Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 97 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 69 | 1 | 0.03% | 8.30% | 100.00% | Q4 2003 | Q3 2023 | 70 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.20% | 0.51% | Q1 2009 | Q3 2023 | 64 |
Rehmann Capital Advisory Group | 43 | 15 | 0.11% | 1.63% | 4.74% | Q4 2008 | Q3 2023 | 58 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 52 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.10% | 0.40% | Q1 2012 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.80% | 2.35% | Q4 2010 | Q3 2022 | 48 |
CREDIT SUISSE AG/ | 22 | 2 | 0.00% | 0.04% | 0.17% | Q1 2013 | Q2 2023 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.20% | 0.82% | Q1 2012 | Q3 2023 | 47 |
UBS Group AG | 36 | 36 | 0.00% | 0.20% | 0.49% | Q4 2014 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.31% | 0.61% | Q2 2013 | Q3 2023 | 45 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 45 |
NWAM LLC | 32 | 13 | 0.14% | 0.83% | 1.29% | Q2 2012 | Q3 2023 | 45 |
Capital Analysts, LLC | 44 | 44 | 0.01% | 2.60% | 6.23% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.30% | 0.87% | 1.47% | Q4 2012 | Q3 2023 | 44 |
CPWM, LLC | 44 | 44 | 0.44% | 2.67% | 4.87% | Q4 2011 | Q3 2022 | 44 |
New England Private Wealth Advisors LLC | 44 | 44 | 0.28% | 0.90% | 5.55% | Q4 2012 | Q3 2023 | 44 |
First Horizon Advisors, Inc. | 44 | 44 | 0.16% | 1.40% | 3.39% | Q4 2012 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.05% | 0.09% | 0.25% | Q1 2013 | Q3 2023 | 43 |
Destination Wealth Management | 43 | 43 | 0.17% | 6.10% | 16.06% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.17% | 0.69% | 1.28% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.08% | 0.24% | 2.54% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 1.58% | 3.64% | 7.36% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.38% | 1.51% | Q2 2013 | Q3 2023 | 43 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.03% | 1.91% | 3.90% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 43 |
FIFTH THIRD BANCORP | 42 | 42 | 0.20% | 0.29% | 0.41% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.23% | 1.50% | 6.17% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.23% | 0.34% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.18% | 0.79% | 1.45% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.09% | 2.02% | 4.43% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.05% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.17% | 1.37% | 2.96% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.04% | 0.42% | 0.97% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.10% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.26% | 3.48% | 24.51% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 2.61% | 5.98% | 8.88% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.17% | 1.05% | 3.54% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.24% | 0.66% | 1.38% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SSI INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.87% | 2.45% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.02% | 0.78% | 1.93% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.99% | 2.32% | Q2 2013 | Q3 2023 | 42 |
Jaffetilchin Investment Partners, LLC | 42 | 42 | 0.08% | 0.28% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.74% | 3.54% | 10.09% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.19% | 0.45% | 0.84% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 1.21% | 2.03% | 2.88% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.29% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.02% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 42 | 42 | 0.49% | 2.86% | 12.43% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 12.08% | 15.62% | 21.14% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.02% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 6.54% | 10.34% | 13.83% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.15% | 1.87% | 4.69% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.94% | 3.85% | 8.23% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Tortoise Investment Management, LLC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.41% | 8.55% | 17.22% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.44% | 0.78% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.20% | 0.43% | 0.73% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.39% | 1.95% | 3.51% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.07% | 0.98% | 2.08% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.07% | 0.25% | 0.82% | Q1 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.49% | 1.39% | Q2 2013 | Q4 2023 | 42 |
SNS Financial Group, LLC | 42 | 42 | 0.04% | 0.57% | 1.44% | Q1 2013 | Q2 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 1.74% | 3.26% | 5.12% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.58% | 0.91% | 2.41% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.16% | 0.55% | 0.82% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.90% | 1.39% | 1.87% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.13% | 1.61% | 6.27% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.11% | 0.50% | 0.98% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.14% | 0.41% | 0.81% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MCF Advisors LLC | 29 | 1 | 0.00% | 8.45% | 16.18% | Q4 2011 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.36% | 1.14% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.52% | 1.73% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 3.54% | 14.41% | 21.01% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.03% | 0.31% | 1.00% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.11% | 0.29% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.08% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.80% | 2.00% | 3.99% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 0.31% | 3.46% | 7.80% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.06% | 1.22% | 2.50% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.16% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.14% | 4.51% | 8.50% | Q2 2013 | Q3 2023 | 42 |
Evensky & Katz LLC | 42 | 42 | 0.05% | 0.54% | 0.91% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 42 | 42 | 5.39% | 9.59% | 21.56% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.04% | 0.25% | 0.59% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.09% | 0.49% | 1.42% | Q2 2013 | Q3 2023 | 42 |
Kovack Advisors, Inc. | 38 | 4 | 0.06% | 1.04% | 6.83% | Q3 2012 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.11% | 0.62% | 1.45% | Q2 2013 | Q3 2023 | 42 |
NewSquare Capital LLC | 42 | 42 | 1.32% | 5.55% | 17.02% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.08% | 1.04% | 2.17% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 0.08% | 0.44% | 1.31% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.05% | 0.90% | 4.64% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.08% | 1.00% | 2.99% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.24% | 1.28% | 4.16% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.46% | 2.14% | 7.23% | Q2 2013 | Q3 2023 | 42 |
Stadion Money Management, LLC | 41 | 41 | 0.87% | 2.12% | 8.25% | Q2 2013 | Q2 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.12% | 1.89% | 8.66% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.08% | 0.57% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.53% | 1.56% | Q4 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.08% | 0.20% | Q4 2013 | Q4 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.10% | 1.16% | 4.69% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.63% | 2.31% | Q2 2013 | Q3 2023 | 41 |
PATTON ALBERTSON MILLER GROUP, LLC | 37 | 4 | 0.09% | 2.00% | 6.98% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.11% | 0.22% | Q3 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 25 | 16 | 0.09% | 0.51% | 1.74% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.04% | 0.61% | 2.55% | Q3 2013 | Q3 2023 | 41 |
Brookmont Capital Management | 33 | 8 | 0.10% | 0.27% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Parkside Advisors LLC | 41 | 41 | 5.24% | 6.92% | 8.35% | Q4 2013 | Q4 2023 | 41 |
PETTYJOHN, WOOD & WHITE, INC | 28 | 13 | 0.32% | 1.49% | 2.72% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Horizon Investments, LLC | 30 | 11 | 0.17% | 2.40% | 9.05% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 38 | 2 | 0.00% | 0.14% | 1.73% | Q3 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 36 | 4 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.30% | 0.47% | 0.67% | Q4 2013 | Q3 2023 | 40 |
EP Wealth Advisors, LLC | 23 | 17 | 0.07% | 1.27% | 19.29% | Q3 2013 | Q3 2023 | 40 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.05% | Q2 2016 | Q3 2023 | 40 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 40 | 40 | 1.59% | 6.25% | 26.06% | Q4 2013 | Q3 2023 | 40 |
FOUNDERS FINANCIAL SECURITIES LLC | 40 | 40 | 0.66% | 2.23% | 4.50% | Q4 2013 | Q3 2023 | 40 |
SCS Capital Management LLC | 38 | 2 | 0.01% | 6.34% | 28.85% | Q3 2013 | Q3 2023 | 40 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 4 | 0.14% | 0.67% | 1.78% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.94% | 8.39% | Q4 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.06% | 0.74% | 3.86% | Q4 2013 | Q3 2023 | 40 |
Heritage Wealth Advisors | 40 | 40 | 0.02% | 0.21% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.31% | 0.93% | 2.49% | Q2 2013 | Q4 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 2.82% | 5.31% | 10.67% | Q4 2013 | Q3 2023 | 40 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.10% | 3.41% | 7.81% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.39% | 0.54% | 0.70% | Q4 2013 | Q3 2023 | 40 |
NBT BANK N A /NY | 24 | 16 | 0.03% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 40 |
HOWE & RUSLING INC | 37 | 3 | 0.00% | 0.05% | 0.42% | Q2 2013 | Q3 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
1ST SOURCE BANK | 37 | 3 | 0.03% | 0.27% | 0.46% | Q3 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 40 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.01% | 0.15% | Q4 2015 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.38% | 1.01% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.11% | 0.40% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 3 | 0.00% | 0.21% | 0.79% | Q2 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 1.00% | 4.08% | 8.08% | Q4 2013 | Q3 2023 | 40 |
Baker Avenue Asset Management, LP | 32 | 8 | 0.04% | 3.25% | 7.10% | Q3 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.06% | 0.33% | 0.90% | Q4 2013 | Q3 2023 | 40 |
Arete Wealth Advisors, LLC | 40 | 40 | 0.06% | 0.57% | 1.35% | Q4 2013 | Q3 2023 | 40 |
BURKE & HERBERT BANK & TRUST CO | 40 | 40 | 0.17% | 1.04% | 2.88% | Q2 2013 | Q1 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.20% | 0.33% | 0.53% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.19% | 0.79% | 2.19% | Q2 2013 | Q3 2023 | 39 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 39 | 39 | 0.02% | 1.90% | 13.04% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.08% | 0.37% | 0.68% | Q2 2013 | Q4 2022 | 39 |
TCI Wealth Advisors, Inc. | 17 | 3 | 0.00% | 0.22% | 1.81% | Q4 2012 | Q3 2023 | 39 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 39 | 39 | 0.02% | 0.85% | 1.64% | Q1 2014 | Q3 2023 | 39 |
FAS Wealth Partners, Inc. | 36 | 3 | 0.05% | 2.47% | 22.98% | Q4 2013 | Q3 2023 | 39 |
TOMPKINS FINANCIAL CORP | 26 | 3 | 0.00% | 2.25% | 12.71% | Q2 2013 | Q4 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.18% | 0.45% | 1.00% | Q1 2014 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 39 | 39 | 0.02% | 0.15% | 0.90% | Q1 2014 | Q3 2023 | 39 |
LINCOLN NATIONAL CORP | 39 | 39 | 0.13% | 0.28% | 0.52% | Q1 2014 | Q3 2023 | 39 |
FAGAN ASSOCIATES, INC. | 39 | 39 | 0.23% | 0.49% | 1.09% | Q1 2014 | Q3 2023 | 39 |
ALLIANCEBERNSTEIN L.P. | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Sandy Spring Bank | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
First Heartland Consultants, Inc. | 38 | 1 | 0.03% | 0.74% | 7.39% | Q2 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.65% | 2.16% | 3.79% | Q2 2014 | Q4 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.02% | 0.66% | 1.91% | Q2 2013 | Q4 2022 | 39 |
Opus Capital Group, LLC | 38 | 1 | 0.02% | 0.23% | 0.75% | Q2 2013 | Q3 2023 | 39 |
First Financial Bank - Trust Division | 39 | 39 | 0.05% | 0.54% | 5.22% | Q2 2014 | Q4 2023 | 39 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.09% | 2.02% | 4.87% | Q2 2013 | Q3 2022 | 38 |
ARGI Investment Services, LLC | 32 | 6 | 0.08% | 1.49% | 4.63% | Q2 2013 | Q4 2022 | 38 |
BANK OF THE WEST | 37 | 1 | 0.02% | 0.13% | 0.29% | Q2 2013 | Q4 2022 | 38 |
Prospera Financial Services Inc | 20 | 18 | 0.18% | 1.95% | 8.52% | Q1 2014 | Q3 2023 | 38 |
Dynamic Advisor Solutions LLC | 33 | 2 | 0.14% | 0.45% | 1.20% | Q4 2013 | Q3 2023 | 38 |
Allworth Financial LP | 38 | 38 | 0.24% | 9.66% | 31.44% | Q2 2014 | Q3 2023 | 38 |
Diversified Trust Co | 37 | 1 | 0.10% | 0.51% | 0.89% | Q2 2014 | Q4 2023 | 38 |
Evanson Asset Management, LLC | 38 | 38 | 0.03% | 0.09% | 0.23% | Q2 2014 | Q3 2023 | 38 |
Ifrah Financial Services, Inc. | 38 | 38 | 0.33% | 1.41% | 2.40% | Q2 2013 | Q3 2022 | 38 |
SUMMITRY LLC | 38 | 38 | 0.03% | 3.42% | 3.93% | Q2 2013 | Q3 2022 | 38 |
CAPITAL CITY TRUST CO/FL | 38 | 38 | 1.84% | 4.64% | 6.61% | Q2 2013 | Q3 2022 | 38 |
Maryland Capital Management | 38 | 38 | 0.04% | 0.15% | 0.43% | Q2 2013 | Q3 2022 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.08% | 0.38% | 1.09% | Q2 2013 | Q4 2022 | 38 |
BESSEMER GROUP INC | 35 | 3 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 38 |
ARROW FINANCIAL CORP | 38 | 38 | 0.20% | 1.83% | 3.51% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 37 | 37 | 1.58% | 2.23% | 5.46% | Q3 2014 | Q3 2023 | 37 |
WHITE PINE CAPITAL LLC | 22 | 1 | 0.08% | 0.28% | 2.23% | Q2 2013 | Q3 2023 | 37 |
Laird Norton Wetherby Wealth Management, LLC | 37 | 37 | 0.03% | 0.06% | 0.13% | Q3 2014 | Q3 2023 | 37 |
Smith, Salley & Associates | 37 | 37 | 0.02% | 0.61% | 1.34% | Q2 2014 | Q2 2023 | 37 |
COURIER CAPITAL LLC | 20 | 17 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2022 | 37 |
JUNCTURE WEALTH STRATEGIES, LLC | 37 | 37 | 0.18% | 1.57% | 3.03% | Q4 2014 | Q4 2023 | 37 |
Smithfield Trust Co | 18 | 2 | 0.00% | 0.21% | 0.62% | Q2 2013 | Q3 2023 | 37 |
COLDSTREAM CAPITAL MANAGEMENT INC | 30 | 3 | 0.03% | 0.21% | 0.51% | Q2 2013 | Q3 2023 | 37 |
Brown Advisory Securities, LLC | 37 | 37 | 0.06% | 0.51% | 1.66% | Q2 2013 | Q2 2022 | 37 |
Haverford Trust Co | 21 | 1 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q2 2023 | 37 |
Ledyard National Bank | 33 | 4 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.14% | 0.92% | 2.76% | Q3 2014 | Q3 2023 | 37 |
SG Americas Securities, LLC | 19 | 2 | 0.00% | 0.56% | 1.71% | Q2 2013 | Q3 2023 | 37 |
FIRST NATIONAL TRUST CO | 29 | 1 | 0.02% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.02% | 0.10% | 0.55% | Q2 2013 | Q3 2023 | 37 |
HANCOCK WHITNEY CORP | 32 | 1 | 0.01% | 0.37% | 1.56% | Q2 2013 | Q3 2023 | 37 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 1 | 0.00% | 0.01% | 0.18% | Q3 2013 | Q3 2023 | 37 |
Cornerstone Management, Inc. | 36 | 36 | 0.39% | 4.00% | 8.58% | Q4 2014 | Q3 2023 | 36 |
NOTTINGHAM ADVISORS, INC. | 36 | 36 | 0.06% | 0.86% | 3.39% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.04% | 0.61% | 2.38% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 4.62% | 10.20% | 16.23% | Q1 2015 | Q4 2023 | 36 |
PRIVATE TRUST CO NA | 36 | 36 | 0.16% | 0.43% | 0.86% | Q4 2014 | Q3 2023 | 36 |
LVZ, Inc. | 36 | 36 | 0.31% | 3.38% | 10.74% | Q4 2014 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 2.38% | 2.79% | 3.49% | Q4 2014 | Q3 2023 | 36 |
Allianz Asset Management GmbH | 20 | 2 | 0.00% | 0.26% | 1.04% | Q4 2013 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.16% | 0.47% | 1.13% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 4.53% | 8.63% | 15.35% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 1.33% | 2.85% | 5.36% | Q4 2014 | Q3 2023 | 36 |
BRAVE ASSET MANAGEMENT INC | 17 | 6 | 0.24% | 6.28% | 22.12% | Q4 2013 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.16% | 0.34% | 0.58% | Q4 2014 | Q3 2023 | 36 |
America First Investment Advisors, LLC | 36 | 36 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q1 2022 | 36 |
FINANCIAL CONSULATE, INC | 36 | 36 | 0.36% | 0.79% | 2.92% | Q4 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 35 | 35 | 0.02% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 36 |
Fragasso Group Inc. | 36 | 36 | 0.04% | 4.21% | 22.71% | Q1 2015 | Q4 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.00% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 20 | 16 | 0.01% | 0.43% | 1.26% | Q2 2013 | Q3 2023 | 36 |
Summit Financial Strategies, Inc. | 36 | 36 | 0.14% | 0.26% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Simplicity Solutions, LLC | 36 | 36 | 0.01% | 1.24% | 8.09% | Q4 2014 | Q3 2023 | 36 |
Dakota Wealth Management | 36 | 36 | 0.10% | 0.33% | 0.94% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q1 2022 | 36 |
Transamerica Financial Advisors, Inc. | 36 | 36 | 0.04% | 1.01% | 2.89% | Q4 2014 | Q3 2023 | 36 |
PEDDOCK CAPITAL ADVISORS, LLC | 36 | 36 | 0.26% | 2.50% | 5.06% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 17 | 3 | 0.00% | 0.22% | 1.12% | Q1 2014 | Q2 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.61% | 1.38% | 2.57% | Q4 2014 | Q3 2023 | 36 |
Marquette Asset Management, LLC | 36 | 36 | 0.22% | 1.25% | 3.09% | Q2 2013 | Q1 2022 | 36 |
Canal Capital Management, LLC | 36 | 36 | 0.06% | 2.31% | 7.23% | Q4 2014 | Q3 2023 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.09% | 0.57% | 1.38% | Q4 2014 | Q3 2023 | 36 |
Round Table Services, LLC | 35 | 35 | 0.04% | 0.27% | 0.54% | Q4 2013 | Q2 2022 | 35 |
Calamos Wealth Management LLC | 33 | 1 | 0.08% | 1.53% | 3.89% | Q4 2013 | Q3 2023 | 35 |
STALEY CAPITAL ADVISERS INC | 35 | 35 | 0.02% | 0.34% | 1.37% | Q2 2013 | Q4 2021 | 35 |
Trust Co | 35 | 35 | 0.02% | 1.51% | 13.83% | Q1 2015 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.02% | 0.18% | 0.43% | Q1 2015 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.17% | 4.67% | 14.76% | Q2 2013 | Q4 2021 | 35 |
Diversified Portfolios, Inc. | 26 | 9 | 0.30% | 1.86% | 4.66% | Q4 2014 | Q3 2023 | 35 |
ETF Portfolio Partners, Inc. | 35 | 35 | 12.06% | 15.46% | 19.01% | Q1 2015 | Q3 2023 | 35 |
WEDBUSH SECURITIES INC | 34 | 1 | 0.04% | 0.15% | 0.34% | Q4 2013 | Q3 2023 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.59% | 5.49% | 21.74% | Q1 2015 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.02% | 0.85% | 2.17% | Q1 2015 | Q3 2023 | 35 |
BAILARD, INC. | 23 | 1 | 0.01% | 2.95% | 6.20% | Q2 2013 | Q3 2023 | 35 |
Chesley Taft & Associates LLC | 32 | 3 | 0.29% | 0.56% | 1.09% | Q2 2013 | Q3 2023 | 35 |
CAMBIAR INVESTORS LLC | 29 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 35 |
Balentine LLC | 35 | 35 | 0.06% | 6.76% | 23.50% | Q1 2015 | Q3 2023 | 35 |
KLINGENSTEIN FIELDS & CO LP | 35 | 35 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q4 2021 | 35 |
SONATA CAPITAL GROUP INC | 33 | 2 | 0.18% | 0.37% | 0.56% | Q4 2014 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.00% | 0.23% | 0.82% | Q2 2013 | Q1 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2021 | 35 |
Freedom Investment Management, Inc. | 29 | 2 | 0.03% | 1.00% | 18.07% | Q1 2013 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.00% | 0.09% | 0.23% | Q1 2015 | Q3 2023 | 35 |
Exchange Capital Management, Inc. | 27 | 8 | 0.00% | 0.92% | 1.92% | Q2 2013 | Q3 2023 | 35 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.02% | 0.29% | 1.93% | Q2 2013 | Q4 2021 | 35 |
Linscomb & Williams, Inc. | 25 | 1 | 0.02% | 0.31% | 0.61% | Q2 2013 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.07% | 0.18% | 0.65% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.27% | 0.43% | Q2 2015 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.43% | 2.03% | 5.19% | Q2 2013 | Q3 2021 | 34 |
FIDUCIARY TRUST CO | 33 | 1 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.02% | 0.05% | 0.53% | Q2 2013 | Q3 2021 | 34 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 34 | 34 | 0.12% | 2.75% | 10.57% | Q1 2014 | Q2 2022 | 34 |
AFFINITY INVESTMENT ADVISORS, LLC | 34 | 34 | 0.19% | 0.54% | 1.37% | Q2 2015 | Q3 2023 | 34 |
Aviance Capital Partners, LLC | 25 | 9 | 0.13% | 0.43% | 1.02% | Q2 2013 | Q3 2023 | 34 |
AMARILLO NATIONAL BANK | 34 | 34 | 3.36% | 8.43% | 19.56% | Q2 2015 | Q3 2023 | 34 |
Blue Chip Partners, LLC | 30 | 4 | 0.03% | 0.39% | 8.28% | Q4 2014 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 23 | 11 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 34 |
Brookstone Capital Management | 31 | 1 | 0.01% | 0.45% | 1.44% | Q4 2013 | Q3 2023 | 34 |
Peak Asset Management, LLC | 34 | 34 | 0.08% | 0.48% | 0.72% | Q4 2014 | Q1 2023 | 34 |
Community Bank, N.A. | 29 | 5 | 0.00% | 0.29% | 1.83% | Q4 2014 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 30 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 34 |
Lenox Wealth Advisors, LLC | 31 | 3 | 0.03% | 0.23% | 1.14% | Q2 2013 | Q1 2022 | 34 |
Institute for Wealth Management, LLC. | 19 | 4 | 0.05% | 3.38% | 13.98% | Q2 2013 | Q3 2023 | 34 |
King Wealth Management Group | 34 | 34 | 0.14% | 0.44% | 0.79% | Q2 2015 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.52% | 2.68% | 4.99% | Q4 2013 | Q1 2022 | 34 |
Clark Capital Management Group, Inc. | 34 | 34 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 34 |
CADINHA & CO LLC | 34 | 34 | 0.06% | 0.29% | 1.11% | Q2 2015 | Q3 2023 | 34 |
VOYA INVESTMENT MANAGEMENT LLC | 32 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q2 2021 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 33 | 33 | 0.01% | 0.03% | 0.14% | Q3 2015 | Q3 2023 | 33 |
CITY HOLDING CO | 33 | 33 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Family Capital Trust Co | 33 | 33 | 0.01% | 1.86% | 2.63% | Q3 2015 | Q3 2023 | 33 |
FIRST TRUST ADVISORS LP | 32 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 33 |
SECURITY NATIONAL TRUST CO | 33 | 33 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.16% | 0.33% | Q2 2013 | Q2 2021 | 33 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20 | 4 | 0.44% | 6.36% | 10.00% | Q1 2015 | Q3 2023 | 33 |
FORVIS Wealth Advisors, LLC | 31 | 2 | 0.04% | 0.54% | 2.68% | Q1 2015 | Q3 2023 | 33 |
Keel Point, LLC | 33 | 33 | 0.69% | 3.98% | 11.12% | Q3 2015 | Q3 2023 | 33 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 33 | 33 | 0.75% | 2.01% | 4.02% | Q3 2015 | Q3 2023 | 33 |
Roble, Belko & Company, Inc | 29 | 4 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 33 |
ASPIRIANT, LLC | 23 | 1 | 0.02% | 0.35% | 1.20% | Q2 2013 | Q3 2023 | 33 |
RFG Advisory, LLC | 32 | 1 | 0.03% | 3.78% | 24.32% | Q4 2014 | Q3 2023 | 33 |
Evercore Wealth Management, LLC | 32 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2022 | 33 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 18 | 15 | 0.03% | 14.20% | 58.74% | Q2 2015 | Q3 2023 | 33 |
Wunderlich Capital Managemnt | 33 | 33 | 0.05% | 3.70% | 5.59% | Q3 2015 | Q3 2023 | 33 |
EFG Asset Management (Americas) Corp. | 33 | 33 | 0.09% | 0.31% | 0.49% | Q2 2015 | Q2 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.36% | 3.91% | 5.98% | Q2 2013 | Q2 2021 | 33 |
Sarasin & Partners LLP | 19 | 14 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2021 | 33 |
Winch Advisory Services, LLC | 29 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 33 |
Perigon Wealth Management, LLC | 16 | 1 | 0.04% | 0.36% | 0.95% | Q3 2011 | Q3 2023 | 33 |
Lowe Wealth Advisors, LLC | 33 | 33 | 0.01% | 0.10% | 0.49% | Q4 2015 | Q4 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 1.27% | 4.91% | Q4 2013 | Q3 2023 | 33 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.05% | 0.17% | 0.55% | Q4 2015 | Q3 2023 | 32 |
Verger Capital Management LLC | 32 | 32 | 5.54% | 14.03% | 17.85% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.04% | 0.19% | 0.36% | Q4 2015 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.29% | 1.11% | 2.38% | Q4 2015 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.07% | 1.23% | 2.38% | Q2 2013 | Q1 2021 | 32 |
Private Ocean, LLC | 21 | 1 | 0.01% | 0.40% | 0.71% | Q4 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.08% | 0.47% | Q1 2016 | Q4 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 1.68% | 3.25% | 5.44% | Q4 2015 | Q3 2023 | 32 |
Advisors Preferred, LLC | 17 | 15 | 0.26% | 0.86% | 2.50% | Q4 2013 | Q4 2021 | 32 |
Regal Wealth Group, Inc. | 32 | 32 | 3.18% | 5.36% | 7.17% | Q4 2015 | Q3 2023 | 32 |
DAVENPORT & Co LLC | 31 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.17% | 0.72% | 1.37% | Q4 2015 | Q3 2023 | 32 |
Harbour Capital Advisors, LLC | 15 | 4 | 0.07% | 0.33% | 0.76% | Q1 2013 | Q1 2022 | 32 |
MEEDER ASSET MANAGEMENT INC | 28 | 1 | 0.01% | 1.94% | 4.63% | Q4 2013 | Q3 2023 | 32 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 1.24% | 10.79% | Q4 2016 | Q3 2023 | 32 |
MATHER GROUP, LLC. | 31 | 1 | 0.01% | 0.21% | 0.94% | Q2 2013 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.45% | 1.31% | 2.68% | Q4 2015 | Q3 2023 | 32 |
GIRARD PARTNERS LTD. | 32 | 32 | 0.02% | 0.52% | 2.14% | Q3 2015 | Q2 2023 | 32 |
Fisher Asset Management, LLC | 28 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
SENTINEL TRUST CO LBA | 31 | 1 | 0.03% | 1.41% | 2.91% | Q2 2013 | Q2 2022 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 4.02% | 5.32% | 7.48% | Q4 2015 | Q3 2023 | 32 |
Paragon Capital Management Ltd | 14 | 5 | 0.18% | 1.52% | 4.55% | Q3 2013 | Q1 2022 | 32 |
Fort Point Capital Partners LLC | 18 | 14 | 0.11% | 1.88% | 5.73% | Q3 2014 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.16% | 0.75% | 1.60% | Q4 2015 | Q3 2023 | 32 |
CENTRAL BANK & TRUST CO | 32 | 32 | 0.02% | 3.37% | 7.71% | Q4 2015 | Q3 2023 | 32 |
HBK Sorce Advisory LLC | 31 | 1 | 0.10% | 0.28% | 0.62% | Q4 2013 | Q3 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.04% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
FIRST FOUNDATION ADVISORS | 21 | 2 | 0.01% | 0.24% | 0.83% | Q4 2014 | Q3 2023 | 32 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.29% | 0.82% | Q2 2014 | Q4 2021 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.09% | 1.35% | 4.46% | Q1 2016 | Q3 2023 | 31 |
Sensible Financial Planning & Management, LLC. | 31 | 31 | 0.16% | 2.48% | 10.32% | Q3 2014 | Q1 2022 | 31 |
BANK OF HAWAII | 31 | 31 | 0.30% | 1.20% | 1.77% | Q1 2016 | Q3 2023 | 31 |
Quantitative Advantage, LLC | 31 | 31 | 0.30% | 1.37% | 2.91% | Q1 2014 | Q3 2021 | 31 |
MONETA GROUP INVESTMENT ADVISORS LLC | 25 | 6 | 0.12% | 0.30% | 0.41% | Q4 2015 | Q3 2023 | 31 |
Ancora Advisors LLC | 31 | 31 | 0.04% | 0.21% | 0.37% | Q1 2016 | Q3 2023 | 31 |
Tradewinds Capital Management, LLC | 19 | 2 | 0.00% | 0.47% | 7.20% | Q4 2013 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.32% | 1.12% | Q4 2015 | Q3 2023 | 31 |
Bray Capital Advisors | 18 | 3 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 31 |
Financial Architects, Inc | 24 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 31 |
Crestwood Advisors Group, LLC | 27 | 1 | 0.05% | 0.38% | 0.78% | Q2 2013 | Q3 2023 | 31 |
Neuberger Berman Group LLC | 23 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 31 |
M Holdings Securities, Inc. | 22 | 4 | 0.02% | 0.46% | 1.40% | Q4 2013 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.29% | 0.86% | 2.10% | Q1 2016 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.19% | 0.72% | 1.41% | Q4 2015 | Q3 2023 | 31 |
GM Advisory Group, LLC | 21 | 1 | 0.10% | 2.27% | 10.20% | Q1 2015 | Q3 2023 | 31 |
Chicago Partners Investment Group LLC | 16 | 5 | 0.01% | 0.16% | 0.76% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.62% | 1.71% | Q4 2015 | Q3 2023 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.85% | 2.17% | 4.98% | Q1 2014 | Q3 2023 | 31 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 1 | 0.01% | 0.13% | 0.85% | Q2 2013 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 19 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 31 |
WATERS PARKERSON & CO., LLC | 29 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 31 |
Peak Financial Management, Inc. | 30 | 1 | 3.84% | 4.80% | 7.19% | Q4 2015 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.02% | 0.20% | 0.76% | Q1 2016 | Q3 2023 | 31 |
High Falls Advisors, Inc | 31 | 31 | 0.06% | 2.67% | 6.13% | Q4 2015 | Q2 2023 | 31 |
ING GROEP NV | 18 | 1 | 0.02% | 1.73% | 7.52% | Q1 2013 | Q2 2022 | 30 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 30 | 30 | 0.02% | 0.43% | 2.73% | Q2 2016 | Q3 2023 | 30 |
Koshinski Asset Management, Inc. | 21 | 2 | 0.07% | 0.16% | 0.31% | Q4 2014 | Q3 2023 | 30 |
ALERUS FINANCIAL NA | 30 | 30 | 5.77% | 7.30% | 8.34% | Q2 2016 | Q3 2023 | 30 |
One Capital Management, LLC | 25 | 1 | 0.12% | 1.47% | 4.70% | Q1 2014 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 6.36% | 9.46% | 13.13% | Q2 2013 | Q3 2020 | 30 |
Filament LLC | 30 | 30 | 0.14% | 0.35% | 0.63% | Q2 2013 | Q3 2020 | 30 |
TRUE Private Wealth Advisors | 25 | 5 | 0.16% | 2.78% | 9.91% | Q4 2015 | Q3 2023 | 30 |
Krilogy Financial LLC | 29 | 1 | 0.03% | 0.12% | 0.41% | Q3 2015 | Q1 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 2.21% | 5.21% | 8.98% | Q2 2013 | Q3 2020 | 30 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 28 | 1 | 0.00% | 14.30% | 19.33% | Q3 2013 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.10% | 1.00% | 2.01% | Q2 2013 | Q3 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.22% | 1.24% | Q1 2016 | Q3 2023 | 30 |
SouthState Corp | 15 | 2 | 0.01% | 0.22% | 0.94% | Q2 2013 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.06% | 1.50% | 3.89% | Q2 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.34% | 3.74% | 10.34% | Q2 2016 | Q3 2023 | 30 |
STOCK YARDS BANK & TRUST CO | 24 | 1 | 0.04% | 0.48% | 1.07% | Q3 2013 | Q3 2023 | 29 |
PLANNING ALTERNATIVES LTD /ADV | 29 | 29 | 0.08% | 0.76% | 1.13% | Q1 2014 | Q1 2021 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 2 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 29 |
Freestone Capital Holdings, LLC | 27 | 2 | 0.17% | 2.33% | 4.95% | Q3 2015 | Q3 2023 | 29 |
Stearns Financial Services Group | 16 | 13 | 0.03% | 0.14% | 0.36% | Q2 2013 | Q3 2020 | 29 |
Cable Hill Partners, LLC | 23 | 6 | 0.17% | 18.57% | 30.86% | Q2 2016 | Q3 2023 | 29 |
Polaris Wealth Advisory Group, LLC | 18 | 1 | 0.00% | 2.16% | 5.21% | Q4 2013 | Q2 2021 | 29 |
FCA CORP /TX | 28 | 1 | 0.14% | 0.49% | 2.06% | Q2 2013 | Q4 2021 | 29 |
Horan Securities, Inc. | 15 | 6 | 0.04% | 1.04% | 2.92% | Q1 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 29 |
CENTRAL TRUST Co | 17 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.08% | 1.29% | 3.39% | Q3 2016 | Q3 2023 | 29 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 29 | 29 | 5.03% | 8.73% | 15.50% | Q4 2015 | Q4 2022 | 29 |
Homrich & Berg | 29 | 29 | 0.03% | 0.08% | 0.18% | Q3 2014 | Q3 2021 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.61% | 1.07% | 1.57% | Q3 2016 | Q3 2023 | 29 |
Barrett Asset Management, LLC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2021 | 29 |
USCA RIA LLC | 28 | 1 | 0.06% | 2.42% | 5.76% | Q2 2013 | Q2 2021 | 29 |
Estate Counselors, LLC | 14 | 2 | 0.05% | 1.19% | 4.77% | Q2 2013 | Q4 2022 | 29 |
IndexIQ Advisors LLC | 29 | 29 | 0.00% | 3.65% | 12.15% | Q2 2013 | Q2 2020 | 29 |
Brouwer & Janachowski, LLC | 29 | 29 | 0.04% | 0.27% | 0.97% | Q4 2013 | Q4 2020 | 29 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 8.10% | 10.66% | 13.65% | Q1 2016 | Q4 2022 | 28 |
Wilshire Advisors LLC | 20 | 8 | 5.36% | 10.72% | 17.25% | Q2 2016 | Q3 2023 | 28 |
Hilltop Holdings Inc. | 11 | 1 | 0.08% | 0.73% | 4.58% | Q1 2015 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.24% | 1.60% | 8.66% | Q4 2016 | Q3 2023 | 28 |
Karp Capital Management Corp | 21 | 3 | 0.04% | 1.22% | 5.18% | Q4 2014 | Q3 2022 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.29% | 1.35% | 2.52% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 0.86% | 3.57% | 6.32% | Q4 2016 | Q3 2023 | 28 |
DT Investment Partners, LLC | 23 | 2 | 0.02% | 8.29% | 14.48% | Q2 2013 | Q3 2023 | 28 |
FARR MILLER & WASHINGTON LLC/DC | 28 | 28 | 0.13% | 0.45% | 0.60% | Q4 2014 | Q3 2021 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.49% | 1.24% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 0.90% | 3.60% | 12.94% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.34% | 0.72% | 1.28% | Q4 2016 | Q3 2023 | 28 |
SigFig Wealth Management, LLC | 28 | 28 | 4.82% | 12.35% | 20.69% | Q4 2016 | Q3 2023 | 28 |
Smith Affiliated Capital Corp. | 26 | 2 | 0.00% | 0.05% | 0.27% | Q2 2010 | Q3 2017 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.21% | 0.52% | 1.27% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.09% | 1.36% | 3.67% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.06% | 2.05% | 5.26% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.18% | 0.67% | 1.54% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.08% | 0.67% | 2.14% | Q4 2016 | Q3 2023 | 28 |
Windham Capital Management, LLC | 19 | 9 | 0.08% | 9.13% | 30.37% | Q2 2014 | Q3 2023 | 28 |
Milliman Financial Risk Management LLC | 28 | 28 | 2.39% | 15.07% | 21.48% | Q4 2015 | Q3 2022 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.02% | 0.60% | 2.05% | Q1 2017 | Q4 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.13% | 0.42% | 0.73% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.15% | 0.92% | 2.26% | Q4 2016 | Q3 2023 | 28 |
Carnegie Capital Asset Management, LLC | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Valmark Advisers, Inc. | 28 | 28 | 0.01% | 0.19% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.05% | 0.15% | 0.38% | Q3 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.15% | 0.49% | Q4 2016 | Q3 2023 | 28 |
TOTAL INVESTMENT MANAGEMENT INC | 28 | 28 | 0.16% | 0.76% | 10.96% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.04% | 2.42% | 6.17% | Q4 2016 | Q3 2023 | 28 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22 | 1 | 0.11% | 0.39% | 1.11% | Q4 2014 | Q3 2022 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 3.43% | 9.95% | 19.12% | Q4 2016 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.51% | 0.65% | 1.04% | Q2 2013 | Q1 2020 | 28 |
RKL Wealth Management LLC | 28 | 28 | 0.09% | 0.26% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.34% | 4.12% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 26 | 2 | 0.00% | 1.95% | 2.75% | Q4 2014 | Q3 2023 | 28 |
Stone House Investment Management, LLC | 15 | 12 | 0.13% | 4.08% | 7.85% | Q4 2016 | Q3 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.06% | 1.17% | 3.62% | Q1 2017 | Q3 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 12 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Lido Advisors, LLC | 19 | 8 | 0.01% | 0.16% | 1.09% | Q2 2016 | Q3 2023 | 27 |
CWA Asset Management Group, LLC | 14 | 13 | 0.05% | 0.28% | 0.72% | Q4 2016 | Q3 2023 | 27 |
Smith & Howard Wealth Management, LLC | 17 | 3 | 0.00% | 6.07% | 14.39% | Q2 2013 | Q3 2023 | 27 |
Concorde Asset Management, LLC | 24 | 1 | 0.16% | 0.57% | 1.19% | Q2 2015 | Q3 2023 | 27 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 5 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 27 |
Pekin Hardy Strauss, Inc. | 27 | 27 | 0.04% | 0.30% | 0.86% | Q3 2015 | Q1 2022 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.28% | 6.39% | 14.11% | Q4 2016 | Q2 2023 | 27 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 4 | 0.00% | 0.08% | 0.86% | Q2 2013 | Q3 2023 | 27 |
Cordasco Financial Network | 27 | 27 | 0.04% | 0.95% | 1.80% | Q4 2015 | Q2 2022 | 27 |
Orgel Wealth Management, LLC | 27 | 27 | 0.07% | 1.30% | 5.95% | Q4 2016 | Q2 2023 | 27 |
CKW FINANCIAL GROUP | 26 | 1 | 0.03% | 0.32% | 0.56% | Q2 2015 | Q3 2022 | 27 |
Sheaff Brock Investment Advisors, LLC | 27 | 27 | 0.02% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 27 |
NewFocus Financial Group, LLC | 27 | 27 | 0.20% | 0.36% | 0.53% | Q2 2014 | Q4 2020 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.37% | 0.69% | 2.05% | Q4 2016 | Q3 2023 | 27 |
Proficio Capital Partners LLC | 20 | 1 | 0.00% | 0.44% | 2.85% | Q1 2016 | Q2 2023 | 27 |
QUATTRO FINANCIAL ADVISORS LLC | 27 | 27 | 0.00% | 8.14% | 21.23% | Q1 2017 | Q3 2023 | 27 |
BURNEY CO/ | 26 | 1 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 27 |
Ballentine Partners, LLC | 26 | 1 | 0.00% | 0.12% | 0.21% | Q2 2016 | Q3 2023 | 27 |
WealthPLAN Partners, LLC | 19 | 1 | 0.02% | 0.12% | 0.23% | Q4 2015 | Q4 2023 | 27 |
LCNB CORP | 21 | 6 | 0.14% | 0.32% | 0.79% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.07% | 0.09% | 0.16% | Q1 2017 | Q3 2023 | 27 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 1.51% | 3.54% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.22% | 0.38% | 0.52% | Q2 2013 | Q4 2019 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.00% | 0.09% | 0.32% | Q4 2016 | Q4 2023 | 27 |
MISSION WEALTH MANAGEMENT, LP | 27 | 27 | 0.05% | 0.71% | 3.14% | Q1 2017 | Q3 2023 | 27 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 13 | 0.15% | 2.49% | 7.74% | Q2 2013 | Q3 2023 | 27 |
Artemis Wealth Advisors, LLC | 27 | 27 | 0.00% | 0.09% | 0.53% | Q1 2017 | Q3 2023 | 27 |
BANQUE PICTET & CIE SA | 24 | 3 | 0.00% | 0.07% | 0.17% | Q2 2014 | Q1 2023 | 27 |
Fortis Advisors, LLC | 26 | 26 | 0.03% | 1.70% | 4.85% | Q2 2017 | Q3 2023 | 26 |
Fund Evaluation Group, LLC | 23 | 1 | 0.03% | 2.90% | 6.65% | Q1 2015 | Q3 2023 | 26 |
New Capital Management LP | 18 | 1 | 0.95% | 2.33% | 9.00% | Q4 2016 | Q3 2023 | 26 |
Regis Management CO LLC | 18 | 3 | 0.08% | 0.78% | 1.88% | Q1 2013 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.01% | 0.04% | 0.14% | Q3 2015 | Q4 2021 | 26 |
Essex Financial Services, Inc. | 11 | 1 | 0.03% | 0.19% | 0.46% | Q2 2013 | Q1 2022 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.02% | 0.08% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Syntal Capital Partners, LLC | 13 | 2 | 0.08% | 1.55% | 12.04% | Q1 2014 | Q3 2023 | 26 |
MASON STREET ADVISORS, LLC | 19 | 7 | 0.01% | 5.49% | 21.32% | Q1 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.09% | 0.43% | 0.85% | Q2 2013 | Q3 2019 | 26 |
StrategIQ Financial Group, LLC | 26 | 26 | 0.03% | 0.12% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Partnervest Advisory Services LLC | 18 | 8 | 0.02% | 1.51% | 5.02% | Q2 2013 | Q3 2020 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 1.11% | 3.37% | 9.52% | Q2 2017 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.19% | Q2 2016 | Q3 2023 | 26 |
OARSMAN CAPITAL, INC. | 26 | 26 | 0.11% | 0.70% | 1.28% | Q2 2013 | Q3 2019 | 26 |
BerganKDV Wealth Management, LLC | 26 | 26 | 0.11% | 1.74% | 3.91% | Q1 2017 | Q2 2023 | 26 |
Sand Hill Global Advisors, LLC | 26 | 26 | 0.21% | 1.99% | 3.78% | Q2 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.04% | 0.95% | 3.64% | Q1 2017 | Q4 2023 | 26 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.33% | 0.62% | 0.85% | Q2 2013 | Q3 2019 | 26 |
Advocacy Wealth Management Services, LLC | 17 | 1 | 0.00% | 4.98% | 21.33% | Q2 2013 | Q3 2023 | 26 |
GAMBLE JONES INVESTMENT COUNSEL | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Mirae Asset Global Investments Co., Ltd. | 26 | 26 | 0.10% | 0.56% | 1.58% | Q2 2017 | Q3 2023 | 26 |
FIRST INTERSTATE BANK | 15 | 1 | 0.00% | 0.20% | 0.34% | Q1 2016 | Q3 2023 | 26 |
Providence First Trust Co | 26 | 26 | 2.75% | 4.38% | 5.52% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.41% | 0.67% | 1.55% | Q2 2017 | Q3 2023 | 26 |
Alliance Wealth Management Group | 19 | 1 | 0.17% | 1.13% | 4.60% | Q4 2015 | Q2 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 1.00% | 2.75% | 7.80% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.05% | 2.31% | 18.18% | Q4 2016 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.14% | 0.30% | Q2 2017 | Q3 2023 | 26 |
ROPES WEALTH ADVISORS LLC | 14 | 1 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q2 2022 | 26 |
LifePlan Financial Group, Inc | 22 | 4 | 0.02% | 0.95% | 3.40% | Q2 2013 | Q3 2020 | 26 |
BOK Financial Private Wealth, Inc. | 16 | 9 | 0.03% | 0.37% | 1.81% | Q2 2016 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.17% | 1.55% | Q3 2017 | Q3 2023 | 25 |
Edgemoor Investment Advisors, Inc. | 25 | 25 | 0.04% | 1.31% | 2.98% | Q3 2017 | Q3 2023 | 25 |
Astor Investment Management LLC | 11 | 1 | 0.08% | 2.13% | 6.76% | Q1 2014 | Q1 2022 | 25 |
Garde Capital, Inc. | 25 | 25 | 0.52% | 0.72% | 0.85% | Q2 2014 | Q2 2020 | 25 |
Crestone Asset Management LLC | 25 | 25 | 0.04% | 0.89% | 2.17% | Q4 2016 | Q4 2022 | 25 |
FormulaFolio Investments, LLC | 21 | 4 | 0.14% | 2.64% | 11.76% | Q4 2014 | Q2 2021 | 25 |
Madden Advisory Services, Inc. | 15 | 1 | 0.00% | 2.10% | 6.70% | Q2 2013 | Q3 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 6.78% | 17.80% | 23.99% | Q2 2013 | Q2 2019 | 25 |
Kistler-Tiffany Companies, LLC | 16 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q2 2023 | 25 |
Goldstein Munger & Associates | 16 | 9 | 0.09% | 0.31% | 0.71% | Q4 2009 | Q4 2016 | 25 |
ROCKLAND TRUST CO | 20 | 5 | 0.03% | 0.62% | 2.11% | Q4 2015 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.02% | 0.11% | 0.22% | Q4 2014 | Q4 2020 | 25 |
Vivaldi Capital Management LP | 24 | 1 | 0.00% | 0.19% | 0.66% | Q1 2017 | Q3 2023 | 25 |
United Bank | 25 | 25 | 0.16% | 0.23% | 0.35% | Q3 2017 | Q3 2023 | 25 |
Confluence Wealth Management LLC | 24 | 1 | 0.19% | 3.56% | 7.11% | Q1 2014 | Q3 2020 | 25 |
Stockman Wealth Management, Inc. | 25 | 25 | 0.15% | 0.27% | 0.40% | Q3 2017 | Q3 2023 | 25 |
Boston Partners | 24 | 24 | 0.00% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.12% | 0.29% | 0.67% | Q2 2013 | Q2 2019 | 25 |
SHUFRO ROSE & CO LLC | 17 | 8 | 0.02% | 0.07% | 0.22% | Q1 2016 | Q2 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.99% | 2.09% | 3.34% | Q2 2017 | Q2 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 13.49% | 19.92% | 27.39% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.13% | 0.93% | 2.82% | Q2 2017 | Q2 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 22 | 1 | 0.02% | 1.74% | 16.75% | Q3 2015 | Q3 2023 | 25 |
AlphaStar Capital Management, LLC | 25 | 25 | 0.10% | 0.66% | 3.23% | Q3 2017 | Q3 2023 | 25 |
Litman Gregory Wealth Management LLC | 22 | 1 | 0.02% | 2.12% | 4.26% | Q4 2016 | Q3 2023 | 25 |
SVA Wealth Management, LLC | 25 | 25 | 0.22% | 0.33% | 0.56% | Q4 2014 | Q4 2020 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.04% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 25 |
Riggs Asset Managment Co. Inc. | 16 | 9 | 0.00% | 0.12% | 0.68% | Q3 2014 | Q3 2023 | 25 |
Friedenthal Financial | 13 | 2 | 0.22% | 0.73% | 3.12% | Q4 2013 | Q1 2023 | 25 |
Veritable, L.P. | 16 | 8 | 0.01% | 0.01% | 0.04% | Q4 2012 | Q2 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.24% | 1.31% | 2.55% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.29% | 2.44% | 3.64% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.25% | 0.48% | 1.43% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.06% | 0.31% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 1.44% | 4.00% | 7.48% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.20% | 0.49% | 1.10% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 6.74% | 11.62% | 17.85% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.22% | 2.22% | 4.66% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.33% | 1.35% | 12.10% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.20% | 0.59% | 1.02% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.31% | 0.61% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Bogart Wealth, LLC | 24 | 24 | 0.00% | 0.07% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Howard Capital Management Inc. | 24 | 24 | 1.57% | 6.62% | 13.83% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.09% | 1.03% | 2.97% | Q4 2016 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.13% | 0.66% | 2.24% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 0.20% | 0.98% | 3.99% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.12% | 2.02% | 16.80% | Q4 2017 | Q3 2023 | 24 |
Meridian Wealth Management, LLC | 18 | 1 | 0.09% | 0.22% | 0.39% | Q4 2016 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.15% | 0.29% | Q4 2017 | Q3 2023 | 24 |
GenTrust, LLC | 24 | 24 | 0.14% | 0.78% | 4.24% | Q4 2017 | Q3 2023 | 24 |
Avalon Investment & Advisory | 22 | 2 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q1 2023 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 0.01% | 4.32% | 9.02% | Q4 2016 | Q3 2023 | 24 |
DIVIDEND ASSETS CAPITAL, LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.25% | 1.09% | 2.37% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 22 | 2 | 0.02% | 0.76% | 5.43% | Q2 2016 | Q3 2023 | 24 |
V Wealth Advisors LLC | 19 | 2 | 0.02% | 1.06% | 3.00% | Q1 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.41% | 0.87% | Q4 2017 | Q3 2023 | 24 |
Perella Weinberg Partners Capital Management LP | 19 | 5 | 0.45% | 1.20% | 2.57% | Q1 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.09% | 0.64% | 0.90% | Q2 2013 | Q1 2019 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VIRGINIA /VA | 20 | 4 | 0.03% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 24 |
Bison Wealth, LLC | 14 | 10 | 0.02% | 0.15% | 0.23% | Q2 2016 | Q2 2022 | 24 |
Sunbelt Securities, Inc. | 21 | 1 | 0.02% | 0.42% | 1.68% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.29% | 0.40% | 0.60% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 1.62% | 2.38% | 3.82% | Q4 2017 | Q3 2023 | 24 |
SEI INVESTMENTS CO | 18 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2021 | 24 |
FIRST CITIZENS BANK & TRUST CO | 24 | 24 | 0.04% | 1.88% | 15.09% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.30% | 1.18% | 2.59% | Q4 2017 | Q3 2023 | 24 |
Van Hulzen Asset Management, LLC | 15 | 1 | 0.06% | 1.67% | 4.09% | Q4 2013 | Q3 2023 | 24 |
Pictet North America Advisors SA | 24 | 24 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q1 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.02% | 1.99% | 8.57% | Q4 2016 | Q3 2023 | 24 |
Capstone Financial Advisors, Inc. | 10 | 6 | 0.06% | 1.13% | 7.36% | Q4 2014 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.19% | 0.65% | 2.39% | Q3 2017 | Q3 2023 | 24 |
Pinnacle Advisory Group, Inc. | 18 | 1 | 0.02% | 0.51% | 2.70% | Q1 2014 | Q1 2021 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.05% | 4.47% | 14.72% | Q4 2017 | Q3 2023 | 24 |
Fiera Capital Corp | 23 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
Retirement Systems of Alabama | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Gateway Advisory, LLC | 20 | 1 | 0.06% | 0.22% | 1.03% | Q4 2015 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
NAPLES GLOBAL ADVISORS, LLC | 24 | 24 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q4 2021 | 24 |
DIMENSION CAPITAL MANAGEMENT LLC | 22 | 2 | 0.04% | 0.37% | 1.38% | Q1 2017 | Q1 2023 | 24 |
W.G. Shaheen & Associates DBA Whitney & Co | 19 | 5 | 0.05% | 2.10% | 6.06% | Q2 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.06% | 0.36% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.10% | 0.25% | 1.83% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.51% | 1.08% | Q4 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
RPg Family Wealth Advisory, LLC | 12 | 4 | 0.01% | 0.18% | 1.18% | Q4 2015 | Q1 2022 | 24 |
Sigma Investment Management Co | 24 | 24 | 15.46% | 30.65% | 46.64% | Q1 2013 | Q4 2018 | 24 |
PRUDENTIAL PLC | 13 | 4 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 24 |
JOHN G ULLMAN & ASSOCIATES INC | 21 | 1 | 0.04% | 0.21% | 0.42% | Q1 2015 | Q1 2022 | 24 |
TD Ameritrade Trust Co | 24 | 24 | 0.71% | 3.01% | 4.28% | Q2 2013 | Q1 2019 | 24 |
INR ADVISORY SERVICES LLC | 24 | 24 | 0.01% | 0.10% | 0.40% | Q2 2013 | Q1 2019 | 24 |
GREATMARK INVESTMENT PARTNERS, INC. | 24 | 24 | 0.20% | 0.39% | 0.90% | Q2 2013 | Q1 2019 | 24 |
PACIFIC FINANCIAL GROUP INC | 20 | 2 | 0.32% | 1.52% | 3.45% | Q4 2014 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.18% | 0.66% | 1.49% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.22% | 0.71% | 1.28% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 4.21% | 6.53% | 9.44% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.29% | 0.81% | 2.05% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.22% | 0.58% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Virtue Capital Management, LLC | 24 | 24 | 0.18% | 10.32% | 71.69% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.51% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.84% | 1.32% | 2.45% | Q4 2017 | Q3 2023 | 24 |
Divergent Wealth Advisors | 24 | 24 | 3.06% | 9.34% | 15.31% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.40% | 2.05% | 4.81% | Q4 2017 | Q3 2023 | 24 |
Westwind Capital | 24 | 24 | 0.02% | 0.13% | 1.63% | Q1 2018 | Q4 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.38% | 1.02% | Q1 2018 | Q3 2023 | 23 |
CONNABLE OFFICE INC | 15 | 1 | 0.04% | 1.20% | 4.23% | Q3 2015 | Q3 2023 | 23 |
Personal Capital Advisors Corp | 22 | 1 | 0.01% | 0.05% | 0.30% | Q2 2015 | Q4 2022 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.49% | 1.30% | 3.54% | Q1 2018 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 23 | 23 | 0.02% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 23 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 2 | 0.03% | 0.53% | 2.19% | Q2 2016 | Q3 2023 | 23 |
ALTFEST L J & CO INC | 23 | 23 | 0.10% | 0.16% | 0.35% | Q1 2018 | Q3 2023 | 23 |
SHELTON CAPITAL MANAGEMENT | 23 | 23 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q4 2018 | 23 |
Mitsubishi UFJ Trust & Banking Corp | 23 | 23 | 0.04% | 0.24% | 0.41% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 4.82% | 6.14% | 7.42% | Q1 2018 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 20 | 3 | 0.01% | 0.07% | 0.28% | Q4 2017 | Q3 2023 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.03% | 0.56% | 1.18% | Q4 2017 | Q2 2023 | 23 |
Alpha Cubed Investments, LLC | 19 | 4 | 0.12% | 0.71% | 1.96% | Q2 2016 | Q3 2023 | 23 |
TRUST CO OF TOLEDO NA /OH/ | 19 | 4 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q4 2023 | 23 |
Ridgewood Investments LLC | 21 | 2 | 0.10% | 0.22% | 0.34% | Q4 2016 | Q2 2023 | 23 |
Leonetti & Associates, LLC | 23 | 23 | 0.10% | 7.85% | 10.17% | Q2 2013 | Q4 2018 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.27% | 1.86% | 4.70% | Q4 2017 | Q2 2023 | 23 |
1834 INVESTMENT ADVISORS CO | 23 | 23 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2022 | 23 |
BROWN BROTHERS HARRIMAN & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
Rampart Investment Management Company, LLC | 23 | 23 | 0.03% | 0.24% | 0.99% | Q4 2014 | Q2 2020 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.20% | 0.34% | 0.64% | Q2 2013 | Q1 2019 | 23 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 0.02% | 0.18% | 0.37% | Q3 2017 | Q3 2023 | 23 |
Holistic Financial Partners | 15 | 8 | 0.34% | 0.97% | 1.94% | Q4 2017 | Q3 2023 | 23 |
RiverFront Investment Group, LLC | 8 | 1 | 0.01% | 0.47% | 4.58% | Q4 2010 | Q3 2023 | 23 |
McAdam, LLC | 23 | 23 | 0.21% | 0.42% | 0.64% | Q1 2018 | Q3 2023 | 23 |
Sowell Financial Services LLC | 10 | 2 | 0.45% | 1.19% | 2.73% | Q4 2016 | Q3 2023 | 23 |
Telos Capital Management, Inc. | 14 | 1 | 0.03% | 0.52% | 0.98% | Q1 2014 | Q1 2022 | 23 |
Silverleafe Capital Partners, LLC | 17 | 1 | 1.96% | 6.35% | 9.64% | Q4 2017 | Q4 2023 | 23 |
Wealth Architects, LLC | 13 | 2 | 0.04% | 0.18% | 0.48% | Q4 2014 | Q2 2022 | 23 |
MAKENA CAPITAL MANAGEMENT LLC | 19 | 4 | 0.34% | 2.08% | 6.23% | Q1 2014 | Q3 2020 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2021 | 23 |
PITTENGER & ANDERSON INC | 20 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.12% | 0.25% | 0.60% | Q1 2018 | Q3 2023 | 23 |
LVW Advisors, LLC | 23 | 23 | 0.05% | 4.44% | 7.52% | Q4 2014 | Q2 2020 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.06% | 2.09% | 4.82% | Q2 2013 | Q4 2018 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Compass Financial Group, Inc. | 12 | 11 | 0.82% | 3.07% | 4.92% | Q4 2015 | Q3 2023 | 23 |
WEST PACES ADVISORS INC. | 23 | 23 | 0.01% | 0.38% | 0.72% | Q4 2016 | Q2 2022 | 23 |
GRIMES & COMPANY, INC. | 23 | 23 | 0.03% | 0.77% | 7.74% | Q1 2018 | Q3 2023 | 23 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.11% | 0.31% | 0.99% | Q2 2013 | Q1 2020 | 22 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 21 | 1 | 0.01% | 0.08% | 0.20% | Q3 2016 | Q4 2022 | 22 |
Cardan Capital Partners, LLC | 22 | 22 | 0.41% | 1.47% | 4.58% | Q4 2015 | Q1 2021 | 22 |
CAPE COD FIVE CENTS SAVINGS BANK | 22 | 22 | 0.06% | 0.17% | 0.65% | Q2 2013 | Q3 2018 | 22 |
NTV ASSET MANAGEMENT LLC | 10 | 3 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.28% | 1.04% | 3.50% | Q4 2017 | Q3 2023 | 22 |
Paragon Capital Management LLC | 13 | 9 | 1.00% | 1.54% | 2.42% | Q2 2015 | Q3 2021 | 22 |
Redwood Investment Management, LLC | 15 | 7 | 0.27% | 2.48% | 8.71% | Q4 2017 | Q3 2023 | 22 |
JACOBSON & SCHMITT ADVISORS, LLC | 22 | 22 | 0.12% | 1.46% | 4.94% | Q4 2016 | Q1 2022 | 22 |
Foothills Asset Management, Ltd. | 22 | 22 | 0.16% | 0.48% | 0.94% | Q4 2014 | Q1 2020 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 22 |
WESTWOOD HOLDINGS GROUP INC | 21 | 1 | 0.00% | 0.05% | 0.22% | Q2 2017 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.02% | 0.53% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.12% | 0.34% | Q1 2015 | Q3 2023 | 22 |
Alexandria Capital, LLC | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Rothschild Capital Partners, LLC | 19 | 3 | 0.13% | 1.67% | 7.44% | Q2 2017 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 22 | 22 | 0.01% | 0.78% | 2.24% | Q1 2017 | Q2 2022 | 22 |
Stewardship Financial Advisors, LLC | 22 | 22 | 0.05% | 3.89% | 7.78% | Q4 2015 | Q1 2021 | 22 |
Frontier Wealth Management LLC | 11 | 3 | 0.00% | 0.10% | 0.31% | Q3 2015 | Q2 2022 | 22 |
Arbor Investment Advisors, LLC | 21 | 1 | 0.10% | 0.75% | 1.75% | Q4 2015 | Q3 2023 | 22 |
Bryn Mawr Capital Management, LLC | 18 | 4 | 0.05% | 0.55% | 3.59% | Q4 2016 | Q3 2023 | 22 |
CEDAR CAPITAL, LLC | 22 | 22 | 0.16% | 1.85% | 7.62% | Q2 2016 | Q3 2021 | 22 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 9 | 0.00% | 0.25% | 2.07% | Q4 2016 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.02% | 0.35% | 1.04% | Q4 2017 | Q1 2023 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 5 | 0.05% | 0.13% | 0.28% | Q1 2017 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 3.55% | 5.41% | 8.91% | Q4 2017 | Q3 2023 | 22 |
1832 Asset Management L.P. | 14 | 1 | 0.00% | 0.09% | 1.07% | Q1 2014 | Q3 2023 | 22 |
Newman Dignan & Sheerar, Inc. | 22 | 22 | 0.01% | 0.35% | 0.98% | Q3 2015 | Q4 2020 | 22 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 10 | 1 | 0.00% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 22 |
BTC Capital Management, Inc. | 21 | 1 | 0.12% | 0.19% | 0.44% | Q1 2018 | Q3 2023 | 22 |
WINTRUST INVESTMENTS LLC | 9 | 2 | 0.02% | 0.42% | 1.87% | Q2 2016 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.02% | 0.12% | 0.30% | Q4 2017 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 2 | 0.02% | 0.22% | 0.63% | Q3 2017 | Q3 2023 | 22 |
Eldridge Investment Advisors, Inc. | 20 | 1 | 0.21% | 2.84% | 5.40% | Q4 2017 | Q1 2023 | 21 |
Summit X, LLC | 21 | 21 | 0.03% | 1.28% | 2.82% | Q3 2018 | Q3 2023 | 21 |
MACKENZIE FINANCIAL CORP | 11 | 10 | 0.02% | 0.19% | 0.35% | Q4 2017 | Q3 2023 | 21 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.38% | 2.10% | 11.88% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.20% | 0.48% | 0.82% | Q1 2015 | Q2 2020 | 21 |
Janney Capital Management LLC | 18 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2022 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.35% | 1.14% | 2.69% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.33% | 0.46% | 1.00% | Q1 2017 | Q3 2023 | 21 |
AMERICAN NATIONAL BANK | 20 | 1 | 0.00% | 0.22% | 0.42% | Q2 2017 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.08% | 0.22% | 0.57% | Q4 2016 | Q4 2021 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.02% | 0.44% | 0.93% | Q1 2017 | Q2 2022 | 21 |
JCIC Asset Management Inc. | 16 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 21 |
StoneX Group Inc. | 18 | 3 | 0.22% | 1.40% | 3.88% | Q3 2017 | Q3 2023 | 21 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.11% | 0.50% | Q4 2015 | Q3 2023 | 21 |
ARS Wealth Advisors, LLC | 21 | 21 | 0.06% | 2.91% | 7.23% | Q2 2016 | Q2 2021 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21 | 21 | 0.02% | 2.32% | 7.43% | Q3 2018 | Q3 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 0.03% | 0.07% | 0.13% | Q3 2016 | Q3 2021 | 21 |
D.B. Root & Company, LLC | 20 | 1 | 0.13% | 0.55% | 1.43% | Q4 2017 | Q2 2023 | 21 |
Simmons Bank | 19 | 1 | 0.02% | 0.21% | 0.74% | Q3 2017 | Q3 2023 | 21 |
C-J Advisory, Inc. | 21 | 21 | 6.53% | 7.20% | 9.42% | Q3 2016 | Q3 2021 | 21 |
Compagnie Lombard Odier SCmA | 17 | 4 | 0.00% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.17% | 0.62% | 1.98% | Q4 2017 | Q4 2022 | 21 |
Members Trust Co | 14 | 2 | 5.43% | 14.27% | 24.12% | Q2 2016 | Q3 2023 | 21 |
Stillwater Capital Advisors, LLC | 21 | 21 | 0.08% | 0.14% | 0.22% | Q3 2018 | Q3 2023 | 21 |
COMERICA SECURITIES INC | 11 | 1 | 0.31% | 0.45% | 0.98% | Q2 2013 | Q4 2018 | 21 |
Chandler Asset Management, Inc. | 21 | 21 | 0.48% | 0.71% | 1.26% | Q3 2018 | Q3 2023 | 21 |
AFT, FORSYTH & COMPANY, INC. | 19 | 2 | 0.17% | 0.32% | 1.36% | Q2 2013 | Q2 2022 | 21 |
Resource Planning Group | 21 | 21 | 10.49% | 17.72% | 24.14% | Q3 2018 | Q3 2023 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 6.58% | 10.19% | 14.43% | Q2 2018 | Q3 2023 | 21 |
New England Investment & Retirement Group, Inc. | 12 | 2 | 0.15% | 1.90% | 7.39% | Q1 2015 | Q3 2021 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 1.61% | 2.42% | 3.53% | Q4 2017 | Q4 2022 | 21 |
Ullmann Wealth Partners Group, LLC | 20 | 1 | 0.01% | 0.88% | 1.61% | Q2 2017 | Q3 2023 | 21 |
Kohmann Bosshard Financial Services, LLC | 21 | 21 | 0.11% | 0.83% | 1.66% | Q3 2018 | Q3 2023 | 21 |
Legacy Private Trust Co. | 20 | 1 | 0.06% | 3.28% | 5.72% | Q2 2013 | Q3 2023 | 21 |
Advisory Alpha, LLC | 11 | 10 | 0.00% | 0.14% | 0.48% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 1.12% | 1.77% | 2.41% | Q3 2018 | Q3 2023 | 21 |
Atwater Malick LLC | 20 | 20 | 0.78% | 1.08% | 1.30% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 1.60% | 3.03% | 5.30% | Q4 2018 | Q3 2023 | 20 |
NYL Investors LLC | 20 | 20 | 0.12% | 0.85% | 1.74% | Q4 2018 | Q3 2023 | 20 |
Archford Capital Strategies, LLC | 16 | 1 | 0.01% | 1.45% | 2.81% | Q4 2014 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 0.33% | 0.49% | 0.62% | Q2 2013 | Q1 2018 | 20 |
River Wealth Advisors LLC | 20 | 20 | 0.05% | 0.14% | 0.30% | Q1 2018 | Q4 2022 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.78% | 1.95% | 2.61% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.10% | 3.15% | 5.83% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.34% | 1.43% | 4.19% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 3.29% | 6.87% | 10.18% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.75% | 1.37% | 1.94% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 2.37% | 3.14% | 4.42% | Q4 2018 | Q3 2023 | 20 |
MAR VISTA INVESTMENT PARTNERS LLC | 20 | 20 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q4 2017 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.73% | 1.07% | 1.77% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.97% | 1.93% | 3.15% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.15% | 0.50% | 2.85% | Q4 2018 | Q3 2023 | 20 |
Covenant Multifamily Offices, LLC | 11 | 1 | 0.00% | 0.21% | 0.79% | Q4 2013 | Q3 2021 | 20 |
First PREMIER Bank | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 17 | 3 | 5.73% | 8.25% | 9.25% | Q3 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.16% | 0.74% | 1.73% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.32% | 0.73% | 2.56% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.08% | 0.18% | 0.29% | Q4 2013 | Q3 2018 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.19% | 0.38% | 0.69% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.09% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Advisory Resource Group | 20 | 20 | 0.06% | 0.49% | 2.59% | Q4 2018 | Q3 2023 | 20 |
JOYN Advisors, Inc. | 7 | 1 | 0.05% | 0.31% | 1.56% | Q2 2013 | Q1 2020 | 20 |
Peachtree Investment Advisors, Inc. | 20 | 20 | 0.39% | 2.78% | 5.17% | Q4 2013 | Q3 2018 | 20 |
Capital Asset Advisory Services LLC | 13 | 3 | 0.19% | 4.51% | 10.50% | Q4 2016 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.15% | 0.27% | 0.36% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.22% | 3.28% | 5.41% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.05% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Taylor Hoffman Wealth Management | 20 | 20 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q3 2022 | 20 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.31% | 0.60% | Q1 2016 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 2.77% | 4.37% | 9.46% | Q4 2018 | Q3 2023 | 20 |
BEACON FINANCIAL GROUP | 20 | 20 | 0.04% | 0.05% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 3.06% | 5.35% | 9.18% | Q4 2015 | Q3 2020 | 20 |
Bristlecone Advisors, LLC | 14 | 1 | 0.04% | 0.87% | 3.75% | Q4 2015 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.02% | 0.40% | 1.15% | Q1 2016 | Q4 2020 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 2.34% | 3.88% | 12.09% | Q4 2018 | Q3 2023 | 20 |
PDS Planning, Inc | 20 | 20 | 0.56% | 3.91% | 6.62% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.24% | 0.70% | 2.42% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 1.24% | 2.30% | 4.13% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.07% | 0.26% | 0.51% | Q4 2018 | Q3 2023 | 20 |
SIMON QUICK ADVISORS, LLC | 19 | 1 | 0.01% | 0.28% | 1.06% | Q3 2018 | Q3 2023 | 20 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 11 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 20 |
Elwood & Goetz Wealth Advisory Group, LLC | 20 | 20 | 7.92% | 11.26% | 14.22% | Q4 2018 | Q3 2023 | 20 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 20 |
Angeles Investment Advisors, LLC | 20 | 20 | 0.04% | 1.09% | 18.69% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.20% | 1.08% | Q1 2018 | Q3 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.80% | 7.29% | 13.01% | Q4 2018 | Q3 2023 | 20 |
BOSTON RESEARCH & MANAGEMENT INC | 20 | 20 | 0.11% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.02% | 0.37% | 0.82% | Q2 2018 | Q1 2023 | 20 |
Visionary Asset Management, Inc. | 19 | 1 | 0.00% | 4.28% | 11.87% | Q3 2013 | Q3 2018 | 20 |
Fernwood Investment Management, LLC | 18 | 1 | 0.08% | 0.18% | 0.31% | Q4 2015 | Q4 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.61% | 3.14% | Q4 2014 | Q3 2019 | 20 |
Summit Trail Advisors, LLC | 15 | 2 | 0.30% | 1.56% | 3.78% | Q4 2017 | Q3 2023 | 20 |
Wall Capital Group, Inc. | 13 | 1 | 0.06% | 3.79% | 28.37% | Q1 2017 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 1.20% | 6.36% | 10.64% | Q1 2018 | Q4 2022 | 20 |
Blankinship & Foster, LLC | 20 | 20 | 0.49% | 0.95% | 2.63% | Q4 2018 | Q3 2023 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 12.74% | 22.89% | 40.64% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.28% | 0.52% | 0.88% | Q4 2017 | Q3 2022 | 20 |
NIXON PEABODY TRUST CO | 20 | 20 | 0.09% | 0.43% | 1.39% | Q2 2017 | Q1 2022 | 20 |
Intelligence Driven Advisers, LLC | 20 | 20 | 0.05% | 2.42% | 17.09% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.05% | 0.22% | 0.48% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.19% | 0.39% | Q4 2018 | Q3 2023 | 20 |
PROTECTIVE LIFE CORP | 20 | 20 | 14.36% | 17.30% | 22.94% | Q3 2018 | Q2 2023 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.28% | 0.91% | 1.54% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.06% | 0.27% | Q4 2018 | Q3 2023 | 20 |
KG&L Capital Management,LLC | 20 | 20 | 1.72% | 2.67% | 4.32% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.11% | 0.96% | 1.89% | Q4 2018 | Q3 2023 | 20 |
Weaver Consulting Group | 19 | 19 | 0.14% | 1.62% | 3.67% | Q1 2019 | Q3 2023 | 19 |
INGALLS & SNYDER LLC | 19 | 19 | 0.06% | 0.19% | 0.45% | Q1 2019 | Q3 2023 | 19 |
TEXAS CAPITAL BANCSHARES INC/TX | 15 | 4 | 0.46% | 3.80% | 8.31% | Q1 2016 | Q3 2023 | 19 |
RATIONAL ADVISORS LLC | 11 | 8 | 0.17% | 5.59% | 10.33% | Q1 2018 | Q3 2023 | 19 |
Country Club Trust Company, n.a. | 9 | 4 | 0.03% | 0.30% | 1.05% | Q2 2013 | Q4 2021 | 19 |
Independence Trust CO | 19 | 19 | 0.37% | 0.64% | 1.08% | Q2 2013 | Q4 2017 | 19 |
Covington Capital Management | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 19 |
AlphaMark Advisors, LLC | 11 | 1 | 0.01% | 0.06% | 0.29% | Q2 2013 | Q2 2018 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.81% | 1.53% | 3.32% | Q2 2013 | Q4 2017 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 2.40% | 7.21% | Q2 2013 | Q1 2019 | 19 |
Busey Bank | 17 | 2 | 0.04% | 0.14% | 0.27% | Q1 2018 | Q3 2023 | 19 |
PALLADIUM PARTNERS LLC | 9 | 1 | 0.01% | 0.31% | 0.76% | Q2 2013 | Q2 2021 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 1.33% | 2.59% | 3.41% | Q2 2013 | Q4 2017 | 19 |
Charles Schwab Investment Advisory, Inc. | 11 | 1 | 0.00% | 0.27% | 1.14% | Q2 2018 | Q3 2023 | 19 |
Cougar Global Investments Ltd | 19 | 19 | 1.61% | 7.85% | 14.31% | Q1 2016 | Q3 2020 | 19 |
Crabel Capital Management, LLC | 9 | 2 | 0.13% | 1.60% | 3.81% | Q4 2017 | Q3 2023 | 19 |
Simply Money Advisors | 18 | 1 | 0.00% | 6.46% | 12.76% | Q2 2013 | Q1 2018 | 19 |
Executive Wealth Management, LLC | 19 | 19 | 0.03% | 0.85% | 2.11% | Q4 2018 | Q2 2023 | 19 |
Willingdon Wealth Management | 13 | 6 | 0.22% | 0.39% | 0.59% | Q4 2013 | Q1 2020 | 19 |
Donald L. Hagan, LLC | 18 | 1 | 0.20% | 6.61% | 18.37% | Q4 2014 | Q4 2022 | 19 |
Private Vista, LLC | 19 | 19 | 0.12% | 0.28% | 1.34% | Q4 2015 | Q2 2020 | 19 |
Wealthspire Advisors, L.P. | 15 | 4 | 0.02% | 0.09% | 1.22% | Q4 2015 | Q3 2020 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 4.04% | 5.62% | 7.86% | Q1 2019 | Q3 2023 | 19 |
VCU Investment Management Co | 19 | 19 | 2.46% | 20.66% | 49.09% | Q3 2017 | Q1 2022 | 19 |
Mass General Brigham, Inc | 12 | 2 | 6.14% | 50.30% | 100.00% | Q3 2016 | Q2 2023 | 19 |
Almanack Investment Partners, LLC. | 15 | 1 | 0.06% | 0.21% | 0.67% | Q4 2016 | Q3 2023 | 19 |
Armor Investment Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Broadview Financial Management, LLC | 18 | 1 | 0.19% | 3.13% | 5.60% | Q4 2017 | Q4 2022 | 19 |
Verdence Capital Advisors LLC | 18 | 1 | 0.07% | 1.53% | 3.72% | Q4 2017 | Q3 2023 | 19 |
Legacy Financial Strategies, LLC | 17 | 2 | 0.29% | 5.40% | 11.44% | Q4 2017 | Q3 2023 | 19 |
Northwest Capital Management Inc | 19 | 19 | 0.13% | 1.30% | 5.02% | Q1 2019 | Q3 2023 | 19 |
MayTech Global Investments, LLC | 19 | 19 | 0.04% | 0.14% | 0.50% | Q1 2018 | Q3 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.11% | 0.26% | Q4 2017 | Q2 2022 | 19 |
Burleson & Company, LLC | 16 | 3 | 0.36% | 2.12% | 5.21% | Q4 2017 | Q4 2022 | 19 |
Campbell Wealth Management | 16 | 3 | 0.12% | 13.21% | 22.90% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.29% | 0.84% | 1.40% | Q4 2018 | Q2 2023 | 19 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 | 1 | 0.07% | 0.28% | 0.45% | Q2 2018 | Q3 2023 | 19 |
Andesa Financial Management Inc. | 13 | 6 | 0.12% | 0.40% | 1.42% | Q4 2017 | Q1 2023 | 19 |
Summit Financial, LLC | 16 | 3 | 0.06% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 19 |
CRA Financial Services, LLC | 15 | 4 | 0.06% | 0.21% | 0.67% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.49% | 2.39% | Q4 2018 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 8.96% | 12.31% | 16.98% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.32% | 0.51% | 0.79% | Q1 2019 | Q3 2023 | 19 |
WealthNavi Inc. | 19 | 19 | 12.16% | 13.02% | 14.23% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.10% | 0.22% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.17% | 0.42% | 0.82% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.15% | 0.40% | 1.03% | Q1 2019 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.06% | 1.24% | 4.59% | Q2 2019 | Q4 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.07% | 0.36% | 0.64% | Q1 2019 | Q3 2023 | 19 |
MINOT CAPITAL, LP | 19 | 19 | 0.74% | 1.77% | 4.09% | Q4 2018 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.20% | 0.33% | 0.69% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.86% | 2.70% | 4.79% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q4 2017 | 19 |
BANK OF NOVA SCOTIA | 18 | 1 | 0.00% | 0.47% | 0.85% | Q2 2016 | Q4 2022 | 19 |
Matrix Trust Co | 18 | 18 | 5.23% | 6.24% | 7.44% | Q2 2019 | Q3 2023 | 18 |
TWIN CAPITAL MANAGEMENT INC | 18 | 18 | 0.45% | 0.57% | 0.73% | Q2 2016 | Q3 2020 | 18 |
Parisi Gray Wealth Management | 12 | 6 | 0.08% | 3.21% | 7.80% | Q4 2017 | Q3 2022 | 18 |
Schneider Downs Wealth Management Advisors, LP | 15 | 3 | 0.12% | 0.32% | 0.49% | Q4 2015 | Q1 2023 | 18 |
BRINKER CAPITAL INC | 12 | 6 | 0.04% | 1.32% | 2.98% | Q4 2015 | Q2 2020 | 18 |
ST GERMAIN D J CO INC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2023 | 18 |
Hedeker Wealth, LLC | 12 | 1 | 0.04% | 1.45% | 4.04% | Q4 2014 | Q3 2020 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 5 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 18 |
TimeScale Financial, Inc. | 17 | 1 | 0.02% | 0.24% | 1.24% | Q4 2018 | Q2 2023 | 18 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.02% | 0.98% | 4.07% | Q3 2013 | Q4 2022 | 18 |
Apollon Wealth Management, LLC | 18 | 18 | 0.08% | 0.70% | 1.81% | Q2 2019 | Q3 2023 | 18 |
Concert Wealth Management Inc. | 18 | 18 | 0.04% | 0.71% | 5.51% | Q2 2013 | Q3 2017 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 1 | 0.00% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.14% | 0.41% | 0.73% | Q2 2013 | Q3 2017 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.08% | 0.66% | 1.34% | Q2 2019 | Q3 2023 | 18 |
HARVEST CAPITAL MANAGEMENT INC | 18 | 18 | 1.00% | 1.71% | 2.84% | Q1 2015 | Q2 2019 | 18 |
Bank OZK | 9 | 2 | 0.07% | 0.11% | 0.20% | Q4 2015 | Q3 2022 | 18 |
Savant Capital, LLC | 18 | 18 | 0.04% | 0.20% | 0.51% | Q2 2019 | Q3 2023 | 18 |
BANK HAPOALIM BM | 11 | 2 | 0.01% | 0.06% | 0.33% | Q4 2013 | Q4 2018 | 18 |
Clarus Wealth Advisors | 18 | 18 | 0.01% | 2.09% | 4.97% | Q2 2018 | Q3 2022 | 18 |
TD Capital Management LLC | 17 | 1 | 0.00% | 5.76% | 8.57% | Q4 2016 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Windsor Capital Management, LLC | 18 | 18 | 1.64% | 1.91% | 2.26% | Q2 2013 | Q3 2017 | 18 |
Rain Capital Management, LLC | 15 | 3 | 0.01% | 0.70% | 4.00% | Q1 2016 | Q3 2023 | 18 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.10% | 0.29% | 0.42% | Q2 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.06% | 0.95% | 1.36% | Q2 2013 | Q3 2017 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 1.08% | 3.32% | 7.67% | Q1 2016 | Q3 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.10% | 0.15% | 0.20% | Q1 2014 | Q2 2018 | 18 |
Windsor Wealth Management, Inc. | 17 | 1 | 0.07% | 0.22% | 0.36% | Q4 2017 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.17% | 1.11% | 2.47% | Q2 2019 | Q3 2023 | 18 |
Robertson Stephens Wealth Management, LLC | 18 | 18 | 0.18% | 0.66% | 1.60% | Q2 2019 | Q3 2023 | 18 |
Westover Capital Advisors, LLC | 18 | 18 | 0.14% | 0.37% | 0.81% | Q2 2013 | Q3 2017 | 18 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 18 | 18 | 0.18% | 1.36% | 1.71% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 3.43% | 5.48% | 8.80% | Q2 2019 | Q3 2023 | 18 |
HORAN CAPITAL MANAGEMENT | 10 | 1 | 0.08% | 0.80% | 2.17% | Q1 2015 | Q4 2019 | 18 |
Cornerstone Wealth Group, LLC | 15 | 3 | 1.78% | 5.66% | 15.78% | Q1 2019 | Q3 2023 | 18 |
Higher Moment Capital LP | 17 | 1 | 2.08% | 33.58% | 64.54% | Q4 2013 | Q4 2018 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.04% | 0.15% | 0.61% | Q4 2017 | Q1 2022 | 18 |
BROWN ADVISORY INC | 10 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Bouchey Financial Group Ltd | 18 | 18 | 0.06% | 5.10% | 8.82% | Q2 2019 | Q3 2023 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.06% | 0.14% | 0.34% | Q3 2016 | Q4 2020 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.78% | 4.39% | 8.54% | Q2 2019 | Q3 2023 | 18 |
Modera Wealth Management, LLC | 13 | 1 | 0.02% | 0.12% | 0.27% | Q4 2013 | Q3 2023 | 18 |
Bank Pictet & Cie (Europe) AG | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
JT Stratford LLC | 18 | 18 | 0.06% | 0.41% | 1.32% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.34% | 1.61% | 3.26% | Q2 2013 | Q3 2017 | 18 |
RITHOLTZ WEALTH MANAGEMENT | 18 | 18 | 0.02% | 1.90% | 4.52% | Q2 2019 | Q3 2023 | 18 |
FIRST MERCHANTS CORP | 17 | 17 | 3.13% | 5.39% | 9.15% | Q3 2019 | Q3 2023 | 17 |
B. Riley Wealth Management, Inc. | 8 | 2 | 0.00% | 0.08% | 0.20% | Q1 2014 | Q2 2022 | 17 |
Hirtle Callaghan & Co LLC | 11 | 1 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 2.08% | 2.80% | 3.60% | Q1 2019 | Q1 2023 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 17 |
Evergreen Advisors, LLC | 17 | 17 | 0.70% | 21.56% | 36.84% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.24% | 0.48% | 1.42% | Q3 2019 | Q3 2023 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.64% | 1.01% | 1.69% | Q4 2019 | Q4 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.02% | 0.15% | 0.46% | Q2 2019 | Q3 2023 | 17 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 7 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.16% | 1.83% | 7.10% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q4 2023 | 17 |
Iowa State Bank | 14 | 3 | 0.10% | 0.33% | 0.79% | Q1 2016 | Q3 2023 | 17 |
Psagot Value Holdings Ltd. | 14 | 3 | 0.00% | 0.07% | 0.59% | Q2 2013 | Q3 2021 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.86% | 4.04% | 6.25% | Q4 2017 | Q4 2021 | 17 |
Merit Financial Group, LLC | 17 | 17 | 0.03% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.14% | 0.36% | 1.14% | Q2 2013 | Q2 2017 | 17 |
Trilogy Capital Inc. | 13 | 4 | 0.01% | 0.48% | 6.55% | Q4 2017 | Q3 2023 | 17 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.07% | 0.25% | Q2 2016 | Q2 2023 | 17 |
WASHINGTON TRUST BANK | 15 | 1 | 0.00% | 0.04% | 0.50% | Q1 2014 | Q2 2019 | 17 |
Elm Partners Management LLC | 11 | 1 | 0.00% | 0.63% | 1.88% | Q4 2018 | Q3 2023 | 17 |
Apexium Financial, LP | 16 | 1 | 0.47% | 0.89% | 3.00% | Q4 2018 | Q3 2023 | 17 |
THOMPSON DAVIS & CO., INC. | 15 | 2 | 0.00% | 0.07% | 0.35% | Q1 2015 | Q1 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 3.53% | 4.35% | 5.36% | Q1 2013 | Q1 2017 | 17 |
9258 Wealth Management, LLC | 16 | 1 | 0.22% | 1.98% | 2.75% | Q2 2019 | Q3 2023 | 17 |
Old Port Advisors | 10 | 1 | 0.11% | 0.30% | 0.60% | Q2 2018 | Q3 2023 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.10% | 0.63% | 1.71% | Q4 2018 | Q4 2022 | 17 |
Brickley Wealth Management | 17 | 17 | 0.06% | 0.09% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.65% | 2.15% | Q4 2019 | Q3 2023 | 17 |
Main Management LLC | 17 | 17 | 0.00% | 0.53% | 1.66% | Q3 2019 | Q3 2023 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.19% | 0.32% | 0.71% | Q3 2019 | Q3 2023 | 17 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 15 | 1 | 0.23% | 1.05% | 2.09% | Q2 2016 | Q3 2023 | 17 |
Miracle Mile Advisors, LLC | 16 | 1 | 0.02% | 0.44% | 1.12% | Q3 2016 | Q3 2023 | 17 |
Legacy Financial Advisors, Inc. | 11 | 6 | 0.02% | 2.72% | 8.89% | Q4 2017 | Q2 2023 | 17 |
Well Done, LLC | 8 | 1 | 0.01% | 0.47% | 5.58% | Q1 2016 | Q3 2023 | 17 |
BFSG, LLC | 14 | 3 | 0.06% | 0.57% | 1.73% | Q3 2017 | Q3 2023 | 17 |
1607 Capital Partners, LLC | 12 | 1 | 0.01% | 3.46% | 8.07% | Q2 2014 | Q4 2021 | 17 |
MV CAPITAL MANAGEMENT, INC. | 14 | 3 | 0.00% | 3.21% | 5.46% | Q4 2014 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 12 | 5 | 0.00% | 0.79% | 1.71% | Q2 2013 | Q2 2021 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Cribstone Capital Management, LLC | 16 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2020 | 17 |
Summit Asset Management, LLC | 15 | 2 | 0.22% | 0.44% | 0.73% | Q2 2016 | Q3 2023 | 17 |
MONEYWISE, INC. | 13 | 4 | 0.17% | 0.26% | 0.33% | Q3 2016 | Q1 2021 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.04% | 0.36% | 1.65% | Q2 2013 | Q2 2017 | 17 |
Checchi Capital Advisers, LLC | 17 | 17 | 0.02% | 0.05% | 0.24% | Q2 2019 | Q2 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.64% | 1.24% | 2.42% | Q3 2019 | Q3 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 2.73% | 3.39% | 3.94% | Q3 2019 | Q3 2023 | 17 |
Doyle Wealth Management | 17 | 17 | 0.02% | 1.02% | 2.76% | Q2 2018 | Q2 2022 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 8.65% | 10.61% | 12.22% | Q2 2013 | Q2 2017 | 17 |
Truepoint, Inc. | 9 | 1 | 0.01% | 0.08% | 0.30% | Q4 2015 | Q2 2022 | 17 |
SMITH SHELLNUT WILSON LLC /ADV | 9 | 8 | 1.59% | 3.51% | 16.26% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q1 2022 | 17 |
TOEWS CORP /ADV | 5 | 1 | 0.64% | 22.18% | 87.30% | Q2 2016 | Q4 2021 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.11% | 0.16% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Abbrea Capital, LLC | 11 | 6 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 17 |
Bell Bank | 15 | 2 | 1.04% | 3.02% | 4.10% | Q3 2015 | Q3 2023 | 17 |
Element Wealth, LLC | 16 | 16 | 0.68% | 1.54% | 5.20% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Roundview Capital LLC | 16 | 16 | 0.38% | 1.23% | 2.24% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.08% | 2.87% | 22.42% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.91% | 1.22% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.45% | 0.85% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Liquid Strategies, LLC | 16 | 16 | 11.56% | 28.07% | 43.58% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.05% | 0.74% | 1.30% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 9 | 2 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.36% | 0.47% | 0.60% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.03% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 16 |
Kalos Management, Inc. | 10 | 3 | 0.02% | 0.36% | 0.73% | Q4 2015 | Q2 2023 | 16 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 16 | 16 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q1 2017 | 16 |
McCollum Christoferson Group LLC | 16 | 16 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.30% | 0.92% | 2.77% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 1.19% | 1.41% | 1.83% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 2.33% | 2.80% | 3.71% | Q4 2019 | Q3 2023 | 16 |
Mosaic Family Wealth, LLC | 11 | 1 | 0.01% | 0.13% | 0.30% | Q4 2015 | Q2 2021 | 16 |
CIBC BANK USA | 11 | 2 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2019 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.06% | 0.20% | 0.70% | Q4 2019 | Q3 2023 | 16 |
First Command Bank | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.00% | 0.76% | 4.00% | Q1 2019 | Q4 2022 | 16 |
WRAPMANAGER INC | 11 | 5 | 0.98% | 3.12% | 5.20% | Q4 2015 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 2.80% | 4.08% | 6.62% | Q4 2017 | Q4 2021 | 16 |
First Command Financial Services, Inc. | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 15 | 1 | 0.06% | 1.24% | 2.08% | Q3 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.04% | 0.23% | 0.70% | Q4 2019 | Q3 2023 | 16 |
CAMG Solamere Management, LLC | 16 | 16 | 0.11% | 0.28% | 0.60% | Q4 2016 | Q3 2020 | 16 |
Clear Creek Financial Management, LLC | 10 | 6 | 0.09% | 0.31% | 1.31% | Q3 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.48% | 1.86% | 5.64% | Q4 2019 | Q3 2023 | 16 |
Timber Creek Capital Management LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.11% | 0.37% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.04% | 0.36% | Q2 2010 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.05% | 0.37% | 1.86% | Q3 2019 | Q3 2023 | 16 |
Stellar Capital Management, LLC | 15 | 1 | 0.24% | 0.36% | 0.46% | Q2 2016 | Q2 2020 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.19% | 0.36% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Baltimore-Washington Financial Advisors, Inc. | 10 | 1 | 0.02% | 0.36% | 0.91% | Q4 2013 | Q1 2022 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 0.68% | 3.85% | 5.39% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.73% | 1.28% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 2.49% | 2.89% | 3.28% | Q2 2013 | Q1 2017 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.10% | 1.74% | 15.17% | Q2 2016 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 1.06% | 2.25% | 6.38% | Q4 2019 | Q3 2023 | 16 |
DEARBORN PARTNERS LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Sompo Asset Management Co., Ltd. | 16 | 16 | 0.64% | 1.91% | 4.22% | Q3 2019 | Q2 2023 | 16 |
Calamos Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 1.65% | 6.39% | Q4 2019 | Q3 2023 | 16 |
Allen Capital Group, LLC | 6 | 1 | 0.00% | 1.00% | 15.34% | Q4 2017 | Q4 2022 | 16 |
LPWM LLC | 16 | 16 | 0.43% | 3.28% | 7.64% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 2.36% | 4.11% | 7.32% | Q4 2019 | Q3 2023 | 16 |
Financial Engines Advisors L.L.C. | 15 | 1 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 16 |
Investors Research Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.90% | 4.16% | 5.84% | Q4 2019 | Q3 2023 | 16 |
Moneda S.A. Administradora General de Fondos | 16 | 16 | 0.71% | 2.52% | 9.27% | Q4 2019 | Q3 2023 | 16 |
Lenox Wealth Management, Inc. | 8 | 2 | 0.00% | 0.21% | 0.49% | Q4 2013 | Q2 2020 | 16 |
DOHJ, LLC | 16 | 16 | 1.73% | 3.01% | 4.85% | Q4 2019 | Q3 2023 | 16 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.89% | 5.32% | 13.68% | Q4 2019 | Q3 2023 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 3 | 0.03% | 0.10% | 0.32% | Q4 2014 | Q4 2021 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 1.07% | 4.51% | 6.74% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.02% | 0.43% | 1.01% | Q3 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.11% | 0.52% | 1.56% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.11% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 16 |
NextCapital Advisers, Inc. | 16 | 16 | 14.92% | 17.88% | 21.91% | Q3 2018 | Q2 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.10% | 0.32% | 0.72% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.17% | 0.60% | 1.93% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 1.07% | 1.86% | 2.78% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.20% | 0.27% | 0.39% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.39% | 2.76% | Q4 2019 | Q3 2023 | 16 |
Spectrum Asset Management, Inc. | 7 | 2 | 0.12% | 4.04% | 40.89% | Q1 2018 | Q2 2022 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.07% | 0.35% | 0.90% | Q1 2013 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.12% | 0.85% | 2.62% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.43% | 1.13% | 2.98% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.00% | 0.09% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Financial Sense Advisors, Inc. | 10 | 6 | 0.24% | 6.03% | 14.97% | Q3 2019 | Q3 2023 | 16 |
Insight Wealth Strategies, LLC | 16 | 16 | 0.05% | 0.11% | 0.30% | Q2 2019 | Q1 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 1.50% | 2.54% | 3.44% | Q4 2019 | Q3 2023 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 22.78% | 25.39% | 28.60% | Q4 2019 | Q3 2023 | 16 |
Crewe Advisors LLC | 9 | 7 | 0.00% | 0.09% | 0.43% | Q4 2017 | Q3 2023 | 16 |
Foundations Investment Advisors, LLC | 10 | 3 | 0.01% | 0.50% | 2.22% | Q2 2018 | Q3 2023 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q2 2021 | 16 |
Sage Capital Advisors,llc | 12 | 1 | 0.10% | 0.28% | 0.65% | Q4 2017 | Q3 2023 | 16 |
Gibraltar Capital Management, Inc. | 16 | 16 | 0.13% | 0.51% | 1.30% | Q4 2018 | Q3 2022 | 16 |
Meridian Wealth Partners, LLC | 15 | 15 | 8.52% | 10.90% | 17.92% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.13% | 0.86% | 3.95% | Q1 2020 | Q3 2023 | 15 |
LGL PARTNERS, LLC | 11 | 4 | 0.72% | 1.46% | 2.26% | Q4 2015 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.06% | 0.40% | 1.23% | Q4 2019 | Q2 2023 | 15 |
NOESIS CAPITAL MANGEMENT CORP | 15 | 15 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.12% | 0.71% | 1.42% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.11% | 0.22% | 0.37% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.16% | 0.49% | 0.87% | Q4 2017 | Q2 2021 | 15 |
BLUESTEM FINANCIAL ADVISORS, LLC | 8 | 7 | 0.16% | 1.19% | 2.53% | Q4 2019 | Q3 2023 | 15 |
Alaska Permanent Capital Management | 7 | 1 | 0.02% | 0.11% | 0.86% | Q3 2014 | Q3 2023 | 15 |
Man Group plc | 13 | 2 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 15 |
HM PAYSON & CO | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
CHEMICAL BANK | 15 | 15 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.10% | 0.37% | Q4 2019 | Q3 2023 | 15 |
Certified Advisory Corp | 11 | 4 | 0.01% | 0.12% | 0.65% | Q4 2017 | Q4 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.08% | 0.10% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Canton Hathaway, LLC | 13 | 2 | 0.01% | 3.84% | 5.75% | Q1 2019 | Q3 2023 | 15 |
CIBC Asset Management Inc | 10 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
FORTE CAPITAL LLC /ADV | 14 | 1 | 0.18% | 0.26% | 0.49% | Q3 2014 | Q4 2018 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ASHFORD CAPITAL MANAGEMENT INC | 11 | 2 | 0.09% | 0.68% | 1.60% | Q1 2014 | Q3 2021 | 15 |
WealthOne, LLC | 11 | 1 | 0.08% | 0.38% | 0.62% | Q4 2018 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.15% | 0.27% | 0.49% | Q1 2020 | Q3 2023 | 15 |
TAURUS ASSET MANAGEMENT, LLC | 15 | 15 | 0.13% | 0.14% | 0.17% | Q2 2013 | Q4 2016 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 1 | 0.01% | 0.11% | 0.25% | Q2 2016 | Q3 2023 | 15 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 14 | 1 | 0.11% | 0.23% | 0.34% | Q4 2019 | Q3 2023 | 15 |
CAPE ANN SAVINGS BANK | 7 | 1 | 0.14% | 0.25% | 0.61% | Q4 2013 | Q2 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 12.74% | 14.85% | 16.26% | Q1 2020 | Q3 2023 | 15 |
Wolf Group Capital Advisors | 13 | 2 | 0.16% | 0.41% | 0.85% | Q4 2018 | Q3 2023 | 15 |
Csenge Advisory Group | 15 | 15 | 0.08% | 0.22% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Emerson Wealth, LLC | 15 | 15 | 0.33% | 1.16% | 1.66% | Q4 2018 | Q2 2022 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.16% | 0.33% | Q2 2014 | Q4 2017 | 15 |
Advanced Asset Management Advisors Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 1 | 0.03% | 2.14% | 8.72% | Q3 2015 | Q3 2023 | 15 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 15 | 15 | 0.05% | 0.41% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 1.41% | 6.47% | 10.99% | Q2 2013 | Q4 2016 | 15 |
KANALY TRUST CO | 15 | 15 | 0.12% | 0.14% | 0.23% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q4 2016 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.10% | 0.19% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Ironwood Investment Counsel, LLC | 14 | 1 | 0.08% | 0.24% | 1.28% | Q1 2014 | Q3 2023 | 15 |
Verity Asset Management, Inc. | 7 | 2 | 0.17% | 3.62% | 15.80% | Q2 2016 | Q3 2021 | 15 |
SAGE RHINO CAPITAL LLC | 15 | 15 | 0.11% | 0.18% | 0.32% | Q3 2019 | Q1 2023 | 15 |
Waldron Private Wealth LLC | 15 | 15 | 0.02% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Gainplan LLC | 13 | 1 | 0.09% | 12.27% | 39.87% | Q4 2016 | Q3 2022 | 15 |
Tarbox Family Office, Inc. | 6 | 1 | 0.00% | 0.48% | 2.37% | Q1 2016 | Q2 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 15 | 15 | 0.15% | 2.10% | 6.60% | Q1 2020 | Q3 2023 | 15 |
Aldebaran Financial Inc. | 15 | 15 | 0.22% | 0.30% | 0.44% | Q4 2016 | Q2 2020 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Wealthstar Advisors, LLC | 10 | 5 | 0.16% | 0.20% | 0.26% | Q1 2019 | Q3 2023 | 15 |
New England Professional Planning Group Inc. | 12 | 3 | 0.18% | 0.29% | 0.98% | Q4 2014 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 15 | 15 | 0.06% | 1.20% | 4.08% | Q3 2019 | Q1 2023 | 15 |
Avion Wealth | 15 | 15 | 0.46% | 5.08% | 10.42% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.04% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Heartwood Wealth Advisors LLC | 9 | 6 | 0.04% | 2.16% | 3.35% | Q4 2019 | Q3 2023 | 15 |
O'Brien Wealth Partners LLC | 5 | 1 | 0.13% | 1.43% | 4.21% | Q4 2016 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.35% | 0.80% | 1.15% | Q2 2016 | Q4 2019 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.13% | 0.21% | 0.34% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.67% | 0.87% | 1.22% | Q1 2020 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.18% | 1.37% | 3.89% | Q4 2019 | Q3 2023 | 15 |
Gerber Kawasaki Wealth & Investment Management | 6 | 1 | 0.01% | 0.15% | 0.37% | Q2 2017 | Q3 2023 | 15 |
HBC Financial Services, PLLC | 12 | 3 | 7.16% | 8.26% | 11.53% | Q4 2019 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 15 | 15 | 0.34% | 0.47% | 0.62% | Q2 2019 | Q4 2022 | 15 |
Pinnacle Wealth Management Advisory Group, LLC | 12 | 1 | 0.03% | 0.31% | 0.53% | Q4 2014 | Q3 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q2 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q4 2016 | 15 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.10% | 3.33% | 7.03% | Q4 2019 | Q2 2023 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 0.16% | 11.48% | 25.86% | Q4 2019 | Q3 2023 | 15 |
Clarius Group, LLC | 11 | 1 | 0.06% | 0.29% | 0.52% | Q4 2015 | Q3 2023 | 15 |
Choate Investment Advisors | 15 | 15 | 0.00% | 0.21% | 1.40% | Q1 2020 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.04% | 0.66% | 1.68% | Q4 2019 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.14% | 0.38% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Deane Retirement Strategies, Inc. | 12 | 3 | 0.00% | 3.04% | 22.26% | Q4 2014 | Q2 2020 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.30% | 0.84% | 1.58% | Q4 2019 | Q3 2023 | 15 |
PagnatoKarp Partners LLC | 14 | 14 | 0.40% | 0.68% | 1.56% | Q4 2016 | Q1 2020 | 14 |
55I, LLC | 14 | 14 | 0.04% | 0.81% | 3.06% | Q4 2018 | Q1 2022 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 2 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2017 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.19% | 0.50% | 0.82% | Q1 2017 | Q2 2020 | 14 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 14 | 14 | 14.96% | 38.29% | 72.68% | Q2 2020 | Q3 2023 | 14 |
Stamos Capital Partners, L.P. | 7 | 3 | 8.36% | 21.50% | 37.54% | Q2 2019 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 3 | 0.03% | 0.71% | 2.64% | Q4 2019 | Q3 2023 | 14 |
Bedell Frazier Investment Counselling, LLC | 14 | 14 | 0.27% | 0.71% | 1.09% | Q2 2020 | Q3 2023 | 14 |
AGF INVESTMENTS INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2018 | 14 |
AMG National Trust Bank | 14 | 14 | 0.14% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 14 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.07% | 0.18% | 0.30% | Q2 2013 | Q1 2018 | 14 |
GUARDIAN CAPITAL ADVISORS LP | 7 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 14 |
Cedar Brook Financial Partners, LLC | 14 | 14 | 0.24% | 0.33% | 0.43% | Q2 2020 | Q3 2023 | 14 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 14 | 0.21% | 1.66% | 3.19% | Q2 2020 | Q3 2023 | 14 |
O'Dell Group, LLC | 8 | 2 | 0.06% | 0.10% | 0.20% | Q1 2019 | Q2 2023 | 14 |
GenWealth Group, Inc. | 14 | 14 | 0.13% | 0.85% | 2.06% | Q3 2017 | Q4 2020 | 14 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.03% | 0.27% | Q4 2015 | Q3 2023 | 14 |
VAUGHAN & Co SECURITIES, INC. | 11 | 3 | 0.16% | 0.34% | 0.71% | Q4 2019 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 11 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Sharkey, Howes & Javer | 13 | 1 | 0.01% | 2.06% | 4.25% | Q2 2016 | Q3 2022 | 14 |
Independence Bank of Kentucky | 14 | 14 | 0.05% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 5 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Personal Wealth Partners | 14 | 14 | 1.09% | 6.67% | 31.03% | Q4 2018 | Q1 2022 | 14 |
Wealthquest Corp | 5 | 4 | 0.08% | 0.40% | 0.87% | Q4 2014 | Q2 2021 | 14 |
Baystate Wealth Management LLC | 12 | 1 | 0.00% | 3.24% | 5.27% | Q2 2017 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.10% | 0.25% | 0.40% | Q3 2020 | Q4 2023 | 14 |
DUBUQUE BANK & TRUST CO | 6 | 4 | 0.00% | 0.11% | 0.38% | Q2 2015 | Q2 2021 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.37% | 0.82% | 1.59% | Q4 2019 | Q3 2023 | 14 |
VESTOR CAPITAL, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Penobscot Investment Management Company, Inc. | 14 | 14 | 0.05% | 1.25% | 2.85% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.07% | 0.49% | Q2 2013 | Q3 2016 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.16% | 0.33% | 0.59% | Q4 2019 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 13 | 1 | 0.01% | 0.05% | 0.20% | Q3 2013 | Q2 2017 | 14 |
US FINANCIAL ADVISORS, LLC | 8 | 6 | 0.01% | 0.82% | 4.25% | Q4 2014 | Q3 2022 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.31% | 1.37% | 3.76% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.08% | 0.14% | 0.30% | Q4 2018 | Q1 2022 | 14 |
SPRENG CAPITAL MANAGEMENT, INC. | 13 | 1 | 0.15% | 0.28% | 0.64% | Q4 2019 | Q3 2023 | 14 |
Bank of Marin | 14 | 14 | 0.43% | 0.94% | 1.85% | Q4 2019 | Q1 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.57% | 1.15% | 1.86% | Q4 2013 | Q4 2017 | 14 |
Hudson Capital Management LLC | 6 | 4 | 0.12% | 2.20% | 6.44% | Q4 2017 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.45% | 9.07% | 17.80% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 2.54% | 3.23% | 4.23% | Q4 2013 | Q1 2017 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.41% | 0.69% | 1.03% | Q2 2020 | Q3 2023 | 14 |
MorganRosel Wealth Management, LLC | 14 | 14 | 0.37% | 1.06% | 1.42% | Q2 2020 | Q3 2023 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.21% | 5.13% | 7.02% | Q2 2013 | Q3 2023 | 14 |
CVA Family Office, LLC | 10 | 4 | 0.00% | 0.23% | 0.82% | Q4 2019 | Q3 2023 | 14 |
HCR Wealth Advisors | 12 | 1 | 0.04% | 0.06% | 0.11% | Q3 2017 | Q2 2023 | 14 |
JSF Financial, LLC | 12 | 1 | 0.18% | 0.45% | 0.69% | Q4 2018 | Q3 2023 | 14 |
Financial Strategies Group, Inc. | 14 | 14 | 0.21% | 0.35% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Flaharty Asset Management, LLC | 14 | 14 | 0.10% | 0.41% | 0.85% | Q2 2020 | Q3 2023 | 14 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 4 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Solstein Capital, LLC | 13 | 13 | 0.21% | 0.60% | 1.13% | Q3 2020 | Q3 2023 | 13 |
LFA - Lugano Financial Advisors SA | 7 | 6 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2023 | 13 |
CNB Bank | 11 | 1 | 0.01% | 0.11% | 0.47% | Q4 2017 | Q3 2023 | 13 |
Banco Santander, S.A. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.04% | 1.12% | 2.50% | Q1 2015 | Q1 2018 | 13 |
Richard Bernstein Advisors LLC | 5 | 1 | 0.00% | 0.36% | 1.35% | Q4 2017 | Q3 2023 | 13 |
CNO Financial Group, Inc. | 13 | 13 | 10.93% | 33.52% | 44.44% | Q4 2014 | Q4 2017 | 13 |
TODD ASSET MANAGEMENT LLC | 12 | 1 | 0.01% | 0.79% | 1.04% | Q2 2013 | Q4 2022 | 13 |
SFMG, LLC | 11 | 1 | 0.02% | 0.28% | 0.54% | Q4 2015 | Q1 2021 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.17% | 0.26% | 0.30% | Q2 2013 | Q2 2016 | 13 |
American Research & Management Co. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 13 |
Coe Capital Management, LLC | 12 | 1 | 0.09% | 0.35% | 0.54% | Q2 2013 | Q1 2019 | 13 |
Winslow, Evans & Crocker, Inc. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2020 | 13 |
FIL Ltd | 13 | 13 | 0.22% | 0.37% | 0.52% | Q4 2015 | Q4 2018 | 13 |
Citizens Business Bank | 12 | 1 | 0.06% | 0.33% | 0.72% | Q4 2012 | Q4 2018 | 13 |
Premise Capital, LLC | 6 | 3 | 3.18% | 10.83% | 52.85% | Q4 2015 | Q1 2020 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.06% | 0.11% | Q4 2015 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.05% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Moors & Cabot, Inc. | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q1 2023 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.15% | 0.52% | Q4 2014 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.13% | Q3 2015 | Q3 2023 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
NorthRock Partners, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.09% | 0.37% | 1.61% | Q2 2013 | Q2 2016 | 13 |
CGN Advisors LLC | 13 | 13 | 0.15% | 0.25% | 0.36% | Q4 2020 | Q4 2023 | 13 |
Efficient Market Advisors, LLC | 11 | 2 | 0.01% | 0.58% | 3.82% | Q2 2013 | Q1 2017 | 13 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.06% | 0.63% | 1.64% | Q4 2018 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.11% | 0.21% | 0.56% | Q2 2013 | Q2 2016 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.06% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.18% | 0.38% | 0.62% | Q3 2020 | Q3 2023 | 13 |
IAG Wealth Partners, LLC | 12 | 1 | 0.00% | 2.15% | 6.23% | Q4 2019 | Q3 2023 | 13 |
One Day In July LLC | 13 | 13 | 0.08% | 0.62% | 1.12% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.05% | 0.10% | 0.12% | Q1 2015 | Q1 2018 | 13 |
Bridgewater Wealth & Financial Management, LLC | 13 | 13 | 2.67% | 5.07% | 9.39% | Q4 2014 | Q4 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.15% | 0.51% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Arcus Capital Partners, LLC | 13 | 13 | 0.09% | 0.12% | 0.20% | Q3 2016 | Q3 2019 | 13 |
Hayden Royal, LLC | 13 | 13 | 0.19% | 0.72% | 2.14% | Q4 2018 | Q4 2021 | 13 |
Sonora Investment Management, LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 13 |
Sowa Financial Group, Inc. | 10 | 3 | 0.12% | 0.38% | 0.94% | Q4 2019 | Q3 2023 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 5 | 1.81% | 5.56% | 16.39% | Q4 2019 | Q1 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Alhambra Investment Management LLC | 13 | 13 | 0.16% | 0.24% | 0.33% | Q3 2020 | Q3 2023 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.53% | 1.26% | 3.08% | Q4 2017 | Q4 2020 | 13 |
Stokes Family Office, LLC | 13 | 13 | 0.02% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 13 |
Single Point Partners, LLC | 6 | 1 | 5.49% | 7.79% | 11.99% | Q4 2019 | Q3 2023 | 13 |
LYELL WEALTH MANAGEMENT, LP | 13 | 13 | 0.04% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 6 | 0.01% | 0.08% | 0.17% | Q2 2017 | Q2 2021 | 13 |
Corient Capital Partners, LLC | 12 | 1 | 0.04% | 0.27% | 0.39% | Q3 2016 | Q2 2022 | 13 |
Signature Financial Management, Inc. | 13 | 13 | 0.08% | 1.28% | 9.10% | Q4 2015 | Q4 2018 | 13 |
REDW Wealth LLC | 7 | 6 | 0.15% | 0.36% | 0.60% | Q4 2016 | Q3 2023 | 13 |
Blueprint Investment Partners LLC | 9 | 4 | 0.10% | 0.70% | 2.53% | Q2 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.04% | 0.48% | 0.95% | Q1 2020 | Q1 2023 | 13 |
Venture Visionary Partners LLC | 13 | 13 | 0.02% | 0.09% | 0.18% | Q2 2020 | Q2 2023 | 13 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 3 | 0.00% | 1.42% | 5.99% | Q4 2017 | Q1 2023 | 13 |
tru Independence LLC | 11 | 1 | 0.14% | 0.79% | 1.92% | Q4 2019 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q4 2022 | 13 |
Golden State Wealth Management, LLC | 13 | 13 | 0.34% | 7.73% | 13.95% | Q1 2019 | Q1 2022 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.01% | 0.09% | 0.21% | Q1 2020 | Q1 2023 | 13 |
Your Advocates Ltd., LLP | 13 | 13 | 0.02% | 0.51% | 2.04% | Q3 2020 | Q3 2023 | 13 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2018 | 13 |
Acorns Advisers, LLC | 13 | 13 | 11.70% | 12.48% | 13.97% | Q3 2020 | Q3 2023 | 13 |
Inscription Capital, LLC | 9 | 4 | 0.16% | 0.29% | 0.46% | Q2 2020 | Q3 2023 | 13 |
Heritage Trust Co | 8 | 1 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 13 |
Jordan Park Group LLC | 13 | 13 | 0.24% | 1.36% | 1.89% | Q3 2020 | Q3 2023 | 13 |
DAGCO, INC. | 7 | 6 | 0.14% | 1.49% | 2.70% | Q4 2018 | Q1 2022 | 13 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 10 | 3 | 0.04% | 3.69% | 8.68% | Q2 2017 | Q2 2021 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.02% | 0.18% | 0.98% | Q4 2018 | Q3 2023 | 13 |
DeDora Capital, Inc. | 8 | 1 | 0.23% | 1.52% | 2.46% | Q4 2017 | Q1 2022 | 13 |
KANAWHA CAPITAL MANAGEMENT LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2022 | 13 |
Shilanski & Associates, Inc. | 9 | 4 | 0.27% | 3.29% | 8.77% | Q2 2020 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 8.40% | 12.05% | 18.11% | Q4 2018 | Q4 2021 | 13 |
Vectors Research Management, LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 13 |
Mount Yale Investment Advisors, LLC | 7 | 2 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.07% | 0.19% | Q4 2015 | Q4 2022 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.61% | 1.26% | 2.34% | Q4 2017 | Q4 2020 | 13 |
Millburn Ridgefield Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Summit Global Investments | 11 | 1 | 0.16% | 3.40% | 5.94% | Q4 2016 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
PHH Investments, Ltd. | 11 | 1 | 2.01% | 9.51% | 16.68% | Q4 2016 | Q4 2019 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.01% | 0.11% | Q3 2015 | Q1 2019 | 12 |
LexAurum Advisors, LLC | 5 | 1 | 0.08% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.25% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.01% | 0.37% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.16% | 0.20% | 0.28% | Q2 2020 | Q1 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 2.06% | 3.64% | 4.73% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.07% | 1.32% | 2.86% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TCTC Holdings, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.15% | 0.27% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.12% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.20% | 1.09% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Hendershot Investments Inc. | 12 | 12 | 0.02% | 0.61% | 1.56% | Q3 2020 | Q2 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.59% | 0.67% | 0.84% | Q1 2020 | Q3 2023 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.05% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 1.23% | 1.73% | 2.40% | Q4 2020 | Q3 2023 | 12 |
Baron Financial Group, LLC | 12 | 12 | 0.12% | 1.58% | 3.60% | Q3 2020 | Q2 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.75% | 7.61% | 12.47% | Q2 2013 | Q1 2016 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.10% | 0.29% | 0.57% | Q4 2019 | Q3 2023 | 12 |
Monument Capital Management | 7 | 5 | 0.24% | 0.95% | 2.16% | Q2 2018 | Q4 2021 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.64% | 1.71% | 8.09% | Q4 2020 | Q3 2023 | 12 |
Bowie Capital Management, LLC | 7 | 5 | 0.12% | 0.19% | 0.28% | Q3 2020 | Q3 2023 | 12 |
Strategic Point Investment Advisors, LLC | 12 | 12 | 0.67% | 4.51% | 6.18% | Q4 2019 | Q3 2022 | 12 |
ACT Advisors, LLC. | 12 | 12 | 0.13% | 0.40% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 5.50% | 8.13% | 11.36% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.06% | 0.22% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 2.03% | 2.35% | 2.76% | Q4 2020 | Q3 2023 | 12 |
Amtrust Financial Services, Inc. | 12 | 12 | 4.57% | 14.20% | 37.46% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.46% | 0.57% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Barnett & Company, Inc. | 7 | 5 | 0.07% | 1.18% | 4.23% | Q1 2016 | Q4 2021 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.18% | 0.64% | 2.91% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.24% | 3.76% | 10.04% | Q4 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 7 | 5 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 2.38% | 5.74% | 8.92% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN EDWARDS INC | 10 | 2 | 0.07% | 0.41% | 1.37% | Q2 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.72% | 1.60% | 2.38% | Q4 2020 | Q3 2023 | 12 |
Pointe Capital Management LLC | 12 | 12 | 0.42% | 0.71% | 1.31% | Q1 2015 | Q4 2017 | 12 |
Fort Henry Capital, LLC | 12 | 12 | 16.72% | 18.02% | 18.73% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.53% | 1.83% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.07% | 1.12% | 2.76% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.55% | 1.09% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Fountainhead AM, LLC | 12 | 12 | 0.31% | 4.93% | 9.97% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.30% | 0.42% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.37% | 0.47% | 0.57% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.08% | 0.16% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Glovista Investments LLC | 3 | 1 | 0.05% | 3.26% | 8.78% | Q3 2015 | Q3 2020 | 12 |
Merriman Wealth Management, LLC | 4 | 1 | 0.02% | 0.87% | 3.82% | Q4 2013 | Q1 2022 | 12 |
Petix & Botte Co | 10 | 2 | 0.10% | 0.22% | 0.37% | Q4 2019 | Q3 2023 | 12 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 1 | 0.01% | 0.05% | 0.24% | Q1 2016 | Q4 2021 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.13% | 0.28% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.37% | 0.58% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Pinion Investment Advisors, LLC | 10 | 2 | 0.40% | 0.85% | 1.40% | Q2 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.91% | 7.56% | 17.19% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.67% | 1.73% | 3.60% | Q4 2020 | Q3 2023 | 12 |
Compton Financial Group, LLC | 12 | 12 | 16.50% | 19.34% | 21.92% | Q4 2020 | Q3 2023 | 12 |
One Wealth Advisors, LLC | 7 | 1 | 0.06% | 0.10% | 0.28% | Q4 2017 | Q2 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 2.10% | 2.37% | 2.87% | Q4 2020 | Q3 2023 | 12 |
DAVIS R M INC | 11 | 1 | 0.01% | 0.02% | 0.11% | Q2 2017 | Q1 2022 | 12 |
Braun-Bostich & Associates Inc. | 5 | 2 | 0.01% | 2.13% | 9.08% | Q4 2017 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.39% | 0.48% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Silvant Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 6.61% | 8.71% | 11.80% | Q4 2020 | Q3 2023 | 12 |
Ironwood Financial, llc | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 6.24% | 7.43% | 10.83% | Q4 2020 | Q3 2023 | 12 |
Karpus Management, Inc. | 12 | 12 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q1 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.06% | 0.55% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Measured Wealth Private Client Group, LLC | 6 | 1 | 0.40% | 1.99% | 4.48% | Q3 2017 | Q3 2023 | 12 |
BOENNING & SCATTERGOOD, INC. | 11 | 1 | 0.10% | 0.12% | 0.18% | Q2 2018 | Q4 2022 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.05% | 0.14% | 0.36% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Paulson Wealth Management Inc. | 12 | 12 | 0.27% | 0.83% | 2.10% | Q4 2017 | Q3 2020 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.35% | 0.58% | Q4 2019 | Q4 2022 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.36% | 2.09% | 10.23% | Q4 2020 | Q3 2023 | 12 |
WESPAC Advisors SoCal, LLC | 8 | 4 | 0.05% | 0.14% | 0.74% | Q1 2016 | Q3 2023 | 12 |
Columbia Trust Co 01012016 | 6 | 1 | 0.20% | 0.25% | 0.33% | Q2 2020 | Q3 2023 | 12 |
United Asset Strategies, Inc. | 12 | 12 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 1.68% | 1.96% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.13% | 0.51% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Capital Wealth Planning, LLC | 5 | 1 | 0.01% | 0.10% | 0.19% | Q1 2016 | Q1 2022 | 12 |
PFM Asset Management LLC | 12 | 12 | 0.24% | 1.28% | 6.48% | Q4 2018 | Q3 2021 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.56% | 0.63% | 0.73% | Q2 2013 | Q1 2016 | 12 |
Redhawk Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.45% | 1.37% | Q2 2019 | Q2 2022 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.39% | 1.26% | 2.78% | Q4 2020 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 3.42% | 7.90% | 13.56% | Q4 2019 | Q3 2023 | 12 |
MA Private Wealth | 8 | 4 | 0.04% | 0.24% | 0.39% | Q4 2018 | Q4 2021 | 12 |
Human Investing LLC | 12 | 12 | 0.09% | 0.57% | 0.76% | Q4 2018 | Q3 2021 | 12 |
Advisor OS, LLC | 11 | 1 | 0.25% | 1.03% | 1.76% | Q2 2020 | Q3 2023 | 12 |
Greenwich Investment Management, Inc. | 10 | 1 | 0.14% | 0.39% | 0.47% | Q1 2017 | Q4 2021 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 12 |
Winthrop Advisory Group LLC | 11 | 1 | 0.04% | 0.13% | 0.23% | Q3 2019 | Q1 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.93% | 2.20% | 3.80% | Q4 2018 | Q3 2021 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.13% | 0.62% | 4.15% | Q4 2020 | Q3 2023 | 12 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2022 | 12 |
RESTON WEALTH MANAGEMENT LLC | 4 | 1 | 0.12% | 0.28% | 0.87% | Q4 2018 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.03% | 0.57% | 2.39% | Q4 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 6 | 6 | 0.01% | 0.24% | 0.47% | Q2 2017 | Q2 2020 | 12 |
Allen Investment Management, LLC | 9 | 3 | 0.07% | 0.31% | 0.98% | Q4 2014 | Q1 2022 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.35% | 1.13% | 2.84% | Q4 2020 | Q3 2023 | 12 |
BlackRock Fund Advisors | 7 | 5 | 0.06% | 0.27% | 0.60% | Q2 2013 | Q4 2016 | 12 |
Paracle Advisors, LLC | 11 | 1 | 0.20% | 0.31% | 0.42% | Q4 2016 | Q1 2021 | 12 |
American Financial Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.16% | 3.62% | 5.84% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 11 | 1 | 0.02% | 0.13% | 0.64% | Q1 2020 | Q3 2023 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 1 | 0.02% | 0.03% | 0.17% | Q4 2015 | Q4 2019 | 12 |
Cerity Partners LLC | 12 | 12 | 0.02% | 0.18% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 0.12% | 3.00% | 5.98% | Q4 2020 | Q3 2023 | 12 |
DOWLING & YAHNKE LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Occidental Asset Management, LLC | 12 | 12 | 0.34% | 0.53% | 1.37% | Q4 2020 | Q3 2023 | 12 |
WFA of San Diego, LLC | 8 | 2 | 0.08% | 0.21% | 0.32% | Q2 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.12% | 0.34% | 0.56% | Q4 2020 | Q3 2023 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.34% | 0.43% | 0.93% | Q4 2020 | Q3 2023 | 12 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 12 |
KMG FIDUCIARY PARTNERS, LLC | 9 | 1 | 0.03% | 1.24% | 1.80% | Q2 2020 | Q3 2023 | 12 |
Strategic Wealth Partners Group, LLC | 5 | 2 | 0.02% | 0.57% | 2.59% | Q1 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 5 | 0.00% | 0.08% | 0.31% | Q4 2019 | Q3 2023 | 12 |
Planned Solutions, Inc. | 7 | 4 | 0.19% | 0.36% | 0.46% | Q3 2020 | Q2 2023 | 11 |
Wellspring Financial Advisors, LLC | 9 | 2 | 0.09% | 0.21% | 0.38% | Q1 2020 | Q1 2023 | 11 |
Souders Financial Advisors | 11 | 11 | 0.08% | 2.28% | 4.30% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.38% | 1.45% | 2.26% | Q4 2019 | Q2 2022 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.33% | 0.62% | 0.84% | Q1 2021 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.07% | 0.21% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Elmwood Wealth Management, Inc. | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q4 2021 | 11 |
B & T Capital Management DBA Alpha Capital Management | 11 | 11 | 0.15% | 0.21% | 0.26% | Q2 2014 | Q4 2016 | 11 |
Cadent Capital Advisors, LLC | 11 | 11 | 0.11% | 0.58% | 2.89% | Q4 2020 | Q2 2023 | 11 |
Juniper Hill Capital Management LP | 7 | 4 | 6.99% | 27.51% | 53.53% | Q3 2020 | Q3 2023 | 11 |
BEAM WEALTH ADVISORS, INC. | 11 | 11 | 0.34% | 1.09% | 2.22% | Q4 2019 | Q2 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.14% | 1.47% | 2.75% | Q4 2020 | Q2 2023 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.23% | 0.71% | 1.32% | Q4 2020 | Q3 2023 | 11 |
Aull & Monroe Investment Management Corp | 8 | 3 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 11 |
HoyleCohen, LLC | 11 | 11 | 0.04% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Barber Financial Group, Inc. | 10 | 1 | 0.02% | 0.46% | 1.27% | Q2 2020 | Q1 2023 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 11 | 11 | 0.17% | 0.20% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Independence Wealth Advisors, Inc. | 11 | 11 | 0.76% | 5.96% | 10.01% | Q4 2017 | Q2 2020 | 11 |
Spire Wealth Management | 11 | 11 | 1.04% | 1.34% | 1.77% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.58% | 1.58% | 2.57% | Q1 2021 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 7 | 1 | 0.11% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 11 |
Paragon Advisors, LLC | 6 | 5 | 0.31% | 2.39% | 6.17% | Q2 2020 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.93% | 1.92% | 3.98% | Q2 2013 | Q4 2015 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.24% | 3.15% | 6.25% | Q1 2021 | Q3 2023 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.62% | 8.61% | 26.27% | Q4 2019 | Q2 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.29% | 0.73% | Q1 2021 | Q3 2023 | 11 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 11 | 11 | 0.00% | 0.68% | 7.39% | Q4 2015 | Q2 2018 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2017 | 11 |
Clarity Financial LLC | 9 | 2 | 0.16% | 0.26% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Bridgeworth, LLC | 5 | 3 | 0.09% | 0.28% | 0.53% | Q4 2016 | Q1 2020 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.08% | 0.27% | 0.49% | Q1 2019 | Q3 2021 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.92% | 2.51% | 3.58% | Q4 2020 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.02% | 0.31% | 0.65% | Q1 2021 | Q3 2023 | 11 |
IPG Investment Advisors LLC | 3 | 1 | 0.07% | 0.10% | 0.17% | Q2 2017 | Q2 2022 | 11 |
MANAGED ACCOUNT SERVICES INC | 6 | 1 | 0.07% | 0.14% | 0.24% | Q4 2016 | Q3 2021 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.31% | 2.08% | Q1 2017 | Q4 2022 | 11 |
Weaver C. Barksdale & Associates, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2017 | 11 |
Zhang Financial LLC | 11 | 11 | 0.15% | 0.40% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Rock Creek Group, LP | 10 | 1 | 2.05% | 4.36% | 10.68% | Q4 2019 | Q3 2023 | 11 |
Joel Isaacson & Co., LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.50% | 1.33% | 2.62% | Q1 2021 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.76% | 1.02% | 1.46% | Q4 2016 | Q3 2023 | 11 |
Accuvest Global Advisors | 9 | 2 | 0.21% | 0.38% | 0.82% | Q2 2013 | Q4 2016 | 11 |
DOW CHEMICAL CO /DE/ | 11 | 11 | 0.20% | 13.60% | 64.72% | Q1 2021 | Q3 2023 | 11 |
Core Wealth Advisors, Inc. | 6 | 5 | 0.00% | 0.75% | 2.99% | Q1 2020 | Q3 2023 | 11 |
Trek Financial, LLC | 8 | 3 | 0.02% | 0.13% | 0.45% | Q2 2020 | Q3 2023 | 11 |
HARBOR ADVISORY CORP /MA/ | 11 | 11 | 0.14% | 0.33% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Harvest Investment Services, LLC | 9 | 1 | 0.13% | 1.94% | 4.61% | Q4 2018 | Q2 2023 | 11 |
FIDUCIENT ADVISORS LLC | 11 | 11 | 0.89% | 2.47% | 12.48% | Q1 2021 | Q3 2023 | 11 |
Family Legacy, Inc. | 4 | 1 | 0.12% | 0.16% | 0.24% | Q2 2017 | Q4 2020 | 11 |
Swaine & Leidel Wealth Services, LLC | 10 | 1 | 0.50% | 0.78% | 2.02% | Q4 2018 | Q1 2022 | 11 |
CADENCE BANK NA | 11 | 11 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q2 2022 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.03% | 0.58% | 1.06% | Q1 2021 | Q3 2023 | 11 |
J.Safra Asset Management Corp | 8 | 3 | 0.16% | 0.93% | 6.39% | Q4 2020 | Q3 2023 | 11 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.15% | 0.28% | 0.49% | Q1 2021 | Q3 2023 | 11 |
CHEMUNG CANAL TRUST CO | 11 | 11 | 0.24% | 1.72% | 5.40% | Q2 2021 | Q4 2023 | 11 |
Epstein & White Financial LLC | 8 | 3 | 0.08% | 1.23% | 9.75% | Q4 2017 | Q2 2021 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.76% | 2.23% | Q2 2013 | Q4 2015 | 11 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 1 | 0.11% | 1.28% | 12.07% | Q2 2013 | Q3 2021 | 11 |
Accredited Investors Inc. | 8 | 1 | 0.08% | 1.04% | 3.34% | Q3 2015 | Q3 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.05% | 0.98% | 1.61% | Q2 2019 | Q4 2021 | 11 |
Slow Capital, Inc. | 8 | 3 | 0.12% | 0.56% | 1.48% | Q1 2018 | Q3 2023 | 11 |
NatWest Group plc | 10 | 1 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2016 | 11 |
Cambria Investment Management, L.P. | 10 | 1 | 0.00% | 0.52% | 0.75% | Q4 2014 | Q1 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.39% | 0.63% | 1.20% | Q4 2017 | Q2 2020 | 11 |
Cornerstone Advisors, Inc. | 10 | 1 | 0.01% | 0.14% | 0.26% | Q3 2016 | Q4 2019 | 11 |
SENTRY INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.21% | 0.28% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Kore Private Wealth LLC | 11 | 11 | 0.13% | 0.36% | 0.54% | Q3 2019 | Q1 2022 | 11 |
Sage Advisory Services, Ltd.Co. | 5 | 1 | 0.08% | 0.60% | 2.60% | Q1 2015 | Q2 2022 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.04% | 0.10% | 0.22% | Q1 2020 | Q3 2022 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.36% | 0.43% | 0.54% | Q4 2020 | Q3 2023 | 11 |
JMG Financial Group, Ltd. | 6 | 5 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
ACG Wealth | 10 | 1 | 0.00% | 0.06% | 0.10% | Q4 2013 | Q2 2022 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 3.36% | 4.23% | 5.35% | Q1 2021 | Q3 2023 | 11 |
Benchmark Financial Wealth Advisors, LLC | 11 | 11 | 0.22% | 5.93% | 8.46% | Q3 2019 | Q1 2022 | 11 |
AXA S.A. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.32% | 1.86% | 2.74% | Q1 2014 | Q1 2017 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.14% | 0.89% | 2.23% | Q1 2021 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 11 |
Apriem Advisors | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2017 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 4 | 0.05% | 0.08% | 0.15% | Q3 2019 | Q3 2022 | 11 |
McLean Asset Management Corp | 10 | 1 | 0.11% | 0.54% | 1.19% | Q1 2021 | Q4 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.10% | 0.42% | 1.69% | Q1 2021 | Q3 2023 | 11 |
Domani Wealth, LLC | 9 | 2 | 0.13% | 3.77% | 9.42% | Q1 2020 | Q1 2023 | 11 |
D'Orazio & Associates, Inc. | 9 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 11 |
Carl P. Sherr & Co., LLC | 11 | 11 | 0.15% | 0.22% | 0.34% | Q4 2019 | Q2 2022 | 11 |
RAND WEALTH, LLC | 5 | 5 | 0.04% | 3.95% | 7.37% | Q1 2016 | Q3 2018 | 10 |
Curi Wealth Management, LLC | 9 | 1 | 0.02% | 0.16% | 0.49% | Q4 2020 | Q3 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q2 2019 | 10 |
Vestcor Inc | 10 | 10 | 0.20% | 0.21% | 0.23% | Q2 2021 | Q3 2023 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.76% | 0.99% | 1.19% | Q2 2019 | Q3 2021 | 10 |
Mosaic Advisors LLC | 10 | 10 | 0.86% | 4.81% | 18.96% | Q2 2021 | Q3 2023 | 10 |
Copperleaf Capital, LLC | 10 | 10 | 0.18% | 0.24% | 0.46% | Q4 2019 | Q1 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.09% | 0.16% | 0.24% | Q4 2017 | Q1 2020 | 10 |
SMH CAPITAL ADVISORS INC | 10 | 10 | 1.46% | 2.38% | 3.32% | Q4 2017 | Q1 2020 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q2 2022 | 10 |
SignalPoint Asset Management, LLC | 7 | 3 | 0.07% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2019 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.23% | 0.27% | 0.37% | Q2 2021 | Q3 2023 | 10 |
MTC Wealth Management LLC | 9 | 1 | 7.71% | 14.36% | 22.26% | Q1 2021 | Q3 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.15% | 1.16% | 1.70% | Q4 2018 | Q1 2021 | 10 |
Essex Private Wealth Management, LLC | 10 | 10 | 1.40% | 2.08% | 4.41% | Q4 2019 | Q1 2022 | 10 |
Titus Wealth Management | 10 | 10 | 0.11% | 0.17% | 0.29% | Q1 2020 | Q2 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.01% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.04% | 0.37% | 0.75% | Q2 2021 | Q3 2023 | 10 |
&PARTNERS | 10 | 10 | 0.18% | 0.24% | 0.31% | Q2 2021 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 2.68% | 3.75% | 4.84% | Q2 2021 | Q3 2023 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.04% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.16% | 0.55% | 1.68% | Q1 2021 | Q3 2023 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q4 2015 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 1.29% | 3.41% | 6.95% | Q2 2021 | Q3 2023 | 10 |
Vigilare Wealth Management | 5 | 5 | 0.43% | 2.64% | 12.78% | Q2 2020 | Q4 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 3.16% | 3.71% | 4.08% | Q2 2021 | Q3 2023 | 10 |
Beaumont Capital Management, LLC | 7 | 3 | 0.55% | 2.05% | 3.21% | Q1 2021 | Q3 2023 | 10 |
Westshore Wealth, LLC | 10 | 10 | 0.19% | 0.30% | 0.42% | Q1 2021 | Q2 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.33% | 3.24% | Q4 2016 | Q1 2019 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.15% | 1.39% | Q2 2021 | Q3 2023 | 10 |
Annex Advisory Services, LLC | 6 | 1 | 0.08% | 0.29% | 1.25% | Q2 2013 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.93% | 1.22% | 1.56% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.01% | 0.38% | 1.93% | Q4 2015 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.09% | 2.22% | 9.76% | Q4 2018 | Q2 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.12% | 0.96% | 4.44% | Q4 2020 | Q3 2023 | 10 |
Tidal Investments LLC | 7 | 3 | 0.17% | 1.39% | 2.71% | Q4 2018 | Q3 2023 | 10 |
R. W. Roge & Company, Inc. | 10 | 10 | 2.74% | 4.61% | 12.57% | Q4 2019 | Q1 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 10 |
Snider Financial Group | 10 | 10 | 5.27% | 8.23% | 10.22% | Q2 2021 | Q3 2023 | 10 |
GFS Advisors, LLC | 9 | 1 | 0.18% | 0.53% | 1.98% | Q1 2016 | Q3 2023 | 10 |
Gemmer Asset Management LLC | 10 | 10 | 0.01% | 0.59% | 0.97% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.43% | 3.77% | 6.40% | Q4 2015 | Q1 2018 | 10 |
Bradley Mark J. | 8 | 2 | 0.32% | 0.94% | 1.18% | Q4 2020 | Q2 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.15% | 0.59% | Q4 2018 | Q1 2021 | 10 |
Equinox Fund Management LLC | 10 | 10 | 14.01% | 14.33% | 14.60% | Q2 2013 | Q3 2015 | 10 |
DDD Partners, LLC | 7 | 3 | 0.07% | 1.81% | 3.49% | Q4 2017 | Q2 2022 | 10 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 10 | 10 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q1 2023 | 10 |
Susquehanna International Group Ltd. | 5 | 1 | 1.47% | 7.13% | 24.36% | Q1 2020 | Q3 2023 | 10 |
TPB WEALTH ADVISORS | 10 | 10 | 0.41% | 0.73% | 1.35% | Q4 2020 | Q1 2023 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.40% | 1.11% | Q4 2012 | Q1 2019 | 10 |
Prudent Man Advisors, LLC | 10 | 10 | 0.14% | 0.19% | 0.39% | Q2 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 8 | 2 | 0.26% | 0.85% | 1.60% | Q1 2019 | Q4 2021 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.10% | 0.31% | 0.56% | Q2 2020 | Q1 2023 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.11% | 0.12% | 0.12% | Q2 2014 | Q3 2016 | 10 |
BARINGS LLC | 10 | 10 | 0.28% | 1.40% | 2.65% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 10 | 10 | 0.05% | 2.67% | 4.04% | Q3 2020 | Q4 2022 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q2 2018 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.19% | 1.00% | Q4 2019 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 8.37% | 47.51% | Q4 2014 | Q1 2017 | 10 |
Garrison Point Capital, LLC | 10 | 10 | 0.20% | 2.46% | 7.82% | Q2 2020 | Q3 2022 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.46% | 0.49% | 0.53% | Q1 2021 | Q3 2023 | 10 |
Better Money Decisions, LLC | 10 | 10 | 0.56% | 1.82% | 3.25% | Q1 2021 | Q2 2023 | 10 |
First Capital Advisors Group, LLC. | 6 | 4 | 0.00% | 0.62% | 1.50% | Q4 2016 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Guardian Wealth Advisors, LLC | 10 | 10 | 0.19% | 0.53% | 1.07% | Q4 2020 | Q1 2023 | 10 |
DEERE & CO | 6 | 4 | 0.49% | 24.91% | 55.17% | Q2 2016 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.17% | 0.54% | Q2 2016 | Q3 2023 | 10 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.78% | 1.34% | 2.60% | Q4 2021 | Q4 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.15% | 0.50% | 0.86% | Q1 2020 | Q1 2022 | 9 |
Jasper Ridge Partners, L.P. | 7 | 1 | 0.01% | 0.11% | 0.49% | Q4 2015 | Q3 2018 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.31% | 0.53% | 1.78% | Q4 2020 | Q4 2022 | 9 |
Northwest Bancshares, Inc. | 9 | 9 | 0.05% | 0.39% | 0.87% | Q2 2020 | Q2 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.10% | 0.39% | 0.91% | Q3 2020 | Q3 2022 | 9 |
Ruggie Capital Group | 4 | 2 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2018 | 9 |
OLD DOMINION CAPITAL MANAGEMENT INC | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2019 | Q3 2021 | 9 |
Westbourne Investment Advisors, Inc. | 9 | 9 | 0.15% | 0.23% | 0.34% | Q2 2021 | Q2 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.11% | 1.37% | 1.77% | Q3 2021 | Q3 2023 | 9 |
DFPG INVESTMENTS, LLC | 5 | 4 | 0.09% | 0.18% | 0.34% | Q4 2018 | Q3 2023 | 9 |
Sound Financial Strategies Group, LLC | 6 | 3 | 0.02% | 16.88% | 41.06% | Q4 2019 | Q2 2023 | 9 |
REGENTATLANTIC CAPITAL LLC | 8 | 1 | 0.00% | 0.28% | 1.01% | Q4 2014 | Q3 2022 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.12% | 0.23% | Q2 2013 | Q3 2014 | 9 |
MainStreet Investment Advisors LLC | 9 | 9 | 0.05% | 0.55% | 4.32% | Q2 2019 | Q2 2021 | 9 |
Lehman & Derafelo Financial Resources LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 9 |
DeGreen Capital Management LLC | 9 | 9 | 0.56% | 4.83% | 10.33% | Q4 2016 | Q4 2018 | 9 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.28% | 0.82% | Q2 2019 | Q3 2023 | 9 |
Grace Capital | 9 | 9 | 0.13% | 0.30% | 0.46% | Q4 2018 | Q4 2020 | 9 |
TNF LLC | 9 | 9 | 0.11% | 0.29% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Saba Capital Management, L.P. | 6 | 3 | 0.17% | 1.81% | 5.04% | Q2 2013 | Q3 2015 | 9 |
GERMAN AMERICAN BANCORP, INC. | 5 | 4 | 0.06% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 9 |
Edgehill Endowment Partners, LLC | 9 | 9 | 1.71% | 7.80% | 23.72% | Q3 2021 | Q3 2023 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2012 | Q3 2014 | 9 |
Tranquilli Financial Advisor LLC | 9 | 9 | 0.20% | 1.21% | 2.23% | Q4 2020 | Q4 2022 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.36% | 0.57% | 0.67% | Q4 2020 | Q4 2022 | 9 |
SevenBridge Financial Group, LLC | 7 | 1 | 0.01% | 0.07% | 0.56% | Q2 2016 | Q4 2021 | 9 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 9 | 9 | 0.09% | 2.55% | 16.99% | Q4 2021 | Q4 2023 | 9 |
Biltmore Family Office, LLC | 6 | 3 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2018 | 9 |
Outlook Wealth Advisors, LLC | 7 | 2 | 0.08% | 0.76% | 2.03% | Q1 2020 | Q3 2023 | 9 |
ProVise Management Group, LLC | 4 | 1 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 9 |
MKD WEALTH COACHES, LLC | 6 | 3 | 0.02% | 2.25% | 4.37% | Q4 2018 | Q4 2021 | 9 |
Ferris Capital, LLC | 9 | 9 | 0.09% | 0.18% | 0.24% | Q1 2019 | Q1 2021 | 9 |
3D/L Capital Management, LLC | 9 | 9 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q2 2023 | 9 |
GoalVest Advisory LLC | 3 | 3 | 0.08% | 1.73% | 5.64% | Q4 2020 | Q4 2023 | 9 |
Madrona Financial Services, LLC | 9 | 9 | 0.15% | 0.21% | 0.50% | Q3 2021 | Q3 2023 | 9 |
MidWestOne Financial Group, Inc. | 5 | 1 | 0.05% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.04% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 9 |
Horrell Capital Management, Inc. | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q2 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2015 | 9 |
HighMark Wealth Management LLC | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.06% | 0.11% | 0.17% | Q4 2019 | Q4 2021 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.29% | 0.44% | Q2 2013 | Q4 2021 | 9 |
Cypress Wealth Services, LLC | 9 | 9 | 0.06% | 0.48% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Colonial River Wealth Management, LLC | 6 | 3 | 0.15% | 0.22% | 0.38% | Q4 2020 | Q1 2023 | 9 |
Rafferty Asset Management, LLC | 7 | 2 | 0.04% | 0.23% | 0.50% | Q2 2013 | Q2 2018 | 9 |
Fiduciary Group LLC | 9 | 9 | 0.17% | 0.88% | 1.66% | Q4 2019 | Q4 2021 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 1.22% | 5.17% | 12.79% | Q4 2014 | Q4 2016 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.00% | 0.05% | 0.08% | Q3 2013 | Q4 2023 | 9 |
Demars Financial Group, LLC | 9 | 9 | 0.13% | 0.45% | 1.01% | Q1 2020 | Q1 2022 | 9 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.14% | 0.86% | 4.97% | Q3 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 6 | 3 | 0.06% | 0.30% | 0.58% | Q2 2019 | Q3 2023 | 9 |
Greystone Financial Group, LLC | 7 | 2 | 0.73% | 3.00% | 6.91% | Q4 2020 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 8 | 1 | 0.05% | 0.21% | 0.61% | Q1 2021 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.21% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Allegis Investment Advisors, LLC | 7 | 2 | 0.15% | 0.64% | 1.49% | Q4 2015 | Q1 2018 | 9 |
Clearview Wealth Advisors LLC | 8 | 1 | 0.01% | 0.31% | 2.35% | Q4 2020 | Q2 2023 | 9 |
HOLDERNESS INVESTMENTS CO | 5 | 4 | 0.10% | 0.62% | 1.92% | Q1 2017 | Q4 2020 | 9 |
Five Oceans Advisors | 9 | 9 | 0.31% | 0.39% | 0.61% | Q3 2021 | Q3 2023 | 9 |
IBERIABANK CORP | 8 | 1 | 0.03% | 0.30% | 0.63% | Q4 2017 | Q2 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.11% | 0.54% | Q2 2021 | Q3 2023 | 9 |
Falcon Wealth Planning | 9 | 9 | 0.05% | 0.14% | 0.68% | Q3 2021 | Q3 2023 | 9 |
First Command Advisory Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
TBH Global Asset Management, LLC | 6 | 3 | 0.12% | 2.87% | 5.39% | Q4 2019 | Q3 2023 | 9 |
First Bank & Trust | 9 | 9 | 0.01% | 4.36% | 6.59% | Q3 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.32% | 1.90% | 6.53% | Q4 2021 | Q4 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.31% | 0.37% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.02% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 9 |
GoalFusion Wealth Management, LLC | 9 | 9 | 19.21% | 23.04% | 40.22% | Q4 2021 | Q4 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.74% | 0.99% | 1.20% | Q2 2019 | Q2 2021 | 9 |
LITTLE HOUSE CAPITAL LLC | 8 | 1 | 0.27% | 0.69% | 1.91% | Q4 2018 | Q1 2022 | 9 |
Goodwin Investment Advisory | 6 | 3 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q3 2023 | 9 |
John W. Brooker & Co., CPAs | 5 | 4 | 0.00% | 0.50% | 1.21% | Q4 2019 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.02% | 0.48% | 0.74% | Q4 2019 | Q4 2021 | 9 |
Corbenic Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2022 | 9 |
Grant Street Asset Management, Inc. | 9 | 9 | 0.09% | 3.11% | 11.18% | Q2 2020 | Q2 2022 | 9 |
Aris Wealth Services, Inc. | 7 | 2 | 1.92% | 2.77% | 4.54% | Q2 2013 | Q3 2015 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 3.53% | 4.29% | 4.89% | Q4 2017 | Q4 2019 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.95% | 5.71% | 11.46% | Q4 2013 | Q4 2015 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 3.40% | 3.79% | 4.30% | Q4 2021 | Q4 2023 | 9 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 1.12% | 3.59% | Q2 2013 | Q2 2020 | 8 |
Global Atlantic Investment Advisors, LLC | 8 | 8 | 12.55% | 13.67% | 14.62% | Q4 2014 | Q3 2016 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.89% | 2.41% | 3.91% | Q4 2021 | Q3 2023 | 8 |
Private Wealth Group, LLC | 4 | 1 | 0.60% | 3.27% | 9.69% | Q4 2017 | Q3 2023 | 8 |
Hanlon Investment Management, Inc. | 3 | 1 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.14% | 0.16% | 0.20% | Q2 2013 | Q1 2015 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 8 | 0.99% | 2.49% | 4.41% | Q1 2016 | Q4 2017 | 8 |
Spectrum Asset Management, Inc. (NB/CA) | 8 | 8 | 0.15% | 1.55% | 2.95% | Q2 2020 | Q1 2022 | 8 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.55% | 2.73% | Q2 2013 | Q2 2023 | 8 |
Hayek Kallen Investment Management | 8 | 8 | 1.09% | 1.88% | 2.65% | Q4 2021 | Q3 2023 | 8 |
Analyst IMS Investment Management Services Ltd. | 8 | 8 | 0.14% | 0.36% | 0.47% | Q4 2016 | Q3 2018 | 8 |
FundX Investment Group, LLC | 7 | 1 | 1.04% | 7.64% | 19.52% | Q2 2016 | Q3 2020 | 8 |
Blue Sky Asset Management, LLC | 3 | 1 | 0.14% | 4.86% | 12.43% | Q2 2017 | Q2 2020 | 8 |
Montecito Bank & Trust | 7 | 1 | 0.35% | 4.18% | 8.23% | Q4 2014 | Q4 2016 | 8 |
Scottrade Investment Management | 8 | 8 | 15.19% | 23.33% | 30.54% | Q4 2015 | Q3 2017 | 8 |
FFT WEALTH MANAGEMENT LLC | 4 | 1 | 0.10% | 0.68% | 2.11% | Q4 2016 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Crow Point Partners, LLC | 8 | 8 | 0.56% | 1.62% | 4.81% | Q1 2018 | Q4 2019 | 8 |
SL ADVISORS, LLC | 8 | 8 | 0.26% | 0.51% | 1.09% | Q2 2016 | Q1 2018 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 8 |
Copperwynd Financial, LLC | 5 | 1 | 0.14% | 1.28% | 2.38% | Q1 2020 | Q3 2023 | 8 |
CABANA LLC | 3 | 1 | 0.01% | 2.31% | 8.48% | Q2 2018 | Q2 2023 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.20% | 1.10% | Q3 2016 | Q3 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Phocas Financial Corp. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 8 |
BBR PARTNERS, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Advisors Capital Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q3 2022 | 8 |
Hugh Johnson Advisors LLC | 8 | 8 | 0.28% | 0.99% | 5.27% | Q2 2013 | Q1 2015 | 8 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q4 2015 | 8 |
Conservest Capital Advisors, Inc. | 7 | 1 | 0.09% | 5.98% | 9.48% | Q3 2019 | Q1 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 14.67% | 15.77% | 17.17% | Q1 2017 | Q4 2018 | 8 |
Stratos Investment Management, LLC | 7 | 1 | 0.06% | 0.18% | 0.40% | Q1 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Weil Company, Inc. | 7 | 1 | 0.45% | 2.50% | 6.67% | Q4 2017 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Context Capital Management, LLC | 5 | 3 | 0.67% | 1.47% | 2.51% | Q4 2018 | Q4 2020 | 8 |
Acorn Wealth Advisors, LLC | 5 | 3 | 0.06% | 0.17% | 0.29% | Q4 2017 | Q2 2021 | 8 |
Rinkey Investments | 8 | 8 | 0.15% | 0.63% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.60% | 1.15% | 1.54% | Q4 2017 | Q3 2019 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Leonard Rickey Investment Advisors P.L.L.C. | 6 | 1 | 0.18% | 0.21% | 0.26% | Q4 2017 | Q3 2023 | 8 |
Claret Asset Management Corp | 8 | 8 | 0.06% | 0.13% | 0.21% | Q3 2019 | Q2 2021 | 8 |
Pathway Financial Advisors LLC | 5 | 3 | 0.00% | 0.75% | 5.45% | Q4 2017 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 2.68% | 3.39% | 3.68% | Q4 2021 | Q3 2023 | 8 |
All Season Financial Advisors, Inc. | 5 | 3 | 0.74% | 1.02% | 1.63% | Q2 2021 | Q2 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.61% | 2.16% | 4.84% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 8 | 2.69% | 5.59% | 6.66% | Q4 2019 | Q3 2021 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 1.02% | 1.12% | 1.31% | Q4 2021 | Q3 2023 | 8 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 8 | 8 | 0.08% | 0.50% | 1.14% | Q2 2013 | Q1 2015 | 8 |
TORONTO DOMINION BANK | 4 | 1 | 0.10% | 0.33% | 0.60% | Q1 2020 | Q1 2023 | 8 |
Astoria Strategic Wealth, Inc. | 8 | 8 | 0.78% | 8.23% | 12.18% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 5.73% | 6.03% | 6.47% | Q4 2021 | Q3 2023 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.14% | 0.26% | 0.39% | Q4 2019 | Q3 2021 | 8 |
Live Oak Private Wealth LLC | 8 | 8 | 0.83% | 1.15% | 1.69% | Q2 2020 | Q1 2022 | 8 |
Symphony Financial, Ltd. Co. | 5 | 3 | 0.06% | 0.16% | 0.30% | Q2 2020 | Q2 2023 | 8 |
Parcion Private Wealth LLC | 5 | 3 | 0.08% | 0.37% | 0.82% | Q4 2020 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 3.43% | 3.87% | 4.32% | Q4 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.15% | 0.59% | 1.79% | Q4 2019 | Q3 2021 | 8 |
Wealth Enhancement & Preservation of GA, LLC | 4 | 4 | 0.36% | 2.68% | 4.87% | Q2 2020 | Q2 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TFG Advisers LLC | 7 | 1 | 0.10% | 0.12% | 0.15% | Q4 2019 | Q1 2022 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.12% | 0.26% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.16% | Q1 2017 | Q2 2020 | 8 |
StrongBox Wealth, LLC | 8 | 8 | 0.41% | 2.11% | 3.10% | Q1 2020 | Q4 2021 | 8 |
Northstar Advisory Group, LLC | 3 | 2 | 0.27% | 3.28% | 6.50% | Q4 2020 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.19% | 0.94% | 1.78% | Q4 2021 | Q3 2023 | 8 |
TruWealth Advisors, LLC | 5 | 1 | 0.02% | 1.98% | 5.80% | Q4 2020 | Q3 2023 | 8 |
SWMG, LLC | 4 | 4 | 0.21% | 0.30% | 0.39% | Q2 2021 | Q2 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.23% | 0.33% | 0.46% | Q4 2020 | Q3 2022 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.18% | 0.31% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Sandbox Financial Partners, LLC | 8 | 8 | 0.29% | 0.73% | 1.54% | Q4 2020 | Q3 2022 | 8 |
AGINCOURT CAPITAL MANAGEMENT, LLC | 8 | 8 | 12.36% | 14.60% | 16.07% | Q4 2021 | Q3 2023 | 8 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.02% | 0.26% | 0.56% | Q4 2016 | Q1 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 6.54% | 12.21% | 16.90% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.42% | 0.69% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Bridge Advisory, LLC | 8 | 8 | 0.14% | 0.19% | 0.27% | Q4 2020 | Q3 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.44% | 0.87% | 1.34% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.49% | 0.68% | 0.81% | Q4 2020 | Q3 2022 | 8 |
Benedetti & Gucer, Inc. | 8 | 8 | 0.37% | 0.90% | 2.49% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.37% | 0.42% | 0.52% | Q4 2020 | Q3 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.32% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.28% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.24% | 0.43% | 0.48% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 26.40% | 31.58% | 34.95% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.20% | 0.29% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.10% | 2.68% | 3.83% | Q1 2022 | Q4 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 1.00% | 2.11% | 3.75% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 4.21% | 4.59% | 4.99% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.06% | 0.25% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.09% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.61% | 0.75% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.05% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 1.87% | 3.44% | 5.77% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.04% | 0.21% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.03% | 0.51% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 9.19% | 10.56% | 14.71% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.42% | 0.56% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.21% | 5.48% | 9.52% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.25% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.75% | 0.99% | 1.22% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.46% | 1.77% | 3.76% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Frontier Asset Management, LLC | 8 | 8 | 0.84% | 3.11% | 5.56% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 15.00% | 15.93% | 16.83% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.40% | 0.49% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.07% | 0.18% | 0.64% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.50% | 0.75% | 1.19% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.61% | 1.74% | 4.98% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.26% | 0.50% | 0.62% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.17% | 0.31% | 0.51% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 1.49% | 2.36% | 3.76% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.25% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 1.17% | 1.81% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.72% | 1.98% | 3.25% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.25% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 0.39% | 0.47% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.50% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 2.76% | 6.48% | 8.46% | Q4 2021 | Q3 2023 | 8 |
Atlas Financial Advisors, Inc. | 8 | 8 | 0.72% | 19.38% | 29.87% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 1.45% | 2.24% | 3.87% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.50% | 0.81% | 1.90% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.58% | 0.99% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.16% | 0.34% | 0.68% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.28% | 0.57% | 0.85% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.56% | 1.49% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.05% | 1.43% | 5.57% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.48% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.30% | 1.03% | 3.66% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.12% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.21% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 8 |
PITCAIRN CO | 8 | 8 | 0.14% | 0.41% | 1.12% | Q4 2021 | Q3 2023 | 8 |
PARTHENON LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
DERBY & COMPANY, INC | 8 | 8 | 2.36% | 3.89% | 5.23% | Q4 2019 | Q3 2021 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 1.68% | 3.44% | 4.58% | Q4 2016 | Q3 2018 | 8 |
L. Roy Papp & Associates, LLP | 8 | 8 | 0.04% | 0.10% | 0.13% | Q3 2020 | Q2 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.08% | 0.18% | Q2 2013 | Q1 2015 | 8 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 1 | 0.08% | 0.44% | 2.17% | Q4 2013 | Q3 2019 | 8 |
GRIES FINANCIAL LLC | 5 | 3 | 0.28% | 0.37% | 0.52% | Q3 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 5.47% | 6.52% | 7.13% | Q4 2021 | Q3 2023 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 8 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q2 2017 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.09% | 0.31% | 0.55% | Q1 2019 | Q4 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.11% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Wechter Feldman Wealth Management, Inc. | 8 | 8 | 6.47% | 9.87% | 12.78% | Q4 2016 | Q3 2018 | 8 |
WealthStone, Inc. | 8 | 8 | 5.06% | 7.04% | 11.68% | Q2 2019 | Q1 2021 | 8 |
Highland Private Wealth Management | 5 | 2 | 0.09% | 0.10% | 0.12% | Q1 2016 | Q2 2019 | 7 |
Private Capital Management, LLC | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Synergy Asset Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 6 | 1 | 0.45% | 0.49% | 0.56% | Q2 2013 | Q3 2023 | 7 |
Ameliora Wealth Management Ltd. | 7 | 7 | 0.03% | 1.02% | 2.38% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.13% | 0.34% | Q4 2021 | Q2 2023 | 7 |
GODSEY & GIBB, INC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Schiavi & Co LLC | 7 | 7 | 0.73% | 1.00% | 1.74% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.39% | 0.80% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Lionsbridge Wealth Management LLC | 4 | 3 | 0.75% | 4.12% | 10.42% | Q4 2019 | Q3 2023 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
MEANS INVESTMENT CO., INC. | 7 | 7 | 0.05% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
LeJeune Puetz Investment Counsel LLC | 6 | 1 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q3 2018 | 7 |
P/E Global LLC | 7 | 7 | 100.00% | 100.00% | 100.00% | Q1 2022 | Q3 2023 | 7 |
Lattice Strategies LLC | 7 | 7 | 0.16% | 2.04% | 2.84% | Q3 2013 | Q1 2015 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 0.49% | 0.87% | 1.96% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BlackRock Group LTD | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2016 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.01% | 0.28% | 1.68% | Q4 2013 | Q1 2016 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.16% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MATTERN CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q4 2022 | 7 |
RAYMOND JAMES TRUST CO. OF NH | 7 | 7 | 12.86% | 17.76% | 20.29% | Q1 2022 | Q3 2023 | 7 |
Shamrock Asset Management LLC | 6 | 1 | 0.07% | 0.39% | 0.68% | Q3 2015 | Q1 2019 | 7 |
Family Management Corp | 7 | 7 | 0.13% | 0.16% | 0.22% | Q2 2020 | Q4 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 7 |
Lombard Odier Transatlantic Ltd | 7 | 7 | 0.01% | 1.05% | 2.46% | Q1 2015 | Q3 2016 | 7 |
Rathbones Group PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.37% | 0.44% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Tri-Star Advisors Inc. | 7 | 7 | 0.10% | 6.97% | 18.83% | Q3 2021 | Q1 2023 | 7 |
TIEDEMANN TRUST CO | 7 | 7 | 0.02% | 0.36% | 1.01% | Q2 2014 | Q4 2015 | 7 |
AHL Partners LLP | 4 | 1 | 0.08% | 0.72% | 1.52% | Q3 2014 | Q4 2017 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 1.69% | 2.37% | 3.19% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.09% | 0.12% | Q3 2019 | Q1 2021 | 7 |
Forefront Analytics, LLC | 4 | 3 | 0.04% | 1.44% | 3.12% | Q4 2017 | Q1 2020 | 7 |
Simplify Asset Management Inc. | 7 | 7 | 0.04% | 0.22% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.39% | 0.48% | 0.70% | Q2 2022 | Q4 2023 | 7 |
Benin Management CORP | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.13% | 0.77% | 2.05% | Q1 2022 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.13% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Rinet Co LLC | 7 | 7 | 2.36% | 5.26% | 7.71% | Q1 2020 | Q3 2021 | 7 |
ARGENT TRUST COMPANY, N.A. | 7 | 7 | 0.39% | 0.49% | 0.60% | Q3 2013 | Q1 2015 | 7 |
Bensler, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Hills Bank & Trust Co | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
South Dakota Investment Council | 7 | 7 | 4.78% | 5.10% | 5.45% | Q1 2022 | Q3 2023 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.57% | 1.37% | 2.04% | Q4 2015 | Q2 2017 | 7 |
Steinberg Global Asset Management | 4 | 3 | 0.37% | 1.76% | 2.38% | Q2 2013 | Q3 2016 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
KWB Wealth | 7 | 7 | 0.07% | 0.35% | 1.49% | Q4 2020 | Q2 2022 | 7 |
DOCK STREET ASSET MANAGEMENT INC | 7 | 7 | 2.10% | 2.32% | 2.69% | Q4 2020 | Q2 2022 | 7 |
McElhenny Sheffield Capital Management, LLC | 5 | 2 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.15% | 1.24% | 2.93% | Q4 2020 | Q2 2022 | 7 |
Intersect Capital LLC | 7 | 7 | 0.05% | 0.08% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.35% | 0.76% | 1.72% | Q1 2022 | Q3 2023 | 7 |
Crew Capital Management, Ltd. | 7 | 7 | 0.28% | 0.31% | 0.36% | Q1 2021 | Q3 2022 | 7 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.07% | 0.30% | Q2 2014 | Q4 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 1.58% | 3.33% | 4.19% | Q1 2021 | Q4 2022 | 7 |
F/M Investments LLC | 7 | 7 | 0.19% | 0.20% | 0.22% | Q4 2020 | Q2 2022 | 7 |
AFFINIA FINANCIAL GROUP, LLC | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2020 | Q3 2021 | 7 |
Buffington Mohr McNeal | 7 | 7 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q1 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.16% | 0.25% | 0.41% | Q2 2013 | Q4 2014 | 7 |
Liberty Mutual Group Asset Management Inc. | 6 | 1 | 0.07% | 3.34% | 6.94% | Q2 2016 | Q1 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Bond & Devick Financial Network, Inc. | 4 | 3 | 0.21% | 0.25% | 0.30% | Q2 2021 | Q3 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 7 |
Atlantic Union Bankshares Corp | 7 | 7 | 0.02% | 0.07% | 0.14% | Q1 2020 | Q3 2021 | 7 |
SUMMIT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.12% | 0.68% | 1.07% | Q2 2013 | Q1 2016 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
IFS Advisors, LLC | 7 | 7 | 0.00% | 0.27% | 0.69% | Q4 2020 | Q2 2022 | 7 |
Stonegate Investment Group, LLC | 7 | 7 | 0.01% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Global Strategic Investment Solutions, LLC | 7 | 7 | 0.04% | 0.37% | 0.64% | Q1 2021 | Q3 2022 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 0.24% | 2.86% | 4.74% | Q1 2022 | Q3 2023 | 7 |
Trustees of the Smith College | 7 | 7 | 3.85% | 28.88% | 57.53% | Q1 2022 | Q3 2023 | 7 |
ADE, LLC | 7 | 7 | 0.20% | 0.71% | 3.18% | Q4 2020 | Q2 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
High Note Wealth, LLC | 7 | 7 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q2 2022 | 7 |
Alberta Investment Management Corp | 6 | 1 | 0.68% | 1.84% | 3.71% | Q4 2019 | Q4 2021 | 7 |
Private Advisory Group LLC | 4 | 3 | 0.11% | 0.45% | 2.31% | Q4 2016 | Q1 2019 | 7 |
Phoenix Wealth Advisors | 4 | 3 | 0.01% | 14.42% | 28.26% | Q4 2020 | Q3 2023 | 7 |
Waypoint Wealth Partners Inc. | 7 | 7 | 0.22% | 0.87% | 1.82% | Q1 2022 | Q3 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.42% | 0.48% | 0.56% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 7 |
Bell Rock Capital LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Hefren-Tillotson, Inc. | 7 | 7 | 0.89% | 1.21% | 2.00% | Q3 2018 | Q1 2020 | 7 |
GIRARD SECURITIES, INC. | 6 | 1 | 0.18% | 0.40% | 0.62% | Q4 2015 | Q3 2017 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 1.37% | 1.77% | 2.26% | Q4 2021 | Q2 2023 | 7 |
Permanens Capital L.P. | 6 | 1 | 0.00% | 0.08% | 0.16% | Q1 2019 | Q2 2021 | 7 |
TCWP LLC | 7 | 7 | 0.19% | 0.50% | 0.99% | Q1 2022 | Q3 2023 | 7 |
TIAA Kaspick, LLC | 7 | 7 | 8.76% | 14.25% | 18.56% | Q4 2018 | Q2 2020 | 7 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 7 | 7 | 0.23% | 1.09% | 1.61% | Q2 2014 | Q4 2015 | 7 |
Koss-Olinger Consulting, LLC | 4 | 3 | 0.06% | 3.99% | 8.63% | Q4 2021 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.15% | 0.21% | 0.26% | Q4 2021 | Q2 2023 | 7 |
WBH ADVISORY INC | 3 | 1 | 0.03% | 0.37% | 0.73% | Q3 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q2 2019 | 7 |
Octavia Wealth Advisors, LLC | 5 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Prostatis Group LLC | 7 | 7 | 0.21% | 3.21% | 5.40% | Q4 2019 | Q2 2021 | 7 |
PALLADIEM, LLC | 4 | 3 | 0.03% | 3.91% | 11.95% | Q4 2014 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.08% | 0.43% | 0.58% | Q4 2020 | Q2 2022 | 7 |
Keystone Financial Group | 4 | 1 | 0.04% | 1.07% | 6.04% | Q4 2017 | Q3 2023 | 7 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.04% | Q1 2017 | Q3 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 1.08% | 1.50% | 1.78% | Q4 2016 | Q2 2018 | 7 |
Argentus Capital Management, LLC | 5 | 1 | 0.25% | 1.04% | 2.10% | Q2 2013 | Q3 2016 | 7 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 3.41% | 4.46% | 8.38% | Q4 2021 | Q2 2023 | 7 |
Wealth Alliance Advisory Group, LLC | 5 | 2 | 0.12% | 3.78% | 7.64% | Q4 2017 | Q4 2020 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.10% | 0.15% | 0.19% | Q1 2022 | Q2 2023 | 6 |
Cavalier Investments, LLC | 4 | 1 | 0.11% | 1.08% | 4.00% | Q1 2016 | Q4 2020 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q4 2022 | 6 |
USAdvisors Wealth Management, LLC | 5 | 1 | 0.31% | 0.55% | 0.78% | Q4 2019 | Q3 2023 | 6 |
Richard P Slaughter Associates Inc | 3 | 1 | 0.14% | 0.34% | 0.58% | Q2 2020 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Strategic Equity Management | 3 | 1 | 0.10% | 9.71% | 13.72% | Q4 2021 | Q3 2023 | 6 |
PRW Wealth Management LLC | 3 | 1 | 0.51% | 1.16% | 3.75% | Q2 2020 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 4.93% | 5.54% | 6.44% | Q2 2022 | Q3 2023 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.04% | 0.07% | 0.14% | Q4 2014 | Q1 2016 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Rede Wealth, LLC | 6 | 6 | 1.02% | 1.21% | 1.51% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 0.10% | 0.39% | 0.76% | Q3 2017 | Q4 2018 | 6 |
4J Wealth Management LLC | 6 | 6 | 0.21% | 0.24% | 0.31% | Q4 2020 | Q1 2022 | 6 |
Hoese & Co LLP | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Monterey Private Wealth, Inc. | 6 | 6 | 0.39% | 0.55% | 0.77% | Q3 2020 | Q4 2021 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 6 | 0.04% | 0.15% | 0.34% | Q1 2017 | Q2 2018 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 3.78% | 4.52% | 6.57% | Q2 2013 | Q3 2014 | 6 |
Clean Yield Group | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Princeton Global Asset Management LLC | 4 | 2 | 0.00% | 0.30% | 0.58% | Q4 2018 | Q2 2020 | 6 |
Clarity Wealth Advisors, LLC | 6 | 6 | 0.18% | 0.23% | 0.35% | Q3 2021 | Q4 2022 | 6 |
Carlson Capital Management | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 6 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.18% | 0.31% | 0.39% | Q2 2022 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Ally Invest Advisors Inc. | 6 | 6 | 0.03% | 0.35% | 0.77% | Q2 2022 | Q3 2023 | 6 |
FIC CAPITAL INC | 6 | 6 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q3 2014 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.07% | 0.28% | Q2 2018 | Q4 2020 | 6 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 6 | 6 | 0.45% | 1.63% | 2.88% | Q2 2019 | Q3 2020 | 6 |
VALICENTI ADVISORY SERVICES INC | 6 | 6 | 0.07% | 1.05% | 1.31% | Q1 2021 | Q2 2022 | 6 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 1.04% | 1.21% | 1.53% | Q2 2013 | Q3 2014 | 6 |
ARGUS INVESTORS' COUNSEL, INC. | 6 | 6 | 0.15% | 0.34% | 0.55% | Q3 2020 | Q4 2021 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.35% | 0.52% | 0.59% | Q3 2021 | Q4 2022 | 6 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
CCG WEALTH MANAGEMENT, LLC | 5 | 1 | 0.16% | 1.38% | 1.90% | Q4 2018 | Q3 2021 | 6 |
Total Wealth Planning, LLC | 5 | 1 | 0.09% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Hamilton Wealth, LLC | 6 | 6 | 0.19% | 1.03% | 1.90% | Q1 2022 | Q2 2023 | 6 |
PEAVINE CAPITAL, LLC | 6 | 6 | 13.02% | 31.13% | 36.51% | Q4 2013 | Q1 2015 | 6 |
Hoxton Financial, Inc. | 5 | 1 | 0.00% | 0.52% | 1.78% | Q2 2013 | Q2 2015 | 6 |
STERNE AGEE GROUP, INC. | 4 | 2 | 0.24% | 0.29% | 0.41% | Q2 2013 | Q1 2015 | 6 |
Affiance Financial, LLC | 5 | 1 | 0.00% | 0.45% | 1.27% | Q1 2020 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 4 | 2 | 0.00% | 0.63% | 0.84% | Q4 2018 | Q3 2023 | 6 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.23% | 0.42% | Q2 2019 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 0.92% | 3.09% | 4.38% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.24% | 0.39% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.30% | 0.54% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 2.00% | 2.15% | 2.30% | Q4 2021 | Q1 2023 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.60% | 2.14% | 6.35% | Q1 2022 | Q2 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 1.06% | 1.28% | 1.43% | Q4 2021 | Q3 2023 | 6 |
Advance Capital Management, Inc. | 4 | 2 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Autumn Glory Partners, LLC | 6 | 6 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q1 2023 | 6 |
Smart Money Group LLC | 4 | 2 | 0.15% | 0.84% | 2.64% | Q2 2020 | Q4 2021 | 6 |
Forbes Financial Planning, Inc. | 6 | 6 | 6.65% | 7.25% | 7.76% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 4.40% | 5.80% | 6.85% | Q1 2022 | Q2 2023 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.02% | 0.15% | 0.25% | Q3 2015 | Q4 2016 | 6 |
COOK WEALTH MANAGEMENT GROUP LLC | 6 | 6 | 0.70% | 0.97% | 1.23% | Q4 2021 | Q1 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.09% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Mariner Wealth Advisors-Cincinnati, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2018 | 6 |
Eagle Strategies LLC | 4 | 1 | 0.08% | 1.23% | 2.44% | Q4 2021 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.89% | 1.59% | 2.29% | Q4 2021 | Q1 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.26% | 0.46% | 0.86% | Q4 2019 | Q1 2021 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.42% | 0.96% | 1.57% | Q1 2016 | Q2 2017 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Rex Capital Advisors, LLC | 6 | 6 | 0.34% | 0.39% | 0.48% | Q3 2016 | Q4 2017 | 6 |
Peachtree Investment Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 6 | 6 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.13% | 0.27% | 0.38% | Q4 2021 | Q3 2023 | 6 |
Wealth Advisors of Iowa, LLC | 5 | 1 | 0.23% | 1.12% | 2.66% | Q1 2020 | Q4 2022 | 6 |
Tenret Co LLC | 6 | 6 | 0.33% | 3.03% | 9.14% | Q2 2021 | Q3 2022 | 6 |
HC Advisors, LLC | 6 | 6 | 0.33% | 0.73% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Triumph Capital Management | 4 | 2 | 0.12% | 0.49% | 1.28% | Q3 2021 | Q3 2023 | 6 |
Regency Capital Management Inc.\DE | 6 | 6 | 0.11% | 5.75% | 14.63% | Q1 2021 | Q2 2022 | 6 |
GP Brinson Investments LLC | 6 | 6 | 2.99% | 5.58% | 13.25% | Q3 2022 | Q4 2023 | 6 |
RIDGECREST WEALTH PARTNERS, LLC | 6 | 6 | 0.17% | 0.57% | 0.98% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 3.03% | 3.27% | 3.60% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 5 | 1 | 0.15% | 1.55% | 4.22% | Q4 2021 | Q3 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.08% | 0.14% | 0.18% | Q2 2021 | Q3 2022 | 6 |
Cobble Hill Financial Services, INC | 6 | 6 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Chevy Chase Trust Holdings, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 6 |
MBA Advisors LLC | 6 | 6 | 0.83% | 1.91% | 2.60% | Q1 2021 | Q2 2022 | 6 |
InTrack Investment Management Inc | 6 | 6 | 0.23% | 0.27% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.12% | 0.57% | 1.17% | Q4 2018 | Q1 2020 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.24% | 0.54% | 0.74% | Q4 2018 | Q3 2021 | 5 |
Windhaven Investment Management, Inc. | 3 | 1 | 0.00% | 0.54% | 2.67% | Q4 2013 | Q1 2018 | 5 |
SAGE FINANCIAL GROUP INC | 4 | 1 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Roger Wittlin Investment Advisory, LLC | 5 | 5 | 0.26% | 1.86% | 8.21% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
INVESTMENT HOUSE LLC | 3 | 2 | 0.06% | 0.13% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Kozak & Associates, Inc. | 4 | 1 | 0.00% | 1.44% | 7.14% | Q4 2020 | Q2 2022 | 5 |
Laurel Wealth Planning LLC | 5 | 5 | 0.05% | 0.16% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.68% | 0.88% | Q3 2021 | Q3 2023 | 5 |
TCG Advisors, LP | 5 | 5 | 0.01% | 0.29% | 0.62% | Q1 2019 | Q1 2020 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q2 2020 | Q2 2021 | 5 |
Transform Wealth, LLC | 5 | 5 | 1.09% | 1.74% | 2.11% | Q3 2022 | Q3 2023 | 5 |
Stifel Trust Company, N.A. | 5 | 5 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Pacific Center for Financial Services | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Tanglewood Wealth Management, Inc. | 5 | 5 | 1.05% | 4.05% | 9.98% | Q2 2022 | Q2 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2016 | Q1 2017 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 3.99% | 4.43% | 4.93% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q3 2021 | 5 |
Dougherty Wealth Advisers LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 5 |
West Coast Financial LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Stegent Equity Advisors, Inc. | 5 | 5 | 0.38% | 0.41% | 0.46% | Q2 2022 | Q2 2023 | 5 |
Granger Management LLC | 3 | 2 | 3.18% | 25.58% | 59.78% | Q4 2020 | Q4 2022 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.06% | 0.09% | 0.20% | Q3 2022 | Q3 2023 | 5 |
OTA Financial Group L.P. | 2 | 1 | 4.46% | 9.46% | 19.28% | Q2 2020 | Q4 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.42% | 0.52% | 0.69% | Q4 2019 | Q3 2022 | 5 |
Great Diamond Partners, LLC | 5 | 5 | 1.27% | 1.99% | 2.37% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.56% | 0.70% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.04% | 0.42% | 1.57% | Q2 2016 | Q2 2017 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 0.25% | 1.38% | 2.98% | Q4 2021 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.11% | 0.16% | 0.22% | Q2 2022 | Q2 2023 | 5 |
LWS Wealth Advisors, Inc. | 4 | 1 | 0.05% | 0.52% | 0.97% | Q4 2019 | Q1 2021 | 5 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2020 | 5 |
X-Square Capital, LLC | 3 | 2 | 0.57% | 1.12% | 2.28% | Q2 2019 | Q4 2020 | 5 |
Peterson Wealth Services | 5 | 5 | 0.16% | 0.28% | 0.44% | Q2 2022 | Q2 2023 | 5 |
Anson Capital, Inc. | 5 | 5 | 0.31% | 0.35% | 0.37% | Q4 2021 | Q4 2022 | 5 |
CONNING INC. | 4 | 1 | 0.00% | 0.08% | 0.13% | Q1 2018 | Q3 2019 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.06% | 0.14% | 0.41% | Q4 2020 | Q4 2021 | 5 |
Quadrant Private Wealth Management, LLC | 5 | 5 | 0.10% | 0.14% | 0.21% | Q1 2020 | Q1 2021 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 2.95% | 5.16% | 6.90% | Q3 2022 | Q3 2023 | 5 |
HT Partners LLC | 5 | 5 | 1.61% | 2.60% | 3.98% | Q4 2014 | Q4 2015 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Invesco Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 5 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.89% | 1.66% | 2.04% | Q4 2021 | Q4 2022 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.16% | 0.28% | 0.49% | Q2 2015 | Q2 2016 | 5 |
GQ Asset Management, LLC | 5 | 5 | 60.79% | 75.41% | 83.97% | Q1 2019 | Q1 2020 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Pacific Wealth Management | 4 | 1 | 0.46% | 12.60% | 17.03% | Q4 2020 | Q4 2022 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q4 2021 | 5 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 0.12% | 2.01% | 4.76% | Q1 2018 | Q2 2022 | 5 |
FIRST UNITED BANK & TRUST | 5 | 5 | 0.32% | 0.38% | 0.56% | Q1 2021 | Q1 2022 | 5 |
VeraBank, N.A. | 4 | 1 | 0.08% | 0.21% | 0.36% | Q3 2021 | Q3 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.09% | 0.10% | 0.15% | Q3 2015 | Q3 2016 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Elevated Capital Advisors, LLC | 3 | 1 | 0.11% | 0.57% | 0.77% | Q1 2019 | Q3 2023 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 5 |
Unified Trust Company, N.A. | 5 | 5 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Carmel Capital Partners, LLC | 3 | 2 | 0.01% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 5 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 5 |
Icon Wealth Partners, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 5 |
Emerald Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q2 2022 | 5 |
Tennessee Valley Asset Management Partners | 3 | 2 | 0.10% | 0.23% | 0.56% | Q2 2022 | Q3 2023 | 5 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 5 | 0.12% | 0.32% | 0.59% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.07% | 0.14% | Q1 2015 | Q1 2016 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wade Financial Advisory, Inc | 4 | 1 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 5 |
FRG Family Wealth Advisors LLC | 3 | 2 | 0.09% | 0.26% | 0.54% | Q1 2016 | Q4 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.06% | 0.21% | 0.40% | Q4 2016 | Q4 2017 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.19% | 0.36% | 0.50% | Q3 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 6.52% | 6.67% | 7.04% | Q3 2022 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.17% | 0.19% | 0.22% | Q2 2020 | Q3 2021 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2017 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 1.40% | 1.55% | 1.69% | Q3 2018 | Q3 2019 | 5 |
RHS Financial, LLC | 5 | 5 | 0.19% | 0.47% | 0.64% | Q3 2022 | Q3 2023 | 5 |
First City Capital Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2016 | 5 |
ARS Wealth Advisors Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Activest Wealth Management | 3 | 1 | 0.01% | 0.16% | 0.74% | Q4 2021 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.26% | 0.56% | Q4 2019 | Q4 2020 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alliance Wealth Advisors, LLC | 5 | 5 | 4.24% | 8.78% | 12.15% | Q2 2022 | Q2 2023 | 5 |
DRW Securities, LLC | 3 | 2 | 0.03% | 0.20% | 0.42% | Q1 2014 | Q3 2015 | 5 |
Hemington Wealth Management | 5 | 5 | 0.19% | 0.23% | 0.25% | Q4 2020 | Q4 2021 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Anfield Capital Management, LLC | 2 | 1 | 0.01% | 1.53% | 2.74% | Q4 2019 | Q4 2021 | 5 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 5 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 5 |
3EDGE Asset Management, LP | 5 | 5 | 0.52% | 0.74% | 0.89% | Q4 2016 | Q4 2017 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.60% | 0.85% | 1.43% | Q4 2019 | Q4 2020 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.45% | 0.54% | 0.69% | Q4 2021 | Q4 2022 | 5 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2016 | 5 |
Twelve Points Wealth Management LLC | 4 | 1 | 0.10% | 0.32% | 0.58% | Q4 2021 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 3.00% | 3.92% | 4.94% | Q3 2022 | Q3 2023 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2016 | Q4 2017 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 13.09% | 13.66% | 14.60% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 3.77% | 3.90% | 4.07% | Q3 2022 | Q3 2023 | 5 |
Truadvice, LLC | 4 | 1 | 0.08% | 1.67% | 4.06% | Q2 2021 | Q3 2023 | 5 |
Benchmark Wealth Management, LLC | 5 | 5 | 0.23% | 0.40% | 0.49% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q4 2023 | 5 |
INNEALTA CAPITAL, LLC | 4 | 1 | 0.14% | 3.62% | 8.64% | Q1 2019 | Q4 2022 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q2 2022 | 5 |
BG Investment Services, Inc. | 5 | 5 | 15.58% | 17.65% | 18.79% | Q4 2021 | Q4 2022 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.47% | 0.50% | 0.54% | Q2 2022 | Q2 2023 | 5 |
Crestmont Private Wealth LLC | 5 | 5 | 8.84% | 9.40% | 10.12% | Q3 2022 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.01% | 0.05% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.32% | 0.73% | 1.76% | Q4 2020 | Q3 2023 | 5 |
CAPITAL ADVISORS INC/OK | 2 | 1 | 0.01% | 1.45% | 2.83% | Q4 2016 | Q3 2023 | 5 |
Coastwise Capital Group, LLC | 5 | 5 | 0.37% | 0.41% | 0.51% | Q2 2022 | Q2 2023 | 5 |
Tradewinds, LLC. | 3 | 2 | 1.22% | 1.60% | 1.91% | Q2 2022 | Q3 2023 | 5 |
Arlington Capital Management, Inc. | 3 | 2 | 0.31% | 2.03% | 2.89% | Q4 2015 | Q3 2023 | 5 |
Cordatus Wealth Management LLC | 3 | 2 | 0.10% | 0.13% | 0.20% | Q3 2020 | Q1 2022 | 5 |
Impax Asset Management Group plc | 4 | 1 | 0.09% | 0.12% | 0.16% | Q3 2018 | Q4 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 1.53% | 1.78% | 2.30% | Q3 2018 | Q3 2019 | 5 |
AMI INVESTMENT MANAGEMENT INC | 2 | 1 | 0.08% | 0.12% | 0.17% | Q4 2013 | Q2 2015 | 5 |
Watchman Group, Inc. | 5 | 5 | 0.16% | 0.71% | 1.23% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.17% | 0.74% | Q1 2022 | Q1 2023 | 5 |
MBE Wealth Management, LLC | 4 | 1 | 0.10% | 0.13% | 0.17% | Q1 2020 | Q3 2021 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.02% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.23% | 0.28% | 0.32% | Q2 2016 | Q2 2017 | 5 |
NewDay Solutions, LLC | 4 | 1 | 0.56% | 1.10% | 2.81% | Q4 2018 | Q1 2020 | 5 |
Ledge Wealth Management, Inc. | 5 | 5 | 2.12% | 5.95% | 7.31% | Q3 2022 | Q3 2023 | 5 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
BCWM, LLC | 5 | 5 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q2 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.15% | 0.24% | Q4 2018 | Q4 2019 | 5 |
MBL Wealth, LLC | 5 | 5 | 1.46% | 1.78% | 2.28% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.30% | 0.59% | 0.72% | Q2 2013 | Q2 2021 | 5 |
Roth Financial Partners LLC | 5 | 5 | 0.16% | 0.21% | 0.27% | Q3 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.86% | 2.14% | Q3 2014 | Q4 2017 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.39% | 0.44% | 0.49% | Q4 2021 | Q4 2022 | 5 |
HAZLETT, BURT & WATSON, INC. | 3 | 2 | 0.03% | 0.09% | 0.18% | Q1 2022 | Q3 2023 | 5 |
QCM Cayman, Ltd. | 3 | 1 | 1.26% | 1.79% | 2.97% | Q2 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Vantage Financial Partners, LLC | 5 | 5 | 10.87% | 12.24% | 14.69% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 4 | 1 | 0.09% | 2.42% | 4.09% | Q3 2019 | Q3 2022 | 5 |
361 CAPITAL LLC | 3 | 2 | 0.07% | 3.03% | 9.75% | Q1 2016 | Q2 2019 | 5 |
CAMDEN NATIONAL BANK | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2021 | 5 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q2 2020 | Q2 2022 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q2 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 3 | 1 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q4 2021 | 4 |
Lantz Financial LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q1 2019 | Q4 2019 | 4 |
LAU ASSOCIATES LLC | 4 | 4 | 0.40% | 0.42% | 0.45% | Q1 2019 | Q4 2019 | 4 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.28% | 1.15% | 1.70% | Q2 2017 | Q2 2023 | 4 |
Israel Discount Bank of New York | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2017 | 4 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.39% | 1.51% | Q4 2018 | Q1 2023 | 4 |
CFO4Life Group, LLC | 4 | 4 | 0.27% | 0.51% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Knuff & Co LLC | 3 | 1 | 0.00% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Western Asset Management Company, LLC | 2 | 1 | 0.02% | 0.82% | 2.65% | Q2 2020 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 4 |
WT Wealth Management | 4 | 4 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Asset Planning Services, Ltd. | 3 | 1 | 0.00% | 0.19% | 0.30% | Q2 2015 | Q3 2019 | 4 |
Fiduciary Planning LLC | 3 | 1 | 0.08% | 11.62% | 23.78% | Q4 2019 | Q4 2020 | 4 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
International City Management Association Retirement Corp | 4 | 4 | 20.98% | 22.26% | 24.89% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 8.04% | 9.90% | 10.79% | Q4 2019 | Q3 2020 | 4 |
Americana Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ascension Capital Advisors, Inc. | 4 | 4 | 0.76% | 1.01% | 1.31% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.29% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 3 | 1 | 0.10% | 0.22% | 0.29% | Q2 2020 | Q4 2021 | 4 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 3.24% | 9.29% | Q4 2016 | Q3 2022 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q3 2020 | 4 |
CHOREO, LLC | 3 | 1 | 0.06% | 0.15% | 0.30% | Q4 2014 | Q3 2023 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 0.88% | 1.46% | 2.42% | Q4 2020 | Q3 2021 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.16% | 0.23% | 0.39% | Q1 2015 | Q2 2022 | 4 |
Integer Wealth Advisors Group LLC | 4 | 4 | 0.25% | 3.15% | 7.14% | Q2 2020 | Q1 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parker Investment Management, LLC | 4 | 4 | 0.92% | 1.11% | 1.18% | Q1 2019 | Q4 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.01% | 0.51% | 0.86% | Q4 2019 | Q1 2022 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CLIENT 1ST ADVISORY GROUP, LLC | 4 | 4 | 0.15% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
BHF RG Capital Inc. | 2 | 2 | 8.72% | 10.03% | 11.43% | Q4 2019 | Q3 2021 | 4 |
Fusion Capital, LLC | 4 | 4 | 0.21% | 0.28% | 0.37% | Q4 2019 | Q3 2020 | 4 |
Menard Financial Group LLC | 4 | 4 | 2.56% | 3.56% | 4.02% | Q2 2020 | Q1 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 4 |
FORT PITT CAPITAL GROUP, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.02% | 1.39% | 4.95% | Q4 2022 | Q3 2023 | 4 |
Freestate Advisors LLC | 3 | 1 | 0.32% | 22.66% | 34.46% | Q4 2018 | Q4 2020 | 4 |
Zeit Capital LLC | 4 | 4 | 0.08% | 0.90% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.02% | 4.13% | 16.23% | Q4 2018 | Q3 2019 | 4 |
REBALANCE, LLC | 4 | 4 | 5.29% | 6.14% | 7.00% | Q4 2022 | Q3 2023 | 4 |
Seascape Capital Management | 4 | 4 | 0.41% | 0.84% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 1.39% | 1.65% | 2.00% | Q3 2022 | Q2 2023 | 4 |
Annandale Capital, LLC | 4 | 4 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Ken Stern & Associates, Inc. | 2 | 1 | 0.09% | 0.35% | 0.73% | Q4 2016 | Q3 2018 | 4 |
Klaas Financial Asset Advisors, LLC | 3 | 1 | 0.00% | 0.26% | 0.38% | Q4 2020 | Q4 2021 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.10% | 0.22% | 0.32% | Q1 2018 | Q4 2018 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 4 |
Advisor Resource Council | 3 | 1 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Reliant Wealth Planning | 4 | 4 | 3.76% | 6.89% | 15.34% | Q1 2020 | Q4 2020 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 2.60% | 2.68% | 2.77% | Q4 2018 | Q4 2019 | 4 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q2 2022 | Q1 2023 | 4 |
MTM Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.74% | 0.93% | 1.13% | Q2 2016 | Q1 2017 | 4 |
Prairiewood Capital, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Longer Investments Inc. | 4 | 4 | 2.58% | 5.60% | 10.14% | Q4 2015 | Q3 2016 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.14% | 0.19% | 0.24% | Q2 2020 | Q1 2021 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 1.02% | 1.14% | 1.32% | Q4 2022 | Q3 2023 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 4 |
Diversified, LLC | 3 | 1 | 0.06% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 18.47% | 18.93% | 19.33% | Q4 2022 | Q3 2023 | 4 |
Farmers National Bank | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q2 2019 | 4 |
Altus Wealth Group LLC | 4 | 4 | 1.08% | 1.22% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Addison Advisors LLC | 4 | 4 | 0.06% | 0.72% | 2.67% | Q4 2022 | Q3 2023 | 4 |
PROFESSIONAL ADVISORY SERVICES INC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q4 2013 | Q3 2014 | 4 |
Destiny Wealth Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Stairway Partners, LLC | 4 | 4 | 11.94% | 13.23% | 14.54% | Q1 2023 | Q4 2023 | 4 |
Golden State Equity Partners | 3 | 1 | 0.10% | 0.47% | 0.84% | Q3 2021 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 4.05% | 4.44% | 5.11% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.01% | 0.36% | 0.58% | Q1 2022 | Q3 2023 | 4 |
Red Wave Investments LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Strid Group, LLC | 3 | 1 | 0.13% | 0.31% | 0.59% | Q4 2015 | Q4 2017 | 4 |
First Allied Asset Management, Inc. | 2 | 1 | 0.04% | 1.77% | 4.12% | Q2 2013 | Q1 2015 | 4 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.04% | 0.80% | 1.46% | Q2 2016 | Q1 2020 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2015 | Q3 2016 | 4 |
Prentice Wealth Management LLC | 4 | 4 | 8.06% | 8.97% | 11.38% | Q4 2022 | Q3 2023 | 4 |
KB FINANCIAL PARTNERS, LLC | 4 | 4 | 0.08% | 0.28% | 0.87% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Level Financial Advisors | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
J Arnold Wealth Management Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Epic Trust Investment Advisors, LLC | 4 | 4 | 0.37% | 0.69% | 0.93% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
ENZI WEALTH | 4 | 4 | 0.15% | 1.79% | 3.04% | Q3 2022 | Q2 2023 | 4 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 4 | 4 | 0.26% | 0.27% | 0.29% | Q2 2020 | Q1 2021 | 4 |
Helen Stephens Group, LLC | 3 | 1 | 0.10% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 4 |
MONTAGE INVESTMENTS, LLC | 4 | 4 | 0.30% | 0.68% | 0.96% | Q4 2015 | Q3 2016 | 4 |
Family Investment Center, Inc. | 4 | 4 | 3.07% | 4.06% | 4.65% | Q4 2022 | Q3 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 1.88% | 6.60% | 12.77% | Q3 2022 | Q2 2023 | 4 |
Passaic Partners LLC | 4 | 4 | 3.65% | 4.01% | 4.40% | Q4 2022 | Q3 2023 | 4 |
Stone Point Wealth LLC | 4 | 4 | 0.11% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 4.14% | 4.90% | 5.32% | Q1 2022 | Q4 2022 | 4 |
Kellett Wealth Advisors, LLC | 4 | 4 | 0.30% | 0.38% | 0.55% | Q4 2021 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 4 |
HFG Advisors, Inc. | 4 | 4 | 1.96% | 2.05% | 2.16% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.07% | 0.24% | 0.44% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 10.51% | 11.57% | 12.62% | Q4 2022 | Q3 2023 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.21% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
LOWERY THOMAS, LLC | 4 | 4 | 1.32% | 2.41% | 3.51% | Q4 2021 | Q3 2022 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 6.41% | 6.61% | 6.80% | Q4 2014 | Q3 2015 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.57% | 0.67% | 0.80% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 3.10% | 3.47% | 3.63% | Q4 2022 | Q3 2023 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.25% | 0.29% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Financial Advisory Group | 4 | 4 | 0.86% | 1.19% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Presidio Capital Management, LLC | 4 | 4 | 7.11% | 10.96% | 13.43% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 1.03% | 1.12% | 1.19% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 4.26% | 5.06% | 7.02% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.07% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ASB Consultores, LLC | 4 | 4 | 0.41% | 0.59% | 1.06% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Geisinger Health | 4 | 4 | 46.30% | 50.85% | 55.42% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.18% | 0.33% | 0.71% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 0.39% | 0.51% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.41% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 1.97% | 3.47% | 5.11% | Q4 2022 | Q3 2023 | 4 |
AJ Advisors, LLC | 4 | 4 | 5.69% | 7.37% | 8.33% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 2.07% | 3.15% | 3.77% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.92% | 0.99% | 1.08% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 4.55% | 6.96% | 13.35% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.35% | 0.51% | 0.60% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 1.90% | 2.64% | 3.16% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.74% | 1.69% | 3.48% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.52% | 5.68% | 10.32% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.85% | 2.24% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.15% | 0.75% | 1.79% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.17% | 0.34% | 0.60% | Q4 2022 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 1.30% | 2.87% | 4.49% | Q1 2020 | Q4 2020 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.50% | 0.58% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.01% | 0.15% | 0.56% | Q1 2014 | Q2 2018 | 4 |
Kooman & Associates | 4 | 4 | 0.20% | 0.25% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 6.17% | 6.89% | 7.97% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 1.28% | 1.31% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.30% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.02% | 1.11% | 1.33% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.20% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.16% | 0.40% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 2.63% | 2.75% | 2.85% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.31% | 4.43% | 6.01% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 2.56% | 3.45% | 4.81% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.55% | 2.12% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.18% | 3.39% | 7.07% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.09% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.24% | 0.32% | 0.42% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 2.28% | 2.33% | 2.47% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 3.46% | 3.51% | 3.62% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.41% | 2.78% | 3.22% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 6.01% | 6.58% | 7.08% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 5.68% | 11.10% | 13.87% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.86% | 6.16% | 18.83% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 2.68% | 3.09% | 3.32% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.94% | 1.65% | 2.54% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 3.08% | 3.23% | 3.34% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 5.41% | 7.66% | 8.99% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.26% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 6.62% | 7.11% | 7.70% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.13% | 0.30% | 0.59% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.06% | 0.62% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 1.00% | 1.24% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.97% | 1.09% | 1.15% | Q4 2022 | Q3 2023 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BAR HARBOR TRUST SERVICES | 3 | 1 | 0.00% | 0.21% | 0.31% | Q4 2015 | Q2 2022 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.37% | 0.78% | 1.43% | Q1 2020 | Q4 2020 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 3 | 1 | 0.04% | 0.16% | 0.22% | Q2 2020 | Q1 2023 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.17% | 0.78% | 1.90% | Q2 2013 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.99% | 2.58% | 5.54% | Q4 2018 | Q3 2019 | 4 |
J2 Capital Management Inc | 4 | 4 | 0.42% | 3.44% | 6.70% | Q4 2021 | Q3 2022 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.10% | 0.18% | Q2 2021 | Q1 2022 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Nuveen Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.60% | 0.68% | 0.75% | Q4 2020 | Q3 2021 | 4 |
NATIXIS | 2 | 2 | 0.03% | 0.57% | 1.15% | Q2 2013 | Q1 2022 | 4 |
Rotella Capital Management, Inc. | 4 | 4 | 0.40% | 1.05% | 1.41% | Q1 2014 | Q4 2014 | 4 |
Financial Services Advisory Inc | 4 | 4 | 0.11% | 1.55% | 5.82% | Q4 2022 | Q3 2023 | 4 |
STRATEGIC CAPITAL ADVISERS, INC. | 4 | 4 | 0.45% | 0.52% | 0.60% | Q3 2019 | Q2 2020 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 1.26% | 2.65% | 4.98% | Q1 2020 | Q3 2023 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.12% | 0.30% | 0.82% | Q3 2019 | Q2 2021 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.06% | 0.19% | 0.44% | Q1 2016 | Q4 2016 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Claybrook Capital, LLC | 3 | 1 | 0.08% | 0.23% | 0.29% | Q4 2018 | Q4 2019 | 4 |
Rock Point Advisors, LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Equinox Institutional Asset Management, LP | 4 | 4 | 12.34% | 13.97% | 14.64% | Q4 2015 | Q3 2016 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 4 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.13% | 0.18% | Q2 2019 | Q1 2022 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.94% | 1.15% | 1.42% | Q1 2020 | Q4 2020 | 4 |
Selective Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 4 |
Delta Investment Management, LLC | 2 | 1 | 0.11% | 0.45% | 0.91% | Q4 2019 | Q1 2021 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.41% | 1.20% | 1.60% | Q3 2022 | Q2 2023 | 4 |
Lokken Investment Group LLC | 3 | 3 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q3 2023 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.11% | 0.32% | Q1 2022 | Q3 2022 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.21% | 0.27% | 0.33% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.57% | 0.63% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q4 2018 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.31% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Turim 21 Investimentos Ltda. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 3 |
Harfst & Associates, Inc. | 2 | 1 | 0.04% | 0.09% | 0.19% | Q3 2016 | Q2 2017 | 3 |
Abacus Planning Group, Inc. | 3 | 3 | 0.07% | 0.13% | 0.23% | Q1 2022 | Q3 2022 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.62% | 0.66% | 0.71% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.30% | 0.32% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Fluent Financial, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q2 2021 | Q4 2021 | 3 |
Brightworth | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q3 2022 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.28% | 0.30% | 0.31% | Q4 2020 | Q2 2021 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 1.02% | 1.11% | 1.26% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.01% | 0.13% | 0.29% | Q4 2022 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.04% | 0.19% | 0.45% | Q3 2016 | Q2 2019 | 3 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.11% | 0.18% | Q4 2017 | Q2 2020 | 3 |
Core Wealth Management, Inc. | 3 | 3 | 0.14% | 0.47% | 0.72% | Q4 2022 | Q2 2023 | 3 |
ETF Store, Inc. | 3 | 3 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 4.07% | 4.22% | 4.37% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.10% | 0.41% | 0.62% | Q4 2022 | Q2 2023 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.48% | 0.71% | 0.92% | Q4 2022 | Q3 2023 | 3 |
Cabot-Wellington, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2015 | Q4 2015 | 3 |
MILESTONE ASSET MANAGEMENT, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.16% | Q4 2018 | Q1 2021 | 3 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 2 | 1 | 0.48% | 0.70% | 0.95% | Q4 2018 | Q1 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 11.16% | 11.70% | 12.32% | Q4 2021 | Q2 2022 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
AAF Wealth Management, LLC | 3 | 3 | 0.24% | 2.18% | 3.18% | Q2 2021 | Q4 2021 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.14% | 0.46% | 0.66% | Q3 2021 | Q4 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.09% | 0.17% | 0.23% | Q1 2013 | Q3 2013 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Mainsail Financial Group, LLC | 3 | 3 | 2.21% | 2.83% | 4.05% | Q1 2023 | Q3 2023 | 3 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3 | 3 | 1.38% | 7.25% | 11.05% | Q2 2019 | Q4 2019 | 3 |
UNITED BANK | 1 | 1 | 0.04% | 0.17% | 0.38% | Q3 2017 | Q2 2022 | 3 |
JB Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Left Brain Wealth Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q3 2020 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.09% | 0.15% | 0.24% | Q1 2015 | Q3 2022 | 3 |
Retirement Solution Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.25% | 0.55% | 1.07% | Q4 2017 | Q3 2019 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.44% | 0.48% | 0.51% | Q4 2022 | Q2 2023 | 3 |
Manifold Partners, LLC | 2 | 1 | 9.81% | 21.18% | 32.84% | Q4 2015 | Q3 2018 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 3 |
First National Bank of Mount Dora, Trust Investment Services | 3 | 3 | 0.15% | 0.23% | 0.37% | Q2 2022 | Q4 2022 | 3 |
Optas, LLC | 3 | 3 | 0.12% | 0.83% | 2.24% | Q1 2023 | Q3 2023 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 12.21% | 12.45% | 12.71% | Q4 2017 | Q2 2018 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 0.73% | 3.71% | 9.52% | Q2 2015 | Q4 2015 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Second Half Financial Partners, LLC | 2 | 1 | 0.60% | 0.67% | 0.82% | Q1 2022 | Q2 2023 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.32% | 0.34% | 0.36% | Q3 2021 | Q1 2022 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.01% | 0.07% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Portfolio Strategies Inc | 1 | 1 | 0.39% | 1.96% | 4.78% | Q4 2013 | Q4 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 3 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 3 | 3 | 5.99% | 6.80% | 7.69% | Q4 2015 | Q2 2016 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
FACTORY MUTUAL INSURANCE CO | 3 | 3 | 0.58% | 1.56% | 2.84% | Q1 2023 | Q3 2023 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.26% | 0.34% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.71% | 0.75% | 0.82% | Q1 2023 | Q3 2023 | 3 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 3 |
CBIZ Investment Advisory Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.09% | 0.22% | Q4 2018 | Q2 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2012 | Q2 2013 | 3 |
Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.75% | 1.26% | Q1 2017 | Q3 2022 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MCIA Inc | 3 | 3 | 0.27% | 0.29% | 0.30% | Q2 2017 | Q4 2017 | 3 |
Board of Trustees of The Leland Stanford Junior University | 3 | 3 | 35.16% | 42.00% | 50.10% | Q2 2013 | Q4 2013 | 3 |
Stokes Capital Advisors, LLC | 3 | 3 | 0.11% | 0.16% | 0.22% | Q1 2022 | Q3 2022 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.50% | 1.26% | 1.74% | Q4 2019 | Q2 2020 | 3 |
Econ Financial Services Corp | 3 | 3 | 4.22% | 5.10% | 6.53% | Q1 2023 | Q3 2023 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.16% | 0.23% | 0.31% | Q2 2017 | Q4 2017 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.10% | 2.06% | 4.94% | Q2 2013 | Q4 2013 | 3 |
LifePro Asset Management | 2 | 1 | 0.11% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.14% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2019 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.43% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 3 |
MACRO Consulting Group | 3 | 3 | 2.60% | 3.07% | 3.50% | Q3 2020 | Q1 2021 | 3 |
EWA, LLC | 3 | 3 | 3.41% | 3.46% | 3.54% | Q1 2023 | Q3 2023 | 3 |
Signature Wealth Management Partners, LLC | 2 | 1 | 0.23% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 3 |
Parametric Risk Advisors LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.06% | 0.22% | 0.30% | Q4 2019 | Q3 2020 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Diversified Investment Strategies, LLC | 2 | 1 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q2 2014 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 1.18% | 1.36% | 1.69% | Q1 2023 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 1.60% | 1.78% | 1.90% | Q2 2022 | Q4 2022 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 2.38% | 2.54% | 2.69% | Q4 2020 | Q2 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 4.08% | 4.39% | 4.63% | Q4 2014 | Q2 2015 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.03% | 1.17% | 1.97% | Q4 2021 | Q3 2022 | 3 |
Berkshire Bank | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Vahanian & Associates Financial Planning Inc. | 3 | 3 | 0.59% | 0.66% | 0.71% | Q3 2022 | Q1 2023 | 3 |
Penn Capital Management Company, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.52% | 0.52% | 0.53% | Q1 2022 | Q3 2022 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.10% | 2.74% | 7.72% | Q4 2014 | Q2 2021 | 3 |
Montis Financial, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Opes Wealth Management LLC | 1 | 1 | 1.00% | 1.41% | 1.90% | Q2 2022 | Q3 2023 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.43% | 0.51% | 0.58% | Q3 2017 | Q1 2018 | 3 |
COTTONWOOD CAPITAL ADVISORS, LLC | 3 | 3 | 0.20% | 0.21% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 1 | 0.46% | 1.60% | 3.51% | Q4 2017 | Q3 2018 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.06% | 0.11% | 0.18% | Q4 2021 | Q2 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.02% | 0.09% | 0.18% | Q2 2021 | Q4 2021 | 3 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.40% | 2.09% | 3.24% | Q4 2015 | Q2 2016 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.22% | 0.34% | Q4 2020 | Q1 2023 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
EUDAIMONIA ADVISORS LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q2 2022 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.22% | 0.27% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2020 | Q4 2020 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 3 |
Scott Capital Advisors, LLC | 2 | 1 | 0.10% | 0.35% | 0.79% | Q4 2021 | Q3 2023 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.25% | 0.65% | 1.30% | Q1 2016 | Q3 2016 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.00% | 1.14% | 1.24% | Q4 2019 | Q2 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ACAS, LLC | 3 | 3 | 0.36% | 0.38% | 0.41% | Q1 2021 | Q3 2021 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.39% | 2.53% | 2.63% | Q1 2023 | Q3 2023 | 3 |
INSIGHT 2811, INC. | 2 | 1 | 0.24% | 2.76% | 4.20% | Q4 2020 | Q3 2023 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.88% | 1.07% | 1.18% | Q1 2022 | Q3 2022 | 3 |
Scissortail Wealth Management, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.15% | 0.20% | 0.24% | Q4 2018 | Q1 2020 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 12.47% | 12.91% | 13.74% | Q1 2021 | Q3 2021 | 3 |
RDA Financial Network | 2 | 1 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 3 |
WP Advisors, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sonora Investment Management Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Apella Capital, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2023 | Q4 2023 | 3 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 3 | 3 | 3.31% | 7.95% | 10.30% | Q1 2021 | Q3 2021 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q4 2017 | Q4 2020 | 3 |
Patriot Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Shoker Investment Counsel, Inc. | 3 | 3 | 0.15% | 0.20% | 0.31% | Q3 2017 | Q1 2018 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Land & Buildings Investment Management | 3 | 3 | 0.61% | 0.64% | 0.68% | Q3 2022 | Q1 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.69% | 2.03% | 2.34% | Q1 2023 | Q3 2023 | 3 |
Cooper Financial Group | 2 | 1 | 0.06% | 0.18% | 0.41% | Q4 2020 | Q2 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Sepio Capital, LP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.31% | 0.39% | 0.48% | Q4 2021 | Q2 2022 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 7.92% | 8.06% | 8.18% | Q2 2020 | Q4 2020 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2018 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 2.75% | 2.89% | 2.98% | Q1 2023 | Q3 2023 | 3 |
Gouws Capital LLC | 3 | 3 | 2.92% | 3.16% | 3.38% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.40% | 5.06% | 7.88% | Q1 2019 | Q3 2020 | 3 |
SFG Wealth Management, LLC. | 3 | 3 | 0.25% | 0.39% | 0.63% | Q4 2021 | Q2 2022 | 3 |
Southland Equity Partners LLC | 2 | 1 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q4 2021 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2019 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.08% | 0.13% | 0.21% | Q2 2020 | Q4 2022 | 3 |
Capital Advantage, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Trinity Legacy Partners, LLC | 2 | 1 | 0.10% | 0.14% | 0.17% | Q3 2020 | Q4 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.01% | 0.92% | 1.47% | Q1 2020 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 10.28% | 11.06% | 12.51% | Q4 2021 | Q2 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.21% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
PAX Financial Group, LLC | 2 | 1 | 0.09% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 3 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.11% | 0.25% | Q4 2020 | Q1 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 3.21% | 3.43% | 3.55% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.09% | 0.56% | 1.42% | Q4 2022 | Q2 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 3.11% | 3.59% | 4.12% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.88% | 0.92% | 0.99% | Q4 2020 | Q2 2021 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
XR Securities LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Compass Ion Advisors, LLC | 1 | 1 | 0.56% | 0.89% | 1.23% | Q4 2022 | Q3 2023 | 2 |
Anne Ray Charitable Trust | 2 | 2 | 10.34% | 10.96% | 11.58% | Q2 2015 | Q3 2015 | 2 |
UNITED BANK, INC. | 1 | 1 | 0.11% | 0.20% | 0.29% | Q2 2013 | Q4 2016 | 2 |
Akaloa Resource Foundation | 2 | 2 | 55.30% | 56.09% | 56.87% | Q2 2015 | Q3 2015 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.60% | 0.61% | 0.61% | Q4 2014 | Q1 2015 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.41% | 0.43% | 0.46% | Q1 2017 | Q2 2017 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Margaret A. Cargill Foundation | 2 | 2 | 0.11% | 5.22% | 10.33% | Q2 2015 | Q3 2015 | 2 |
Howard Capital Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.02% | 0.39% | 0.77% | Q1 2021 | Q2 2021 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 1.19% | 1.30% | 1.41% | Q4 2022 | Q1 2023 | 2 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Invst, LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Daniels&Tansey,LLP | 2 | 2 | 0.38% | 0.89% | 1.40% | Q3 2020 | Q4 2020 | 2 |
First Trust Capital Management L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Treynor Bancshares, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.09% | 1.01% | 1.93% | Q3 2016 | Q4 2017 | 2 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q3 2020 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 1.83% | 1.84% | 1.85% | Q1 2023 | Q2 2023 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.92% | 1.79% | Q4 2020 | Q1 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 12.60% | 14.39% | 16.18% | Q4 2021 | Q1 2022 | 2 |
Matterhorn Capital Management, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2016 | Q3 2016 | 2 |
Man Investments Ltd | 2 | 2 | 0.95% | 1.02% | 1.09% | Q1 2014 | Q2 2014 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.81% | 0.82% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Austin Asset Management Co Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 2.26% | 2.29% | 2.33% | Q4 2021 | Q1 2022 | 2 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
LANDAAS & CO /WI /ADV | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 4.91% | 5.20% | 5.50% | Q2 2023 | Q3 2023 | 2 |
CAPITAL PERFORMANCE ADVISORS LLP | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Logan Stone Capital, LLC | 1 | 1 | 1.36% | 2.83% | 4.30% | Q4 2021 | Q3 2022 | 2 |
BRIGGS ADVISORY GROUP, INC. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Transparent Wealth Partners LLC | 1 | 1 | 0.63% | 3.34% | 6.05% | Q4 2021 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.45% | 5.80% | 11.16% | Q4 2019 | Q1 2020 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 4.20% | 4.33% | 4.46% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q3 2017 | Q4 2017 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 4.40% | 4.59% | 4.78% | Q1 2015 | Q2 2015 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.43% | 0.46% | 0.50% | Q2 2013 | Q3 2013 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.06% | 0.13% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q4 2020 | Q2 2021 | 2 |
Sterling Global Strategies LLC | 1 | 1 | 0.14% | 19.74% | 39.34% | Q1 2016 | Q4 2018 | 2 |
G2 CAPITAL MANAGEMENT, LLC / OH | 2 | 2 | 1.25% | 1.96% | 2.66% | Q4 2022 | Q1 2023 | 2 |
Q3 Asset Management | 1 | 1 | 2.65% | 3.53% | 4.41% | Q4 2019 | Q2 2020 | 2 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q2 2023 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Boltwood Capital Management | 2 | 2 | 0.25% | 0.26% | 0.26% | Q3 2023 | Q4 2023 | 2 |
Beaumont Asset Management, L.L.C. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.11% | 2.28% | 4.44% | Q4 2021 | Q3 2023 | 2 |
jvl associates llc | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2019 | Q2 2019 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Plancorp, LLC | 1 | 1 | 0.46% | 0.48% | 0.50% | Q1 2015 | Q3 2015 | 2 |
Retireful, LLC | 2 | 2 | 0.52% | 0.73% | 0.94% | Q1 2023 | Q2 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.57% | 0.95% | 1.34% | Q2 2022 | Q1 2023 | 2 |
ARBOR TRUST WEALTH ADVISORS, LLC | 2 | 2 | 0.97% | 1.26% | 1.54% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.60% | 6.23% | 11.87% | Q2 2022 | Q4 2022 | 2 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.16% | 0.26% | 0.37% | Q2 2022 | Q1 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q4 2021 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 1.26% | 1.42% | 1.58% | Q2 2022 | Q3 2022 | 2 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2020 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 2.28% | 2.62% | 2.95% | Q2 2013 | Q3 2013 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.62% | 0.65% | 0.69% | Q1 2023 | Q2 2023 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 2 |
Northland Capital Management LLC | 2 | 2 | 7.94% | 8.69% | 9.44% | Q4 2021 | Q1 2022 | 2 |
Cornerstone Retirement Group, Inc. | 2 | 2 | 0.10% | 2.36% | 4.61% | Q2 2023 | Q3 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.82% | 0.83% | 0.83% | Q4 2018 | Q1 2019 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.32% | 0.37% | 0.42% | Q4 2022 | Q1 2023 | 2 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 2 |
Auour Investments LLC | 2 | 2 | 0.74% | 0.76% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q3 2022 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.10% | 0.22% | 0.33% | Q4 2017 | Q1 2018 | 2 |
Carolina Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 3.00% | 3.02% | 3.04% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ETFIDEA, LLC | 2 | 2 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Lucia Wealth Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.24% | 1.04% | 1.85% | Q1 2018 | Q2 2018 | 2 |
Prism Advisors, Inc. | 2 | 2 | 6.65% | 6.90% | 7.16% | Q4 2017 | Q1 2018 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.53% | 0.61% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.29% | 0.30% | 0.30% | Q1 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
McGlone Suttner Wealth Management, Inc. | 2 | 2 | 0.55% | 1.18% | 1.82% | Q2 2023 | Q3 2023 | 2 |
Hillman Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Destiny Capital Corp/CO | 2 | 2 | 0.25% | 0.50% | 0.74% | Q1 2023 | Q2 2023 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CARL DOMINO INC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q1 2015 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.33% | 0.57% | 0.81% | Q3 2020 | Q4 2020 | 2 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 4.63% | 5.29% | 5.94% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 2.28% | 3.13% | 3.98% | Q4 2022 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.95% | 1.54% | 2.14% | Q2 2023 | Q3 2023 | 2 |
Ruggaard & Associates LLC | 2 | 2 | 6.25% | 6.43% | 6.61% | Q1 2023 | Q2 2023 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 2.67% | 2.80% | 2.93% | Q3 2022 | Q3 2023 | 2 |
O'Connor Financial Group LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.35% | 0.43% | 0.52% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.68% | 0.69% | 0.71% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 2.20% | 2.24% | 2.29% | Q2 2023 | Q3 2023 | 2 |
Etesian Wealth Advisors, Inc. | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Exchange Bank | 2 | 2 | 6.90% | 8.54% | 10.17% | Q2 2023 | Q3 2023 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q3 2019 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Guardian Financial Partners, LLC | 2 | 2 | 0.41% | 0.41% | 0.42% | Q2 2022 | Q3 2022 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Quintium Advisors, LLC | 2 | 2 | 2.00% | 2.39% | 2.79% | Q2 2014 | Q3 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.43% | 0.45% | 0.47% | Q4 2014 | Q1 2015 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 2.48% | 4.19% | 5.90% | Q2 2023 | Q3 2023 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.21% | 0.33% | 0.45% | Q3 2020 | Q4 2020 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q2 2015 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2018 | Q4 2018 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Wright Fund Management, LLC | 2 | 2 | 8.10% | 9.81% | 11.52% | Q1 2023 | Q2 2023 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 1.17% | 1.19% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.12% | 0.19% | Q4 2018 | Q2 2022 | 2 |
Pacific Edge Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
STRALEM & CO INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Selway Asset Management | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 2.26% | 2.27% | 2.27% | Q4 2021 | Q1 2022 | 2 |
1492 Capital Management LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2020 | Q4 2020 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.02% | 1.08% | 2.14% | Q2 2018 | Q4 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.02% | 1.86% | 3.70% | Q4 2017 | Q1 2018 | 2 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.01% | 1.10% | 1.19% | Q2 2013 | Q3 2013 | 2 |
Jump Financial, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
ITS Asset Management, L.P. | 2 | 2 | 41.48% | 45.67% | 49.86% | Q2 2016 | Q3 2016 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 1.14% | 2.25% | Q3 2022 | Q4 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.67% | 0.80% | 0.93% | Q2 2016 | Q3 2016 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.18% | 0.20% | 0.23% | Q3 2017 | Q4 2017 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q3 2022 | 2 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.22% | 0.57% | 0.92% | Q4 2020 | Q4 2022 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Eukles Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Levy Wealth Management Group, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2021 | 2 |
West Financial Advisors, LLC | 2 | 2 | 2.45% | 2.60% | 2.74% | Q4 2020 | Q1 2021 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q4 2015 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Bluesphere Advisors, LLC | 2 | 2 | 0.54% | 1.08% | 1.62% | Q4 2020 | Q1 2021 | 2 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.50% | 0.88% | Q4 2021 | Q4 2022 | 2 |
Capital Planning Advisors, LLC | 1 | 1 | 0.06% | 0.31% | 0.55% | Q3 2015 | Q4 2019 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q1 2018 | Q2 2018 | 2 |
Wealthsimple US, Ltd. | 1 | 1 | 0.40% | 0.45% | 0.50% | Q4 2019 | Q2 2020 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 2 |
Proquility Private Wealth Partners, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 1.02% | 1.79% | 2.56% | Q1 2023 | Q2 2023 | 2 |
Blooom, Inc. | 2 | 2 | 0.40% | 0.40% | 0.41% | Q2 2022 | Q3 2022 | 2 |
Coastline Trust Co | 2 | 2 | 0.05% | 0.14% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Wambolt & Associates, LLC | 1 | 1 | 0.10% | 0.26% | 0.42% | Q4 2018 | Q2 2021 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Salvus Wealth Management, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.74% | 2.21% | 3.68% | Q4 2022 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.20% | 0.41% | Q4 2020 | Q2 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.00% | 2.08% | 4.15% | Q2 2022 | Q3 2022 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 1.37% | 1.44% | 1.51% | Q2 2023 | Q3 2023 | 2 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.18% | 2.32% | 4.46% | Q4 2018 | Q4 2021 | 2 |
Safeguard Investment Advisory Group, LLC | 2 | 2 | 0.39% | 0.41% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Hixon Zuercher, LLC | 1 | 1 | 0.17% | 0.22% | 0.26% | Q4 2019 | Q4 2021 | 2 |
Thrive Wealth Management, LLC | 1 | 1 | 0.20% | 0.24% | 0.27% | Q1 2022 | Q3 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.94% | 1.44% | 1.93% | Q2 2023 | Q3 2023 | 2 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2014 | Q3 2015 | 2 |
FolioMetrix LLC | 2 | 2 | 1.85% | 1.96% | 2.06% | Q1 2015 | Q2 2015 | 2 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Grey Street Capital, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2023 | Q1 2023 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FIELDPOINT PRIVATE ADVISORS, INC | 1 | 1 | 10.80% | 10.80% | 10.80% | Q1 2017 | Q1 2017 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Ratio Wealth Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 3.84% | 3.84% | 3.84% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alaska Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 8.30% | 8.30% | 8.30% | Q1 2020 | Q1 2020 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Values Added Financial LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AI Financial Services LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2017 | Q4 2017 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Adero Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First Citizens Financial Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2018 | Q4 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Higher Moment Aurora Fund, LP | 1 | 1 | 27.22% | 27.22% | 27.22% | Q3 2017 | Q3 2017 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 6.45% | 6.45% | 6.45% | Q4 2022 | Q4 2022 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2022 | Q2 2022 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2020 | Q2 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 6.69% | 6.69% | 6.69% | Q3 2023 | Q3 2023 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 10.40% | 10.40% | 10.40% | Q3 2023 | Q3 2023 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2018 | Q4 2018 | 1 |
S.A. Mason LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Kampmann Melissa S. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
EXANE DERIVATIVES | 1 | 1 | 2.59% | 2.59% | 2.59% | Q2 2022 | Q2 2022 | 1 |
PFS Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2020 | Q4 2020 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
MARCUARD FAMILY OFFICE LTD | 1 | 1 | 6.61% | 6.61% | 6.61% | Q3 2014 | Q3 2014 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2018 | Q1 2018 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Context Partners Fund, L.P. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2020 | Q3 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 16.08% | 16.08% | 16.08% | Q4 2022 | Q4 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
AT Bancorp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q1 2019 | Q1 2019 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 15.47% | 15.47% | 15.47% | Q4 2022 | Q4 2022 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Miller Investment Management, LP | 1 | 1 | 4.24% | 4.24% | 4.24% | Q4 2021 | Q4 2021 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 5.89% | 5.89% | 5.89% | Q3 2022 | Q3 2022 | 1 |
CMC Financial Group | 1 | 1 | 29.98% | 29.98% | 29.98% | Q2 2020 | Q2 2020 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2021 | Q2 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2014 | Q2 2014 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BUILDER INVESTMENT GROUP INC /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2013 | Q2 2013 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2013 | Q4 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COWA, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2014 | Q4 2014 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2022 | Q4 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2020 | Q3 2020 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 9.75% | 9.75% | 9.75% | Q4 2021 | Q4 2021 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Gerstein Fisher | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investure, LLC | 1 | 1 | 14.60% | 14.60% | 14.60% | Q2 2019 | Q2 2019 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
New World Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Wedmont Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2018 | Q4 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2016 | Q3 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Axiom Financial Strategies, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
GFG Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
FLC Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
True North Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2019 | Q4 2019 | 1 |
EXCELSIA, INC. | 1 | 1 | 3.11% | 3.11% | 3.11% | Q2 2013 | Q2 2013 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Centiva Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2014 | Q1 2014 | 1 |
Wealth CMT | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MCMORGAN & CO LLC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2021 | Q2 2021 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Windward Private Wealth Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2015 | Q1 2015 | 1 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Financial Designs Corp | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2018 | Q1 2018 | 1 |
Act Two Investors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2022 | Q4 2022 | 1 |
TL Private Wealth | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Wela Strategies, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Francis Financial, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q2 2022 | Q2 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kendall Capital Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2014 | Q3 2014 | 1 |
BCS Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BancFirst Trust & Investment Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Leisure Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Capital Square, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Geller Advisors LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Quent Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Hardy Reed LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Aries Wealth Management | 1 | 1 | 4.43% | 4.43% | 4.43% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arista Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 29.86% | 29.86% | 29.86% | Q1 2022 | Q1 2022 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BOS Asset Management, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.