Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 28 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.01% | 0.09% | Q3 2020 | Q3 2023 | 27 |
Citadel Advisors | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 26 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.08% | 0.22% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Brookstone Capital Management | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Larson Financial Group LLC | 22 | 22 | 0.00% | 0.82% | 2.95% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.15% | 0.49% | Q1 2016 | Q3 2023 | 22 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.12% | 0.26% | 0.54% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.02% | 0.29% | 0.66% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.06% | 0.17% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Betterment LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.01% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Cambria Investment Management, L.P. | 22 | 22 | 0.62% | 1.32% | 2.50% | Q2 2018 | Q3 2023 | 22 |
Baker Avenue Asset Management, LP | 22 | 22 | 0.02% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 22 | 22 | 0.41% | 1.51% | 5.52% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.07% | 0.25% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.05% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Continuum Advisory, LLC | 22 | 22 | 0.27% | 0.96% | 1.84% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Csenge Advisory Group | 22 | 22 | 0.03% | 0.78% | 1.21% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 22 |
CreativeOne Wealth, LLC | 21 | 21 | 0.10% | 0.42% | 1.27% | Q3 2018 | Q3 2023 | 21 |
Alaska Wealth Advisors | 21 | 21 | 0.32% | 2.11% | 3.32% | Q2 2018 | Q2 2023 | 21 |
Sigma Planning Corp | 15 | 6 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.06% | 0.23% | Q2 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 21 | 0.00% | 0.39% | 1.90% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.56% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 12 | 9 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.11% | 0.45% | Q3 2018 | Q3 2023 | 21 |
Alaska Permanent Capital Management | 21 | 21 | 0.01% | 0.72% | 1.66% | Q2 2018 | Q2 2023 | 21 |
INNEALTA CAPITAL, LLC | 20 | 20 | 0.13% | 0.37% | 0.56% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 13 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
NATIXIS | 16 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 1.58% | 3.06% | 4.30% | Q4 2018 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 19 | 19 | 0.87% | 1.43% | 2.10% | Q2 2018 | Q4 2022 | 19 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 17 | 2 | 6.65% | 8.09% | 10.68% | Q4 2018 | Q3 2023 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
M&T BANK CORP | 14 | 5 | 0.00% | 0.05% | 0.32% | Q3 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 19 | 19 | 0.45% | 0.66% | 1.14% | Q2 2018 | Q4 2022 | 19 |
LexAurum Advisors, LLC | 13 | 6 | 0.12% | 0.21% | 0.39% | Q2 2018 | Q1 2023 | 19 |
JPMORGAN CHASE & CO | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 15 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 13 | 5 | 0.00% | 0.35% | 1.03% | Q2 2018 | Q4 2022 | 18 |
MML INVESTORS SERVICES, LLC | 11 | 3 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.01% | 0.12% | 0.92% | Q2 2018 | Q3 2022 | 18 |
JUNCTURE WEALTH STRATEGIES, LLC | 16 | 2 | 0.27% | 1.70% | 4.20% | Q2 2018 | Q4 2022 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 18 |
GeoWealth Management, LLC | 17 | 17 | 0.00% | 0.47% | 1.37% | Q3 2019 | Q3 2023 | 17 |
Executive Wealth Management, LLC | 13 | 1 | 0.01% | 0.52% | 1.69% | Q4 2018 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.15% | 0.22% | 0.33% | Q2 2019 | Q2 2023 | 17 |
American Portfolios Advisors | 11 | 6 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2022 | 17 |
EQUITABLE TRUST CO | 11 | 6 | 0.02% | 0.21% | 0.74% | Q2 2019 | Q3 2023 | 17 |
Kalos Management, Inc. | 16 | 1 | 0.12% | 0.37% | 0.80% | Q3 2018 | Q1 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.04% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
GM Advisory Group, LLC | 8 | 2 | 0.04% | 2.22% | 7.15% | Q2 2018 | Q3 2023 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 0.03% | 0.21% | 0.60% | Q3 2019 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.09% | 0.48% | Q2 2018 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 13 | 3 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 16 | 16 | 0.00% | 0.29% | 0.77% | Q2 2019 | Q1 2023 | 16 |
Parallel Advisors, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 16 |
Windham Capital Management, LLC | 8 | 7 | 0.11% | 3.65% | 10.44% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 1 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 15 |
Freedom Investment Management, Inc. | 8 | 1 | 0.02% | 0.48% | 2.51% | Q2 2018 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VAN ECK ASSOCIATES CORP | 13 | 2 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.47% | 1.18% | Q4 2019 | Q2 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 11 | 4 | 0.04% | 0.88% | 2.18% | Q3 2018 | Q1 2023 | 15 |
Pinnacle Bancorp, Inc. | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.10% | 0.81% | Q2 2018 | Q3 2023 | 14 |
Prospera Financial Services Inc | 13 | 1 | 0.00% | 0.31% | 1.19% | Q4 2018 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
LFA - Lugano Financial Advisors SA | 14 | 14 | 3.92% | 6.68% | 8.88% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 14 |
Aspire Private Capital, LLC | 13 | 1 | 0.00% | 1.01% | 2.09% | Q4 2018 | Q3 2023 | 14 |
People's United Financial, Inc. | 13 | 1 | 0.02% | 0.24% | 0.72% | Q2 2018 | Q1 2022 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Madison Asset Management, LLC | 13 | 1 | 0.08% | 0.38% | 0.67% | Q4 2019 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 13 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.20% | 0.73% | Q4 2018 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 0.16% | 1.68% | 3.31% | Q4 2018 | Q4 2021 | 13 |
TRUIST FINANCIAL CORP | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.16% | 0.41% | Q4 2019 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q1 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 13 | 0.02% | 0.89% | 1.49% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 10 | 3 | 0.14% | 0.30% | 0.58% | Q2 2018 | Q3 2023 | 13 |
LWS Wealth Advisors, Inc. | 13 | 13 | 0.11% | 0.18% | 0.21% | Q2 2020 | Q2 2023 | 13 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.04% | 1.34% | 3.45% | Q2 2018 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Empirical Finance, LLC | 9 | 1 | 0.05% | 0.43% | 1.16% | Q2 2018 | Q3 2022 | 12 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.10% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 12 |
Baldrige Asset Management LLC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 12 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2022 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 1 | 0.00% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 8 | 4 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.81% | 3.24% | 9.00% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.45% | 1.32% | Q4 2019 | Q3 2022 | 12 |
Bank of New York Mellon Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 1.81% | 4.38% | 6.98% | Q4 2020 | Q3 2023 | 12 |
BAILARD, INC. | 12 | 12 | 0.01% | 1.41% | 3.28% | Q4 2020 | Q3 2023 | 12 |
COMERICA BANK | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 11 | 1 | 0.02% | 0.79% | 1.76% | Q2 2018 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Wealthspire Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 11 |
GenTrust, LLC | 11 | 11 | 0.09% | 0.34% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
StrongBox Wealth, LLC | 11 | 11 | 0.12% | 0.54% | 1.01% | Q2 2021 | Q4 2023 | 11 |
WestEnd Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 6 | 5 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Faithward Advisors, LLC | 11 | 11 | 0.94% | 2.47% | 4.82% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Bay Harbor Wealth Management, LLC | 10 | 1 | 0.00% | 0.05% | 0.25% | Q2 2019 | Q4 2022 | 11 |
Visionary Wealth Advisors | 11 | 11 | 0.04% | 0.28% | 0.70% | Q1 2021 | Q3 2023 | 11 |
WRAPMANAGER INC | 7 | 2 | 0.04% | 0.47% | 1.09% | Q2 2018 | Q1 2023 | 11 |
DAVENPORT & Co LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.05% | 0.75% | 1.42% | Q1 2021 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 11 | 11 | 0.06% | 0.18% | 0.46% | Q3 2020 | Q1 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Stratos Wealth Partners, LTD. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
B & T Capital Management DBA Alpha Capital Management | 11 | 11 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 8 | 3 | 0.27% | 0.52% | 1.02% | Q3 2020 | Q3 2023 | 11 |
Goelzer Investment Management, Inc. | 8 | 3 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q2 2022 | 11 |
3EDGE Asset Management, LP | 11 | 11 | 1.20% | 5.10% | 10.20% | Q3 2020 | Q1 2023 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.13% | 0.77% | Q2 2018 | Q1 2023 | 10 |
Aveo Capital Partners, LLC | 9 | 1 | 0.07% | 1.12% | 2.34% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PATTON FUND MANAGEMENT, INC. | 10 | 10 | 0.25% | 0.93% | 1.29% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SevenOneSeven Capital Management | 10 | 10 | 1.69% | 3.63% | 5.06% | Q2 2021 | Q3 2023 | 10 |
WESBANCO BANK INC | 6 | 4 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.06% | 0.25% | Q2 2018 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.04% | 0.15% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 10 | 10 | 0.27% | 0.53% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.03% | 0.71% | 1.85% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.02% | 0.13% | 0.31% | Q4 2020 | Q1 2023 | 10 |
Spire Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
D. SCOTT NEAL, INC. | 10 | 10 | 2.20% | 4.39% | 6.31% | Q2 2021 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.01% | 0.06% | 0.22% | Q2 2021 | Q4 2023 | 10 |
Innova Wealth Partners | 9 | 1 | 0.56% | 2.57% | 4.36% | Q4 2020 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 8 | 1 | 0.00% | 0.36% | 1.67% | Q1 2020 | Q4 2022 | 10 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.06% | 0.35% | 0.85% | Q2 2021 | Q3 2023 | 10 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 4 | 0.72% | 1.88% | 2.39% | Q2 2020 | Q4 2022 | 10 |
Avion Wealth | 10 | 10 | 1.50% | 2.90% | 3.35% | Q2 2021 | Q3 2023 | 10 |
AUGUSTINE ASSET MANAGEMENT INC | 10 | 10 | 1.38% | 2.50% | 6.25% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 0.52% | 0.72% | 0.90% | Q3 2020 | Q4 2022 | 10 |
Truadvice, LLC | 10 | 10 | 0.11% | 0.33% | 0.73% | Q3 2020 | Q4 2022 | 10 |
CAMBRIDGE TRUST CO | 10 | 10 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Johnson Bixby & Associates, LLC | 10 | 10 | 0.06% | 0.89% | 1.70% | Q4 2020 | Q1 2023 | 10 |
Regal Investment Advisors LLC | 8 | 1 | 0.01% | 0.05% | 0.19% | Q2 2018 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 8 | 1 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 10 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.05% | 0.81% | 2.11% | Q1 2021 | Q3 2023 | 10 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 9 | 9 | 0.30% | 0.69% | 0.91% | Q2 2018 | Q2 2020 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
HAP Trading, LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2022 | 9 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.00% | 0.20% | 1.17% | Q2 2018 | Q2 2020 | 9 |
NewSquare Capital LLC | 9 | 9 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.01% | 0.13% | 0.27% | Q4 2021 | Q4 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.05% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.03% | 0.88% | 2.38% | Q2 2021 | Q3 2023 | 9 |
Strategic Investment Advisors / MI | 9 | 9 | 0.03% | 0.09% | 0.11% | Q1 2021 | Q1 2023 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.06% | 0.16% | 0.35% | Q1 2021 | Q1 2023 | 9 |
Sepio Capital, LP | 6 | 3 | 0.02% | 0.07% | 0.35% | Q1 2021 | Q2 2023 | 9 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 6 | 1 | 0.23% | 0.70% | 1.45% | Q3 2020 | Q1 2023 | 9 |
Dynamic Advisor Solutions LLC | 6 | 1 | 0.04% | 0.15% | 0.33% | Q4 2019 | Q3 2023 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.11% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.11% | 0.28% | Q3 2021 | Q3 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 4 | 0.03% | 0.13% | 0.21% | Q4 2020 | Q1 2023 | 9 |
VeraBank, N.A. | 9 | 9 | 0.11% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 9 |
Janney Capital Management LLC | 9 | 9 | 0.54% | 1.31% | 2.17% | Q3 2021 | Q3 2023 | 9 |
MFA WEALTH ADVISORS, LLC | 7 | 2 | 1.63% | 2.47% | 4.84% | Q3 2019 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
ALESCO ADVISORS LLC | 9 | 9 | 0.02% | 0.46% | 0.72% | Q2 2018 | Q2 2020 | 9 |
ALLIANCEBERNSTEIN L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 5 | 4 | 0.06% | 0.13% | 0.58% | Q2 2019 | Q4 2022 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.29% | 0.62% | Q2 2021 | Q2 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.19% | 0.44% | 0.82% | Q1 2021 | Q1 2023 | 9 |
TSFG, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.15% | 1.19% | 2.42% | Q3 2021 | Q3 2023 | 9 |
Covington Capital Management | 5 | 4 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 1.34% | 1.81% | 3.04% | Q4 2021 | Q4 2023 | 9 |
Financial Architects, Inc | 6 | 2 | 0.04% | 0.33% | 0.66% | Q4 2020 | Q4 2022 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 8 | 8 | 0.22% | 1.09% | 1.97% | Q2 2018 | Q1 2020 | 8 |
BLAIR WILLIAM & CO/IL | 5 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Northwest Capital Management Inc | 8 | 8 | 0.14% | 0.28% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Private Harbour Investment Management & Counsel, LLC | 8 | 8 | 0.98% | 5.25% | 8.77% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 8 |
EPG Wealth Management LLC | 8 | 8 | 0.06% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.24% | 0.49% | Q1 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.30% | Q2 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.05% | 0.11% | 0.17% | Q4 2020 | Q3 2022 | 8 |
Redhawk Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.25% | 0.55% | Q1 2022 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.54% | 1.08% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.46% | 1.57% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.81% | 0.96% | 1.11% | Q4 2021 | Q3 2023 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 2 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2023 | 8 |
Horan Securities, Inc. | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 8 | 8 | 0.02% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Proficio Capital Partners LLC | 5 | 3 | 0.07% | 0.53% | 1.68% | Q4 2018 | Q3 2022 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.21% | 0.85% | Q2 2018 | Q3 2022 | 8 |
MD Financial Management Inc. | 6 | 2 | 0.15% | 0.63% | 1.36% | Q1 2019 | Q1 2021 | 8 |
Private Ocean, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.96% | 1.26% | 1.46% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PEAK FINANCIAL ADVISORS LLC | 4 | 1 | 0.11% | 3.58% | 6.63% | Q4 2020 | Q2 2023 | 8 |
Harbour Capital Advisors, LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q2 2018 | Q1 2020 | 8 |
Marion Wealth Management | 8 | 8 | 0.38% | 2.36% | 4.24% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
Astor Investment Management LLC | 5 | 1 | 0.00% | 2.06% | 7.81% | Q2 2018 | Q1 2022 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.14% | 0.24% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 3.91% | 5.91% | 6.80% | Q4 2021 | Q3 2023 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q4 2021 | 8 |
TI-TRUST, INC | 8 | 8 | 0.13% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Valtinson Bruner Financial Planning LLC | 8 | 8 | 0.10% | 0.67% | 1.44% | Q2 2021 | Q1 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 1.91% | 3.12% | 4.54% | Q4 2021 | Q3 2023 | 8 |
ELEMENT POINTE ADVISORS, LLC | 5 | 3 | 0.11% | 0.57% | 2.51% | Q4 2018 | Q1 2022 | 8 |
STEPHENS INC /AR/ | 7 | 1 | 0.00% | 0.21% | 0.70% | Q2 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.01% | 0.28% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.53% | 0.72% | 0.92% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.06% | 0.26% | 0.57% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.09% | 0.24% | 0.52% | Q4 2020 | Q2 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Summit Global Investments | 8 | 8 | 0.23% | 0.68% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.83% | 4.47% | 5.94% | Q4 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 7 |
Avior Wealth Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 7 | 7 | 0.27% | 0.36% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Clear Creek Financial Management, LLC | 7 | 7 | 0.04% | 0.14% | 0.25% | Q2 2021 | Q4 2022 | 7 |
Capital Wealth Alliance, LLC | 7 | 7 | 0.30% | 0.39% | 0.47% | Q1 2022 | Q3 2023 | 7 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 1.60% | 2.01% | 2.38% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Sunflower Bank, N.A. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.16% | 0.23% | 0.32% | Q1 2021 | Q3 2022 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 7 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.18% | 0.23% | 0.28% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 7 |
Round Table Services, LLC | 7 | 7 | 0.05% | 0.07% | 0.13% | Q1 2021 | Q3 2022 | 7 |
FIRST COMMUNITY TRUST NA | 7 | 7 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 7 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 7 | 7 | 2.27% | 2.95% | 3.74% | Q1 2022 | Q3 2023 | 7 |
Evolution Wealth Advisors, LLC | 5 | 2 | 0.07% | 2.68% | 4.85% | Q2 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Pasadena Private Wealth, LLC | 5 | 1 | 0.15% | 0.20% | 0.23% | Q4 2018 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Essex Financial Services, Inc. | 5 | 2 | 0.02% | 0.12% | 0.35% | Q2 2021 | Q1 2023 | 7 |
Trinity Wealth Management, LLC | 7 | 7 | 1.26% | 1.43% | 1.50% | Q2 2021 | Q4 2022 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DEFINED WEALTH MANAGEMENT, LLC | 7 | 7 | 0.34% | 0.77% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.04% | 0.06% | 0.07% | Q3 2011 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q3 2022 | 7 |
Latitude Advisors, LLC | 5 | 2 | 0.06% | 1.13% | 2.91% | Q3 2021 | Q3 2023 | 7 |
Certified Advisory Corp | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
USAdvisors Wealth Management, LLC | 7 | 7 | 0.36% | 0.45% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Cadent Capital Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
McNamara Financial Services, Inc. | 7 | 7 | 0.17% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.10% | 2.14% | 4.15% | Q2 2021 | Q4 2022 | 7 |
Endowment Wealth Management, Inc. | 7 | 7 | 0.27% | 0.31% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 7 |
Ascent Group, LLC | 6 | 1 | 0.05% | 0.18% | 0.34% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.04% | 0.13% | 0.19% | Q1 2021 | Q1 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bridge Advisory, LLC | 7 | 7 | 0.19% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
First PREMIER Bank | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.18% | 0.20% | 0.25% | Q1 2022 | Q2 2023 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 6 |
CPR Investments Inc. | 6 | 6 | 4.19% | 7.32% | 13.07% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.06% | 0.34% | 0.46% | Q2 2018 | Q3 2019 | 6 |
PACIFIC FINANCIAL GROUP INC | 5 | 1 | 1.21% | 2.21% | 3.64% | Q2 2021 | Q3 2023 | 6 |
Archer Investment Corp | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q4 2022 | 6 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.14% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 1 | 0.04% | 0.52% | 1.30% | Q2 2019 | Q4 2022 | 6 |
SigFig Wealth Management, LLC | 6 | 6 | 1.31% | 2.74% | 3.43% | Q2 2022 | Q3 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.05% | 0.10% | 0.15% | Q1 2022 | Q2 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Jackson Wealth Management, LLC | 5 | 1 | 0.09% | 0.24% | 0.45% | Q1 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Private Advisory Group LLC | 5 | 1 | 0.05% | 0.27% | 0.71% | Q4 2021 | Q2 2023 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.09% | 0.55% | 0.85% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Cannell & Co. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.18% | 0.74% | Q2 2018 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 4 | 1 | 0.15% | 0.26% | 0.32% | Q1 2021 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
GoalVest Advisory LLC | 4 | 2 | 1.24% | 1.64% | 2.11% | Q1 2021 | Q4 2022 | 6 |
Center For Asset Management LLC | 6 | 6 | 0.16% | 0.37% | 0.80% | Q1 2021 | Q2 2022 | 6 |
Total Clarity Wealth Management, Inc. | 5 | 1 | 0.01% | 0.42% | 1.01% | Q1 2021 | Q3 2022 | 6 |
JAMES INVESTMENT RESEARCH INC | 4 | 2 | 0.00% | 0.09% | 0.27% | Q4 2020 | Q3 2023 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Clearwater Capital Advisors, LLC | 6 | 6 | 0.06% | 0.61% | 0.98% | Q3 2018 | Q4 2019 | 6 |
GLENMEDE TRUST CO NA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Rehmann Capital Advisory Group | 5 | 1 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q4 2021 | 6 |
SFG Wealth Management, LLC. | 6 | 6 | 1.06% | 1.80% | 2.46% | Q4 2021 | Q1 2023 | 6 |
KCS Wealth Advisory | 5 | 1 | 0.00% | 0.23% | 0.35% | Q3 2019 | Q1 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
CX Institutional | 5 | 5 | 0.01% | 0.35% | 0.82% | Q1 2022 | Q1 2023 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.14% | 1.71% | 4.39% | Q4 2020 | Q4 2021 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q1 2023 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.08% | 0.24% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.03% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 5 |
Johnson Financial Group, LLC | 5 | 5 | 0.11% | 0.19% | 0.46% | Q3 2022 | Q3 2023 | 5 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.10% | 0.37% | 1.28% | Q3 2019 | Q3 2021 | 5 |
Roble, Belko & Company, Inc | 4 | 1 | 0.02% | 0.34% | 1.54% | Q4 2021 | Q3 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.10% | 0.26% | 0.37% | Q3 2021 | Q3 2022 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Virtue Capital Management, LLC | 5 | 5 | 0.14% | 0.28% | 0.52% | Q3 2022 | Q3 2023 | 5 |
OARSMAN CAPITAL, INC. | 5 | 5 | 0.37% | 0.99% | 1.31% | Q3 2022 | Q3 2023 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.38% | 0.56% | 0.70% | Q2 2021 | Q2 2022 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.01% | 0.08% | 0.18% | Q1 2021 | Q1 2022 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
NTV ASSET MANAGEMENT LLC | 5 | 5 | 0.56% | 0.68% | 0.82% | Q2 2018 | Q2 2019 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.08% | 0.26% | 0.40% | Q1 2022 | Q1 2023 | 5 |
Worth Asset Management, LLC | 4 | 1 | 0.00% | 2.90% | 5.50% | Q1 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.02% | 0.07% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.26% | 1.98% | 2.67% | Q2 2022 | Q2 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
HAZLETT, BURT & WATSON, INC. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CABOT WEALTH MANAGEMENT INC | 5 | 5 | 0.34% | 0.36% | 0.38% | Q2 2019 | Q2 2020 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.06% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 3.91% | 6.44% | 8.25% | Q2 2018 | Q2 2019 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.15% | 0.26% | 0.40% | Q2 2021 | Q2 2022 | 5 |
London & Capital Asset Management Ltd | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
SOROS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.12% | 0.27% | Q3 2021 | Q3 2022 | 5 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.13% | 0.15% | 0.19% | Q3 2018 | Q3 2019 | 5 |
Kowal Investment Group, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Ameraudi Asset Management, Inc. | 5 | 5 | 0.48% | 0.62% | 0.70% | Q1 2021 | Q1 2022 | 5 |
WINTRUST INVESTMENTS LLC | 3 | 2 | 0.17% | 0.33% | 0.43% | Q3 2021 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Q3 Asset Management | 3 | 1 | 0.34% | 1.15% | 1.45% | Q1 2020 | Q3 2021 | 5 |
BlackRock Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 5 |
Arrow Investment Advisors, LLC | 5 | 5 | 0.14% | 0.27% | 0.34% | Q4 2021 | Q4 2022 | 5 |
All Season Financial Advisors, Inc. | 4 | 1 | 1.21% | 3.59% | 4.96% | Q2 2021 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.50% | 1.01% | Q4 2018 | Q1 2023 | 5 |
Oder Investment Management, LLC | 5 | 5 | 0.92% | 1.12% | 1.44% | Q1 2021 | Q1 2022 | 5 |
Demars Financial Group, LLC | 5 | 5 | 0.10% | 0.80% | 2.60% | Q1 2022 | Q1 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.16% | 0.35% | 0.62% | Q3 2022 | Q3 2023 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Mount Lucas Management LP | 5 | 5 | 0.24% | 0.26% | 0.32% | Q1 2021 | Q1 2022 | 5 |
KENFARB & CO. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2019 | 5 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 5 |
JFG Wealth Management, LLC | 5 | 5 | 0.09% | 0.22% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
COWA, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.11% | 0.21% | 0.30% | Q3 2019 | Q2 2020 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.13% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Live Your Vision, LLC | 4 | 4 | 1.21% | 1.49% | 1.80% | Q2 2018 | Q1 2019 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.01% | 0.21% | 0.54% | Q1 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
SMI Advisory Services, LLC | 3 | 1 | 3.88% | 4.97% | 5.83% | Q4 2021 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.47% | 0.55% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Ulland Investment Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.69% | 0.86% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 2.42% | 4.28% | 5.35% | Q4 2020 | Q3 2021 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
Carmichael Hill & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Virginia National Bank | 4 | 4 | 0.97% | 1.14% | 1.38% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 1.07% | 1.74% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Columbus Macro, LLC | 2 | 1 | 0.20% | 0.26% | 0.33% | Q1 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.02% | 0.20% | 0.26% | Q3 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.11% | 0.94% | 1.89% | Q1 2022 | Q4 2022 | 4 |
Corundum Group, Inc. | 4 | 4 | 0.15% | 0.18% | 0.23% | Q3 2022 | Q2 2023 | 4 |
Naviter Wealth, LLC | 4 | 4 | 0.42% | 3.50% | 5.61% | Q1 2022 | Q4 2022 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Keel Point, LLC | 4 | 4 | 0.04% | 0.15% | 0.25% | Q1 2021 | Q4 2021 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WEALTH MANAGEMENT RESOURCES, INC. | 3 | 1 | 3.46% | 3.86% | 4.72% | Q2 2022 | Q3 2023 | 4 |
THEORY FINANCIAL LLC | 2 | 2 | 1.99% | 2.20% | 2.56% | Q1 2022 | Q1 2023 | 4 |
Good Life Advisors, LLC | 2 | 1 | 0.02% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.86% | 0.97% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ALM First Financial Advisors, LLC | 4 | 4 | 1.16% | 1.22% | 1.27% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.12% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q2 2022 | 4 |
NATIXIS ADVISORS, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.57% | 1.18% | Q4 2020 | Q3 2021 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.64% | 1.00% | Q1 2022 | Q4 2022 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.31% | 0.38% | 0.46% | Q2 2022 | Q1 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.86% | 1.19% | 1.73% | Q4 2021 | Q3 2022 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
MENLO ADVISORS LLC | 4 | 4 | 0.42% | 0.57% | 0.67% | Q2 2021 | Q1 2022 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Engrave Wealth Partners LLC | 4 | 4 | 3.07% | 3.31% | 3.76% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.05% | 0.46% | 0.78% | Q4 2019 | Q2 2021 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.16% | 0.25% | 0.33% | Q4 2020 | Q3 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Asset Management Resources, LLC | 4 | 4 | 0.28% | 1.69% | 2.84% | Q1 2022 | Q4 2022 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.40% | 0.58% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Summit X, LLC | 4 | 4 | 0.34% | 0.49% | 0.57% | Q1 2022 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2022 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 4 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 2.17% | 3.24% | 5.10% | Q2 2022 | Q4 2022 | 3 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 3 |
Curran Financial Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.78% | 1.03% | 1.20% | Q2 2022 | Q4 2022 | 3 |
Lantz Financial LLC | 3 | 3 | 0.15% | 0.20% | 0.24% | Q2 2019 | Q4 2019 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 2.48% | 2.62% | 2.70% | Q2 2018 | Q4 2018 | 3 |
Jefferies Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.40% | 0.41% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 1.20% | 1.27% | 1.38% | Q1 2023 | Q3 2023 | 3 |
Navis Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Cypress Capital Group | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Vantage Financial Partners Ltd., Inc. | 2 | 1 | 0.11% | 0.19% | 0.36% | Q2 2022 | Q1 2023 | 3 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.14% | 0.35% | Q1 2021 | Q4 2022 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.01% | 0.17% | 0.46% | Q2 2022 | Q3 2023 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.84% | 2.53% | 3.84% | Q2 2022 | Q3 2023 | 3 |
Legacy Private Trust Co. | 2 | 1 | 0.06% | 0.12% | 0.20% | Q2 2018 | Q2 2022 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 4.07% | 4.22% | 4.44% | Q1 2021 | Q3 2021 | 3 |
Biltmore Wealth Management, LLC | 3 | 3 | 1.62% | 4.88% | 7.14% | Q2 2018 | Q4 2018 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.00% | 1.13% | 3.39% | Q1 2021 | Q3 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.32% | 0.45% | 0.53% | Q3 2020 | Q2 2021 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 3 |
Brown Miller Wealth Management, LLC | 3 | 3 | 0.20% | 0.25% | 0.27% | Q3 2022 | Q1 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.09% | 0.21% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.31% | 0.72% | 1.11% | Q4 2021 | Q2 2022 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Transform Wealth, LLC | 2 | 1 | 0.39% | 0.53% | 0.78% | Q1 2022 | Q3 2023 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.39% | 1.23% | 2.15% | Q2 2018 | Q4 2019 | 3 |
SEARCY FINANCIAL SERVICES INC /ADV | 3 | 3 | 6.15% | 7.09% | 7.58% | Q2 2022 | Q4 2022 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.03% | 0.15% | 0.23% | Q2 2022 | Q4 2022 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Bell Rock Capital LLC | 2 | 1 | 0.31% | 0.51% | 0.69% | Q4 2021 | Q3 2022 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.10% | 0.22% | Q1 2021 | Q2 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.43% | 1.58% | 2.40% | Q4 2021 | Q2 2022 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.36% | 1.25% | 2.85% | Q3 2021 | Q3 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.08% | 0.19% | Q4 2019 | Q4 2022 | 3 |
Savior LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 1.36% | 1.38% | 1.39% | Q2 2018 | Q4 2018 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.08% | 0.18% | 0.35% | Q1 2022 | Q3 2022 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Corient Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.10% | 0.63% | 0.92% | Q4 2022 | Q2 2023 | 3 |
&PARTNERS | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
B, B, H, & B INC. | 3 | 3 | 2.67% | 3.82% | 4.77% | Q3 2021 | Q1 2022 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
Rinkey Investments | 3 | 3 | 2.41% | 2.72% | 3.18% | Q4 2021 | Q2 2022 | 3 |
Orgel Wealth Management, LLC | 3 | 3 | 0.56% | 0.71% | 0.80% | Q3 2018 | Q1 2019 | 3 |
Blue Sky Asset Management, LLC | 2 | 1 | 0.18% | 5.72% | 13.20% | Q2 2018 | Q4 2020 | 3 |
Centennial Wealth Advisory LLC | 2 | 1 | 2.22% | 2.72% | 3.68% | Q1 2021 | Q1 2022 | 3 |
Trek Financial, LLC | 2 | 1 | 0.05% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.59% | 1.25% | 2.48% | Q3 2018 | Q1 2022 | 3 |
Wright Fund Management, LLC | 1 | 1 | 0.01% | 10.39% | 30.58% | Q1 2022 | Q3 2023 | 3 |
Occidental Asset Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 3 | 3 | 6.51% | 9.51% | 11.42% | Q2 2021 | Q4 2021 | 3 |
Greenlight Capital | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.28% | 0.30% | 0.35% | Q2 2018 | Q4 2018 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2021 | 3 |
Nicholas Hoffman & Company, LLC. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 1 | 0.14% | 0.54% | 1.23% | Q2 2018 | Q3 2020 | 3 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 6.06% | 18.17% | Q2 2022 | Q4 2022 | 3 |
SWMG, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q1 2023 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Advisory Resource Group | 2 | 2 | 0.48% | 0.85% | 1.23% | Q1 2021 | Q2 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.31% | 0.48% | 0.66% | Q1 2021 | Q1 2022 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q3 2021 | 2 |
Oribel Capital Management, LP | 1 | 1 | 0.86% | 1.11% | 1.36% | Q2 2021 | Q4 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.15% | 0.35% | 0.55% | Q1 2021 | Q2 2021 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TPG Financial Advisors, LLC | 2 | 2 | 3.52% | 4.73% | 5.93% | Q4 2018 | Q1 2019 | 2 |
True North Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q2 2022 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 3.23% | 3.67% | 4.10% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.10% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RETIREMENT INCOME SOLUTIONS, INC | 2 | 2 | 0.55% | 0.75% | 0.94% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Apriem Advisors | 2 | 2 | 7.02% | 7.08% | 7.15% | Q2 2018 | Q3 2018 | 2 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.15% | 0.20% | 0.25% | Q4 2022 | Q2 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 1.41% | 2.81% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.19% | 0.37% | Q4 2019 | Q3 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.28% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q4 2022 | Q1 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Twelve Points Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
One Capital Management, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q2 2022 | 2 |
PFG Advisors | 2 | 2 | 0.12% | 0.20% | 0.27% | Q1 2022 | Q2 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2022 | Q2 2022 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.13% | 4.56% | 8.98% | Q4 2019 | Q3 2020 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2022 | 2 |
Goldstein Advisors, LLC | 2 | 2 | 2.08% | 2.19% | 2.30% | Q4 2022 | Q1 2023 | 2 |
Axiom Financial Strategies, LLC | 2 | 2 | 0.74% | 1.14% | 1.53% | Q3 2021 | Q4 2021 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Friedenthal Financial | 1 | 1 | 3.39% | 3.49% | 3.58% | Q1 2020 | Q2 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 2 |
Prostatis Group LLC | 2 | 2 | 0.53% | 0.59% | 0.66% | Q1 2023 | Q2 2023 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2021 | Q2 2021 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q1 2021 | Q2 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
MBL Wealth, LLC | 1 | 1 | 0.07% | 0.16% | 0.24% | Q1 2021 | Q3 2021 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q2 2022 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.44% | 7.80% | 15.16% | Q1 2022 | Q2 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.61% | 0.71% | 0.81% | Q3 2022 | Q4 2022 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2020 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2023 | Q3 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MOLLER WEALTH PARTNERS | 2 | 2 | 7.12% | 7.52% | 7.92% | Q2 2018 | Q3 2018 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 3.00% | 7.91% | 12.83% | Q1 2022 | Q2 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.65% | 0.77% | 0.90% | Q4 2021 | Q1 2022 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.08% | 0.15% | 0.21% | Q3 2020 | Q4 2020 | 2 |
PFM Asset Management LLC | 2 | 2 | 0.10% | 1.89% | 3.68% | Q2 2021 | Q3 2021 | 2 |
UNITED BANK | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.16% | 1.16% | 1.16% | Q2 2018 | Q3 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 2 |
NKCFO LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
McBroom & Associates, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 2 | 2 | 0.66% | 0.76% | 0.86% | Q4 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 3.02% | 3.07% | 3.12% | Q2 2018 | Q3 2018 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q4 2022 | 2 |
StoneX Group Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q3 2018 | Q4 2018 | 2 |
Farmer Steven Patrick | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
American Money Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2019 | Q2 2019 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bison Wealth, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CERTUITY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2021 | Q1 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 5.23% | 5.23% | 5.23% | Q3 2021 | Q3 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Addison Capital Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KCL Capital, L.P. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2022 | Q1 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2019 | Q3 2019 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Glenview Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 4.12% | 4.12% | 4.12% | Q3 2021 | Q3 2021 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2018 | Q2 2018 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2022 | Q2 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NextCapital Advisers, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2022 | Q2 2022 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Wavelength Capital Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2022 | Q4 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Golden State Equity Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2022 | Q2 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Sentinus, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2022 | Q3 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
New World Advisors LLC | 1 | 1 | 9.00% | 9.00% | 9.00% | Q2 2021 | Q2 2021 | 1 |
Keystone Financial Group | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2018 | Q2 2018 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Filament LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2018 | Q4 2018 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 2.59% | 2.59% | 2.59% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2023 | Q3 2023 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2021 | Q3 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Matrix Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2021 | Q4 2021 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ADE, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own INVESCO ACTIVLY MANGD ETC FD or have owned INVESCO ACTIVLY MANGD ETC FD in the past.