Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 63 |
Cutler Group LLC / CA | 18 | 2 | 0.00% | 0.02% | 0.31% | Q3 2018 | Q3 2023 | 52 |
WOLVERINE TRADING, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 47 |
JANE STREET GROUP, LLC | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 46 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 45 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2023 | 32 |
BARCLAYS PLC | 11 | 8 | 0.00% | 0.00% | 0.06% | Q2 2018 | Q3 2023 | 31 |
Cetera Investment Advisers | 22 | 22 | 0.00% | 0.23% | 0.82% | Q2 2018 | Q3 2023 | 30 |
Sutton Wealth Advisors Inc. | 18 | 12 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 29 |
Parallax Volatility Advisers, L.P. | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.76% | 1.19% | 1.58% | Q1 2016 | Q4 2022 | 28 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.02% | 0.24% | Q2 2018 | Q3 2023 | 27 |
UBS Group AG | 22 | 22 | 0.00% | 0.18% | 0.29% | Q2 2018 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.08% | 0.21% | Q2 2018 | Q3 2023 | 25 |
First National Bank of Mount Dora, Trust Investment Services | 23 | 23 | 0.68% | 0.86% | 0.98% | Q2 2018 | Q4 2023 | 23 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.42% | 0.96% | Q2 2018 | Q3 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2023 | 23 |
Curbstone Financial Management Corp | 23 | 23 | 0.82% | 1.04% | 1.38% | Q2 2018 | Q4 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.05% | 0.21% | 0.60% | Q2 2018 | Q4 2023 | 23 |
Private Advisor Group, LLC | 22 | 22 | 0.00% | 0.41% | 0.87% | Q2 2018 | Q3 2023 | 23 |
Ancora Advisors LLC | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 23 |
Fragasso Group Inc. | 23 | 23 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2023 | 23 |
Atria Investments, Inc | 22 | 22 | 0.08% | 0.20% | 0.78% | Q2 2018 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 22 | 22 | 0.04% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
BRAUN STACEY ASSOCIATES INC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.09% | 1.14% | Q2 2018 | Q3 2023 | 22 |
Buffington Mohr McNeal | 22 | 22 | 0.37% | 0.47% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 22 | 22 | 7.91% | 8.35% | 9.08% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Santori & Peters, Inc. | 22 | 22 | 0.20% | 0.58% | 1.17% | Q2 2018 | Q3 2023 | 22 |
Cambridge Advisors Inc. | 22 | 22 | 0.19% | 0.23% | 0.28% | Q2 2018 | Q3 2023 | 22 |
WADE G W & INC | 22 | 22 | 0.09% | 0.14% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.08% | 0.38% | 0.63% | Q2 2018 | Q3 2023 | 22 |
GREENLEAF TRUST | 22 | 22 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Penbrook Management LLC | 22 | 22 | 0.22% | 0.59% | 2.40% | Q2 2018 | Q3 2023 | 22 |
Oxbow Advisors, LLC | 22 | 22 | 0.69% | 1.57% | 2.79% | Q2 2018 | Q3 2023 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.60% | 0.84% | 1.22% | Q2 2018 | Q3 2023 | 22 |
Paulson Wealth Management Inc. | 22 | 22 | 0.15% | 0.51% | 1.99% | Q2 2018 | Q3 2023 | 22 |
Seelaus Asset Management LLC | 22 | 22 | 0.82% | 1.19% | 1.70% | Q2 2018 | Q3 2023 | 22 |
Prime Capital Investment Advisors, LLC | 22 | 22 | 0.06% | 0.73% | 1.34% | Q2 2018 | Q3 2023 | 22 |
D L CARLSON INVESTMENT GROUP INC | 22 | 22 | 0.08% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
PEDDOCK CAPITAL ADVISORS, LLC | 22 | 22 | 0.98% | 1.42% | 2.00% | Q2 2018 | Q3 2023 | 22 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 22 | 0.26% | 0.35% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.24% | 0.40% | 0.61% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.03% | 1.36% | 4.37% | Q2 2018 | Q3 2023 | 22 |
Sterneck Capital Management, LLC | 22 | 22 | 3.75% | 8.47% | 10.19% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 1.73% | 1.98% | 2.30% | Q2 2018 | Q3 2023 | 22 |
Essex Financial Services, Inc. | 22 | 22 | 0.44% | 0.75% | 1.15% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.11% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Main Management LLC | 22 | 22 | 2.29% | 2.75% | 2.94% | Q2 2018 | Q3 2023 | 22 |
Weil Company, Inc. | 22 | 22 | 0.49% | 0.67% | 0.83% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.31% | 0.72% | 1.78% | Q2 2018 | Q3 2023 | 22 |
FIRST MERCHANTS CORP | 22 | 22 | 0.20% | 0.75% | 2.35% | Q2 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 22 | 22 | 0.07% | 0.33% | 0.72% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.07% | 0.12% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Shoker Investment Counsel, Inc. | 22 | 22 | 0.40% | 0.56% | 0.84% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.03% | 0.14% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Abbrea Capital, LLC | 22 | 22 | 0.10% | 0.80% | 1.96% | Q2 2018 | Q3 2023 | 22 |
FineMark National Bank & Trust | 22 | 22 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.14% | 0.20% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 22 | 0.25% | 0.30% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Conservest Capital Advisors, Inc. | 22 | 22 | 0.18% | 0.24% | 0.35% | Q2 2018 | Q3 2023 | 22 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NWAM LLC | 22 | 22 | 0.09% | 0.77% | 1.16% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Csenge Advisory Group | 22 | 22 | 3.71% | 5.99% | 9.60% | Q2 2018 | Q3 2023 | 22 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.19% | 0.53% | 1.00% | Q2 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 22 | 0.05% | 0.19% | 1.16% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.04% | 0.34% | 0.70% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.08% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.03% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.04% | 0.15% | 0.27% | Q2 2018 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.08% | 0.68% | 1.77% | Q2 2018 | Q3 2023 | 22 |
Wealth Architects, LLC | 22 | 22 | 0.10% | 0.12% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Klingman & Associates, LLC | 22 | 22 | 0.08% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.01% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Trilogy Capital Inc. | 22 | 22 | 0.04% | 0.80% | 1.82% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.44% | 0.63% | 0.85% | Q2 2018 | Q3 2023 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.39% | 0.54% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Sheaff Brock Investment Advisors, LLC | 22 | 22 | 0.03% | 0.07% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Hanson & Doremus Investment Management | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Clearstead Advisors, LLC | 22 | 22 | 0.08% | 0.18% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Bison Wealth, LLC | 22 | 22 | 0.48% | 1.26% | 2.18% | Q2 2018 | Q3 2023 | 22 |
Parisi Gray Wealth Management | 22 | 22 | 0.60% | 0.73% | 0.96% | Q2 2018 | Q3 2023 | 22 |
1832 Asset Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Monument Capital Management | 22 | 22 | 0.72% | 1.71% | 2.64% | Q2 2018 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.54% | 0.96% | 1.38% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.05% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Annex Advisory Services, LLC | 22 | 22 | 0.03% | 2.61% | 8.37% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 22 | 22 | 0.09% | 0.47% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Biondo Investment Advisors, LLC | 22 | 22 | 0.12% | 0.20% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Eldridge Investment Advisors, Inc. | 22 | 22 | 1.71% | 2.64% | 4.18% | Q2 2018 | Q3 2023 | 22 |
WEALTHSOURCE PARTNERS, LLC | 22 | 22 | 0.04% | 0.24% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Bryn Mawr Capital Management, LLC | 22 | 22 | 0.40% | 2.28% | 5.14% | Q2 2018 | Q3 2023 | 22 |
Blue Chip Partners, LLC | 22 | 22 | 0.09% | 0.23% | 0.87% | Q2 2018 | Q3 2023 | 22 |
Jackson, Grant Investment Advisers, Inc. | 22 | 22 | 7.98% | 8.55% | 10.33% | Q2 2018 | Q3 2023 | 22 |
West Oak Capital, LLC | 22 | 22 | 0.25% | 0.38% | 0.48% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.12% | 0.39% | 0.76% | Q2 2018 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 22 | 22 | 3.03% | 3.96% | 4.77% | Q2 2018 | Q3 2023 | 22 |
New Potomac Partners, LLC | 22 | 22 | 0.10% | 0.35% | 0.88% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.16% | 0.37% | 0.63% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.13% | 0.20% | 0.27% | Q2 2018 | Q3 2023 | 22 |
LOWE BROCKENBROUGH & CO INC | 22 | 22 | 0.12% | 1.94% | 4.14% | Q2 2018 | Q3 2023 | 22 |
MERIDIAN INVESTMENT COUNSEL INC. | 22 | 22 | 0.11% | 0.29% | 0.96% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.10% | 0.31% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.44% | 0.80% | 1.77% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.22% | 0.49% | 0.95% | Q2 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.03% | 0.24% | 0.55% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.17% | 0.35% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.21% | 0.41% | 1.00% | Q2 2018 | Q3 2023 | 22 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.16% | 0.36% | 1.06% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.49% | 1.42% | 3.71% | Q2 2018 | Q3 2023 | 22 |
Peterson Wealth Advisors, LLC | 22 | 22 | 0.16% | 0.38% | 0.84% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.11% | 0.29% | 0.48% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.21% | 0.55% | 1.13% | Q2 2018 | Q3 2023 | 22 |
McAdam, LLC | 22 | 22 | 2.36% | 3.29% | 4.35% | Q2 2018 | Q3 2023 | 22 |
ATWOOD & PALMER INC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Stelac Advisory Services LLC | 22 | 22 | 0.36% | 1.74% | 5.23% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL BANK SIOUX FALLS | 22 | 22 | 0.56% | 1.22% | 2.16% | Q2 2018 | Q3 2023 | 22 |
Beaton Management Co. Inc. | 22 | 22 | 0.79% | 0.88% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Dana Investment Advisors, Inc. | 22 | 22 | 0.08% | 0.15% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Tiller Private Wealth, Inc. | 22 | 22 | 0.59% | 7.28% | 19.23% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.01% | 0.11% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Waverly Advisors, LLC | 22 | 22 | 0.06% | 0.71% | 3.06% | Q2 2018 | Q3 2023 | 22 |
FCA CORP /TX | 22 | 22 | 1.31% | 1.67% | 2.06% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.09% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.01% | 1.51% | 3.22% | Q2 2018 | Q3 2023 | 22 |
GFS Advisors, LLC | 22 | 22 | 0.10% | 0.27% | 0.59% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.01% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 22 | 7.89% | 9.19% | 9.96% | Q2 2018 | Q3 2023 | 22 |
Carnegie Capital Asset Management, LLC | 22 | 22 | 0.10% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.04% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
America First Investment Advisors, LLC | 22 | 22 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.02% | 0.34% | 1.95% | Q2 2018 | Q3 2023 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.22% | 0.38% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Ironwood Financial, llc | 22 | 22 | 0.03% | 0.24% | 0.62% | Q2 2018 | Q3 2023 | 22 |
First PREMIER Bank | 22 | 22 | 0.00% | 0.34% | 0.54% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.00% | 0.04% | 0.77% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.06% | 0.21% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Haverford Trust Co | 22 | 22 | 0.13% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Gs Investments, Inc. | 22 | 22 | 0.13% | 0.23% | 0.71% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Triangle Securities Wealth Management | 22 | 22 | 0.37% | 0.48% | 0.69% | Q2 2018 | Q3 2023 | 22 |
Port Capital LLC | 22 | 22 | 0.69% | 1.22% | 2.32% | Q2 2018 | Q3 2023 | 22 |
SHUFRO ROSE & CO LLC | 22 | 22 | 0.08% | 4.37% | 6.89% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
L. Roy Papp & Associates, LLP | 22 | 22 | 0.24% | 0.76% | 0.94% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 21 | 1 | 0.19% | 0.37% | 0.49% | Q3 2011 | Q3 2023 | 22 |
MONTAG A & ASSOCIATES INC | 22 | 22 | 0.62% | 0.88% | 1.44% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.17% | 0.26% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.24% | 1.43% | 6.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.01% | 0.07% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Aspen Investment Management Inc | 22 | 22 | 0.72% | 2.56% | 4.63% | Q2 2018 | Q3 2023 | 22 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.09% | 0.20% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.49% | 1.57% | 3.64% | Q2 2018 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 22 | 22 | 0.10% | 0.28% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Caprock Group, LLC | 22 | 22 | 0.19% | 0.28% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 22 | 22 | 0.03% | 0.33% | 0.92% | Q2 2018 | Q3 2023 | 22 |
Gateway Advisory, LLC | 22 | 22 | 0.04% | 1.06% | 5.51% | Q2 2018 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.06% | 0.44% | 1.55% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DeDora Capital, Inc. | 22 | 22 | 2.90% | 9.83% | 21.44% | Q2 2018 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 22 | 22 | 0.02% | 0.41% | 1.12% | Q2 2018 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 22 | 22 | 0.11% | 0.17% | 0.25% | Q2 2018 | Q3 2023 | 22 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 22 | 18.70% | 20.05% | 20.86% | Q2 2018 | Q3 2023 | 22 |
Financial Advisory Group | 22 | 22 | 0.72% | 1.03% | 1.23% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.02% | 0.34% | 1.19% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.21% | 0.49% | 1.00% | Q1 2016 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
GENERAL AMERICAN INVESTORS CO INC | 22 | 22 | 0.26% | 0.34% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22 | 22 | 0.09% | 0.42% | 0.81% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.25% | 0.38% | 0.57% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.17% | 0.30% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Valmark Advisers, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Baltimore-Washington Financial Advisors, Inc. | 22 | 22 | 1.30% | 1.85% | 3.75% | Q2 2018 | Q3 2023 | 22 |
NTV ASSET MANAGEMENT LLC | 22 | 22 | 1.89% | 2.56% | 3.12% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.08% | 0.27% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Sharkey, Howes & Javer | 22 | 22 | 0.17% | 4.27% | 21.50% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 22 | 22 | 0.05% | 0.15% | 0.60% | Q2 2018 | Q3 2023 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 0.68% | 2.53% | 4.48% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 22 | 22 | 0.25% | 0.46% | 0.87% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL BANK OF OMAHA | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
REDW Wealth LLC | 22 | 22 | 2.34% | 3.41% | 5.80% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.15% | 0.33% | 0.85% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.08% | 2.23% | 5.24% | Q2 2018 | Q3 2023 | 22 |
Peak Asset Management, LLC | 22 | 22 | 0.50% | 0.85% | 1.72% | Q2 2018 | Q3 2023 | 22 |
WealthShield Partners, LLC | 22 | 22 | 0.23% | 1.03% | 3.06% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 22 | 22 | 0.17% | 0.51% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Well Done, LLC | 22 | 22 | 0.56% | 0.90% | 1.43% | Q2 2018 | Q3 2023 | 22 |
Good Life Advisors, LLC | 22 | 22 | 0.10% | 0.14% | 0.17% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.07% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 22 |
PATTEN & PATTEN INC/TN | 22 | 22 | 0.04% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 22 | 22 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q4 2023 | 22 |
FULTON BREAKEFIELD BROENNIMAN LLC | 22 | 22 | 0.36% | 0.53% | 0.83% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.30% | 0.49% | 0.77% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.15% | 0.50% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Godshalk Welsh Capital Management, Inc. | 22 | 22 | 0.35% | 1.04% | 1.58% | Q2 2018 | Q3 2023 | 22 |
MARCO INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.17% | 0.21% | 0.26% | Q2 2018 | Q3 2023 | 22 |
ADVISORY RESEARCH INC | 22 | 22 | 0.05% | 0.40% | 1.97% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.14% | 1.65% | 3.46% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BURNS J W & CO INC/NY | 22 | 22 | 0.26% | 0.34% | 0.63% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.02% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.06% | 0.16% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Prospera Financial Services Inc | 22 | 22 | 0.21% | 0.56% | 2.73% | Q2 2018 | Q3 2023 | 22 |
CHAI TRUST CO LLC | 22 | 22 | 0.29% | 2.90% | 5.99% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.03% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.13% | 0.79% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 22 | 22 | 0.51% | 1.19% | 2.06% | Q2 2018 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.04% | 3.04% | 8.26% | Q2 2018 | Q3 2023 | 22 |
SPC Financial, Inc. | 22 | 22 | 0.70% | 10.10% | 16.62% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.00% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 22 |
High Falls Advisors, Inc | 12 | 9 | 0.07% | 2.21% | 6.50% | Q2 2018 | Q3 2023 | 21 |
FOUNDERS FINANCIAL SECURITIES LLC | 21 | 21 | 0.30% | 1.24% | 6.05% | Q3 2018 | Q3 2023 | 21 |
Glenview Trust Co | 12 | 9 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Merriman Wealth Management, LLC | 18 | 3 | 0.02% | 0.07% | 0.20% | Q2 2018 | Q3 2023 | 21 |
EQUITABLE TRUST CO | 19 | 2 | 0.05% | 0.26% | 1.22% | Q2 2018 | Q3 2023 | 21 |
Intercontinental Wealth Advisors, LLC | 21 | 21 | 0.10% | 0.32% | 0.49% | Q2 2018 | Q2 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HM PAYSON & CO | 19 | 2 | 0.06% | 0.09% | 0.26% | Q2 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 13 | 8 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.68% | 1.16% | 2.32% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Gerber Kawasaki Wealth & Investment Management | 21 | 21 | 0.04% | 0.12% | 0.22% | Q3 2018 | Q3 2023 | 21 |
WEDBUSH SECURITIES INC | 12 | 9 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 21 |
M&T BANK CORP | 15 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.11% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.52% | 1.33% | 2.01% | Q2 2018 | Q3 2023 | 21 |
FAS Wealth Partners, Inc. | 21 | 21 | 0.10% | 3.04% | 7.32% | Q3 2018 | Q3 2023 | 21 |
First Command Bank | 21 | 21 | 0.02% | 0.35% | 3.86% | Q2 2018 | Q2 2023 | 21 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 8 | 0.00% | 0.18% | 0.96% | Q2 2018 | Q3 2023 | 21 |
Shepherd Financial Partners LLC | 12 | 9 | 0.05% | 0.63% | 3.92% | Q2 2018 | Q3 2023 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 19 | 2 | 0.61% | 0.95% | 1.87% | Q2 2018 | Q3 2023 | 21 |
Ironsides Asset Advisors, LLC | 14 | 7 | 1.15% | 2.74% | 3.77% | Q2 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.02% | 0.16% | 0.80% | Q2 2018 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
PFG Advisors | 21 | 21 | 0.17% | 0.29% | 0.51% | Q3 2018 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 21 | 21 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q2 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.01% | 0.44% | 3.86% | Q2 2018 | Q2 2023 | 21 |
Sequoia Financial Advisors, LLC | 16 | 5 | 0.40% | 1.24% | 2.49% | Q2 2018 | Q3 2023 | 21 |
Lowe Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2023 | 21 |
HT Partners LLC | 14 | 7 | 0.10% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.32% | 0.60% | 0.83% | Q2 2018 | Q2 2023 | 21 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 21 | 0.26% | 0.46% | 0.78% | Q3 2018 | Q3 2023 | 21 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.65% | 1.92% | Q3 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 21 | 21 | 0.13% | 0.58% | 1.20% | Q3 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.11% | 0.44% | 0.82% | Q2 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 11 | 10 | 0.26% | 0.57% | 1.74% | Q2 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 21 | 21 | 0.06% | 0.30% | 0.51% | Q3 2018 | Q3 2023 | 21 |
DAVIS R M INC | 20 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.02% | 0.11% | 0.68% | Q2 2018 | Q3 2023 | 21 |
MAI Capital Management | 14 | 7 | 0.01% | 0.09% | 0.62% | Q2 2018 | Q3 2023 | 21 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 2 | 0.05% | 2.94% | 11.70% | Q2 2018 | Q3 2023 | 21 |
Salomon & Ludwin, LLC | 11 | 8 | 0.01% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 21 |
FIRST UNITED BANK & TRUST | 12 | 9 | 0.10% | 0.99% | 2.08% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.24% | 0.66% | Q3 2018 | Q3 2023 | 21 |
Founders Capital Management | 13 | 8 | 0.28% | 0.51% | 0.96% | Q2 2018 | Q4 2023 | 21 |
BOKF, NA | 12 | 9 | 0.04% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.04% | 2.01% | 5.51% | Q2 2018 | Q2 2023 | 21 |
Savant Capital, LLC | 21 | 21 | 0.02% | 0.08% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Stockman Wealth Management, Inc. | 21 | 21 | 0.06% | 0.57% | 1.14% | Q2 2018 | Q2 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.10% | 3.68% | 13.83% | Q3 2018 | Q3 2023 | 21 |
Capital Asset Advisory Services LLC | 18 | 3 | 0.05% | 0.64% | 2.20% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2023 | 21 |
CRA Financial Services, LLC | 20 | 20 | 0.28% | 0.47% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.15% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Brendel Financial Advisors LLC | 20 | 20 | 0.25% | 0.47% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.70% | 1.59% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.86% | 2.19% | 4.31% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 4.12% | 5.82% | 9.14% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.06% | 0.17% | 0.57% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.09% | 0.18% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.54% | 1.13% | 2.25% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.20% | 0.26% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.90% | 2.08% | 4.74% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 16 | 4 | 1.50% | 2.27% | 3.63% | Q2 2018 | Q2 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 1.20% | 4.59% | 11.87% | Q4 2018 | Q3 2023 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 1.34% | 2.34% | 3.80% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 12 | 1 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 20 |
Horizon Investments, LLC | 11 | 9 | 0.12% | 3.66% | 8.35% | Q3 2018 | Q3 2023 | 20 |
Connecticut Wealth Management, LLC | 10 | 3 | 0.12% | 0.28% | 0.46% | Q2 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.12% | 0.32% | 0.97% | Q4 2018 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 0.12% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.10% | 0.56% | 2.41% | Q4 2018 | Q3 2023 | 20 |
CARRET ASSET MANAGEMENT, LLC | 20 | 20 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 20 | 20 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.08% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.73% | 0.89% | 1.29% | Q1 2019 | Q4 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.21% | 0.93% | 2.19% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.20% | 0.99% | 2.91% | Q4 2018 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.11% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.65% | 2.17% | 8.49% | Q4 2018 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 19 | 1 | 0.46% | 5.23% | 9.52% | Q3 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 1 | 0.02% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.10% | 0.15% | 0.29% | Q2 2018 | Q3 2023 | 20 |
PFS INVESTMENTS INC. | 20 | 20 | 0.14% | 1.74% | 6.30% | Q3 2018 | Q2 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.00% | 0.27% | 0.96% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.21% | 0.38% | 0.59% | Q4 2018 | Q3 2023 | 20 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.12% | 7.78% | 13.68% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 15 | 5 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.27% | 1.08% | 5.06% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 9.23% | 12.81% | 16.64% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.10% | 1.16% | 3.27% | Q2 2018 | Q2 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 2.16% | 5.50% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Darwin Wealth Management, LLC | 11 | 9 | 0.07% | 0.84% | 2.13% | Q2 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.02% | 0.51% | 1.53% | Q4 2018 | Q3 2023 | 20 |
WESCAP Management Group, Inc. | 20 | 20 | 7.33% | 9.17% | 10.31% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.20% | 0.26% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Carmichael Hill & Associates, Inc. | 20 | 20 | 1.40% | 1.71% | 1.99% | Q4 2018 | Q3 2023 | 20 |
MinichMacGregor Wealth Management, LLC | 14 | 2 | 1.26% | 4.95% | 9.91% | Q2 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.01% | 0.27% | 1.22% | Q1 2019 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 19 | 19 | 0.01% | 0.15% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 12 | 7 | 0.01% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.47% | 2.81% | Q4 2018 | Q3 2023 | 19 |
Tennessee Valley Asset Management Partners | 10 | 9 | 0.21% | 0.30% | 0.56% | Q4 2018 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 17 | 2 | 0.01% | 0.12% | 1.47% | Q4 2018 | Q3 2023 | 19 |
Hudock, Inc. | 18 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2023 | 19 |
Veritable, L.P. | 12 | 7 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.14% | 0.51% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Bancorp, Inc. | 13 | 6 | 0.01% | 0.80% | 4.23% | Q4 2018 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.01% | 0.08% | 0.28% | Q2 2018 | Q2 2023 | 19 |
Strategic Investment Advisors / MI | 18 | 1 | 0.09% | 1.21% | 3.47% | Q4 2018 | Q3 2023 | 19 |
Patten Group, Inc. | 12 | 7 | 0.06% | 0.17% | 0.41% | Q2 2018 | Q3 2023 | 19 |
Black Diamond Financial, LLC | 11 | 8 | 0.18% | 0.25% | 0.37% | Q4 2018 | Q3 2023 | 19 |
FIRST FOUNDATION ADVISORS | 14 | 5 | 0.01% | 0.04% | 0.27% | Q4 2018 | Q3 2023 | 19 |
Astor Investment Management LLC | 9 | 3 | 3.19% | 6.62% | 13.14% | Q2 2018 | Q3 2023 | 19 |
FIRST MANHATTAN CO. LLC. | 19 | 19 | 0.00% | 0.01% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Tidal Investments LLC | 19 | 19 | 0.01% | 0.11% | 0.44% | Q1 2019 | Q3 2023 | 19 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 17 | 2 | 0.20% | 0.38% | 0.53% | Q2 2018 | Q3 2023 | 19 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.36% | 0.66% | 1.26% | Q2 2018 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.01% | 0.13% | 0.32% | Q3 2018 | Q3 2023 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.04% | 0.51% | 1.74% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
RFG Advisory, LLC | 11 | 1 | 0.01% | 0.84% | 14.29% | Q2 2018 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 4.30% | 5.85% | 9.26% | Q1 2019 | Q3 2023 | 19 |
Gratus Capital, LLC | 19 | 19 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q4 2022 | 19 |
BRIDGES INVESTMENT MANAGEMENT INC | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.15% | 0.18% | 0.27% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.62% | 2.86% | 6.69% | Q1 2019 | Q3 2023 | 19 |
Weiss Multi-Strategy Advisers LLC | 12 | 7 | 0.01% | 0.32% | 1.37% | Q2 2018 | Q3 2023 | 19 |
MOTCO | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Baker Ellis Asset Management LLC | 19 | 19 | 0.47% | 0.75% | 1.55% | Q1 2019 | Q3 2023 | 19 |
Old Port Advisors | 18 | 1 | 0.24% | 0.50% | 0.83% | Q4 2018 | Q3 2023 | 19 |
Estate Counselors, LLC | 19 | 19 | 0.28% | 2.98% | 6.41% | Q1 2019 | Q3 2023 | 19 |
Busey Bank | 19 | 19 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q4 2022 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Legend Financial Advisors, Inc. | 10 | 9 | 0.12% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.80% | 3.10% | Q2 2018 | Q4 2022 | 19 |
JT Stratford LLC | 11 | 7 | 0.18% | 0.76% | 1.88% | Q2 2018 | Q2 2023 | 18 |
Cerity Partners LLC | 11 | 7 | 0.01% | 0.18% | 0.62% | Q2 2018 | Q3 2023 | 18 |
Edge Capital Group, LLC | 12 | 6 | 0.10% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 18 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 14 | 4 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Sage Capital Advisors,llc | 11 | 7 | 0.11% | 0.21% | 0.76% | Q2 2018 | Q4 2022 | 18 |
Delta Investment Management, LLC | 18 | 18 | 0.52% | 1.48% | 7.66% | Q2 2019 | Q3 2023 | 18 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.16% | 0.31% | 0.55% | Q2 2018 | Q3 2022 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.21% | 0.37% | 0.71% | Q1 2019 | Q3 2023 | 18 |
Weaver Consulting Group | 11 | 7 | 0.02% | 0.19% | 0.32% | Q1 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
First Heartland Consultants, Inc. | 13 | 5 | 0.04% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.02% | 0.49% | 0.95% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 9 | 4 | 0.00% | 0.07% | 0.61% | Q2 2018 | Q3 2023 | 18 |
Choate Investment Advisors | 18 | 18 | 1.60% | 11.97% | 26.11% | Q2 2019 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.49% | 2.30% | 2.95% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.32% | 0.95% | 1.44% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.34% | 0.55% | 1.15% | Q2 2018 | Q3 2022 | 18 |
Johnson Financial Group, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VICUS CAPITAL | 11 | 7 | 0.03% | 1.70% | 3.37% | Q2 2018 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.06% | 0.14% | 0.71% | Q4 2018 | Q3 2023 | 18 |
UMB Bank, n.a. | 10 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 12 | 6 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 18 |
DOWLING & YAHNKE LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2022 | 18 |
Brown Advisory Securities, LLC | 18 | 18 | 0.76% | 1.30% | 2.11% | Q2 2018 | Q3 2022 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 1.15% | 3.40% | 6.65% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.02% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q3 2022 | 18 |
Garner Asset Management Corp | 13 | 5 | 0.48% | 0.81% | 1.10% | Q2 2018 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 11 | 6 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Clarus Wealth Advisors | 13 | 4 | 0.03% | 3.11% | 9.37% | Q3 2018 | Q2 2023 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.10% | 0.19% | 0.43% | Q4 2018 | Q4 2022 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.10% | 0.19% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.05% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Quad-Cities Investment Group, LLC | 11 | 6 | 0.03% | 0.70% | 2.40% | Q2 2018 | Q3 2023 | 17 |
1834 INVESTMENT ADVISORS CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.01% | 0.06% | 0.26% | Q2 2019 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Heritage Trust Co | 14 | 3 | 0.03% | 0.39% | 0.60% | Q2 2018 | Q3 2023 | 17 |
Diversified Trust Co | 11 | 6 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2023 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.35% | 1.59% | 1.91% | Q4 2019 | Q4 2023 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 12 | 5 | 0.06% | 0.09% | 0.18% | Q4 2018 | Q1 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
MEITAV INVESTMENT HOUSE LTD | 15 | 2 | 0.01% | 1.00% | 2.23% | Q2 2018 | Q3 2023 | 17 |
Baker Avenue Asset Management, LP | 17 | 17 | 0.03% | 1.65% | 3.78% | Q3 2019 | Q3 2023 | 17 |
Acropolis Investment Management, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
REGENTATLANTIC CAPITAL LLC | 17 | 17 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q3 2022 | 17 |
Alpha Omega Wealth Management LLC | 17 | 17 | 0.28% | 0.41% | 0.49% | Q3 2019 | Q3 2023 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 0.45% | 0.61% | 0.87% | Q3 2019 | Q3 2023 | 17 |
D'Orazio & Associates, Inc. | 17 | 17 | 0.08% | 0.14% | 0.21% | Q2 2018 | Q2 2022 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 12 | 1 | 0.06% | 0.20% | 1.78% | Q4 2018 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 16 | 16 | 0.04% | 0.30% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2023 | 16 |
Vigilant Capital Management, LLC | 11 | 5 | 0.00% | 0.03% | 0.21% | Q1 2019 | Q2 2023 | 16 |
Cambridge Financial Group, Inc. | 6 | 1 | 0.00% | 0.48% | 4.67% | Q3 2018 | Q3 2023 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 2 | 0.01% | 0.06% | 0.25% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.18% | 1.67% | 3.18% | Q4 2019 | Q3 2023 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 1 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.01% | 0.49% | 1.11% | Q3 2018 | Q2 2022 | 16 |
Windsor Wealth Management, Inc. | 12 | 4 | 0.04% | 0.33% | 1.01% | Q2 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.18% | 1.31% | 2.34% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 11 | 1 | 0.05% | 0.29% | 1.38% | Q2 2018 | Q2 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.40% | 0.50% | 0.63% | Q4 2019 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 2 | 0.06% | 0.15% | 0.25% | Q3 2019 | Q3 2023 | 16 |
Aft, Forsyth & Sober, LLC | 16 | 16 | 0.96% | 6.91% | 9.29% | Q4 2019 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.03% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 16 |
AFT, FORSYTH & COMPANY, INC. | 13 | 3 | 0.15% | 0.18% | 0.22% | Q2 2019 | Q3 2023 | 16 |
ARGI Investment Services, LLC | 14 | 2 | 0.22% | 1.40% | 2.99% | Q2 2018 | Q4 2022 | 16 |
WMS Partners, LLC | 16 | 16 | 0.06% | 0.80% | 3.34% | Q4 2019 | Q3 2023 | 16 |
Alpha Cubed Investments, LLC | 15 | 1 | 0.03% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 16 |
Transform Wealth, LLC | 16 | 16 | 0.06% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.45% | 0.57% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Ellis Investment Partners, LLC | 14 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 16 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 16 |
Sepio Capital, LP | 13 | 3 | 0.03% | 0.29% | 2.22% | Q3 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.14% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 4 | 0.02% | 0.21% | 0.43% | Q2 2018 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 14 | 2 | 0.08% | 2.42% | 5.33% | Q2 2018 | Q2 2022 | 16 |
Summit Trail Advisors, LLC | 12 | 1 | 0.03% | 1.25% | 2.62% | Q2 2018 | Q3 2023 | 16 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.17% | 0.30% | 0.65% | Q4 2019 | Q3 2023 | 16 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 13 | 3 | 0.12% | 0.24% | 1.39% | Q3 2018 | Q3 2023 | 16 |
First National Bank of South Miami | 12 | 4 | 0.25% | 0.37% | 0.46% | Q4 2018 | Q1 2023 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.06% | 0.14% | 0.17% | Q2 2018 | Q1 2022 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.99% | 1.44% | 2.22% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.07% | 0.16% | 0.37% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.68% | 0.94% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 0.56% | 2.54% | 3.79% | Q4 2019 | Q3 2023 | 16 |
Mechanics Bank Trust Department | 12 | 4 | 0.04% | 0.08% | 0.24% | Q3 2019 | Q3 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.26% | 0.96% | 1.70% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 11 | 5 | 0.04% | 0.41% | 1.03% | Q2 2018 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 1.06% | 1.30% | 2.27% | Q4 2019 | Q3 2023 | 16 |
Jefferies Group LLC | 9 | 7 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.03% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 14 | 2 | 0.00% | 0.67% | 3.32% | Q3 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.24% | 2.11% | 4.77% | Q4 2019 | Q3 2023 | 16 |
R. W. Roge & Company, Inc. | 16 | 16 | 0.38% | 0.71% | 2.47% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.66% | 0.95% | 1.20% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 6.32% | 12.66% | 16.20% | Q4 2019 | Q3 2023 | 16 |
Private Capital Group, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.09% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.02% | 0.43% | 0.75% | Q2 2018 | Q4 2021 | 15 |
Brookstone Capital Management | 12 | 3 | 0.01% | 0.06% | 0.29% | Q2 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.10% | 0.24% | 0.36% | Q4 2019 | Q2 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.07% | 0.18% | 0.35% | Q4 2019 | Q3 2023 | 15 |
LYELL WEALTH MANAGEMENT, LP | 13 | 2 | 0.04% | 0.25% | 0.62% | Q4 2019 | Q3 2023 | 15 |
Asio Capital, LLC | 14 | 1 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.66% | 1.06% | 1.40% | Q4 2019 | Q3 2023 | 15 |
CapWealth Advisors, LLC | 15 | 15 | 0.02% | 0.16% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.16% | 0.28% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Bouchey Financial Group Ltd | 15 | 15 | 0.34% | 0.45% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Essex Savings Bank | 12 | 3 | 0.09% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 10 | 5 | 0.05% | 0.86% | 2.39% | Q4 2018 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.04% | 0.11% | 0.24% | Q2 2018 | Q4 2021 | 15 |
360 Financial, Inc. | 15 | 15 | 1.03% | 2.18% | 12.76% | Q4 2019 | Q2 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.12% | 0.28% | 0.85% | Q1 2020 | Q3 2023 | 15 |
Aveo Capital Partners, LLC | 14 | 1 | 0.09% | 0.20% | 0.53% | Q2 2019 | Q3 2023 | 15 |
Bruderman Asset Management, LLC | 12 | 3 | 0.37% | 0.66% | 0.89% | Q2 2018 | Q1 2022 | 15 |
COMMERCE BANK | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 15 | 15 | 0.16% | 0.22% | 0.28% | Q2 2018 | Q4 2021 | 15 |
Firestone Capital Management | 13 | 2 | 0.58% | 1.12% | 1.70% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.14% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 13 | 2 | 0.08% | 0.39% | 0.73% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q3 2023 | 15 |
ASSETMARK, INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ASPIRIANT, LLC | 8 | 1 | 0.01% | 0.20% | 0.50% | Q4 2018 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.02% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Mosaic Family Wealth, LLC | 15 | 15 | 0.11% | 0.26% | 0.41% | Q2 2018 | Q4 2021 | 15 |
BOK Financial Private Wealth, Inc. | 15 | 15 | 0.21% | 0.51% | 1.78% | Q1 2020 | Q3 2023 | 15 |
MCIA Inc | 9 | 6 | 0.12% | 13.77% | 37.57% | Q2 2018 | Q1 2023 | 15 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.08% | 0.37% | 0.90% | Q1 2020 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 15 | 15 | 0.04% | 0.12% | 0.18% | Q2 2018 | Q4 2021 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Strategic Wealth Partners Group, LLC | 9 | 6 | 0.47% | 0.54% | 0.74% | Q4 2019 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 1.31% | 1.81% | 2.44% | Q1 2020 | Q3 2023 | 15 |
Trellis Advisors, LLC | 15 | 15 | 0.39% | 0.54% | 0.58% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 2 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 15 | 15 | 0.18% | 0.36% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TIAA, FSB | 11 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 1.98% | 4.85% | 7.99% | Q4 2019 | Q2 2023 | 15 |
L & S Advisors Inc | 14 | 14 | 0.17% | 0.18% | 0.24% | Q2 2018 | Q3 2021 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.21% | 0.24% | 0.28% | Q2 2018 | Q2 2023 | 14 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 3 | 0.04% | 0.10% | 0.22% | Q4 2019 | Q2 2023 | 14 |
Nelson Capital Management, LLC | 14 | 14 | 0.04% | 0.13% | 0.34% | Q4 2018 | Q1 2022 | 14 |
SFMG, LLC | 14 | 14 | 0.04% | 0.57% | 2.35% | Q2 2020 | Q3 2023 | 14 |
Hochman Cole Investment Advisors, Inc. | 14 | 14 | 1.73% | 2.21% | 2.68% | Q2 2018 | Q3 2021 | 14 |
Destination Wealth Management | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.95% | 1.50% | 1.76% | Q2 2020 | Q3 2023 | 14 |
Courage Miller Partners, LLC | 14 | 14 | 0.29% | 1.33% | 2.49% | Q2 2020 | Q3 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 2 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q3 2021 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.59% | 0.86% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 14 |
Newport Wealth Strategies, Inc. | 14 | 14 | 0.52% | 1.26% | 2.54% | Q2 2018 | Q3 2021 | 14 |
CALTON & ASSOCIATES, INC. | 6 | 2 | 0.06% | 0.49% | 0.95% | Q2 2018 | Q1 2023 | 14 |
FINANCIAL COUNSELORS INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MATRIX PRIVATE CAPITAL GROUP LLC | 14 | 14 | 0.04% | 0.07% | 0.14% | Q4 2019 | Q1 2023 | 14 |
Chicago Partners Investment Group LLC | 11 | 3 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 14 |
Sonora Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Key FInancial Inc | 12 | 2 | 0.01% | 0.04% | 0.31% | Q4 2019 | Q3 2023 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 1.66% | 2.87% | 8.55% | Q4 2019 | Q1 2023 | 14 |
WealthPLAN Partners, LLC | 9 | 5 | 0.02% | 0.14% | 0.45% | Q1 2020 | Q4 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.41% | 4.44% | 7.82% | Q2 2020 | Q3 2023 | 14 |
Diligent Investors, LLC | 14 | 14 | 0.22% | 0.36% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.01% | 0.30% | 1.12% | Q2 2018 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.20% | 0.30% | 0.50% | Q2 2020 | Q3 2023 | 14 |
INGALLS & SNYDER LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ACCESS FINANCIAL SERVICES, INC. | 14 | 14 | 1.27% | 2.60% | 3.28% | Q2 2020 | Q3 2023 | 14 |
Brouwer & Janachowski, LLC | 14 | 14 | 0.26% | 0.32% | 0.36% | Q2 2018 | Q3 2021 | 14 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.06% | 0.25% | 0.67% | Q4 2018 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Phocas Financial Corp. | 14 | 14 | 0.05% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 2 | 0.87% | 1.05% | 1.18% | Q4 2019 | Q3 2023 | 14 |
Mercer Capital Advisers, Inc. | 14 | 14 | 0.03% | 0.10% | 0.27% | Q2 2018 | Q3 2021 | 14 |
OLD NATIONAL BANCORP /IN/ | 11 | 3 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 14 |
SouthState Corp | 11 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 14 |
Sunbelt Securities, Inc. | 12 | 2 | 0.03% | 0.20% | 0.30% | Q3 2019 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.01% | 0.15% | 1.02% | Q2 2018 | Q3 2021 | 14 |
Litman Gregory Wealth Management LLC | 11 | 1 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.05% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.92% | 1.14% | 2.13% | Q2 2020 | Q3 2023 | 14 |
Lee Financial Co | 14 | 14 | 0.00% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF TOLEDO NA /OH/ | 14 | 14 | 0.05% | 0.12% | 0.30% | Q3 2020 | Q4 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.21% | 0.33% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Covington Capital Management | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 13 |
E&G Advisors, LP | 13 | 13 | 0.16% | 0.80% | 1.29% | Q3 2020 | Q3 2023 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.17% | 1.48% | 2.98% | Q4 2020 | Q4 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 1.67% | 2.79% | Q3 2020 | Q3 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 12 | 1 | 0.02% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 13 |
HC Advisors, LLC | 13 | 13 | 0.14% | 0.23% | 0.28% | Q3 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Private Advisory Group LLC | 11 | 2 | 0.09% | 1.76% | 3.23% | Q2 2018 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Magnus Financial Group LLC | 12 | 1 | 0.15% | 0.55% | 0.96% | Q4 2018 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 13 | 13 | 0.01% | 0.04% | 0.23% | Q1 2019 | Q1 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.14% | 0.35% | Q2 2018 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q2 2021 | 13 |
LAZARD ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 12 | 1 | 0.00% | 0.40% | 0.59% | Q2 2018 | Q3 2023 | 13 |
Highlander Capital Management, LLC | 13 | 13 | 0.05% | 0.10% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 13 | 13 | 2.34% | 4.09% | 5.43% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Atlantic Union Bankshares Corp | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 12 | 1 | 0.01% | 0.08% | 0.20% | Q1 2019 | Q2 2022 | 13 |
Gilman Hill Asset Management, LLC | 13 | 13 | 0.08% | 0.20% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Selway Asset Management | 11 | 2 | 0.12% | 0.21% | 0.28% | Q2 2018 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Wealthfront Advisers LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.10% | 0.34% | 0.48% | Q2 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.09% | 0.10% | 0.13% | Q2 2019 | Q2 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 13 |
Fiduciary Group LLC | 13 | 13 | 0.19% | 0.45% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisors, LLC | 11 | 2 | 0.07% | 0.26% | 0.31% | Q3 2020 | Q4 2023 | 13 |
LCNB CORP | 13 | 13 | 1.11% | 2.75% | 3.33% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.46% | 0.85% | 1.77% | Q3 2020 | Q3 2023 | 13 |
Westbourne Investment Advisors, Inc. | 12 | 12 | 0.12% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 1.28% | 1.55% | 2.30% | Q4 2020 | Q3 2023 | 12 |
Barnett & Company, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 12 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.35% | 0.48% | 0.54% | Q4 2020 | Q3 2023 | 12 |
EVERETT HARRIS & CO /CA/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 2.07% | 2.63% | 3.11% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 2.25% | 2.47% | 2.64% | Q4 2020 | Q3 2023 | 12 |
Axiom Investment Management LLC | 6 | 1 | 0.04% | 0.11% | 0.39% | Q4 2018 | Q3 2022 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.36% | 2.49% | 4.14% | Q4 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 12 | 12 | 0.37% | 0.41% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.16% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 1.34% | 16.03% | 25.33% | Q4 2020 | Q3 2023 | 12 |
NEW ENGLAND ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.22% | 0.33% | 0.46% | Q4 2020 | Q3 2023 | 12 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 11 | 1 | 0.01% | 0.34% | 0.43% | Q2 2018 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 1.92% | 2.28% | 2.51% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.03% | 25.64% | 49.66% | Q4 2020 | Q3 2023 | 12 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 2 | 7.25% | 10.30% | 14.00% | Q3 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 1.58% | 1.91% | 2.20% | Q4 2020 | Q3 2023 | 12 |
BAILARD, INC. | 12 | 12 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 17.08% | 21.42% | 25.84% | Q4 2020 | Q3 2023 | 12 |
FAGAN ASSOCIATES, INC. | 12 | 12 | 1.28% | 2.63% | 3.26% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Pegasus Partners Ltd. | 12 | 12 | 0.08% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Raab & Moskowitz Asset Management LLC | 12 | 12 | 0.56% | 1.18% | 1.34% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Southeast Asset Advisors Inc. | 12 | 12 | 0.30% | 1.03% | 1.54% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Cubic Asset Management, LLC | 12 | 12 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.40% | 0.81% | 1.00% | Q4 2020 | Q3 2023 | 12 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.38% | 0.78% | 2.02% | Q3 2018 | Q4 2022 | 12 |
Verity Asset Management, Inc. | 7 | 5 | 0.65% | 1.03% | 1.79% | Q3 2020 | Q3 2023 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.19% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.34% | 0.85% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 1.86% | 2.34% | 2.70% | Q4 2020 | Q3 2023 | 12 |
Roth Financial Partners LLC | 12 | 12 | 4.51% | 7.09% | 8.19% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 1.94% | 10.18% | 16.14% | Q4 2020 | Q3 2023 | 12 |
SteelPeak Wealth, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.18% | 0.31% | 0.57% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Sullivan, Bruyette, Speros & Blaney, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.28% | 0.82% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.35% | 2.51% | 3.98% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.33% | 0.65% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Lumbard & Kellner, LLC | 12 | 12 | 0.64% | 0.94% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Great Diamond Partners, LLC | 11 | 1 | 1.27% | 2.37% | 3.19% | Q4 2019 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.14% | 0.66% | 1.22% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 2.29% | 2.65% | 3.15% | Q4 2020 | Q3 2023 | 12 |
Ciovacco Capital Management LLC | 12 | 12 | 1.67% | 6.41% | 15.19% | Q4 2020 | Q3 2023 | 12 |
Sowa Financial Group, Inc. | 5 | 3 | 0.00% | 0.60% | 1.74% | Q4 2019 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 3.04% | 3.72% | 4.20% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 12 | 12 | 0.10% | 0.70% | 1.82% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.47% | 0.94% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 12 | 12 | 0.04% | 0.16% | 0.67% | Q4 2020 | Q3 2023 | 12 |
HoyleCohen, LLC | 12 | 12 | 0.54% | 0.76% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Wealthstreet Investment Advisors, LLC | 12 | 12 | 0.24% | 0.32% | 0.38% | Q2 2018 | Q1 2021 | 12 |
Aprio Wealth Management, LLC | 10 | 2 | 0.15% | 1.07% | 2.67% | Q3 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.24% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 5.74% | 6.51% | 6.98% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.29% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Matthew Goff Investment Advisor, LLC | 12 | 12 | 0.55% | 2.24% | 3.55% | Q4 2020 | Q3 2023 | 12 |
MONECO Advisors, LLC | 9 | 3 | 0.17% | 0.60% | 1.00% | Q1 2019 | Q3 2023 | 12 |
Grant Street Asset Management, Inc. | 12 | 12 | 0.01% | 0.82% | 1.52% | Q4 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Kohmann Bosshard Financial Services, LLC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 1.83% | 3.08% | 5.18% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.34% | 0.61% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Flaharty Asset Management, LLC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.11% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.32% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.10% | 0.66% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Consolidated Investment Group LLC | 12 | 12 | 0.66% | 6.76% | 8.27% | Q4 2020 | Q3 2023 | 12 |
EagleClaw Capital Managment, LLC | 9 | 1 | 0.07% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 12 |
CAPITAL ADVISORS INC/OK | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DONALDSON CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.12% | 0.50% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.38% | 0.70% | 1.34% | Q4 2019 | Q3 2023 | 12 |
CYPRESS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.05% | 0.05% | 0.07% | Q1 2020 | Q3 2022 | 11 |
ROMAN BUTLER FULLERTON & CO | 11 | 11 | 0.12% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.17% | 0.89% | 1.90% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.23% | 0.34% | 0.45% | Q4 2019 | Q2 2022 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WESPAC Advisors SoCal, LLC | 7 | 4 | 0.22% | 0.31% | 0.38% | Q2 2018 | Q1 2022 | 11 |
JGP Wealth Management, LLC | 11 | 11 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.02% | 0.05% | 0.17% | Q4 2020 | Q2 2023 | 11 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 11 | 11 | 0.04% | 0.07% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Gator Capital Management, LLC | 8 | 3 | 1.02% | 1.63% | 2.12% | Q2 2018 | Q3 2023 | 11 |
MYCIO WEALTH PARTNERS, LLC | 7 | 4 | 0.20% | 0.27% | 0.61% | Q2 2018 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.26% | 0.35% | 0.40% | Q2 2020 | Q4 2022 | 11 |
American Investment Services, Inc. | 11 | 11 | 0.34% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Spears Abacus Advisors LLC | 11 | 11 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.05% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 11 |
Prostatis Group LLC | 8 | 1 | 0.74% | 1.33% | 2.82% | Q2 2020 | Q2 2023 | 11 |
Wealth Management Partners, LLC | 11 | 11 | 0.30% | 0.42% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Regal Investment Advisors LLC | 5 | 1 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Fortis Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.08% | 0.28% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 1 | 0.01% | 0.77% | 1.63% | Q3 2020 | Q3 2023 | 11 |
AJ WEALTH STRATEGIES, LLC | 8 | 3 | 0.01% | 0.26% | 2.19% | Q1 2020 | Q2 2023 | 11 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.01% | 0.16% | 0.42% | Q4 2019 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 11 | 11 | 0.06% | 0.13% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Chicago Wealth Management, Inc. | 8 | 3 | 0.86% | 2.41% | 6.50% | Q2 2020 | Q3 2023 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.10% | 0.39% | 0.49% | Q1 2021 | Q3 2023 | 11 |
WealthTrust Axiom LLC | 7 | 4 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 11 | 11 | 0.24% | 0.55% | 1.33% | Q1 2021 | Q3 2023 | 11 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.99% | 3.54% | Q2 2018 | Q4 2020 | 11 |
HNP Capital LLC | 11 | 11 | 2.25% | 3.80% | 4.92% | Q3 2020 | Q1 2023 | 11 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 9 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q2 2022 | 11 |
SevenBridge Financial Group, LLC | 11 | 11 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q4 2021 | 11 |
Provident Wealth Management, LLC | 10 | 1 | 0.03% | 3.07% | 4.64% | Q4 2019 | Q3 2023 | 11 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.04% | 0.20% | Q4 2019 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.09% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
HARRELL INVESTMENT PARTNERS, LLC | 11 | 11 | 0.10% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.33% | 1.22% | Q3 2018 | Q2 2021 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.98% | 1.48% | 1.88% | Q1 2021 | Q3 2023 | 11 |
RIVERSEDGE ADVISORS, LLC | 11 | 11 | 1.65% | 2.52% | 4.59% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.41% | 2.72% | 6.77% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2023 | 11 |
TRUE Private Wealth Advisors | 7 | 4 | 0.56% | 2.11% | 5.67% | Q2 2018 | Q3 2023 | 11 |
JMG Financial Group, Ltd. | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.08% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.70% | 1.28% | 1.67% | Q1 2021 | Q3 2023 | 11 |
Linscomb & Williams, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.07% | 1.50% | 2.96% | Q2 2018 | Q4 2020 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
RMB Capital Management, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 11 |
Capital Investment Counsel, Inc | 8 | 1 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 9 | 1 | 0.00% | 0.21% | 0.29% | Q2 2018 | Q3 2023 | 11 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 4 | 0.50% | 7.90% | 28.32% | Q4 2020 | Q3 2023 | 11 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 11 | 11 | 0.47% | 1.59% | 2.40% | Q2 2020 | Q4 2022 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Black Swift Group, LLC | 9 | 1 | 0.02% | 4.81% | 11.09% | Q3 2018 | Q1 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 1.65% | 1.98% | 2.18% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 3 | 0.03% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 11 |
INVESTMENT PARTNERS, LTD. | 7 | 1 | 0.14% | 0.24% | 0.51% | Q2 2018 | Q3 2023 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.08% | 0.20% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Financial Services Advisory Inc | 4 | 1 | 0.48% | 5.70% | 12.56% | Q2 2018 | Q1 2022 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.88% | 2.21% | 4.79% | Q2 2018 | Q3 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.42% | 1.37% | 2.56% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.74% | 0.86% | 0.96% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.25% | 0.29% | 0.38% | Q1 2021 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 8 | 1 | 0.00% | 0.18% | 0.21% | Q2 2018 | Q1 2022 | 10 |
DT Investment Partners, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q4 2022 | 10 |
Activest Wealth Management | 9 | 1 | 0.83% | 8.12% | 13.89% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.58% | 1.00% | 1.72% | Q4 2020 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 5 | 2 | 0.07% | 0.17% | 0.43% | Q1 2019 | Q1 2022 | 10 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 10 | 10 | 0.88% | 1.30% | 2.15% | Q2 2021 | Q3 2023 | 10 |
G&S Capital LLC | 3 | 1 | 0.04% | 0.67% | 1.08% | Q2 2018 | Q1 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 2 | 0.16% | 0.40% | 0.80% | Q2 2018 | Q2 2022 | 10 |
Paloma Partners Management Co | 6 | 2 | 0.03% | 0.07% | 0.20% | Q2 2020 | Q2 2023 | 10 |
Derbend Asset Management | 10 | 10 | 5.42% | 7.37% | 13.85% | Q2 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 10 |
Karpus Management, Inc. | 10 | 10 | 0.13% | 0.84% | 1.34% | Q4 2020 | Q1 2023 | 10 |
Kavar Capital Partners, LLC | 10 | 10 | 3.05% | 4.00% | 4.87% | Q2 2018 | Q3 2020 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.30% | 0.37% | 0.45% | Q2 2018 | Q3 2020 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.10% | 0.22% | Q2 2021 | Q3 2023 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 1.03% | 1.54% | 1.91% | Q2 2018 | Q3 2020 | 10 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
VAN DEN BERG MANAGEMENT I, INC | 10 | 10 | 0.05% | 0.17% | 0.25% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.08% | 0.15% | 0.34% | Q2 2018 | Q3 2020 | 10 |
Wellington Shields Capital Management, LLC | 8 | 2 | 0.01% | 0.08% | 0.35% | Q2 2020 | Q2 2023 | 10 |
CPWM, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
EPG Wealth Management LLC | 9 | 1 | 0.01% | 0.33% | 0.55% | Q4 2019 | Q3 2023 | 10 |
Grove Bank & Trust | 8 | 2 | 0.08% | 3.12% | 4.67% | Q2 2018 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
CHURCHILL MANAGEMENT Corp | 10 | 10 | 0.21% | 1.06% | 2.15% | Q2 2021 | Q3 2023 | 10 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 10 | 10 | 0.15% | 0.17% | 0.19% | Q2 2018 | Q3 2020 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.18% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Swaine & Leidel Wealth Services, LLC | 8 | 1 | 0.44% | 0.84% | 3.74% | Q2 2019 | Q1 2022 | 10 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 10 | 10 | 0.23% | 0.36% | 0.50% | Q2 2021 | Q3 2023 | 10 |
NORTHSTAR INVESTMENT ADVISORS LLC | 10 | 10 | 0.21% | 0.64% | 0.75% | Q2 2018 | Q3 2020 | 10 |
Colorado Capital Management, Inc. | 10 | 10 | 0.68% | 0.75% | 0.79% | Q2 2021 | Q3 2023 | 10 |
Wharton Business Group, LLC | 10 | 10 | 0.02% | 0.49% | 1.84% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.06% | 0.15% | 0.21% | Q2 2018 | Q3 2020 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Advisor Resource Council | 10 | 10 | 0.11% | 0.70% | 2.32% | Q2 2021 | Q3 2023 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.18% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
GUYASUTA INVESTMENT ADVISORS INC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Centennial Wealth Advisory LLC | 7 | 3 | 1.87% | 3.32% | 4.84% | Q4 2020 | Q3 2023 | 10 |
COWA, LLC | 7 | 1 | 0.03% | 0.99% | 2.31% | Q4 2020 | Q3 2023 | 10 |
WOODMONT INVESTMENT COUNSEL LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q2 2023 | 10 |
Advisors Preferred, LLC | 10 | 10 | 0.43% | 1.27% | 3.94% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 9 | 1 | 0.02% | 0.06% | 0.35% | Q2 2020 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 7 | 3 | 0.45% | 0.63% | 0.84% | Q2 2019 | Q3 2023 | 10 |
MITCHELL CAPITAL MANAGEMENT CO | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
DAGCO, INC. | 10 | 10 | 0.11% | 1.12% | 1.90% | Q2 2021 | Q3 2023 | 10 |
Garrison Asset Management, LLC | 10 | 10 | 0.14% | 0.18% | 0.31% | Q2 2018 | Q3 2020 | 10 |
Genesee Capital Advisors, LLC | 6 | 1 | 0.11% | 5.17% | 11.04% | Q4 2018 | Q3 2023 | 10 |
COURIER CAPITAL LLC | 8 | 2 | 0.06% | 0.44% | 1.20% | Q4 2020 | Q3 2023 | 10 |
FormulaFolio Investments, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2021 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.17% | 0.59% | 1.18% | Q4 2019 | Q1 2022 | 10 |
Aries Wealth Management | 6 | 4 | 0.18% | 0.26% | 0.33% | Q1 2021 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 5 | 1 | 0.09% | 0.43% | 1.10% | Q3 2019 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.01% | 0.24% | 0.29% | Q1 2020 | Q3 2023 | 10 |
Fiduciary Planning LLC | 10 | 10 | 0.21% | 1.35% | 2.48% | Q2 2021 | Q3 2023 | 10 |
Independent Advisor Alliance | 7 | 1 | 0.08% | 0.24% | 1.08% | Q1 2019 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.14% | 0.78% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.02% | 0.10% | 0.39% | Q2 2019 | Q3 2021 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 3.90% | 7.50% | 8.77% | Q4 2020 | Q1 2023 | 10 |
Hudson Value Partners, LLC | 10 | 10 | 0.33% | 0.36% | 0.39% | Q2 2021 | Q3 2023 | 10 |
ARQ WEALTH ADVISORS, LLC | 10 | 10 | 2.44% | 3.84% | 4.34% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Concorde Asset Management, LLC | 8 | 2 | 0.24% | 0.95% | 2.79% | Q1 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 9 |
Solstein Capital, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.06% | 0.87% | 1.28% | Q1 2021 | Q1 2023 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Evensky & Katz LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.56% | 1.50% | Q2 2021 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.02% | 0.07% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.15% | 0.18% | 0.28% | Q3 2021 | Q3 2023 | 9 |
IPG Investment Advisors LLC | 9 | 9 | 0.07% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 4 | 0.03% | 0.15% | 0.38% | Q1 2021 | Q3 2023 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.19% | 0.20% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Camelot Portfolios, LLC | 6 | 1 | 0.13% | 0.15% | 0.19% | Q4 2018 | Q4 2021 | 9 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Doyle Wealth Management | 5 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.24% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.25% | 2.45% | 7.82% | Q3 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.57% | 15.15% | 21.56% | Q4 2020 | Q4 2022 | 9 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 9 | 0.08% | 0.26% | 0.60% | Q4 2019 | Q4 2021 | 9 |
Asset Dedication, LLC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q4 2020 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.99% | 2.13% | 2.93% | Q2 2018 | Q2 2020 | 9 |
QUANTUM CAPITAL MANAGEMENT | 7 | 2 | 0.08% | 0.12% | 0.24% | Q2 2018 | Q3 2020 | 9 |
AdvisorShares Investments LLC | 9 | 9 | 6.21% | 16.84% | 26.22% | Q2 2021 | Q2 2023 | 9 |
Zhang Financial LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Paragon Capital Management Ltd | 4 | 2 | 0.05% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.25% | 0.61% | Q1 2019 | Q3 2023 | 9 |
Inscription Capital, LLC | 7 | 2 | 0.08% | 0.20% | 0.33% | Q1 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 3 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q1 2022 | 9 |
MONTAG & CALDWELL, LLC | 6 | 3 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 9 |
Van Leeuwen & Company, LLC | 9 | 9 | 6.90% | 8.28% | 11.29% | Q4 2020 | Q4 2022 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Lester Murray Antman dba SimplyRich | 8 | 1 | 1.39% | 1.47% | 1.72% | Q2 2019 | Q2 2023 | 9 |
COUNTRY TRUST BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Towercrest Capital Management | 9 | 9 | 0.19% | 0.22% | 0.24% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.23% | 0.35% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2020 | 9 |
CX Institutional | 6 | 1 | 0.00% | 0.16% | 0.46% | Q1 2020 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 9 | 0.11% | 0.38% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.08% | 3.07% | 5.82% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Monte Financial Group, LLC | 8 | 8 | 0.14% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
MCDONALD CAPITAL INVESTORS INC/CA | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2022 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 8 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 8 |
Insight Advisors, LLC/ PA | 5 | 1 | 0.10% | 0.20% | 0.39% | Q1 2021 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q1 2022 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 1.95% | 2.01% | 2.09% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q1 2020 | 8 |
Ford Financial Group, LLC | 8 | 8 | 0.12% | 1.00% | 1.93% | Q1 2021 | Q4 2022 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.05% | 0.41% | 0.62% | Q1 2018 | Q4 2019 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.32% | 0.35% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Goelzer Investment Management, Inc. | 7 | 1 | 0.03% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 8 |
IBERIABANK CORP | 8 | 8 | 0.18% | 0.35% | 0.57% | Q3 2018 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.63% | 2.63% | 3.64% | Q4 2021 | Q3 2023 | 8 |
Mirador Capital Partners LP | 7 | 1 | 0.10% | 0.16% | 0.22% | Q2 2018 | Q2 2020 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.08% | 0.54% | 2.57% | Q4 2021 | Q3 2023 | 8 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.21% | 0.60% | Q2 2018 | Q1 2022 | 8 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Factorial Partners, LLC | 6 | 2 | 0.17% | 1.00% | 1.70% | Q3 2020 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.42% | 0.48% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.41% | 0.55% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 1.25% | 3.79% | 14.16% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.24% | 0.26% | 0.27% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.29% | 0.77% | Q4 2021 | Q3 2023 | 8 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 2 | 3.00% | 3.99% | 4.78% | Q2 2021 | Q2 2023 | 8 |
Ballast, Inc. | 8 | 8 | 2.74% | 3.23% | 3.62% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 1.62% | 2.50% | 2.88% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.18% | 0.25% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.15% | 0.22% | 0.42% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.70% | 0.93% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 2.20% | 9.84% | 18.67% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisors of Iowa, LLC | 6 | 1 | 0.97% | 5.77% | 11.45% | Q1 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 2.18% | 4.32% | 7.53% | Q4 2021 | Q3 2023 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Schneider Downs Wealth Management Advisors, LP | 6 | 2 | 0.05% | 0.10% | 0.23% | Q2 2018 | Q2 2022 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Alliance Wealth Management Group | 8 | 8 | 0.37% | 0.38% | 0.40% | Q3 2021 | Q2 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.22% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.43% | 0.44% | 0.44% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 1.09% | 1.24% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.28% | 1.23% | 2.90% | Q4 2018 | Q1 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.27% | 0.33% | 0.61% | Q4 2021 | Q4 2023 | 8 |
WEST BANCORPORATION INC | 8 | 8 | 0.22% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Benedetti & Gucer, Inc. | 8 | 8 | 0.32% | 0.44% | 0.63% | Q1 2021 | Q4 2022 | 8 |
MKT Advisors LLC | 8 | 8 | 0.45% | 0.47% | 0.51% | Q4 2021 | Q3 2023 | 8 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 8 | 0.10% | 0.20% | 0.36% | Q1 2021 | Q4 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.94% | 0.98% | 1.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.15% | 0.29% | 0.73% | Q4 2020 | Q3 2022 | 8 |
D. SCOTT NEAL, INC. | 8 | 8 | 0.13% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 1.65% | 2.18% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Full Sail Capital, LLC | 8 | 8 | 0.04% | 0.64% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.37% | 0.63% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 4.16% | 4.45% | 4.88% | Q4 2021 | Q3 2023 | 8 |
BFSG, LLC | 8 | 8 | 0.10% | 0.39% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 7.08% | 8.46% | 9.21% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 7 | 1 | 0.14% | 0.78% | 1.47% | Q2 2018 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.08% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.16% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.02% | 0.14% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Somerset Group LLC | 8 | 8 | 1.14% | 1.93% | 3.55% | Q2 2018 | Q1 2020 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.02% | 1.07% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 2.10% | 2.32% | 2.78% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Glovista Investments LLC | 3 | 1 | 0.13% | 1.76% | 4.30% | Q2 2019 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
BT Wealth Management LLC | 8 | 8 | 7.57% | 10.77% | 13.08% | Q3 2020 | Q2 2022 | 8 |
AdvicePeriod, LLC | 8 | 8 | 0.22% | 0.30% | 0.41% | Q2 2018 | Q1 2020 | 8 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.28% | 0.31% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Invst, LLC | 4 | 4 | 0.04% | 0.15% | 0.27% | Q2 2019 | Q4 2021 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.63% | 0.72% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.29% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Grant/GrossMendelsohn, LLC | 6 | 2 | 0.18% | 0.40% | 0.61% | Q3 2021 | Q3 2023 | 8 |
Verdence Capital Advisors LLC | 7 | 1 | 0.05% | 0.10% | 0.12% | Q2 2019 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 2.37% | 2.71% | 2.81% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.24% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 8 |
LTG Capital LLC | 8 | 8 | 14.37% | 15.46% | 17.40% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.23% | 1.33% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Laurel Wealth Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 12.05% | 13.20% | 15.07% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 1.45% | 1.66% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealth Quarterback LLC | 2 | 1 | 0.03% | 0.26% | 0.55% | Q1 1987 | Q2 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
St. Louis Trust Co | 4 | 4 | 0.16% | 0.62% | 0.81% | Q3 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 1.79% | 4.90% | 6.54% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.58% | 1.13% | 1.33% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 1.39% | 1.60% | 1.77% | Q4 2021 | Q3 2023 | 8 |
Paragon Wealth Strategies, LLC | 7 | 1 | 0.39% | 4.96% | 7.22% | Q2 2018 | Q1 2023 | 8 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 8 |
Coastal Bridge Advisors, LLC | 8 | 8 | 0.11% | 0.16% | 0.22% | Q2 2018 | Q1 2020 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.24% | 0.47% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Bluesphere Advisors, LLC | 6 | 2 | 0.18% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 8 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 9.42% | 11.67% | 14.57% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Ameliora Wealth Management Ltd. | 8 | 8 | 1.69% | 3.56% | 4.90% | Q4 2021 | Q3 2023 | 8 |
JBF Capital, Inc. | 5 | 1 | 0.03% | 1.43% | 8.32% | Q4 2020 | Q3 2023 | 7 |
OARSMAN CAPITAL, INC. | 7 | 7 | 0.14% | 1.21% | 2.62% | Q1 2022 | Q3 2023 | 7 |
One Capital Management, LLC | 7 | 7 | 0.21% | 0.82% | 2.12% | Q1 2022 | Q3 2023 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.44% | 1.54% | 1.90% | Q3 2020 | Q1 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.08% | 0.26% | Q4 2018 | Q2 2020 | 7 |
Lindbrook Capital, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
Trinity Wealth Management, LLC | 4 | 1 | 0.13% | 0.73% | 0.89% | Q2 2021 | Q2 2023 | 7 |
Stone Point Wealth LLC | 7 | 7 | 0.14% | 0.40% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Center For Asset Management LLC | 7 | 7 | 0.22% | 0.52% | 0.95% | Q4 2020 | Q2 2022 | 7 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.15% | 1.96% | 4.88% | Q4 2021 | Q2 2023 | 7 |
Ratio Wealth Group | 4 | 1 | 0.19% | 1.11% | 1.62% | Q3 2021 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.13% | 0.18% | 0.21% | Q2 2018 | Q4 2019 | 7 |
Revolve Wealth Partners, LLC | 7 | 7 | 0.05% | 0.19% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Strategic Wealth Partners, Ltd. | 5 | 1 | 0.00% | 1.04% | 2.47% | Q2 2018 | Q1 2023 | 7 |
WELCH CAPITAL PARTNERS LLC/NY | 7 | 7 | 1.27% | 3.74% | 6.42% | Q4 2020 | Q2 2022 | 7 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2023 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Vestcor Inc | 6 | 1 | 0.11% | 1.19% | 1.67% | Q3 2020 | Q3 2023 | 7 |
BRYN MAWR TRUST Co | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 7 |
HANCOCK WHITNEY CORP | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.08% | 0.16% | 0.21% | Q4 2018 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Biltmore Family Office, LLC | 5 | 2 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q2 2020 | 7 |
ARS Wealth Advisors Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 7 |
MITCHELL SINKLER & STARR/PA | 7 | 7 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 2.04% | 4.51% | 8.18% | Q4 2021 | Q2 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.34% | 0.40% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Capstone Financial Advisors, Inc. | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Shay Capital LLC | 4 | 3 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.08% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Trust Co | 7 | 7 | 0.78% | 1.21% | 1.52% | Q1 2022 | Q3 2023 | 7 |
TAP Consulting, LLC | 4 | 1 | 0.03% | 0.34% | 0.85% | Q1 2019 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.57% | 0.66% | 0.75% | Q1 2022 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 3 | 1 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q1 2023 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
FRANKLIN STREET ADVISORS INC /NC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Wealth Alliance | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 4 | 3 | 0.00% | 0.04% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q2 2023 | 7 |
MBL Wealth, LLC | 5 | 1 | 0.72% | 1.35% | 1.70% | Q1 2021 | Q1 2023 | 7 |
Boston Trust Walden Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FOREFRONT WEALTH MANAGEMENT INC. | 7 | 7 | 0.76% | 1.07% | 1.29% | Q1 2022 | Q3 2023 | 7 |
Northern Capital Management, Inc. | 7 | 7 | 1.83% | 8.75% | 11.42% | Q1 2022 | Q3 2023 | 7 |
NFJ INVESTMENT GROUP, LLC | 6 | 1 | 0.05% | 0.09% | 0.30% | Q1 2021 | Q4 2022 | 7 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 7 | 7 | 0.14% | 0.25% | 0.32% | Q4 2020 | Q2 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.11% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Milestone Advisory Partners | 7 | 7 | 3.45% | 4.39% | 5.58% | Q2 2018 | Q4 2019 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.24% | 0.94% | Q2 2018 | Q4 2019 | 7 |
TRIAD FINANCIAL ADVISORS, INC. | 4 | 3 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.20% | 0.26% | 0.30% | Q4 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.14% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Kalos Management, Inc. | 3 | 1 | 0.06% | 0.20% | 0.36% | Q2 2018 | Q2 2023 | 7 |
Mraz, Amerine & Associates, Inc. | 7 | 7 | 0.06% | 0.10% | 0.19% | Q2 2018 | Q4 2019 | 7 |
Advanced Asset Management Advisors Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.07% | 0.10% | 0.16% | Q1 2021 | Q4 2022 | 7 |
Homrich & Berg | 5 | 1 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q3 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Endurance Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 7 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Certified Advisory Corp | 7 | 7 | 0.46% | 1.11% | 1.99% | Q3 2018 | Q1 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Sanchez Wealth Management Group | 7 | 7 | 7.67% | 10.31% | 19.71% | Q2 2018 | Q4 2019 | 7 |
Applied Capital LLC | 7 | 7 | 0.36% | 0.51% | 0.64% | Q1 2021 | Q3 2022 | 7 |
F3Logic, LLC | 5 | 2 | 0.06% | 0.21% | 0.62% | Q2 2018 | Q1 2020 | 7 |
CERTUITY, LLC | 4 | 3 | 0.02% | 0.06% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 0.17% | 0.51% | 0.86% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EWG Elevate Inc. | 5 | 1 | 0.06% | 2.07% | 4.10% | Q4 2019 | Q4 2022 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.08% | 0.21% | 0.35% | Q2 2018 | Q1 2020 | 7 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.64% | 1.14% | Q1 2022 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Wedmont Private Capital | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Strong Tower Advisory Services | 7 | 7 | 0.12% | 1.51% | 3.23% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.08% | 0.27% | Q4 2018 | Q3 2021 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 7 | 7 | 0.07% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AMG National Trust Bank | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MOULTON WEALTH MANAGEMENT, INC | 7 | 7 | 1.61% | 4.74% | 13.25% | Q4 2020 | Q2 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
FCG ADVISORS, LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Foothills Asset Management, Ltd. | 7 | 7 | 0.16% | 0.21% | 0.33% | Q2 2018 | Q4 2019 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.18% | 0.34% | 0.52% | Q4 2021 | Q3 2023 | 7 |
Riverview Capital Advisers, LLC | 7 | 7 | 3.18% | 5.60% | 7.90% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.33% | 0.36% | 0.41% | Q2 2020 | Q4 2021 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 7 |
THOMPSON DAVIS & CO., INC. | 4 | 3 | 0.19% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.52% | 0.57% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.37% | 0.39% | 0.44% | Q2 2022 | Q4 2023 | 7 |
Advocacy Wealth Management Services, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 7 |
Berkshire Money Management, Inc. | 6 | 6 | 0.56% | 0.65% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.49% | 0.66% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Cedar Brook Financial Partners, LLC | 4 | 2 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 6 |
Allegheny Financial Group LTD | 6 | 6 | 0.17% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
XPONANCE, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.24% | 0.35% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Transparent Wealth Partners LLC | 6 | 6 | 0.93% | 6.64% | 10.46% | Q4 2021 | Q1 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.14% | 0.14% | 0.15% | Q2 2018 | Q3 2019 | 6 |
Epstein & White Financial LLC | 6 | 6 | 0.11% | 0.32% | 0.41% | Q2 2018 | Q3 2019 | 6 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.02% | 0.11% | 0.18% | Q2 2021 | Q4 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Center for Financial Planning, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 3.25% | 3.37% | 3.46% | Q2 2022 | Q3 2023 | 6 |
Gunma Bank,Ltd. | 3 | 3 | 0.74% | 1.15% | 1.71% | Q2 2021 | Q4 2022 | 6 |
Vista Private Wealth Partners. LLC | 6 | 6 | 0.28% | 0.31% | 0.35% | Q3 2018 | Q4 2019 | 6 |
Zions Bancorporation, N.A. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.29% | 0.36% | 0.50% | Q2 2022 | Q3 2023 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.50% | 0.61% | 0.71% | Q4 2021 | Q1 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
BIRINYI ASSOCIATES INC | 6 | 6 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q1 2020 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.16% | 0.47% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Benchmark Financial Wealth Advisors, LLC | 6 | 6 | 0.86% | 2.14% | 3.14% | Q2 2022 | Q3 2023 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.17% | 1.08% | 1.49% | Q2 2020 | Q3 2021 | 6 |
Rainwater Charitable Foundation | 6 | 6 | 72.45% | 82.85% | 100.00% | Q2 2018 | Q3 2019 | 6 |
Inspire Advisors, LLC | 6 | 6 | 0.09% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Claro Advisors LLC | 5 | 1 | 0.16% | 0.22% | 0.25% | Q4 2018 | Q3 2023 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.39% | 0.63% | 0.74% | Q4 2021 | Q1 2023 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.01% | 0.89% | 2.72% | Q2 2018 | Q3 2019 | 6 |
Clearwater Capital Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Karp Capital Management Corp | 5 | 1 | 0.00% | 0.34% | 0.57% | Q1 2021 | Q3 2022 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
TOWNSQUARE CAPITAL LLC | 4 | 2 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 6 |
Peregrine Asset Advisers, Inc. | 6 | 6 | 0.69% | 4.56% | 10.16% | Q2 2022 | Q3 2023 | 6 |
IMC-Chicago, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 6 |
Greenfield Savings Bank | 4 | 2 | 0.56% | 0.64% | 0.70% | Q2 2022 | Q4 2023 | 6 |
SFG Wealth Management, LLC. | 6 | 6 | 0.25% | 0.32% | 0.38% | Q4 2021 | Q1 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 1 | 0.00% | 0.42% | 0.93% | Q1 2021 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.16% | 0.30% | 0.69% | Q2 2018 | Q3 2019 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.04% | 0.15% | 0.32% | Q2 2021 | Q3 2022 | 6 |
Advisory Resource Group | 6 | 6 | 0.27% | 0.33% | 0.36% | Q4 2018 | Q1 2020 | 6 |
Friedenthal Financial | 6 | 6 | 0.84% | 2.03% | 2.43% | Q4 2021 | Q1 2023 | 6 |
First Western Trust Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Red Door Wealth Management, LLC | 3 | 1 | 0.03% | 0.26% | 0.56% | Q1 2020 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 3 | 3 | 0.10% | 0.23% | 0.68% | Q4 2021 | Q3 2023 | 6 |
Harbor Group, Inc. | 5 | 1 | 0.11% | 0.14% | 0.15% | Q1 2021 | Q2 2023 | 6 |
McElhenny Sheffield Capital Management, LLC | 4 | 1 | 0.09% | 0.55% | 1.49% | Q3 2021 | Q3 2023 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.05% | 0.29% | 0.88% | Q2 2020 | Q3 2023 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 0.20% | 0.38% | 0.47% | Q1 2021 | Q2 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Van Hulzen Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 6 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.58% | 1.76% | 2.38% | Q1 2022 | Q2 2023 | 6 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2021 | 6 |
Crown Wealth Group, LLC | 4 | 2 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 6 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.12% | 0.14% | 0.20% | Q1 2021 | Q2 2023 | 6 |
Capital Advantage, Inc. | 6 | 6 | 0.08% | 0.10% | 0.15% | Q4 2019 | Q1 2021 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 6 |
Objective Capital Management, LLC | 6 | 6 | 0.21% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 2 | 0.01% | 0.21% | 1.12% | Q2 2019 | Q4 2021 | 6 |
Kellett Wealth Advisors, LLC | 4 | 1 | 0.20% | 5.34% | 8.35% | Q4 2021 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 2.02% | 3.08% | 4.70% | Q2 2022 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.78% | 1.40% | 1.67% | Q3 2020 | Q4 2021 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.46% | 0.49% | 0.52% | Q3 2018 | Q4 2019 | 6 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 6 | 0.01% | 0.07% | 0.10% | Q2 2018 | Q3 2019 | 6 |
S.A. Mason LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
MorganRosel Wealth Management, LLC | 6 | 6 | 0.14% | 0.45% | 1.50% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Gresham Partners, LLC | 6 | 6 | 6.17% | 12.17% | 18.00% | Q4 2018 | Q1 2020 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
GRIMES & COMPANY, INC. | 4 | 2 | 0.01% | 0.80% | 2.42% | Q4 2021 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.26% | 1.08% | Q4 2021 | Q3 2023 | 6 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 6 |
HawsGoodwin Investment Management LLC | 3 | 1 | 0.01% | 0.04% | 0.18% | Q4 2019 | Q4 2021 | 6 |
Congress Wealth Management LLC / DE / | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.02% | 0.16% | 0.49% | Q3 2021 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Arvest Bank Trust Division | 6 | 6 | 0.03% | 0.74% | 1.46% | Q2 2020 | Q3 2021 | 6 |
Manning & Napier Group, LLC | 4 | 2 | 0.05% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 6 |
GAMBLE JONES INVESTMENT COUNSEL | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2022 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 0.07% | 0.17% | 0.30% | Q1 2022 | Q3 2023 | 6 |
Northeast Financial Consultants Inc | 4 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 5 | 5 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.33% | 0.48% | 0.74% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Meristem Family Wealth, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Bernardo Wealth Planning LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Bank Pictet & Cie (Europe) AG | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.14% | 0.17% | 0.21% | Q2 2018 | Q2 2019 | 5 |
Econ Financial Services Corp | 3 | 1 | 1.34% | 4.25% | 6.73% | Q4 2018 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 5.98% | 6.36% | 7.10% | Q3 2021 | Q3 2022 | 5 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.01% | 2.70% | 4.67% | Q3 2018 | Q4 2021 | 5 |
Emerson Wealth, LLC | 5 | 5 | 0.15% | 0.15% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Wellington Shields & Co., LLC | 3 | 2 | 0.02% | 0.11% | 0.20% | Q4 2019 | Q2 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.21% | 0.83% | Q4 2018 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 1.43% | 1.91% | 2.73% | Q4 2018 | Q4 2019 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 1.10% | 1.76% | 2.58% | Q4 2021 | Q4 2022 | 5 |
Soltis Investment Advisors LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Stevard, LLC | 5 | 5 | 0.29% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q2 2019 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 5 |
FOCUS Wealth Advisors, LLC | 5 | 5 | 5.76% | 5.89% | 6.02% | Q2 2021 | Q2 2022 | 5 |
Argent Advisors, Inc. | 5 | 5 | 0.48% | 0.57% | 0.64% | Q4 2019 | Q4 2020 | 5 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Stewardship Advisors, LLC | 5 | 5 | 3.49% | 4.93% | 6.77% | Q3 2022 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 5 |
Pacific Center for Financial Services | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
COBIZ WEALTH, LLC | 5 | 5 | 6.22% | 6.50% | 6.80% | Q2 2018 | Q2 2019 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q4 2023 | 5 |
Varma Mutual Pension Insurance Co | 3 | 2 | 1.99% | 4.16% | 6.00% | Q2 2018 | Q3 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.17% | 0.28% | 0.41% | Q1 2020 | Q1 2021 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Capital Advisors Wealth Management, LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 5 |
Sargent Investment Group, LLC | 5 | 5 | 0.15% | 0.27% | 0.41% | Q4 2018 | Q4 2019 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.08% | 0.87% | 1.78% | Q4 2020 | Q1 2023 | 5 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.08% | 0.08% | 0.09% | Q3 2018 | Q3 2021 | 5 |
Jackson Financial Management | 5 | 5 | 0.36% | 0.43% | 0.52% | Q2 2018 | Q2 2019 | 5 |
NewEdge Wealth, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Southland Equity Partners LLC | 3 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
MRA Advisory Group | 5 | 5 | 0.33% | 0.41% | 0.45% | Q1 2022 | Q1 2023 | 5 |
Centric Wealth Management | 3 | 1 | 0.88% | 0.97% | 1.14% | Q4 2018 | Q3 2020 | 5 |
Emery Howard Portfolio Management, Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Davidson Capital Management Inc. | 4 | 1 | 0.00% | 10.17% | 13.98% | Q4 2019 | Q4 2022 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.76% | 0.86% | 1.17% | Q3 2022 | Q3 2023 | 5 |
FULTON BANK, N.A. | 5 | 5 | 0.02% | 0.05% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.05% | 0.22% | 0.81% | Q2 2018 | Q3 2023 | 5 |
Fieldpoint Private Securities, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.66% | 1.12% | 1.48% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 4.11% | 4.35% | 4.74% | Q4 2022 | Q4 2023 | 5 |
Bell Investment Advisors, Inc | 3 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.40% | 0.57% | 0.68% | Q4 2018 | Q4 2019 | 5 |
TWO SIGMA INVESTMENTS, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Savior LLC | 5 | 5 | 0.09% | 0.33% | 0.73% | Q4 2019 | Q4 2020 | 5 |
Keel Point, LLC | 3 | 2 | 0.09% | 0.12% | 0.17% | Q2 2018 | Q3 2022 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.54% | 0.60% | 0.64% | Q3 2022 | Q3 2023 | 5 |
DHK Financial Advisors, Inc. | 3 | 2 | 0.90% | 0.91% | 0.93% | Q4 2021 | Q3 2023 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.11% | 0.29% | 0.60% | Q1 2022 | Q1 2023 | 5 |
JD Financial Services Inc. | 5 | 5 | 7.42% | 11.13% | 17.98% | Q4 2020 | Q4 2021 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 8.73% | 9.60% | 10.62% | Q2 2018 | Q2 2019 | 5 |
Ledge Wealth Management, Inc. | 5 | 5 | 4.42% | 6.20% | 9.80% | Q3 2022 | Q3 2023 | 5 |
LITTLE HOUSE CAPITAL LLC | 3 | 1 | 0.08% | 1.61% | 2.85% | Q2 2020 | Q3 2022 | 5 |
GIRARD PARTNERS LTD. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q2 2019 | 5 |
WNY Asset Management, LLC | 5 | 5 | 0.90% | 1.63% | 2.29% | Q1 2022 | Q1 2023 | 5 |
Sandbox Financial Partners, LLC | 3 | 2 | 0.12% | 0.28% | 0.55% | Q4 2021 | Q3 2023 | 5 |
CM WEALTH ADVISORS LLC | 5 | 5 | 0.44% | 1.00% | 1.32% | Q2 2022 | Q2 2023 | 5 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 9.96% | 10.89% | 12.28% | Q2 2018 | Q2 2019 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 1 | 0.03% | 1.88% | 3.15% | Q3 2020 | Q3 2023 | 5 |
Wealth Enhancement & Preservation of GA, LLC | 3 | 2 | 1.77% | 4.86% | 13.70% | Q4 2021 | Q1 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TLWM | 5 | 5 | 3.61% | 6.99% | 12.56% | Q4 2018 | Q4 2019 | 5 |
Adero Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Telos Capital Management, Inc. | 5 | 5 | 0.04% | 0.22% | 0.33% | Q3 2022 | Q3 2023 | 5 |
IFS Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
IRON Financial LLC | 5 | 5 | 0.15% | 0.17% | 0.22% | Q3 2018 | Q3 2019 | 5 |
SignalPoint Asset Management, LLC | 3 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Core Wealth Advisors, Inc. | 2 | 1 | 0.00% | 1.57% | 7.84% | Q4 2019 | Q3 2023 | 5 |
Concentrum Wealth Management | 5 | 5 | 4.07% | 4.31% | 4.80% | Q4 2018 | Q4 2019 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 1 | 0.18% | 0.34% | 0.56% | Q4 2021 | Q3 2023 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.03% | 1.17% | 5.49% | Q4 2021 | Q4 2022 | 5 |
55I, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
PICTET BANK & TRUST Ltd | 5 | 5 | 2.79% | 3.00% | 3.18% | Q2 2020 | Q2 2021 | 5 |
LWM Advisory Services, LLC | 4 | 4 | 0.42% | 0.65% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 4.14% | 5.18% | 6.15% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.01% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.53% | 0.57% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.16% | 0.30% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.20% | 0.31% | 0.36% | Q4 2020 | Q3 2021 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Operose Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.50% | 0.52% | 0.54% | Q1 2022 | Q4 2022 | 4 |
Opal Wealth Advisors, LLC | 4 | 4 | 0.40% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ASB Consultores, LLC | 4 | 4 | 0.60% | 8.62% | 15.78% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.30% | 0.37% | 0.55% | Q2 2021 | Q1 2022 | 4 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 2.92% | 3.31% | 4.37% | Q4 2022 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GRIES FINANCIAL LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2018 | Q1 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 2 | 1 | 0.04% | 3.13% | 9.24% | Q2 2018 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.70% | 3.22% | 4.07% | Q4 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.12% | 0.19% | 0.24% | Q1 2021 | Q2 2022 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 1.20% | 1.28% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.64% | 0.75% | 0.83% | Q4 2020 | Q3 2021 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 1.68% | 5.20% | 6.66% | Q2 2019 | Q2 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 1.36% | 1.51% | 1.66% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2021 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Veery Capital, LLC | 4 | 4 | 0.64% | 0.88% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Governors Lane LP | 4 | 4 | 0.08% | 1.50% | 2.52% | Q4 2021 | Q3 2022 | 4 |
Byrne Asset Management LLC | 4 | 4 | 0.01% | 0.08% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 11.06% | 11.25% | 11.44% | Q4 2022 | Q3 2023 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 6.42% | 8.71% | 9.66% | Q4 2020 | Q3 2021 | 4 |
COWEN AND COMPANY, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Empowered Funds, LLC | 2 | 1 | 0.31% | 0.45% | 0.56% | Q2 2021 | Q2 2023 | 4 |
White Lighthouse Investment Management Inc. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q1 2021 | 4 |
ADE, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 0.57% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.17% | 0.34% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.36% | 0.58% | 0.88% | Q1 2021 | Q4 2021 | 4 |
Truadvice, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 3.20% | 3.84% | 4.76% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.03% | 0.63% | 1.09% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 3.16% | 3.62% | 4.70% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.57% | 0.62% | 0.71% | Q4 2020 | Q3 2021 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.34% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.26% | 0.94% | Q2 2018 | Q2 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.28% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
APPLETON PARTNERS INC/MA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.55% | 0.66% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 4.94% | 8.07% | 13.09% | Q4 2022 | Q3 2023 | 4 |
RKL Wealth Management LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q1 2019 | 4 |
Old North State Trust, LLC | 3 | 1 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q3 2019 | 4 |
Fort Sheridan Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.35% | 0.54% | Q4 2021 | Q3 2023 | 4 |
True Link Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
QCM Cayman, Ltd. | 2 | 1 | 0.30% | 0.79% | 1.58% | Q3 2020 | Q2 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.82% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Riggs Asset Managment Co. Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 4 |
Miller Investment Management, LP | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Trust Co International of Pennsylvania | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2019 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.24% | 0.71% | 1.96% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2020 | 4 |
TMD Wealth Management, LLC | 4 | 4 | 0.42% | 1.98% | 4.01% | Q4 2022 | Q3 2023 | 4 |
Financial Insights, Inc. | 3 | 1 | 0.43% | 1.83% | 3.05% | Q3 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 4 | 4 | 0.11% | 0.20% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.05% | 0.36% | 0.63% | Q4 2022 | Q3 2023 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Curated Wealth Partners LLC | 4 | 4 | 0.69% | 1.64% | 2.22% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 1.71% | 3.58% | 4.79% | Q2 2021 | Q1 2022 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 4 |
Jupiter Wealth Management LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q1 2019 | Q4 2019 | 4 |
Legacy Advisors, LLC | 2 | 2 | 0.05% | 0.09% | 0.11% | Q2 2018 | Q2 2019 | 4 |
American Financial Advisors, LLC | 2 | 2 | 0.07% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.27% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.22% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 4 | 4 | 0.02% | 0.11% | 0.19% | Q1 2019 | Q4 2019 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.31% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 18.81% | 20.48% | 21.90% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.30% | 0.53% | 0.80% | Q1 2021 | Q4 2021 | 4 |
First County Bank /CT/ | 4 | 4 | 0.23% | 0.30% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 3.61% | 3.90% | 4.34% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.38% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.53% | 1.20% | Q1 2022 | Q1 2023 | 4 |
Clarity Financial LLC | 3 | 1 | 0.04% | 1.50% | 3.08% | Q2 2022 | Q3 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RiverTree Advisors, LLC | 2 | 2 | 1.43% | 2.38% | 3.04% | Q2 2022 | Q3 2023 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.22% | 1.20% | 3.81% | Q2 2019 | Q1 2020 | 4 |
Joule Financial, LLC | 4 | 4 | 3.17% | 8.22% | 10.30% | Q4 2022 | Q3 2023 | 4 |
Steinberg Global Asset Management | 4 | 4 | 0.22% | 0.52% | 0.68% | Q2 2018 | Q1 2019 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 4 | 2.54% | 2.79% | 3.48% | Q4 2022 | Q3 2023 | 4 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 1.29% | 7.13% | 17.86% | Q1 2019 | Q2 2021 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.21% | 0.31% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Rossmore Private Capital | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 3 | 1 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q1 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.04% | 0.11% | 0.32% | Q2 2021 | Q2 2022 | 4 |
Next Capital Management LLC | 4 | 4 | 0.38% | 0.50% | 0.59% | Q4 2018 | Q3 2019 | 4 |
Erickson Financial Group, LLC | 4 | 4 | 1.64% | 2.03% | 2.93% | Q4 2021 | Q3 2022 | 4 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 1.22% | 1.37% | 1.54% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.48% | 0.58% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.17% | 0.19% | 0.20% | Q3 2020 | Q2 2021 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.02% | 1.06% | 2.07% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 5.17% | 6.79% | 8.33% | Q4 2021 | Q3 2022 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.00% | 0.30% | 0.57% | Q3 2019 | Q3 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Leucadia National | 4 | 4 | 0.09% | 0.14% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Consolidated Planning Corp | 3 | 1 | 0.66% | 0.75% | 0.81% | Q2 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.26% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.41% | 0.44% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Blue Investment Partners LLC | 4 | 4 | 5.05% | 5.72% | 6.62% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
LATHROP INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 4.27% | 4.40% | 4.50% | Q1 2023 | Q3 2023 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coastwise Capital Group, LLC | 3 | 3 | 0.43% | 0.45% | 0.47% | Q4 2022 | Q2 2023 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.27% | 0.42% | 0.50% | Q4 2018 | Q2 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Kowal Investment Group, LLC | 2 | 1 | 0.01% | 0.07% | 0.10% | Q3 2021 | Q2 2022 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.41% | 0.79% | 1.02% | Q4 2021 | Q2 2022 | 3 |
Renasant Bank | 3 | 3 | 0.51% | 0.60% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Palo Capital, Inc. | 3 | 3 | 0.40% | 0.40% | 0.41% | Q2 2018 | Q4 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.02% | 0.24% | 0.64% | Q3 2021 | Q3 2023 | 3 |
Centiva Capital, LP | 2 | 1 | 0.03% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 3 |
Round Table Services, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
WorthPointe, LLC | 2 | 1 | 0.40% | 0.42% | 0.45% | Q4 2021 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Hubbell Strickland Wealth Management, LLC | 2 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q2 2023 | 3 |
ERn Financial, LLC | 3 | 3 | 0.09% | 3.40% | 5.56% | Q3 2021 | Q1 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.41% | 0.45% | 0.51% | Q1 2023 | Q3 2023 | 3 |
LOWERY THOMAS, LLC | 3 | 3 | 1.74% | 2.04% | 2.21% | Q1 2023 | Q3 2023 | 3 |
One Day In July LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CAHABA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
SkyView Investment Advisors, LLC | 2 | 1 | 0.45% | 0.61% | 0.69% | Q4 2022 | Q3 2023 | 3 |
FIDUCIENT ADVISORS LLC | 2 | 1 | 0.39% | 3.50% | 9.68% | Q2 2022 | Q3 2023 | 3 |
ACG Wealth | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 3 |
Silversage Advisors | 3 | 3 | 0.48% | 0.50% | 0.51% | Q4 2019 | Q2 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.03% | 0.11% | 0.15% | Q2 2018 | Q4 2018 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.28% | 0.74% | 1.52% | Q2 2019 | Q4 2019 | 3 |
Granby Capital Management, LLC | 3 | 3 | 2.70% | 4.46% | 5.64% | Q4 2020 | Q2 2021 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.65% | 1.71% | 1.76% | Q4 2020 | Q2 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
West Coast Financial LLC | 2 | 1 | 0.06% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Clarity Wealth Advisors, LLC | 3 | 3 | 0.87% | 3.80% | 5.54% | Q4 2019 | Q2 2020 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.77% | 0.84% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Allie Family Office LLC | 3 | 3 | 0.37% | 0.38% | 0.39% | Q2 2022 | Q4 2022 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.47% | 0.55% | 0.62% | Q4 2021 | Q2 2022 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.73% | 0.82% | 0.98% | Q1 2023 | Q3 2023 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.13% | 0.42% | 0.68% | Q1 2022 | Q1 2023 | 3 |
BOSTON RESEARCH & MANAGEMENT INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 3.67% | 3.84% | 3.93% | Q2 2020 | Q4 2020 | 3 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 5.52% | 6.29% | 7.61% | Q3 2022 | Q1 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.59% | 0.99% | 1.48% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 2.75% | 2.84% | 2.96% | Q1 2023 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 3 | 3 | 1.10% | 2.06% | 2.71% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.13% | 0.38% | 0.51% | Q3 2021 | Q1 2022 | 3 |
KRAFT ASSET MANAGEMENT, LLC | 2 | 1 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 3 |
Rezny Wealth Management, Inc. | 3 | 3 | 0.29% | 6.88% | 10.58% | Q2 2018 | Q4 2018 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.14% | 0.17% | Q1 2022 | Q4 2022 | 3 |
Turim 21 Investimentos Ltda. | 2 | 1 | 0.33% | 11.86% | 22.85% | Q2 2021 | Q3 2023 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Surevest, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.05% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Richmond Hill Investments, LLC | 3 | 3 | 1.19% | 1.52% | 1.96% | Q2 2021 | Q4 2021 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 1.68% | 2.09% | 2.80% | Q1 2023 | Q3 2023 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.08% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 3 |
Coastline Trust Co | 3 | 3 | 0.48% | 0.75% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Glaxis Capital Management, LLC | 2 | 1 | 0.38% | 1.29% | 2.84% | Q4 2021 | Q2 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.80% | 0.89% | 1.03% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 3 | 3 | 0.45% | 0.54% | 0.67% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
CFO4Life Group, LLC | 2 | 1 | 0.10% | 0.92% | 2.11% | Q2 2018 | Q3 2019 | 3 |
Northwest Bancshares, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
WealthStone, Inc. | 2 | 1 | 0.16% | 0.21% | 0.24% | Q2 2020 | Q1 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.06% | 0.16% | 0.21% | Q4 2020 | Q2 2021 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
RIDGECREST WEALTH PARTNERS, LLC | 3 | 3 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 1 | 0.95% | 1.33% | 1.82% | Q1 2022 | Q2 2023 | 3 |
Successful Portfolios LLC | 2 | 1 | 0.22% | 0.40% | 0.49% | Q3 2018 | Q4 2019 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.48% | 0.52% | 0.61% | Q1 2023 | Q3 2023 | 3 |
ARROW FINANCIAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Junto Capital Management LP | 2 | 1 | 3.31% | 4.00% | 4.47% | Q4 2022 | Q3 2023 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.11% | 0.15% | 0.18% | Q2 2018 | Q4 2018 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q1 2020 | Q1 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
HWG Holdings LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.11% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PETTYJOHN, WOOD & WHITE, INC | 3 | 3 | 0.05% | 0.13% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Eaton Financial Holdings Company, LLC | 3 | 3 | 0.75% | 1.80% | 2.35% | Q1 2023 | Q3 2023 | 3 |
Beck Bode, LLC | 3 | 3 | 1.07% | 1.11% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.02% | 0.38% | 1.11% | Q4 2018 | Q2 2019 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.23% | 0.76% | 1.14% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.95% | 1.10% | 1.22% | Q4 2021 | Q2 2022 | 3 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.36% | 0.67% | Q4 2019 | Q4 2021 | 3 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.12% | 0.19% | 0.28% | Q2 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.59% | 1.67% | 1.73% | Q1 2023 | Q3 2023 | 3 |
J2 Capital Management Inc | 3 | 3 | 2.11% | 2.60% | 3.47% | Q4 2021 | Q2 2022 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.04% | 0.19% | 0.34% | Q4 2022 | Q3 2023 | 3 |
Probabilities Fund Management, LLC | 3 | 3 | 1.29% | 1.59% | 2.11% | Q2 2018 | Q4 2018 | 3 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.09% | 1.08% | 3.00% | Q4 2021 | Q3 2023 | 3 |
Purus Wealth Management, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.19% | 0.52% | Q2 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.20% | 0.27% | Q1 2023 | Q3 2023 | 3 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.02% | 0.27% | 0.76% | Q4 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q4 2019 | Q2 2020 | 3 |
BURNEY CO/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Horizon Kinetics | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.32% | 0.40% | 0.47% | Q3 2019 | Q1 2020 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Lionsbridge Wealth Management LLC | 1 | 1 | 1.76% | 1.80% | 1.84% | Q4 2019 | Q3 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.36% | 0.40% | 0.44% | Q2 2018 | Q3 2018 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
South Shore Capital Advisors | 2 | 2 | 1.54% | 2.24% | 2.95% | Q4 2020 | Q1 2021 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.05% | 0.14% | 0.23% | Q2 2023 | Q3 2023 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 1.29% | 1.52% | 1.75% | Q2 2023 | Q3 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.06% | 0.17% | 0.27% | Q1 2020 | Q2 2020 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.72% | 1.77% | 1.82% | Q2 2023 | Q3 2023 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 13.77% | 15.02% | 16.27% | Q2 2023 | Q3 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.44% | 0.75% | 1.06% | Q2 2018 | Q3 2018 | 2 |
Blankinship & Foster, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 1.85% | 2.16% | 2.46% | Q2 2022 | Q3 2022 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.16% | 0.30% | 0.45% | Q4 2020 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 6.55% | 8.41% | 10.27% | Q3 2022 | Q4 2022 | 2 |
Rain Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Rokos Capital Management LLP | 2 | 2 | 0.20% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.26% | 0.44% | 0.62% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 2 |
PRING TURNER CAPITAL GROUP INC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WPWealth LLP | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 2 |
Parkside Investments, LLC | 2 | 2 | 0.12% | 0.21% | 0.30% | Q2 2023 | Q3 2023 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 1.57% | 1.89% | 2.21% | Q2 2018 | Q3 2018 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q3 2019 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.26% | 0.83% | 1.39% | Q4 2021 | Q3 2023 | 2 |
WestEnd Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GREENHAVEN ASSOCIATES INC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q3 2019 | 2 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.59% | 0.63% | 0.66% | Q1 2023 | Q2 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2022 | Q1 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 2 |
Ally Financial Inc. | 2 | 2 | 0.10% | 0.73% | 1.35% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 2 |
CMG Global Holdings, LLC | 2 | 2 | 1.76% | 2.01% | 2.26% | Q2 2023 | Q3 2023 | 2 |
Capitol Family Office, Inc. | 2 | 2 | 1.06% | 4.14% | 7.22% | Q2 2023 | Q3 2023 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.12% | 0.17% | 0.21% | Q1 2021 | Q2 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.26% | 0.68% | 1.10% | Q2 2023 | Q3 2023 | 2 |
J Arnold Wealth Management Co | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mathes Company, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 2.24% | 2.41% | 2.58% | Q4 2020 | Q1 2021 | 2 |
Polianta Ltd | 1 | 1 | 3.99% | 5.27% | 6.55% | Q2 2018 | Q1 2019 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.44% | 0.54% | 0.64% | Q2 2023 | Q3 2023 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Apriem Advisors | 2 | 2 | 1.53% | 1.86% | 2.18% | Q2 2018 | Q3 2018 | 2 |
FMA ADVISORY INC | 2 | 2 | 0.25% | 0.38% | 0.51% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 2.78% | 3.67% | 4.55% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.38% | 0.40% | 0.43% | Q2 2018 | Q3 2018 | 2 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.45% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
DEEPWATER ASSET MANAGEMENT, LLC | 2 | 2 | 0.49% | 0.62% | 0.74% | Q2 2023 | Q3 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
SMI Advisory Services, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
SlateStone Wealth, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 2.03% | 2.05% | 2.08% | Q1 2022 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Community Bank & Trust, Waco, Texas | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Apexium Financial, LP | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.48% | 1.48% | 1.48% | Q2 2023 | Q3 2023 | 2 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.11% | 0.26% | 0.40% | Q4 2019 | Q1 2020 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 0.66% | 0.67% | 0.69% | Q4 2022 | Q1 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.62% | 0.63% | 0.64% | Q2 2023 | Q3 2023 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.36% | 0.69% | Q1 2021 | Q2 2021 | 2 |
Index Fund Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BigSur Wealth Management LLC | 1 | 1 | 0.06% | 0.17% | 0.28% | Q1 2023 | Q3 2023 | 2 |
Winning Points Advisors, LLC | 1 | 1 | 0.26% | 0.27% | 0.29% | Q3 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q1 2022 | Q2 2022 | 2 |
KLS Professional Advisors Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.26% | 2.03% | 2.81% | Q2 2023 | Q3 2023 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.13% | 0.32% | 0.51% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.00% | 3.80% | 7.61% | Q4 2021 | Q1 2022 | 2 |
Braun-Bostich & Associates Inc. | 1 | 1 | 4.95% | 5.85% | 6.75% | Q4 2021 | Q3 2023 | 2 |
KIRR MARBACH & CO LLC /IN/ | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 2 | 2 | 0.45% | 0.90% | 1.34% | Q2 2023 | Q3 2023 | 2 |
Point Break Capital Management, LLC | 2 | 2 | 0.17% | 0.32% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 5.43% | 5.46% | 5.49% | Q2 2023 | Q3 2023 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.08% | 1.13% | 2.18% | Q2 2023 | Q3 2023 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q4 2023 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
FIR TREE CAPITAL MANAGEMENT LP | 2 | 2 | 1.18% | 1.84% | 2.50% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.82% | 0.83% | 0.83% | Q2 2023 | Q3 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2023 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.20% | 0.26% | 0.33% | Q1 2022 | Q2 2023 | 2 |
Charles Carroll Financial Partners, LLC | 2 | 2 | 3.07% | 3.44% | 3.81% | Q2 2023 | Q3 2023 | 2 |
DOW CHEMICAL CO /DE/ | 2 | 2 | 13.34% | 14.33% | 15.33% | Q2 2023 | Q3 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Americana Partners, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q1 2021 | Q2 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.36% | 0.74% | 1.12% | Q4 2019 | Q1 2020 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q3 2018 | 2 |
SG3 Management, LLC | 1 | 1 | 0.11% | 0.23% | 0.35% | Q1 2021 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.23% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
BERRY GROUP, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Knott David M Jr | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.21% | 0.25% | 0.29% | Q1 2021 | Q2 2021 | 2 |
MAD RIVER INVESTORS | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.43% | 0.43% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Columbia Trust Co 01012016 | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 2 |
Prana Capital Management, LP | 1 | 1 | 0.38% | 1.44% | 2.49% | Q2 2022 | Q3 2023 | 2 |
Kaizen Financial Strategies | 1 | 1 | 2.31% | 3.71% | 5.11% | Q1 2021 | Q1 2023 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.19% | 2.25% | 4.31% | Q4 2021 | Q1 2022 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Legacy CG, LLC | 2 | 2 | 2.47% | 4.43% | 6.40% | Q4 2022 | Q1 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.12% | 0.22% | Q1 2021 | Q2 2021 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.40% | 0.41% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 1.44% | 1.48% | 1.53% | Q4 2022 | Q1 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q4 2023 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.13% | 0.55% | 0.98% | Q4 2018 | Q2 2021 | 2 |
KADENSA CAPITAL Ltd | 2 | 2 | 0.54% | 1.82% | 3.11% | Q2 2023 | Q3 2023 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.46% | 0.52% | 0.57% | Q4 2021 | Q1 2022 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.27% | 0.28% | 0.28% | Q4 2021 | Q1 2022 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.58% | 1.94% | 3.31% | Q4 2018 | Q1 2022 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.70% | 0.74% | 0.78% | Q2 2023 | Q3 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2023 | 2 |
AXS Investments LLC | 1 | 1 | 0.35% | 0.42% | 0.49% | Q1 2021 | Q4 2021 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.39% | 0.50% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.14% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 1.16% | 1.18% | 1.19% | Q4 2022 | Q1 2023 | 2 |
LEWIS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q4 2022 | 2 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q2 2020 | Q2 2020 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2019 | Q3 2019 | 1 |
GSG Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Asset Allocation & Management Company, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2020 | Q3 2020 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 13.96% | 13.96% | 13.96% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Designs Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CAPITAL PERFORMANCE ADVISORS LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Southern Farm Bureau Life Insurance | 1 | 1 | 8.24% | 8.24% | 8.24% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Bricktown Capital, LLC | 1 | 1 | 10.88% | 10.88% | 10.88% | Q3 2023 | Q3 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Gillson Capital LP | 1 | 1 | 4.43% | 4.43% | 4.43% | Q3 2023 | Q3 2023 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Navalign, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
TTP Investments, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2022 | Q4 2022 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2022 | Q1 2022 | 1 |
Socha Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2020 | Q4 2020 | 1 |
Rye Brook Capital LLC | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2023 | Q3 2023 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2023 | Q1 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Stellar Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2020 | Q2 2020 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Oak Asset Management, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2022 | Q2 2022 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 6.83% | 6.83% | 6.83% | Q3 2023 | Q3 2023 | 1 |
Gainplan LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Noked Israel Ltd | 1 | 1 | 6.81% | 6.81% | 6.81% | Q2 2023 | Q2 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RFP Financial Group LLC | 1 | 1 | 10.58% | 10.58% | 10.58% | Q3 2023 | Q3 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2022 | Q1 2022 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2018 | Q3 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
EMG Holdings, L.P. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q3 2023 | Q3 2023 | 1 |
Luxor Capital Group, LP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2022 | Q4 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2018 | Q2 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
EA Series Trust | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2018 | Q2 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alden Global Capital LLC | 1 | 1 | 26.76% | 26.76% | 26.76% | Q2 2023 | Q2 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2018 | Q4 2018 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Reliant Wealth Planning | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 12.07% | 12.07% | 12.07% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 12.79% | 12.79% | 12.79% | Q2 2023 | Q2 2023 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2018 | Q2 2018 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Rappaport Reiches Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
ENZI WEALTH | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 9.79% | 9.79% | 9.79% | Q3 2023 | Q3 2023 | 1 |
NORWOOD FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Howard Capital Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2019 | Q1 2019 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CMH Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Adams Asset Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q4 2021 | Q4 2021 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pacific Sage Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Alaska Permanent Fund Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Amundi | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2022 | Q4 2022 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q4 2022 | Q4 2022 | 1 |
Goodman Financial Corp | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
LYRICAL ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 8.18% | 8.18% | 8.18% | Q1 2021 | Q1 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 6.45% | 6.45% | 6.45% | Q3 2023 | Q3 2023 | 1 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q3 2023 | Q3 2023 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2023 | Q2 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 14.75% | 14.75% | 14.75% | Q1 2023 | Q1 2023 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Boothe Investment Group, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Bellecapital International Ltd. | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2023 | Q3 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2023 | Q4 2023 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 9.37% | 9.37% | 9.37% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
PFM Health Sciences, LP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q2 2023 | Q2 2023 | 1 |
Price Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ethic Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
NWI MANAGEMENT LP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2020 | Q2 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Castellan Group | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sachem Head Capital | 1 | 1 | 7.81% | 7.81% | 7.81% | Q2 2023 | Q2 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Wealth Group, LLC | 1 | 1 | 5.28% | 5.28% | 5.28% | Q3 2023 | Q3 2023 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ledyard National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Optas, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bulldog Investors, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 10.91% | 10.91% | 10.91% | Q2 2023 | Q2 2023 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
New Hampshire Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2023 | Q1 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2023 | Q2 2023 | 1 |
FIL Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Geier Asset Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 7.17% | 7.17% | 7.17% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCHANGE TRADED FD T or have owned INVESCO EXCHANGE TRADED FD T in the past.