Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q4 2022 | 28 |
Anchor Investment Management, LLC | 26 | 26 | 0.03% | 0.80% | 1.82% | Q3 2017 | Q4 2023 | 26 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
1834 INVESTMENT ADVISORS CO | 22 | 22 | 0.30% | 1.99% | 3.82% | Q2 2018 | Q3 2023 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.04% | 0.38% | 1.13% | Q2 2018 | Q3 2023 | 22 |
Carnegie Capital Asset Management, LLC | 22 | 22 | 0.28% | 0.53% | 0.79% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
EASTERN BANK | 22 | 22 | 0.94% | 1.12% | 1.38% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Fusion Family Wealth LLC | 22 | 22 | 3.63% | 5.22% | 8.18% | Q2 2018 | Q3 2023 | 22 |
Asset Dedication, LLC | 22 | 22 | 0.98% | 2.12% | 4.71% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Chesley Taft & Associates LLC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.09% | 2.38% | 5.25% | Q2 2018 | Q3 2023 | 22 |
Flaharty Asset Management, LLC | 22 | 22 | 0.11% | 0.36% | 0.68% | Q2 2018 | Q3 2023 | 22 |
Linscomb & Williams, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Mirador Capital Partners LP | 22 | 22 | 0.17% | 1.27% | 2.18% | Q2 2018 | Q3 2023 | 22 |
Financial Advisory Group | 22 | 22 | 0.21% | 0.46% | 0.67% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 | 22 | 0.10% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COOKSON PEIRCE & CO INC | 22 | 22 | 0.45% | 0.65% | 0.86% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Ironwood Financial, llc | 21 | 21 | 0.09% | 1.94% | 3.26% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.81% | 1.24% | 2.44% | Q3 2018 | Q3 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.53% | 0.65% | 0.83% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 1 | 0.01% | 0.31% | 1.14% | Q3 2018 | Q3 2023 | 20 |
MCF Advisors LLC | 12 | 7 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 19 |
DAVIS R M INC | 19 | 19 | 0.06% | 0.29% | 0.53% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 19 | 19 | 0.01% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.46% | 1.00% | 2.83% | Q2 2018 | Q4 2022 | 19 |
Stonebridge Capital Advisors LLC | 19 | 19 | 0.23% | 1.11% | 1.53% | Q1 2019 | Q3 2023 | 19 |
First Fiduciary Investment Counsel, Inc. | 16 | 3 | 0.04% | 0.17% | 0.58% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 19 |
AlphaStar Capital Management, LLC | 19 | 19 | 0.08% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Motley Fool Wealth Management, LLC | 19 | 19 | 1.00% | 1.66% | 2.36% | Q1 2019 | Q3 2023 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.02% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2022 | 19 |
Segment Wealth Management, LLC | 19 | 19 | 0.06% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Exchange Capital Management, Inc. | 18 | 18 | 0.07% | 0.49% | 0.90% | Q2 2019 | Q3 2023 | 18 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 18 | 18 | 0.02% | 0.15% | 0.27% | Q2 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
RETIREMENT INCOME SOLUTIONS, INC | 18 | 18 | 0.14% | 0.35% | 0.54% | Q3 2018 | Q4 2022 | 18 |
CAPTRUST FINANCIAL ADVISORS | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q4 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Lido Advisors, LLC | 18 | 18 | 0.01% | 3.39% | 11.47% | Q2 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 9 | 4 | 0.00% | 0.07% | 0.24% | Q2 2018 | Q2 2023 | 18 |
SYNOVUS FINANCIAL CORP | 17 | 17 | 0.02% | 0.02% | 0.05% | Q2 2018 | Q2 2022 | 17 |
Gs Investments, Inc. | 15 | 2 | 0.02% | 0.56% | 1.94% | Q2 2019 | Q3 2023 | 17 |
First Command Bank | 10 | 7 | 0.01% | 1.87% | 4.91% | Q2 2018 | Q2 2023 | 17 |
Marietta Wealth Management, LLC | 17 | 17 | 1.04% | 2.12% | 3.04% | Q3 2019 | Q3 2023 | 17 |
Brookstone Capital Management | 17 | 17 | 0.03% | 1.14% | 2.82% | Q3 2019 | Q3 2023 | 17 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 17 | 17 | 0.14% | 0.24% | 0.32% | Q3 2019 | Q3 2023 | 17 |
SFE Investment Counsel | 17 | 17 | 0.12% | 0.73% | 1.13% | Q3 2019 | Q3 2023 | 17 |
SHUFRO ROSE & CO LLC | 17 | 17 | 0.01% | 1.00% | 7.57% | Q3 2019 | Q3 2023 | 17 |
Iowa State Bank | 17 | 17 | 0.06% | 0.20% | 0.47% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
First Command Financial Services, Inc. | 10 | 7 | 0.01% | 1.38% | 4.91% | Q2 2018 | Q2 2023 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.01% | 0.20% | 0.37% | Q3 2019 | Q3 2023 | 17 |
OPTIMUM INVESTMENT ADVISORS | 17 | 17 | 0.07% | 0.29% | 0.48% | Q4 2019 | Q4 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 2.66% | 3.84% | 4.97% | Q4 2019 | Q4 2023 | 17 |
NOVARE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.05% | 0.39% | 0.70% | Q3 2019 | Q3 2023 | 17 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.08% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 16 |
ProVise Management Group, LLC | 16 | 16 | 0.04% | 0.26% | 0.49% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Curbstone Financial Management Corp | 16 | 16 | 0.13% | 0.96% | 1.30% | Q1 2020 | Q4 2023 | 16 |
Pacific Wealth Strategies Group, Inc. | 16 | 16 | 0.57% | 2.41% | 3.18% | Q4 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 12 | 2 | 0.04% | 0.17% | 0.27% | Q2 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 1.39% | 2.30% | 3.18% | Q4 2019 | Q3 2023 | 16 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.04% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
WHITENER CAPITAL MANAGEMENT, INC. | 12 | 4 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q3 2023 | 16 |
RVW Wealth, LLC | 16 | 16 | 0.24% | 0.48% | 1.09% | Q1 2020 | Q4 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.49% | 0.54% | 0.63% | Q4 2019 | Q3 2023 | 16 |
FCA CORP /TX | 16 | 16 | 1.15% | 1.68% | 2.40% | Q4 2019 | Q3 2023 | 16 |
Trilogy Capital Inc. | 16 | 16 | 0.33% | 0.48% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Vista Private Wealth Partners. LLC | 16 | 16 | 0.13% | 2.98% | 5.05% | Q3 2018 | Q2 2022 | 16 |
BCS Wealth Management | 16 | 16 | 0.14% | 1.22% | 6.48% | Q4 2019 | Q3 2023 | 16 |
Kessler Investment Group, LLC | 16 | 16 | 0.02% | 0.71% | 1.69% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BENEDICT FINANCIAL ADVISORS INC | 16 | 16 | 0.09% | 0.26% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Sigma Planning Corp | 16 | 16 | 0.06% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.02% | 0.07% | 0.21% | Q2 2019 | Q3 2023 | 16 |
Insight Wealth Partners, LLC | 15 | 15 | 0.21% | 0.68% | 1.25% | Q4 2019 | Q2 2023 | 15 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Cetera Advisors LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.30% | 1.12% | 1.97% | Q1 2020 | Q3 2023 | 15 |
RPg Family Wealth Advisory, LLC | 9 | 6 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
S.E.E.D. Planning Group LLC | 15 | 15 | 2.82% | 4.66% | 5.91% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.01% | 0.78% | 1.57% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Aspen Investment Management Inc | 15 | 15 | 1.61% | 2.50% | 4.23% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.02% | 0.78% | 1.23% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 14 | 1 | 0.00% | 0.18% | 0.60% | Q2 2018 | Q3 2023 | 15 |
New Potomac Partners, LLC | 15 | 15 | 0.03% | 0.86% | 1.19% | Q1 2020 | Q3 2023 | 15 |
American Institute for Advanced Investment Management, LLP | 15 | 15 | 0.25% | 0.56% | 0.99% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.05% | 0.24% | 0.73% | Q1 2020 | Q4 2023 | 15 |
COURIER CAPITAL LLC | 14 | 14 | 0.03% | 0.35% | 0.58% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Beaumont Financial Partners, LLC | 14 | 14 | 0.17% | 0.45% | 0.96% | Q2 2019 | Q3 2022 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Souders Financial Advisors | 14 | 14 | 0.58% | 0.70% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Ballew Advisors, Inc | 14 | 14 | 0.19% | 0.50% | 1.32% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.05% | 0.10% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.09% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 7 | 6 | 0.00% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 13 |
SNS Financial Group, LLC | 13 | 13 | 0.04% | 1.44% | 3.55% | Q3 2020 | Q3 2023 | 13 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.15% | 0.19% | 0.29% | Q2 2018 | Q2 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.11% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 13 |
Savior LLC | 13 | 13 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Cypress Capital Group | 13 | 13 | 0.05% | 0.17% | 0.23% | Q4 2019 | Q4 2022 | 13 |
Solitude Financial Services | 12 | 12 | 0.53% | 0.99% | 1.94% | Q4 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 0.64% | 0.82% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Legacy Financial Group LLC | 12 | 12 | 2.15% | 2.88% | 3.52% | Q4 2020 | Q3 2023 | 12 |
Retirement Solution Inc. | 12 | 12 | 0.16% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.12% | 0.33% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2022 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.86% | 1.26% | 2.50% | Q4 2020 | Q3 2023 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.01% | 0.36% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 3.19% | 3.67% | 4.26% | Q4 2020 | Q3 2023 | 12 |
Barnett & Company, Inc. | 10 | 2 | 0.06% | 1.47% | 6.00% | Q3 2018 | Q4 2021 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
FIRST NATIONAL CORP /MA/ /ADV | 12 | 12 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q1 2023 | 12 |
Bray Capital Advisors | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Sculati Wealth Management, LLC | 8 | 4 | 0.12% | 0.28% | 0.49% | Q1 2020 | Q3 2023 | 12 |
Alhambra Investment Management LLC | 11 | 11 | 0.24% | 0.35% | 0.45% | Q1 2020 | Q3 2022 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Nikulski Financial, Inc. | 11 | 11 | 0.17% | 0.66% | 1.12% | Q1 2021 | Q3 2023 | 11 |
CX Institutional | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 11 | 0.05% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 11 |
True Link Financial Advisors, LLC | 6 | 5 | 0.01% | 1.64% | 3.06% | Q4 2020 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 2.11% | 2.36% | 2.58% | Q1 2021 | Q3 2023 | 11 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.56% | 0.71% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
GPM Growth Investors, Inc. | 11 | 11 | 6.90% | 7.92% | 9.02% | Q1 2020 | Q3 2022 | 11 |
Leisure Capital Management | 11 | 11 | 0.30% | 0.36% | 0.40% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 11 |
Clean Yield Group | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 9 | 2 | 0.00% | 0.37% | 0.96% | Q3 2020 | Q3 2023 | 11 |
SPRENG CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.20% | 0.29% | 0.41% | Q3 2020 | Q1 2023 | 11 |
YHB Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.18% | 0.37% | Q3 2020 | Q1 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.99% | 1.66% | 2.07% | Q4 2020 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.01% | 0.07% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Bruderman Asset Management, LLC | 9 | 2 | 0.03% | 0.62% | 1.05% | Q1 2019 | Q4 2021 | 11 |
Heron Bay Capital Management | 11 | 11 | 0.12% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q1 2021 | 10 |
GREATMARK INVESTMENT PARTNERS, INC. | 10 | 10 | 0.06% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Homrich & Berg | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.54% | 0.94% | 1.21% | Q2 2021 | Q3 2023 | 10 |
IRON Financial LLC | 10 | 10 | 1.22% | 2.27% | 2.80% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.17% | 0.44% | 0.77% | Q2 2018 | Q3 2020 | 10 |
Gladstone Institutional Advisory LLC | 8 | 1 | 0.02% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Reitz Capital Advisors LLC | 9 | 9 | 0.49% | 2.08% | 2.98% | Q1 2019 | Q1 2021 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q2 2022 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
WOLVERINE TRADING, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Wealth Quarterback LLC | 5 | 2 | 0.03% | 0.13% | 0.24% | Q4 2019 | Q2 2023 | 9 |
Klingman & Associates, LLC | 9 | 9 | 0.06% | 0.90% | 1.38% | Q2 2018 | Q2 2020 | 9 |
Cornerstone Wealth Management, LLC | 6 | 3 | 0.10% | 0.71% | 1.01% | Q2 2021 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 7 | 1 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.68% | 0.79% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.34% | 0.99% | 1.25% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 1.10% | 1.41% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.40% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Blossom Wealth Management | 8 | 8 | 1.34% | 1.85% | 2.25% | Q4 2021 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.34% | 0.41% | 0.52% | Q4 2021 | Q3 2023 | 8 |
SENTINEL PENSION ADVISORS INC | 8 | 8 | 3.20% | 3.57% | 3.94% | Q4 2021 | Q3 2023 | 8 |
TLWM | 3 | 2 | 0.23% | 0.36% | 0.52% | Q1 2021 | Q3 2023 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
PALLADIUM PARTNERS LLC | 6 | 2 | 0.01% | 0.17% | 0.26% | Q1 2019 | Q1 2021 | 8 |
KIRR MARBACH & CO LLC /IN/ | 7 | 1 | 0.06% | 2.22% | 3.33% | Q4 2018 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.55% | 2.25% | 4.20% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 2.97% | 3.60% | 4.72% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 3 | 0.01% | 0.17% | 0.26% | Q2 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 0.23% | 1.06% | 2.09% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.13% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Well Done, LLC | 8 | 8 | 0.09% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q3 2022 | 8 |
TRUIST FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Whitegate Investment Counselors, Inc. | 8 | 8 | 0.04% | 0.17% | 0.32% | Q4 2019 | Q3 2021 | 8 |
Oder Investment Management, LLC | 7 | 1 | 1.84% | 2.47% | 2.97% | Q4 2020 | Q3 2023 | 8 |
Horizons Wealth Management | 7 | 7 | 2.77% | 3.04% | 3.48% | Q2 2022 | Q4 2023 | 7 |
Renaissance Technologies | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Gryphon Financial Partners LLC | 7 | 7 | 1.20% | 1.88% | 2.07% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 6 | 1 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q4 2023 | 7 |
Lantz Financial LLC | 7 | 7 | 1.49% | 1.67% | 1.93% | Q1 2022 | Q3 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.20% | 0.25% | 0.33% | Q1 2022 | Q3 2023 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 1.15% | 2.96% | Q4 2021 | Q2 2023 | 7 |
Ironwood Wealth Management, LLC. | 7 | 7 | 2.80% | 8.40% | 10.07% | Q1 2022 | Q3 2023 | 7 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FORVIS Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.15% | 0.19% | Q2 2018 | Q4 2019 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.09% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Harfst & Associates, Inc. | 5 | 2 | 0.09% | 0.15% | 0.24% | Q1 2020 | Q4 2022 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.94% | 2.52% | 2.97% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Stiles Financial Services Inc | 4 | 3 | 0.25% | 0.41% | 1.10% | Q4 2021 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Ashfield Capital Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Keel Point, LLC | 6 | 1 | 0.02% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.28% | 0.47% | 0.60% | Q1 2022 | Q3 2023 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Heritage Trust Co | 7 | 7 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.20% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.14% | 0.31% | 0.72% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q4 2022 | 7 |
Advisors Preferred, LLC | 7 | 7 | 1.69% | 2.89% | 5.84% | Q4 2020 | Q2 2022 | 7 |
Virginia National Bank | 7 | 7 | 1.48% | 4.44% | 6.61% | Q1 2022 | Q3 2023 | 7 |
Oakhurst Advisors,LLC | 7 | 7 | 4.40% | 20.04% | 39.36% | Q2 2021 | Q4 2022 | 7 |
NOTTINGHAM ADVISORS, INC. | 7 | 7 | 0.04% | 1.17% | 2.24% | Q1 2022 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.50% | 0.70% | 0.91% | Q1 2022 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.29% | 1.05% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Revolve Wealth Partners, LLC | 4 | 3 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.01% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 7 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Treasure Coast Financial Planning | 6 | 6 | 4.70% | 5.30% | 6.02% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.34% | 0.56% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.19% | 0.79% | 1.25% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 6 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 6 | 0.84% | 1.76% | 2.05% | Q2 2022 | Q3 2023 | 6 |
SMI Advisory Services, LLC | 5 | 1 | 0.14% | 0.25% | 0.42% | Q1 2022 | Q3 2023 | 6 |
Masso Torrence Wealth Management Inc. | 5 | 1 | 0.12% | 0.75% | 1.09% | Q4 2021 | Q3 2023 | 6 |
Castle Rock Wealth Management, LLC | 4 | 2 | 0.04% | 0.86% | 1.98% | Q2 2018 | Q4 2019 | 6 |
IFG Advisory, LLC | 5 | 1 | 0.02% | 0.06% | 0.27% | Q2 2019 | Q3 2023 | 6 |
TI-TRUST, INC | 5 | 1 | 0.18% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Raub Brock Capital Management LP | 6 | 6 | 0.55% | 0.63% | 0.72% | Q3 2018 | Q4 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 0.24% | 0.30% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Old Port Advisors | 5 | 1 | 0.17% | 0.50% | 0.69% | Q1 2022 | Q3 2023 | 6 |
TCG Advisors, LP | 6 | 6 | 0.46% | 1.72% | 2.70% | Q1 2019 | Q2 2020 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q1 2020 | 6 |
Private Vista, LLC | 6 | 6 | 4.34% | 5.94% | 7.34% | Q1 2019 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Financial Network Wealth Management LLC | 6 | 6 | 0.18% | 0.21% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Resonant Capital Advisors, LLC | 6 | 6 | 0.14% | 0.50% | 0.81% | Q2 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.06% | 0.11% | 0.15% | Q1 2021 | Q2 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.57% | 1.54% | 1.86% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.28% | 0.31% | 0.38% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.23% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
TruWealth Advisors, LLC | 5 | 5 | 3.22% | 4.07% | 5.16% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.16% | 0.34% | Q3 2018 | Q1 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q1 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.78% | 2.70% | 3.33% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
GILL CAPITAL PARTNERS, LLC | 5 | 5 | 0.14% | 0.25% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.72% | 0.88% | 0.99% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Golden State Equity Partners | 3 | 2 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 5 |
St. Louis Financial Planners Asset Management, LLC | 5 | 5 | 2.12% | 2.76% | 3.18% | Q4 2022 | Q4 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealthstreet Investment Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.16% | Q2 2022 | Q2 2023 | 5 |
GeoWealth Management, LLC | 5 | 5 | 0.04% | 0.32% | 0.53% | Q1 2022 | Q1 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.25% | 0.28% | 0.30% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.42% | 0.73% | 1.33% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.03% | 0.20% | 0.60% | Q4 2020 | Q4 2021 | 5 |
Campbell Wealth Management | 5 | 5 | 2.58% | 2.89% | 3.86% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.48% | 0.91% | 1.06% | Q1 2022 | Q1 2023 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.74% | 0.84% | 0.90% | Q2 2022 | Q2 2023 | 5 |
Astor Investment Management LLC | 5 | 5 | 3.88% | 6.65% | 7.50% | Q1 2022 | Q1 2023 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.07% | 0.20% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 2.20% | 3.63% | 4.15% | Q1 2022 | Q1 2023 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 1.02% | 1.27% | 1.50% | Q4 2021 | Q4 2022 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.15% | 0.22% | 0.28% | Q1 2022 | Q1 2023 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Harborview Advisors, LLC | 5 | 5 | 0.62% | 0.67% | 0.75% | Q1 2019 | Q1 2020 | 5 |
Hudson Capital Management LLC | 5 | 5 | 3.35% | 4.58% | 6.31% | Q3 2022 | Q3 2023 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.22% | 0.43% | 0.57% | Q1 2022 | Q1 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.95% | 1.56% | 2.09% | Q3 2022 | Q3 2023 | 5 |
Legacy CG, LLC | 5 | 5 | 1.71% | 2.06% | 2.59% | Q3 2022 | Q3 2023 | 5 |
BANTA ASSET MANAGEMENT LP | 5 | 5 | 0.17% | 0.73% | 1.25% | Q1 2021 | Q1 2022 | 5 |
Rede Wealth, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q4 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 3.49% | 3.65% | 3.91% | Q4 2022 | Q3 2023 | 4 |
Genesee Capital Advisors, LLC | 4 | 4 | 0.62% | 0.67% | 0.72% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q2 2023 | 4 |
WT Wealth Management | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Archer Investment Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.37% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 3.73% | 4.09% | 4.63% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 5.48% | 8.68% | 11.36% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.47% | 0.67% | 0.91% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.34% | 0.47% | 0.79% | Q4 2022 | Q3 2023 | 4 |
DWM Financial Group, Inc. | 3 | 1 | 3.13% | 4.54% | 5.38% | Q4 2019 | Q4 2020 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 16.11% | 16.46% | 17.30% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.16% | 0.26% | 0.32% | Q1 2022 | Q4 2022 | 4 |
REBALANCE, LLC | 4 | 4 | 0.56% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
G2 CAPITAL MANAGEMENT, LLC / OH | 4 | 4 | 0.92% | 1.07% | 1.17% | Q4 2022 | Q3 2023 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.43% | 0.58% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.47% | 0.63% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.24% | 0.28% | 0.34% | Q1 2019 | Q4 2019 | 4 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.48% | 0.55% | 0.59% | Q1 2022 | Q1 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.12% | 0.26% | 0.42% | Q4 2022 | Q3 2023 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.17% | 0.43% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.01% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Strid Group, LLC | 4 | 4 | 0.55% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Allworth Financial LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.11% | 0.35% | 0.44% | Q4 2018 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 4.61% | 4.69% | 4.86% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Coulter & Justus Financial Services, LLC | 2 | 1 | 0.21% | 0.23% | 0.25% | Q4 2021 | Q3 2022 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.45% | 0.55% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Main Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.14% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.01% | 0.98% | 1.53% | Q4 2022 | Q2 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.02% | 0.19% | 0.28% | Q1 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.27% | 0.31% | 0.34% | Q1 2022 | Q3 2022 | 3 |
Lokken Investment Group LLC | 3 | 3 | 3.07% | 3.14% | 3.26% | Q2 2022 | Q4 2022 | 3 |
ORG Partners LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.44% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.56% | 0.67% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 3 |
FC Advisory LLC | 3 | 3 | 0.14% | 0.21% | 0.25% | Q2 2023 | Q4 2023 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 4.18% | 5.16% | 6.86% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.16% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.12% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Levy Wealth Management Group, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Friedenthal Financial | 3 | 3 | 0.26% | 0.29% | 0.32% | Q2 2019 | Q4 2019 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
EMFO, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Savant Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Transparent Wealth Partners LLC | 3 | 3 | 5.76% | 6.10% | 6.46% | Q3 2022 | Q1 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 2.10% | 2.20% | 2.28% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.31% | 0.35% | 0.40% | Q2 2021 | Q3 2021 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.08% | 0.15% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Prentice Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.26% | 0.36% | 0.46% | Q4 2021 | Q1 2022 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.32% | 0.33% | 0.33% | Q3 2022 | Q4 2022 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Garrett Wealth Advisory Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2019 | Q4 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Davis Capital Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 2.32% | 2.43% | 2.54% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.88% | 0.89% | 0.90% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Claro Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2020 | Q2 2020 | 2 |
EVEXIA WEALTH LLC | 2 | 2 | 0.91% | 0.98% | 1.05% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2023 | Q1 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 4.36% | 4.36% | 4.36% | Q3 2023 | Q3 2023 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2023 | Q2 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2022 | Q2 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Systelligence, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Aries Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own INVESCO EXCH TRD SLF IDX FD or have owned INVESCO EXCH TRD SLF IDX FD in the past.