Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 39 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 38 |
Montecito Bank & Trust | 33 | 33 | 0.15% | 0.25% | 1.83% | Q4 2015 | Q4 2023 | 33 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.01% | 0.13% | 0.24% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.27% | 0.90% | Q4 2015 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 32 | 32 | 0.00% | 0.13% | 0.24% | Q4 2015 | Q3 2023 | 32 |
SFMG, LLC | 32 | 32 | 0.51% | 4.40% | 7.04% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.01% | 0.14% | 0.23% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 31 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 32 |
Callan Capital, LLC | 32 | 32 | 1.86% | 5.72% | 9.88% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 31 | 31 | 0.02% | 0.87% | 2.02% | Q1 2016 | Q3 2023 | 31 |
Stonehearth Capital Management, LLC | 31 | 31 | 0.61% | 0.77% | 0.94% | Q2 2016 | Q4 2023 | 31 |
Allworth Financial LP | 31 | 31 | 0.07% | 0.65% | 3.26% | Q1 2016 | Q3 2023 | 31 |
TD Capital Management LLC | 31 | 31 | 0.06% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.07% | 0.36% | Q4 2015 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 29 | 1 | 0.01% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 30 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 30 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 30 | 30 | 1.06% | 4.91% | 9.53% | Q2 2016 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.37% | 0.82% | 1.45% | Q2 2016 | Q3 2023 | 30 |
Financial Management Professionals, Inc. | 30 | 30 | 4.45% | 8.43% | 13.18% | Q2 2016 | Q3 2023 | 30 |
WBH ADVISORY INC | 27 | 3 | 0.10% | 0.18% | 0.25% | Q1 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.35% | 0.73% | Q3 2016 | Q3 2023 | 29 |
Silicon Valley Capital Partners | 29 | 29 | 0.23% | 1.85% | 3.42% | Q3 2016 | Q3 2023 | 29 |
Capital Advisors, Ltd. LLC | 29 | 29 | 0.01% | 1.05% | 1.62% | Q3 2016 | Q3 2023 | 29 |
RiverFront Investment Group, LLC | 29 | 29 | 3.63% | 8.58% | 12.79% | Q3 2016 | Q3 2023 | 29 |
ROPES WEALTH ADVISORS LLC | 29 | 29 | 0.04% | 0.15% | 0.30% | Q2 2016 | Q2 2023 | 29 |
Wolf Group Capital Advisors | 28 | 28 | 0.28% | 0.61% | 0.84% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.72% | 2.02% | Q4 2016 | Q3 2023 | 28 |
E&G Advisors, LP | 28 | 28 | 0.55% | 0.66% | 0.77% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 28 | 28 | 0.01% | 0.47% | 0.90% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 0.20% | 0.48% | 0.88% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.14% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Hudock, Inc. | 28 | 28 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2022 | 28 |
TOMPKINS FINANCIAL CORP | 18 | 10 | 0.01% | 0.12% | 0.17% | Q4 2016 | Q4 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.04% | 0.30% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 2.78% | 3.48% | 3.76% | Q1 2017 | Q4 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.01% | 0.09% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 13.36% | 17.04% | 19.63% | Q4 2016 | Q3 2023 | 28 |
KCM INVESTMENT ADVISORS LLC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Advisory Services Network, LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
US BANCORP \DE\ | 25 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.44% | 0.70% | Q1 2017 | Q3 2023 | 27 |
Laurel Wealth Advisors, Inc. | 27 | 27 | 0.09% | 0.28% | 0.54% | Q2 2016 | Q4 2022 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.12% | 0.29% | 0.40% | Q4 2016 | Q2 2023 | 27 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.32% | 1.33% | Q2 2016 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 26 | 26 | 0.25% | 2.97% | 4.33% | Q2 2017 | Q3 2023 | 26 |
LVZ, Inc. | 23 | 3 | 0.07% | 6.03% | 10.39% | Q1 2017 | Q3 2023 | 26 |
MAI Capital Management | 26 | 26 | 0.04% | 0.19% | 0.25% | Q2 2017 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Glenview Trust Co | 26 | 26 | 0.43% | 3.07% | 4.81% | Q2 2017 | Q3 2023 | 26 |
Lido Advisors, LLC | 26 | 26 | 0.07% | 0.12% | 0.23% | Q2 2017 | Q3 2023 | 26 |
Eagle Ridge Investment Management | 26 | 26 | 0.09% | 0.11% | 0.14% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
First Command Bank | 25 | 25 | 0.07% | 5.29% | 13.39% | Q2 2017 | Q2 2023 | 25 |
Stadion Money Management, LLC | 25 | 25 | 0.66% | 1.32% | 2.06% | Q3 2017 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.00% | 0.87% | 2.15% | Q4 2015 | Q4 2021 | 25 |
Advocacy Wealth Management Services, LLC | 25 | 25 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2022 | 25 |
Lenox Wealth Advisors, LLC | 25 | 25 | 0.05% | 5.64% | 9.17% | Q1 2016 | Q1 2022 | 25 |
Ancora Advisors LLC | 25 | 25 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 21 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 25 |
First Command Financial Services, Inc. | 25 | 25 | 0.04% | 6.36% | 15.08% | Q2 2017 | Q2 2023 | 25 |
SigFig Wealth Management, LLC | 22 | 2 | 0.39% | 7.77% | 10.13% | Q3 2017 | Q3 2023 | 24 |
White Pine Investment CO | 24 | 24 | 0.07% | 0.52% | 1.05% | Q2 2017 | Q1 2023 | 24 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24 | 24 | 0.25% | 0.42% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.40% | 0.65% | Q4 2017 | Q3 2023 | 24 |
CFO4Life Group, LLC | 17 | 7 | 0.09% | 0.68% | 1.19% | Q2 2017 | Q3 2023 | 24 |
BlackRock Inc. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.10% | 0.31% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Bridgeworth, LLC | 23 | 1 | 0.26% | 2.51% | 3.78% | Q3 2017 | Q3 2023 | 24 |
First Command Advisory Services, Inc. | 24 | 24 | 0.00% | 13.72% | 25.64% | Q4 2017 | Q3 2023 | 24 |
FCA CORP /TX | 24 | 24 | 0.36% | 1.39% | 2.59% | Q4 2017 | Q3 2023 | 24 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 23 | 23 | 0.33% | 11.32% | 15.56% | Q1 2018 | Q3 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.14% | 0.34% | Q4 2017 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 23 |
Kelman-Lazarov, Inc. | 23 | 23 | 0.70% | 7.06% | 11.14% | Q1 2018 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 16 | 6 | 0.08% | 0.55% | 1.00% | Q3 2017 | Q3 2023 | 22 |
Busey Bank | 15 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 22 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 22 | 22 | 0.08% | 1.02% | 2.79% | Q4 2015 | Q1 2021 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.06% | 0.95% | 1.73% | Q2 2018 | Q3 2023 | 22 |
FIRST FOUNDATION ADVISORS | 22 | 22 | 0.05% | 0.54% | 1.46% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 21 | 21 | 0.04% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.08% | 1.11% | 2.53% | Q4 2016 | Q3 2022 | 21 |
Atria Investments, Inc | 12 | 1 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.01% | 0.35% | 0.86% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 4.44% | 14.41% | 20.40% | Q4 2018 | Q3 2023 | 20 |
Mengis Capital Management, Inc. | 20 | 20 | 0.21% | 0.45% | 0.54% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.17% | 0.75% | 1.25% | Q4 2018 | Q3 2023 | 20 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Gemmer Asset Management LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2022 | 20 |
AMERICAN NATIONAL BANK | 20 | 20 | 0.42% | 0.63% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Ashfield Capital Partners, LLC | 20 | 20 | 0.13% | 0.19% | 0.30% | Q4 2017 | Q3 2022 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.98% | 2.54% | 4.88% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.01% | 2.93% | 4.46% | Q4 2018 | Q3 2023 | 20 |
Family Management Corp | 20 | 20 | 0.46% | 0.85% | 1.64% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 20 | 20 | 0.01% | 0.77% | 1.61% | Q1 2018 | Q4 2022 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Riverview Trust Co | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
SIGNET FINANCIAL MANAGEMENT, LLC | 17 | 2 | 0.02% | 0.09% | 0.12% | Q1 2017 | Q4 2021 | 19 |
CX Institutional | 19 | 19 | 0.00% | 0.97% | 2.58% | Q2 2018 | Q4 2022 | 19 |
Inscription Capital, LLC | 10 | 9 | 2.38% | 5.31% | 10.41% | Q4 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.13% | 0.19% | 0.35% | Q1 2019 | Q3 2023 | 19 |
M&T BANK CORP | 15 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.06% | 1.10% | 3.82% | Q1 2019 | Q3 2023 | 19 |
Texas Yale Capital Corp. | 19 | 19 | 0.02% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Bank of New York Mellon Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
Mutual Advisors, LLC | 14 | 5 | 0.04% | 0.14% | 0.28% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Roble, Belko & Company, Inc | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
FDx Advisors, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 19 | 19 | 0.09% | 0.32% | 0.80% | Q4 2016 | Q2 2021 | 19 |
Geneos Wealth Management Inc. | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
LINCOLN CAPITAL CORP | 18 | 18 | 4.86% | 10.06% | 12.91% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.10% | 0.40% | 0.82% | Q1 2019 | Q2 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.26% | 0.42% | Q2 2019 | Q3 2023 | 18 |
Quantitative Advantage, LLC | 18 | 18 | 0.27% | 1.75% | 3.11% | Q4 2018 | Q1 2023 | 18 |
Realta Investment Advisors | 11 | 7 | 0.00% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.06% | 0.24% | 0.60% | Q4 2017 | Q1 2022 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 18 |
McAdam, LLC | 12 | 6 | 0.10% | 0.23% | 0.35% | Q1 2017 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NOVARE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.06% | 0.91% | 1.32% | Q3 2019 | Q3 2023 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 17 | 17 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q2 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.01% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2022 | 17 |
Pinnacle Bancorp, Inc. | 17 | 17 | 0.01% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 11 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Coe Capital Management, LLC | 17 | 17 | 0.24% | 0.68% | 1.08% | Q2 2017 | Q2 2021 | 17 |
NVWM, LLC | 17 | 17 | 0.00% | 0.06% | 0.16% | Q4 2017 | Q4 2021 | 17 |
GFG Capital, LLC | 16 | 16 | 7.15% | 11.06% | 16.87% | Q4 2019 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 0.37% | 1.72% | 2.12% | Q4 2019 | Q3 2023 | 16 |
Retirement Planning Group, LLC | 16 | 16 | 2.02% | 8.06% | 10.30% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.08% | 0.16% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Royal Harbor Partners, LLC | 16 | 16 | 4.82% | 10.92% | 21.13% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.31% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Deseret Mutual Benefit Administrators | 16 | 16 | 21.15% | 47.10% | 94.25% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.80% | 1.11% | 1.40% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 1.08% | 1.21% | 1.54% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 10.97% | 11.92% | 12.87% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.59% | 2.03% | 3.02% | Q4 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.92% | 1.56% | 2.27% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.10% | 0.24% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 2.47% | 4.45% | 6.96% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 6.48% | 7.51% | 8.55% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
White Lighthouse Investment Management Inc. | 16 | 16 | 0.06% | 0.18% | 0.33% | Q3 2018 | Q2 2022 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q4 2019 | 15 |
Financial Enhancement Group LLC | 15 | 15 | 0.02% | 0.27% | 1.07% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.14% | 0.17% | 0.20% | Q2 2016 | Q4 2019 | 15 |
Creative Planning | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
VALLEY WEALTH MANAGERS, INC. | 15 | 15 | 0.03% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Accuvest Global Advisors | 15 | 15 | 0.22% | 1.32% | 4.43% | Q1 2016 | Q3 2019 | 15 |
Hixon Zuercher, LLC | 15 | 15 | 2.61% | 3.47% | 4.81% | Q1 2020 | Q3 2023 | 15 |
First Capital Advisors Group, LLC. | 8 | 7 | 0.43% | 3.56% | 5.62% | Q1 2017 | Q2 2023 | 15 |
JNBA Financial Advisors | 9 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Nikulski Financial, Inc. | 15 | 15 | 0.45% | 2.18% | 2.90% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.07% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Powell Investment Advisors, LLC | 15 | 15 | 0.24% | 0.28% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Ledyard National Bank | 15 | 15 | 0.49% | 0.73% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.27% | 0.46% | 1.00% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.04% | 0.08% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Frontier Wealth Management LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 15 |
CreativeOne Wealth, LLC | 14 | 14 | 0.38% | 0.52% | 0.64% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.37% | 0.86% | 1.77% | Q4 2018 | Q1 2022 | 14 |
Winslow, Evans & Crocker, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.32% | 0.65% | 0.89% | Q2 2020 | Q3 2023 | 14 |
PLIMOTH TRUST CO LLC | 14 | 14 | 0.27% | 0.29% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Hamilton Wealth, LLC | 14 | 14 | 0.33% | 5.59% | 9.73% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 6 | 4 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.10% | 0.64% | Q1 2017 | Q1 2023 | 14 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.37% | 1.77% | 4.13% | Q2 2020 | Q3 2023 | 14 |
Winfield Associates, Inc. | 13 | 1 | 0.06% | 0.18% | 0.32% | Q4 2017 | Q1 2022 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.04% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Manning & Napier Group, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 11 | 1 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q4 2021 | 14 |
NORTHERN TRUST CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.07% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 8 | 6 | 0.01% | 0.06% | 0.22% | Q1 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 13 | 1 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Valeo Financial Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 14 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.19% | 0.25% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
GeoWealth Management, LLC | 13 | 13 | 0.06% | 1.08% | 2.22% | Q3 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Janney Capital Management LLC | 13 | 13 | 0.02% | 0.68% | 4.58% | Q2 2020 | Q2 2023 | 13 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Legacy Advisors, LLC | 13 | 13 | 0.21% | 0.38% | 0.72% | Q3 2020 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.11% | 0.26% | 0.40% | Q3 2016 | Q3 2019 | 13 |
F3Logic, LLC | 13 | 13 | 0.03% | 0.18% | 0.23% | Q4 2019 | Q4 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.23% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 13 |
Advisors Capital Management, LLC | 11 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 13 |
CITIGROUP INC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.02% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 9 | 4 | 0.08% | 0.15% | 0.33% | Q2 2017 | Q3 2020 | 13 |
Truepoint, Inc. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.15% | 0.17% | 0.20% | Q3 2020 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 11 | 2 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Graypoint LLC | 12 | 12 | 0.05% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 7 | 5 | 0.09% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.36% | 0.40% | 0.47% | Q4 2016 | Q3 2019 | 12 |
First Allied Advisory Services, Inc. | 10 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2020 | 12 |
Source Financial Advisors LLC | 12 | 12 | 2.28% | 3.06% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Savant Capital, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2021 | 12 |
Hochman Cole Investment Advisors, Inc. | 12 | 12 | 0.18% | 0.27% | 0.41% | Q4 2018 | Q3 2021 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
KWB Wealth | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
AMERIPRISE FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
ETRADE Capital Management LLC | 12 | 12 | 0.12% | 0.65% | 1.32% | Q4 2017 | Q3 2020 | 12 |
J.W. COLE ADVISORS, INC. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.30% | 0.32% | 0.34% | Q4 2016 | Q3 2019 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.32% | 8.08% | 12.85% | Q3 2020 | Q2 2023 | 12 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Emerald Advisors, LLC | 12 | 12 | 0.39% | 0.66% | 0.90% | Q4 2020 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.08% | 0.11% | 0.13% | Q1 2019 | Q4 2021 | 12 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 3.06% | 4.60% | 6.00% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.25% | 0.27% | 0.30% | Q4 2016 | Q3 2019 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q1 2023 | 12 |
LexAurum Advisors, LLC | 12 | 12 | 0.09% | 2.83% | 5.66% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.20% | 0.22% | 0.23% | Q4 2016 | Q3 2019 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.12% | 1.36% | 3.68% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 2.48% | 2.85% | 3.35% | Q2 2020 | Q1 2023 | 12 |
BLB&B Advisors, LLC | 12 | 12 | 0.14% | 0.16% | 0.18% | Q3 2016 | Q2 2019 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.02% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Adams Wealth Management | 12 | 12 | 2.22% | 3.10% | 3.59% | Q1 2020 | Q4 2022 | 12 |
Strategic Blueprint, LLC | 11 | 1 | 0.04% | 0.07% | 0.16% | Q3 2019 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.30% | 2.07% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.28% | 0.48% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 2.33% | 2.58% | 2.79% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Successful Portfolios LLC | 5 | 1 | 0.13% | 0.19% | 0.27% | Q3 2018 | Q2 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 12.25% | 16.14% | 18.31% | Q1 2021 | Q3 2023 | 11 |
Crestone Asset Management LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
USCA RIA LLC | 11 | 11 | 0.03% | 0.06% | 0.07% | Q4 2018 | Q2 2021 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.19% | 0.34% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.23% | 1.72% | 3.30% | Q1 2021 | Q3 2023 | 11 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 11 | 0.33% | 0.54% | 0.82% | Q1 2017 | Q3 2019 | 11 |
Ken Stern & Associates, Inc. | 11 | 11 | 0.11% | 0.47% | 0.73% | Q1 2016 | Q3 2018 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Apollon Wealth Management, LLC | 8 | 1 | 0.06% | 0.59% | 5.07% | Q4 2018 | Q3 2023 | 11 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 7 | 4 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q2 2021 | 11 |
IHT Wealth Management, LLC | 8 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.75% | 4.12% | 6.64% | Q1 2021 | Q3 2023 | 11 |
BOK Financial Private Wealth, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
Csenge Advisory Group | 10 | 10 | 0.02% | 0.05% | 0.18% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.10% | 0.39% | 1.18% | Q1 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 0.92% | 1.12% | 1.24% | Q2 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 1.49% | 2.25% | 3.20% | Q2 2020 | Q3 2022 | 10 |
BKS ADVISORS, LLC | 10 | 10 | 1.16% | 1.52% | 1.73% | Q4 2016 | Q1 2019 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.15% | 0.27% | 0.41% | Q2 2019 | Q3 2021 | 10 |
Perennial Investment Advisors, LLC | 7 | 3 | 0.07% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.91% | 1.05% | 1.16% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 9 | 1 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2020 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Fort Point Capital Partners LLC | 9 | 9 | 0.23% | 0.25% | 0.27% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q4 2023 | 9 |
Meristem Family Wealth, LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.13% | 0.28% | Q3 2016 | Q3 2023 | 9 |
FIFTH THIRD SECURITIES, INC. | 9 | 9 | 0.02% | 0.22% | 1.50% | Q3 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Hefty Wealth Partners | 9 | 9 | 0.75% | 1.93% | 2.91% | Q1 2016 | Q1 2018 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.11% | 0.72% | 1.42% | Q1 2020 | Q1 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 7.94% | 12.10% | 18.89% | Q4 2020 | Q4 2022 | 9 |
Lucia Wealth Services, LLC | 9 | 9 | 0.20% | 0.23% | 0.29% | Q3 2018 | Q3 2020 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 2.08% | 2.50% | 3.02% | Q1 2020 | Q1 2022 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.68% | 1.24% | 2.22% | Q3 2021 | Q3 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 9 |
SMITH, MOORE & CO. | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 1.29% | 4.74% | 15.54% | Q4 2017 | Q4 2019 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.04% | 0.60% | 1.44% | Q2 2019 | Q1 2022 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Simply Money Advisors | 9 | 9 | 2.46% | 5.03% | 9.10% | Q1 2016 | Q1 2018 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wellesley Investment Partners, LLC | 9 | 9 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q2 2019 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2017 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.37% | 0.39% | 0.41% | Q4 2021 | Q4 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.45% | 0.83% | 1.34% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2022 | 8 |
Summit Financial Strategies, Inc. | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.11% | 0.20% | 0.36% | Q2 2019 | Q1 2021 | 8 |
Mason & Associates Inc | 8 | 8 | 0.24% | 0.40% | 0.87% | Q4 2021 | Q3 2023 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2015 | Q3 2017 | 8 |
First International Bank & Trust | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.20% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.12% | 0.35% | 0.57% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.11% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 14.16% | 15.56% | 17.05% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 8 |
Caprock Group, LLC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q4 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.06% | 0.49% | 1.76% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 4.78% | 6.80% | 10.77% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.59% | 0.62% | 0.64% | Q4 2021 | Q3 2023 | 8 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 3.59% | 5.10% | 9.32% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.38% | 0.58% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 10.47% | 11.31% | 12.54% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q3 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.22% | 0.51% | 0.64% | Q4 2019 | Q2 2021 | 7 |
Argent Trust Co | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 7 |
MOTCO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.03% | 0.34% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.06% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.19% | 0.22% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Goelzer Investment Management, Inc. | 6 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.09% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.13% | 0.37% | 0.65% | Q2 2021 | Q4 2022 | 7 |
Addison Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 5 | 2 | 0.04% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2018 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
First American Bank | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Consolidated Planning Corp | 6 | 6 | 1.10% | 1.47% | 1.86% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.10% | 0.21% | 0.28% | Q4 2020 | Q2 2023 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MBL Wealth, LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 6 |
WMS Partners, LLC | 6 | 6 | 0.34% | 3.01% | 4.61% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.10% | 0.19% | Q2 2020 | Q1 2022 | 6 |
JMG Financial Group, Ltd. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Anchor Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.26% | 0.60% | 1.01% | Q1 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 6 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 6 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Choate Investment Advisors | 4 | 1 | 0.01% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q4 2017 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2019 | Q4 2020 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.62% | 1.19% | 1.44% | Q1 2019 | Q1 2020 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.05% | 0.67% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.71% | 1.05% | 1.28% | Q4 2021 | Q4 2022 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.16% | 0.32% | 0.46% | Q3 2021 | Q3 2023 | 5 |
PFG Advisors | 4 | 1 | 0.02% | 0.19% | 0.40% | Q4 2021 | Q3 2023 | 5 |
Retirement Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Wealth Advisors, Inc. | 5 | 5 | 0.29% | 0.57% | 0.91% | Q3 2018 | Q3 2019 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Gratus Capital, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.04% | 0.33% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.97% | 1.33% | 1.72% | Q4 2021 | Q4 2022 | 5 |
Strategic Financial Services, Inc, | 5 | 5 | 0.73% | 0.80% | 1.00% | Q3 2022 | Q3 2023 | 5 |
Round Rock Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q4 2022 | 5 |
McElhenny Sheffield Capital Management, LLC | 5 | 5 | 0.01% | 0.13% | 0.22% | Q4 2021 | Q4 2022 | 5 |
M&R CAPITAL MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 5 |
Human Investing LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 17.57% | 21.30% | 24.85% | Q4 2021 | Q3 2022 | 4 |
CAMG Solamere Management, LLC | 4 | 4 | 0.26% | 0.46% | 0.69% | Q4 2016 | Q3 2017 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 1.17% | 2.83% | 3.49% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 9.59% | 10.68% | 13.31% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.96% | 1.36% | 1.54% | Q4 2017 | Q3 2018 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 4.84% | 4.95% | 5.06% | Q4 2022 | Q3 2023 | 4 |
CCG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q2 2019 | Q1 2020 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.18% | 0.19% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 1 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Hemington Wealth Management | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.22% | 0.23% | 0.25% | Q1 2020 | Q4 2020 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.30% | 0.51% | 0.63% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 9.59% | 9.96% | 10.81% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Elmwood Wealth Management, Inc. | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 0.37% | 0.59% | 0.81% | Q4 2020 | Q3 2021 | 4 |
VICUS CAPITAL | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Rockbridge Investment Management, LCC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Guidant Wealth Advisors | 3 | 3 | 0.30% | 0.30% | 0.31% | Q1 2019 | Q3 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2020 | 3 |
FIRST HAWAIIAN BANK | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 3 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 4.18% | 4.32% | 4.52% | Q1 2022 | Q3 2022 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 1.45% | 1.64% | 1.88% | Q4 2020 | Q2 2021 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.68% | 0.94% | 1.43% | Q1 2020 | Q3 2020 | 3 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.03% | 0.30% | 0.48% | Q4 2020 | Q2 2021 | 3 |
American Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.57% | 1.08% | 1.47% | Q4 2020 | Q2 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.14% | 0.45% | 0.83% | Q1 2019 | Q4 2021 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q2 2021 | 3 |
Arvest Bank Trust Division | 3 | 3 | 1.06% | 1.13% | 1.19% | Q1 2021 | Q3 2021 | 3 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 1.35% | 1.41% | 1.45% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Forbes Financial Planning, Inc. | 3 | 3 | 0.88% | 1.04% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GHP Investment Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2018 | Q3 2019 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.70% | 0.84% | 1.03% | Q1 2023 | Q3 2023 | 3 |
VeraBank, N.A. | 2 | 2 | 0.08% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.11% | 0.24% | 0.37% | Q1 2023 | Q2 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Stratos Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 3.61% | 4.04% | 4.47% | Q1 2023 | Q2 2023 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Sterling Global Strategies LLC | 1 | 1 | 0.22% | 6.48% | 12.74% | Q3 2016 | Q4 2018 | 2 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.97% | 1.28% | 1.59% | Q4 2017 | Q1 2018 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q2 2023 | 2 |
PFG Investments, LLC | 2 | 2 | 0.22% | 0.33% | 0.43% | Q1 2023 | Q2 2023 | 2 |
Pure Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 2 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.15% | 0.19% | 0.23% | Q1 2021 | Q3 2021 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
One Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.20% | 0.28% | 0.35% | Q1 2017 | Q4 2019 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Freedom Investment Management, Inc. | 1 | 1 | 1.82% | 2.30% | 2.79% | Q4 2015 | Q3 2016 | 2 |
Operose Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.67% | 0.69% | 0.71% | Q4 2022 | Q1 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.13% | 0.48% | 0.83% | Q1 2016 | Q2 2016 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.16% | 1.31% | 1.46% | Q4 2019 | Q1 2020 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q2 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2016 | Q4 2016 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Newfound Research LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
XML SECURITIES, LLC | 2 | 2 | 3.42% | 3.46% | 3.50% | Q4 2017 | Q1 2018 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Procyon Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Tranquility Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CXI Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Ascension Asset Management LLC | 1 | 1 | 6.78% | 6.78% | 6.78% | Q4 2020 | Q4 2020 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2020 | Q1 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 5.76% | 5.76% | 5.76% | Q4 2019 | Q4 2019 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Total Wealth Planning, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
City State Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 10.70% | 10.70% | 10.70% | Q4 2022 | Q4 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DF DENT & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SHELTON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own GOLDMAN SACHS ETF TR or have owned GOLDMAN SACHS ETF TR in the past.