Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
New England Private Wealth Advisors LLC | 44 | 44 | 1.96% | 9.68% | 17.54% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.29% | 0.66% | Q1 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.51% | 0.88% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.08% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.06% | 0.36% | 0.92% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.10% | 0.39% | 0.77% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.01% | 0.38% | 0.99% | Q2 2013 | Q3 2023 | 41 |
Rehmann Capital Advisory Group | 26 | 15 | 1.13% | 2.52% | 4.64% | Q2 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 31 | 10 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.05% | 0.15% | 0.33% | Q3 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 35 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.05% | 0.29% | 0.69% | Q4 2013 | Q3 2023 | 40 |
Kovack Advisors, Inc. | 40 | 40 | 0.33% | 1.18% | 5.82% | Q4 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
PARK NATIONAL CORP /OH/ | 39 | 39 | 0.01% | 0.45% | 0.89% | Q2 2014 | Q4 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 24 | 2 | 0.02% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 39 |
Creative Planning | 33 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
First Heartland Consultants, Inc. | 19 | 19 | 0.12% | 0.95% | 4.78% | Q2 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 37 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 38 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 37 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.04% | 0.42% | 1.09% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.46% | 0.85% | Q4 2014 | Q3 2023 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.02% | 0.87% | 3.70% | Q4 2014 | Q3 2023 | 36 |
Concorde Asset Management, LLC | 36 | 36 | 0.15% | 1.08% | 5.48% | Q4 2014 | Q3 2023 | 36 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.11% | 0.21% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.15% | 0.28% | Q2 2015 | Q3 2023 | 34 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.14% | 0.30% | 0.61% | Q4 2014 | Q3 2023 | 34 |
Freedom Investment Management, Inc. | 33 | 33 | 0.00% | 0.04% | 0.13% | Q3 2015 | Q3 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.16% | 1.00% | 2.29% | Q4 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.08% | 0.27% | Q3 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.11% | 0.32% | 1.16% | Q4 2015 | Q3 2023 | 31 |
Formidable Asset Management, LLC | 31 | 31 | 0.06% | 0.48% | 4.18% | Q3 2013 | Q1 2021 | 31 |
Baystate Wealth Management LLC | 31 | 31 | 0.04% | 0.20% | 0.34% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.19% | 0.37% | 0.85% | Q1 2016 | Q3 2023 | 31 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.06% | 0.29% | 0.90% | Q2 2016 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.02% | 0.11% | 0.38% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 30 | 30 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 16 | 14 | 0.00% | 0.18% | 0.40% | Q2 2014 | Q4 2021 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 2 | 0.00% | 0.69% | 1.40% | Q1 2015 | Q3 2023 | 30 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.04% | 0.37% | 0.61% | Q2 2016 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.35% | 1.02% | Q2 2013 | Q3 2020 | 30 |
Advisory Services Network, LLC | 27 | 2 | 0.02% | 0.20% | 0.41% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q4 2020 | 29 |
LifePlan Financial Group, Inc | 29 | 29 | 0.46% | 1.24% | 1.80% | Q3 2013 | Q3 2020 | 29 |
LINCOLN NATIONAL CORP | 29 | 29 | 0.01% | 0.20% | 0.59% | Q3 2016 | Q3 2023 | 29 |
NewSquare Capital LLC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2023 | 29 |
WINTRUST INVESTMENTS LLC | 18 | 11 | 0.10% | 0.76% | 1.28% | Q2 2016 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 28 | 28 | 0.03% | 0.18% | 0.92% | Q1 2016 | Q4 2022 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.16% | 0.84% | 1.92% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.27% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Snowden Capital Advisors LLC | 20 | 8 | 0.04% | 0.34% | 0.68% | Q3 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.13% | 0.45% | 3.14% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.21% | 0.80% | 1.43% | Q3 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.14% | 0.32% | 0.54% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 27 |
NWAM LLC | 27 | 27 | 0.04% | 0.20% | 0.28% | Q1 2017 | Q3 2023 | 27 |
Moors & Cabot, Inc. | 27 | 27 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q4 2019 | 27 |
STEPHENS INC /AR/ | 27 | 27 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 18 | 1 | 0.04% | 1.31% | 2.09% | Q1 2015 | Q3 2023 | 27 |
WHITTIER TRUST CO | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.08% | 0.25% | Q4 2016 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.07% | 0.26% | Q2 2013 | Q3 2019 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.05% | 0.21% | 0.47% | Q1 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.02% | 0.65% | 1.13% | Q2 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.23% | 0.96% | 4.37% | Q4 2016 | Q1 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.05% | 0.14% | 0.59% | Q2 2017 | Q3 2023 | 26 |
FOUNDERS FINANCIAL SECURITIES LLC | 15 | 11 | 0.08% | 0.95% | 2.10% | Q1 2017 | Q3 2023 | 26 |
WealthPLAN Partners, LLC | 14 | 1 | 0.00% | 0.14% | 0.46% | Q1 2015 | Q4 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
TRUST CO OF VERMONT | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.12% | 0.27% | Q1 2015 | Q1 2021 | 25 |
Capital Analysts, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 25 |
Baker Avenue Asset Management, LP | 21 | 4 | 0.00% | 0.13% | 0.56% | Q1 2016 | Q3 2023 | 25 |
First Command Bank | 25 | 25 | 0.01% | 1.49% | 5.51% | Q2 2017 | Q2 2023 | 25 |
BlackRock Inc. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.05% | 0.24% | 0.53% | Q3 2017 | Q3 2023 | 25 |
First Command Financial Services, Inc. | 25 | 25 | 0.01% | 1.42% | 5.51% | Q2 2017 | Q2 2023 | 25 |
Beaton Management Co. Inc. | 14 | 11 | 0.18% | 0.20% | 0.22% | Q2 2017 | Q3 2023 | 25 |
RFG Advisory, LLC | 24 | 24 | 0.03% | 0.14% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.50% | 1.09% | 1.72% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q1 2019 | 24 |
Simplicity Solutions, LLC | 16 | 1 | 0.03% | 0.20% | 0.90% | Q4 2014 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 23 | 1 | 0.01% | 0.15% | 0.52% | Q4 2016 | Q3 2023 | 24 |
FDx Advisors, Inc. | 11 | 4 | 0.02% | 0.30% | 1.12% | Q3 2016 | Q2 2023 | 24 |
Santori & Peters, Inc. | 24 | 24 | 0.46% | 0.78% | 1.50% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.39% | 0.41% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.55% | 1.07% | 2.21% | Q4 2017 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.30% | 0.98% | 1.89% | Q4 2017 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.49% | 1.54% | 4.35% | Q4 2015 | Q4 2021 | 24 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.06% | 1.10% | Q1 2015 | Q3 2023 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 0.17% | 0.37% | 0.72% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.22% | 0.40% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.08% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Clarus Wealth Advisors | 23 | 23 | 0.11% | 0.40% | 0.65% | Q4 2017 | Q2 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.03% | 0.37% | 1.80% | Q4 2017 | Q2 2023 | 23 |
SeaCrest Wealth Management, LLC | 17 | 6 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Citizens Business Bank | 22 | 1 | 0.04% | 0.37% | 0.54% | Q4 2012 | Q3 2018 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 3 | 0.20% | 0.77% | 1.39% | Q2 2016 | Q3 2022 | 23 |
Signature Wealth Management Group | 23 | 23 | 0.12% | 0.18% | 0.22% | Q4 2017 | Q2 2023 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q4 2021 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.12% | 0.43% | 0.93% | Q2 2013 | Q4 2018 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 8 | 0.02% | 0.26% | 1.12% | Q1 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 20 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.83% | 1.46% | 2.17% | Q1 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.14% | 0.50% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 22 |
Integrated Wealth Concepts LLC | 20 | 1 | 0.06% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.04% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.19% | 0.38% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 19 | 2 | 0.01% | 0.14% | 0.23% | Q1 2016 | Q2 2022 | 21 |
SignalPoint Asset Management, LLC | 16 | 5 | 0.13% | 0.75% | 1.46% | Q2 2016 | Q3 2023 | 21 |
M&T BANK CORP | 18 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 21 | 21 | 0.00% | 0.29% | 0.80% | Q3 2018 | Q3 2023 | 21 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.17% | 0.40% | Q2 2017 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 21 |
Towerpoint Wealth, LLC | 21 | 21 | 0.24% | 1.91% | 3.05% | Q3 2018 | Q3 2023 | 21 |
Capital Asset Advisory Services LLC | 20 | 20 | 0.04% | 1.56% | 4.76% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.63% | 1.11% | 1.59% | Q4 2018 | Q3 2023 | 20 |
AllSquare Wealth Management LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.04% | 0.16% | 0.36% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.77% | 1.95% | 3.14% | Q1 2019 | Q4 2023 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.16% | 0.68% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 1.49% | 2.62% | 5.56% | Q4 2018 | Q3 2023 | 20 |
Endurance Wealth Management, Inc. | 20 | 20 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 20 |
Veritable, L.P. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
LexAurum Advisors, LLC | 14 | 6 | 0.10% | 0.79% | 1.86% | Q3 2018 | Q3 2023 | 20 |
Allworth Financial LP | 19 | 1 | 0.00% | 0.04% | 0.22% | Q1 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 1.02% | 1.20% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.17% | 0.30% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.74% | 1.86% | 3.11% | Q4 2018 | Q3 2023 | 20 |
Certified Advisory Corp | 11 | 9 | 0.21% | 0.47% | 1.37% | Q4 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.20% | 0.29% | 0.43% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.02% | 0.10% | 0.21% | Q3 2017 | Q2 2022 | 20 |
Avestar Capital, LLC | 20 | 20 | 0.66% | 2.86% | 5.09% | Q4 2017 | Q3 2022 | 20 |
Ausdal Financial Partners, Inc. | 15 | 5 | 0.16% | 0.67% | 1.11% | Q2 2017 | Q3 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.18% | 0.39% | 1.00% | Q3 2018 | Q3 2023 | 20 |
M Holdings Securities, Inc. | 19 | 1 | 0.08% | 0.43% | 1.26% | Q4 2016 | Q1 2022 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.04% | 0.55% | 0.82% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.11% | 0.77% | 2.45% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.23% | 0.69% | 1.83% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 16 | 1 | 0.03% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 17 | 2 | 0.01% | 0.11% | 0.49% | Q4 2018 | Q3 2023 | 19 |
Ballew Advisors, Inc | 16 | 3 | 0.06% | 1.89% | 3.12% | Q1 2018 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 6.98% | 14.02% | 18.24% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 8 | 4 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 19 | 0.12% | 0.30% | 0.50% | Q1 2013 | Q3 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Ameritas Investment Partners, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Van Hulzen Asset Management, LLC | 11 | 3 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q2 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.13% | 0.16% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.12% | 0.49% | 0.80% | Q4 2018 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2020 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Holistic Financial Partners | 17 | 2 | 0.07% | 1.04% | 5.48% | Q4 2017 | Q3 2023 | 19 |
Atria Investments, Inc | 18 | 18 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.29% | 0.48% | 0.69% | Q2 2013 | Q3 2017 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.14% | 0.27% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2017 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.01% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 18 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 4 | 0.03% | 0.32% | 0.61% | Q3 2016 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 18 |
SMITH, MOORE & CO. | 18 | 18 | 0.06% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Brookstone Capital Management | 18 | 18 | 0.05% | 0.36% | 0.80% | Q4 2015 | Q1 2020 | 18 |
Parallel Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.14% | 0.26% | 0.70% | Q2 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.08% | 0.35% | 1.14% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.25% | 0.62% | 1.35% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 17 | 17 | 0.05% | 0.22% | 0.47% | Q4 2013 | Q4 2017 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.04% | 0.49% | 2.08% | Q3 2019 | Q3 2023 | 17 |
PRW Wealth Management LLC | 10 | 7 | 0.16% | 2.04% | 7.21% | Q4 2018 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Perigon Wealth Management, LLC | 16 | 1 | 0.03% | 0.10% | 0.28% | Q3 2011 | Q3 2022 | 17 |
1ST SOURCE BANK | 17 | 17 | 0.02% | 0.52% | 0.67% | Q3 2019 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 1 | 0.00% | 0.71% | 2.65% | Q3 2018 | Q4 2022 | 17 |
Prism Advisors, Inc. | 17 | 17 | 0.09% | 5.92% | 8.12% | Q3 2019 | Q3 2023 | 17 |
Chicago Partners Investment Group LLC | 17 | 17 | 0.07% | 0.23% | 0.30% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 0.44% | 1.98% | 4.69% | Q2 2019 | Q3 2023 | 17 |
Apexium Financial, LP | 16 | 1 | 1.20% | 4.30% | 20.32% | Q4 2018 | Q3 2023 | 17 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.04% | 0.31% | 0.66% | Q1 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 17 | 17 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q2 2023 | 17 |
BOKF, NA | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 17 |
Keystone Financial Group | 15 | 2 | 0.07% | 0.32% | 0.63% | Q2 2019 | Q3 2023 | 17 |
Jaffetilchin Investment Partners, LLC | 16 | 1 | 0.04% | 0.89% | 3.64% | Q2 2016 | Q4 2022 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.49% | 1.07% | 3.63% | Q3 2019 | Q3 2023 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 1.93% | 2.54% | 3.38% | Q3 2019 | Q3 2023 | 17 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.73% | 1.01% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 1.66% | 3.00% | 3.94% | Q4 2017 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 14 | 2 | 0.07% | 0.88% | 1.67% | Q4 2017 | Q4 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.16% | 2.46% | 10.06% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.15% | 0.29% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 3.07% | 6.38% | 13.43% | Q4 2019 | Q3 2023 | 16 |
StoneX Group Inc. | 11 | 2 | 0.18% | 1.02% | 1.71% | Q1 2018 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.63% | 2.66% | 3.83% | Q4 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Moloney Securities Asset Management, LLC | 16 | 16 | 0.11% | 0.20% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.18% | 0.33% | 0.82% | Q4 2019 | Q3 2023 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.01% | 0.11% | 0.29% | Q3 2017 | Q2 2021 | 16 |
V Wealth Advisors LLC | 7 | 4 | 0.09% | 0.92% | 4.97% | Q4 2016 | Q4 2021 | 16 |
FIRST MIDWEST BANK TRUST DIVISION | 16 | 16 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q2 2021 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 2.99% | 4.43% | 6.32% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.06% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 2.10% | 2.55% | 3.15% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.07% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.58% | 0.67% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.24% | 0.50% | 1.06% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.14% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 13 | 3 | 0.03% | 0.13% | 0.36% | Q3 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.00% | 0.37% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.48% | 0.61% | 0.88% | Q4 2017 | Q3 2021 | 16 |
Ford Financial Group, LLC | 16 | 16 | 0.17% | 0.37% | 0.51% | Q1 2019 | Q4 2022 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.26% | 0.59% | 0.92% | Q4 2014 | Q3 2018 | 16 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.21% | 1.48% | 1.91% | Q1 2018 | Q2 2023 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 15 |
Petix & Botte Co | 12 | 3 | 3.62% | 5.43% | 7.14% | Q4 2019 | Q3 2023 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.04% | 0.07% | 0.08% | Q3 2014 | Q1 2018 | 15 |
B. Riley Wealth Management, Inc. | 14 | 1 | 0.01% | 0.45% | 1.06% | Q1 2015 | Q2 2022 | 15 |
Curtis Advisory Group, LLC | 15 | 15 | 0.14% | 0.76% | 1.93% | Q4 2019 | Q2 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.77% | 4.02% | Q4 2014 | Q3 2019 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.05% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.12% | 0.20% | 0.47% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.29% | 0.48% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.78% | 1.86% | 2.81% | Q1 2020 | Q3 2023 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2019 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 15 |
MBE Wealth Management, LLC | 15 | 15 | 0.18% | 2.75% | 8.69% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.42% | 0.93% | 1.55% | Q4 2019 | Q2 2023 | 15 |
tru Independence LLC | 12 | 3 | 0.01% | 1.28% | 2.12% | Q4 2019 | Q3 2023 | 15 |
Caprock Group, LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.08% | 0.28% | 0.43% | Q4 2017 | Q4 2022 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.38% | 0.56% | 0.98% | Q4 2019 | Q3 2023 | 15 |
Capital Square, LLC | 15 | 15 | 0.43% | 0.51% | 0.64% | Q4 2019 | Q2 2023 | 15 |
Trilogy Capital Inc. | 15 | 15 | 0.10% | 2.44% | 3.81% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Realta Investment Advisors | 12 | 3 | 0.00% | 0.16% | 0.24% | Q2 2019 | Q3 2023 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.13% | 0.65% | 1.00% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.25% | 0.34% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.27% | 0.35% | 0.55% | Q2 2016 | Q4 2019 | 15 |
Bernardo Wealth Planning LLC | 15 | 15 | 0.24% | 1.40% | 5.80% | Q1 2020 | Q3 2023 | 15 |
ERn Financial, LLC | 14 | 14 | 0.47% | 0.74% | 1.16% | Q2 2020 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.13% | 0.30% | 0.50% | Q1 2020 | Q2 2023 | 14 |
Aspire Private Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Old Port Advisors | 13 | 1 | 0.14% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Horizon Investments, LLC | 11 | 3 | 0.04% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.10% | 2.08% | 5.21% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PSI Advisors, LLC | 9 | 5 | 0.06% | 1.48% | 2.93% | Q4 2019 | Q3 2023 | 14 |
Concentrum Wealth Management | 8 | 6 | 0.12% | 1.07% | 2.98% | Q4 2018 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.02% | 0.16% | 0.67% | Q2 2013 | Q4 2016 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.44% | 0.57% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.02% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 14 | 14 | 0.20% | 0.72% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2019 | 14 |
ASSETMARK, INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 14 |
HBK Sorce Advisory LLC | 9 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Vigilant Capital Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2023 | 13 |
Peterson Wealth Advisors, LLC | 11 | 2 | 0.09% | 0.20% | 0.77% | Q4 2017 | Q3 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Strategic Blueprint, LLC | 12 | 1 | 0.01% | 0.32% | 0.48% | Q3 2019 | Q3 2023 | 13 |
NORTHWEST WEALTH MANAGEMENT, LLC | 13 | 13 | 0.34% | 1.30% | 2.07% | Q4 2016 | Q4 2019 | 13 |
Advisor OS, LLC | 13 | 13 | 0.62% | 2.49% | 4.10% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.09% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.20% | 0.42% | 0.89% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.60% | 1.07% | 1.82% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.43% | 0.52% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Covington Capital Management | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 13 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.17% | 0.22% | 0.35% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.81% | 3.31% | 4.38% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2022 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.16% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 12 | 12 | 0.10% | 0.34% | 0.61% | Q3 2020 | Q2 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.05% | 0.23% | Q4 2019 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 3.99% | 4.90% | 6.40% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 1.98% | 2.68% | 3.67% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.24% | 0.37% | 0.49% | Q4 2018 | Q3 2021 | 12 |
Golden State Wealth Management, LLC | 7 | 5 | 1.36% | 3.76% | 10.53% | Q1 2019 | Q1 2022 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.09% | 0.48% | 2.06% | Q4 2017 | Q3 2020 | 12 |
ACT Advisors, LLC. | 12 | 12 | 0.15% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Legacy Capital Wealth Partners, LLC | 12 | 12 | 2.23% | 6.61% | 10.21% | Q4 2020 | Q3 2023 | 12 |
Eukles Asset Management | 7 | 5 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 12 |
AlphaStar Capital Management, LLC | 12 | 12 | 0.16% | 0.35% | 0.51% | Q1 2020 | Q4 2022 | 12 |
BKS ADVISORS, LLC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q1 2016 | Q4 2018 | 12 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.29% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 10 | 1 | 0.01% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.99% | 11.75% | 17.58% | Q4 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 12 | 12 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.83% | 1.21% | 1.83% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.14% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 5.36% | 9.24% | 13.93% | Q3 2020 | Q2 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.16% | 0.24% | 0.40% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 2.82% | 3.24% | 3.54% | Q4 2020 | Q3 2023 | 12 |
Eldridge Investment Advisors, Inc. | 12 | 12 | 0.10% | 1.33% | 3.25% | Q3 2019 | Q2 2022 | 12 |
Blackhawk Capital Partners LLC. | 12 | 12 | 0.90% | 1.47% | 2.34% | Q1 2020 | Q4 2022 | 12 |
Fountainhead AM, LLC | 12 | 12 | 5.81% | 8.51% | 10.82% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.28% | 0.62% | 1.03% | Q4 2018 | Q3 2021 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.93% | 3.21% | 4.66% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.11% | 0.16% | 0.34% | Q2 2020 | Q1 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.15% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.46% | 1.13% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.37% | 0.63% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.07% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.29% | 0.32% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 3.06% | 3.57% | 4.01% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.42% | 0.50% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Maltin Wealth Management, Inc. | 11 | 11 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
D.B. Root & Company, LLC | 11 | 11 | 0.58% | 0.68% | 0.85% | Q1 2018 | Q3 2020 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.00% | 3.80% | 7.71% | Q1 2021 | Q3 2023 | 11 |
Americana Partners, LLC | 11 | 11 | 0.42% | 0.74% | 1.41% | Q4 2020 | Q2 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Private Vista, LLC | 5 | 1 | 0.14% | 0.19% | 0.32% | Q3 2016 | Q2 2020 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ACG Wealth | 8 | 1 | 0.02% | 0.16% | 0.56% | Q4 2017 | Q3 2022 | 11 |
Timber Hill LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2018 | 11 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 2.72% | 3.46% | 4.17% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 1.10% | 1.96% | 2.64% | Q1 2021 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 6 | 4 | 2.12% | 2.46% | 3.14% | Q4 2020 | Q2 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.28% | 1.01% | 1.43% | Q2 2021 | Q3 2023 | 10 |
CAHILL FINANCIAL ADVISORS INC | 10 | 10 | 0.10% | 0.23% | 0.40% | Q4 2017 | Q1 2020 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.06% | 0.30% | Q3 2015 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Milestone Advisory Partners | 10 | 10 | 3.37% | 4.95% | 6.57% | Q4 2017 | Q1 2020 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.01% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Advisory Alpha, LLC | 9 | 1 | 0.00% | 0.33% | 1.32% | Q3 2020 | Q3 2023 | 10 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.08% | 0.16% | Q3 2014 | Q3 2023 | 10 |
Barber Financial Group, Inc. | 9 | 1 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q4 2020 | 10 |
JONES FINANCIAL COMPANIES LLLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.01% | 0.07% | 0.19% | Q1 2018 | Q2 2023 | 10 |
Ledyard National Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 1.33% | 6.80% | 9.89% | Q2 2021 | Q3 2023 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.04% | 2.16% | 2.70% | Q2 2021 | Q3 2023 | 10 |
MCF Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Cypress Capital Group | 10 | 10 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Affiance Financial, LLC | 10 | 10 | 0.36% | 0.66% | 1.22% | Q4 2014 | Q1 2017 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Parkside Financial Bank & Trust | 8 | 2 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2020 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Grant/GrossMendelsohn, LLC | 10 | 10 | 0.27% | 4.23% | 6.84% | Q2 2021 | Q3 2023 | 10 |
COMMERCE BANK | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Icon Wealth Partners, LLC | 7 | 3 | 0.03% | 0.32% | 0.56% | Q4 2020 | Q3 2023 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.03% | 0.50% | 1.22% | Q3 2015 | Q4 2017 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 9 | 9 | 0.15% | 0.20% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 1.14% | 1.32% | 1.64% | Q4 2021 | Q4 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.10% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 9 |
TIAA, FSB | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 9 |
Asset Dedication, LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 9 |
Insight Wealth Strategies, LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q3 2021 | 9 |
Concert Wealth Management Inc. | 5 | 4 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q1 2017 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.69% | 3.08% | 4.53% | Q4 2020 | Q4 2022 | 9 |
Virtue Capital Management, LLC | 9 | 9 | 0.09% | 0.29% | 0.34% | Q3 2021 | Q3 2023 | 9 |
MEANS INVESTMENT CO., INC. | 6 | 1 | 0.04% | 4.65% | 7.18% | Q4 2018 | Q3 2023 | 9 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.03% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Alliance Wealth Advisors, LLC | 9 | 9 | 0.63% | 0.78% | 1.24% | Q4 2020 | Q4 2022 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.00% | 0.49% | 1.40% | Q4 2019 | Q2 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.14% | 0.20% | 0.35% | Q4 2019 | Q4 2021 | 9 |
TRUE Private Wealth Advisors | 9 | 9 | 0.00% | 0.37% | 0.72% | Q4 2018 | Q4 2020 | 9 |
Advisory Resource Group | 9 | 9 | 4.66% | 6.19% | 9.16% | Q4 2018 | Q4 2020 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.77% | 2.27% | 3.14% | Q3 2021 | Q3 2023 | 9 |
Weitzel Financial Services, Inc. | 8 | 1 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 9 |
Purus Wealth Management, LLC | 9 | 9 | 0.14% | 0.46% | 0.61% | Q3 2021 | Q3 2023 | 9 |
Transamerica Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.00% | 0.27% | 0.57% | Q4 2017 | Q1 2020 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 3.82% | 4.39% | 4.72% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.34% | 0.40% | 0.45% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
IEQ CAPITAL, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 6.50% | 8.16% | 9.29% | Q4 2021 | Q3 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 1.05% | 1.27% | 1.61% | Q4 2020 | Q3 2022 | 8 |
GDS Wealth Management | 8 | 8 | 2.71% | 3.72% | 4.59% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.01% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 3.29% | 5.92% | 10.36% | Q4 2019 | Q3 2021 | 8 |
Princeton Global Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 4.62% | 5.35% | 5.90% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.78% | 1.57% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
UNIONVIEW, LLC | 8 | 8 | 8.49% | 12.06% | 13.38% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 1.30% | 5.36% | 14.16% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
TrueWealth Advisors, LLC | 8 | 8 | 0.16% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.17% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Aspen Investment Management Inc | 8 | 8 | 0.40% | 0.99% | 1.51% | Q2 2013 | Q1 2015 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR WEALTH PARTNERS LLC | 8 | 8 | 0.20% | 0.47% | 0.68% | Q3 2018 | Q2 2020 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.73% | 0.99% | 1.25% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.79% | 1.44% | 1.84% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 4.98% | 5.96% | 7.41% | Q4 2021 | Q3 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.52% | 0.80% | 1.27% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 3.72% | 4.14% | 4.40% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.44% | 0.58% | 1.00% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 5.66% | 7.67% | 10.22% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.16% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.13% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.27% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Camelot Portfolios, LLC | 8 | 8 | 0.19% | 0.44% | 0.80% | Q4 2020 | Q3 2022 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.00% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 2.69% | 4.03% | 5.26% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.26% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.05% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.15% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Continuum Advisory, LLC | 8 | 8 | 0.16% | 0.39% | 0.64% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.17% | 2.02% | 3.98% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Operose Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.18% | Q4 2021 | Q3 2023 | 8 |
BREITER CAPITAL MANAGEMENT INC | 8 | 8 | 1.33% | 2.07% | 2.64% | Q2 2019 | Q1 2021 | 8 |
Investors Financial Group, LLC | 7 | 1 | 0.14% | 0.30% | 0.57% | Q4 2019 | Q4 2021 | 8 |
Lee Financial Co | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.26% | 0.77% | 1.34% | Q4 2018 | Q3 2020 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.91% | 1.57% | 2.20% | Q1 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.02% | 0.08% | 0.19% | Q4 2020 | Q1 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
WCG Wealth Advisors LLC | 6 | 6 | 0.03% | 0.29% | 0.46% | Q2 2022 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.37% | 0.88% | Q3 2017 | Q1 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 4.92% | 5.36% | 6.13% | Q1 2022 | Q3 2023 | 7 |
Aureus Asset Management, LLC | 5 | 2 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q1 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.16% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Peak Financial Management, Inc. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q2 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.41% | 0.55% | 0.63% | Q1 2022 | Q3 2023 | 7 |
FMA ADVISORY INC | 7 | 7 | 0.21% | 0.27% | 0.31% | Q3 2019 | Q1 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.26% | 0.32% | 0.39% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 5 | 1 | 0.01% | 0.18% | 0.64% | Q4 2020 | Q1 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.34% | 0.44% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 7 |
Advance Capital Management, Inc. | 7 | 7 | 4.26% | 18.06% | 26.96% | Q1 2022 | Q3 2023 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2018 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 1.25% | 1.96% | 2.52% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Kessler Investment Group, LLC | 3 | 1 | 0.01% | 0.58% | 3.90% | Q3 2013 | Q3 2018 | 7 |
Merit Financial Group, LLC | 6 | 1 | 0.01% | 0.10% | 0.32% | Q3 2019 | Q3 2023 | 7 |
COLUMBIA ADVISORY PARTNERS LLC | 7 | 7 | 0.40% | 0.57% | 0.91% | Q1 2022 | Q3 2023 | 7 |
Next Level Private LLC | 5 | 2 | 10.51% | 11.16% | 12.45% | Q4 2021 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.52% | 0.70% | 0.81% | Q4 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.16% | Q1 2018 | Q3 2019 | 7 |
BEAM WEALTH ADVISORS, INC. | 7 | 7 | 0.37% | 0.44% | 0.56% | Q1 2020 | Q3 2021 | 7 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 0.21% | 0.25% | 0.30% | Q2 2016 | Q3 2017 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.10% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.19% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 6 |
Biondo Investment Advisors, LLC | 6 | 6 | 0.07% | 0.22% | 0.33% | Q3 2017 | Q4 2018 | 6 |
Meridian Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 6 |
TSFG, LLC | 6 | 6 | 0.02% | 0.04% | 0.12% | Q1 2019 | Q2 2020 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Sweet Financial Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Riverstone Advisors, LLC | 6 | 6 | 0.16% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Anfield Capital Management, LLC | 5 | 1 | 0.00% | 0.09% | 0.12% | Q2 2021 | Q4 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 1 | 0.04% | 7.49% | 11.69% | Q3 2019 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.07% | 0.08% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Sound Income Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
INSPIRION WEALTH ADVISORS, LLC | 6 | 6 | 0.09% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.26% | 0.47% | 0.62% | Q4 2020 | Q2 2022 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Independent Advisor Alliance | 4 | 1 | 0.08% | 0.42% | 1.15% | Q1 2017 | Q3 2023 | 6 |
Wealthstreet Investment Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
OneAscent Financial Services LLC | 6 | 6 | 0.34% | 0.64% | 1.10% | Q2 2022 | Q3 2023 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 3.84% | 4.99% | 6.32% | Q4 2018 | Q1 2020 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.49% | 0.66% | 0.79% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.26% | 0.27% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2018 | Q3 2019 | 6 |
JOYN Advisors, Inc. | 4 | 2 | 0.00% | 0.12% | 0.25% | Q3 2018 | Q1 2020 | 6 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 5 |
Objective Capital Management, LLC | 5 | 5 | 0.15% | 0.21% | 0.27% | Q4 2021 | Q4 2022 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.45% | 0.55% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.13% | 0.80% | 1.94% | Q4 2018 | Q1 2020 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.08% | 0.13% | 0.15% | Q1 2020 | Q1 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.14% | 0.32% | Q1 2021 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.06% | 0.11% | 0.17% | Q3 2015 | Q3 2016 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.13% | 1.22% | 1.26% | Q4 2021 | Q4 2022 | 5 |
MOTCO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Sterling Manor Financial, LLC | 4 | 1 | 0.18% | 0.20% | 0.23% | Q4 2020 | Q4 2022 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Opal Wealth Advisors, LLC | 2 | 1 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.10% | 0.78% | 2.58% | Q2 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.05% | 0.12% | 0.33% | Q4 2019 | Q3 2021 | 5 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SHELTON WEALTH MANAGEMENT, LLC | 5 | 5 | 1.22% | 1.74% | 2.43% | Q4 2021 | Q4 2022 | 5 |
Measured Wealth Private Client Group, LLC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q2 2018 | Q2 2019 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.13% | 0.32% | Q1 2018 | Q3 2019 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.96% | 1.17% | 1.52% | Q4 2020 | Q3 2023 | 5 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 2.02% | 2.18% | 2.29% | Q3 2022 | Q3 2023 | 5 |
Fermata Advisors, LLC | 4 | 1 | 0.09% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Newman Dignan & Sheerar, Inc. | 2 | 1 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q1 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 5 |
Fairhaven Wealth Management, LLC | 5 | 5 | 3.26% | 3.93% | 4.67% | Q4 2019 | Q4 2020 | 5 |
Trust Co | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 5 |
Jackson Wealth Management, LLC | 5 | 5 | 0.12% | 0.18% | 0.24% | Q4 2018 | Q4 2019 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.15% | 0.26% | 0.31% | Q4 2021 | Q4 2022 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 3 | 1 | 0.28% | 0.75% | 0.97% | Q1 2022 | Q3 2023 | 4 |
Treasure Coast Financial Planning | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.73% | 0.83% | 0.92% | Q4 2022 | Q3 2023 | 4 |
SUTTON PLACE INVESTORS LLC | 4 | 4 | 1.04% | 1.11% | 1.16% | Q3 2022 | Q2 2023 | 4 |
Kistler-Tiffany Companies, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 4 |
Keel Point, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.09% | 0.12% | 0.21% | Q4 2017 | Q2 2021 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 4 |
Kaye Capital Management | 4 | 4 | 5.48% | 6.98% | 8.68% | Q4 2022 | Q3 2023 | 4 |
Mattern Wealth Management LLC | 4 | 4 | 0.11% | 0.44% | 0.86% | Q2 2022 | Q1 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Northstar Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q2 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
S.C. Financial Services, Inc. | 3 | 1 | 0.35% | 0.39% | 0.42% | Q4 2021 | Q4 2022 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.02% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.63% | 0.91% | 1.15% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.07% | 0.20% | Q4 2022 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.87% | 0.90% | 0.94% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Legacy Trust | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.27% | 0.34% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.62% | 0.75% | 0.92% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q2 2018 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 4.86% | 4.99% | 5.09% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 1.56% | 1.69% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Shamrock Asset Management LLC | 3 | 1 | 8.85% | 10.72% | 11.66% | Q1 2015 | Q4 2016 | 4 |
Andesa Financial Management Inc. | 3 | 1 | 0.10% | 0.60% | 1.13% | Q3 2019 | Q3 2020 | 4 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.09% | 0.12% | 0.19% | Q4 2019 | Q4 2020 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.18% | 1.60% | 2.21% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 1.84% | 2.16% | 2.52% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.06% | 1.05% | 2.45% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 3.63% | 5.04% | 6.41% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.07% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 4 | 4 | 0.13% | 0.31% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 6.10% | 6.55% | 6.88% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 2.19% | 2.35% | 2.68% | Q4 2022 | Q3 2023 | 4 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.28% | 0.40% | 0.51% | Q4 2022 | Q2 2023 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.70% | 0.80% | 0.87% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.42% | 0.48% | 0.58% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.39% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 1.92% | 1.97% | 2.01% | Q1 2023 | Q3 2023 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q3 2022 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.01% | 0.10% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BALLAST ADVISORS LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.17% | 0.42% | 0.89% | Q4 2021 | Q2 2022 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q1 2018 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.51% | 0.88% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.36% | 0.38% | 0.40% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.28% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 6.64% | 6.86% | 6.99% | Q4 2022 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.34% | 0.37% | 0.41% | Q4 2021 | Q2 2022 | 3 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 3 |
Arlington Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.53% | 0.65% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.30% | 1.44% | 1.58% | Q2 2019 | Q4 2019 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 3 |
F3Logic, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 1.27% | 1.69% | 1.93% | Q1 2019 | Q3 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q2 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 1.50% | 1.97% | 2.65% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.07% | 0.08% | 0.11% | Q1 2020 | Q3 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Truadvice, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.10% | 0.12% | 0.17% | Q4 2017 | Q4 2018 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.21% | 0.55% | Q4 2022 | Q3 2023 | 3 |
Ergawealth Advisors, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.91% | 0.95% | 0.98% | Q4 2020 | Q2 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 2.89% | 3.07% | 3.30% | Q1 2023 | Q3 2023 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.15% | 0.34% | 0.58% | Q4 2022 | Q2 2023 | 3 |
Williams Financial, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CMC Financial Group | 2 | 2 | 0.29% | 0.68% | 1.08% | Q4 2019 | Q1 2020 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.72% | 0.98% | 1.24% | Q1 2021 | Q2 2022 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 5.48% | 5.56% | 5.63% | Q1 2023 | Q2 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
True Capital Management | 2 | 2 | 0.83% | 0.91% | 0.99% | Q4 2022 | Q1 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 2 |
WT Wealth Management | 2 | 2 | 0.51% | 0.53% | 0.55% | Q3 2019 | Q4 2019 | 2 |
Rench Wealth Management, Inc. | 2 | 2 | 0.30% | 0.35% | 0.39% | Q4 2013 | Q1 2014 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 1.03% | 1.16% | 1.28% | Q4 2022 | Q1 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 0.21% | 0.28% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Lansing Street Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Asset Management Resources, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.21% | 0.30% | 0.39% | Q4 2020 | Q1 2021 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Horst & Graben Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Bridge Advisory, LLC | 1 | 1 | 0.32% | 0.64% | 0.95% | Q4 2020 | Q3 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2017 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.85% | 1.76% | 2.66% | Q2 2023 | Q3 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.19% | 0.37% | 0.55% | Q2 2021 | Q3 2021 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.43% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Naviter Wealth, LLC | 2 | 2 | 1.05% | 1.10% | 1.16% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
WEALTH ADVISORS, INC. | 2 | 2 | 0.23% | 0.66% | 1.09% | Q4 2019 | Q1 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Mendel Capital Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 2.40% | 2.74% | 3.09% | Q4 2022 | Q1 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q4 2019 | 2 |
TFB Advisors LLC | 2 | 2 | 0.16% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q2 2020 | 2 |
DOHJ, LLC | 2 | 2 | 1.80% | 1.96% | 2.12% | Q4 2019 | Q1 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q2 2016 | Q4 2016 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.42% | 0.77% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q4 2019 | Q4 2019 | 1 |
G&S Capital LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
BCR Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
25 LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Full Value Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2007 | Q1 2007 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HC Advisors, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2020 | Q1 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q4 2019 | Q4 2019 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2021 | Q4 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 10.67% | 10.67% | 10.67% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 5.01% | 5.01% | 5.01% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2019 | Q4 2019 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2017 | Q4 2017 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q1 2015 | Q1 2015 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2023 | Q2 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifePro Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Soundwatch Capital LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2022 | Q4 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2020 | Q2 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Bray Capital Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financial Services Advisory Inc | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2019 | Q4 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own FIRST TR VALUE LINE DIVID IN or have owned FIRST TR VALUE LINE DIVID IN in the past.