Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 26 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.01% | 0.64% | 1.40% | Q2 2018 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.32% | 0.58% | 0.74% | Q2 2018 | Q4 2023 | 23 |
Creative Planning | 22 | 22 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
BURNEY CO/ | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 22 |
GOULD ASSET MANAGEMENT LLC /CA/ | 22 | 22 | 0.18% | 0.35% | 0.42% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.03% | 0.16% | 0.36% | Q1 2016 | Q3 2023 | 22 |
Asset Management One Co., Ltd. | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Sigma Planning Corp | 22 | 22 | 0.03% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
PEOPLES FINANCIAL SERVICES CORP. | 22 | 22 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Cutter & CO Brokerage, Inc. | 22 | 22 | 0.04% | 0.17% | 0.35% | Q2 2018 | Q3 2023 | 22 |
Godshalk Welsh Capital Management, Inc. | 22 | 22 | 0.82% | 1.48% | 2.02% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.03% | 0.28% | 0.66% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.08% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.08% | 0.25% | 0.45% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.16% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Oxbow Advisors, LLC | 22 | 22 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Crewe Advisors LLC | 22 | 22 | 0.00% | 1.83% | 3.45% | Q2 2018 | Q3 2023 | 22 |
Madrona Financial Services, LLC | 22 | 22 | 0.16% | 0.36% | 0.91% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.05% | 0.12% | 0.31% | Q2 2018 | Q3 2023 | 22 |
WHITE PINE CAPITAL LLC | 22 | 22 | 0.05% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Moors & Cabot, Inc. | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.02% | 0.14% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Milestone Advisory Partners | 22 | 22 | 0.20% | 0.25% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.02% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.01% | 0.05% | 0.26% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
PLIMOTH TRUST CO LLC | 22 | 22 | 1.98% | 3.13% | 4.15% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.01% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.03% | 0.17% | 0.58% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 22 | 22 | 0.00% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 22 | 22 | 1.66% | 2.22% | 2.76% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.01% | 0.18% | 0.38% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROCKY MOUNTAIN ADVISERS, LLC | 22 | 22 | 0.02% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.27% | 0.66% | 0.92% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.04% | 0.19% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Iowa State Bank | 22 | 22 | 2.04% | 3.24% | 4.17% | Q2 2018 | Q3 2023 | 22 |
GenWealth Group, Inc. | 22 | 22 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
LANDAAS & CO /WI /ADV | 22 | 22 | 0.31% | 0.92% | 1.32% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
McAdam, LLC | 22 | 22 | 0.54% | 1.03% | 1.52% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CreativeOne Wealth, LLC | 22 | 22 | 0.01% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
QUEST INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.06% | 0.16% | 0.30% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
TOMPKINS FINANCIAL CORP | 12 | 10 | 0.01% | 0.72% | 1.00% | Q2 2018 | Q4 2023 | 22 |
CNB Bank | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Lido Advisors, LLC | 22 | 22 | 0.04% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Boothe Investment Group, Inc. | 14 | 7 | 0.53% | 0.88% | 1.32% | Q2 2018 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 16 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.09% | 0.29% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMPTON CAPITAL MANAGEMENT INC /RI | 21 | 21 | 1.44% | 2.15% | 5.00% | Q2 2018 | Q2 2023 | 21 |
Castle Rock Wealth Management, LLC | 13 | 8 | 0.06% | 2.15% | 18.66% | Q2 2018 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.08% | 0.18% | 0.39% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Atria Investments, Inc | 16 | 5 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.02% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Clearwater Capital Advisors, LLC | 21 | 21 | 0.01% | 0.45% | 0.74% | Q2 2018 | Q2 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
WEDBUSH SECURITIES INC | 20 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 16 | 5 | 0.02% | 0.22% | 0.82% | Q2 2018 | Q3 2023 | 21 |
ROCKLAND TRUST CO | 21 | 21 | 0.03% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.19% | 0.55% | 1.01% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.06% | 0.29% | 0.63% | Q2 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 16 | 4 | 0.01% | 0.62% | 1.95% | Q2 2018 | Q3 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 16 | 4 | 0.00% | 0.67% | 1.30% | Q2 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.05% | 1.07% | 2.56% | Q4 2018 | Q3 2023 | 20 |
KG&L Capital Management,LLC | 20 | 20 | 0.60% | 0.89% | 1.31% | Q4 2018 | Q3 2023 | 20 |
Perennial Advisors, LLC | 20 | 20 | 0.11% | 1.60% | 2.27% | Q2 2018 | Q1 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.97% | 1.97% | 2.68% | Q4 2018 | Q3 2023 | 20 |
Rathbones Group PLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 12 | 8 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Sanchez Wealth Management Group | 20 | 20 | 0.21% | 0.39% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 14 | 6 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
TOTH FINANCIAL ADVISORY CORP | 20 | 20 | 0.00% | 0.44% | 0.82% | Q2 2018 | Q1 2023 | 20 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Edge Wealth Management LLC | 20 | 20 | 0.13% | 1.54% | 5.24% | Q4 2018 | Q3 2023 | 20 |
NewSquare Capital LLC | 20 | 20 | 0.00% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.10% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.39% | 0.89% | 1.42% | Q4 2018 | Q3 2023 | 20 |
Blue Fin Capital, Inc. | 20 | 20 | 0.22% | 0.68% | 1.13% | Q4 2018 | Q3 2023 | 20 |
Ausdal Financial Partners, Inc. | 19 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 15 | 5 | 0.04% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 20 |
Field & Main Bank | 14 | 2 | 0.46% | 0.63% | 0.81% | Q2 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.22% | 1.13% | 1.90% | Q4 2018 | Q3 2023 | 20 |
CHATHAM CAPITAL GROUP, INC. | 19 | 19 | 0.05% | 0.73% | 1.28% | Q2 2018 | Q4 2022 | 19 |
Phocas Financial Corp. | 19 | 19 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q4 2022 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 0.37% | 0.54% | 0.81% | Q4 2018 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.14% | 0.40% | Q2 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.01% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.07% | 0.18% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q4 2022 | 19 |
RDA Financial Network | 19 | 19 | 0.18% | 0.40% | 0.53% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.08% | 0.45% | 1.20% | Q3 2018 | Q3 2023 | 19 |
Reitz Capital Advisors LLC | 19 | 19 | 1.09% | 3.35% | 5.30% | Q4 2018 | Q2 2023 | 19 |
Kovack Advisors, Inc. | 14 | 2 | 0.02% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.04% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 18 |
Baker Avenue Asset Management, LP | 18 | 18 | 0.00% | 0.07% | 0.22% | Q2 2019 | Q3 2023 | 18 |
COHEN & STEERS, INC. | 9 | 1 | 0.00% | 0.06% | 0.41% | Q2 2018 | Q3 2023 | 18 |
IBEX WEALTH ADVISORS | 18 | 18 | 0.35% | 0.66% | 1.04% | Q3 2018 | Q4 2022 | 18 |
Claraphi Advisory Network, LLC | 18 | 18 | 0.11% | 0.18% | 0.31% | Q2 2018 | Q3 2022 | 18 |
CENTAURUS FINANCIAL, INC. | 10 | 8 | 0.01% | 0.05% | 0.15% | Q2 2018 | Q1 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2022 | 18 |
Sheaff Brock Investment Advisors, LLC | 14 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Coastline Trust Co | 18 | 18 | 0.07% | 0.35% | 0.54% | Q2 2018 | Q3 2022 | 18 |
AFT, FORSYTH & COMPANY, INC. | 17 | 1 | 0.13% | 0.26% | 0.39% | Q2 2018 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.01% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Quad-Cities Investment Group, LLC | 18 | 18 | 0.06% | 0.22% | 0.41% | Q2 2018 | Q3 2022 | 18 |
Covington Capital Management | 18 | 18 | 0.44% | 0.53% | 0.63% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.06% | 0.14% | 0.20% | Q2 2018 | Q3 2022 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.10% | 0.38% | Q2 2019 | Q3 2023 | 18 |
MCMILLION CAPITAL MANAGEMENT INC | 18 | 18 | 0.17% | 0.32% | 0.50% | Q1 2019 | Q2 2023 | 18 |
Private Portfolio Partners LLC | 17 | 17 | 0.04% | 0.12% | 0.17% | Q4 2018 | Q4 2022 | 17 |
GW HENSSLER & ASSOCIATES LTD | 15 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2022 | 17 |
TCI Wealth Advisors, Inc. | 17 | 17 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q2 2022 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
FLC Capital Advisors | 17 | 17 | 0.04% | 0.13% | 0.31% | Q4 2018 | Q4 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 17 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2023 | 17 |
Wealthcare Advisory Partners LLC | 14 | 3 | 0.01% | 0.08% | 0.14% | Q2 2018 | Q1 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.03% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 17 |
CIBC WORLD MARKET INC. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 17 |
Sunbelt Securities, Inc. | 17 | 17 | 0.03% | 0.53% | 3.05% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2022 | 17 |
MV CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.00% | 0.76% | 1.39% | Q2 2018 | Q2 2022 | 17 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 3 | 0.02% | 0.18% | 0.32% | Q2 2018 | Q3 2023 | 17 |
COLONY GROUP LLC | 17 | 17 | 0.01% | 0.05% | 0.31% | Q3 2019 | Q3 2023 | 17 |
Good Life Advisors, LLC | 11 | 6 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 17 | 17 | 0.13% | 0.50% | 1.38% | Q2 2018 | Q2 2022 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q4 2022 | 17 |
Citadel Advisors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Founders Capital Management | 9 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 17 |
First PREMIER Bank | 17 | 17 | 0.01% | 1.25% | 1.65% | Q3 2019 | Q3 2023 | 17 |
NATIXIS | 13 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.14% | 2.96% | 4.23% | Q4 2018 | Q4 2022 | 17 |
Matthew Goff Investment Advisor, LLC | 16 | 1 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 13 | 1 | 0.00% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 17 |
Cordasco Financial Network | 17 | 17 | 0.02% | 0.13% | 0.27% | Q2 2018 | Q2 2022 | 17 |
Garrett Wealth Advisory Group, LLC | 15 | 2 | 0.10% | 0.80% | 2.85% | Q4 2018 | Q3 2023 | 17 |
Neuberger Berman Group LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 17 |
Hillsdale Investment Management Inc. | 17 | 17 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q2 2022 | 17 |
Round Table Services, LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q3 2022 | 16 |
Principle Wealth Partners LLC | 11 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q2 2023 | 16 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 11 | 5 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.00% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
DEARBORN PARTNERS LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.03% | 0.08% | 0.71% | Q4 2018 | Q3 2023 | 16 |
Marquette Asset Management, LLC | 16 | 16 | 0.05% | 0.16% | 0.40% | Q2 2018 | Q1 2022 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.46% | 1.14% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Capital Advisory Group Advisory Services, LLC | 14 | 2 | 0.00% | 0.57% | 1.67% | Q2 2018 | Q2 2022 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Financial Insights, Inc. | 16 | 16 | 0.11% | 0.29% | 0.43% | Q4 2018 | Q3 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.07% | 0.26% | 0.53% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
BCS Wealth Management | 16 | 16 | 0.14% | 0.39% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q2 2022 | 16 |
New Potomac Partners, LLC | 16 | 16 | 0.07% | 0.61% | 1.22% | Q2 2018 | Q1 2022 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CRA Financial Services, LLC | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2022 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.01% | 0.22% | 0.57% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 16 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.22% | 1.65% | 2.54% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 12 | 3 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 15 |
LGL PARTNERS, LLC | 15 | 15 | 0.02% | 0.41% | 1.16% | Q2 2018 | Q4 2021 | 15 |
Hilton Capital Management, LLC | 15 | 15 | 0.07% | 1.18% | 6.86% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q1 2022 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Stokes Capital Advisors, LLC | 15 | 15 | 0.60% | 0.79% | 1.20% | Q2 2018 | Q4 2021 | 15 |
IndexIQ Advisors LLC | 12 | 3 | 0.00% | 0.08% | 0.23% | Q2 2018 | Q1 2022 | 15 |
Avantax Planning Partners, Inc. | 14 | 1 | 0.00% | 0.19% | 0.50% | Q3 2018 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 1.20% | 2.76% | 3.63% | Q4 2019 | Q2 2023 | 15 |
Seneca House Advisors | 15 | 15 | 0.10% | 0.28% | 0.83% | Q2 2018 | Q4 2021 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 1 | 0.01% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 15 |
Buffington Mohr McNeal | 15 | 15 | 1.71% | 2.81% | 3.91% | Q2 2018 | Q4 2021 | 15 |
Cresset Asset Management, LLC | 14 | 1 | 0.00% | 0.12% | 0.40% | Q4 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.19% | 0.29% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 1.92% | 2.33% | 3.20% | Q4 2019 | Q3 2023 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.01% | 0.20% | 0.45% | Q2 2018 | Q4 2021 | 15 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.06% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
PIN OAK INVESTMENT ADVISORS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 15 |
Intersect Capital LLC | 15 | 15 | 0.06% | 0.14% | 0.28% | Q4 2018 | Q2 2022 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 14 | 0.70% | 1.35% | 2.72% | Q2 2020 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.46% | 1.35% | 2.20% | Q4 2019 | Q1 2023 | 14 |
Aptus Capital Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.02% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.04% | 0.43% | 0.92% | Q2 2020 | Q3 2023 | 14 |
KLINGENSTEIN FIELDS & CO LP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Barrett Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
RVW Wealth, LLC | 9 | 5 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q4 2023 | 14 |
FIRST UNITED BANK & TRUST | 14 | 14 | 0.07% | 0.20% | 0.57% | Q1 2020 | Q2 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 2 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.01% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 14 |
Checchi Capital Advisers, LLC | 14 | 14 | 0.03% | 0.72% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 14 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.04% | 0.17% | 0.45% | Q1 2020 | Q2 2023 | 14 |
Certified Advisory Corp | 9 | 5 | 0.04% | 0.11% | 0.21% | Q2 2018 | Q1 2022 | 14 |
Carnegie Capital Asset Management, LLC | 13 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Autus Asset Management, LLC | 9 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2022 | 14 |
Spectrum Asset Management, Inc. | 7 | 7 | 0.49% | 12.80% | 26.57% | Q1 2020 | Q3 2023 | 14 |
RBA Wealth Management, LLC | 8 | 6 | 0.06% | 0.13% | 0.20% | Q1 2019 | Q1 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.04% | 0.10% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Summit X, LLC | 13 | 13 | 0.01% | 0.20% | 0.30% | Q2 2018 | Q2 2021 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 13 |
Belpointe Asset Management LLC | 9 | 2 | 0.01% | 0.02% | 0.11% | Q3 2018 | Q1 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.09% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Pacifica Partners Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 13 |
BRIGHTON JONES LLC | 8 | 5 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 13 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 13 | 13 | 0.07% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Private Ocean, LLC | 10 | 3 | 0.01% | 0.03% | 0.13% | Q2 2018 | Q2 2022 | 13 |
Parallel Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 7 | 1 | 0.01% | 0.08% | 0.20% | Q2 2018 | Q2 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.10% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
OLD NATIONAL BANCORP /IN/ | 13 | 13 | 0.06% | 0.25% | 0.43% | Q3 2020 | Q3 2023 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ARGUS INVESTORS' COUNSEL, INC. | 13 | 13 | 0.06% | 0.29% | 0.42% | Q3 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.02% | 0.13% | 0.32% | Q3 2020 | Q3 2023 | 13 |
M&R CAPITAL MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Avalon Investment & Advisory | 13 | 13 | 0.01% | 0.26% | 0.37% | Q2 2018 | Q2 2021 | 13 |
Jackson, Grant Investment Advisers, Inc. | 13 | 13 | 0.15% | 0.37% | 0.80% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.15% | 0.67% | 0.90% | Q3 2020 | Q3 2023 | 13 |
Executive Wealth Management, LLC | 9 | 3 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Providence First Trust Co | 12 | 12 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
TrinityPoint Wealth, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Simplicity Solutions, LLC | 9 | 3 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 12 |
APPLETON GROUP, LLC | 5 | 1 | 2.83% | 4.62% | 7.20% | Q2 2018 | Q4 2021 | 12 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 12 |
GeoWealth Management, LLC | 11 | 1 | 0.01% | 0.23% | 0.56% | Q3 2019 | Q4 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Curtis Advisory Group, LLC | 12 | 12 | 0.05% | 0.50% | 0.92% | Q2 2020 | Q1 2023 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.03% | 0.14% | 0.35% | Q4 2019 | Q4 2022 | 12 |
FIRST HAWAIIAN BANK | 12 | 12 | 0.03% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.47% | 0.83% | 1.42% | Q4 2020 | Q3 2023 | 12 |
Guidance Point Advisors, LLC | 12 | 12 | 0.10% | 0.13% | 0.23% | Q4 2019 | Q3 2022 | 12 |
Regal Investment Advisors LLC | 7 | 1 | 0.08% | 0.11% | 0.13% | Q2 2018 | Q4 2021 | 12 |
WealthShield Partners, LLC | 9 | 3 | 0.00% | 0.12% | 0.31% | Q3 2018 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.13% | 0.36% | Q4 2020 | Q3 2023 | 12 |
SkyOak Wealth, LLC | 11 | 1 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Capital Wealth Alliance, LLC | 12 | 12 | 0.28% | 0.49% | 0.59% | Q4 2019 | Q3 2022 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.30% | 0.81% | 2.09% | Q4 2019 | Q3 2022 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.26% | 0.51% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Insight Wealth Partners, LLC | 12 | 12 | 0.06% | 0.23% | 0.38% | Q4 2019 | Q3 2022 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.25% | Q4 2019 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 9 | 1 | 0.03% | 0.24% | 0.37% | Q4 2018 | Q1 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 12 | 12 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q1 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 1.47% | 2.16% | 3.20% | Q4 2020 | Q3 2023 | 12 |
Palouse Capital Management, Inc. | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 12 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.04% | 0.09% | 0.41% | Q1 2019 | Q2 2022 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.08% | 0.18% | Q1 2019 | Q4 2021 | 12 |
FIFTH THIRD SECURITIES, INC. | 6 | 6 | 0.06% | 0.28% | 0.95% | Q3 2020 | Q3 2023 | 12 |
Blue Edge Capital, LLC | 12 | 12 | 0.91% | 1.13% | 1.44% | Q4 2019 | Q3 2022 | 12 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 12 |
KAYS FINANCIAL ADVISORY CORP /ADV | 11 | 11 | 0.06% | 0.11% | 0.20% | Q1 2018 | Q3 2020 | 11 |
Tranquility Partners, LLC | 9 | 2 | 0.09% | 0.19% | 0.26% | Q3 2019 | Q3 2022 | 11 |
Paradigm Financial Partners, LLC | 11 | 11 | 0.32% | 0.80% | 1.05% | Q4 2018 | Q2 2021 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.16% | 0.46% | Q4 2019 | Q2 2022 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.13% | 0.33% | 0.49% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Professional Financial Advisors, LLC | 11 | 11 | 0.01% | 0.77% | 2.51% | Q1 2020 | Q3 2022 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.13% | 0.23% | 0.30% | Q4 2020 | Q2 2023 | 11 |
Pinnacle Family Advisors, LLC | 8 | 1 | 0.09% | 0.37% | 0.64% | Q2 2018 | Q4 2021 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.26% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Oxinas Partners Wealth Management LLC | 6 | 5 | 0.09% | 0.52% | 3.65% | Q4 2020 | Q3 2023 | 11 |
Hartford Financial Management Inc. | 11 | 11 | 0.31% | 0.94% | 1.52% | Q2 2020 | Q4 2022 | 11 |
Texas Yale Capital Corp. | 4 | 3 | 0.07% | 0.51% | 0.76% | Q3 2018 | Q1 2022 | 11 |
Golden Green, Inc. | 9 | 2 | 1.26% | 3.22% | 4.64% | Q4 2020 | Q3 2023 | 11 |
Mariner, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.18% | 1.15% | Q4 2020 | Q2 2023 | 11 |
Wagner Wealth Management, LLC | 9 | 2 | 0.01% | 0.10% | 0.26% | Q2 2018 | Q4 2022 | 11 |
SHUFRO ROSE & CO LLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
MONECO Advisors, LLC | 11 | 11 | 0.06% | 0.32% | 0.66% | Q1 2021 | Q3 2023 | 11 |
Robbins Farley | 9 | 2 | 0.00% | 0.93% | 2.06% | Q4 2020 | Q3 2023 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.03% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.11% | 1.56% | 2.80% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.07% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 11 |
WEBSTER BANK, N. A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cohen Klingenstein LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.32% | 1.35% | 1.69% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 11 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.11% | 0.28% | Q3 2018 | Q3 2023 | 10 |
Paradigm, Strategies in Wealth Management, LLC | 5 | 5 | 0.15% | 0.44% | 1.46% | Q1 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.02% | 0.11% | Q2 2018 | Q3 2020 | 10 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 10 | 10 | 0.42% | 0.64% | 0.84% | Q2 2021 | Q3 2023 | 10 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.21% | 0.45% | Q4 2020 | Q3 2023 | 10 |
StoneX Group Inc. | 10 | 10 | 0.08% | 0.11% | 0.15% | Q3 2019 | Q4 2021 | 10 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.01% | 0.10% | 0.19% | Q3 2020 | Q1 2023 | 10 |
Cypress Capital Management LLC (WY) | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2021 | 10 |
Apella Capital, LLC | 7 | 3 | 0.02% | 0.12% | 0.42% | Q2 2021 | Q4 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.15% | 0.47% | Q1 2021 | Q3 2023 | 10 |
Retirement Group, LLC | 6 | 1 | 0.24% | 0.74% | 1.13% | Q4 2019 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.13% | 0.38% | 1.47% | Q4 2019 | Q3 2023 | 10 |
VALICENTI ADVISORY SERVICES INC | 10 | 10 | 0.59% | 1.26% | 2.33% | Q4 2019 | Q1 2022 | 10 |
ACAS, LLC | 6 | 4 | 0.31% | 0.77% | 1.24% | Q1 2021 | Q3 2023 | 10 |
NEW ENGLAND ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q1 2021 | 10 |
Friedenthal Financial | 8 | 1 | 0.25% | 0.36% | 0.78% | Q4 2019 | Q3 2023 | 10 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Old Port Advisors | 9 | 1 | 0.08% | 0.27% | 0.48% | Q1 2021 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2022 | 10 |
MCDONALD PARTNERS LLC | 6 | 4 | 0.07% | 0.35% | 0.56% | Q4 2020 | Q2 2023 | 10 |
Innova Wealth Partners | 6 | 4 | 0.24% | 0.67% | 1.07% | Q4 2020 | Q3 2023 | 10 |
Crew Capital Management, Ltd. | 10 | 10 | 0.54% | 1.42% | 1.62% | Q1 2021 | Q2 2023 | 10 |
Crabel Capital Management, LLC | 6 | 1 | 0.08% | 0.51% | 1.16% | Q2 2019 | Q2 2023 | 10 |
Invst, LLC | 10 | 10 | 0.04% | 1.38% | 1.82% | Q2 2018 | Q3 2020 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q1 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 10 | 10 | 0.28% | 0.49% | 1.07% | Q2 2018 | Q3 2020 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2020 | 10 |
BALDWIN BROTHERS LLC/MA | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 10 |
Aurora Private Wealth, Inc. | 8 | 1 | 0.00% | 0.20% | 0.34% | Q4 2019 | Q2 2022 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
BOKF, NA | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Lucia Wealth Services, LLC | 5 | 4 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2020 | 9 |
Financial Management Professionals, Inc. | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2023 | 9 |
Apriem Advisors | 9 | 9 | 1.23% | 1.43% | 1.87% | Q2 2018 | Q2 2020 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.18% | 0.49% | 0.83% | Q4 2020 | Q4 2022 | 9 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2020 | 9 |
MainStreet Investment Advisors LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Ahrens Investment Partners LLC | 9 | 9 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q1 2023 | 9 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 9 |
ST GERMAIN D J CO INC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.13% | 0.33% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Horizon Investments, LLC | 5 | 4 | 0.01% | 0.71% | 1.54% | Q3 2019 | Q4 2021 | 9 |
Essex Savings Bank | 4 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.07% | 0.14% | 0.25% | Q3 2019 | Q3 2021 | 9 |
Wealth Advisory Solutions, LLC | 6 | 3 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q2 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Tatro Capital, LLC | 8 | 1 | 0.19% | 5.75% | 7.32% | Q4 2019 | Q1 2022 | 9 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 9 |
Wealthstar Advisors, LLC | 8 | 1 | 0.14% | 0.23% | 0.30% | Q2 2018 | Q2 2021 | 9 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.12% | 0.15% | Q4 2018 | Q2 2022 | 9 |
Biltmore Wealth Management, LLC | 9 | 9 | 0.10% | 2.09% | 3.56% | Q2 2018 | Q2 2020 | 9 |
Wela Strategies, Inc. | 9 | 9 | 0.37% | 0.68% | 1.12% | Q2 2018 | Q2 2020 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 9 |
Archer Investment Corp | 9 | 9 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q1 2021 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 9 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 8 |
PagnatoKarp Partners LLC | 8 | 8 | 0.08% | 3.33% | 4.92% | Q2 2018 | Q1 2020 | 8 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.56% | 1.20% | Q2 2018 | Q3 2021 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Insight Wealth Strategies, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q1 2021 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.23% | 1.21% | 2.16% | Q4 2021 | Q3 2023 | 8 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 8 |
JSF Financial, LLC | 8 | 8 | 0.07% | 0.37% | 0.97% | Q1 2020 | Q4 2021 | 8 |
Intrua Financial, LLC | 8 | 8 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q1 2022 | 8 |
Knuff & Co LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
MKT Advisors LLC | 8 | 8 | 0.18% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Centric Wealth Management | 4 | 1 | 0.66% | 1.44% | 1.91% | Q4 2018 | Q2 2022 | 8 |
MCF Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
LCM Capital Management Inc | 8 | 8 | 0.16% | 0.22% | 0.26% | Q3 2021 | Q2 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.49% | 0.64% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2021 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.27% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2020 | 8 |
Peak Capital Management LLC | 8 | 8 | 0.92% | 2.50% | 4.38% | Q2 2018 | Q1 2020 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Equitable Holdings, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.08% | 0.50% | 2.65% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 1.38% | 1.75% | 2.74% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 5 | 3 | 0.44% | 5.40% | 11.10% | Q2 2018 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.82% | 1.13% | 1.42% | Q4 2021 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.20% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.14% | 1.12% | 3.64% | Q2 2018 | Q1 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.28% | 0.37% | 0.51% | Q4 2021 | Q3 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.43% | 0.55% | 0.70% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 7 | 1 | 0.02% | 0.06% | 0.17% | Q2 2018 | Q4 2021 | 8 |
Wellington Shields Capital Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Antonetti Capital Management LLC | 8 | 8 | 0.42% | 0.88% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 6 | 2 | 0.69% | 0.84% | 0.94% | Q2 2018 | Q2 2020 | 8 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.07% | 0.41% | Q2 2019 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q1 2022 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Wellington Shields & Co., LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Alta Wealth Advisors LLC | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Levy Wealth Management Group, LLC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Winslow, Evans & Crocker, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 3 | 0.35% | 1.89% | 4.00% | Q1 2021 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.08% | 0.16% | Q1 2022 | Q4 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
CIM, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
Torch Wealth Management LLC | 7 | 7 | 0.98% | 1.08% | 1.17% | Q2 2018 | Q4 2019 | 7 |
Running Point Capital Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.14% | 0.67% | 1.50% | Q2 2020 | Q4 2021 | 7 |
Bray Capital Advisors | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Traynor Capital Management, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q4 2019 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2021 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.36% | 2.96% | 3.86% | Q1 2020 | Q4 2021 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 1 | 0.12% | 1.16% | 1.94% | Q2 2019 | Q4 2021 | 7 |
Bensler, LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.14% | 0.28% | 0.38% | Q1 2022 | Q3 2023 | 7 |
LOWE BROCKENBROUGH & CO INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.05% | 0.45% | 1.38% | Q1 2022 | Q3 2023 | 7 |
MFA WEALTH ADVISORS, LLC | 4 | 3 | 0.11% | 0.91% | 2.31% | Q2 2018 | Q1 2021 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 1.08% | 1.35% | 1.80% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2021 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
PFS INVESTMENTS INC. | 3 | 1 | 0.05% | 0.31% | 0.61% | Q1 2020 | Q3 2022 | 7 |
Winfield Associates, Inc. | 6 | 1 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q1 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 1 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q3 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Charles Schwab Trust Co | 7 | 7 | 0.17% | 0.36% | 0.62% | Q1 2022 | Q3 2023 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q1 2022 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.07% | 0.40% | 0.75% | Q3 2018 | Q1 2020 | 7 |
DHJJ Financial Advisors, Ltd. | 6 | 1 | 0.03% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 7 |
Aletheian Wealth Advisors LLC | 7 | 7 | 0.15% | 0.42% | 0.69% | Q2 2022 | Q4 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q4 2019 | 7 |
Barber Financial Group, Inc. | 4 | 1 | 0.05% | 0.46% | 0.91% | Q3 2018 | Q3 2021 | 7 |
Partnervest Advisory Services LLC | 6 | 6 | 0.06% | 0.12% | 0.24% | Q2 2019 | Q3 2020 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 7.29% | 8.23% | 9.47% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.04% | 0.18% | Q2 2022 | Q3 2023 | 6 |
CX Institutional | 4 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 6 |
ADIRONDACK TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RHS Financial, LLC | 4 | 2 | 0.21% | 0.43% | 0.74% | Q4 2018 | Q2 2021 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.36% | 0.95% | 3.02% | Q2 2022 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q3 2021 | 6 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 6 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.06% | 0.08% | 0.13% | Q3 2018 | Q4 2019 | 6 |
Alterity Financial Group, LLC | 4 | 1 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q1 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2023 | 6 |
Citizens Business Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 1.14% | 2.44% | 3.30% | Q2 2021 | Q3 2022 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.04% | 0.04% | Q3 2019 | Q4 2020 | 6 |
SevenBridge Financial Group, LLC | 5 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q4 2021 | 6 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2021 | 6 |
First National Bank of South Miami | 4 | 2 | 0.01% | 0.10% | 0.14% | Q4 2018 | Q2 2021 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Noven Financial Group, Inc. | 6 | 6 | 2.40% | 2.95% | 4.04% | Q4 2018 | Q1 2020 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.09% | 0.41% | 0.62% | Q4 2021 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.09% | 0.14% | 0.20% | Q2 2018 | Q3 2019 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.36% | 2.88% | 6.44% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 6 |
Pinion Investment Advisors, LLC | 6 | 6 | 0.36% | 0.56% | 0.89% | Q1 2020 | Q2 2021 | 6 |
SWS Partners | 4 | 2 | 0.84% | 1.15% | 1.53% | Q3 2020 | Q2 2023 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.32% | 0.59% | 1.30% | Q4 2020 | Q1 2022 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 0.03% | 0.11% | 0.30% | Q3 2018 | Q4 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q1 2022 | 6 |
FIRST NATIONAL CORP /MA/ /ADV | 6 | 6 | 0.18% | 0.22% | 0.36% | Q4 2018 | Q1 2020 | 6 |
Genesee Capital Advisors, LLC | 6 | 6 | 0.83% | 0.92% | 1.10% | Q1 2019 | Q2 2020 | 6 |
Allen Capital Group, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q3 2019 | 6 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Prostatis Group LLC | 6 | 6 | 0.06% | 0.12% | 0.22% | Q1 2022 | Q2 2023 | 6 |
ELEMENT POINTE ADVISORS, LLC | 6 | 6 | 0.53% | 0.67% | 0.80% | Q3 2020 | Q4 2021 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.05% | 0.11% | 0.15% | Q1 2019 | Q3 2020 | 6 |
STONEBRIDGE ADVISORS LLC | 5 | 1 | 1.24% | 5.83% | 13.98% | Q1 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Atlas Brown,Inc. | 6 | 6 | 0.14% | 0.17% | 0.23% | Q4 2018 | Q1 2020 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.15% | 0.21% | 0.38% | Q3 2019 | Q3 2021 | 5 |
WIN ADVISORS, INC | 4 | 1 | 0.01% | 0.22% | 0.70% | Q4 2021 | Q2 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.01% | 0.52% | 1.31% | Q3 2018 | Q3 2019 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.19% | 0.22% | 0.25% | Q2 2018 | Q2 2019 | 5 |
Shorepoint Capital Partners LLC | 5 | 5 | 0.18% | 1.71% | 2.84% | Q1 2019 | Q1 2020 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SVB WEALTH LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Baldrige Asset Management LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.50% | 0.54% | 0.58% | Q2 2020 | Q2 2021 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.18% | Q3 2018 | Q3 2023 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
OAK FAMILY ADVISORS, LLC | 5 | 5 | 0.08% | 0.19% | 0.30% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Bluesphere Advisors, LLC | 5 | 5 | 0.14% | 0.32% | 0.59% | Q4 2020 | Q4 2021 | 5 |
Investmark Advisory Group LLC | 4 | 1 | 0.02% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
MBA Advisors LLC | 5 | 5 | 0.14% | 0.20% | 0.28% | Q1 2021 | Q1 2022 | 5 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 5 |
Charles Schwab Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
David J Yvars Group | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
OLD DOMINION CAPITAL MANAGEMENT INC | 5 | 5 | 0.06% | 1.68% | 2.36% | Q3 2020 | Q3 2021 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
Pacific Center for Financial Services | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q2 2023 | 5 |
Spotlight Asset Group, Inc. | 5 | 5 | 0.14% | 0.39% | 0.76% | Q4 2019 | Q4 2020 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q4 2018 | Q4 2019 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Dakota Wealth Management | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.05% | 0.10% | 0.18% | Q3 2021 | Q3 2022 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 1.08% | 1.53% | 1.79% | Q1 2021 | Q1 2022 | 5 |
FIRST MERCHANTS CORP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.14% | 0.25% | 0.35% | Q4 2018 | Q4 2019 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 2 | 0.05% | 0.11% | 0.16% | Q3 2020 | Q4 2021 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
ProVise Management Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.07% | Q3 2018 | Q2 2020 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Merit Financial Group, LLC | 3 | 2 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 5 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 5 | 5 | 0.23% | 0.25% | 0.29% | Q4 2018 | Q4 2019 | 5 |
JBJ Investment Partners, LLC | 5 | 5 | 0.13% | 4.69% | 6.20% | Q1 2019 | Q1 2020 | 5 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.11% | 0.19% | 0.30% | Q1 2020 | Q2 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.02% | 0.10% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Catamount Wealth Management | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 4 |
LOCKERMAN FINANCIAL GROUP, INC. | 4 | 4 | 0.61% | 0.67% | 0.71% | Q4 2021 | Q3 2022 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Tempus Wealth Planning, LLC | 3 | 1 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q4 2022 | 4 |
PRIO WEALTH LIMITED PARTNERSHIP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clarity Financial LLC | 2 | 2 | 0.05% | 0.19% | 0.36% | Q3 2021 | Q3 2023 | 4 |
Conestoga Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
Beta Wealth Group, Inc. | 4 | 4 | 0.52% | 0.87% | 1.16% | Q4 2022 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.11% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 4 |
MA Private Wealth | 4 | 4 | 0.05% | 0.12% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Tranquilli Financial Advisor LLC | 3 | 1 | 0.52% | 0.91% | 1.11% | Q4 2020 | Q4 2021 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.91% | 1.09% | 1.53% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 4 |
Trinity Legacy Partners, LLC | 4 | 4 | 14.79% | 20.46% | 24.62% | Q4 2018 | Q3 2019 | 4 |
Lattice Strategies LLC | 4 | 4 | 0.40% | 0.46% | 0.49% | Q2 2018 | Q1 2019 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q2 2019 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 1.69% | 2.69% | 3.05% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.20% | 0.36% | 0.79% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.18% | 0.33% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WT Wealth Management | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Cornerstone Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q1 2019 | 4 |
Orcam Financial Group | 4 | 4 | 0.22% | 0.24% | 0.25% | Q1 2022 | Q4 2022 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.37% | 1.44% | 1.57% | Q4 2022 | Q3 2023 | 4 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 4 |
FFT WEALTH MANAGEMENT LLC | 4 | 4 | 0.12% | 1.02% | 1.89% | Q2 2018 | Q1 2019 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.07% | 0.13% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Lee Financial Group Hawaii, Inc. | 4 | 4 | 0.41% | 0.46% | 0.50% | Q2 2021 | Q1 2022 | 4 |
Gs Investments, Inc. | 3 | 1 | 0.48% | 0.51% | 0.55% | Q2 2018 | Q4 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 1.93% | 2.03% | 2.18% | Q4 2021 | Q2 2022 | 3 |
BALLAST ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
9258 Wealth Management, LLC | 2 | 1 | 0.05% | 0.12% | 0.15% | Q4 2018 | Q3 2020 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Essex Private Wealth Management, LLC | 3 | 3 | 0.65% | 0.70% | 0.74% | Q2 2022 | Q4 2022 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CNO Financial Group, Inc. | 3 | 3 | 21.71% | 23.38% | 26.15% | Q2 2018 | Q4 2018 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
King Wealth Management Group | 3 | 3 | 0.06% | 0.09% | 0.13% | Q2 2018 | Q4 2018 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.15% | 0.90% | 2.34% | Q1 2021 | Q3 2021 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.06% | 0.17% | 0.23% | Q2 2020 | Q4 2020 | 3 |
Sentinus, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q2 2023 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Greytown Advisors Inc. | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Roger Wittlin Investment Advisory, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SWM Advisors | 3 | 3 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 3 |
ACG Wealth | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.02% | 0.80% | 1.26% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Financial Avengers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Advisors, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Essex Financial Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.22% | 3.16% | 5.84% | Q4 2018 | Q2 2019 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q2 2021 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q2 2022 | 3 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
TCF National Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Retireful, LLC | 2 | 1 | 0.50% | 0.66% | 0.89% | Q2 2022 | Q2 2023 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q1 2020 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.28% | 0.64% | 1.06% | Q4 2021 | Q2 2022 | 3 |
Advanced Asset Management Advisors Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.17% | 0.65% | 1.62% | Q3 2021 | Q1 2022 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.36% | 0.42% | 0.51% | Q4 2022 | Q2 2023 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q3 2023 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.07% | 0.15% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q2 2022 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.31% | 0.55% | 0.79% | Q2 2018 | Q3 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q4 2021 | Q1 2022 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.00% | 0.20% | 0.39% | Q4 2020 | Q1 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Activest Wealth Management | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
DEARBORN CAPITAL MANAGEMENT LLC | 2 | 2 | 3.27% | 3.88% | 4.49% | Q2 2018 | Q3 2018 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.10% | 0.37% | 0.63% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 2.11% | 2.14% | 2.17% | Q2 2023 | Q3 2023 | 2 |
Cladis Investment Advisory, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Granite Bay Wealth Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.42% | 1.45% | 1.47% | Q2 2023 | Q3 2023 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
CMH Wealth Management LLC | 2 | 2 | 3.00% | 3.01% | 3.02% | Q2 2018 | Q3 2018 | 2 |
Standard Family Office LLC | 2 | 2 | 0.04% | 0.44% | 0.85% | Q2 2022 | Q3 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Collaborative Wealth Managment Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.57% | 0.63% | 0.69% | Q3 2018 | Q2 2019 | 2 |
Diversified, LLC | 2 | 2 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q1 2022 | 2 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
Milestone Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q1 2022 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q4 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.77% | 0.79% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Concorde Asset Management, LLC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 2 |
Trexquant Investment LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.06% | 2.00% | 3.93% | Q3 2018 | Q4 2018 | 2 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.45% | 0.52% | 0.58% | Q3 2018 | Q2 2019 | 2 |
Silver Lake Advisory, LLC | 2 | 2 | 1.17% | 1.28% | 1.38% | Q3 2018 | Q4 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.35% | 0.36% | 0.36% | Q4 2022 | Q1 2023 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.32% | 0.59% | 0.86% | Q3 2018 | Q1 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 2 |
TCWP LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Glenview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HOLDERNESS INVESTMENTS CO | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2018 | Q3 2018 | 2 |
Global Assets Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2019 | Q4 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Southern Wealth Management, LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2023 | Q1 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CGC Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Schubert & Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
BCWM, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2022 | Q4 2022 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2023 | Q3 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
ACT Advisors, LLC. | 1 | 1 | 9.40% | 9.40% | 9.40% | Q1 2023 | Q1 2023 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2018 | Q3 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Ledge Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vigilare Wealth Management | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2022 | Q2 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Vickerman Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Suncoast Equity Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Monument Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Wedmont Private Capital | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2019 | Q3 2019 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Plancorp, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
United Community Bank | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 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.