 9 | 9 | 2.99% | 6.55% | 9.02% | Q1 2015 | Q1 2017 | 9 |
RPG Investment Advisory, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.02% | 0.10% | 0.24% | Q4 2014 | Q4 2016 | 9 |
Tillar-Wenstrup Advisors, LLC | 9 | 9 | 0.76% | 1.33% | 1.84% | Q4 2015 | Q4 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PFG Advisors | 9 | 9 | 0.05% | 0.16% | 0.31% | Q4 2017 | Q4 2019 | 9 |
BRANDYWINE TRUST CO | 8 | 8 | 0.42% | 0.48% | 0.54% | Q2 2020 | Q1 2022 | 8 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
MANAGED ACCOUNT SERVICES INC | 5 | 3 | 0.11% | 0.13% | 0.16% | Q1 2018 | Q1 2020 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.02% | 2.38% | 5.26% | Q2 2017 | Q4 2019 | 8 |
BRR OpCo, LLC | 3 | 1 | 0.07% | 0.10% | 0.24% | Q2 2015 | Q4 2019 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.34% | 0.84% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.43% | 1.15% | 2.03% | Q1 2017 | Q4 2018 | 8 |
Bartlett & Co. LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.10% | 2.76% | 4.83% | Q2 2014 | Q1 2016 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.29% | 0.34% | 0.42% | Q1 2020 | Q4 2021 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.32% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q4 2021 | 8 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.04% | 0.23% | 0.79% | Q1 2016 | Q3 2018 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WFG Advisors, LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.09% | 0.20% | 0.25% | Q1 2015 | Q4 2016 | 8 |
BSW Wealth Partners | 4 | 4 | 0.09% | 1.61% | 7.68% | Q3 2015 | Q4 2017 | 8 |
CHOREO, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 3 | 0.07% | 1.11% | 2.88% | Q4 2016 | Q1 2019 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.04% | 2.52% | 6.36% | Q1 2015 | Q4 2016 | 8 |
Vivaldi Capital Management LP | 8 | 8 | 0.00% | 0.41% | 1.93% | Q1 2017 | Q4 2018 | 8 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.01% | 0.25% | 0.60% | Q3 2014 | Q4 2016 | 8 |
EP Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2018 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HAYS ADVISORY LLC | 8 | 8 | 0.18% | 0.46% | 0.86% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Group | 4 | 4 | 0.06% | 0.12% | 0.32% | Q4 2017 | Q4 2019 | 8 |
WADDELL & ASSOCIATES, LLC | 8 | 8 | 0.07% | 4.89% | 9.54% | Q4 2018 | Q3 2020 | 8 |
Tactical Allocation Group LLC | 7 | 7 | 7.55% | 10.81% | 12.83% | Q4 2014 | Q2 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.09% | 0.19% | Q1 2015 | Q2 2021 | 7 |
HB Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q2 2018 | Q4 2019 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 1.64% | 3.79% | 5.21% | Q1 2015 | Q3 2016 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
CIBC BANK USA | 3 | 2 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2017 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.35% | 2.46% | 3.56% | Q4 2015 | Q2 2017 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.11% | 0.16% | 0.20% | Q1 2015 | Q3 2016 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.03% | 2.24% | 3.63% | Q1 2015 | Q3 2016 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.00% | 1.41% | 2.47% | Q4 2014 | Q2 2016 | 7 |
Merriman Wealth Management, LLC | 3 | 1 | 0.17% | 1.61% | 3.61% | Q4 2014 | Q1 2017 | 7 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q1 2019 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 2 | 0.02% | 0.06% | 0.25% | Q4 2019 | Q3 2022 | 7 |
iAB Financial Bank | 7 | 7 | 0.47% | 0.60% | 0.82% | Q1 2015 | Q3 2016 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.06% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Richard Bernstein Advisors LLC | 4 | 3 | 0.00% | 0.27% | 0.63% | Q1 2015 | Q1 2017 | 7 |
Cresset Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Peak Financial Management, Inc. | 5 | 1 | 0.09% | 5.07% | 8.59% | Q4 2015 | Q2 2017 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
PHH Investments, Ltd. | 6 | 6 | 3.73% | 5.46% | 9.24% | Q4 2016 | Q1 2018 | 6 |
Total Clarity Wealth Management, Inc. | 6 | 6 | 0.18% | 0.27% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Cooper Financial Group | 6 | 6 | 1.93% | 2.43% | 3.13% | Q2 2022 | Q3 2023 | 6 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.08% | 0.28% | Q2 2015 | Q2 2018 | 6 |
SWMG, LLC | 6 | 6 | 0.27% | 0.50% | 0.72% | Q4 2020 | Q1 2022 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
NOTTINGHAM ADVISORS, INC. | 6 | 6 | 0.58% | 0.61% | 0.65% | Q1 2015 | Q2 2016 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.08% | 0.12% | 0.24% | Q4 2018 | Q1 2020 | 6 |
Geller Advisors LLC | 4 | 2 | 0.80% | 6.34% | 9.98% | Q3 2014 | Q3 2023 | 6 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ACG Wealth | 5 | 1 | 0.08% | 0.12% | 0.14% | Q2 2013 | Q4 2015 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.10% | 0.26% | 0.37% | Q4 2018 | Q1 2020 | 6 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 6 |
Concord Wealth Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q4 2016 | 6 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 6 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.05% | 0.14% | Q3 2018 | Q2 2023 | 6 |
Coyle Financial Counsel LLC | 6 | 6 | 5.57% | 6.75% | 8.35% | Q3 2014 | Q4 2015 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Community Bank, N.A. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 6 | 0.12% | 0.72% | 1.48% | Q4 2014 | Q1 2016 | 6 |
O'Brien Wealth Partners LLC | 6 | 6 | 12.06% | 13.39% | 14.88% | Q2 2022 | Q3 2023 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Camarda Financial Advisors, LLC | 5 | 5 | 7.56% | 8.90% | 9.80% | Q1 2015 | Q1 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q3 2016 | 5 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q4 2016 | 5 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2018 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 5 |
WEBSTER BANK, N. A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Leisure Capital Management | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.19% | 0.19% | 0.20% | Q2 2021 | Q2 2022 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.00% | 0.31% | 0.50% | Q1 2016 | Q2 2017 | 5 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q4 2021 | 5 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 0.00% | 0.89% | 2.25% | Q1 2015 | Q3 2018 | 5 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 5 | 5 | 0.15% | 0.15% | 0.16% | Q2 2015 | Q2 2016 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 1.82% | 10.36% | 13.36% | Q4 2014 | Q4 2015 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.06% | 0.09% | Q4 2014 | Q4 2015 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 4.79% | 5.39% | 5.77% | Q3 2014 | Q3 2015 | 5 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 5 |
S.E.E.D. Planning Group LLC | 5 | 5 | 1.32% | 1.72% | 2.24% | Q4 2019 | Q4 2020 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 0.50% | 0.55% | 0.61% | Q4 2021 | Q4 2022 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.09% | 0.30% | Q3 2015 | Q4 2019 | 5 |
GIRARD SECURITIES, INC. | 5 | 5 | 0.26% | 0.29% | 0.32% | Q1 2016 | Q1 2017 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.04% | 0.24% | 0.52% | Q1 2019 | Q1 2020 | 5 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.18% | 1.14% | 1.90% | Q3 2014 | Q4 2017 | 5 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.23% | 0.59% | Q1 2016 | Q3 2023 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 2.35% | 3.18% | 3.63% | Q4 2014 | Q4 2015 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Taikang Asset Management (Hong Kong) Co Ltd | 5 | 5 | 0.80% | 1.62% | 2.32% | Q3 2019 | Q3 2020 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.01% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2014 | Q4 2015 | 5 |
Jolley Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2020 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q4 2015 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.24% | 0.25% | 0.26% | Q1 2014 | Q1 2015 | 5 |
Smith Anglin Financial, LLC | 3 | 2 | 0.21% | 1.81% | 4.14% | Q3 2021 | Q1 2023 | 5 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.03% | 1.08% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.14% | 2.14% | 3.13% | Q4 2018 | Q4 2021 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2016 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.06% | 0.13% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.11% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.69% | 0.72% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
RFG Advisory, LLC | 2 | 2 | 0.17% | 9.15% | 21.72% | Q1 2015 | Q3 2017 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 0.81% | 0.84% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.65% | 0.68% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
BEACON TRUST CO | 4 | 4 | 0.67% | 0.76% | 0.83% | Q2 2015 | Q1 2016 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 1.78% | 2.08% | 2.32% | Q4 2022 | Q3 2023 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.04% | 0.14% | 0.29% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
State of New Jersey Common Pension Fund D | 4 | 4 | 0.18% | 0.32% | 0.43% | Q2 2015 | Q1 2016 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 4.73% | 6.53% | 7.64% | Q4 2022 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q3 2023 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q2 2016 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 4 |
One Capital Management, LLC | 4 | 4 | 0.46% | 0.65% | 0.89% | Q3 2022 | Q2 2023 | 4 |
ROWLANDMILLER & PARTNERS.ADV | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 9.50% | 10.23% | 11.79% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.66% | 0.69% | 0.75% | Q1 2015 | Q4 2015 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.06% | 0.11% | 0.17% | Q1 2014 | Q4 2014 | 4 |
Arlington Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
55I, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q4 2018 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Harbour Capital Advisors, LLC | 4 | 4 | 0.10% | 0.14% | 0.17% | Q1 2023 | Q4 2023 | 4 |
ASPIRIANT HOLDINGS S3, LLC | 4 | 4 | 0.40% | 0.80% | 1.02% | Q1 2015 | Q4 2015 | 4 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2016 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 1.52% | 1.76% | 2.35% | Q1 2015 | Q4 2015 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.24% | 0.52% | 0.86% | Q4 2015 | Q2 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.47% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Advisory Resource Group | 3 | 3 | 0.69% | 0.84% | 1.14% | Q1 2019 | Q3 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Friedenthal Financial | 2 | 1 | 3.34% | 4.19% | 5.40% | Q2 2015 | Q3 2017 | 3 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 3.07% | 3.47% | 3.72% | Q1 2023 | Q3 2023 | 3 |
MADISON INVESTMENT HOLDINGS INC | 3 | 3 | 0.12% | 0.36% | 0.65% | Q2 2018 | Q4 2018 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.10% | 0.15% | 0.23% | Q3 2015 | Q4 2019 | 3 |
FundX Investment Group, LLC | 2 | 1 | 3.96% | 5.12% | 6.40% | Q2 2015 | Q2 2017 | 3 |
Flaharty Asset Management, LLC | 3 | 3 | 0.05% | 0.13% | 0.21% | Q4 2020 | Q2 2021 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2015 | Q3 2015 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.43% | 0.53% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 3 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2018 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.58% | 0.76% | 0.93% | Q3 2014 | Q1 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.45% | 1.68% | 2.68% | Q2 2015 | Q4 2015 | 3 |
TNF LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Charles Schwab Trust Co | 3 | 3 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Safeguard Investment Advisory Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.34% | 1.77% | 2.64% | Q4 2016 | Q2 2017 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.22% | 0.25% | 0.30% | Q4 2019 | Q2 2020 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.68% | 0.71% | 0.74% | Q4 2020 | Q2 2021 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Stadion Money Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2014 | Q1 2015 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.34% | 0.41% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Perella Weinberg Partners Capital Management LP | 2 | 1 | 0.16% | 0.58% | 0.87% | Q3 2016 | Q1 2018 | 3 |
BOKF, NA | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2021 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2015 | 3 |
Reliant Wealth Planning | 3 | 3 | 3.84% | 4.38% | 5.41% | Q2 2022 | Q4 2022 | 3 |
LVZ, Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q3 2016 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
CPWM, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.22% | 0.29% | 0.35% | Q3 2016 | Q4 2016 | 2 |
Diversified Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 5.93% | 10.92% | 15.92% | Q3 2015 | Q1 2016 | 2 |
White Knight Strategic Wealth Advisors, LLC | 2 | 2 | 1.11% | 1.12% | 1.13% | Q4 2021 | Q1 2022 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 1.71% | 1.83% | 1.96% | Q3 2017 | Q4 2017 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2015 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
KANALY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 2.51% | 2.54% | 2.57% | Q2 2017 | Q3 2017 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2018 | Q2 2018 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q3 2015 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Select Asset Management & Trust | 2 | 2 | 0.72% | 1.37% | 2.03% | Q1 2015 | Q2 2015 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.50% | 0.50% | 0.51% | Q4 2018 | Q1 2019 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2018 | Q2 2020 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.54% | 0.99% | Q4 2016 | Q4 2020 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 14.81% | 15.34% | 15.87% | Q4 2016 | Q1 2017 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.36% | 0.39% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 2 |
ENZI WEALTH | 2 | 2 | 1.32% | 2.19% | 3.06% | Q2 2023 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q1 2016 | Q2 2016 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2017 | Q4 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 2.53% | 2.53% | 2.53% | Q3 2023 | Q3 2023 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2020 | Q2 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 6.41% | 6.41% | 6.41% | Q3 2015 | Q3 2015 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hilltop Partners LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2019 | Q4 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clarius Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2015 | Q1 2015 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cypress Capital, LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2018 | Q4 2018 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
Cypress Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Carter Financial Group, INC. | 1 | 1 | 11.56% | 11.56% | 11.56% | Q1 2022 | Q1 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Dakota Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2015 | Q4 2015 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Whitnell & Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 7.42% | 7.42% | 7.42% | Q4 2015 | Q4 2015 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 4.47% | 4.47% | 4.47% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Mraz, Amerine & Associates, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own DBX ETF TR or have owned DBX ETF TR in the past.