Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 98 |
Cutler Group LLC / CA | 31 | 31 | 0.00% | 0.00% | 0.06% | Q1 2016 | Q3 2023 | 73 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.42% | 1.35% | Q2 2013 | Q3 2023 | 43 |
Hudock, Inc. | 42 | 42 | 0.27% | 0.68% | 1.14% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.02% | 0.31% | 0.50% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.13% | 2.23% | 7.88% | Q2 2013 | Q3 2023 | 42 |
FORBES J M & CO LLP | 42 | 42 | 0.71% | 0.97% | 1.14% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN MANAGEMENT CO | 42 | 42 | 0.22% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.03% | 0.37% | 1.19% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.12% | 0.99% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.23% | 0.91% | 2.38% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.10% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.03% | 0.26% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.04% | 0.22% | 0.71% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.28% | 1.25% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.26% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.09% | 0.44% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.04% | 0.11% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.24% | 0.68% | 1.90% | Q2 2013 | Q3 2023 | 41 |
HSBC HOLDINGS PLC | 41 | 41 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 0.55% | 1.15% | 2.03% | Q4 2013 | Q4 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.31% | 0.49% | 0.74% | Q4 2013 | Q3 2023 | 40 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 0.14% | 0.55% | 0.99% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.15% | 1.25% | 2.01% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.25% | 0.51% | Q4 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 40 | 40 | 0.01% | 12.52% | 21.46% | Q4 2013 | Q3 2023 | 40 |
Autus Asset Management, LLC | 39 | 39 | 0.22% | 0.49% | 0.76% | Q2 2013 | Q4 2022 | 39 |
NORRIS PERNE & FRENCH LLP/MI | 39 | 39 | 0.04% | 0.07% | 0.14% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Rehmann Capital Advisory Group | 23 | 15 | 0.22% | 3.16% | 32.90% | Q4 2013 | Q3 2023 | 38 |
Tortoise Investment Management, LLC | 38 | 38 | 0.02% | 2.49% | 3.49% | Q2 2014 | Q3 2023 | 38 |
WEATHERLY ASSET MANAGEMENT L. P. | 38 | 38 | 0.34% | 1.18% | 1.78% | Q2 2014 | Q3 2023 | 38 |
WBH ADVISORY INC | 25 | 3 | 0.53% | 0.99% | 1.87% | Q2 2013 | Q3 2023 | 38 |
FMR LLC | 37 | 37 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 37 |
Cetera Advisor Networks LLC | 37 | 37 | 0.02% | 0.21% | 0.50% | Q3 2014 | Q3 2023 | 37 |
Allworth Financial LP | 37 | 37 | 0.23% | 3.00% | 6.64% | Q3 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2023 | 37 |
PRUDENTIAL FINANCIAL INC | 28 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 37 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q3 2023 | 37 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 27 | 10 | 0.04% | 0.28% | 1.22% | Q3 2013 | Q2 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.22% | 0.71% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 36 | 36 | 0.06% | 0.86% | 2.05% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.40% | 0.84% | 1.82% | Q4 2014 | Q3 2023 | 36 |
Avior Wealth Management, LLC | 36 | 36 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.02% | 1.63% | 4.32% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 1.16% | 2.88% | 7.23% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 34 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
Evensky & Katz LLC | 35 | 35 | 0.01% | 2.94% | 9.83% | Q1 2015 | Q3 2023 | 35 |
Valmark Advisers, Inc. | 35 | 35 | 0.05% | 1.00% | 2.27% | Q1 2015 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.14% | 0.85% | 1.47% | Q4 2014 | Q3 2023 | 35 |
Gemmer Asset Management LLC | 32 | 3 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 35 |
SHEETS SMITH WEALTH MANAGEMENT | 35 | 35 | 0.10% | 0.43% | 0.63% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.01% | 0.07% | 0.13% | Q1 2015 | Q3 2023 | 35 |
Brinker Capital Investments, LLC | 35 | 35 | 0.00% | 0.32% | 1.08% | Q2 2014 | Q4 2022 | 35 |
Patten Group, Inc. | 34 | 1 | 0.03% | 0.25% | 0.49% | Q4 2014 | Q3 2023 | 35 |
Burt Wealth Advisors | 35 | 35 | 0.16% | 0.27% | 1.06% | Q4 2014 | Q2 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
FINANCIAL CONSULATE, INC | 35 | 35 | 0.17% | 0.74% | 1.30% | Q1 2015 | Q3 2023 | 35 |
Accredited Investors Inc. | 34 | 34 | 0.06% | 0.30% | 0.55% | Q2 2015 | Q3 2023 | 34 |
CITIGROUP INC | 31 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 30 | 4 | 0.01% | 0.09% | 0.51% | Q1 2015 | Q3 2023 | 34 |
LVZ, Inc. | 34 | 34 | 0.30% | 0.59% | 2.36% | Q2 2015 | Q3 2023 | 34 |
BLB&B Advisors, LLC | 33 | 33 | 0.14% | 1.21% | 1.92% | Q3 2015 | Q3 2023 | 33 |
Jaffetilchin Investment Partners, LLC | 33 | 33 | 0.11% | 7.27% | 13.71% | Q3 2015 | Q3 2023 | 33 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 33 | 33 | 0.14% | 0.83% | 1.23% | Q3 2015 | Q3 2023 | 33 |
Cetera Advisors LLC | 33 | 33 | 0.02% | 0.43% | 1.05% | Q3 2015 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 32 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32 | 1 | 0.00% | 0.16% | 0.52% | Q2 2015 | Q3 2023 | 33 |
Atria Investments, Inc | 27 | 2 | 0.03% | 0.57% | 2.10% | Q2 2013 | Q3 2022 | 33 |
King Wealth Management Group | 33 | 33 | 0.36% | 1.39% | 1.94% | Q3 2015 | Q3 2023 | 33 |
FORVIS Wealth Advisors, LLC | 31 | 2 | 0.03% | 0.85% | 2.14% | Q2 2015 | Q3 2023 | 33 |
Well Done, LLC | 32 | 32 | 0.37% | 0.64% | 0.92% | Q4 2015 | Q3 2023 | 32 |
COLONY GROUP LLC | 28 | 4 | 0.04% | 0.16% | 0.31% | Q3 2014 | Q3 2023 | 32 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 32 | 32 | 0.00% | 0.79% | 2.28% | Q4 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 17 | 15 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 30 | 2 | 0.02% | 0.18% | 0.51% | Q4 2014 | Q3 2023 | 32 |
O'Brien Wealth Partners LLC | 32 | 32 | 0.40% | 14.75% | 33.43% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.03% | 0.48% | 0.73% | Q1 2015 | Q3 2023 | 32 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 4 | 0.42% | 1.79% | 3.56% | Q2 2015 | Q3 2023 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 5.01% | 10.54% | 15.65% | Q4 2015 | Q3 2023 | 32 |
Truepoint, Inc. | 27 | 5 | 0.04% | 1.20% | 2.92% | Q3 2015 | Q3 2023 | 32 |
First Heartland Consultants, Inc. | 17 | 1 | 0.05% | 0.50% | 0.96% | Q2 2013 | Q3 2023 | 31 |
Crestwood Advisors Group, LLC | 31 | 31 | 0.39% | 0.59% | 1.07% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
FIRST HAWAIIAN BANK | 31 | 31 | 0.04% | 0.28% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.78% | 2.05% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.10% | 0.50% | 1.03% | Q4 2015 | Q3 2023 | 31 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 31 |
ALLSTATE CORP | 22 | 9 | 0.93% | 3.60% | 8.26% | Q3 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.77% | 2.22% | 5.96% | Q4 2015 | Q3 2023 | 31 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 31 | 31 | 0.06% | 0.50% | 2.51% | Q1 2016 | Q3 2023 | 31 |
Kovack Advisors, Inc. | 19 | 1 | 0.05% | 0.36% | 4.18% | Q3 2013 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 29 | 2 | 0.00% | 0.08% | 0.28% | Q4 2014 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 30 |
BROWN ADVISORY INC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.00% | 0.03% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Ausdal Financial Partners, Inc. | 30 | 30 | 0.05% | 0.32% | 1.27% | Q4 2015 | Q1 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.17% | 0.34% | Q2 2016 | Q3 2023 | 30 |
Brookstone Capital Management | 30 | 30 | 0.06% | 1.24% | 2.48% | Q2 2016 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.03% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
PATTON ALBERTSON MILLER GROUP, LLC | 30 | 30 | 4.71% | 11.24% | 18.55% | Q2 2016 | Q3 2023 | 30 |
ETF Portfolio Partners, Inc. | 30 | 30 | 2.16% | 3.34% | 4.24% | Q2 2016 | Q3 2023 | 30 |
Cranbrook Wealth Management, LLC | 30 | 30 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
W.G. Shaheen & Associates DBA Whitney & Co | 29 | 29 | 0.10% | 2.12% | 3.23% | Q3 2016 | Q3 2023 | 29 |
Cetera Investment Advisers | 29 | 29 | 0.09% | 0.25% | 0.50% | Q3 2016 | Q3 2023 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 29 | 29 | 0.05% | 0.37% | 0.77% | Q3 2016 | Q3 2023 | 29 |
RFG Advisory, LLC | 19 | 2 | 0.08% | 0.85% | 5.08% | Q1 2015 | Q3 2023 | 29 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 29 | 29 | 0.14% | 0.25% | 0.37% | Q3 2016 | Q3 2023 | 29 |
VICUS CAPITAL | 29 | 29 | 0.10% | 0.33% | 0.61% | Q3 2016 | Q3 2023 | 29 |
BESSEMER GROUP INC | 15 | 2 | 0.00% | 0.02% | 0.20% | Q3 2014 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.04% | 0.27% | 0.68% | Q3 2016 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q2 2023 | 29 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 2 | 0.00% | 0.05% | 0.18% | Q3 2015 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.44% | 2.05% | 5.89% | Q1 2016 | Q4 2023 | 29 |
Transform Wealth, LLC | 25 | 4 | 0.08% | 0.26% | 0.60% | Q2 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 24 | 4 | 0.00% | 0.13% | 0.49% | Q3 2014 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.16% | 7.57% | 13.11% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 22 | 6 | 0.02% | 0.31% | 1.46% | Q3 2016 | Q3 2023 | 28 |
Carnegie Capital Asset Management, LLC | 22 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.08% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
FAS Wealth Partners, Inc. | 20 | 1 | 0.06% | 2.12% | 10.24% | Q2 2014 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 25 | 3 | 0.06% | 0.58% | 1.39% | Q4 2014 | Q3 2023 | 28 |
OXFORD FINANCIAL GROUP, LTD. LLC | 28 | 28 | 0.15% | 0.39% | 0.87% | Q4 2016 | Q3 2023 | 28 |
Concorde Asset Management, LLC | 21 | 7 | 0.22% | 0.85% | 3.13% | Q1 2015 | Q3 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 28 | 28 | 0.12% | 0.37% | 0.45% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.01% | 0.08% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Pinnacle Family Advisors, LLC | 28 | 28 | 0.87% | 2.59% | 6.28% | Q4 2016 | Q3 2023 | 28 |
Strategic Point Investment Advisors, LLC | 28 | 28 | 0.05% | 6.61% | 10.42% | Q4 2016 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.00% | 11.70% | 15.44% | Q4 2016 | Q3 2023 | 28 |
ARGI Investment Services, LLC | 28 | 28 | 0.03% | 0.72% | 1.37% | Q1 2016 | Q4 2022 | 28 |
SOL Capital Management CO | 28 | 28 | 0.07% | 0.09% | 0.11% | Q4 2016 | Q3 2023 | 28 |
FORT PITT CAPITAL GROUP, LLC | 28 | 28 | 0.04% | 0.20% | 0.92% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.06% | 0.62% | 2.05% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.02% | 0.99% | 1.47% | Q4 2016 | Q3 2023 | 28 |
Zhang Financial LLC | 28 | 28 | 0.12% | 4.46% | 7.87% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
SigFig Wealth Management, LLC | 25 | 2 | 3.16% | 11.55% | 17.23% | Q4 2016 | Q3 2023 | 27 |
IMA Wealth, Inc. | 27 | 27 | 0.09% | 0.15% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Community Bank, N.A. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
Ullmann Wealth Partners Group, LLC | 24 | 3 | 5.54% | 20.49% | 29.82% | Q4 2016 | Q3 2023 | 27 |
ZWJ INVESTMENT COUNSEL INC | 27 | 27 | 0.05% | 0.11% | 0.27% | Q1 2017 | Q3 2023 | 27 |
Sandy Spring Bank | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.05% | 0.34% | 1.39% | Q4 2016 | Q3 2023 | 27 |
Astor Investment Management LLC | 24 | 1 | 5.88% | 9.86% | 13.57% | Q1 2014 | Q4 2021 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.05% | 0.11% | 0.23% | Q1 2017 | Q3 2023 | 27 |
LCNB CORP | 21 | 6 | 0.86% | 1.30% | 1.66% | Q4 2016 | Q3 2023 | 27 |
Homrich & Berg | 27 | 27 | 0.04% | 1.05% | 1.94% | Q1 2015 | Q3 2021 | 27 |
KEMPER Corp | 27 | 27 | 2.02% | 3.73% | 6.98% | Q2 2015 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.14% | 0.66% | Q2 2013 | Q4 2019 | 27 |
Capital Analysts, LLC | 27 | 27 | 1.40% | 3.40% | 5.27% | Q1 2017 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 27 | 27 | 0.00% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 27 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 2 | 0.11% | 0.89% | 2.80% | Q2 2015 | Q3 2022 | 27 |
Milliman Financial Risk Management LLC | 27 | 27 | 2.92% | 7.30% | 10.86% | Q1 2016 | Q3 2022 | 27 |
CWM, LLC | 19 | 8 | 0.01% | 0.12% | 0.21% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.17% | 0.38% | Q4 2016 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.03% | 0.19% | 0.36% | Q1 2017 | Q3 2023 | 27 |
TIEDEMANN ADVISORS, LLC | 21 | 1 | 0.77% | 5.38% | 10.44% | Q4 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.10% | 0.34% | 0.77% | Q2 2017 | Q3 2023 | 26 |
FormulaFolio Investments, LLC | 21 | 5 | 0.01% | 1.67% | 4.74% | Q4 2014 | Q2 2021 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.05% | 0.12% | 1.04% | Q2 2017 | Q3 2023 | 26 |
Chicago Partners Investment Group LLC | 26 | 26 | 0.00% | 0.19% | 0.48% | Q2 2017 | Q3 2023 | 26 |
StrategIQ Financial Group, LLC | 26 | 26 | 0.10% | 0.25% | 0.48% | Q2 2017 | Q3 2023 | 26 |
Roble, Belko & Company, Inc | 26 | 26 | 0.03% | 1.46% | 2.08% | Q2 2017 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.11% | 0.35% | 0.93% | Q1 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.01% | 0.58% | 1.26% | Q2 2017 | Q3 2023 | 26 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 26 | 26 | 0.77% | 5.55% | 7.40% | Q2 2017 | Q3 2023 | 26 |
NOTTINGHAM ADVISORS, INC. | 23 | 3 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.01% | 0.13% | 0.37% | Q4 2016 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.02% | 0.07% | 0.32% | Q2 2017 | Q3 2023 | 26 |
V Wealth Advisors LLC | 14 | 1 | 0.05% | 0.17% | 0.41% | Q3 2016 | Q2 2023 | 26 |
Mariner, LLC | 24 | 1 | 0.00% | 0.20% | 0.39% | Q3 2015 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 26 | 26 | 0.00% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 26 |
CAPTRUST FINANCIAL ADVISORS | 15 | 10 | 0.00% | 0.05% | 0.21% | Q2 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.01% | 0.06% | 0.90% | Q3 2016 | Q2 2023 | 25 |
Litman Gregory Wealth Management LLC | 25 | 25 | 0.22% | 3.69% | 6.99% | Q3 2017 | Q3 2023 | 25 |
ASSETMARK, INC | 24 | 1 | 0.00% | 0.01% | 0.12% | Q2 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.12% | 0.49% | 1.03% | Q3 2017 | Q3 2023 | 25 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 21 | 4 | 0.04% | 0.12% | 0.20% | Q4 2013 | Q2 2021 | 25 |
MISSION WEALTH MANAGEMENT, LP | 25 | 25 | 0.09% | 1.61% | 3.81% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.02% | 0.06% | 0.32% | Q3 2017 | Q3 2023 | 25 |
ACG Wealth | 25 | 25 | 0.21% | 1.10% | 2.30% | Q3 2016 | Q3 2022 | 25 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.01% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 3 | 0.26% | 3.76% | 6.19% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.36% | 0.54% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.32% | 0.72% | 1.34% | Q4 2017 | Q3 2023 | 24 |
Good Life Advisors, LLC | 24 | 24 | 0.06% | 0.17% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Advisory Alpha, LLC | 21 | 3 | 0.00% | 0.14% | 0.39% | Q1 2017 | Q2 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.36% | 1.42% | 2.94% | Q4 2017 | Q3 2023 | 24 |
CADINHA & CO LLC | 24 | 24 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 1.78% | 4.92% | 11.35% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.10% | 0.18% | 0.62% | Q4 2017 | Q3 2023 | 24 |
LYNCH & ASSOCIATES/IN | 24 | 24 | 0.39% | 1.07% | 1.45% | Q1 2018 | Q4 2023 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.93% | 1.71% | 2.71% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.15% | 0.50% | Q4 2017 | Q3 2023 | 24 |
COMERICA BANK | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 5.50% | 8.16% | 9.93% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 1.08% | 2.36% | 2.74% | Q4 2017 | Q3 2023 | 24 |
First Personal Financial Services | 13 | 1 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.71% | 2.10% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.70% | 1.05% | 1.68% | Q4 2017 | Q3 2023 | 24 |
ROOSEVELT INVESTMENT GROUP LLC | 24 | 24 | 0.03% | 1.18% | 2.76% | Q4 2016 | Q3 2022 | 24 |
Divergent Wealth Advisors | 24 | 24 | 2.76% | 7.51% | 14.66% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.42% | 5.71% | 10.36% | Q4 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 8.90% | 18.47% | 28.35% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.37% | 0.83% | 1.75% | Q4 2017 | Q3 2023 | 24 |
Caprock Group, LLC | 24 | 24 | 0.20% | 1.60% | 2.89% | Q4 2017 | Q3 2023 | 24 |
HCR Wealth Advisors | 20 | 4 | 0.11% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.03% | 0.20% | 0.36% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.09% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.46% | 0.89% | 1.51% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.06% | 0.35% | 0.98% | Q4 2017 | Q3 2023 | 24 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.82% | 1.92% | Q2 2013 | Q3 2023 | 24 |
Legacy Financial Advisors, Inc. | 24 | 24 | 5.66% | 11.59% | 20.59% | Q4 2017 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.00% | 1.62% | 4.77% | Q2 2017 | Q2 2023 | 23 |
Sunbelt Securities, Inc. | 23 | 23 | 0.40% | 0.82% | 2.40% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 1.95% | 2.99% | 3.94% | Q4 2016 | Q2 2022 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 5 | 0.00% | 0.79% | 3.35% | Q3 2018 | Q3 2023 | 23 |
NWAM LLC | 23 | 23 | 0.07% | 0.63% | 1.39% | Q1 2018 | Q3 2023 | 23 |
Dana Investment Advisors, Inc. | 11 | 4 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 23 | 23 | 0.90% | 1.64% | 2.81% | Q4 2016 | Q2 2022 | 23 |
Aveo Capital Partners, LLC | 14 | 1 | 0.03% | 0.84% | 2.59% | Q4 2016 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2018 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.28% | 0.45% | 0.67% | Q4 2017 | Q3 2023 | 23 |
Tarbox Family Office, Inc. | 23 | 23 | 0.01% | 0.21% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Argent Trust Co | 23 | 23 | 0.20% | 0.81% | 1.57% | Q1 2018 | Q3 2023 | 23 |
PLANNING DIRECTIONS INC | 23 | 23 | 0.30% | 0.42% | 1.04% | Q1 2018 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.09% | 0.33% | Q1 2017 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Sowell Financial Services LLC | 8 | 1 | 0.05% | 0.73% | 12.79% | Q4 2016 | Q2 2023 | 23 |
MCF Advisors LLC | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Perigon Wealth Management, LLC | 14 | 1 | 0.00% | 0.39% | 8.47% | Q3 2011 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.01% | 1.11% | 1.68% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.16% | 0.17% | 0.19% | Q4 2017 | Q3 2023 | 22 |
Personal Capital Advisors Corp | 22 | 22 | 0.00% | 0.35% | 1.46% | Q3 2017 | Q4 2022 | 22 |
MAI Capital Management | 22 | 22 | 0.01% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 22 |
CFO4Life Group, LLC | 22 | 22 | 0.08% | 0.18% | 0.65% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 15 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Monument Capital Management | 22 | 22 | 2.72% | 5.46% | 9.12% | Q2 2018 | Q3 2023 | 22 |
Summit X, LLC | 19 | 3 | 0.05% | 0.63% | 2.63% | Q1 2018 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 22 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
Montecito Bank & Trust | 22 | 22 | 0.54% | 0.70% | 1.27% | Q3 2018 | Q4 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 13 | 9 | 0.04% | 3.97% | 8.51% | Q4 2016 | Q3 2023 | 22 |
Keystone Financial Group | 20 | 2 | 0.91% | 2.77% | 7.47% | Q1 2018 | Q3 2023 | 22 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.06% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Asset Planning Services, Ltd. | 22 | 22 | 0.32% | 0.85% | 1.13% | Q3 2016 | Q4 2021 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.01% | 0.08% | 0.19% | Q4 2015 | Q1 2021 | 22 |
Alpha Cubed Investments, LLC | 22 | 22 | 0.03% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Peak Financial Management, Inc. | 22 | 22 | 0.16% | 0.42% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.22% | 0.36% | Q3 2016 | Q4 2021 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 21 |
Independent Order of Foresters | 21 | 21 | 39.13% | 58.49% | 79.43% | Q3 2018 | Q3 2023 | 21 |
Wealth Alliance Advisory Group, LLC | 20 | 1 | 0.07% | 4.11% | 8.39% | Q4 2017 | Q3 2023 | 21 |
PALLADIUM PARTNERS LLC | 21 | 21 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q1 2022 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.01% | 0.07% | 0.15% | Q3 2014 | Q3 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.34% | 0.64% | 1.53% | Q3 2018 | Q3 2023 | 21 |
Hanlon Investment Management, Inc. | 19 | 2 | 0.36% | 2.04% | 9.49% | Q4 2016 | Q3 2023 | 21 |
Mount Yale Investment Advisors, LLC | 12 | 9 | 0.02% | 0.18% | 0.88% | Q1 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 21 |
Armor Investment Advisors, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q1 2023 | 21 |
West Branch Capital LLC | 13 | 8 | 0.12% | 0.17% | 0.25% | Q1 2018 | Q3 2023 | 21 |
FC Advisory LLC | 15 | 1 | 0.12% | 0.14% | 0.18% | Q1 2016 | Q4 2023 | 21 |
Financial Architects, Inc | 21 | 21 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 21 |
Global Trust Asset Management, LLC | 12 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 4 | 0.01% | 0.43% | 0.96% | Q1 2017 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 21 |
YALE UNIVERSITY | 17 | 4 | 0.06% | 0.65% | 3.72% | Q2 2018 | Q3 2023 | 21 |
CYPRESS CAPITAL MANAGEMENT LLC | 21 | 21 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2022 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.09% | 0.33% | 0.56% | Q3 2018 | Q3 2023 | 21 |
JGP Wealth Management, LLC | 21 | 21 | 0.15% | 1.25% | 2.01% | Q3 2018 | Q3 2023 | 21 |
Savant Capital, LLC | 21 | 21 | 0.02% | 0.11% | 0.34% | Q3 2018 | Q3 2023 | 21 |
BEACON FINANCIAL GROUP | 21 | 21 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 2.82% | 4.97% | Q3 2018 | Q3 2023 | 21 |
Voya Financial Advisors, Inc. | 20 | 1 | 0.03% | 0.11% | 0.21% | Q2 2016 | Q2 2022 | 21 |
Essex Financial Services, Inc. | 17 | 1 | 0.10% | 0.30% | 0.45% | Q4 2016 | Q3 2023 | 21 |
MOTCO | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2022 | 21 |
Executive Wealth Management, LLC | 20 | 20 | 2.21% | 4.72% | 7.60% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.12% | 0.19% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Family Management Corp | 20 | 20 | 1.30% | 3.48% | 5.36% | Q4 2018 | Q3 2023 | 20 |
Capstone Financial Advisors, Inc. | 20 | 20 | 1.01% | 2.01% | 4.81% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.01% | 0.19% | 0.70% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.17% | 5.07% | 9.27% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.27% | 0.34% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.11% | 0.53% | 1.60% | Q4 2018 | Q3 2023 | 20 |
WealthPLAN Partners, LLC | 15 | 5 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2023 | 20 |
BAR HARBOR WEALTH MANAGEMENT | 20 | 20 | 0.10% | 0.34% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 18 | 2 | 0.08% | 0.16% | 0.29% | Q3 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.19% | 0.33% | 1.06% | Q4 2018 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 0.61% | 1.52% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Exchange Capital Management, Inc. | 10 | 2 | 0.00% | 0.05% | 0.09% | Q3 2017 | Q1 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.36% | 0.79% | 1.28% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.01% | 4.45% | 13.66% | Q4 2018 | Q3 2023 | 20 |
Merriman Wealth Management, LLC | 15 | 1 | 0.05% | 0.12% | 0.22% | Q1 2017 | Q3 2023 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.39% | 3.67% | 7.19% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.04% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Ironsides Asset Advisors, LLC | 20 | 20 | 4.92% | 9.71% | 14.98% | Q4 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.14% | 0.87% | 2.83% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.12% | 0.20% | 0.46% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.11% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 20 |
NYL Investors LLC | 20 | 20 | 0.10% | 0.75% | 1.77% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.64% | 1.84% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.04% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 1.51% | 2.81% | 4.08% | Q4 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.01% | 0.64% | 1.51% | Q4 2015 | Q3 2020 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.54% | 1.34% | Q4 2018 | Q3 2023 | 20 |
CNB Bank | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.99% | 6.38% | 10.20% | Q4 2018 | Q3 2023 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 0.30% | 26.05% | 36.38% | Q4 2018 | Q3 2023 | 20 |
Allen Investment Management, LLC | 20 | 20 | 0.05% | 0.21% | 0.94% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.18% | 0.64% | 5.72% | Q4 2018 | Q3 2023 | 20 |
PROFFITT & GOODSON INC | 20 | 20 | 0.10% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 1.97% | 3.14% | 4.64% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.13% | 1.00% | Q4 2017 | Q3 2022 | 20 |
Cerity Partners LLC | 14 | 6 | 0.01% | 0.14% | 1.02% | Q4 2017 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.12% | 0.19% | 0.37% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.01% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Visionary Asset Management, Inc. | 10 | 1 | 0.11% | 0.21% | 0.45% | Q3 2013 | Q4 2018 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.10% | 0.13% | Q2 2017 | Q1 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.16% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19 | 1 | 0.11% | 0.27% | 0.36% | Q2 2018 | Q3 2023 | 20 |
C M BIDWELL & ASSOCIATES LTD | 19 | 1 | 0.04% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 20 |
Capital Directions Investment Advisors, LLC | 7 | 6 | 0.07% | 0.12% | 0.18% | Q3 2017 | Q4 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.54% | 0.64% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.18% | 0.29% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.18% | 0.87% | 2.11% | Q4 2018 | Q3 2023 | 20 |
Prospera Financial Services Inc | 18 | 1 | 0.02% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.22% | 0.40% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 0.06% | 0.39% | 0.59% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 17 | 3 | 0.01% | 0.01% | 0.05% | Q2 2017 | Q1 2023 | 20 |
CULBERTSON A N & CO INC | 20 | 20 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 18 | 2 | 0.01% | 0.18% | 0.52% | Q2 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 16 | 4 | 0.02% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 20 |
Grove Bank & Trust | 20 | 20 | 1.10% | 1.24% | 1.41% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.28% | 0.45% | 0.55% | Q1 2019 | Q3 2023 | 19 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 18 | 1 | 0.12% | 0.40% | 2.92% | Q4 2014 | Q3 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.24% | 0.74% | Q1 2019 | Q3 2023 | 19 |
Mengis Capital Management, Inc. | 19 | 19 | 0.07% | 0.10% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Cypress Wealth Services, LLC | 19 | 19 | 0.20% | 0.43% | 1.13% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.18% | 0.40% | 0.81% | Q4 2018 | Q3 2023 | 19 |
MGO ONE SEVEN LLC | 15 | 2 | 0.02% | 0.14% | 0.58% | Q4 2017 | Q3 2023 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 8 | 0.02% | 0.44% | 1.34% | Q2 2013 | Q1 2018 | 19 |
Lantz Financial LLC | 19 | 19 | 0.09% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 3.71% | 4.99% | 6.51% | Q1 2019 | Q3 2023 | 19 |
Cooper Financial Group | 19 | 19 | 0.08% | 0.21% | 0.48% | Q1 2019 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.27% | 0.54% | 0.95% | Q1 2019 | Q3 2023 | 19 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 13 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Winthrop Advisory Group LLC | 19 | 19 | 0.27% | 7.19% | 10.59% | Q1 2019 | Q3 2023 | 19 |
Private Capital Advisors, Inc. | 19 | 19 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Advisors, LLC | 19 | 19 | 0.02% | 0.39% | 1.40% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.67% | 1.27% | 1.86% | Q4 2017 | Q2 2022 | 19 |
Icon Wealth Partners, LLC | 15 | 1 | 0.03% | 1.02% | 4.85% | Q4 2017 | Q3 2023 | 19 |
Human Investing LLC | 12 | 7 | 0.13% | 0.81% | 1.33% | Q4 2018 | Q3 2023 | 19 |
Parkside Investments, LLC | 19 | 19 | 0.27% | 0.36% | 0.46% | Q1 2019 | Q3 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2021 | 19 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 2.25% | 3.44% | 7.12% | Q1 2019 | Q3 2023 | 19 |
Day & Ennis, LLC | 19 | 19 | 0.48% | 1.30% | 3.27% | Q1 2019 | Q3 2023 | 19 |
Tennessee Valley Asset Management Partners | 10 | 9 | 0.09% | 1.69% | 6.26% | Q4 2018 | Q3 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.06% | 0.20% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.18% | 0.29% | 0.39% | Q4 2017 | Q2 2022 | 19 |
Vivaldi Capital Management LP | 19 | 19 | 0.08% | 0.63% | 1.37% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Legacy Private Trust Co. | 19 | 19 | 1.58% | 3.85% | 6.86% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.28% | 0.48% | 0.67% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.14% | 0.19% | 0.27% | Q4 2018 | Q2 2023 | 19 |
HANCOCK WHITNEY CORP | 18 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
WealthShield Partners, LLC | 19 | 19 | 0.06% | 0.61% | 1.62% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.16% | 2.87% | 4.46% | Q1 2019 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Cypress Capital Group | 18 | 18 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
StoneX Group Inc. | 12 | 1 | 0.15% | 0.50% | 1.05% | Q3 2017 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.63% | 0.81% | 0.97% | Q2 2019 | Q3 2023 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 18 | 18 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2022 | 18 |
Private Portfolio Partners LLC | 13 | 5 | 0.09% | 0.32% | 1.04% | Q1 2019 | Q3 2023 | 18 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
Canton Hathaway, LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.07% | 0.16% | 0.82% | Q4 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.17% | 0.61% | Q2 2013 | Q3 2017 | 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18 | 18 | 0.03% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.75% | 1.93% | 2.76% | Q1 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.86% | 1.95% | Q2 2019 | Q3 2023 | 18 |
Cedar Brook Financial Partners, LLC | 17 | 1 | 0.24% | 1.95% | 2.39% | Q1 2019 | Q3 2023 | 18 |
VISTA CAPITAL PARTNERS, INC. | 18 | 18 | 0.06% | 0.14% | 0.16% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.74% | 3.62% | 6.78% | Q1 2016 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
INVERNESS COUNSEL LLC /NY/ | 18 | 18 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2022 | 18 |
Quadrant Private Wealth Management, LLC | 11 | 3 | 0.23% | 0.67% | 1.65% | Q4 2018 | Q3 2023 | 18 |
Joel Isaacson & Co., LLC | 18 | 18 | 0.05% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 15 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
GRIMES & COMPANY, INC. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 18 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.35% | 0.55% | 0.83% | Q3 2019 | Q3 2023 | 17 |
Matthew Goff Investment Advisor, LLC | 17 | 17 | 0.16% | 0.40% | 1.23% | Q3 2019 | Q3 2023 | 17 |
KWMG, LLC | 15 | 2 | 0.00% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 17 |
CEDAR CAPITAL, LLC | 17 | 17 | 0.17% | 1.98% | 6.11% | Q3 2017 | Q3 2021 | 17 |
Tolleson Wealth Management, Inc. | 17 | 17 | 0.19% | 4.27% | 6.57% | Q3 2019 | Q3 2023 | 17 |
Arcus Capital Partners, LLC | 16 | 1 | 0.00% | 0.24% | 0.58% | Q4 2015 | Q4 2022 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 4.70% | 5.58% | 7.20% | Q3 2019 | Q3 2023 | 17 |
Benchmark Financial Wealth Advisors, LLC | 17 | 17 | 1.15% | 8.21% | 10.57% | Q3 2019 | Q3 2023 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
CIBC WORLD MARKET INC. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 1.77% | 5.73% | 8.91% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
CRA Financial Services, LLC | 11 | 2 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 17 |
EP Wealth Advisors, LLC | 13 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
LifePlan Financial Group, Inc | 17 | 17 | 0.22% | 1.29% | 2.61% | Q3 2016 | Q3 2020 | 17 |
CreativeOne Wealth, LLC | 17 | 17 | 0.02% | 0.16% | 0.36% | Q3 2019 | Q3 2023 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 13 | 4 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 17 |
Capital Investment Advisory Services, LLC | 16 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
Southeast Asset Advisors Inc. | 17 | 17 | 0.12% | 0.15% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Neuberger Berman Group LLC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.18% | 1.31% | Q2 2013 | Q2 2017 | 17 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.07% | 1.23% | 1.86% | Q1 2019 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 2.01% | 3.01% | 4.52% | Q1 2019 | Q1 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 17 |
Reliant Wealth Planning | 16 | 16 | 17.24% | 27.63% | 34.41% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 2.10% | 2.93% | 3.71% | Q4 2019 | Q3 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.14% | 0.31% | 0.77% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.14% | 0.27% | 0.45% | Q4 2019 | Q3 2023 | 16 |
CENTRAL TRUST Co | 16 | 16 | 0.00% | 0.19% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Veritable, L.P. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2023 | 16 |
Blue Fin Capital, Inc. | 16 | 16 | 0.11% | 0.29% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 2 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q3 2020 | 16 |
MACQUARIE GROUP LTD | 16 | 16 | 0.05% | 0.12% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 3.65% | 4.81% | 6.46% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2019 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.17% | 0.77% | 1.27% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 3.66% | 4.66% | 5.45% | Q4 2019 | Q3 2023 | 16 |
Hamilton Capital, LLC | 16 | 16 | 0.09% | 0.20% | 0.51% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.01% | 0.18% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.09% | 0.86% | 1.32% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.19% | 0.57% | 0.89% | Q4 2019 | Q3 2023 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 2 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 2.48% | 3.11% | 4.09% | Q4 2019 | Q3 2023 | 16 |
Bernardo Wealth Planning LLC | 16 | 16 | 0.14% | 0.76% | 1.18% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
WJ Wealth Management, LLC | 16 | 16 | 0.43% | 1.59% | 3.58% | Q4 2019 | Q3 2023 | 16 |
Barber Financial Group, Inc. | 12 | 1 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q1 2023 | 16 |
Ferris Capital, LLC | 10 | 1 | 0.07% | 0.54% | 0.99% | Q2 2017 | Q1 2022 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.14% | 0.24% | 1.02% | Q4 2019 | Q3 2023 | 16 |
AF Advisors, Inc. | 16 | 16 | 0.10% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.10% | 0.65% | 6.45% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.44% | 0.59% | 0.92% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.16% | 0.34% | 0.56% | Q4 2019 | Q3 2023 | 16 |
FENIMORE ASSET MANAGEMENT INC | 14 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.06% | 0.68% | 2.52% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.05% | 0.09% | 0.14% | Q2 2010 | Q3 2023 | 16 |
PFG Advisors | 11 | 5 | 0.06% | 0.16% | 0.28% | Q2 2019 | Q3 2023 | 16 |
JONES FINANCIAL COMPANIES LLLP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 1.16% | 1.44% | 2.42% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.05% | 0.08% | 0.30% | Q3 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2022 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 5.67% | 7.28% | 8.12% | Q4 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 13 | 3 | 0.04% | 0.34% | 2.34% | Q2 2019 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.00% | 0.86% | 1.42% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.20% | 0.47% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.02% | 0.18% | 2.34% | Q3 2019 | Q3 2023 | 16 |
55I, LLC | 16 | 16 | 0.04% | 0.55% | 1.90% | Q4 2018 | Q3 2022 | 16 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 4.15% | 6.30% | 7.76% | Q4 2019 | Q3 2023 | 16 |
New Capital Management LP | 7 | 1 | 0.00% | 1.67% | 3.32% | Q4 2016 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.85% | 1.15% | 1.84% | Q4 2019 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 16 |
Pension Partners, LLC | 16 | 16 | 0.00% | 1.30% | 3.09% | Q4 2014 | Q3 2018 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.13% | 0.38% | Q3 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Trexquant Investment LP | 11 | 5 | 0.01% | 0.05% | 0.21% | Q3 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.52% | 0.66% | 0.82% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.17% | 0.24% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.17% | 0.36% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.40% | 0.70% | 1.96% | Q4 2019 | Q3 2023 | 16 |
Guidance Point Advisors, LLC | 15 | 1 | 0.55% | 0.58% | 0.64% | Q4 2018 | Q3 2023 | 16 |
Rossmore Private Capital | 15 | 1 | 0.00% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 16 |
St. Johns Investment Management Company, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.55% | 2.05% | 3.58% | Q4 2019 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Kerntke Otto McGlone Wealth Management Group | 16 | 16 | 2.06% | 5.67% | 13.80% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.48% | 0.62% | 0.84% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.23% | 2.51% | 4.63% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.24% | 0.30% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 15 | 15 | 0.25% | 0.34% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 15 |
Continuum Advisory, LLC | 8 | 1 | 0.04% | 0.19% | 0.43% | Q1 2017 | Q3 2023 | 15 |
M&T BANK CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.11% | 0.40% | 0.97% | Q1 2016 | Q3 2019 | 15 |
SENTINEL TRUST CO LBA | 15 | 15 | 26.83% | 33.14% | 43.07% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.12% | 1.08% | 2.70% | Q4 2017 | Q2 2021 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2023 | 15 |
Emerson Wealth, LLC | 15 | 15 | 0.78% | 0.91% | 1.22% | Q4 2018 | Q2 2022 | 15 |
Avalon Advisory Group | 15 | 15 | 1.25% | 2.11% | 3.24% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.13% | 0.18% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Claar Advisors LLC | 15 | 15 | 0.82% | 5.27% | 16.30% | Q1 2020 | Q3 2023 | 15 |
Aft, Forsyth & Sober, LLC | 13 | 2 | 1.52% | 4.78% | 6.19% | Q4 2019 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.00% | 0.04% | 0.17% | Q2 2020 | Q4 2023 | 15 |
Blueprint Investment Partners LLC | 15 | 15 | 0.04% | 1.36% | 4.29% | Q1 2020 | Q3 2023 | 15 |
Alaska Permanent Capital Management | 12 | 1 | 1.15% | 1.82% | 2.12% | Q2 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.49% | 2.46% | Q4 2019 | Q3 2023 | 15 |
Plancorp, LLC | 15 | 15 | 0.53% | 1.05% | 1.77% | Q1 2020 | Q3 2023 | 15 |
LexAurum Advisors, LLC | 15 | 15 | 0.22% | 0.28% | 0.38% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Bogart Wealth, LLC | 11 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 15 |
Northwest Capital Management Inc | 15 | 15 | 0.78% | 1.24% | 4.03% | Q1 2020 | Q3 2023 | 15 |
Texas Yale Capital Corp. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 15 |
DOLIVER ADVISORS, LP | 8 | 7 | 0.58% | 1.79% | 5.66% | Q3 2019 | Q4 2023 | 15 |
Csenge Advisory Group | 14 | 1 | 0.02% | 0.06% | 0.31% | Q3 2018 | Q3 2023 | 15 |
Madden Advisory Services, Inc. | 15 | 15 | 0.39% | 0.82% | 5.34% | Q1 2020 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.09% | 0.17% | 0.51% | Q1 2020 | Q3 2023 | 15 |
GenWealth Group, Inc. | 15 | 15 | 0.08% | 0.19% | 0.33% | Q2 2017 | Q4 2020 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 7.42% | 8.20% | 8.76% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q4 2016 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.35% | 1.34% | Q1 2018 | Q3 2021 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.06% | Q1 2016 | Q1 2023 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2023 | 15 |
Leonard Rickey Investment Advisors P.L.L.C. | 15 | 15 | 0.10% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Carlson Capital Management | 15 | 15 | 0.06% | 0.13% | 0.28% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.26% | 0.49% | 1.83% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 13 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Larson Financial Group LLC | 13 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Waverly Advisors, LLC | 15 | 15 | 0.07% | 0.15% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.89% | 1.79% | 2.41% | Q4 2019 | Q2 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.02% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.46% | 1.10% | Q2 2016 | Q4 2019 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 15 | 0.00% | 0.05% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Consolidated Planning Corp | 15 | 15 | 0.62% | 1.66% | 2.74% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Baker Avenue Asset Management, LP | 6 | 4 | 0.00% | 0.06% | 0.21% | Q2 2015 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.50% | 1.09% | 1.66% | Q4 2017 | Q2 2021 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.05% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
NATIONAL PLANNING CORP | 11 | 3 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2017 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.02% | 0.09% | 0.14% | Q4 2016 | Q1 2020 | 14 |
HOWE & RUSLING INC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 14 |
Aurora Private Wealth, Inc. | 14 | 14 | 0.08% | 0.13% | 0.25% | Q4 2019 | Q1 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Adams Wealth Management | 14 | 14 | 0.79% | 1.53% | 2.59% | Q2 2020 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
First Ascent Asset Management, LLC | 14 | 14 | 0.36% | 0.96% | 2.17% | Q2 2020 | Q3 2023 | 14 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7 | 3 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 13 | 1 | 0.01% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.14% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 5 | 0.12% | 0.59% | 1.98% | Q4 2019 | Q2 2023 | 14 |
True North Advisors, LLC | 14 | 14 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
TELEMUS CAPITAL, LLC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ASPIRIANT, LLC | 14 | 14 | 0.06% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Concert Wealth Management Inc. | 8 | 3 | 0.03% | 0.10% | 0.45% | Q2 2013 | Q1 2017 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 5.14% | 6.86% | 8.94% | Q3 2020 | Q4 2023 | 14 |
Stadion Money Management, LLC | 14 | 14 | 0.06% | 0.10% | 0.20% | Q3 2016 | Q4 2019 | 14 |
BADGLEY PHELPS & BELL INC | 14 | 14 | 0.45% | 0.83% | 0.94% | Q3 2016 | Q4 2019 | 14 |
Princeton Global Asset Management LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 14 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 3 | 0.10% | 0.20% | 0.28% | Q2 2019 | Q3 2023 | 14 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 13 | 1 | 0.11% | 0.68% | 1.78% | Q2 2015 | Q4 2020 | 14 |
CALTON & ASSOCIATES, INC. | 14 | 14 | 0.17% | 2.25% | 6.35% | Q1 2020 | Q2 2023 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.43% | 1.65% | 2.25% | Q4 2019 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 12 | 1 | 0.00% | 0.12% | 1.66% | Q4 2015 | Q4 2019 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
RESTON WEALTH MANAGEMENT LLC | 7 | 3 | 0.11% | 0.23% | 0.57% | Q4 2018 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Klingman & Associates, LLC | 13 | 1 | 0.03% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 14 |
Professional Financial Advisors, LLC | 14 | 14 | 0.15% | 1.75% | 11.29% | Q2 2020 | Q3 2023 | 14 |
Friedenthal Financial | 14 | 14 | 1.38% | 6.65% | 9.04% | Q2 2020 | Q3 2023 | 14 |
Osborn Williams & Donohoe LLC | 10 | 4 | 0.05% | 0.27% | 0.44% | Q4 2014 | Q4 2019 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 1.45% | 2.49% | 3.05% | Q1 2017 | Q2 2020 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q2 2019 | 14 |
Intelligence Driven Advisers, LLC | 14 | 14 | 0.09% | 0.13% | 0.21% | Q4 2019 | Q1 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Willow Creek Wealth Management Inc. | 14 | 14 | 0.10% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 14 | 0.00% | 0.05% | 0.26% | Q4 2016 | Q1 2020 | 14 |
Garrett Wealth Advisory Group, LLC | 14 | 14 | 0.11% | 0.25% | 0.39% | Q4 2018 | Q1 2022 | 14 |
Soundwatch Capital LLC | 14 | 14 | 0.08% | 0.25% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Apexium Financial, LP | 14 | 14 | 0.07% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.02% | 0.60% | 1.28% | Q2 2020 | Q3 2023 | 14 |
Apella Capital, LLC | 11 | 3 | 0.06% | 0.16% | 0.45% | Q2 2020 | Q4 2023 | 14 |
Cascade Investment Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
Summit Financial Wealth Advisors, LLC | 13 | 1 | 0.05% | 0.25% | 0.89% | Q2 2019 | Q1 2023 | 14 |
Patriot Wealth Management, Inc. | 14 | 14 | 0.08% | 0.40% | 1.44% | Q3 2015 | Q4 2018 | 14 |
ELM ADVISORS, LLC | 14 | 14 | 0.36% | 0.47% | 1.05% | Q4 2018 | Q1 2022 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.04% | 0.64% | 1.01% | Q2 2020 | Q3 2023 | 14 |
GM Advisory Group, LLC | 13 | 13 | 0.06% | 0.45% | 0.77% | Q3 2020 | Q3 2023 | 13 |
Samalin Investment Counsel, LLC | 13 | 13 | 0.19% | 0.86% | 1.30% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q4 2023 | 13 |
Your Advocates Ltd., LLP | 13 | 13 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 1.09% | 5.56% | Q2 2017 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.20% | 0.24% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Van Hulzen Asset Management, LLC | 13 | 13 | 0.04% | 0.16% | 0.23% | Q3 2017 | Q3 2020 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q1 2022 | 13 |
Freestone Capital Holdings, LLC | 13 | 13 | 0.00% | 0.23% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.23% | 1.79% | 3.16% | Q1 2016 | Q1 2019 | 13 |
PIONEER TRUST BANK N A/OR | 12 | 1 | 0.10% | 0.56% | 0.76% | Q3 2019 | Q3 2023 | 13 |
Capital Investment Counsel, Inc | 11 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 9 | 1 | 0.00% | 0.72% | 7.07% | Q4 2019 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.03% | 1.08% | 1.78% | Q2 2017 | Q2 2020 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 13 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Frisch Financial Group, Inc. | 10 | 3 | 0.08% | 0.10% | 0.15% | Q2 2019 | Q1 2023 | 13 |
GARRISON POINT ADVISORS, LLC | 13 | 13 | 0.19% | 0.21% | 0.24% | Q3 2020 | Q3 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.08% | 0.23% | 0.41% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.25% | 0.35% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.02% | 0.23% | Q2 2017 | Q3 2023 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 8 | 1 | 0.00% | 1.69% | 4.91% | Q2 2018 | Q2 2022 | 13 |
SFMG, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 13 | 13 | 0.05% | 0.29% | 0.63% | Q2 2017 | Q2 2020 | 13 |
Portfolio Solutions, LLC | 8 | 5 | 0.00% | 0.18% | 1.40% | Q1 2017 | Q3 2022 | 13 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 13 |
KLINGENSTEIN FIELDS & CO LP | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.04% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Stokes & Hubbell Capital Management, LLC | 13 | 13 | 1.04% | 2.71% | 3.93% | Q1 2016 | Q1 2019 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Opes Wealth Management LLC | 5 | 4 | 0.07% | 0.14% | 0.41% | Q1 2019 | Q3 2023 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.66% | 1.82% | 2.70% | Q3 2017 | Q3 2020 | 13 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.08% | 0.22% | 0.53% | Q3 2016 | Q3 2019 | 13 |
Fragasso Group Inc. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2023 | 13 |
Almanack Investment Partners, LLC. | 13 | 13 | 0.12% | 0.20% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Pegasus Partners Ltd. | 13 | 13 | 0.09% | 9.80% | 16.36% | Q3 2020 | Q3 2023 | 13 |
Venturi Wealth Management, LLC | 6 | 3 | 0.00% | 0.15% | 0.45% | Q1 2016 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.24% | 0.28% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Founders Capital Management | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.53% | 0.66% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.02% | 0.24% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.05% | 0.25% | Q3 2018 | Q3 2023 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.06% | 0.35% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 1.50% | 3.27% | 5.59% | Q4 2020 | Q3 2023 | 12 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 12 | 12 | 0.17% | 0.20% | 0.22% | Q1 2020 | Q4 2022 | 12 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Hayden Royal, LLC | 11 | 1 | 0.46% | 1.36% | 3.38% | Q4 2018 | Q4 2021 | 12 |
SATOVSKY ASSET MANAGEMENT LLC | 12 | 12 | 0.87% | 1.86% | 3.10% | Q4 2020 | Q3 2023 | 12 |
Lincoln Capital LLC | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 3.76% | 4.97% | 8.81% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.35% | 0.53% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.78% | 0.99% | 1.44% | Q4 2020 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 11.40% | 12.50% | 13.43% | Q4 2016 | Q3 2019 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 2.92% | 3.84% | 4.74% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 10 | 2 | 0.03% | 0.10% | 0.34% | Q4 2019 | Q1 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.08% | 1.95% | 3.77% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 8 | 2 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q1 2020 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 12.87% | 18.90% | 21.37% | Q4 2020 | Q3 2023 | 12 |
Stewardship Financial Advisors, LLC | 11 | 1 | 0.00% | 0.26% | 3.02% | Q4 2015 | Q1 2021 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q1 2021 | 12 |
Abundance Wealth Counselors | 11 | 1 | 0.11% | 0.16% | 0.37% | Q4 2018 | Q4 2022 | 12 |
Hemington Wealth Management | 12 | 12 | 0.74% | 0.90% | 1.12% | Q4 2020 | Q3 2023 | 12 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 12 |
Douglass Winthrop Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.43% | 0.54% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Kalos Management, Inc. | 10 | 1 | 0.09% | 0.62% | 1.43% | Q4 2019 | Q2 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.81% | 1.86% | 3.47% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 12 | 12 | 0.10% | 0.32% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 1.21% | 1.65% | 2.05% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.29% | 0.31% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 3 | 0.01% | 0.64% | 1.61% | Q2 2016 | Q4 2020 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.66% | 0.69% | 0.73% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 10 | 2 | 0.15% | 1.89% | 4.36% | Q1 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 1 | 0.00% | 0.02% | 0.25% | Q3 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.11% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
RATIONAL ADVISORS LLC | 12 | 12 | 0.08% | 0.86% | 2.11% | Q1 2019 | Q4 2021 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Darwin Wealth Management, LLC | 12 | 12 | 0.06% | 0.27% | 0.50% | Q4 2017 | Q3 2020 | 12 |
Ellsworth Advisors, LLC | 12 | 12 | 0.09% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Shamrock Asset Management LLC | 9 | 3 | 0.39% | 8.75% | 16.52% | Q3 2016 | Q3 2019 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.06% | 0.46% | 1.33% | Q1 2019 | Q1 2022 | 12 |
Capital Planning LLC | 12 | 12 | 0.45% | 0.91% | 1.28% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.53% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.35% | 0.39% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 11.89% | 15.01% | 17.22% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.31% | 0.36% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.07% | 0.36% | 1.87% | Q4 2018 | Q3 2021 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Plante Moran Financial Advisors, LLC | 10 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.22% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 2.04% | 2.30% | 3.03% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 1.74% | 2.40% | 3.11% | Q4 2020 | Q3 2023 | 12 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.01% | 0.66% | 7.00% | Q3 2018 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.47% | 0.68% | 0.88% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Berman Capital Advisors, LLC | 7 | 4 | 0.00% | 3.96% | 6.02% | Q4 2018 | Q3 2021 | 11 |
Castle Rock Wealth Management, LLC | 7 | 1 | 0.07% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 11 |
NVWM, LLC | 8 | 3 | 0.00% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 2.34% | 3.25% | 3.63% | Q4 2020 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.15% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Rock Creek Group, LP | 11 | 11 | 11.49% | 19.59% | 26.67% | Q1 2021 | Q3 2023 | 11 |
AXA S.A. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2019 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Arlington Partners LLC | 6 | 5 | 0.03% | 0.77% | 2.15% | Q1 2019 | Q4 2022 | 11 |
Planned Solutions, Inc. | 7 | 4 | 8.41% | 9.17% | 10.62% | Q3 2020 | Q2 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 2.04% | 2.34% | 2.79% | Q1 2021 | Q3 2023 | 11 |
Fernwood Investment Management, LLC | 10 | 1 | 0.09% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 11 |
ARS Wealth Advisors, LLC | 11 | 11 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q2 2021 | 11 |
NovaPoint Capital, LLC | 5 | 3 | 0.08% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 11 |
SIGMA INVESTMENT COUNSELORS INC | 11 | 11 | 0.02% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Legacy Financial Group LLC | 7 | 4 | 0.52% | 0.80% | 1.75% | Q4 2020 | Q3 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Empirical Finance, LLC | 8 | 3 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 4 | 1 | 0.02% | 0.15% | 0.84% | Q4 2018 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 10 | 1 | 0.04% | 0.97% | 10.02% | Q4 2018 | Q3 2021 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.16% | 0.23% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 1.30% | 2.32% | 3.79% | Q1 2021 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 2.44% | 3.33% | 3.82% | Q1 2021 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.10% | 0.28% | 0.43% | Q1 2021 | Q3 2023 | 11 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 11 | 11 | 0.12% | 0.17% | 0.34% | Q1 2021 | Q3 2023 | 11 |
BCS Wealth Management | 10 | 1 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.49% | 0.82% | Q4 2017 | Q2 2020 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.96% | 1.22% | 1.66% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.06% | 0.27% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Colonial Trust Advisors | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.02% | 0.75% | 2.74% | Q1 2019 | Q3 2021 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 11 | 11 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.01% | 0.13% | 0.43% | Q1 2020 | Q3 2022 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
IFC Holdings Incorporated/FL | 9 | 1 | 0.03% | 0.06% | 0.21% | Q4 2014 | Q4 2017 | 11 |
VIEWPOINT INVESTMENT PARTNERS CORP | 6 | 5 | 0.63% | 22.92% | 66.17% | Q4 2018 | Q3 2021 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.10% | 0.12% | 0.14% | Q3 2018 | Q1 2021 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.74% | 1.11% | 2.03% | Q1 2021 | Q3 2023 | 11 |
OPUS INVESTMENT MANAGEMENT INC | 11 | 11 | 0.10% | 3.99% | 14.14% | Q1 2021 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.10% | 0.18% | 0.29% | Q1 2021 | Q3 2023 | 11 |
McGuire Investment Group, LLC | 9 | 2 | 0.04% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 11 |
Bellwether Advisors, LLC | 11 | 11 | 0.05% | 0.16% | 0.40% | Q4 2020 | Q2 2023 | 11 |
Regency Capital Management Inc.\DE | 11 | 11 | 0.09% | 0.69% | 1.25% | Q1 2021 | Q3 2023 | 11 |
GHP Investment Advisors, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Stone House Investment Management, LLC | 11 | 11 | 0.18% | 1.13% | 3.07% | Q1 2019 | Q3 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Schiavi & Co LLC | 11 | 11 | 0.17% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 6.17% | 7.27% | 8.25% | Q4 2019 | Q2 2022 | 11 |
SEGALL BRYANT & HAMILL, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 11 |
EQ LLC | 11 | 11 | 0.22% | 0.26% | 0.33% | Q4 2020 | Q2 2023 | 11 |
SYM FINANCIAL Corp | 9 | 2 | 0.02% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 11 |
Ackerman Capital Advisors, LLC | 6 | 5 | 0.62% | 4.41% | 17.87% | Q4 2018 | Q4 2022 | 11 |
ADVISOR PARTNERS LLC | 11 | 11 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q2 2022 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2021 | 10 |
Miracle Mile Advisors, LLC | 9 | 1 | 0.02% | 0.24% | 1.00% | Q4 2019 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.06% | 0.11% | Q2 2018 | Q1 2022 | 10 |
Keeley-Teton Advisors, LLC | 10 | 10 | 0.16% | 0.28% | 0.43% | Q1 2017 | Q2 2019 | 10 |
Rodgers & Associates, LTD | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2021 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Rosenberg Matthew Hamilton | 10 | 10 | 0.02% | 0.32% | 0.64% | Q2 2021 | Q3 2023 | 10 |
1900 WEALTH MANAGEMENT LLC | 10 | 10 | 0.15% | 2.06% | 3.43% | Q2 2021 | Q3 2023 | 10 |
GoalVest Advisory LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.54% | 0.59% | 0.65% | Q1 2021 | Q3 2023 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 0.56% | 0.73% | 0.89% | Q2 2021 | Q3 2023 | 10 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q1 2023 | 10 |
WEST BANCORPORATION INC | 8 | 2 | 0.02% | 0.20% | 0.31% | Q2 2020 | Q3 2023 | 10 |
Insight Wealth Strategies, LLC | 10 | 10 | 0.08% | 0.15% | 0.21% | Q2 2019 | Q3 2021 | 10 |
Kore Private Wealth LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2022 | 10 |
Legacy Wealth Planning, LLC | 10 | 10 | 0.26% | 0.68% | 2.47% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q2 2022 | 10 |
Personal Wealth Partners | 10 | 10 | 0.09% | 0.32% | 0.38% | Q1 2019 | Q2 2021 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.86% | 1.43% | 1.80% | Q1 2021 | Q3 2023 | 10 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 10 | 10 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 10 |
Horizon Investment Services, LLC | 7 | 3 | 0.10% | 0.13% | 0.19% | Q4 2015 | Q3 2018 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.10% | 0.15% | 0.23% | Q2 2018 | Q3 2020 | 10 |
GeoWealth Management, LLC | 6 | 1 | 0.02% | 1.88% | 6.01% | Q2 2019 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.08% | 0.20% | 0.43% | Q3 2020 | Q4 2022 | 10 |
Snider Financial Group | 10 | 10 | 0.88% | 2.77% | 4.83% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ledyard National Bank | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2021 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Robbins Farley | 6 | 4 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.09% | 0.26% | 0.37% | Q4 2019 | Q1 2022 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 10 |
WADE G W & INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CORRADO ADVISORS, LLC | 9 | 9 | 0.14% | 0.46% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Alliance Wealth Management Group | 9 | 9 | 0.19% | 0.34% | 0.54% | Q2 2021 | Q2 2023 | 9 |
Independent Advisor Alliance | 8 | 1 | 0.08% | 0.35% | 1.52% | Q4 2019 | Q3 2023 | 9 |
Leelyn Smith, LLC | 7 | 2 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q4 2022 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 9 | 9 | 0.45% | 0.64% | 0.80% | Q3 2021 | Q3 2023 | 9 |
Salomon & Ludwin, LLC | 7 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Falcon Wealth Planning | 9 | 9 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Aft, Forsyth & Sober, LLC | 9 | 9 | 0.26% | 0.64% | 1.63% | Q4 2014 | Q4 2016 | 9 |
Teamwork Financial Advisors, LLC | 9 | 9 | 0.07% | 0.19% | 0.29% | Q2 2020 | Q2 2022 | 9 |
Newman & Schimel, LLC | 9 | 9 | 8.00% | 10.01% | 12.18% | Q4 2020 | Q4 2022 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 13.21% | 14.62% | 15.69% | Q4 2017 | Q4 2019 | 9 |
NTV ASSET MANAGEMENT LLC | 9 | 9 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Norinchukin Bank, The | 9 | 9 | 1.77% | 2.02% | 2.26% | Q1 2020 | Q1 2022 | 9 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.18% | 1.80% | 2.72% | Q4 2020 | Q4 2022 | 9 |
Fisher Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
Range Financial Group LLC | 9 | 9 | 0.24% | 0.26% | 0.28% | Q1 2021 | Q1 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Avalon Investment & Advisory | 5 | 4 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2023 | 9 |
Bay Harbor Wealth Management, LLC | 8 | 1 | 0.04% | 1.12% | 1.77% | Q4 2018 | Q4 2021 | 9 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2018 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.05% | 0.22% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q4 2020 | 9 |
Measured Wealth Private Client Group, LLC | 9 | 9 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q4 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q2 2020 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.08% | 0.63% | 1.57% | Q4 2020 | Q4 2022 | 9 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 9 |
RDA Financial Network | 8 | 1 | 0.09% | 0.12% | 0.14% | Q3 2019 | Q4 2021 | 9 |
WASHINGTON TRUST BANK | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 9 |
Five Oceans Advisors | 9 | 9 | 0.27% | 0.48% | 0.78% | Q3 2021 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 2.30% | 2.61% | 4.30% | Q4 2021 | Q4 2023 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Essex Private Wealth Management, LLC | 9 | 9 | 0.47% | 0.53% | 0.56% | Q4 2019 | Q4 2021 | 9 |
JB Capital LLC | 9 | 9 | 0.03% | 0.11% | 0.57% | Q3 2021 | Q3 2023 | 9 |
Jackson Wealth Management, LLC | 3 | 3 | 0.08% | 0.60% | 2.00% | Q3 2017 | Q4 2021 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BNC WEALTH MANAGEMENT, LLC | 8 | 1 | 0.10% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 1 | 0.01% | 0.12% | 0.15% | Q3 2018 | Q4 2020 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Peterson Wealth Advisors, LLC | 9 | 9 | 0.13% | 0.29% | 0.62% | Q4 2017 | Q4 2019 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q4 2018 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 8.82% | 10.26% | 12.11% | Q4 2021 | Q4 2023 | 9 |
Chevy Chase Trust Holdings, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 9 |
Parker Investment Management, LLC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Maple Capital Management, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ROPES WEALTH ADVISORS LLC | 5 | 4 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q4 2020 | 9 |
PRIVATE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.08% | 0.76% | 1.58% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Advisor OS, LLC | 5 | 3 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.43% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Atlantic Union Bankshares Corp | 8 | 8 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q4 2022 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 6.98% | 12.78% | 15.05% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
DOHJ, LLC | 8 | 8 | 0.11% | 2.85% | 6.76% | Q4 2021 | Q3 2023 | 8 |
Diversified Portfolios, Inc. | 8 | 8 | 0.09% | 0.27% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.14% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Omnia Family Wealth, LLC | 7 | 1 | 0.03% | 0.20% | 0.38% | Q4 2017 | Q4 2019 | 8 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.04% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 8 | 8 | 0.05% | 0.90% | 2.04% | Q1 2019 | Q4 2020 | 8 |
Wedmont Private Capital | 8 | 8 | 0.25% | 0.33% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.06% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Accurate Wealth Management, LLC | 5 | 1 | 0.02% | 1.33% | 3.24% | Q2 2021 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 22.92% | 27.73% | 30.58% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.26% | 0.27% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Evanson Asset Management, LLC | 6 | 1 | 0.03% | 0.05% | 0.12% | Q2 2016 | Q3 2023 | 8 |
SELDON CAPITAL LP | 8 | 8 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.27% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 8 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.60% | 0.81% | 1.24% | Q4 2021 | Q3 2023 | 8 |
World Asset Management Inc | 4 | 1 | 0.02% | 0.11% | 0.30% | Q2 2017 | Q3 2019 | 8 |
Campbell Wealth Management | 7 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 8 |
OmniStar Financial Group, Inc. | 5 | 1 | 0.16% | 0.55% | 0.92% | Q4 2017 | Q4 2020 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 5.28% | 7.34% | 9.30% | Q4 2021 | Q3 2023 | 8 |
REGENTATLANTIC CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BSW Wealth Partners | 5 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.17% | 0.29% | 0.32% | Q1 2022 | Q4 2023 | 8 |
Goelzer Investment Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 6 | 2 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 2.63% | 3.18% | 3.76% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.23% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.91% | 1.11% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.40% | 12.23% | 22.90% | Q4 2021 | Q3 2023 | 8 |
DAVENPORT & Co LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.26% | 0.32% | 0.37% | Q3 2018 | Q2 2020 | 8 |
Wealth Quarterback LLC | 4 | 1 | 0.18% | 0.44% | 1.75% | Q1 1987 | Q1 2023 | 8 |
Somerset Trust Co | 8 | 8 | 0.33% | 0.37% | 0.43% | Q1 2022 | Q4 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 1.80% | 1.93% | 2.19% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.16% | 0.18% | 0.21% | Q4 2020 | Q3 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.60% | 0.77% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.52% | 0.62% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.32% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 8 |
DERBY & COMPANY, INC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2021 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.06% | 0.17% | 0.37% | Q1 2020 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.43% | 0.46% | 0.51% | Q4 2018 | Q3 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 1.16% | 1.30% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Townsend & Associates, Inc | 7 | 1 | 0.24% | 1.23% | 1.70% | Q4 2017 | Q2 2020 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 4.01% | 4.85% | 5.70% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.19% | 0.25% | 0.33% | Q1 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.17% | 0.22% | 0.26% | Q4 2020 | Q2 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 1.94% | 3.72% | 10.40% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Johnson Financial Group, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 2.74% | 3.25% | 3.71% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Strategic Investment Advisors / MI | 8 | 8 | 1.31% | 2.06% | 2.52% | Q4 2018 | Q3 2020 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.70% | 0.76% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Halpern Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 1.18% | 2.30% | 3.77% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Abacus Wealth Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
VIVID FINANCIAL MANAGEMENT, INC. | 8 | 8 | 1.50% | 1.95% | 3.73% | Q1 2020 | Q4 2021 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.77% | 0.95% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CISCO SYSTEMS, INC. | 8 | 8 | 81.24% | 88.29% | 98.59% | Q4 2021 | Q3 2023 | 8 |
MITCHELL SINKLER & STARR/PA | 6 | 2 | 0.06% | 0.14% | 0.21% | Q4 2020 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 1.51% | 3.12% | 5.00% | Q4 2021 | Q3 2023 | 8 |
LIBRA WEALTH LLC | 8 | 8 | 0.09% | 1.90% | 2.41% | Q4 2021 | Q3 2023 | 8 |
OIKOS HOLDINGS LLC | 8 | 8 | 4.63% | 10.76% | 16.02% | Q4 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2021 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.73% | 0.94% | 1.54% | Q4 2021 | Q3 2023 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 4 | 0.26% | 0.55% | 1.28% | Q1 2019 | Q3 2022 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Summer Investments, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 8 |
Advisors Capital Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 3.80% | 7.95% | 14.63% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.14% | 0.76% | 0.94% | Q1 2017 | Q4 2018 | 8 |
BOSTON FAMILY OFFICE LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 24.83% | 29.18% | 31.95% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.06% | 4.50% | 6.09% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.46% | 0.88% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Jackson, Grant Investment Advisers, Inc. | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.37% | 0.82% | 1.04% | Q4 2019 | Q3 2021 | 8 |
Huntington Steele LLC | 8 | 8 | 0.11% | 0.29% | 0.44% | Q2 2016 | Q1 2018 | 8 |
3EDGE Asset Management, LP | 6 | 2 | 0.21% | 1.50% | 3.03% | Q4 2016 | Q4 2018 | 8 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.14% | 0.98% | 2.45% | Q4 2019 | Q4 2022 | 7 |
Verus Financial Partners, Inc. | 7 | 7 | 0.32% | 0.33% | 0.36% | Q1 2022 | Q3 2023 | 7 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 7 | 7 | 5.81% | 8.95% | 9.96% | Q2 2022 | Q4 2023 | 7 |
Arete Wealth Advisors, LLC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 4.44% | 6.12% | 8.09% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.03% | 0.34% | 1.72% | Q4 2019 | Q2 2021 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Cadent Capital Advisors, LLC | 7 | 7 | 0.19% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Telos Capital Management, Inc. | 3 | 1 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q4 2021 | 7 |
PLANNING ALTERNATIVES LTD /ADV | 6 | 1 | 0.04% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 7 |
SII INVESTMENTS INC/WI | 6 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
New England Private Wealth Advisors LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.42% | 0.51% | 0.64% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Maxim Capital Management LLC | 7 | 7 | 0.76% | 1.07% | 1.45% | Q4 2018 | Q2 2020 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.27% | 0.35% | 0.42% | Q1 2022 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2015 | Q3 2016 | 7 |
Invst, LLC | 4 | 1 | 0.03% | 0.44% | 1.10% | Q2 2019 | Q3 2021 | 7 |
N.E.W. Advisory Services LLC | 6 | 1 | 0.07% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 7 |
BANK HAPOALIM BM | 7 | 7 | 0.65% | 1.27% | 1.83% | Q1 2021 | Q3 2022 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Allie Family Office LLC | 7 | 7 | 1.27% | 1.81% | 2.38% | Q1 2022 | Q3 2023 | 7 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 2 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 1.04% | 7.44% | 16.48% | Q1 2022 | Q3 2023 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.00% | 0.27% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 1.18% | 1.36% | 1.51% | Q4 2021 | Q3 2023 | 7 |
Alaska Permanent Fund Corp | 7 | 7 | 0.06% | 0.18% | 0.22% | Q1 2020 | Q3 2021 | 7 |
Tidal Investments LLC | 4 | 1 | 0.01% | 1.27% | 8.80% | Q1 2020 | Q3 2023 | 7 |
ATWOOD & PALMER INC | 5 | 2 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.12% | 0.58% | 1.24% | Q1 2022 | Q3 2023 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.09% | 0.17% | 0.31% | Q2 2015 | Q4 2016 | 7 |
Keel Point, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Operose Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 7 |
PFM Asset Management LLC | 7 | 7 | 0.12% | 1.97% | 5.35% | Q1 2020 | Q3 2021 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.06% | 0.23% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Bank Pictet & Cie (Europe) AG | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.01% | 1.42% | 1.93% | Q4 2021 | Q3 2023 | 7 |
MBA Advisors LLC | 4 | 3 | 0.28% | 2.07% | 4.97% | Q2 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.20% | 0.24% | 0.39% | Q1 2022 | Q3 2023 | 7 |
AI Financial Services LLC | 4 | 3 | 3.72% | 4.89% | 6.37% | Q4 2017 | Q3 2019 | 7 |
F3Logic, LLC | 7 | 7 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Element Wealth, LLC | 7 | 7 | 0.35% | 0.99% | 1.69% | Q1 2022 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HoyleCohen, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
VeraBank, N.A. | 7 | 7 | 0.21% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.09% | 0.29% | Q4 2018 | Q2 2020 | 7 |
Lenox Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q1 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 1.32% | 1.64% | 1.80% | Q4 2020 | Q1 2022 | 6 |
INVESTMENT PARTNERS, LTD. | 5 | 1 | 0.19% | 1.44% | 2.13% | Q4 2018 | Q3 2022 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.10% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Wealthquest Corp | 5 | 1 | 0.08% | 0.24% | 0.40% | Q2 2019 | Q2 2021 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Paragon Wealth Strategies, LLC | 5 | 1 | 0.04% | 1.75% | 2.91% | Q4 2018 | Q2 2021 | 6 |
CAPITAL WEALTH MANAGEMENT, LLC | 6 | 6 | 0.42% | 0.45% | 0.47% | Q4 2020 | Q1 2022 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Pettinga Financial Advisors LLC | 4 | 2 | 0.06% | 0.37% | 0.64% | Q1 2019 | Q3 2023 | 6 |
Stearns Financial Services Group | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2020 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.25% | 0.30% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 1.03% | 1.48% | 1.92% | Q2 2018 | Q3 2019 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.18% | 0.23% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Sabal Trust CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Pasadena Private Wealth, LLC | 6 | 6 | 0.19% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 0.12% | 0.23% | 0.34% | Q4 2016 | Q3 2018 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.14% | 0.20% | 0.36% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.13% | 0.16% | 0.21% | Q2 2013 | Q3 2014 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 1.14% | 1.24% | 1.32% | Q4 2020 | Q2 2022 | 6 |
Bridgeworth, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.23% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
SCS Capital Management LLC | 6 | 6 | 0.11% | 0.38% | 1.57% | Q2 2022 | Q3 2023 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.17% | 0.34% | 0.54% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.18% | 0.46% | 0.62% | Q4 2020 | Q2 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 6 | 0.66% | 0.71% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Gibson Capital, LLC | 6 | 6 | 0.14% | 0.18% | 0.26% | Q2 2022 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.20% | 1.23% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Old North State Trust, LLC | 4 | 2 | 0.13% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 4 | 2 | 0.11% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 6 |
FURE FINANCIAL CORP | 6 | 6 | 6.20% | 7.53% | 8.59% | Q4 2020 | Q1 2022 | 6 |
Charles Schwab Investment Advisory, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Provident Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Paracle Advisors, LLC | 5 | 1 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q1 2021 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 4 | 2 | 0.01% | 0.41% | 0.74% | Q4 2021 | Q2 2023 | 6 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 0.16% | 0.70% | Q3 2018 | Q3 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 6 |
BHF RG Capital Inc. | 6 | 6 | 4.37% | 7.10% | 10.20% | Q2 2020 | Q3 2021 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 2.83% | 2.96% | 3.07% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.09% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Broadview Financial Management, LLC | 5 | 1 | 0.16% | 0.32% | 0.41% | Q4 2017 | Q2 2021 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q2 2020 | 6 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.51% | 1.80% | Q2 2016 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NorthRock Partners, LLC | 6 | 6 | 0.02% | 0.31% | 1.25% | Q3 2019 | Q4 2020 | 6 |
Madison Wealth Partners, Inc | 6 | 6 | 0.22% | 0.27% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.26% | 0.28% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
HawsGoodwin Investment Management LLC | 6 | 6 | 0.02% | 0.21% | 0.71% | Q4 2019 | Q1 2021 | 6 |
Optas, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q2 2023 | 6 |
Janney Capital Management LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 6.02% | 6.85% | 7.27% | Q3 2020 | Q4 2021 | 6 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2022 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 6 |
SINECERA CAPITAL, LLC | 6 | 6 | 1.43% | 2.05% | 2.78% | Q2 2022 | Q3 2023 | 6 |
B, B, H, & B INC. | 6 | 6 | 1.36% | 4.11% | 5.91% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 4.96% | 5.18% | 5.39% | Q2 2022 | Q3 2023 | 6 |
MATTERN CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 4.48% | 4.91% | 5.36% | Q2 2022 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.67% | 1.68% | Q2 2022 | Q3 2023 | 6 |
Eagle Bluffs Wealth Management LLC | 6 | 6 | 0.98% | 1.09% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 5 | 1 | 0.01% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 0.08% | 0.18% | 0.31% | Q3 2017 | Q4 2018 | 6 |
Hardy Reed LLC | 6 | 6 | 0.30% | 0.72% | 0.97% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 6 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Sharkey, Howes & Javer | 3 | 2 | 0.11% | 0.98% | 2.42% | Q4 2019 | Q1 2023 | 5 |
Haverford Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.15% | 0.32% | Q2 2022 | Q2 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Geometric Wealth Advisors | 3 | 2 | 0.08% | 0.21% | 0.65% | Q4 2021 | Q3 2023 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.11% | 0.16% | 0.32% | Q3 2021 | Q2 2023 | 5 |
Brightworth | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 6.31% | 7.83% | 9.24% | Q4 2017 | Q4 2018 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 5 |
Agate Pass Investment Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q4 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
McElhenny Sheffield Capital Management, LLC | 3 | 2 | 0.01% | 3.91% | 6.26% | Q4 2021 | Q2 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
CHOREO, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Opes Advisors Inc | 4 | 1 | 0.19% | 0.31% | 0.38% | Q4 2016 | Q4 2018 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.26% | 0.36% | 0.42% | Q4 2021 | Q4 2022 | 5 |
High Falls Advisors, Inc | 5 | 5 | 0.09% | 0.21% | 0.31% | Q1 2019 | Q1 2020 | 5 |
6 Meridian | 5 | 5 | 1.66% | 1.78% | 1.96% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.03% | 0.09% | 0.13% | Q3 2022 | Q3 2023 | 5 |
MUFG Americas Holdings Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 5 |
BANK OF HAWAII | 5 | 5 | 0.31% | 0.33% | 0.36% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.11% | 0.26% | 0.40% | Q1 2019 | Q1 2020 | 5 |
Fiduciary Planning LLC | 3 | 2 | 0.15% | 0.33% | 0.70% | Q4 2019 | Q1 2021 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.38% | 0.44% | 0.61% | Q3 2022 | Q3 2023 | 5 |
CIM, LLC | 4 | 1 | 0.04% | 0.05% | 0.12% | Q3 2016 | Q4 2021 | 5 |
QCM Cayman, Ltd. | 3 | 2 | 0.26% | 0.71% | 1.14% | Q2 2020 | Q3 2021 | 5 |
Legacy Advisors, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.07% | 0.53% | 2.26% | Q3 2020 | Q3 2023 | 5 |
Ruggie Capital Group | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q1 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.16% | 0.25% | 0.34% | Q4 2020 | Q4 2021 | 5 |
Artemis Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Provident Investment Management, Inc. | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Sensible Financial Planning & Management, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.25% | 0.49% | 1.06% | Q4 2020 | Q2 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.11% | 0.27% | Q4 2018 | Q4 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.30% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Sageworth Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 1.54% | 1.81% | 2.03% | Q3 2022 | Q3 2023 | 5 |
PYA Waltman Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Smithfield Trust Co | 4 | 1 | 0.00% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 5 |
ALLEGHANY CORP /DE | 4 | 1 | 2.14% | 2.83% | 5.37% | Q2 2017 | Q3 2018 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
NewDay Solutions, LLC | 4 | 1 | 0.87% | 0.99% | 1.28% | Q4 2018 | Q1 2020 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MKD WEALTH COACHES, LLC | 5 | 5 | 0.28% | 0.31% | 0.33% | Q4 2018 | Q4 2019 | 5 |
PFS Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.02% | 0.61% | 1.59% | Q4 2018 | Q1 2020 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
VERITY Wealth Advisors | 5 | 5 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q4 2023 | 5 |
Live Oak Private Wealth LLC | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Pacifica Partners Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 5 |
Detwiler Fenton Investment Management LLC | 5 | 5 | 0.19% | 0.38% | 0.49% | Q1 2013 | Q1 2014 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.14% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Spearhead Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 4 |
J Arnold Wealth Management Co | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 4 |
Stone Point Wealth LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Iowa State Bank | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
MANAGED ACCOUNT SERVICES INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.19% | 0.49% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 3.36% | 4.32% | 6.21% | Q4 2019 | Q3 2020 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.33% | 0.43% | 0.52% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 4.06% | 4.25% | 4.38% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2021 | Q3 2022 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Paragon Capital Management LLC | 4 | 4 | 1.60% | 1.93% | 2.47% | Q4 2017 | Q3 2018 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.37% | 0.45% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.15% | 0.22% | 0.25% | Q1 2022 | Q4 2022 | 4 |
RE Dickinson Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.40% | 2.65% | 6.91% | Q4 2022 | Q3 2023 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.03% | 0.11% | 0.14% | Q1 2016 | Q4 2016 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 3.06% | 3.18% | 3.30% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 13.18% | 15.22% | 15.92% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2018 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 2.07% | 2.22% | 2.34% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Roberts Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Elwood & Goetz Wealth Advisory Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2020 | Q1 2021 | 4 |
WFA Asset Management Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.88% | 1.12% | 1.44% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.46% | 2.50% | 2.53% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.29% | 0.33% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.09% | 0.15% | 0.28% | Q3 2022 | Q2 2023 | 4 |
AMJ Financial Wealth Management | 4 | 4 | 0.12% | 0.31% | 0.40% | Q1 2021 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 6.94% | 7.25% | 7.38% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.51% | 1.64% | 2.25% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MRA Advisory Group | 3 | 1 | 0.17% | 0.95% | 1.71% | Q4 2020 | Q4 2021 | 4 |
Independent Wealth Network Inc. | 2 | 1 | 0.13% | 0.65% | 1.10% | Q3 2021 | Q1 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
American Trust | 4 | 4 | 0.06% | 2.82% | 4.09% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.34% | 0.42% | 0.50% | Q1 2022 | Q4 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 3 | 1 | 0.01% | 0.86% | 1.38% | Q2 2019 | Q4 2021 | 4 |
Thrive Wealth Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.02% | 1.62% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.74% | 0.80% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.42% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Willis Johnson & Associates, Inc. | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
TKG Advisors, LLC | 4 | 4 | 1.14% | 1.22% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 2.70% | 3.48% | 4.54% | Q4 2017 | Q3 2018 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.36% | 1.36% | 3.03% | Q4 2022 | Q3 2023 | 4 |
L.M. KOHN & COMPANY | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
BOENNING & SCATTERGOOD, INC. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 6.90% | 6.93% | 6.95% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.96% | 1.02% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.84% | 1.06% | 1.62% | Q4 2022 | Q3 2023 | 4 |
MBL Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.93% | 1.94% | 2.50% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.36% | 0.72% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 3 | 1 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mayfair Advisory Group, LLC | 4 | 4 | 0.26% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.11% | 0.16% | 0.26% | Q4 2022 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.01% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 4 |
MCIA Inc | 4 | 4 | 0.32% | 0.96% | 1.84% | Q1 2019 | Q4 2019 | 4 |
Buffington Mohr McNeal | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Roger Wittlin Investment Advisory, LLC | 4 | 4 | 5.66% | 5.91% | 6.55% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.16% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 6.75% | 9.10% | 11.38% | Q4 2022 | Q3 2023 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Wallace Capital Management Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Truadvice, LLC | 4 | 4 | 0.10% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.85% | 0.91% | 0.96% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q3 2018 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carl P. Sherr & Co., LLC | 4 | 4 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.66% | 0.74% | 0.79% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 1.80% | 2.11% | 2.87% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 8.06% | 8.16% | 8.27% | Q4 2022 | Q3 2023 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Louis-Dreyfus Family Office LLC | 4 | 4 | 43.61% | 45.31% | 47.58% | Q4 2021 | Q3 2022 | 4 |
RAND WEALTH, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 4 |
WESPAC Advisors SoCal, LLC | 4 | 4 | 0.01% | 0.25% | 0.64% | Q3 2018 | Q2 2019 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.19% | 0.24% | 0.36% | Q1 2019 | Q4 2019 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.56% | 0.57% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.09% | 0.20% | Q3 2016 | Q4 2021 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.39% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 2 | 1 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 13.14% | 14.20% | 14.96% | Q4 2021 | Q3 2022 | 4 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Warren Street Wealth Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Noven Financial Group, Inc. | 4 | 4 | 0.08% | 0.17% | 0.21% | Q3 2016 | Q2 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pathway Financial Advisors LLC | 4 | 4 | 0.25% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q4 2014 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.01% | 2.21% | 7.51% | Q3 2019 | Q3 2022 | 4 |
First PREMIER Bank | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 4 |
ARS Investment Partners, LLC | 3 | 1 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.55% | 0.56% | 0.57% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.95% | 1.36% | 2.53% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.48% | 0.52% | 0.55% | Q4 2020 | Q3 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Covington Capital Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 3.66% | 3.96% | 4.37% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 1.21% | 1.44% | 1.71% | Q4 2022 | Q3 2023 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 1.29% | 2.73% | Q3 2022 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.22% | 0.41% | 0.74% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 10.20% | 11.70% | 13.69% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
S.A. Mason LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 1.16% | 1.23% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.36% | 0.42% | 0.47% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.43% | 0.44% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 1.90% | 2.00% | 2.16% | Q1 2022 | Q3 2022 | 3 |
TAIYO LIFE INSURANCE CO | 3 | 3 | 2.45% | 3.07% | 4.20% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.85% | 1.38% | Q4 2015 | Q3 2016 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.06% | 0.41% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 2 | 1 | 0.07% | 0.61% | 1.59% | Q2 2021 | Q2 2022 | 3 |
Hefty Wealth Partners | 3 | 3 | 6.16% | 6.20% | 6.28% | Q3 2017 | Q1 2018 | 3 |
Live Your Vision, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 3 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 3 |
LEE DANNER & BASS INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 3 |
Mill Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Family Firm, Inc. | 2 | 1 | 0.11% | 0.11% | 0.12% | Q4 2014 | Q3 2015 | 3 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q1 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q4 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 8.10% | 8.19% | 8.33% | Q1 2023 | Q3 2023 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 2 | 1 | 0.85% | 0.88% | 0.92% | Q4 2019 | Q3 2020 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Verdence Capital Advisors LLC | 2 | 1 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 1.33% | 1.34% | 1.36% | Q4 2018 | Q2 2019 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 0.63% | 0.67% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Heartwood Wealth Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.09% | 1.01% | 1.65% | Q1 2023 | Q3 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 0.76% | 1.04% | 1.34% | Q4 2019 | Q2 2020 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.30% | 0.37% | 0.47% | Q1 2022 | Q3 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 1.62% | 2.62% | 3.26% | Q4 2014 | Q2 2015 | 3 |
LWS Wealth Advisors, Inc. | 2 | 1 | 0.10% | 0.13% | 0.18% | Q4 2019 | Q4 2020 | 3 |
CGN Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q4 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CLARIS ADVISORS, LLC / MO / | 3 | 3 | 0.26% | 0.34% | 0.48% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.01% | 0.08% | 0.11% | Q4 2017 | Q2 2018 | 3 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.10% | 0.19% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Clarius Group, LLC | 2 | 1 | 0.16% | 0.17% | 0.20% | Q4 2018 | Q4 2019 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.03% | 0.12% | 0.28% | Q4 2022 | Q3 2023 | 3 |
Beirne Wealth Consulting Services, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2019 | Q3 2019 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Greenspring Advisors, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 3 |
Hubbell Strickland Wealth Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Round Table Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.05% | 3.10% | 3.15% | Q4 2021 | Q2 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.96% | 1.05% | 1.11% | Q4 2022 | Q3 2023 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Centennial Wealth Advisory LLC | 2 | 1 | 1.04% | 4.27% | 7.69% | Q4 2021 | Q3 2022 | 3 |
FutureAdvisor, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q2 2022 | 3 |
HT Partners LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
RHS Financial, LLC | 2 | 1 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Black Swift Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q2 2020 | 3 |
RVW Wealth, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
CABANA LLC | 3 | 3 | 0.19% | 0.38% | 0.48% | Q2 2018 | Q4 2018 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.48% | 0.52% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Covenant Multifamily Offices, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.23% | 0.27% | 0.30% | Q2 2020 | Q4 2020 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 9.26% | 9.86% | 10.28% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
KLS Professional Advisors Group, LLC | 3 | 3 | 7.92% | 12.33% | 20.68% | Q4 2018 | Q2 2019 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q4 2015 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Adero Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.89% | 1.50% | 1.95% | Q3 2021 | Q1 2022 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.05% | 0.13% | 0.18% | Q4 2019 | Q2 2020 | 3 |
Independence Trust CO | 3 | 3 | 1.76% | 1.85% | 1.99% | Q2 2017 | Q4 2017 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.34% | 0.35% | 0.36% | Q4 2021 | Q2 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
KAYS FINANCIAL ADVISORY CORP /ADV | 3 | 3 | 0.09% | 0.16% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Midwest Professional Planners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 2 |
BCGM Wealth Management, LLC | 1 | 1 | 0.36% | 6.38% | 12.39% | Q4 2020 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.09% | 0.15% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DAGCO, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.46% | 0.47% | 0.48% | Q3 2021 | Q4 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.05% | 0.23% | 0.41% | Q2 2022 | Q3 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
DAVIS R M INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LifePro Asset Management | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Journey Advisory Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 1.16% | 1.31% | 1.47% | Q2 2023 | Q3 2023 | 2 |
Gunma Bank,Ltd. | 2 | 2 | 2.32% | 2.65% | 2.99% | Q4 2022 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.21% | 0.46% | 0.70% | Q4 2019 | Q1 2020 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
GREATMARK INVESTMENT PARTNERS, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q4 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.34% | 1.53% | 1.72% | Q1 2016 | Q2 2016 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2021 | Q4 2022 | 2 |
Broad Run Investment Management | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 4.72% | 4.85% | 4.97% | Q2 2023 | Q3 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.61% | 1.98% | 3.35% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.99% | 1.07% | 1.15% | Q1 2023 | Q2 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 10.71% | 11.41% | 12.10% | Q2 2023 | Q3 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.32% | 0.40% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Asio Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2022 | 2 |
IRON Financial LLC | 1 | 1 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q1 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.25% | 0.44% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Management, Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.46% | 6.62% | 11.80% | Q4 2021 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 2 | 2 | 1.80% | 2.53% | 3.26% | Q3 2019 | Q4 2019 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 1.00% | 1.02% | 1.03% | Q2 2022 | Q3 2022 | 2 |
McAdam, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Ayrshire Capital Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
WealthStone, Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2019 | Q3 2019 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 7.87% | 8.29% | 8.71% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Full Sail Capital, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 4.55% | 4.98% | 5.41% | Q4 2017 | Q1 2018 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.17% | 0.68% | 1.18% | Q4 2019 | Q3 2022 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.49% | 1.18% | 1.87% | Q4 2019 | Q1 2020 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Knuff & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Richwood Investment Advisors, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
CWA Asset Management Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2022 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 4.26% | 4.37% | 4.48% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.47% | 0.48% | 0.48% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2023 | Q2 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2019 | Q4 2019 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2020 | 2 |
University of Southern California | 2 | 2 | 6.98% | 12.19% | 17.41% | Q1 2013 | Q2 2013 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Clarity Financial LLC | 2 | 2 | 0.25% | 0.32% | 0.38% | Q2 2021 | Q3 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Geller Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Long Run Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Aurora Investment Managers, LLC. | 2 | 2 | 0.23% | 0.40% | 0.58% | Q4 2019 | Q1 2020 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.09% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.50% | 0.50% | 0.51% | Q4 2022 | Q3 2023 | 2 |
MayTech Global Investments, LLC | 2 | 2 | 2.09% | 2.13% | 2.18% | Q3 2019 | Q4 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Bell Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
First Washington CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Adams Chetwood Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2014 | Q1 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Rex Capital Advisors, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2022 | Q4 2022 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Salvus Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covestor Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2021 | Q2 2021 | 1 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Core Alternative Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Roundview Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 8.64% | 8.64% | 8.64% | Q2 2021 | Q2 2021 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 6.26% | 6.26% | 6.26% | Q1 2020 | Q1 2020 | 1 |
SPC Financial, Inc. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2022 | Q4 2022 | 1 |
Steinberg Global Asset Management | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2018 | Q3 2018 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2014 | Q2 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
GSG Advisors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2022 | Q3 2022 | 1 |
Custos Family Office, LLC | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2022 | Q4 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Goldstein Munger & Associates | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JT Stratford LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2022 | Q2 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.77% | 4.77% | 4.77% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Westwind Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2022 | Q2 2022 | 1 |
CONTINUUM WEALTH ADVISORS, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
CAPITAL PERFORMANCE ADVISORS LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 20.30% | 20.30% | 20.30% | Q4 2022 | Q4 2022 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Three Bridge Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Edgewood Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Financial Designs Corp | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
BOSTON RESEARCH & MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Filament LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Omega Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
McDonough Capital Management, Inc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Tiedemann Wealth Management Holdings, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2017 | Q1 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Sigma Investment Management Co | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2018 | Q4 2018 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2013 | Q2 2013 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capital Square, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WT Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Praetorian Wealth Management, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2022 | Q3 2022 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Strategic Equity Management | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leucadia National | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FLC Capital Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 8.64% | 8.64% | 8.64% | Q2 2021 | Q2 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Retirement Solution Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
INTRUST BANK NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Heritage Investment Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
LWMG, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2022 | Q1 2022 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
CXI Advisors | 1 | 1 | 47.63% | 47.63% | 47.63% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
First Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.