Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 33 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 23 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 17 | 6 | 0.41% | 0.66% | 1.33% | Q4 2017 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Community Bank, N.A. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Klingman & Associates, LLC | 22 | 22 | 1.89% | 2.85% | 4.51% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.05% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.49% | 0.55% | 0.58% | Q2 2018 | Q3 2023 | 22 |
Arlington Financial Advisors, LLC | 22 | 22 | 2.57% | 4.26% | 5.11% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.01% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Callan Capital, LLC | 22 | 22 | 3.50% | 11.19% | 23.94% | Q2 2018 | Q3 2023 | 22 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 22 | 5.19% | 7.34% | 8.09% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.09% | 0.11% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 22 | 22 | 0.90% | 1.52% | 2.26% | Q2 2018 | Q3 2023 | 22 |
Blue Fin Capital, Inc. | 22 | 22 | 0.10% | 0.25% | 0.52% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CIDEL ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.08% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Citadel Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 22 |
Wharton Business Group, LLC | 22 | 22 | 0.86% | 1.23% | 1.56% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.02% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 8.94% | 14.30% | 17.02% | Q2 2018 | Q3 2023 | 22 |
SIGMA INVESTMENT COUNSELORS INC | 22 | 22 | 0.20% | 0.83% | 2.11% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.26% | 0.34% | 0.42% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 22 | 22 | 0.62% | 1.45% | 2.81% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.04% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Waverly Advisors, LLC | 22 | 22 | 6.38% | 11.79% | 14.67% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.10% | 0.22% | 1.22% | Q2 2018 | Q3 2023 | 22 |
Providence Capital Advisors, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
RFG Advisory, LLC | 22 | 22 | 2.25% | 5.32% | 8.22% | Q2 2018 | Q3 2023 | 22 |
WIMMER ASSOCIATES 1, LLC | 22 | 22 | 1.50% | 2.31% | 3.70% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.36% | 0.79% | 2.20% | Q2 2018 | Q3 2023 | 22 |
Lido Advisors, LLC | 22 | 22 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
McNamara Financial Services, Inc. | 22 | 22 | 0.35% | 0.48% | 0.65% | Q2 2018 | Q3 2023 | 22 |
AIMZ Investment Advisors, LLC | 22 | 22 | 0.33% | 0.37% | 0.41% | Q2 2018 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 0.52% | 0.61% | 0.68% | Q2 2018 | Q3 2023 | 22 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.11% | 0.28% | 0.58% | Q2 2018 | Q3 2023 | 22 |
COUNTRY TRUST BANK | 18 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.02% | 0.20% | Q2 2018 | Q3 2023 | 22 |
MONTAG A & ASSOCIATES INC | 22 | 22 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Paulson Wealth Management Inc. | 22 | 22 | 0.21% | 0.41% | 0.94% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.05% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.01% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.34% | 0.95% | 1.52% | Q2 2018 | Q3 2023 | 22 |
WEATHERLY ASSET MANAGEMENT L. P. | 22 | 22 | 0.04% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 21 | 1 | 0.13% | 0.24% | 0.33% | Q3 2011 | Q3 2023 | 22 |
GREAT LAKES ADVISORS, LLC | 22 | 22 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 22 | 22 | 0.20% | 0.88% | 2.38% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.05% | 0.25% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Gratus Capital, LLC | 22 | 22 | 0.04% | 0.17% | 0.37% | Q2 2018 | Q3 2023 | 22 |
West Coast Financial LLC | 22 | 22 | 0.09% | 0.17% | 0.31% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.05% | 0.16% | 0.43% | Q2 2018 | Q3 2023 | 22 |
GRIMES & COMPANY, INC. | 22 | 22 | 1.04% | 1.72% | 2.80% | Q2 2018 | Q3 2023 | 22 |
Arbor Investment Advisors, LLC | 22 | 22 | 11.62% | 14.12% | 19.35% | Q2 2018 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 22 | 22 | 6.76% | 9.91% | 16.07% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.05% | 0.26% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.09% | 0.87% | 2.28% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.12% | 0.27% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.11% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 22 |
VALLEY NATIONAL ADVISERS INC | 22 | 22 | 0.06% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Crewe Advisors LLC | 22 | 22 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.15% | 0.19% | 0.22% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.24% | 0.44% | 0.90% | Q2 2018 | Q3 2023 | 22 |
Northwest Bancshares, Inc. | 22 | 22 | 0.37% | 0.71% | 1.28% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Advisory, LLC | 22 | 22 | 0.78% | 1.05% | 2.48% | Q2 2018 | Q3 2023 | 22 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 22 | 0.25% | 0.86% | 1.51% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.08% | 0.75% | 2.82% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Hirtle Callaghan & Co LLC | 22 | 22 | 0.16% | 0.25% | 0.45% | Q2 2018 | Q3 2023 | 22 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.72% | 1.55% | 2.72% | Q2 2018 | Q3 2023 | 22 |
Relative Value Partners Group, LLC | 21 | 21 | 2.52% | 3.13% | 3.62% | Q3 2018 | Q3 2023 | 21 |
Windsor Wealth Management, Inc. | 21 | 21 | 0.15% | 0.28% | 0.54% | Q3 2018 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 16 | 5 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q4 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.02% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Geller Advisors LLC | 21 | 21 | 0.05% | 3.69% | 14.90% | Q3 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 21 |
Resource Planning Group | 21 | 21 | 0.85% | 1.21% | 2.61% | Q3 2018 | Q3 2023 | 21 |
BRIGHTON JONES LLC | 11 | 10 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.04% | 0.18% | 2.49% | Q2 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.09% | 0.12% | 0.16% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Blume Capital Management, Inc. | 21 | 21 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Ancora Advisors LLC | 21 | 21 | 0.02% | 0.41% | 0.75% | Q3 2018 | Q3 2023 | 21 |
FDx Advisors, Inc. | 20 | 1 | 0.10% | 0.14% | 0.23% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.16% | 0.26% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Summit Financial Strategies, Inc. | 11 | 2 | 0.06% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
Advisory Services Network, LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.80% | 1.20% | 1.65% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.11% | 0.18% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 2.09% | 3.66% | 6.24% | Q4 2018 | Q3 2023 | 20 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.08% | 0.28% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.01% | 0.06% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Bridgeworth, LLC | 19 | 1 | 0.02% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 20 |
Roundview Capital LLC | 20 | 20 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 1.54% | 2.13% | 3.74% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.08% | 0.42% | 1.89% | Q4 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 1.12% | 5.46% | 15.49% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.36% | 0.40% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 12 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Carlson Capital Management | 14 | 2 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.05% | 0.26% | 0.52% | Q2 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 19 | 19 | 0.16% | 0.44% | 1.21% | Q2 2018 | Q4 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.13% | 0.29% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 19 |
Compass Financial Group, Inc. | 19 | 19 | 1.84% | 4.71% | 6.27% | Q1 2019 | Q3 2023 | 19 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Baker Ellis Asset Management LLC | 19 | 19 | 1.77% | 2.27% | 3.52% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.36% | 1.02% | Q1 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Leonard Rickey Investment Advisors P.L.L.C. | 19 | 19 | 0.09% | 0.29% | 0.91% | Q2 2018 | Q4 2022 | 19 |
Allen Capital Group, LLC | 16 | 3 | 0.18% | 0.27% | 0.32% | Q4 2018 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Arete Wealth Advisors, LLC | 17 | 2 | 0.02% | 0.13% | 1.59% | Q3 2018 | Q2 2023 | 19 |
Burt Wealth Advisors | 15 | 4 | 0.00% | 0.16% | 0.36% | Q2 2018 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2023 | 19 |
TIEDEMANN ADVISORS, LLC | 19 | 19 | 0.03% | 0.58% | 1.90% | Q2 2018 | Q4 2022 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 18 |
IHT Wealth Management, LLC | 18 | 18 | 0.02% | 0.08% | 0.19% | Q2 2018 | Q3 2022 | 18 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 16 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Clearwater Capital Advisors, LLC | 17 | 1 | 0.03% | 0.16% | 0.50% | Q2 2018 | Q4 2022 | 18 |
Tillar-Wenstrup Advisors, LLC | 11 | 7 | 0.12% | 5.49% | 6.88% | Q2 2018 | Q4 2022 | 18 |
Spectrum Management Group, LLC | 18 | 18 | 0.31% | 0.57% | 0.97% | Q2 2018 | Q3 2022 | 18 |
REGENTATLANTIC CAPITAL LLC | 17 | 17 | 0.19% | 0.36% | 0.70% | Q3 2018 | Q3 2022 | 17 |
Cerity Partners LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 17 |
Savant Capital, LLC | 16 | 1 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Hanson & Doremus Investment Management | 17 | 17 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
OLD NATIONAL BANCORP /IN/ | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 17 |
COLONY GROUP LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.03% | 0.10% | 0.13% | Q2 2018 | Q2 2022 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.01% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.01% | 0.39% | 0.70% | Q3 2019 | Q3 2023 | 17 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.19% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Choate Investment Advisors | 15 | 1 | 0.00% | 0.11% | 0.61% | Q2 2018 | Q2 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Van Hulzen Asset Management, LLC | 16 | 16 | 0.02% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.01% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Charles Schwab Trust Co | 9 | 7 | 0.04% | 1.61% | 4.53% | Q3 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.10% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.07% | 0.27% | 0.55% | Q4 2019 | Q3 2023 | 16 |
NOVARE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.15% | 0.33% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.48% | 5.86% | 10.36% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.15% | 0.20% | 0.37% | Q4 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.06% | 0.33% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.09% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FOSTER DYKEMA CABOT & CO INC/MA | 10 | 2 | 0.00% | 1.51% | 3.28% | Q2 2018 | Q3 2023 | 15 |
Aviance Capital Partners, LLC | 11 | 1 | 0.06% | 0.22% | 0.44% | Q2 2018 | Q4 2022 | 15 |
C M BIDWELL & ASSOCIATES LTD | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
First Personal Financial Services | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 12 | 3 | 0.06% | 0.20% | 0.48% | Q2 2018 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 15 |
Asset Planning Services, Ltd. | 15 | 15 | 0.22% | 0.29% | 0.39% | Q2 2018 | Q4 2021 | 15 |
BRR OpCo, LLC | 15 | 15 | 0.09% | 0.11% | 0.16% | Q1 2019 | Q3 2022 | 15 |
Rain Capital Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MUFG Americas Holdings Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Endurance Wealth Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.07% | 0.28% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 15 |
M Holdings Securities, Inc. | 6 | 1 | 0.11% | 0.30% | 0.67% | Q2 2018 | Q2 2023 | 15 |
GOLDMAN SACHS GROUP INC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 4.63% | 7.42% | 14.86% | Q2 2018 | Q4 2021 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.10% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Welch Group, LLC | 10 | 4 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 14 | 14 | 0.01% | 0.05% | 0.19% | Q2 2018 | Q3 2021 | 14 |
Aveo Capital Partners, LLC | 12 | 2 | 0.05% | 0.28% | 0.89% | Q3 2019 | Q3 2023 | 14 |
New England Investment & Retirement Group, Inc. | 14 | 14 | 1.19% | 1.77% | 2.62% | Q2 2018 | Q3 2021 | 14 |
IEQ CAPITAL, LLC | 11 | 3 | 0.02% | 0.08% | 0.22% | Q1 2020 | Q3 2023 | 14 |
Millburn Ridgefield Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Center for Financial Planning, Inc. | 11 | 3 | 0.11% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 14 |
CHILTON CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DOWLING & YAHNKE LLC | 8 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 14 |
Brouwer & Janachowski, LLC | 14 | 14 | 0.30% | 0.39% | 0.52% | Q2 2018 | Q3 2021 | 14 |
Resonant Capital Advisors, LLC | 13 | 1 | 0.65% | 0.94% | 2.30% | Q1 2020 | Q3 2023 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2021 | 14 |
Abbrea Capital, LLC | 14 | 14 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 8 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Ballentine Partners, LLC | 14 | 14 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 7 | 6 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 13 |
AE Wealth Management LLC | 7 | 1 | 0.00% | 0.04% | 0.22% | Q3 2018 | Q3 2023 | 13 |
SVB WEALTH LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 13 |
Personal Capital Advisors Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Gs Investments, Inc. | 13 | 13 | 0.08% | 0.13% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Merit Financial Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 9 | 4 | 0.01% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.33% | 0.43% | 0.55% | Q3 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.22% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 2.60% | 3.05% | 3.77% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 0.15% | 0.17% | 0.19% | Q1 2021 | Q4 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HC FINANCIAL ADVISORS INC | 12 | 12 | 0.30% | 0.35% | 0.49% | Q3 2019 | Q2 2022 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.67% | 0.85% | 1.08% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.50% | 0.70% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 8 | 4 | 0.05% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 9 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.53% | 1.87% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.14% | 0.83% | 4.00% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.36% | 0.52% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 7 | 2 | 0.01% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 0.86% | 2.25% | 3.45% | Q4 2020 | Q3 2023 | 12 |
Sullivan, Bruyette, Speros & Blaney, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Western Wealth Management, LLC | 7 | 5 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 12 |
Linscomb & Williams, Inc. | 12 | 12 | 0.01% | 3.19% | 4.02% | Q4 2020 | Q3 2023 | 12 |
Solitude Financial Services | 12 | 12 | 0.53% | 4.97% | 9.86% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.07% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.05% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.30% | 0.53% | 1.98% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 1.14% | 1.91% | 4.52% | Q2 2018 | Q4 2020 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.22% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PROFFITT & GOODSON INC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2020 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2020 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Summit Place Financial Advisors, LLC | 11 | 11 | 0.42% | 0.47% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Wealthstreet Investment Advisors, LLC | 6 | 5 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q1 2021 | 11 |
Integrated Advisors Network LLC | 9 | 2 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 11 | 0.27% | 1.09% | 1.99% | Q3 2018 | Q1 2021 | 11 |
FineMark National Bank & Trust | 9 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 0.12% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.48% | 0.78% | 1.11% | Q4 2020 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Balentine LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Wealthfront Advisers LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Harborview Advisors, LLC | 11 | 11 | 0.46% | 0.60% | 0.77% | Q1 2019 | Q3 2021 | 11 |
COWA, LLC | 11 | 11 | 0.00% | 0.38% | 0.71% | Q4 2020 | Q2 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WFA of San Diego, LLC | 10 | 1 | 0.89% | 3.28% | 4.16% | Q2 2020 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.60% | 1.91% | 3.60% | Q2 2018 | Q3 2020 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.10% | 0.17% | 0.23% | Q2 2018 | Q3 2020 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Founders Capital Management | 8 | 2 | 0.07% | 0.39% | 0.60% | Q2 2018 | Q1 2021 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Colorado Capital Management, Inc. | 10 | 10 | 0.69% | 0.77% | 0.88% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2020 | 10 |
WADE G W & INC | 10 | 10 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.14% | 1.23% | 1.93% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Aprio Wealth Management, LLC | 10 | 10 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2021 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Garrett Wealth Advisory Group, LLC | 9 | 9 | 0.22% | 5.27% | 7.86% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 6 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Bernicke Wealth Management, Ltd. | 9 | 9 | 0.30% | 0.40% | 0.46% | Q2 2018 | Q2 2020 | 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Mayfair Advisory Group, LLC | 5 | 4 | 0.21% | 0.27% | 0.32% | Q2 2021 | Q3 2023 | 9 |
SigFig Wealth Management, LLC | 9 | 9 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 0.17% | 0.48% | 1.30% | Q1 2021 | Q1 2023 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 2.85% | 3.33% | 5.53% | Q4 2021 | Q4 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.11% | 0.30% | Q1 2020 | Q2 2023 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.09% | 0.19% | 0.37% | Q4 2020 | Q4 2022 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.11% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Sandbox Financial Partners, LLC | 9 | 9 | 0.20% | 0.21% | 0.23% | Q3 2021 | Q3 2023 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.05% | 0.12% | 0.18% | Q4 2020 | Q4 2022 | 9 |
COMERICA BANK | 8 | 1 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Abacus Wealth Partners, LLC | 5 | 4 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Avion Wealth | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.19% | 0.26% | 0.47% | Q4 2019 | Q4 2021 | 9 |
Haverford Trust Co | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.16% | 0.99% | 1.19% | Q3 2021 | Q3 2023 | 9 |
Fermata Advisors, LLC | 8 | 1 | 0.07% | 2.03% | 3.22% | Q1 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Peninsula Wealth, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Avantax Planning Partners, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 0.66% | 0.72% | 0.84% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.76% | 0.89% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.43% | 0.47% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Marion Wealth Management | 8 | 8 | 1.38% | 1.62% | 1.79% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.11% | 0.14% | 0.20% | Q2 2019 | Q1 2021 | 8 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 8 |
Covington Capital Management | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
FINANCIAL COUNSELORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Cribstone Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Madison Asset Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.29% | 1.44% | 4.99% | Q4 2019 | Q3 2021 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.30% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 13.40% | 15.90% | 18.28% | Q4 2021 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.15% | 0.71% | 2.08% | Q2 2018 | Q1 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.35% | 0.44% | 0.52% | Q3 2021 | Q3 2023 | 8 |
Accredited Investors Inc. | 8 | 8 | 0.06% | 0.55% | 0.87% | Q2 2018 | Q1 2020 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.15% | 0.19% | 0.21% | Q1 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 6.05% | 6.66% | 7.13% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.80% | 1.09% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.50% | 0.84% | 1.03% | Q2 2018 | Q1 2020 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IFG Advisory, LLC | 5 | 1 | 0.02% | 0.12% | 0.27% | Q2 2018 | Q1 2022 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.53% | 1.00% | 1.47% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 7 |
RESTON WEALTH MANAGEMENT LLC | 7 | 7 | 0.17% | 11.69% | 17.74% | Q4 2018 | Q2 2020 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Retirement Planning Group, LLC | 4 | 3 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 7 |
Trinity Legacy Partners, LLC | 7 | 7 | 0.92% | 2.66% | 3.60% | Q1 2022 | Q3 2023 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 1.51% | 3.01% | 4.40% | Q2 2018 | Q4 2019 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 1.19% | 1.36% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.49% | 0.76% | 0.89% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 4 | 3 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q1 2023 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 3 | 0.01% | 0.09% | 0.28% | Q3 2021 | Q3 2023 | 7 |
Paragon Wealth Strategies, LLC | 7 | 7 | 0.21% | 0.54% | 0.78% | Q2 2018 | Q4 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.09% | 0.19% | 0.25% | Q4 2018 | Q2 2020 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 3 | 2 | 0.00% | 0.08% | 0.26% | Q4 2020 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PINNACLE FINANCIAL PARTNERS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SC&H Financial Advisors, Inc. | 7 | 7 | 0.21% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q4 2019 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 8.82% | 12.19% | 13.91% | Q4 2021 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 6.05% | 7.09% | 8.51% | Q4 2021 | Q2 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 1.37% | 1.75% | 2.20% | Q4 2021 | Q2 2023 | 7 |
BB&T SECURITIES, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Rollins Financial | 6 | 6 | 0.61% | 1.17% | 1.75% | Q2 2022 | Q3 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.31% | 0.42% | 0.74% | Q3 2018 | Q4 2019 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2019 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.02% | 0.10% | 0.13% | Q3 2018 | Q4 2019 | 6 |
American Trust | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
WealthBridge Capital Management, LLC | 3 | 1 | 0.08% | 0.12% | 0.20% | Q4 2018 | Q1 2022 | 6 |
CADENCE BANK NA | 6 | 6 | 0.15% | 0.16% | 0.19% | Q1 2021 | Q2 2022 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 2.96% | 4.09% | 4.58% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SEGALL BRYANT & HAMILL, LLC | 6 | 6 | 0.05% | 0.18% | 0.20% | Q2 2018 | Q3 2019 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Atria Investments, Inc | 6 | 6 | 0.02% | 0.13% | 0.23% | Q2 2021 | Q3 2022 | 6 |
Next Capital Management LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2020 | 6 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 6 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q3 2019 | 6 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2022 | 6 |
Firestone Capital Management | 4 | 2 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q2 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CPWM, LLC | 6 | 6 | 0.03% | 0.10% | 0.18% | Q2 2018 | Q3 2019 | 6 |
CNB Bank | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.05% | 0.19% | Q2 2018 | Q3 2019 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2022 | 6 |
L & S Advisors Inc | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2019 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Certified Advisory Corp | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 6 |
Trilogy Capital Inc. | 3 | 2 | 0.04% | 0.66% | 1.52% | Q2 2018 | Q4 2019 | 5 |
Courage Miller Partners, LLC | 5 | 5 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.16% | 0.22% | 0.31% | Q3 2022 | Q3 2023 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Cordant, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
WMS Partners, LLC | 5 | 5 | 0.15% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Johnson & White Wealth Management, LLC | 5 | 5 | 1.07% | 2.36% | 3.72% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.04% | 0.19% | 0.32% | Q2 2019 | Q2 2020 | 5 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.09% | 0.13% | Q3 2022 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q2 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 4.42% | 4.80% | 5.50% | Q2 2018 | Q2 2019 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Old Port Advisors | 4 | 1 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BOKF, NA | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 5 |
Merriman Wealth Management, LLC | 4 | 1 | 0.54% | 0.66% | 1.09% | Q2 2021 | Q4 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q1 2021 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
HALL LAURIE J TRUSTEE | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Financial Services Advisory Inc | 5 | 5 | 0.29% | 1.68% | 5.35% | Q3 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 4 | 1 | 0.00% | 0.40% | 0.83% | Q2 2018 | Q3 2019 | 5 |
Wellesley Investment Partners, LLC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q2 2019 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 0.29% | 0.38% | 0.45% | Q4 2021 | Q1 2023 | 5 |
FIRST HAWAIIAN BANK | 5 | 5 | 0.06% | 0.07% | 0.13% | Q2 2018 | Q2 2019 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Confluence Wealth Services, Inc. | 4 | 1 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.51% | 0.67% | 0.78% | Q2 2018 | Q2 2019 | 5 |
CUTLER INVESTMENT COUNSEL LLC | 5 | 5 | 0.21% | 0.28% | 0.38% | Q2 2018 | Q2 2019 | 5 |
CX Institutional | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
CAHABA WEALTH MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Apexium Financial, LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Canton Hathaway, LLC | 3 | 1 | 0.10% | 0.11% | 0.12% | Q3 2018 | Q4 2020 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.11% | 0.58% | 1.08% | Q4 2018 | Q3 2019 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2018 | Q3 2019 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Busey Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.17% | 0.54% | 0.72% | Q2 2018 | Q1 2019 | 4 |
Keebeck Wealth Management, LLC | 4 | 4 | 2.59% | 2.83% | 2.97% | Q3 2020 | Q2 2021 | 4 |
Paul John Balson | 4 | 4 | 0.15% | 0.20% | 0.27% | Q1 2020 | Q4 2020 | 4 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.06% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q4 2022 | Q4 2023 | 4 |
Horiko Capital Management LLC | 4 | 4 | 0.26% | 0.30% | 0.39% | Q4 2018 | Q3 2019 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 4.01% | 4.41% | 5.06% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.69% | 1.05% | 1.31% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.31% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.01% | 0.71% | 2.77% | Q4 2019 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Breakwater Capital Group | 4 | 4 | 3.19% | 3.32% | 3.45% | Q4 2022 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Daniels&Tansey,LLP | 4 | 4 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Smith, Salley & Associates | 3 | 1 | 0.04% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Yoder Wealth Management, Inc. | 3 | 3 | 2.50% | 2.53% | 2.55% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.23% | 0.69% | Q3 2022 | Q3 2023 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 3 |
HSBC HOLDINGS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Lee Financial Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.19% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2020 | Q4 2020 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.38% | 0.39% | 0.42% | Q1 2021 | Q3 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.09% | 0.13% | 0.18% | Q2 2021 | Q2 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.06% | 0.08% | 0.13% | Q4 2018 | Q3 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 3 |
Fortune 45 LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q4 2021 | Q2 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2022 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allegheny Financial Group LTD | 2 | 1 | 0.08% | 0.19% | 0.30% | Q4 2020 | Q4 2021 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 2.02% | 2.08% | 2.13% | Q1 2023 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.20% | 0.31% | 0.50% | Q4 2019 | Q2 2020 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.87% | 1.22% | 1.82% | Q1 2023 | Q3 2023 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Trexquant Investment LP | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2020 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.18% | 0.28% | Q3 2018 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Fairhaven Wealth Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2018 | Q1 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.43% | 0.46% | 0.50% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Price Wealth, LLC | 2 | 2 | 0.85% | 0.86% | 0.86% | Q2 2020 | Q3 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q2 2019 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2020 | 2 |
Raub Brock Capital Management LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 1.29% | 1.40% | 1.51% | Q3 2021 | Q4 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.24% | 1.27% | 1.29% | Q2 2023 | Q3 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 1.10% | 1.21% | 1.32% | Q1 2022 | Q2 2022 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Spectrum Wealth Advisory Group, LLC | 2 | 2 | 0.35% | 0.41% | 0.47% | Q1 2019 | Q2 2019 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.08% | 1.36% | 2.65% | Q2 2022 | Q2 2023 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q1 2019 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.58% | 0.61% | 0.65% | Q2 2018 | Q3 2018 | 2 |
HC Financial Advisors, Inc. | 2 | 2 | 0.58% | 0.65% | 0.73% | Q2 2018 | Q3 2018 | 2 |
Clear Creek Financial Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2019 | Q3 2019 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Plancorp, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Prairiewood Capital, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRUEFG, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 4.48% | 4.48% | 4.48% | Q4 2019 | Q4 2019 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2018 | Q2 2018 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Mosaic Financial Partners, Inc. | 1 | 1 | 3.83% | 3.83% | 3.83% | Q2 2018 | Q2 2018 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 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.