Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 60 |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 60 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 33 |
UBS Group AG | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 1.62% | 2.86% | 4.46% | Q1 2016 | Q4 2022 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2023 | 28 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 16 | 5 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 25 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 25 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 24 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.24% | 0.44% | Q2 2018 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 19 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2023 | 23 |
WOODMONT INVESTMENT COUNSEL LLC | 22 | 22 | 0.06% | 0.42% | 0.83% | Q2 2018 | Q3 2023 | 23 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
New England Private Wealth Advisors LLC | 22 | 22 | 4.09% | 5.32% | 7.88% | Q2 2018 | Q3 2023 | 22 |
Darwin Wealth Management, LLC | 22 | 22 | 0.09% | 0.46% | 1.40% | Q2 2018 | Q3 2023 | 22 |
LANDAAS & CO /WI /ADV | 22 | 22 | 0.41% | 0.75% | 0.99% | Q2 2018 | Q3 2023 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.04% | 0.13% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 22 | 22 | 0.08% | 0.14% | 0.19% | Q2 2018 | Q3 2023 | 22 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.31% | 0.53% | 0.85% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.42% | 0.68% | 0.91% | Q2 2018 | Q3 2023 | 22 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RMB Capital Management, LLC | 22 | 22 | 0.15% | 0.17% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Seneca House Advisors | 22 | 22 | 0.20% | 1.10% | 3.41% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.36% | 0.68% | 0.98% | Q2 2018 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.08% | 0.93% | 2.56% | Q2 2018 | Q3 2023 | 22 |
Ridgewood Investments LLC | 22 | 22 | 1.13% | 2.33% | 3.51% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.03% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Klingman & Associates, LLC | 22 | 22 | 0.30% | 0.61% | 1.00% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.03% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.09% | 0.17% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Ballast, Inc. | 22 | 22 | 3.74% | 4.48% | 5.06% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.09% | 0.24% | 0.52% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.07% | 0.19% | 0.44% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SouthState Corp | 22 | 22 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NVWM, LLC | 22 | 22 | 0.04% | 0.40% | 2.32% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
INVESTMENT PARTNERS, LTD. | 22 | 22 | 0.12% | 0.32% | 0.77% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.02% | 0.14% | 0.71% | Q2 2018 | Q3 2023 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.12% | 0.32% | 0.72% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NewSquare Capital LLC | 22 | 22 | 1.06% | 4.00% | 6.88% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.02% | 0.14% | 0.28% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
TELEMUS CAPITAL, LLC | 22 | 22 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
D.B. Root & Company, LLC | 22 | 22 | 0.09% | 0.88% | 3.39% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
VALLEY NATIONAL ADVISERS INC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 22 | 22 | 0.45% | 0.80% | 1.64% | Q2 2018 | Q3 2023 | 22 |
Gradient Capital Advisors, LLC | 22 | 22 | 0.18% | 0.25% | 0.33% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 22 |
TLWM | 22 | 22 | 0.09% | 0.16% | 0.30% | Q2 2018 | Q3 2023 | 22 |
PATTEN & PATTEN INC/TN | 22 | 22 | 0.08% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Jackson, Grant Investment Advisers, Inc. | 22 | 22 | 2.38% | 3.04% | 3.96% | Q2 2018 | Q3 2023 | 22 |
Ancora Advisors LLC | 22 | 22 | 0.02% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.04% | 0.51% | 1.86% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.08% | 0.22% | 0.38% | Q2 2018 | Q3 2023 | 22 |
High Falls Advisors, Inc | 22 | 22 | 0.12% | 0.22% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.07% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.02% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.05% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.13% | 0.18% | 0.34% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.05% | 0.23% | 1.10% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.06% | 0.30% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.03% | 0.25% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FineMark National Bank & Trust | 22 | 22 | 0.32% | 0.66% | 0.99% | Q2 2018 | Q3 2023 | 22 |
Kendall Capital Management | 22 | 22 | 0.25% | 0.72% | 1.09% | Q2 2018 | Q3 2023 | 22 |
GenTrust, LLC | 22 | 22 | 0.02% | 0.07% | 0.17% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.16% | 0.20% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Harfst & Associates, Inc. | 22 | 22 | 0.42% | 0.65% | 1.01% | Q2 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 22 | 22 | 0.02% | 0.12% | 0.36% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 22 | 0.04% | 0.15% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Milestone Advisory Partners | 22 | 22 | 1.52% | 3.86% | 6.82% | Q2 2018 | Q3 2023 | 22 |
Brookstone Capital Management | 22 | 22 | 0.06% | 2.48% | 6.73% | Q2 2018 | Q3 2023 | 22 |
Atria Investments, Inc | 22 | 22 | 0.02% | 0.17% | 0.66% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.22% | 0.56% | 2.06% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.07% | 0.41% | 1.21% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.06% | 0.20% | 0.38% | Q2 2018 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.04% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Csenge Advisory Group | 22 | 22 | 0.07% | 1.33% | 2.50% | Q2 2018 | Q3 2023 | 22 |
Allied Investment Advisors, LLC | 22 | 22 | 0.22% | 0.36% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Waverly Advisors, LLC | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.10% | 0.42% | Q1 2016 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 22 | 22 | 1.34% | 2.03% | 3.76% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.06% | 0.13% | 0.24% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.20% | 0.33% | 0.51% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.02% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.03% | 0.27% | 1.36% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Providence First Trust Co | 22 | 22 | 0.19% | 0.90% | 1.60% | Q2 2018 | Q3 2023 | 22 |
CFO4Life Group, LLC | 22 | 22 | 0.06% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.01% | 0.40% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Santori & Peters, Inc. | 22 | 22 | 0.67% | 0.97% | 1.34% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.11% | 0.29% | 0.64% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.01% | 3.39% | 20.22% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.26% | 0.36% | 0.48% | Q2 2018 | Q3 2023 | 22 |
G&S Capital LLC | 22 | 22 | 0.16% | 3.22% | 8.95% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 2.06% | 2.97% | 3.90% | Q2 2018 | Q3 2023 | 22 |
Gateway Advisory, LLC | 22 | 22 | 0.04% | 5.44% | 24.22% | Q2 2018 | Q3 2023 | 22 |
Biltmore Family Office, LLC | 22 | 22 | 0.09% | 0.31% | 0.77% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.23% | 1.35% | Q2 2018 | Q3 2023 | 22 |
BOK Financial Private Wealth, Inc. | 22 | 22 | 0.01% | 0.11% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 22 | 22 | 0.68% | 2.48% | 4.00% | Q2 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 0.15% | 0.66% | 1.31% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.05% | 0.08% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 22 | 22 | 0.13% | 0.20% | 0.39% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 22 | 22 | 0.21% | 1.10% | 2.58% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.04% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.06% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.08% | 0.15% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Armbruster Capital Management, Inc. | 22 | 22 | 4.11% | 5.73% | 7.01% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
AJ WEALTH STRATEGIES, LLC | 21 | 21 | 0.07% | 0.30% | 1.25% | Q2 2018 | Q2 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.16% | 0.59% | 1.74% | Q3 2018 | Q3 2023 | 21 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 21 |
Ameritas Investment Partners, Inc. | 15 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 21 | 21 | 0.02% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CWM, LLC | 13 | 8 | 0.02% | 0.12% | 0.88% | Q2 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.17% | 0.24% | 0.38% | Q3 2018 | Q3 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
TOMPKINS FINANCIAL CORP | 12 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q4 2023 | 21 |
Founders Capital Management | 13 | 8 | 0.08% | 0.11% | 0.18% | Q2 2018 | Q4 2023 | 21 |
Lido Advisors, LLC | 13 | 8 | 0.00% | 0.06% | 0.24% | Q2 2018 | Q3 2023 | 21 |
MONEYWISE, INC. | 16 | 5 | 0.68% | 3.25% | 6.40% | Q2 2018 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 21 | 21 | 0.14% | 0.28% | 0.40% | Q2 2018 | Q2 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.12% | 0.56% | Q3 2018 | Q3 2023 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Hilltop Holdings Inc. | 21 | 21 | 0.04% | 0.68% | 1.87% | Q3 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q2 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.14% | 0.41% | 0.95% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.12% | 1.70% | 5.52% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 21 |
First Command Bank | 21 | 21 | 0.22% | 1.87% | 5.52% | Q2 2018 | Q2 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 11 | 10 | 0.01% | 0.30% | 0.82% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.08% | 0.27% | Q2 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 21 | 21 | 0.03% | 0.19% | 0.44% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Prospera Financial Services Inc | 18 | 3 | 0.23% | 2.27% | 5.72% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.06% | 0.54% | 1.55% | Q2 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.11% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Tufton Capital Management | 21 | 21 | 0.05% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 1.14% | 1.50% | 2.30% | Q2 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Nikulski Financial, Inc. | 21 | 21 | 0.84% | 1.61% | 2.99% | Q3 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.09% | 0.51% | 2.08% | Q2 2018 | Q3 2023 | 21 |
FIFTH THIRD SECURITIES, INC. | 15 | 6 | 0.15% | 1.99% | 5.66% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Corundum Group, Inc. | 20 | 1 | 0.48% | 1.08% | 2.22% | Q2 2018 | Q3 2023 | 21 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 1.83% | 3.46% | 6.65% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
COLONY GROUP LLC | 12 | 8 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.03% | 0.13% | 0.29% | Q2 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.31% | 0.55% | 1.06% | Q4 2018 | Q3 2023 | 20 |
MinichMacGregor Wealth Management, LLC | 14 | 2 | 1.68% | 2.74% | 4.26% | Q2 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.12% | 0.27% | 0.40% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.36% | 0.48% | 0.61% | Q4 2018 | Q3 2023 | 20 |
MorganRosel Wealth Management, LLC | 20 | 20 | 0.68% | 2.93% | 7.71% | Q4 2018 | Q3 2023 | 20 |
Global Trust Asset Management, LLC | 20 | 20 | 0.00% | 0.21% | 1.04% | Q4 2018 | Q3 2023 | 20 |
Crestwood Advisors Group, LLC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q1 2023 | 20 |
Estate Counselors, LLC | 20 | 20 | 0.03% | 1.16% | 2.30% | Q3 2018 | Q2 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.92% | 1.75% | 6.07% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.06% | 0.33% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.14% | 0.23% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.86% | 1.16% | 1.86% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.17% | 0.23% | 0.29% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.07% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Ahrens Investment Partners LLC | 20 | 20 | 1.50% | 2.63% | 3.86% | Q2 2018 | Q1 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
JUNCTURE WEALTH STRATEGIES, LLC | 20 | 20 | 0.15% | 1.34% | 5.78% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.47% | 2.13% | Q3 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.12% | 0.34% | Q4 2018 | Q3 2023 | 20 |
PFS INVESTMENTS INC. | 11 | 9 | 0.40% | 1.94% | 3.76% | Q2 2018 | Q2 2023 | 20 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q1 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.14% | 0.25% | 0.41% | Q2 2018 | Q2 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.38% | 0.96% | 1.58% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.22% | Q2 2018 | Q1 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 1.16% | 4.05% | 7.47% | Q4 2018 | Q3 2023 | 20 |
Valmark Advisers, Inc. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Old North State Trust, LLC | 12 | 8 | 1.01% | 1.22% | 1.69% | Q3 2018 | Q3 2023 | 20 |
CPWM, LLC | 19 | 19 | 0.50% | 0.93% | 1.39% | Q1 2018 | Q3 2022 | 19 |
TWO SIGMA INVESTMENTS, LP | 16 | 3 | 0.02% | 0.10% | 0.26% | Q3 2018 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 17 | 2 | 0.00% | 0.03% | 0.16% | Q2 2018 | Q3 2023 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.24% | 0.68% | 1.25% | Q4 2018 | Q3 2023 | 19 |
Merriman Wealth Management, LLC | 19 | 19 | 0.01% | 0.53% | 1.46% | Q1 2019 | Q3 2023 | 19 |
Magnus Financial Group LLC | 19 | 19 | 0.12% | 0.85% | 4.68% | Q1 2019 | Q3 2023 | 19 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Bogart Wealth, LLC | 19 | 19 | 0.00% | 0.30% | 5.02% | Q1 2019 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 19 |
ICONIQ Capital, LLC | 19 | 19 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q4 2022 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.09% | 0.93% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
EP Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.08% | 0.29% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO OF NEVADA INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
First Heartland Consultants, Inc. | 19 | 19 | 0.01% | 0.53% | 2.28% | Q4 2018 | Q2 2023 | 19 |
Measured Wealth Private Client Group, LLC | 18 | 1 | 0.00% | 1.05% | 6.09% | Q3 2018 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.05% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.44% | 0.75% | 1.35% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.14% | 0.22% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.20% | 0.33% | 0.59% | Q4 2018 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.01% | 1.19% | 4.28% | Q2 2018 | Q4 2022 | 19 |
Robertson Stephens Wealth Management, LLC | 14 | 5 | 0.02% | 0.09% | 0.29% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
First PREMIER Bank | 19 | 19 | 0.12% | 2.02% | 2.44% | Q1 2019 | Q3 2023 | 19 |
West Coast Financial LLC | 10 | 9 | 0.03% | 2.85% | 8.77% | Q2 2018 | Q1 2023 | 19 |
Segment Wealth Management, LLC | 14 | 5 | 0.04% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 19 |
ROTHSCHILD INVESTMENT LLC /IL | 18 | 18 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.34% | 0.62% | 1.23% | Q2 2018 | Q3 2022 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
KWMG, LLC | 18 | 18 | 0.04% | 0.46% | 0.99% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.72% | 0.98% | 1.50% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 12 | 3 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 18 |
Opes Wealth Management LLC | 18 | 18 | 0.75% | 1.62% | 2.35% | Q2 2019 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Corient Capital Partners, LLC | 18 | 18 | 0.02% | 0.10% | 0.17% | Q2 2018 | Q3 2022 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.18% | 0.58% | 0.75% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.11% | 0.42% | Q2 2018 | Q3 2023 | 18 |
AlphaStar Capital Management, LLC | 18 | 18 | 0.04% | 0.56% | 1.28% | Q2 2018 | Q3 2022 | 18 |
WealthShield Partners, LLC | 11 | 7 | 0.01% | 0.36% | 0.98% | Q4 2018 | Q3 2023 | 18 |
HBK Sorce Advisory LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2023 | 18 |
Arkos Global Advisors | 18 | 18 | 0.08% | 0.89% | 3.80% | Q2 2019 | Q3 2023 | 18 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 7 | 0.16% | 0.33% | 0.82% | Q1 2019 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.03% | 0.07% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Peninsula Wealth, LLC | 10 | 8 | 0.07% | 0.12% | 0.15% | Q2 2018 | Q3 2023 | 18 |
First Personal Financial Services | 18 | 18 | 0.02% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Windsor Wealth Management, Inc. | 18 | 18 | 0.05% | 0.14% | 0.38% | Q2 2019 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BOKF, NA | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
BECK CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.37% | 0.61% | 1.06% | Q2 2018 | Q3 2022 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.16% | 0.36% | 0.77% | Q1 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.07% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 13 | 2 | 0.01% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 18 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.10% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
ASPIRIANT, LLC | 10 | 7 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 17 |
CIBC WORLD MARKET INC. | 8 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q4 2022 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 17 | 0.16% | 0.26% | 0.40% | Q3 2018 | Q3 2022 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.05% | 0.47% | 0.86% | Q4 2018 | Q3 2023 | 17 |
BESSEMER GROUP INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 17 |
IMA Wealth, Inc. | 17 | 17 | 0.00% | 0.22% | 0.60% | Q2 2018 | Q2 2022 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.19% | 0.51% | 1.44% | Q3 2019 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 9 | 8 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 17 |
COMERICA BANK | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 17 | 17 | 0.00% | 0.65% | 2.30% | Q2 2018 | Q2 2022 | 17 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Avior Wealth Management, LLC | 10 | 7 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
DEUTSCHE BANK AG\ | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Brick & Kyle, Associates | 17 | 17 | 0.38% | 0.44% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 10 | 7 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.54% | 2.85% | 5.34% | Q3 2019 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 0.49% | 0.60% | 0.92% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.30% | 0.42% | 0.63% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.06% | 0.36% | 0.76% | Q2 2018 | Q1 2022 | 16 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
CX Institutional | 16 | 16 | 0.02% | 1.16% | 5.66% | Q1 2019 | Q4 2022 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.13% | 0.25% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 12 | 1 | 0.00% | 0.84% | 7.95% | Q2 2018 | Q3 2023 | 16 |
FIRST AMERICAN TRUST, FSB | 7 | 3 | 0.04% | 0.09% | 0.17% | Q2 2018 | Q2 2023 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.00% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 1.73% | 2.37% | 4.40% | Q4 2019 | Q3 2023 | 16 |
Norway Savings Bank | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.15% | 1.59% | 4.27% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.13% | 0.25% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.11% | 0.32% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.12% | 0.27% | 0.69% | Q4 2019 | Q3 2023 | 16 |
ARGI Investment Services, LLC | 11 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.65% | 0.92% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.08% | 0.21% | 1.28% | Q4 2019 | Q3 2023 | 16 |
NOVARE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 1.76% | 3.10% | Q1 2019 | Q4 2022 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 16 | 16 | 2.55% | 4.36% | 6.84% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.55% | 1.38% | 4.65% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 1.48% | 2.07% | 4.23% | Q4 2019 | Q3 2023 | 16 |
Private Capital Group, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 16 |
XML Financial, LLC | 16 | 16 | 0.17% | 0.71% | 1.06% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15 | 1 | 0.02% | 0.38% | 2.30% | Q4 2018 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.31% | 0.41% | 0.54% | Q4 2019 | Q3 2023 | 16 |
SFMG, LLC | 12 | 4 | 0.05% | 0.14% | 0.41% | Q1 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.22% | 3.62% | 16.10% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 10.65% | 12.67% | 15.03% | Q1 2020 | Q3 2023 | 15 |
SMITH, MOORE & CO. | 13 | 2 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 1 | 0.24% | 0.88% | 2.24% | Q2 2018 | Q3 2023 | 15 |
Curbstone Financial Management Corp | 15 | 15 | 0.14% | 0.18% | 0.24% | Q3 2019 | Q1 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q1 2023 | 15 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 15 |
StoneX Group Inc. | 15 | 15 | 0.06% | 0.30% | 0.71% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.09% | 0.18% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Mutual Advisors, LLC | 7 | 3 | 0.02% | 0.07% | 0.61% | Q2 2018 | Q3 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 2 | 0.00% | 0.00% | 0.05% | Q2 2018 | Q1 2022 | 15 |
Intelligence Driven Advisers, LLC | 15 | 15 | 0.10% | 0.79% | 1.51% | Q1 2020 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.14% | 0.32% | 0.75% | Q2 2018 | Q4 2021 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.06% | 0.23% | 0.59% | Q2 2018 | Q4 2021 | 15 |
Berkshire Money Management, Inc. | 8 | 7 | 0.06% | 2.75% | 5.83% | Q4 2018 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.43% | 0.83% | 1.41% | Q1 2020 | Q3 2023 | 15 |
DOW CHEMICAL CO /DE/ | 9 | 6 | 17.79% | 40.06% | 81.98% | Q3 2018 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 11 | 1 | 0.02% | 0.04% | 0.09% | Q3 2011 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Johanson Financial Advisors, Inc. | 15 | 15 | 0.44% | 0.59% | 1.11% | Q2 2018 | Q4 2021 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 15 |
North Star Investment Management Corp. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 15 |
Emery Howard Portfolio Management, Inc. | 15 | 15 | 0.09% | 0.11% | 0.12% | Q2 2018 | Q4 2021 | 15 |
Mission Creek Capital Partners, Inc. | 15 | 15 | 0.05% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Financial Architects, Inc | 9 | 2 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q2 2023 | 15 |
Focused Wealth Management, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 8 | 7 | 0.01% | 0.07% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 0.92% | 1.24% | 2.00% | Q4 2019 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.23% | 0.35% | 0.46% | Q1 2020 | Q3 2023 | 15 |
F3Logic, LLC | 14 | 14 | 0.03% | 1.78% | 5.49% | Q1 2019 | Q2 2022 | 14 |
Argent Trust Co | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2021 | 14 |
Silicon Hills Wealth Management, LLC | 9 | 5 | 1.07% | 3.34% | 6.44% | Q4 2019 | Q2 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.05% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q2 2023 | 14 |
Geller Advisors LLC | 8 | 6 | 0.27% | 1.45% | 8.59% | Q2 2018 | Q3 2023 | 14 |
Glassman Wealth Services | 13 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 9 | 1 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 14 |
M&T BANK CORP | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.07% | 0.81% | 3.04% | Q4 2019 | Q1 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Capital Asset Advisory Services LLC | 12 | 2 | 0.00% | 0.81% | 5.65% | Q2 2018 | Q3 2022 | 14 |
Newport Wealth Strategies, Inc. | 14 | 14 | 0.49% | 0.76% | 1.28% | Q2 2018 | Q3 2021 | 14 |
CreativeOne Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.13% | 0.25% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 1 | 0.18% | 0.83% | 1.01% | Q4 2019 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 1.38% | 1.93% | 2.36% | Q2 2020 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.02% | 3.83% | 6.25% | Q2 2020 | Q3 2023 | 14 |
Eudaimonia Partners, LLC | 8 | 6 | 0.05% | 0.23% | 0.84% | Q4 2019 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.19% | 0.27% | 0.35% | Q2 2018 | Q2 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.29% | 0.52% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Berkeley Capital Partners, LLC | 7 | 7 | 0.08% | 0.25% | 0.50% | Q2 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.23% | 0.36% | 0.72% | Q4 2019 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.12% | 0.43% | Q4 2019 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 4 | 2 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
Choate Investment Advisors | 8 | 6 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.01% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2022 | 14 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 14 | 3.34% | 4.39% | 6.37% | Q2 2020 | Q3 2023 | 14 |
Principle Wealth Partners LLC | 12 | 1 | 0.01% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.07% | 0.10% | 0.17% | Q1 2020 | Q1 2023 | 13 |
Bison Wealth, LLC | 13 | 13 | 0.06% | 0.14% | 0.25% | Q4 2018 | Q4 2021 | 13 |
Wealth CMT | 7 | 6 | 0.11% | 0.66% | 1.93% | Q4 2019 | Q2 2023 | 13 |
Trilogy Capital Inc. | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.06% | 0.12% | 0.20% | Q2 2018 | Q2 2021 | 13 |
Weaver Consulting Group | 8 | 2 | 0.12% | 1.11% | 2.20% | Q1 2019 | Q2 2023 | 13 |
PRIVATE ASSET MANAGEMENT INC | 13 | 13 | 0.07% | 0.19% | 0.75% | Q2 2018 | Q2 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Newman Dignan & Sheerar, Inc. | 8 | 1 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 13 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2021 | 13 |
COURIER CAPITAL LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.40% | 0.51% | 0.72% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.37% | 0.62% | 1.38% | Q3 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 9 | 1 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.04% | Q1 2020 | Q3 2023 | 13 |
EPG Wealth Management LLC | 9 | 4 | 0.07% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 13 |
ASSETMARK, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 13 |
Millburn Ridgefield Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Simplicity Solutions, LLC | 10 | 3 | 0.01% | 0.07% | 0.46% | Q3 2018 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 13 |
Atlas Private Wealth Advisors | 7 | 6 | 0.04% | 0.25% | 0.55% | Q2 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 13 | 13 | 0.05% | 0.15% | 0.27% | Q2 2018 | Q2 2021 | 13 |
Wagner Wealth Management, LLC | 10 | 2 | 0.06% | 0.95% | 2.67% | Q2 2018 | Q1 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 12 |
Verity Asset Management, Inc. | 6 | 3 | 0.64% | 1.07% | 1.46% | Q4 2018 | Q1 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.17% | 0.86% | 4.97% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.42% | 0.85% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
West Oak Capital, LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q1 2021 | 12 |
Sullivan, Bruyette, Speros & Blaney, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q1 2021 | 12 |
Well Done, LLC | 7 | 1 | 0.04% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 12 |
Rikoon Group, LLC | 12 | 12 | 0.20% | 0.42% | 0.53% | Q2 2018 | Q1 2021 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.44% | 0.50% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.29% | 0.45% | 1.18% | Q4 2020 | Q3 2023 | 12 |
PROFESSIONAL PLANNING | 5 | 3 | 0.18% | 0.75% | 1.22% | Q2 2018 | Q3 2021 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q1 2022 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.16% | 0.48% | 0.96% | Q4 2018 | Q3 2021 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 1.03% | 1.77% | 2.57% | Q4 2020 | Q3 2023 | 12 |
Compass Advisory Group LLC | 12 | 12 | 0.25% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.38% | 0.72% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.25% | 1.71% | 3.36% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.08% | 0.18% | Q4 2018 | Q3 2021 | 12 |
Cassaday & Co Inc. | 8 | 1 | 0.01% | 1.22% | 5.87% | Q4 2014 | Q4 2021 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 11 | 1 | 0.00% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.22% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.36% | 0.50% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.05% | 0.18% | Q2 2019 | Q2 2023 | 12 |
ACG Wealth | 11 | 1 | 0.03% | 0.13% | 0.19% | Q2 2018 | Q2 2022 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Divergent Planning, LLC | 12 | 12 | 0.15% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Paloma Partners Management Co | 3 | 2 | 0.01% | 0.08% | 0.27% | Q1 2019 | Q2 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.38% | 0.42% | 0.56% | Q4 2020 | Q3 2023 | 12 |
GENWORTH FINANCIAL INC | 12 | 12 | 2.27% | 27.32% | 100.00% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 1.35% | 2.09% | 3.21% | Q4 2020 | Q3 2023 | 12 |
SEGALL BRYANT & HAMILL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.06% | 0.16% | 0.36% | Q1 2020 | Q3 2023 | 12 |
Savior LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Verdence Capital Advisors LLC | 9 | 3 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 12 |
NBT BANK N A /NY | 11 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.45% | 0.54% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.22% | 0.31% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 11 | 11 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q2 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.45% | 0.67% | 1.24% | Q4 2019 | Q2 2022 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 10 | 1 | 0.24% | 0.63% | 0.94% | Q4 2018 | Q3 2023 | 11 |
Aries Wealth Management | 11 | 11 | 0.20% | 0.49% | 0.80% | Q1 2019 | Q3 2021 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q4 2022 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.14% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2023 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.26% | 0.29% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
RFG Advisory, LLC | 6 | 5 | 0.03% | 0.28% | 0.80% | Q2 2019 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.16% | 0.36% | 0.90% | Q4 2020 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.02% | 0.04% | 0.04% | Q2 2018 | Q4 2020 | 11 |
MAI Capital Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Private Advisory Group LLC | 10 | 1 | 0.04% | 0.16% | 0.79% | Q1 2020 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.07% | 0.19% | Q2 2018 | Q1 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
HCR Wealth Advisors | 11 | 11 | 0.06% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
VALICENTI ADVISORY SERVICES INC | 11 | 11 | 0.08% | 0.75% | 1.36% | Q1 2021 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.09% | 0.13% | 0.17% | Q2 2018 | Q4 2020 | 11 |
1900 WEALTH MANAGEMENT LLC | 11 | 11 | 0.04% | 0.06% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Ford Financial Group, LLC | 5 | 1 | 0.02% | 2.35% | 4.93% | Q4 2018 | Q4 2022 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.04% | 0.10% | 0.20% | Q3 2019 | Q1 2022 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 4.49% | 6.61% | 13.75% | Q4 2020 | Q2 2023 | 11 |
KAYS FINANCIAL ADVISORY CORP /ADV | 11 | 11 | 0.14% | 0.62% | 4.28% | Q1 2018 | Q3 2020 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2020 | 11 |
CFM WEALTH PARTNERS LLC | 11 | 11 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q2 2022 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.32% | 0.95% | 2.17% | Q4 2020 | Q3 2023 | 11 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2020 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Burt Wealth Advisors | 5 | 2 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q1 2023 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 0.61% | 0.73% | 0.85% | Q2 2018 | Q3 2020 | 10 |
Centric Wealth Management | 6 | 1 | 0.49% | 0.94% | 2.26% | Q4 2018 | Q3 2022 | 10 |
VICUS CAPITAL | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.12% | 0.34% | 0.41% | Q2 2018 | Q3 2020 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.00% | 0.25% | 0.95% | Q4 2020 | Q1 2023 | 10 |
SG Americas Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2020 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisors Preferred, LLC | 10 | 10 | 0.40% | 0.92% | 2.06% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Insight Advisors, LLC/ PA | 10 | 10 | 0.12% | 0.47% | 0.97% | Q4 2020 | Q1 2023 | 10 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 5 | 1 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 10 |
Sargent Investment Group, LLC | 10 | 10 | 0.07% | 0.11% | 0.15% | Q4 2018 | Q1 2021 | 10 |
Capital Advisors Wealth Management, LLC | 10 | 10 | 0.07% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.12% | 0.17% | 0.21% | Q2 2018 | Q3 2020 | 10 |
BAILARD, INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.67% | 0.89% | 1.16% | Q2 2021 | Q3 2023 | 10 |
NOESIS CAPITAL MANGEMENT CORP | 10 | 10 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q4 2021 | 10 |
EMFO, LLC | 10 | 10 | 0.04% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.44% | 0.66% | 0.84% | Q2 2018 | Q3 2020 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.22% | 0.64% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 6 | 4 | 0.03% | 1.69% | 6.72% | Q3 2019 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 10 | 10 | 0.46% | 2.12% | 4.98% | Q2 2018 | Q3 2020 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 0.08% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.10% | 0.35% | 0.97% | Q4 2020 | Q1 2023 | 10 |
Northwest Capital Management Inc | 10 | 10 | 0.18% | 1.68% | 2.51% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.08% | 0.68% | Q4 2019 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.16% | 0.89% | 1.63% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.05% | 0.32% | 0.53% | Q2 2018 | Q3 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.31% | 0.49% | 0.56% | Q1 2021 | Q3 2023 | 10 |
AlphaCore Capital LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 10 |
Strategic Advisors LLC | 10 | 10 | 0.08% | 0.28% | 0.59% | Q3 2018 | Q4 2020 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.06% | 0.24% | 0.35% | Q2 2018 | Q3 2020 | 10 |
St. Louis Trust Co | 6 | 4 | 0.08% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 6 | 1 | 0.02% | 0.06% | 0.29% | Q4 2019 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 10 |
CAHILL FINANCIAL ADVISORS INC | 10 | 10 | 0.04% | 0.08% | 0.12% | Q3 2019 | Q4 2021 | 10 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q4 2021 | 10 |
Deane Retirement Strategies, Inc. | 8 | 2 | 0.00% | 5.13% | 6.83% | Q2 2020 | Q2 2023 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.00% | 0.25% | 0.47% | Q2 2021 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
GW HENSSLER & ASSOCIATES LTD | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Rathbones Group PLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q2 2020 | 9 |
Banco BTG Pactual S.A. | 6 | 6 | 0.02% | 2.59% | 4.16% | Q2 2022 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
WMS Partners, LLC | 9 | 9 | 0.30% | 0.68% | 0.93% | Q2 2018 | Q2 2020 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Laurel Wealth Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 9 |
Chicago Wealth Management, Inc. | 5 | 4 | 0.22% | 3.68% | 9.14% | Q4 2019 | Q3 2022 | 9 |
Pinnacle Wealth Management Group, Inc. | 9 | 9 | 1.93% | 2.67% | 3.16% | Q2 2021 | Q2 2023 | 9 |
Sound Financial Strategies Group, LLC | 8 | 1 | 0.10% | 1.61% | 6.00% | Q1 2021 | Q3 2023 | 9 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.09% | 0.49% | 1.01% | Q1 2020 | Q1 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
PITTENGER & ANDERSON INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Kowal Investment Group, LLC | 9 | 9 | 0.00% | 0.12% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6 | 1 | 0.85% | 2.53% | 5.21% | Q1 2019 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.09% | 0.24% | Q4 2018 | Q2 2022 | 9 |
Private Wealth Group, LLC | 7 | 2 | 0.17% | 1.68% | 2.49% | Q2 2018 | Q4 2020 | 9 |
Concorde Asset Management, LLC | 7 | 2 | 0.12% | 0.35% | 0.81% | Q2 2020 | Q3 2022 | 9 |
Avantax Planning Partners, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 6 | 3 | 0.01% | 2.24% | 8.17% | Q3 2019 | Q4 2021 | 9 |
Bell Rock Capital LLC | 7 | 2 | 0.06% | 0.11% | 0.19% | Q2 2018 | Q1 2022 | 9 |
Maryland Capital Management | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.79% | 0.90% | 1.02% | Q4 2020 | Q4 2022 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Kalos Management, Inc. | 3 | 1 | 0.10% | 0.27% | 0.63% | Q2 2019 | Q1 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.82% | 0.87% | 0.91% | Q4 2021 | Q4 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
WBH ADVISORY INC | 6 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
West Financial Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Ciovacco Capital Management LLC | 9 | 9 | 0.21% | 0.54% | 1.34% | Q4 2020 | Q4 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.08% | 0.29% | Q4 2018 | Q4 2021 | 9 |
Certified Advisory Corp | 9 | 9 | 0.08% | 0.12% | 0.23% | Q2 2018 | Q2 2020 | 9 |
Antonetti Capital Management LLC | 9 | 9 | 0.00% | 0.05% | 0.24% | Q3 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.15% | 0.81% | Q2 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.61% | 0.67% | 0.87% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 8 |
Addison Advisors LLC | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 1.06% | 1.15% | 1.26% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 8 | 8 | 0.18% | 0.31% | 0.50% | Q4 2018 | Q3 2020 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Beaumont Financial Partners, LLC | 6 | 2 | 0.03% | 0.17% | 0.25% | Q3 2018 | Q3 2022 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.29% | 4.58% | 7.13% | Q2 2020 | Q4 2022 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 5.85% | 6.49% | 6.99% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.55% | 0.65% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Tatro Capital, LLC | 7 | 1 | 0.16% | 0.24% | 0.62% | Q1 2020 | Q1 2022 | 8 |
MFA WEALTH ADVISORS, LLC | 7 | 1 | 0.01% | 0.44% | 0.64% | Q2 2018 | Q2 2020 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.45% | 0.56% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.13% | 0.23% | 0.43% | Q4 2020 | Q3 2022 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.21% | 0.30% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 8 | 8 | 0.32% | 0.38% | 0.43% | Q3 2021 | Q2 2023 | 8 |
OneAscent Wealth Management LLC | 7 | 1 | 0.38% | 1.00% | 2.06% | Q3 2021 | Q3 2023 | 8 |
PagnatoKarp Partners LLC | 8 | 8 | 0.18% | 0.23% | 0.28% | Q2 2018 | Q1 2020 | 8 |
RHS Financial, LLC | 8 | 8 | 0.22% | 1.07% | 1.78% | Q4 2018 | Q3 2020 | 8 |
&PARTNERS | 8 | 8 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Avant Capital LLC | 8 | 8 | 2.58% | 3.01% | 3.32% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.93% | 1.11% | 1.29% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WESBANCO BANK INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
JOYN Advisors, Inc. | 8 | 8 | 0.08% | 0.10% | 0.13% | Q2 2018 | Q1 2020 | 8 |
Peak Capital Management LLC | 8 | 8 | 4.54% | 6.16% | 7.55% | Q2 2018 | Q1 2020 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.10% | 0.98% | 4.43% | Q4 2019 | Q4 2021 | 8 |
One Capital Management, LLC | 8 | 8 | 0.03% | 0.54% | 1.49% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.22% | 0.93% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
BANK HAPOALIM BM | 8 | 8 | 0.38% | 1.05% | 1.42% | Q2 2018 | Q1 2020 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 2.33% | 3.25% | 3.90% | Q3 2021 | Q3 2023 | 8 |
Freestone Capital Holdings, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Ifrah Financial Services, Inc. | 8 | 8 | 0.14% | 0.24% | 0.31% | Q2 2018 | Q1 2020 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.14% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
ZACKS INVESTMENT MANAGEMENT | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.29% | 0.72% | 1.34% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.26% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.41% | 0.51% | 0.60% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 8 |
Curi Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 8 |
PARK AVENUE SECURITIES LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.33% | 0.46% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Reitz Capital Advisors LLC | 8 | 8 | 0.10% | 1.28% | 3.39% | Q4 2018 | Q3 2020 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.44% | 0.64% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.33% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Advanced Asset Management Advisors Inc | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
Paragon Wealth Strategies, LLC | 7 | 7 | 0.34% | 0.47% | 0.64% | Q2 2018 | Q4 2019 | 7 |
Financial Services Advisory Inc | 4 | 3 | 4.70% | 10.81% | 40.24% | Q2 2019 | Q1 2022 | 7 |
Silverleafe Capital Partners, LLC | 7 | 7 | 2.38% | 2.90% | 3.53% | Q2 2018 | Q4 2019 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.92% | 1.92% | 3.29% | Q4 2019 | Q2 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q2 2021 | 7 |
HOEY INVESTMENTS, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.16% | 0.32% | 0.45% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 7 |
Strategic Wealth Investment Group, LLC | 7 | 7 | 0.06% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.02% | 0.18% | 0.34% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Successful Portfolios LLC | 7 | 7 | 0.22% | 0.26% | 0.29% | Q2 2018 | Q4 2019 | 7 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.17% | 3.16% | 4.59% | Q4 2018 | Q4 2021 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 2.62% | 4.25% | 4.82% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.11% | 0.34% | Q1 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.20% | 0.51% | Q1 2022 | Q3 2023 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 7 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 2.97% | 7.56% | Q4 2021 | Q2 2023 | 7 |
Johnson Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 7 |
APPLETON PARTNERS INC/MA | 5 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2023 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 7 | 0.06% | 0.57% | 1.13% | Q1 2020 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.30% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.05% | 0.28% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.27% | 0.34% | 0.41% | Q2 2018 | Q4 2019 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.52% | 0.61% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Ignite Planners, LLC | 4 | 3 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 7 |
jvl associates llc | 4 | 1 | 0.19% | 0.21% | 0.23% | Q3 2018 | Q3 2020 | 7 |
10-15 ASSOCIATES, INC. | 7 | 7 | 0.07% | 0.45% | 0.58% | Q1 2019 | Q3 2020 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
Advisor Resource Council | 3 | 1 | 0.05% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q2 2021 | 7 |
JAMES INVESTMENT RESEARCH INC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.15% | 0.17% | 0.20% | Q2 2018 | Q4 2019 | 7 |
IBERIABANK CORP | 7 | 7 | 0.45% | 0.55% | 0.74% | Q4 2018 | Q2 2020 | 7 |
Ayalon Insurance Comp Ltd. | 7 | 7 | 0.83% | 1.39% | 2.26% | Q1 2022 | Q3 2023 | 7 |
Parallax Volatility Advisers, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.11% | 8.36% | 15.72% | Q4 2018 | Q2 2020 | 7 |
Optimal Asset Management, Inc. | 4 | 3 | 0.00% | 0.14% | 0.34% | Q4 2019 | Q3 2021 | 7 |
Quantitative Investment Management, LLC | 2 | 1 | 0.22% | 0.43% | 1.06% | Q2 2020 | Q2 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.14% | 0.22% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Diametric Capital, LP | 3 | 1 | 0.40% | 1.32% | 2.52% | Q2 2020 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 4 | 3 | 0.00% | 0.22% | 0.53% | Q2 2019 | Q3 2023 | 7 |
Man Group plc | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 6 |
Homrich & Berg | 4 | 2 | 0.01% | 0.12% | 0.19% | Q1 2020 | Q3 2021 | 6 |
IAM Advisory, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Ellevest, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Riverpoint Wealth Management Holdings, LLC | 6 | 6 | 0.13% | 0.51% | 0.68% | Q4 2018 | Q1 2020 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Squar Milner Financial Services LLC | 3 | 1 | 0.01% | 2.48% | 3.63% | Q2 2018 | Q1 2020 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.17% | 2.56% | 4.25% | Q3 2018 | Q4 2019 | 6 |
EATON VANCE MANAGEMENT | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.25% | 0.87% | 1.14% | Q4 2019 | Q1 2021 | 6 |
Stokes Family Office, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 6 |
LMCG INVESTMENTS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Zhang Financial LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q2 2020 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.13% | 0.23% | 0.33% | Q2 2018 | Q2 2020 | 6 |
Alaska Wealth Advisors | 6 | 6 | 0.00% | 0.46% | 1.14% | Q2 2022 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.94% | 1.84% | Q4 2018 | Q1 2020 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.09% | 0.20% | 0.23% | Q4 2018 | Q1 2020 | 6 |
NWAM LLC | 4 | 2 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q2 2022 | 6 |
Evensky & Katz LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Quantitative Advantage, LLC | 5 | 1 | 0.78% | 3.41% | 5.62% | Q3 2018 | Q1 2020 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Wellspring Financial Advisors, LLC | 6 | 6 | 1.40% | 1.93% | 2.48% | Q2 2022 | Q3 2023 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q1 2020 | 6 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
AXA S.A. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.18% | 0.26% | 0.42% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.04% | 0.21% | 0.44% | Q2 2018 | Q3 2019 | 6 |
Joule Financial, LLC | 6 | 6 | 0.10% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.18% | 0.25% | 0.31% | Q1 2022 | Q2 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.38% | 0.48% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Richmond Brothers, Inc. | 6 | 6 | 0.33% | 0.42% | 0.58% | Q4 2021 | Q1 2023 | 6 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q4 2019 | 6 |
GODSEY & GIBB, INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Guidant Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.13% | 0.20% | 0.27% | Q3 2019 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.19% | 0.38% | 0.54% | Q3 2018 | Q4 2019 | 6 |
Tradewinds Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.16% | 0.24% | 0.40% | Q2 2021 | Q4 2022 | 6 |
Wade Financial Advisory, Inc | 6 | 6 | 0.14% | 3.23% | 8.21% | Q1 2020 | Q2 2021 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 3.80% | 5.53% | 6.37% | Q4 2021 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.21% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.02% | 0.15% | 0.40% | Q2 2019 | Q4 2022 | 6 |
MA Private Wealth | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2020 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 1 | 0.22% | 3.41% | 6.46% | Q2 2018 | Q3 2019 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 2.01% | 2.36% | 2.63% | Q3 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 4 | 1 | 0.36% | 0.84% | 1.89% | Q2 2018 | Q3 2019 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Virtu Financial LLC | 5 | 5 | 0.02% | 0.20% | 0.42% | Q2 2018 | Q2 2019 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.17% | 0.98% | 3.13% | Q4 2019 | Q4 2023 | 5 |
Symmetry Partners, LLC | 5 | 5 | 0.11% | 0.26% | 0.36% | Q2 2020 | Q2 2021 | 5 |
Pinnacle Wealth Planning Services, Inc. | 5 | 5 | 0.01% | 0.12% | 0.18% | Q4 2019 | Q4 2020 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.00% | 0.10% | 0.26% | Q2 2022 | Q2 2023 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.14% | 0.30% | Q4 2020 | Q4 2021 | 5 |
abrdn plc | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.14% | 0.21% | 0.33% | Q1 2021 | Q1 2022 | 5 |
Latitude Advisors, LLC | 3 | 2 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 5 |
CGN Advisors LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 5 | 5 | 0.22% | 0.26% | 0.28% | Q2 2019 | Q2 2020 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.11% | 0.19% | Q1 2022 | Q1 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.12% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 10.77% | 12.62% | 14.93% | Q3 2022 | Q3 2023 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Perkins Coie Trust Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Security Financial Services, INC. | 3 | 2 | 0.07% | 0.34% | 0.58% | Q2 2022 | Q3 2023 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Westhampton Capital, LLC | 5 | 5 | 0.23% | 0.25% | 0.26% | Q2 2019 | Q2 2020 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 2 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q2 2022 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 3 | 2 | 1.48% | 1.99% | 2.28% | Q2 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.78% | 1.58% | 4.47% | Q4 2018 | Q4 2019 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.33% | 0.43% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Gratus Capital, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Schubert & Co | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tennessee Valley Asset Management Partners | 5 | 5 | 1.00% | 2.81% | 4.16% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q2 2023 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.04% | 0.90% | 2.80% | Q2 2019 | Q2 2020 | 5 |
LATHROP INVESTMENT MANAGEMENT CORP | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
TimeScale Financial, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 5 |
BTS Asset Management, Inc. | 2 | 1 | 2.89% | 7.70% | 13.78% | Q4 2019 | Q2 2023 | 5 |
Lake Hills Wealth Management, LLC | 4 | 1 | 0.15% | 2.53% | 7.31% | Q1 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 5 |
Arrow Investment Advisors, LLC | 5 | 5 | 5.01% | 5.41% | 5.87% | Q4 2018 | Q4 2019 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.06% | 0.14% | 0.34% | Q2 2022 | Q3 2023 | 5 |
Teilinger Capital Ltd. | 5 | 5 | 0.27% | 1.21% | 1.94% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q4 2018 | Q4 2019 | 5 |
Leonard Rickey Investment Advisors P.L.L.C. | 5 | 5 | 0.24% | 0.28% | 0.29% | Q4 2018 | Q4 2019 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.01% | 0.45% | 2.04% | Q4 2021 | Q4 2022 | 5 |
Rampart Investment Management Company, LLC | 2 | 1 | 0.73% | 1.58% | 2.57% | Q3 2018 | Q1 2020 | 5 |
QCM Cayman, Ltd. | 3 | 1 | 0.28% | 0.78% | 1.21% | Q2 2020 | Q1 2022 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q1 2020 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
PDS Planning, Inc | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 5 |
SWS Partners | 2 | 1 | 0.57% | 0.96% | 1.46% | Q2 2019 | Q4 2020 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.92% | 1.28% | 1.57% | Q4 2019 | Q4 2020 | 5 |
Socha Financial Group, LLC | 5 | 5 | 0.62% | 0.72% | 0.86% | Q4 2021 | Q4 2022 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Horizon Wealth Management, LLC | 4 | 4 | 3.80% | 8.52% | 16.97% | Q2 2022 | Q1 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.72% | 0.92% | 1.30% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q1 2019 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.21% | 0.25% | 0.31% | Q2 2018 | Q1 2019 | 4 |
MATTERN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.57% | 1.78% | Q4 2019 | Q3 2020 | 4 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 4 | 4 | 0.15% | 0.25% | 0.30% | Q2 2018 | Q1 2019 | 4 |
Slow Capital, Inc. | 4 | 4 | 0.14% | 0.14% | 0.15% | Q2 2019 | Q1 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.14% | 0.24% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.42% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.20% | 0.60% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 2.25% | 2.44% | 2.77% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.21% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.17% | 0.35% | 0.53% | Q4 2018 | Q3 2019 | 4 |
Manhattan West Asset Management, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.30% | 0.35% | 0.44% | Q3 2020 | Q2 2021 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q2 2019 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 1 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q1 2022 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 3.30% | 3.70% | 3.91% | Q2 2021 | Q1 2022 | 4 |
Linscomb & Williams, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Asset Management Resources, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2022 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Thrive Capital Management, LLC | 3 | 1 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q1 2020 | 4 |
West Branch Capital LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Aperture Investors, LLC | 3 | 1 | 0.23% | 0.39% | 0.47% | Q4 2021 | Q4 2022 | 4 |
Ascension Capital Advisors, Inc. | 4 | 4 | 0.16% | 4.18% | 6.28% | Q4 2019 | Q3 2020 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 5.40% | 5.81% | 6.43% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.15% | 0.27% | 0.43% | Q1 2020 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.25% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.86% | 1.03% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
East Coast Asset Management, LLC. | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.47% | 1.88% | 2.31% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.31% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.57% | 0.88% | 1.08% | Q4 2022 | Q3 2023 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.13% | 0.18% | Q1 2020 | Q4 2020 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.02% | 1.03% | 4.04% | Q4 2019 | Q1 2021 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
AdvisorShares Investments LLC | 3 | 1 | 8.42% | 13.18% | 23.25% | Q4 2019 | Q4 2022 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.41% | 3.21% | 4.67% | Q1 2019 | Q4 2019 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q1 2020 | 4 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q1 2023 | 4 |
Jefferies Group LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q1 2019 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.14% | 0.19% | 0.23% | Q2 2022 | Q1 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 2.77% | 3.56% | 4.77% | Q3 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.33% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.38% | 0.44% | 0.52% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q2 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.39% | 0.43% | 0.48% | Q4 2018 | Q3 2019 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 1.15% | 3.28% | 5.39% | Q4 2022 | Q3 2023 | 4 |
Brown Advisory Securities, LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Alaska Permanent Fund Corp | 2 | 2 | 0.05% | 1.92% | 3.59% | Q3 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Charter Oak Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.08% | 0.08% | 0.10% | Q2 2018 | Q1 2019 | 4 |
Resource Planning Group | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 4 |
Blue Sky Asset Management, LLC | 3 | 1 | 0.11% | 1.20% | 2.93% | Q3 2018 | Q1 2020 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.30% | 0.55% | 0.70% | Q1 2019 | Q4 2019 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.56% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.21% | 3.67% | 7.54% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.60% | 2.28% | 4.00% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TOEWS CORP /ADV | 3 | 1 | 0.13% | 5.70% | 17.89% | Q1 2020 | Q4 2022 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.48% | 0.55% | 0.66% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.71% | 2.07% | 4.56% | Q4 2021 | Q3 2022 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q1 2023 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q4 2022 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glovista Investments LLC | 2 | 1 | 1.02% | 2.82% | 6.95% | Q2 2020 | Q1 2022 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 6.23% | 6.54% | 7.15% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q1 2023 | 4 |
MGO Private Wealth, LLC | 3 | 1 | 0.14% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.22% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.15% | 0.19% | 0.21% | Q1 2021 | Q4 2022 | 4 |
Schaeffer Financial LLC | 4 | 4 | 7.63% | 8.33% | 9.30% | Q4 2021 | Q3 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.12% | 0.20% | 0.35% | Q4 2022 | Q3 2023 | 4 |
MCIA Inc | 4 | 4 | 6.71% | 10.73% | 22.37% | Q4 2018 | Q3 2019 | 4 |
Cox Capital Mgt LLC | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.21% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2019 | 3 |
IEQ CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q2 2018 | Q4 2018 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 2 | 1 | 0.08% | 0.48% | 1.12% | Q3 2022 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q2 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.05% | 0.21% | 0.51% | Q3 2018 | Q3 2019 | 3 |
TTP Investments, Inc. | 3 | 3 | 25.98% | 28.00% | 30.29% | Q1 2019 | Q3 2019 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.12% | 0.19% | 0.22% | Q1 2020 | Q3 2020 | 3 |
BCS Wealth Management | 1 | 1 | 0.07% | 0.17% | 0.31% | Q4 2019 | Q4 2021 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.01% | 2.70% | 8.08% | Q1 2020 | Q3 2020 | 3 |
Alaska Permanent Capital Management | 3 | 3 | 1.37% | 1.42% | 1.45% | Q2 2022 | Q4 2022 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Summit Global Investments | 3 | 3 | 0.52% | 0.68% | 0.83% | Q2 2022 | Q4 2022 | 3 |
BALLAST ADVISORS LLC | 2 | 1 | 0.11% | 0.16% | 0.20% | Q4 2019 | Q3 2020 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2019 | Q4 2019 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.31% | 0.36% | 0.40% | Q4 2020 | Q2 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.13% | 0.20% | 0.36% | Q2 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.88% | 0.90% | 0.93% | Q1 2023 | Q3 2023 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.10% | 0.16% | Q1 2021 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
DRAVO BAY LLC | 3 | 3 | 0.07% | 0.21% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.29% | 0.38% | 0.45% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.12% | 0.53% | 1.35% | Q4 2022 | Q3 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Savant Capital, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
WJ Wealth Management, LLC | 2 | 1 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Fortis Group Advisors, LLC | 1 | 1 | 0.08% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Foresight Wealth Management, LLC | 3 | 3 | 0.16% | 0.25% | 0.38% | Q4 2018 | Q2 2019 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.04% | 0.32% | 0.88% | Q4 2020 | Q2 2021 | 3 |
CAPITAL ADVISORS INC/OK | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2022 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 3 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.53% | 0.56% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Farmers National Bank | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.60% | 1.38% | 1.96% | Q1 2022 | Q3 2022 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.04% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Coombe, Bender & Co LLC | 3 | 3 | 0.16% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.71% | 0.92% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Curtis Advisory Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.19% | 0.30% | Q3 2019 | Q1 2020 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL PLC | 2 | 1 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q4 2021 | 3 |
Cascade Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.20% | 0.28% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 8.97% | 9.25% | 9.44% | Q4 2019 | Q2 2020 | 3 |
Ledyard National Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.10% | 0.14% | 0.16% | Q2 2018 | Q4 2018 | 3 |
HEADINVEST, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q1 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Client First Capital LLC | 3 | 3 | 2.62% | 2.87% | 3.14% | Q1 2023 | Q3 2023 | 3 |
REDW Wealth LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q2 2020 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.16% | 0.23% | 0.34% | Q4 2019 | Q2 2020 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 1.79% | 3.55% | 4.81% | Q4 2022 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.22% | 0.51% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.76% | 1.63% | 2.08% | Q4 2021 | Q2 2022 | 3 |
Blue Door Asset Management, LLC | 2 | 1 | 0.28% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.18% | 0.22% | 0.25% | Q4 2019 | Q2 2020 | 3 |
Stuart Chaussee & Associates, Inc. | 2 | 1 | 0.31% | 7.81% | 22.69% | Q1 2019 | Q1 2022 | 3 |
USAdvisors Wealth Management, LLC | 2 | 1 | 0.43% | 2.73% | 7.32% | Q2 2018 | Q4 2019 | 3 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
McAdam, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 1.01% | 1.95% | 2.88% | Q1 2022 | Q2 2023 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q2 2022 | 2 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.08% | 0.17% | 0.25% | Q1 2021 | Q1 2022 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 2 |
Advisor OS, LLC | 2 | 2 | 0.18% | 0.31% | 0.44% | Q2 2020 | Q3 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Diversified, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.53% | 0.53% | 0.54% | Q3 2021 | Q4 2022 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
QP WEALTH MANAGEMENT, LLC | 2 | 2 | 2.80% | 2.85% | 2.89% | Q4 2019 | Q1 2020 | 2 |
ARKANSAS FINANCIAL GROUP, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.04% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.21% | 0.61% | 1.02% | Q3 2019 | Q2 2021 | 2 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.36% | 0.71% | Q2 2018 | Q4 2018 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.66% | 0.71% | 0.75% | Q4 2019 | Q1 2020 | 2 |
Caprock Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Wealth Management, LLC | 1 | 1 | 0.25% | 0.42% | 0.59% | Q1 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northeast Financial Consultants Inc | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 2 |
Farmers & Merchants Trust Co of Long Beach | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Avondale Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.34% | 0.43% | 0.53% | Q2 2018 | Q3 2018 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 4.37% | 13.03% | 21.69% | Q4 2021 | Q1 2022 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.41% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 2 |
Beacon Bridge Wealth Partners, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Divergent Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BTR CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Meridian Financial Partners LLC | 2 | 2 | 7.33% | 7.72% | 8.11% | Q4 2022 | Q1 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.14% | 0.78% | 1.43% | Q3 2019 | Q4 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Select Asset Management & Trust | 2 | 2 | 0.98% | 1.00% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.61% | 0.75% | 0.90% | Q2 2023 | Q3 2023 | 2 |
Ellenbecker Investment Group | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 1.19% | 1.23% | 1.27% | Q4 2020 | Q1 2021 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 1.35% | 1.44% | 1.53% | Q2 2018 | Q3 2018 | 2 |
Phoenix Holdings Ltd. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q1 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Gillson Capital LP | 2 | 2 | 0.65% | 0.72% | 0.79% | Q4 2021 | Q1 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 3.13% | 4.13% | 5.12% | Q4 2019 | Q1 2020 | 2 |
EdgeRock Capital LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2022 | Q3 2022 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
WealthSpring Partners, LLC | 2 | 2 | 0.17% | 0.41% | 0.65% | Q3 2022 | Q4 2022 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Cypress Capital Group | 2 | 2 | 0.05% | 0.10% | 0.16% | Q3 2019 | Q4 2019 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Graypoint LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.22% | 0.42% | 0.61% | Q2 2019 | Q4 2019 | 2 |
Meridian Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Financial & Tax Architects, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q1 2021 | Q2 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q4 2018 | Q2 2019 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.92% | 0.94% | 0.96% | Q1 2022 | Q2 2022 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q4 2022 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q1 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2020 | Q2 2020 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.81% | 1.14% | 1.47% | Q4 2022 | Q1 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 5.91% | 7.57% | 9.24% | Q4 2018 | Q2 2022 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.80% | 1.06% | 1.31% | Q4 2021 | Q3 2022 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 2.06% | 2.16% | 2.27% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Renasant Bank | 2 | 2 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q1 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.22% | 0.35% | 0.47% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.13% | 0.27% | 0.41% | Q4 2019 | Q1 2020 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 5.10% | 5.29% | 5.47% | Q4 2019 | Q1 2020 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.70% | 0.76% | 0.83% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.44% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Karp Capital Management Corp | 2 | 2 | 1.41% | 1.47% | 1.53% | Q1 2020 | Q2 2020 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q1 2019 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2018 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.14% | 0.25% | Q4 2022 | Q3 2023 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Orca Investment Management, LLC | 2 | 2 | 0.84% | 0.86% | 0.88% | Q2 2023 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MILESTONE ASSET MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Titus Wealth Management | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
VAN STRUM & TOWNE INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Breakwater Capital Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2019 | Q3 2019 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2019 | Q4 2019 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Truadvice, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
New Millennium Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Derbend Asset Management | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Corundum Trust Company, INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2023 | Q2 2023 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First National Bank of South Miami | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 5.31% | 5.31% | 5.31% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2019 | Q2 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gibson Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Jackson Financial Management | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2019 | Q4 2019 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 7.27% | 7.27% | 7.27% | Q1 2019 | Q1 2019 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Smart Money Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CXI Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
Lunt Capital Management, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Iowa State Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q3 2019 | Q3 2019 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Baymount Management LP | 1 | 1 | 25.81% | 25.81% | 25.81% | Q1 2023 | Q1 2023 | 1 |
SL ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q2 2019 | Q2 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 9.06% | 9.06% | 9.06% | Q3 2022 | Q3 2022 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2020 | Q1 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2022 | Q1 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 4.74% | 4.74% | 4.74% | Q3 2020 | Q3 2020 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Friedenthal Financial | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2019 | Q3 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Owen LaRue, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 2.79% | 2.79% | 2.79% | Q4 2019 | Q4 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2023 | Q2 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cartenna Capital, LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.