Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 82 |
Citadel Advisors | 29 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 72 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 60 | 1 | 0.46% | 5.72% | 28.75% | Q2 2008 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 36 | 19 | 0.00% | 0.07% | 0.28% | Q1 2009 | Q3 2023 | 60 |
Rehmann Capital Advisory Group | 43 | 15 | 0.03% | 0.98% | 3.14% | Q4 2008 | Q3 2023 | 58 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 54 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 50 |
UBS Group AG | 36 | 36 | 0.00% | 0.15% | 0.36% | Q4 2014 | Q3 2023 | 49 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 48 |
Zhang Financial LLC | 47 | 47 | 0.19% | 1.79% | 4.29% | Q1 2012 | Q3 2023 | 47 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.12% | 0.42% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 46 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.12% | 0.23% | 0.44% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.06% | 0.27% | 0.90% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.13% | 0.91% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.11% | 0.81% | 3.59% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.59% | 5.07% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.03% | 0.80% | 2.93% | Q2 2013 | Q3 2023 | 42 |
America First Investment Advisors, LLC | 42 | 42 | 0.50% | 2.85% | 8.06% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.17% | 0.82% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.30% | 1.28% | 10.71% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.10% | 0.80% | Q2 2013 | Q3 2023 | 42 |
INSIGHT 2811, INC. | 42 | 42 | 0.32% | 18.54% | 48.99% | Q2 2013 | Q3 2023 | 42 |
King Wealth Management Group | 42 | 42 | 0.43% | 0.66% | 1.38% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.57% | 1.62% | 3.52% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.25% | 1.03% | 2.70% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.02% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Family Capital Trust Co | 42 | 42 | 0.00% | 2.18% | 9.66% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.00% | 0.27% | 0.69% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.13% | 0.93% | 4.56% | Q2 2013 | Q3 2023 | 42 |
SNS Financial Group, LLC | 42 | 42 | 0.03% | 0.34% | 1.38% | Q1 2013 | Q2 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.03% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 1.20% | 4.99% | 7.12% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.25% | 1.68% | 9.31% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.03% | 0.44% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.58% | 5.80% | 8.95% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.09% | 0.26% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.20% | 0.47% | 1.41% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.42% | 2.26% | 5.45% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.03% | 0.25% | 0.83% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.25% | 1.72% | 7.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.10% | 0.32% | 1.00% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.37% | 1.77% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.09% | 0.35% | 0.90% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 42 | 42 | 2.67% | 4.96% | 7.99% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.05% | 3.31% | 8.26% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.38% | 0.50% | 0.61% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.26% | 3.40% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 21 | 1 | 0.00% | 0.05% | 0.41% | Q1 2012 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.27% | 0.63% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.44% | 3.30% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.20% | 1.19% | 4.99% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 2.83% | 6.56% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.05% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.06% | 0.41% | 1.36% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.03% | 0.10% | 0.37% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.34% | 1.19% | 3.95% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.04% | 0.21% | 0.73% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 41 | 41 | 0.24% | 0.49% | 1.30% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.11% | 0.29% | 0.60% | Q3 2013 | Q4 2023 | 41 |
Horizon Investments, LLC | 30 | 11 | 0.00% | 1.51% | 13.72% | Q2 2013 | Q3 2023 | 41 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 40 | 1 | 0.15% | 0.59% | 1.27% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.03% | 0.56% | 3.43% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.09% | 0.28% | 1.50% | Q2 2013 | Q3 2023 | 41 |
STALEY CAPITAL ADVISERS INC | 41 | 41 | 0.05% | 0.26% | 0.54% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.18% | 1.51% | 5.52% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.00% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.06% | 0.23% | 0.72% | Q2 2013 | Q3 2023 | 41 |
CAMBIAR INVESTORS LLC | 29 | 11 | 0.03% | 0.14% | 0.34% | Q1 2013 | Q3 2023 | 40 |
WEBSTER BANK, N. A. | 40 | 40 | 0.01% | 0.08% | 0.41% | Q4 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 34 | 6 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 40 |
M&T BANK CORP | 25 | 15 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2023 | 40 |
MUFG Americas Holdings Corp | 39 | 1 | 0.00% | 0.04% | 0.13% | Q4 2010 | Q1 2022 | 40 |
Brookstone Capital Management | 40 | 40 | 0.04% | 1.37% | 10.92% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.01% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.16% | 0.35% | 0.69% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 33 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.15% | 0.66% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.02% | 0.16% | 0.41% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.04% | 0.15% | 0.53% | Q4 2013 | Q3 2023 | 40 |
PineBridge Investments, L.P. | 29 | 11 | 0.03% | 1.60% | 4.42% | Q2 2013 | Q3 2023 | 40 |
North Star Investment Management Corp. | 39 | 1 | 0.02% | 0.34% | 1.42% | Q2 2013 | Q3 2023 | 40 |
BANK HAPOALIM BM | 40 | 40 | 0.06% | 0.47% | 1.42% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 30 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 34 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.08% | 0.75% | 1.98% | Q2 2013 | Q4 2022 | 39 |
BESSEMER GROUP INC | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
BlackRock Inc. | 37 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.02% | 0.19% | 0.66% | Q2 2013 | Q4 2022 | 39 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
First Horizon Advisors, Inc. | 20 | 1 | 0.00% | 0.72% | 12.38% | Q2 2012 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.06% | 0.93% | 2.81% | Q4 2013 | Q3 2023 | 39 |
FRANKLIN RESOURCES INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.14% | 0.26% | 0.69% | Q1 2014 | Q3 2023 | 39 |
Legacy Private Trust Co. | 34 | 1 | 0.04% | 0.47% | 1.56% | Q3 2013 | Q3 2023 | 38 |
Goelzer Investment Management, Inc. | 38 | 38 | 0.03% | 0.30% | 0.81% | Q2 2014 | Q3 2023 | 38 |
ARROW FINANCIAL CORP | 38 | 38 | 0.01% | 0.10% | 0.36% | Q2 2014 | Q3 2023 | 38 |
Mount Lucas Management LP | 38 | 38 | 0.91% | 14.60% | 62.70% | Q2 2014 | Q3 2023 | 38 |
CIBC Private Wealth Group, LLC | 37 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 38 |
Perigon Wealth Management, LLC | 21 | 1 | 0.02% | 0.15% | 1.01% | Q3 2011 | Q3 2023 | 38 |
CAPTRUST FINANCIAL ADVISORS | 32 | 1 | 0.00% | 0.54% | 3.08% | Q2 2013 | Q3 2023 | 38 |
SHAKER INVESTMENTS LLC/OH | 31 | 7 | 0.12% | 0.60% | 1.49% | Q4 2013 | Q2 2023 | 38 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.09% | 0.52% | 3.76% | Q3 2014 | Q3 2023 | 37 |
TOMPKINS FINANCIAL CORP | 26 | 1 | 0.00% | 0.15% | 0.58% | Q2 2014 | Q4 2023 | 37 |
WESBANCO BANK INC | 26 | 11 | 0.01% | 0.11% | 0.69% | Q2 2014 | Q3 2023 | 37 |
Brinker Capital Investments, LLC | 27 | 1 | 0.04% | 0.46% | 1.48% | Q2 2013 | Q4 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.76% | 1.56% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.40% | 0.76% | Q4 2013 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Prospera Financial Services Inc | 18 | 1 | 0.02% | 0.50% | 5.52% | Q2 2013 | Q3 2023 | 36 |
Peak Asset Management, LLC | 36 | 36 | 0.46% | 1.66% | 2.81% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.14% | 1.01% | Q4 2014 | Q3 2023 | 36 |
First Heartland Consultants, Inc. | 28 | 1 | 0.03% | 0.65% | 2.81% | Q2 2013 | Q1 2023 | 36 |
ATWOOD & PALMER INC | 31 | 5 | 0.01% | 0.26% | 3.00% | Q2 2014 | Q3 2023 | 36 |
Mariner, LLC | 22 | 14 | 0.01% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 36 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 26 | 1 | 0.02% | 0.39% | 1.24% | Q2 2013 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.19% | 0.52% | 0.81% | Q4 2014 | Q3 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 20 | 16 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 32 | 1 | 0.00% | 0.03% | 0.48% | Q1 2014 | Q3 2023 | 36 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.02% | 0.71% | 2.21% | Q1 2015 | Q3 2023 | 35 |
FDx Advisors, Inc. | 24 | 11 | 0.01% | 0.22% | 1.52% | Q3 2013 | Q1 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.98% | 2.54% | 4.75% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.16% | 0.21% | 0.28% | Q4 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Diversified Portfolios, Inc. | 26 | 9 | 0.11% | 0.97% | 2.74% | Q4 2014 | Q3 2023 | 35 |
Sigma Planning Corp | 30 | 5 | 0.25% | 0.57% | 1.34% | Q4 2014 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.06% | 1.58% | 20.39% | Q4 2014 | Q3 2023 | 35 |
Carnegie Capital Asset Management, LLC | 28 | 6 | 0.01% | 0.19% | 0.53% | Q3 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 34 |
WOODMONT INVESTMENT COUNSEL LLC | 34 | 34 | 0.09% | 0.26% | 0.98% | Q2 2015 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.11% | 0.51% | 1.94% | Q4 2013 | Q1 2022 | 34 |
PETTYJOHN, WOOD & WHITE, INC | 16 | 1 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 34 |
MERIDIAN MANAGEMENT CO | 34 | 34 | 0.10% | 0.24% | 0.76% | Q2 2015 | Q3 2023 | 34 |
Towercrest Capital Management | 34 | 34 | 0.16% | 0.56% | 3.84% | Q2 2015 | Q3 2023 | 34 |
COLONY GROUP LLC | 25 | 4 | 0.01% | 0.18% | 1.81% | Q4 2013 | Q3 2023 | 33 |
First Financial Bank - Trust Division | 33 | 33 | 0.05% | 0.15% | 0.31% | Q4 2015 | Q4 2023 | 33 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 5 | 0.01% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 33 |
Kingfisher Capital LLC | 22 | 11 | 0.11% | 0.62% | 2.57% | Q2 2013 | Q3 2023 | 33 |
MERIDIAN INVESTMENT COUNSEL INC. | 33 | 33 | 0.15% | 0.30% | 0.43% | Q4 2013 | Q4 2021 | 33 |
EASTERN BANK | 33 | 33 | 0.01% | 0.96% | 2.66% | Q2 2013 | Q2 2021 | 33 |
Bragg Financial Advisors, Inc | 20 | 3 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 33 |
Beaumont Financial Partners, LLC | 19 | 1 | 0.01% | 0.34% | 5.00% | Q2 2013 | Q3 2022 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.11% | 0.39% | Q2 2015 | Q2 2023 | 33 |
Allworth Financial LP | 32 | 32 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.01% | 0.40% | 1.42% | Q4 2015 | Q3 2023 | 32 |
JNBA Financial Advisors | 24 | 2 | 0.00% | 2.72% | 15.74% | Q2 2013 | Q3 2023 | 32 |
PEOPLES BANK /OH | 32 | 32 | 0.23% | 1.60% | 3.43% | Q4 2015 | Q3 2023 | 32 |
HM PAYSON & CO | 22 | 2 | 0.00% | 0.21% | 0.47% | Q2 2013 | Q3 2021 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.12% | 6.75% | 23.59% | Q4 2015 | Q3 2023 | 32 |
Regal Investment Advisors LLC | 14 | 1 | 0.01% | 0.48% | 3.94% | Q2 2013 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.07% | 1.89% | 6.03% | Q2 2013 | Q1 2021 | 32 |
BANQUE PICTET & CIE SA | 22 | 10 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 32 |
FOUNDERS FINANCIAL SECURITIES LLC | 28 | 4 | 0.03% | 1.82% | 14.95% | Q3 2015 | Q3 2023 | 32 |
Jaffetilchin Investment Partners, LLC | 17 | 1 | 0.11% | 1.31% | 3.64% | Q2 2013 | Q3 2023 | 32 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Baystate Wealth Management LLC | 24 | 1 | 0.10% | 0.53% | 0.99% | Q2 2013 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.03% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.01% | 0.07% | 0.33% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 16 | 3 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.08% | 0.24% | Q1 2016 | Q4 2023 | 32 |
Country Club Trust Company, n.a. | 18 | 13 | 0.03% | 0.17% | 1.50% | Q2 2013 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.15% | 0.46% | Q4 2015 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 23 | 8 | 0.00% | 0.13% | 0.51% | Q2 2015 | Q3 2023 | 31 |
JAG CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.04% | 0.13% | 0.27% | Q2 2014 | Q4 2021 | 31 |
ARKANSAS FINANCIAL GROUP, INC. | 31 | 31 | 0.05% | 0.62% | 1.48% | Q4 2013 | Q2 2021 | 31 |
SG Americas Securities, LLC | 19 | 4 | 0.00% | 0.10% | 1.44% | Q1 2015 | Q3 2023 | 31 |
Dorsey Wright & Associates | 11 | 1 | 0.04% | 0.74% | 4.10% | Q3 2013 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.10% | 0.52% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.19% | 0.48% | Q1 2016 | Q3 2023 | 31 |
MinichMacGregor Wealth Management, LLC | 19 | 12 | 1.20% | 2.65% | 10.38% | Q4 2015 | Q3 2023 | 31 |
High Falls Advisors, Inc | 31 | 31 | 0.08% | 3.43% | 12.30% | Q4 2015 | Q2 2023 | 31 |
M Holdings Securities, Inc. | 22 | 1 | 0.03% | 0.82% | 5.74% | Q4 2013 | Q1 2023 | 31 |
PEDDOCK CAPITAL ADVISORS, LLC | 22 | 1 | 0.00% | 0.32% | 1.66% | Q4 2013 | Q3 2022 | 31 |
Harbour Capital Advisors, LLC | 22 | 2 | 0.15% | 0.59% | 1.42% | Q1 2013 | Q2 2021 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.72% | 13.05% | Q2 2014 | Q4 2021 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.12% | 0.84% | 2.42% | Q1 2014 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.18% | 0.88% | 2.06% | Q1 2016 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.05% | 1.00% | 3.09% | Q2 2016 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.21% | 0.90% | Q4 2012 | Q1 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.19% | 0.77% | Q2 2013 | Q3 2020 | 30 |
HEADINVEST, LLC | 18 | 12 | 0.21% | 0.59% | 1.23% | Q1 2015 | Q3 2023 | 30 |
D. SCOTT NEAL, INC. | 15 | 15 | 0.11% | 6.79% | 42.20% | Q4 2013 | Q1 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.21% | 0.75% | 3.00% | Q2 2013 | Q3 2020 | 30 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 29 | 1 | 0.00% | 0.54% | 1.52% | Q2 2013 | Q2 2023 | 30 |
Destination Wealth Management | 13 | 1 | 0.01% | 0.05% | 0.53% | Q1 2013 | Q2 2022 | 30 |
Hudock, Inc. | 25 | 5 | 0.01% | 2.36% | 22.63% | Q2 2013 | Q3 2023 | 30 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 1.40% | 5.08% | Q4 2013 | Q1 2022 | 29 |
First Washington CORP | 29 | 29 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2021 | 29 |
Crestwood Advisors Group, LLC | 27 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26 | 1 | 0.10% | 0.25% | 0.57% | Q1 2016 | Q3 2023 | 29 |
Evercore Wealth Management, LLC | 12 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2022 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.06% | 0.13% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Krilogy Financial LLC | 18 | 1 | 0.03% | 0.08% | 0.55% | Q3 2015 | Q3 2023 | 29 |
Riggs Asset Managment Co. Inc. | 14 | 2 | 0.00% | 0.98% | 8.25% | Q2 2014 | Q3 2023 | 29 |
NATIXIS ADVISORS, L.P. | 23 | 6 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2020 | 29 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 4 | 0.03% | 0.53% | 2.02% | Q4 2015 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.11% | 0.37% | 0.62% | Q1 2016 | Q4 2023 | 29 |
WEALTHSOURCE PARTNERS, LLC | 15 | 14 | 0.04% | 0.29% | 1.04% | Q1 2016 | Q2 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.23% | 1.83% | Q1 2016 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.07% | 0.30% | Q4 2016 | Q3 2023 | 28 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.81% | 5.42% | Q4 2014 | Q1 2022 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.02% | 0.06% | 0.34% | Q1 2017 | Q4 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 3.02% | 4.85% | 14.37% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 1 | 0.00% | 0.09% | 0.36% | Q4 2014 | Q4 2021 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 1.12% | 2.68% | 6.30% | Q4 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.10% | 0.21% | 0.52% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.14% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Spectrum Asset Management, Inc. (NB/CA) | 28 | 28 | 0.10% | 0.30% | 0.73% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.14% | 0.62% | 1.37% | Q4 2016 | Q3 2023 | 28 |
Baker Ellis Asset Management LLC | 26 | 2 | 0.05% | 0.72% | 1.67% | Q2 2016 | Q3 2023 | 28 |
Pointe Capital Management LLC | 23 | 5 | 0.11% | 2.60% | 4.88% | Q1 2015 | Q3 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 0.14% | 1.94% | 9.47% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.57% | 0.83% | 1.16% | Q2 2016 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 5 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q1 2020 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.04% | 0.15% | Q1 2017 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 17 | 10 | 0.03% | 0.21% | 2.80% | Q4 2016 | Q3 2023 | 27 |
AE Wealth Management LLC | 20 | 4 | 0.00% | 0.30% | 0.91% | Q1 2017 | Q3 2023 | 27 |
Good Life Advisors, LLC | 27 | 27 | 0.02% | 0.30% | 0.92% | Q4 2016 | Q2 2023 | 27 |
Biltmore Wealth Management, LLC | 27 | 27 | 0.90% | 6.48% | 12.46% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL FINANCIAL INC | 22 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 27 |
Venturi Wealth Management, LLC | 19 | 2 | 0.01% | 1.21% | 4.02% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.16% | 0.24% | 0.65% | Q2 2013 | Q4 2019 | 27 |
LGL PARTNERS, LLC | 27 | 27 | 0.03% | 0.39% | 1.34% | Q4 2015 | Q2 2022 | 27 |
Capital Investment Advisors, LLC | 21 | 6 | 0.02% | 0.06% | 0.26% | Q4 2016 | Q4 2023 | 27 |
BRYN MAWR TRUST Co | 17 | 3 | 0.01% | 0.05% | 0.25% | Q1 2013 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.01% | 0.10% | 0.35% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.13% | 0.40% | 0.76% | Q2 2017 | Q3 2023 | 26 |
S. R. Schill & Associates | 26 | 26 | 0.15% | 0.23% | 0.32% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q3 2019 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.03% | 0.11% | 0.70% | Q1 2017 | Q3 2023 | 26 |
SPINNAKER TRUST | 11 | 2 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q1 2021 | 26 |
Laffer Tengler Investments, Inc. | 21 | 5 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q2 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.10% | 0.55% | 1.82% | Q2 2017 | Q3 2023 | 26 |
PALLADIUM PARTNERS LLC | 17 | 9 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q4 2019 | 26 |
Moors & Cabot, Inc. | 23 | 3 | 0.03% | 0.10% | 0.23% | Q1 2016 | Q3 2023 | 26 |
Cornerstone Management, Inc. | 25 | 1 | 0.00% | 0.50% | 0.89% | Q4 2014 | Q4 2021 | 26 |
Bartlett & Co. LLC | 16 | 1 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q4 2023 | 26 |
Lee Financial Co | 25 | 1 | 0.00% | 1.02% | 4.84% | Q4 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.04% | 0.14% | 0.22% | Q2 2013 | Q3 2019 | 26 |
FARR MILLER & WASHINGTON LLC/DC | 26 | 26 | 0.03% | 0.10% | 0.16% | Q2 2015 | Q3 2021 | 26 |
Madden Advisory Services, Inc. | 26 | 26 | 0.17% | 1.01% | 4.34% | Q2 2013 | Q3 2019 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.09% | 0.66% | Q2 2017 | Q3 2023 | 26 |
IPG Investment Advisors LLC | 18 | 8 | 0.10% | 1.03% | 2.66% | Q4 2016 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 18 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 25 |
TIGER MANAGEMENT L.L.C. | 25 | 25 | 0.14% | 0.27% | 0.50% | Q1 2014 | Q1 2020 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 1.00% | 1.95% | 2.94% | Q2 2013 | Q3 2023 | 25 |
INGALLS & SNYDER LLC | 25 | 25 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
St. James Investment Company, LLC | 24 | 1 | 0.06% | 0.30% | 1.14% | Q1 2015 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 25 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.02% | 0.45% | Q2 2020 | Q3 2023 | 25 |
FormulaFolio Investments, LLC | 25 | 25 | 0.01% | 5.81% | 42.86% | Q4 2014 | Q4 2020 | 25 |
Parkside Financial Bank & Trust | 21 | 2 | 0.01% | 0.11% | 0.55% | Q3 2015 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 20 | 1 | 0.01% | 0.05% | 0.21% | Q1 2017 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Gemmer Asset Management LLC | 19 | 1 | 0.01% | 0.25% | 1.37% | Q1 2016 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.50% | 1.54% | Q4 2016 | Q3 2023 | 25 |
United Asset Strategies, Inc. | 9 | 2 | 0.04% | 0.15% | 0.27% | Q2 2016 | Q3 2023 | 25 |
NBT BANK N A /NY | 20 | 5 | 0.05% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 25 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 14 | 11 | 0.14% | 0.34% | 0.95% | Q4 2016 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.26% | 1.54% | Q3 2017 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 22 | 3 | 0.04% | 0.25% | 0.80% | Q2 2017 | Q3 2023 | 25 |
Van Hulzen Asset Management, LLC | 17 | 3 | 0.06% | 0.63% | 2.02% | Q3 2015 | Q3 2023 | 25 |
FAIRFIELD, BUSH & CO. | 25 | 25 | 0.09% | 0.55% | 1.82% | Q3 2017 | Q3 2023 | 25 |
SFMG, LLC | 15 | 1 | 0.02% | 0.99% | 12.16% | Q2 2013 | Q3 2023 | 25 |
Ancora Advisors LLC | 18 | 1 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 25 |
Bison Wealth, LLC | 11 | 2 | 0.01% | 0.30% | 2.31% | Q3 2015 | Q3 2023 | 25 |
VICUS CAPITAL | 19 | 6 | 0.09% | 1.44% | 11.73% | Q2 2013 | Q3 2023 | 25 |
Martin Capital Partners, LLC | 25 | 25 | 1.00% | 1.62% | 1.93% | Q4 2017 | Q4 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.11% | 0.42% | Q2 2017 | Q2 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.10% | 0.84% | 10.38% | Q3 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.02% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Barry Investment Advisors, LLC | 24 | 24 | 0.13% | 3.47% | 12.93% | Q4 2017 | Q3 2023 | 24 |
Gibraltar Capital Management, Inc. | 24 | 24 | 0.19% | 0.60% | 0.93% | Q4 2016 | Q3 2022 | 24 |
Acropolis Investment Management, LLC | 17 | 7 | 0.03% | 0.42% | 3.46% | Q1 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.16% | 0.42% | 0.66% | Q4 2017 | Q3 2023 | 24 |
USCA RIA LLC | 17 | 7 | 0.02% | 0.08% | 0.18% | Q3 2014 | Q3 2020 | 24 |
Ausdal Financial Partners, Inc. | 17 | 3 | 0.12% | 0.69% | 3.30% | Q4 2015 | Q3 2023 | 24 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 21 | 3 | 0.02% | 0.47% | 3.44% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.16% | 0.27% | Q4 2017 | Q3 2023 | 24 |
SigFig Wealth Management, LLC | 24 | 24 | 0.11% | 0.44% | 1.97% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.27% | 1.09% | Q4 2017 | Q3 2023 | 24 |
Symmetry Partners, LLC | 23 | 1 | 0.05% | 0.14% | 0.32% | Q1 2017 | Q4 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.18% | 0.32% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.43% | 0.63% | 1.03% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.22% | 3.18% | 9.21% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.09% | 0.32% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Busey Bank | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Acorns Advisers, LLC | 20 | 2 | 0.00% | 5.33% | 14.38% | Q2 2017 | Q3 2023 | 24 |
Founders Capital Management | 13 | 11 | 0.08% | 0.12% | 0.17% | Q1 2017 | Q2 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.10% | 1.68% | 3.77% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.29% | 0.74% | 1.31% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.40% | 1.65% | 4.15% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 21 | 1 | 0.00% | 0.08% | 0.62% | Q3 2013 | Q3 2023 | 24 |
Polaris Wealth Advisory Group, LLC | 23 | 1 | 0.04% | 1.29% | 4.94% | Q2 2013 | Q3 2023 | 24 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 22 | 2 | 0.00% | 0.12% | 0.43% | Q2 2017 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.36% | Q4 2017 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.01% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 24 |
STATE STREET CORP | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Bryn Mawr Capital Management, LLC | 18 | 5 | 0.06% | 0.22% | 0.41% | Q3 2017 | Q3 2023 | 23 |
Tower View Wealth Management LLC | 13 | 10 | 0.13% | 0.39% | 0.65% | Q4 2017 | Q3 2023 | 23 |
Stevens First Principles Investment Advisors | 17 | 3 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q2 2019 | 23 |
Johnson Financial Group, Inc. | 20 | 1 | 0.00% | 0.04% | 0.20% | Q2 2016 | Q3 2023 | 23 |
JUNCTURE WEALTH STRATEGIES, LLC | 13 | 1 | 0.13% | 0.57% | 1.58% | Q4 2014 | Q2 2023 | 23 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.09% | 2.17% | 7.75% | Q3 2015 | Q3 2023 | 23 |
Csenge Advisory Group | 19 | 4 | 0.05% | 0.30% | 0.93% | Q3 2017 | Q3 2023 | 23 |
Deane Retirement Strategies, Inc. | 18 | 5 | 0.07% | 4.50% | 20.73% | Q3 2016 | Q3 2023 | 23 |
DeDora Capital, Inc. | 16 | 7 | 0.19% | 0.42% | 1.03% | Q4 2017 | Q3 2023 | 23 |
Exchange Capital Management, Inc. | 13 | 10 | 0.02% | 0.38% | 1.12% | Q3 2015 | Q4 2021 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.01% | 0.16% | 0.68% | Q1 2018 | Q3 2023 | 23 |
SouthState Corp | 19 | 1 | 0.04% | 2.16% | 4.98% | Q2 2013 | Q3 2023 | 23 |
Betterment LLC | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Advanced Asset Management Advisors Inc | 20 | 3 | 0.16% | 1.39% | 4.58% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Quantum Capital Management, LLC / NJ | 23 | 23 | 0.72% | 2.74% | 5.98% | Q1 2014 | Q3 2019 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.34% | 0.98% | 10.37% | Q4 2017 | Q2 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.02% | 0.17% | 0.73% | Q2 2013 | Q1 2019 | 23 |
Shepherd Financial Partners LLC | 20 | 3 | 0.09% | 1.09% | 3.96% | Q2 2017 | Q3 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 18 | 5 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 23 |
Biltmore Family Office, LLC | 22 | 1 | 0.04% | 1.34% | 5.15% | Q4 2017 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.06% | 0.39% | 1.35% | Q2 2013 | Q4 2018 | 23 |
COURIER CAPITAL LLC | 17 | 6 | 0.05% | 0.10% | 0.25% | Q2 2013 | Q1 2019 | 23 |
Financial Management Professionals, Inc. | 23 | 23 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
CX Institutional | 22 | 22 | 0.02% | 1.19% | 2.46% | Q2 2018 | Q3 2023 | 22 |
1834 INVESTMENT ADVISORS CO | 19 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 14 | 8 | 0.00% | 0.40% | 2.77% | Q4 2014 | Q1 2022 | 22 |
Valmark Advisers, Inc. | 20 | 2 | 0.01% | 0.68% | 1.45% | Q2 2013 | Q4 2020 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 22 |
AMARILLO NATIONAL BANK | 22 | 22 | 0.16% | 0.26% | 0.41% | Q2 2018 | Q3 2023 | 22 |
CHILTON CAPITAL MANAGEMENT LLC | 16 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2022 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.19% | 0.93% | 5.10% | Q4 2017 | Q1 2023 | 22 |
Sowell Financial Services LLC | 10 | 2 | 0.03% | 0.39% | 1.58% | Q4 2016 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 22 | 22 | 0.09% | 0.12% | 0.16% | Q3 2013 | Q4 2018 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
1832 Asset Management L.P. | 18 | 2 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2023 | 22 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 1 | 0.00% | 0.04% | 0.11% | Q1 2017 | Q4 2023 | 22 |
WealthShield Partners, LLC | 17 | 5 | 0.02% | 0.34% | 1.52% | Q4 2017 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 14 | 1 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q3 2022 | 22 |
BerganKDV Wealth Management, LLC | 21 | 1 | 0.01% | 0.27% | 1.83% | Q1 2017 | Q2 2023 | 22 |
IndexIQ Advisors LLC | 18 | 1 | 0.00% | 3.63% | 11.48% | Q2 2013 | Q1 2021 | 22 |
Norway Savings Bank | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
Sarasin & Partners LLP | 14 | 8 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q3 2021 | 22 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12 | 10 | 0.02% | 0.06% | 0.14% | Q1 2016 | Q4 2021 | 22 |
Pinnacle Advisory Group, Inc. | 14 | 1 | 0.02% | 0.36% | 1.37% | Q2 2013 | Q1 2021 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.72% | 1.01% | 1.86% | Q4 2016 | Q3 2023 | 22 |
Citizens Business Bank | 22 | 22 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2022 | 22 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 22 | 0.50% | 0.73% | 1.32% | Q3 2017 | Q4 2022 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 1 | 0.08% | 0.21% | 0.50% | Q2 2013 | Q3 2023 | 22 |
Omnia Family Wealth, LLC | 22 | 22 | 0.02% | 1.87% | 6.90% | Q4 2016 | Q1 2022 | 22 |
WEST PACES ADVISORS INC. | 22 | 22 | 0.00% | 0.26% | 1.44% | Q2 2018 | Q3 2023 | 22 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 21 | 21 | 0.15% | 1.91% | 3.87% | Q3 2015 | Q3 2020 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.03% | 0.37% | 2.60% | Q3 2018 | Q3 2023 | 21 |
PRIVATE TRUST CO NA | 20 | 1 | 0.04% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.02% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 0.69% | 1.39% | Q3 2018 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.09% | 0.25% | 0.68% | Q3 2018 | Q3 2023 | 21 |
Cetera Investment Advisers | 20 | 1 | 0.09% | 0.21% | 0.47% | Q1 2016 | Q3 2023 | 21 |
CWA Asset Management Group, LLC | 15 | 6 | 0.05% | 0.29% | 1.52% | Q1 2017 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.00% | 6.07% | 20.37% | Q4 2015 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 1.84% | 9.11% | 12.55% | Q2 2016 | Q3 2023 | 21 |
SIGNET FINANCIAL MANAGEMENT, LLC | 16 | 1 | 0.02% | 0.21% | 0.80% | Q4 2014 | Q3 2021 | 21 |
Bellecapital International Ltd. | 21 | 21 | 0.18% | 0.35% | 0.59% | Q3 2018 | Q3 2023 | 21 |
Relative Value Partners Group, LLC | 20 | 1 | 0.02% | 1.84% | 5.38% | Q3 2015 | Q3 2021 | 21 |
Glenview Trust Co | 21 | 21 | 0.03% | 0.33% | 0.68% | Q3 2018 | Q3 2023 | 21 |
Jackson, Grant Investment Advisers, Inc. | 18 | 3 | 0.01% | 0.39% | 1.29% | Q4 2015 | Q2 2023 | 21 |
Arrow Investment Advisors, LLC | 6 | 1 | 0.34% | 3.60% | 6.91% | Q3 2015 | Q3 2023 | 21 |
ALLIANCEBERNSTEIN L.P. | 15 | 1 | 0.00% | 0.06% | 0.32% | Q2 2014 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 21 |
CAMDEN NATIONAL BANK | 19 | 2 | 0.05% | 0.74% | 1.46% | Q2 2018 | Q3 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2022 | 21 |
Brown Advisory Securities, LLC | 12 | 9 | 0.03% | 0.25% | 0.71% | Q2 2013 | Q3 2018 | 21 |
Winch Advisory Services, LLC | 15 | 6 | 0.16% | 4.10% | 13.89% | Q2 2015 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.76% | 1.23% | 1.89% | Q1 2017 | Q2 2022 | 21 |
Choate Investment Advisors | 13 | 8 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 21 |
East Coast Asset Management, LLC. | 21 | 21 | 0.14% | 0.52% | 0.98% | Q4 2012 | Q4 2017 | 21 |
Bogart Wealth, LLC | 20 | 1 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q3 2023 | 21 |
Alexandria Capital, LLC | 18 | 3 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2019 | 21 |
Kovack Advisors, Inc. | 16 | 1 | 0.02% | 0.28% | 1.75% | Q2 2013 | Q3 2023 | 21 |
Third Point | 21 | 21 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q4 2022 | 21 |
Estate Counselors, LLC | 13 | 1 | 0.16% | 2.18% | 5.06% | Q2 2013 | Q3 2022 | 21 |
Richard Bernstein Advisors LLC | 20 | 1 | 0.00% | 5.80% | 13.78% | Q1 2016 | Q2 2021 | 21 |
Chevy Chase Trust Holdings, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q2 2023 | 21 |
Smart Portfolios, LLC | 11 | 1 | 0.54% | 2.92% | 16.82% | Q2 2013 | Q1 2022 | 21 |
Live Your Vision, LLC | 11 | 10 | 0.01% | 1.46% | 4.62% | Q2 2013 | Q1 2019 | 21 |
Jacobi Capital Management LLC | 20 | 20 | 0.01% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 1.23% | 4.63% | Q4 2018 | Q3 2023 | 20 |
UBP Investment Advisors SA | 20 | 20 | 0.10% | 2.04% | 2.96% | Q4 2017 | Q3 2022 | 20 |
BFSG, LLC | 20 | 20 | 0.11% | 1.82% | 5.12% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.12% | 1.37% | 4.46% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.09% | 0.30% | 1.23% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.38% | 1.07% | Q4 2017 | Q3 2022 | 20 |
TOTH FINANCIAL ADVISORY CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 0.26% | 0.82% | 1.68% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.04% | 3.02% | 9.29% | Q4 2018 | Q3 2023 | 20 |
Newfound Research LLC | 15 | 2 | 0.00% | 10.89% | 86.00% | Q4 2015 | Q3 2022 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.08% | 0.24% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.47% | 0.61% | 0.84% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
LEUTHOLD GROUP, LLC | 20 | 20 | 0.11% | 0.60% | 1.90% | Q4 2018 | Q3 2023 | 20 |
RATIONAL ADVISORS LLC | 16 | 1 | 0.01% | 1.09% | 5.21% | Q1 2017 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 19 | 1 | 0.03% | 0.19% | 0.56% | Q4 2016 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.04% | 0.21% | 0.48% | Q2 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.45% | 0.73% | 1.09% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.55% | 5.50% | 6.71% | Q4 2018 | Q3 2023 | 20 |
Smith, Salley & Associates | 15 | 1 | 0.03% | 0.12% | 0.33% | Q2 2017 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.07% | 0.27% | Q4 2018 | Q3 2023 | 20 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.00% | 0.03% | 0.47% | Q2 2013 | Q3 2018 | 20 |
Virtue Capital Management, LLC | 20 | 20 | 0.00% | 1.09% | 6.24% | Q4 2017 | Q3 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.17% | 0.51% | 0.97% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.02% | 0.07% | 0.25% | Q1 2016 | Q4 2020 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.55% | 3.30% | Q4 2014 | Q3 2019 | 20 |
Keel Point, LLC | 20 | 20 | 0.05% | 0.52% | 1.13% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.06% | 0.09% | 0.14% | Q4 2013 | Q3 2018 | 20 |
BOSTON FINANCIAL MANGEMENT LLC | 13 | 7 | 0.04% | 0.16% | 0.26% | Q3 2017 | Q3 2023 | 20 |
BRAVE ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.70% | 1.45% | Q3 2016 | Q1 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.08% | 0.62% | Q4 2013 | Q3 2018 | 20 |
Aldebaran Financial Inc. | 11 | 9 | 0.16% | 0.38% | 0.74% | Q4 2013 | Q2 2019 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.05% | 0.25% | 0.82% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 1.21% | 1.77% | 3.87% | Q4 2018 | Q3 2023 | 20 |
St. Johns Investment Management Company, LLC | 15 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.33% | 1.91% | Q1 2018 | Q3 2023 | 20 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19 | 1 | 0.01% | 0.36% | 1.76% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Services of America, Inc. | 20 | 20 | 0.07% | 1.47% | 3.35% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.32% | 1.06% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.06% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.08% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 3.37% | 6.33% | 10.10% | Q4 2018 | Q3 2023 | 20 |
Avestar Capital, LLC | 12 | 7 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q2 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.41% | 2.36% | Q1 2014 | Q3 2023 | 19 |
OmniStar Financial Group, Inc. | 19 | 19 | 1.32% | 2.86% | 3.96% | Q2 2018 | Q4 2022 | 19 |
Executive Wealth Management, LLC | 15 | 4 | 0.13% | 2.98% | 18.85% | Q4 2018 | Q3 2023 | 19 |
BARINGS LLC | 19 | 19 | 0.00% | 0.30% | 0.78% | Q4 2018 | Q2 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Syntal Capital Partners, LLC | 14 | 1 | 0.02% | 2.01% | 7.55% | Q4 2014 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.80% | 3.86% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 17 | 2 | 0.00% | 0.16% | 0.66% | Q4 2015 | Q4 2021 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.23% | 0.34% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.93% | 5.57% | Q1 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.11% | 0.39% | Q1 2019 | Q3 2023 | 19 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.99% | 1.87% | Q4 2017 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.23% | 0.35% | 0.48% | Q1 2019 | Q3 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.23% | 1.53% | Q4 2015 | Q4 2022 | 19 |
Corrigan Financial, Inc. | 19 | 19 | 0.12% | 0.25% | 0.36% | Q4 2015 | Q2 2020 | 19 |
Stanley-Laman Group, Ltd. | 19 | 19 | 0.06% | 0.47% | 1.48% | Q1 2016 | Q3 2020 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.19% | 0.41% | Q2 2013 | Q4 2017 | 19 |
Kovitz Investment Group Partners, LLC | 14 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
ELEMENT POINTE ADVISORS, LLC | 15 | 4 | 0.23% | 3.09% | 16.05% | Q4 2018 | Q3 2023 | 19 |
Concorde Asset Management, LLC | 8 | 1 | 0.16% | 0.67% | 4.50% | Q4 2014 | Q3 2023 | 19 |
Brio Consultants, LLC | 19 | 19 | 0.11% | 1.34% | 3.71% | Q4 2018 | Q2 2023 | 19 |
THOMASPARTNERS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Chesley Taft & Associates LLC | 12 | 6 | 0.02% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 18 |
US FINANCIAL ADVISORS, LLC | 12 | 6 | 0.01% | 2.37% | 4.34% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.15% | 0.28% | Q2 2013 | Q3 2017 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.28% | 1.08% | 2.03% | Q2 2019 | Q3 2023 | 18 |
SSI INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.02% | 0.12% | 0.65% | Q4 2018 | Q1 2023 | 18 |
ROCKLAND TRUST CO | 17 | 1 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 8 | 4 | 0.10% | 0.29% | 0.65% | Q1 2017 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 9 | 3 | 0.04% | 0.83% | 3.50% | Q4 2014 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.19% | 0.71% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.02% | 0.84% | 3.95% | Q4 2018 | Q3 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.06% | 0.12% | 0.24% | Q1 2014 | Q2 2018 | 18 |
GUARDIAN CAPITAL ADVISORS LP | 14 | 4 | 0.06% | 0.18% | 0.34% | Q1 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 0.08% | 0.20% | Q1 2016 | Q3 2023 | 18 |
Horizon Kinetics | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 18 |
Lyons Wealth Management, LLC. | 9 | 3 | 0.21% | 3.96% | 16.50% | Q2 2013 | Q4 2019 | 18 |
BOSTON ADVISORS LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.02% | 0.08% | 0.31% | Q1 2018 | Q3 2023 | 18 |
Mader & Shannon Wealth Management, Inc. | 15 | 1 | 0.25% | 7.36% | 45.02% | Q3 2015 | Q3 2022 | 18 |
Visionary Asset Management, Inc. | 7 | 3 | 0.11% | 3.91% | 27.99% | Q3 2013 | Q4 2018 | 18 |
Burleson & Company, LLC | 18 | 18 | 0.01% | 0.38% | 1.78% | Q3 2018 | Q4 2022 | 18 |
Modera Wealth Management, LLC | 11 | 7 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 2 | 0.00% | 0.09% | 0.25% | Q4 2017 | Q4 2022 | 18 |
Cypress Capital, LLC | 9 | 4 | 2.86% | 6.78% | 13.99% | Q4 2018 | Q3 2023 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 0.37% | 0.61% | 1.08% | Q2 2013 | Q3 2017 | 18 |
McCollum Christoferson Group LLC | 18 | 18 | 0.43% | 0.64% | 0.93% | Q4 2017 | Q1 2022 | 18 |
PrairieView Partners, LLC | 17 | 1 | 0.03% | 0.09% | 0.27% | Q1 2019 | Q3 2023 | 18 |
Successful Portfolios LLC | 18 | 18 | 0.24% | 0.39% | 0.55% | Q4 2017 | Q1 2022 | 18 |
Alpha Cubed Investments, LLC | 18 | 18 | 0.02% | 0.10% | 0.33% | Q1 2018 | Q2 2022 | 18 |
Donoghue Forlines LLC | 7 | 2 | 0.53% | 7.17% | 30.99% | Q2 2017 | Q2 2023 | 18 |
Fort Point Capital Partners LLC | 10 | 1 | 0.04% | 0.50% | 2.26% | Q1 2016 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.03% | 0.60% | 8.05% | Q1 2014 | Q2 2022 | 18 |
Tidal Investments LLC | 12 | 1 | 0.01% | 0.61% | 2.72% | Q4 2018 | Q3 2023 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.02% | 0.31% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Curbstone Financial Management Corp | 18 | 18 | 0.13% | 0.15% | 0.17% | Q1 2014 | Q2 2018 | 18 |
Edgehill Endowment Partners, LLC | 18 | 18 | 13.99% | 35.54% | 48.62% | Q4 2018 | Q1 2023 | 18 |
RiverGlades Family Offices LLC | 13 | 1 | 0.26% | 1.14% | 1.84% | Q4 2017 | Q1 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Dakota Wealth Management | 18 | 18 | 0.08% | 0.36% | 0.86% | Q2 2019 | Q3 2023 | 18 |
Private Advisory Group LLC | 6 | 3 | 0.31% | 1.11% | 2.47% | Q1 2017 | Q2 2023 | 18 |
NAVELLIER & ASSOCIATES INC | 9 | 1 | 0.02% | 4.50% | 18.97% | Q2 2015 | Q2 2023 | 17 |
GFS Advisors, LLC | 15 | 1 | 0.04% | 0.10% | 0.16% | Q1 2016 | Q3 2023 | 17 |
Hudson Capital Management LLC | 14 | 3 | 0.08% | 1.13% | 3.64% | Q4 2018 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.12% | 0.27% | Q2 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 9 | 1 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 17 | 17 | 0.00% | 0.87% | 2.20% | Q3 2019 | Q3 2023 | 17 |
Private Portfolio Partners LLC | 8 | 3 | 0.06% | 0.27% | 0.98% | Q1 2019 | Q3 2023 | 17 |
Barrington Strategic Wealth Management Group LLC | 16 | 1 | 4.04% | 7.77% | 10.49% | Q2 2013 | Q3 2017 | 17 |
Homrich & Berg | 15 | 2 | 0.01% | 0.04% | 0.18% | Q2 2015 | Q3 2021 | 17 |
Apexium Financial, LP | 16 | 1 | 0.18% | 0.62% | 3.31% | Q4 2018 | Q3 2023 | 17 |
Capital Asset Advisory Services LLC | 12 | 1 | 0.03% | 0.19% | 1.12% | Q2 2017 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 7 | 1 | 0.00% | 1.69% | 4.50% | Q4 2015 | Q3 2023 | 17 |
Horan Securities, Inc. | 7 | 4 | 0.05% | 0.18% | 0.28% | Q4 2018 | Q2 2023 | 17 |
EXANE DERIVATIVES | 17 | 17 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q1 2022 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.22% | 0.33% | 0.44% | Q1 2015 | Q1 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2017 | 17 |
GW HENSSLER & ASSOCIATES LTD | 8 | 1 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 17 |
SevenBridge Financial Group, LLC | 17 | 17 | 0.32% | 1.39% | 3.78% | Q3 2019 | Q3 2023 | 17 |
EAGLE GLOBAL ADVISORS LLC | 17 | 17 | 0.09% | 0.37% | 3.00% | Q3 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.10% | 0.71% | 2.28% | Q3 2019 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.20% | 1.80% | Q2 2013 | Q2 2017 | 17 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 17 | 17 | 0.08% | 0.80% | 8.28% | Q1 2016 | Q1 2020 | 17 |
Silverleafe Capital Partners, LLC | 17 | 17 | 0.12% | 0.22% | 0.54% | Q4 2019 | Q4 2023 | 17 |
Continuum Advisory, LLC | 14 | 3 | 0.25% | 1.18% | 1.75% | Q1 2019 | Q3 2023 | 17 |
Arete Wealth Advisors, LLC | 9 | 4 | 0.05% | 0.32% | 1.07% | Q4 2018 | Q3 2023 | 17 |
Stonebridge Capital Advisors LLC | 11 | 6 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 10 | 7 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 17 |
CreativeOne Wealth, LLC | 10 | 7 | 0.05% | 1.09% | 2.57% | Q2 2019 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 13 | 4 | 0.04% | 0.72% | 2.94% | Q4 2018 | Q3 2023 | 17 |
Permanens Capital L.P. | 13 | 4 | 0.01% | 0.81% | 4.32% | Q4 2015 | Q2 2021 | 17 |
Shoker Investment Counsel, Inc. | 17 | 17 | 0.14% | 0.23% | 0.34% | Q4 2013 | Q4 2017 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.00% | 0.15% | 0.47% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 5 | 0.02% | 0.88% | 2.10% | Q1 2019 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q4 2022 | 17 |
SENTINEL TRUST CO LBA | 11 | 2 | 0.05% | 0.25% | 0.56% | Q2 2013 | Q4 2020 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 1 | 0.03% | 3.40% | 23.55% | Q1 2019 | Q3 2023 | 17 |
NewSquare Capital LLC | 17 | 17 | 0.00% | 0.61% | 2.32% | Q4 2018 | Q4 2022 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 1 | 0.04% | 0.34% | 0.69% | Q2 2014 | Q3 2022 | 17 |
Solstein Capital, LLC | 8 | 1 | 0.02% | 1.89% | 5.83% | Q4 2018 | Q3 2023 | 17 |
NEW SOUTH CAPITAL MANAGEMENT INC | 17 | 17 | 0.02% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Claraphi Advisory Network, LLC | 17 | 17 | 0.45% | 2.92% | 8.98% | Q4 2018 | Q4 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Wealthspire Advisors, L.P. | 14 | 2 | 0.01% | 0.02% | 0.14% | Q4 2015 | Q3 2020 | 16 |
BOK Financial Private Wealth, Inc. | 9 | 1 | 0.00% | 0.18% | 0.99% | Q2 2016 | Q1 2023 | 16 |
Barrett Asset Management, LLC | 16 | 16 | 0.02% | 0.10% | 0.20% | Q4 2017 | Q3 2021 | 16 |
MGO ONE SEVEN LLC | 9 | 1 | 0.02% | 0.13% | 0.34% | Q1 2018 | Q3 2023 | 16 |
Weaver Consulting Group | 9 | 7 | 0.15% | 3.12% | 12.42% | Q1 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.85% | 1.16% | 2.22% | Q4 2019 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.03% | 0.66% | 2.54% | Q2 2019 | Q3 2023 | 16 |
Aull & Monroe Investment Management Corp | 13 | 3 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 16 |
Matson Money. Inc. | 16 | 16 | 3.89% | 4.45% | 5.40% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.17% | 0.47% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.94% | 1.35% | 1.66% | Q4 2019 | Q3 2023 | 16 |
DERBY & COMPANY, INC | 16 | 16 | 0.05% | 0.28% | 0.70% | Q4 2017 | Q3 2021 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.17% | 0.30% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 8 | 2 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 1.17% | 2.20% | 4.26% | Q4 2019 | Q3 2023 | 16 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 8 | 3.12% | 5.87% | 10.70% | Q1 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 15 | 1 | 0.00% | 0.06% | 0.17% | Q4 2019 | Q4 2023 | 16 |
SONATA CAPITAL GROUP INC | 16 | 16 | 0.23% | 0.28% | 0.36% | Q4 2016 | Q3 2020 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.33% | 0.63% | 1.46% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.01% | 0.11% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.54% | 1.67% | 6.38% | Q4 2019 | Q3 2023 | 16 |
Truepoint, Inc. | 12 | 1 | 0.10% | 0.20% | 0.45% | Q3 2013 | Q3 2022 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.20% | 0.58% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.12% | 1.50% | 4.25% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.12% | 0.38% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 14 | 2 | 0.07% | 0.24% | 0.48% | Q4 2018 | Q2 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.19% | 0.61% | 1.06% | Q4 2019 | Q3 2023 | 16 |
SPC Financial, Inc. | 16 | 16 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Vontobel Swiss Wealth Advisors AG | 15 | 1 | 0.27% | 1.58% | 2.85% | Q1 2015 | Q1 2019 | 16 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 16 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 16 | 16 | 0.05% | 0.38% | 1.98% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.14% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.38% | 0.89% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.02% | 0.60% | 4.35% | Q3 2019 | Q3 2023 | 16 |
Lester Murray Antman dba SimplyRich | 8 | 8 | 0.13% | 0.21% | 0.27% | Q2 2019 | Q2 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 16 | 0.23% | 0.56% | 3.43% | Q1 2019 | Q4 2022 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.40% | 3.80% | 10.33% | Q4 2019 | Q3 2023 | 16 |
Donald L. Hagan, LLC | 16 | 16 | 1.62% | 5.75% | 10.38% | Q1 2019 | Q4 2022 | 16 |
Aspire Private Capital, LLC | 13 | 3 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.10% | 0.88% | 1.96% | Q4 2019 | Q3 2023 | 16 |
New Potomac Partners, LLC | 16 | 16 | 0.05% | 0.18% | 0.32% | Q4 2017 | Q3 2021 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.33% | 1.21% | 3.34% | Q2 2010 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.89% | 1.32% | 2.12% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.17% | 0.95% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 0.28% | 0.37% | 0.77% | Q4 2019 | Q3 2023 | 16 |
BINGHAM OSBORN & SCARBOROUGH LLC | 12 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 16 |
DONALDSON CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
TrinityPoint Wealth, LLC | 15 | 1 | 0.25% | 0.73% | 2.36% | Q4 2018 | Q3 2023 | 16 |
Colorado Capital Management, Inc. | 16 | 16 | 0.16% | 0.20% | 0.27% | Q4 2017 | Q3 2021 | 16 |
FCG ADVISORS, LLC | 8 | 1 | 0.12% | 0.23% | 0.56% | Q4 2014 | Q3 2020 | 16 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.16% | 0.40% | Q4 2014 | Q4 2021 | 16 |
Avidian Wealth Solutions, LLC | 8 | 1 | 0.02% | 0.44% | 1.30% | Q2 2015 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.08% | 1.71% | 4.38% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.77% | 0.96% | 1.44% | Q4 2019 | Q3 2023 | 16 |
Retirement Group, LLC | 14 | 1 | 0.17% | 1.28% | 4.18% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Premise Capital, LLC | 15 | 15 | 0.00% | 5.76% | 30.86% | Q4 2016 | Q2 2020 | 15 |
Ellis Investment Partners, LLC | 15 | 15 | 0.01% | 0.10% | 0.18% | Q2 2019 | Q4 2022 | 15 |
Ledyard National Bank | 12 | 3 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2018 | 15 |
Capital Wealth Planning, LLC | 8 | 2 | 0.01% | 0.51% | 3.41% | Q1 2014 | Q2 2023 | 15 |
Beacon Capital Management, Inc. | 13 | 1 | 0.00% | 0.13% | 0.59% | Q4 2013 | Q2 2019 | 15 |
Lutz Financial Services LLC | 12 | 3 | 0.03% | 0.09% | 0.18% | Q4 2017 | Q4 2022 | 15 |
QUADRANT CAPITAL GROUP LLC | 13 | 2 | 0.00% | 0.92% | 1.45% | Q4 2019 | Q3 2023 | 15 |
Vigilare Wealth Management | 8 | 1 | 0.24% | 3.57% | 18.12% | Q4 2019 | Q4 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.32% | 1.08% | 2.55% | Q4 2017 | Q2 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
SPROTT INC. | 10 | 5 | 0.01% | 0.07% | 0.20% | Q3 2017 | Q2 2021 | 15 |
Financial Architects, Inc | 6 | 1 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q2 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Trutina Financial LLC | 15 | 15 | 0.36% | 0.48% | 0.60% | Q2 2013 | Q4 2016 | 15 |
WINTRUST INVESTMENTS LLC | 6 | 1 | 0.03% | 0.22% | 0.87% | Q3 2016 | Q1 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
Coastline Trust Co | 8 | 7 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2022 | 15 |
HRT FINANCIAL LP | 14 | 1 | 0.02% | 0.57% | 1.59% | Q4 2018 | Q4 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
EFG Asset Management (Americas) Corp. | 7 | 1 | 0.03% | 0.22% | 0.51% | Q4 2013 | Q3 2023 | 15 |
AT Bancorp | 15 | 15 | 0.02% | 0.37% | 1.87% | Q3 2014 | Q1 2018 | 15 |
SALEM INVESTMENT COUNSELORS INC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 15 | 15 | 0.02% | 0.22% | 0.78% | Q1 2020 | Q3 2023 | 15 |
VCU Investment Management Co | 12 | 3 | 10.77% | 24.36% | 44.55% | Q4 2016 | Q3 2020 | 15 |
HBW ADVISORY SERVICES LLC | 15 | 15 | 0.07% | 0.23% | 0.40% | Q1 2020 | Q3 2023 | 15 |
EAGLE ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 15 |
Merit Financial Group, LLC | 8 | 2 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 15 |
Prime Capital Investment Advisors, LLC | 9 | 6 | 0.02% | 0.07% | 0.35% | Q3 2019 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.29% | 0.38% | 0.47% | Q1 2020 | Q4 2023 | 15 |
CADINHA & CO LLC | 13 | 2 | 0.03% | 0.11% | 0.21% | Q3 2019 | Q3 2023 | 15 |
IFC Holdings Incorporated/FL | 15 | 15 | 0.02% | 0.10% | 0.50% | Q4 2013 | Q2 2017 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 3 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.18% | 0.32% | 0.61% | Q1 2020 | Q3 2023 | 15 |
ST GERMAIN D J CO INC | 7 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2023 | 15 |
Nelson Capital Management, LLC | 12 | 3 | 0.06% | 0.39% | 1.18% | Q4 2019 | Q3 2023 | 15 |
IMA Wealth, Inc. | 15 | 15 | 0.10% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.02% | 0.92% | 12.57% | Q2 2013 | Q3 2020 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.14% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.01% | 0.30% | 0.98% | Q3 2019 | Q3 2023 | 15 |
Calamos Wealth Management LLC | 12 | 3 | 0.03% | 0.15% | 0.42% | Q4 2016 | Q4 2020 | 15 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.12% | 0.99% | Q3 2013 | Q4 2022 | 15 |
ORSER CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.32% | 2.03% | 4.23% | Q4 2017 | Q2 2021 | 15 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.11% | 0.62% | 5.25% | Q4 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.11% | 0.23% | 0.51% | Q2 2016 | Q4 2019 | 15 |
ARBOR TRUST WEALTH ADVISORS, LLC | 15 | 15 | 0.15% | 0.18% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Vivaldi Capital Management LP | 15 | 15 | 0.85% | 3.78% | 7.04% | Q1 2020 | Q3 2023 | 15 |
Private Ocean, LLC | 9 | 1 | 0.00% | 0.00% | 0.04% | Q1 2018 | Q3 2023 | 15 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.06% | 0.59% | 1.70% | Q2 2015 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2022 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.08% | 0.55% | 1.76% | Q1 2016 | Q3 2023 | 15 |
Monument Capital Management | 10 | 2 | 0.11% | 0.87% | 2.63% | Q3 2018 | Q3 2022 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.27% | 0.34% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.09% | 0.15% | 0.31% | Q1 2020 | Q3 2023 | 15 |
AFFINIA FINANCIAL GROUP, LLC | 15 | 15 | 0.31% | 5.60% | 9.45% | Q4 2019 | Q2 2023 | 15 |
Tuttle Capital Management, LLC | 8 | 7 | 0.36% | 10.19% | 53.58% | Q3 2015 | Q4 2020 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.57% | 2.52% | Q4 2019 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.12% | 0.27% | 0.48% | Q2 2013 | Q4 2016 | 15 |
Jackson Wealth Management, LLC | 11 | 1 | 0.10% | 1.74% | 4.12% | Q4 2014 | Q3 2022 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.02% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 13 | 1 | 0.05% | 0.21% | 1.28% | Q3 2018 | Q3 2023 | 14 |
Hanlon Investment Management, Inc. | 5 | 1 | 0.16% | 7.23% | 33.01% | Q4 2015 | Q3 2023 | 14 |
Clear Creek Financial Management, LLC | 10 | 4 | 0.19% | 0.42% | 1.04% | Q1 2020 | Q3 2023 | 14 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 14 | 14 | 0.13% | 0.43% | 3.99% | Q2 2019 | Q3 2022 | 14 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.03% | 0.11% | 0.32% | Q1 2015 | Q3 2020 | 14 |
Gerstein Fisher | 14 | 14 | 1.21% | 3.04% | 3.39% | Q2 2013 | Q3 2016 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.01% | 0.41% | 1.26% | Q2 2018 | Q3 2021 | 14 |
Institute for Wealth Management, LLC. | 8 | 1 | 0.01% | 1.45% | 2.56% | Q2 2013 | Q4 2019 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Insight Wealth Strategies, LLC | 14 | 14 | 0.06% | 0.88% | 2.07% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.05% | 0.75% | 1.41% | Q2 2020 | Q3 2023 | 14 |
DT Investment Partners, LLC | 7 | 7 | 0.03% | 3.13% | 6.74% | Q4 2018 | Q3 2023 | 14 |
Fulcrum Equity Management | 12 | 2 | 0.11% | 16.82% | 84.20% | Q4 2018 | Q4 2022 | 14 |
KFA Private Wealth Group, LLC | 14 | 14 | 0.59% | 3.14% | 7.98% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 10 | 4 | 0.01% | 0.16% | 0.42% | Q4 2019 | Q3 2023 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.10% | 0.29% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Gunma Bank,Ltd. | 14 | 14 | 24.53% | 48.00% | 53.00% | Q2 2013 | Q3 2016 | 14 |
Element Wealth, LLC | 7 | 7 | 0.05% | 0.35% | 1.02% | Q4 2019 | Q3 2023 | 14 |
Perella Weinberg Partners Capital Management LP | 14 | 14 | 0.29% | 10.88% | 19.71% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.24% | 0.79% | 2.00% | Q4 2019 | Q3 2023 | 14 |
Procyon Advisors, LLC | 13 | 1 | 0.12% | 0.34% | 0.53% | Q1 2020 | Q3 2023 | 14 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.01% | 0.84% | 4.22% | Q2 2013 | Q3 2023 | 14 |
Financial Engines Advisors L.L.C. | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.07% | 0.09% | 0.11% | Q3 2014 | Q4 2017 | 14 |
Sawyer & Company, Inc | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 2 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.14% | 0.34% | 0.53% | Q4 2019 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 10 | 4 | 0.02% | 0.14% | 0.35% | Q1 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.01% | 2.50% | 4.41% | Q4 2019 | Q2 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 9 | 5 | 0.01% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 14 |
Transform Wealth, LLC | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2019 | Q3 2022 | 14 |
One Capital Management, LLC | 10 | 4 | 0.04% | 0.27% | 0.54% | Q3 2014 | Q3 2023 | 14 |
IMS Capital Management | 9 | 5 | 0.13% | 0.18% | 0.24% | Q2 2017 | Q4 2020 | 14 |
Equitable Holdings, Inc. | 7 | 3 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 14 |
CHARTWELL INVESTMENT PARTNERS, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.32% | 0.67% | Q4 2015 | Q1 2019 | 14 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 14 | 14 | 1.90% | 3.47% | 4.57% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.02% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.03% | 0.34% | 0.72% | Q1 2014 | Q2 2017 | 14 |
Capital Analysts, LLC | 6 | 1 | 0.01% | 0.08% | 0.46% | Q2 2015 | Q3 2023 | 14 |
Karp Capital Management Corp | 7 | 3 | 0.00% | 0.12% | 0.44% | Q4 2014 | Q4 2021 | 14 |
HAYS ADVISORY LLC | 8 | 3 | 2.69% | 10.00% | 18.87% | Q2 2013 | Q3 2018 | 14 |
Cornerstone Wealth Group, LLC | 14 | 14 | 0.24% | 0.60% | 1.92% | Q1 2020 | Q2 2023 | 14 |
Joseph P. Lucia & Associates, LLC | 12 | 2 | 0.01% | 0.17% | 0.34% | Q1 2020 | Q3 2023 | 14 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 14 | 0.27% | 1.97% | 4.23% | Q2 2020 | Q3 2023 | 14 |
MA Private Wealth | 14 | 14 | 0.10% | 0.94% | 1.45% | Q4 2018 | Q1 2022 | 14 |
WEATHERLY ASSET MANAGEMENT L. P. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
Robertson Stephens Wealth Management, LLC | 7 | 2 | 0.02% | 1.14% | 4.24% | Q4 2018 | Q3 2023 | 14 |
TSFG, LLC | 13 | 13 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q1 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.20% | 0.27% | 0.41% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Capital Directions Investment Advisors, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 13 |
Holloway Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q1 2022 | 13 |
NatWest Group plc | 13 | 13 | 0.00% | 0.23% | 0.98% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.20% | 0.33% | 0.43% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.14% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Sage Advisory Services, Ltd.Co. | 8 | 5 | 0.09% | 2.00% | 3.88% | Q3 2013 | Q4 2019 | 13 |
VESTOR CAPITAL, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 13 |
FIRST FINANCIAL CORP /IN/ | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2021 | 13 |
NWAM LLC | 12 | 1 | 0.05% | 0.39% | 0.73% | Q2 2015 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
WT Wealth Management | 13 | 13 | 0.21% | 0.58% | 1.53% | Q3 2020 | Q3 2023 | 13 |
BEACON TRUST CO | 11 | 2 | 0.04% | 0.11% | 0.23% | Q1 2013 | Q1 2017 | 13 |
VisionPoint Advisory Group, LLC | 8 | 5 | 0.12% | 2.03% | 6.12% | Q4 2018 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Partnervest Advisory Services LLC | 8 | 1 | 0.04% | 0.29% | 0.59% | Q2 2013 | Q3 2020 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.01% | 0.15% | 0.28% | Q1 2020 | Q1 2023 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 13 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 13 |
Paracle Advisors, LLC | 7 | 2 | 0.12% | 0.37% | 0.64% | Q3 2014 | Q1 2021 | 13 |
Argentus Capital Management, LLC | 9 | 4 | 0.06% | 0.52% | 2.50% | Q2 2013 | Q3 2016 | 13 |
Well Done, LLC | 10 | 3 | 0.04% | 0.24% | 0.84% | Q3 2018 | Q2 2023 | 13 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.46% | 1.27% | Q4 2019 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 12 | 1 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q1 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.04% | 0.61% | 1.93% | Q2 2020 | Q3 2023 | 13 |
Swan Global Investments, LLC | 13 | 13 | 0.01% | 0.09% | 0.15% | Q2 2017 | Q2 2020 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.01% | 0.09% | 0.30% | Q4 2013 | Q4 2016 | 13 |
MATTERN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.12% | 0.37% | 0.98% | Q3 2020 | Q3 2023 | 13 |
Dorsey & Whitney Trust CO LLC | 10 | 1 | 0.05% | 0.32% | 0.88% | Q2 2018 | Q3 2023 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 13 | 13 | 0.05% | 0.30% | 1.18% | Q2 2020 | Q2 2023 | 13 |
Annex Advisory Services, LLC | 10 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q4 2022 | 13 |
Knowledge Leaders Capital, LLC | 5 | 2 | 0.62% | 3.72% | 8.98% | Q1 2016 | Q2 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 8 | 5 | 0.18% | 0.35% | 0.78% | Q1 2020 | Q3 2023 | 13 |
E&G Advisors, LP | 13 | 13 | 0.60% | 0.79% | 0.93% | Q3 2020 | Q3 2023 | 13 |
HAP Trading, LLC | 4 | 4 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q1 2021 | 13 |
Clearstead Trust, LLC | 8 | 5 | 0.00% | 0.79% | 2.12% | Q2 2020 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.16% | 0.41% | 1.25% | Q1 2015 | Q1 2018 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q2 2016 | 13 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2022 | 13 |
IFS Advisors, LLC | 13 | 13 | 0.06% | 2.87% | 7.46% | Q4 2020 | Q4 2023 | 13 |
Rodgers Brothers Inc. | 13 | 13 | 0.07% | 0.13% | 0.20% | Q3 2020 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 13 |
BOENNING & SCATTERGOOD, INC. | 13 | 13 | 0.08% | 0.25% | 1.15% | Q4 2019 | Q4 2022 | 13 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 13 | 13 | 0.04% | 0.21% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Cascade Investment Advisors, Inc. | 7 | 1 | 0.03% | 0.08% | 0.24% | Q2 2019 | Q1 2023 | 13 |
Royal Fund Management, LLC | 6 | 3 | 0.00% | 0.41% | 1.42% | Q1 2017 | Q2 2023 | 13 |
ROVIN CAPITAL /UT/ /ADV | 4 | 2 | 0.53% | 2.38% | 5.78% | Q4 2019 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.08% | 0.27% | Q3 2013 | Q1 2017 | 12 |
Crabel Capital Management, LLC | 7 | 1 | 0.25% | 1.87% | 7.13% | Q2 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.10% | 0.33% | 0.97% | Q4 2020 | Q3 2023 | 12 |
LaFleur & Godfrey LLC | 12 | 12 | 0.07% | 0.17% | 0.26% | Q2 2013 | Q1 2016 | 12 |
HCR Wealth Advisors | 6 | 6 | 0.02% | 0.62% | 1.39% | Q4 2019 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.26% | 0.58% | 1.14% | Q4 2020 | Q3 2023 | 12 |
LifePro Asset Management | 12 | 12 | 0.26% | 3.09% | 6.09% | Q2 2020 | Q1 2023 | 12 |
BAILARD, INC. | 4 | 1 | 0.02% | 2.89% | 9.28% | Q2 2013 | Q1 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.25% | 0.53% | 1.06% | Q4 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 9 | 1 | 0.01% | 0.55% | 2.00% | Q3 2019 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.38% | 2.68% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 2.17% | 2.84% | 4.14% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.08% | 0.15% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Parisi Gray Wealth Management | 6 | 2 | 0.01% | 0.77% | 3.37% | Q4 2017 | Q1 2022 | 12 |
Windsor Capital Management, LLC | 8 | 1 | 0.02% | 0.83% | 1.44% | Q2 2013 | Q4 2017 | 12 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.65% | 1.05% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.04% | 0.28% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Affinity Capital Advisors, LLC | 9 | 3 | 0.06% | 0.14% | 0.38% | Q4 2019 | Q1 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.09% | 0.22% | 0.42% | Q2 2020 | Q1 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 9 | 3 | 0.02% | 0.82% | 1.33% | Q3 2015 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q1 2021 | 12 |
Lenox Wealth Management, Inc. | 8 | 4 | 0.01% | 0.90% | 2.38% | Q2 2017 | Q2 2020 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q3 2013 | Q2 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.74% | 4.75% | 10.84% | Q4 2020 | Q3 2023 | 12 |
SL ADVISORS, LLC | 12 | 12 | 0.84% | 1.82% | 3.11% | Q4 2018 | Q3 2021 | 12 |
Phoenix Holdings Ltd. | 9 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Lincoln Capital LLC | 12 | 12 | 0.13% | 0.19% | 0.29% | Q4 2014 | Q3 2017 | 12 |
TODD ASSET MANAGEMENT LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Blueprint Investment Partners LLC | 11 | 1 | 0.07% | 1.18% | 3.70% | Q2 2020 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 2.20% | 2.46% | 2.66% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.39% | 0.96% | 2.47% | Q4 2020 | Q3 2023 | 12 |
WMS Partners, LLC | 10 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2022 | 12 |
Rampart Investment Management Company, LLC | 6 | 1 | 0.00% | 1.11% | 3.66% | Q2 2015 | Q3 2020 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.09% | 0.24% | 0.79% | Q2 2017 | Q1 2020 | 12 |
Cerity Partners LLC | 12 | 12 | 0.10% | 0.23% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Armor Investment Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Klingman & Associates, LLC | 8 | 4 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q4 2022 | 12 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.00% | 0.19% | 0.52% | Q2 2013 | Q1 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.24% | 1.06% | 3.86% | Q4 2020 | Q3 2023 | 12 |
BLUESTEIN R H & CO LLC | 12 | 12 | 0.02% | 0.08% | 0.33% | Q4 2019 | Q3 2022 | 12 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.52% | 6.16% | Q4 2018 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 2 | 0.00% | 0.41% | 1.37% | Q2 2013 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 1 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 3.05% | 3.43% | 4.89% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.17% | 0.47% | Q4 2020 | Q3 2023 | 12 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 12 | 12 | 0.25% | 4.23% | 7.92% | Q1 2019 | Q4 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.48% | 0.74% | 1.08% | Q4 2020 | Q3 2023 | 12 |
Kelman-Lazarov, Inc. | 8 | 4 | 0.01% | 0.09% | 0.16% | Q1 2016 | Q1 2021 | 12 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.16% | 0.28% | 0.44% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.52% | 0.63% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 5.90% | 18.66% | 46.10% | Q4 2020 | Q3 2023 | 12 |
FIRST NATIONAL TRUST CO | 10 | 2 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 12 |
StoneX Group Inc. | 6 | 1 | 0.03% | 0.58% | 4.71% | Q2 2017 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.08% | 0.87% | 3.40% | Q4 2018 | Q3 2021 | 12 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.50% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.49% | 0.60% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
GRIMES & COMPANY, INC. | 9 | 3 | 0.01% | 4.74% | 16.83% | Q3 2015 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Shamrock Asset Management LLC | 9 | 3 | 0.01% | 0.64% | 2.41% | Q2 2015 | Q4 2018 | 12 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 12 | 12 | 0.08% | 0.83% | 1.25% | Q1 2016 | Q4 2018 | 12 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.52% | 0.67% | 0.89% | Q1 2016 | Q4 2022 | 12 |
Sequoia Financial Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.03% | 0.90% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Efficient Market Advisors, LLC | 11 | 11 | 0.01% | 0.13% | 0.32% | Q2 2013 | Q4 2015 | 11 |
Lowe Wealth Advisors, LLC | 6 | 5 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q4 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2020 | 11 |
Smith Anglin Financial, LLC | 6 | 5 | 0.04% | 0.46% | 1.79% | Q4 2020 | Q3 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.20% | 0.26% | 0.52% | Q2 2013 | Q4 2015 | 11 |
Leelyn Smith, LLC | 11 | 11 | 0.01% | 0.05% | 0.30% | Q1 2020 | Q3 2022 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Heritage Trust Co | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q3 2019 | 11 |
MTC Wealth Management LLC | 11 | 11 | 0.03% | 6.96% | 13.29% | Q1 2021 | Q3 2023 | 11 |
New Harbor Financial Group, LLC | 11 | 11 | 12.25% | 15.06% | 17.86% | Q1 2014 | Q3 2016 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.08% | 0.56% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.02% | 0.04% | 0.11% | Q1 2013 | Q3 2015 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.24% | 0.48% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Cordasco Financial Network | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2019 | 11 |
InterOcean Capital Group, LLC | 6 | 5 | 0.01% | 0.09% | 0.32% | Q4 2020 | Q3 2023 | 11 |
PECAUT & CO. | 5 | 1 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2019 | 11 |
Winslow, Evans & Crocker, Inc. | 3 | 1 | 0.00% | 0.28% | 1.66% | Q3 2015 | Q4 2020 | 11 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.08% | 0.72% | Q4 2014 | Q2 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.02% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Private Capital Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 11 |
Strategic Equity Management | 7 | 4 | 1.65% | 5.47% | 15.34% | Q4 2020 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 11 | 11 | 0.12% | 1.62% | 3.30% | Q4 2020 | Q2 2023 | 11 |
Blue Edge Capital, LLC | 7 | 4 | 0.13% | 0.58% | 1.14% | Q2 2014 | Q1 2023 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 1 | 0.01% | 0.64% | 1.64% | Q2 2013 | Q2 2021 | 11 |
BENJAMIN EDWARDS INC | 8 | 3 | 0.03% | 0.73% | 2.67% | Q1 2020 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 5 | 2 | 0.02% | 1.71% | 7.96% | Q2 2018 | Q3 2023 | 11 |
Old Port Advisors | 10 | 1 | 0.28% | 0.37% | 0.44% | Q2 2018 | Q1 2021 | 11 |
MBA Advisors LLC | 11 | 11 | 1.57% | 2.63% | 3.55% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 10 | 1 | 0.03% | 0.08% | 0.44% | Q3 2014 | Q3 2017 | 11 |
LITTLE HOUSE CAPITAL LLC | 10 | 1 | 0.04% | 2.33% | 3.85% | Q1 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.16% | 0.23% | 0.33% | Q1 2021 | Q3 2023 | 11 |
PICTET BANK & TRUST Ltd | 11 | 11 | 0.26% | 0.44% | 0.66% | Q2 2018 | Q4 2020 | 11 |
Clarity Financial LLC | 11 | 11 | 0.05% | 5.28% | 15.57% | Q1 2021 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.65% | 3.84% | Q2 2018 | Q4 2022 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Hugh Johnson Advisors LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Cougar Global Investments Ltd | 11 | 11 | 0.00% | 0.98% | 2.70% | Q1 2018 | Q3 2020 | 11 |
Wealth Alliance | 9 | 2 | 0.15% | 0.56% | 2.13% | Q2 2020 | Q1 2023 | 11 |
Strategic Investment Advisors / MI | 6 | 1 | 0.05% | 6.24% | 16.33% | Q4 2019 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 9 | 2 | 0.06% | 0.14% | 0.23% | Q1 2020 | Q2 2023 | 11 |
AlphaCentric Advisors LLC | 7 | 1 | 0.29% | 2.70% | 13.10% | Q2 2020 | Q3 2023 | 11 |
Argent Trust Co | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.00% | 1.72% | 7.62% | Q2 2013 | Q4 2015 | 11 |
ASSOCIATED BANC-CORP | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 11 |
Magnus Financial Group LLC | 7 | 4 | 0.03% | 0.21% | 1.17% | Q1 2020 | Q3 2023 | 11 |
Cavalier Investments, LLC | 6 | 5 | 0.13% | 1.46% | 2.52% | Q3 2015 | Q1 2020 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.00% | 0.36% | 0.62% | Q3 2015 | Q3 2023 | 11 |
Astoria Strategic Wealth, Inc. | 11 | 11 | 2.34% | 3.08% | 3.94% | Q2 2020 | Q4 2022 | 11 |
NWK Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 11 |
FundX Investment Group, LLC | 5 | 2 | 0.13% | 1.47% | 12.84% | Q1 2016 | Q1 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.67% | 0.79% | 1.08% | Q1 2014 | Q1 2017 | 11 |
AVALON CAPITAL MANAGEMENT | 11 | 11 | 0.17% | 0.24% | 0.37% | Q2 2013 | Q4 2015 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 3 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q4 2020 | 11 |
Investors Capital Advisory Services | 11 | 11 | 0.05% | 0.21% | 0.61% | Q4 2013 | Q2 2016 | 11 |
Karpus Management, Inc. | 6 | 5 | 0.01% | 0.20% | 0.50% | Q2 2014 | Q1 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.06% | 0.46% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.30% | 1.73% | 3.33% | Q2 2021 | Q3 2023 | 10 |
WASHBURN CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.62% | 0.79% | 1.16% | Q4 2019 | Q2 2022 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.65% | 1.18% | 1.93% | Q3 2019 | Q4 2021 | 10 |
Realta Investment Advisors | 5 | 1 | 0.02% | 0.33% | 0.60% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.07% | 0.30% | Q1 2021 | Q3 2023 | 10 |
3EDGE Asset Management, LP | 8 | 2 | 0.06% | 4.58% | 9.70% | Q1 2019 | Q4 2022 | 10 |
NATIXIS | 4 | 2 | 0.01% | 0.07% | 0.23% | Q1 2019 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q2 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.06% | 1.15% | 6.00% | Q4 2020 | Q3 2023 | 10 |
Wealthquest Corp | 8 | 2 | 0.15% | 3.01% | 4.00% | Q2 2020 | Q1 2023 | 10 |
V Wealth Advisors LLC | 5 | 1 | 0.03% | 0.31% | 1.06% | Q1 2016 | Q2 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.48% | 2.32% | Q4 2017 | Q2 2020 | 10 |
NOTTINGHAM ADVISORS, INC. | 10 | 10 | 0.12% | 0.76% | 1.72% | Q4 2014 | Q1 2017 | 10 |
Rosenberg Matthew Hamilton | 6 | 4 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2021 | 10 |
WRAPMANAGER INC | 5 | 1 | 0.10% | 1.14% | 4.29% | Q4 2015 | Q1 2020 | 10 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2021 | 10 |
Center For Asset Management LLC | 8 | 2 | 1.31% | 5.69% | 12.78% | Q4 2020 | Q3 2023 | 10 |
Montis Financial, LLC | 8 | 2 | 0.15% | 1.34% | 2.03% | Q4 2020 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q4 2018 | 10 |
TriaGen Wealth Management LLC | 10 | 10 | 0.11% | 0.58% | 1.14% | Q2 2021 | Q3 2023 | 10 |
CAPITAL COUNSEL LLC/NY | 10 | 10 | 0.02% | 4.70% | 13.76% | Q3 2015 | Q4 2017 | 10 |
Ballew Advisors, Inc | 5 | 1 | 0.12% | 1.32% | 3.64% | Q4 2017 | Q4 2022 | 10 |
SWMG, LLC | 6 | 4 | 0.33% | 0.62% | 1.35% | Q4 2020 | Q2 2023 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.15% | 0.25% | 0.44% | Q3 2020 | Q4 2022 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 1 | 0.03% | 0.22% | 0.38% | Q3 2014 | Q4 2020 | 10 |
TruWealth Advisors, LLC | 5 | 1 | 0.03% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.11% | 0.36% | 0.93% | Q4 2014 | Q1 2017 | 10 |
Cordant, Inc. | 10 | 10 | 0.20% | 0.28% | 0.36% | Q4 2019 | Q1 2022 | 10 |
Newport Wealth Strategies, Inc. | 10 | 10 | 0.15% | 0.38% | 0.62% | Q2 2019 | Q3 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Atlas Private Wealth Advisors | 6 | 4 | 0.02% | 0.28% | 0.90% | Q2 2020 | Q3 2023 | 10 |
MARSHALL FINANCIAL GROUP INC /ADV | 10 | 10 | 0.13% | 0.24% | 0.50% | Q2 2020 | Q3 2022 | 10 |
Core Wealth Advisors, Inc. | 6 | 4 | 0.03% | 2.03% | 6.09% | Q2 2020 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 8 | 2 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Burns Matteson Capital Management, LLC | 8 | 2 | 1.00% | 6.23% | 14.76% | Q4 2020 | Q2 2023 | 10 |
Virtus Investment Advisers, Inc. | 3 | 1 | 0.02% | 0.55% | 2.18% | Q2 2013 | Q4 2017 | 10 |
TIEMANN INVESTMENT ADVISORS, LLC | 10 | 10 | 0.11% | 0.18% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Titan Capital Management, LLC /TX | 9 | 1 | 10.38% | 16.79% | 20.96% | Q4 2018 | Q1 2022 | 10 |
Windhaven Investment Management, Inc. | 10 | 10 | 0.39% | 0.50% | 0.59% | Q2 2013 | Q3 2015 | 10 |
Trilogy Capital Inc. | 5 | 1 | 0.07% | 0.42% | 0.77% | Q1 2018 | Q3 2023 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.12% | 0.17% | 0.24% | Q2 2015 | Q3 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 4 | 0.10% | 0.24% | 0.54% | Q4 2018 | Q2 2021 | 10 |
Concert Wealth Management Inc. | 6 | 1 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q3 2016 | 10 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.07% | 3.58% | 17.73% | Q4 2015 | Q3 2021 | 10 |
Cambria Investment Management, L.P. | 3 | 1 | 0.09% | 1.47% | 2.97% | Q4 2014 | Q1 2023 | 10 |
STABLEFORD CAPITAL II LLC | 6 | 1 | 0.16% | 3.36% | 6.23% | Q2 2017 | Q1 2023 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.12% | 0.18% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Coho Partners, Ltd. | 9 | 9 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 9 |
Edelman Financial Services, LLC | 9 | 9 | 0.00% | 0.27% | 1.25% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2015 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.14% | 0.15% | 0.16% | Q1 2014 | Q1 2016 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.18% | 0.25% | 0.33% | Q2 2013 | Q2 2015 | 9 |
Counsel Portfolio Services Inc. | 9 | 9 | 0.66% | 9.05% | 15.93% | Q2 2014 | Q2 2016 | 9 |
BRINKER CAPITAL INC | 5 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2020 | 9 |
Gateway Advisory, LLC | 9 | 9 | 0.05% | 0.11% | 0.33% | Q4 2018 | Q4 2020 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Weatherstone Capital Management | 5 | 1 | 0.08% | 3.08% | 19.06% | Q3 2015 | Q1 2019 | 9 |
Waverly Advisors, LLC | 7 | 2 | 0.02% | 0.05% | 0.15% | Q1 2020 | Q3 2023 | 9 |
Lenox Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
LVZ, Inc. | 4 | 1 | 0.04% | 2.80% | 7.70% | Q4 2013 | Q4 2022 | 9 |
BEACON FINANCIAL GROUP | 5 | 4 | 0.04% | 0.30% | 1.51% | Q4 2013 | Q2 2016 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.65% | 1.52% | 2.69% | Q4 2013 | Q4 2015 | 9 |
KWMG, LLC | 9 | 9 | 0.10% | 0.26% | 0.40% | Q4 2014 | Q4 2016 | 9 |
AlphaStar Capital Management, LLC | 5 | 4 | 0.04% | 1.53% | 7.46% | Q4 2017 | Q4 2020 | 9 |
Integrated Wealth Management | 9 | 9 | 0.06% | 0.08% | 0.11% | Q1 2015 | Q1 2017 | 9 |
Hayden Royal, LLC | 4 | 1 | 0.13% | 0.45% | 1.38% | Q4 2018 | Q4 2021 | 9 |
Wall Capital Group, Inc. | 9 | 9 | 0.12% | 1.47% | 3.24% | Q1 2017 | Q1 2019 | 9 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 7 | 2 | 0.01% | 0.51% | 1.75% | Q3 2017 | Q2 2020 | 9 |
Crescent Grove Advisors, LLC | 6 | 3 | 0.04% | 0.24% | 0.49% | Q1 2020 | Q3 2023 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 9 |
Aries Wealth Management | 6 | 3 | 0.24% | 0.26% | 0.28% | Q2 2021 | Q3 2023 | 9 |
Ballast, Inc. | 5 | 4 | 3.21% | 4.39% | 5.64% | Q4 2018 | Q3 2023 | 9 |
Triumph Capital Management | 9 | 9 | 0.11% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CNB Bank | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
F3Logic, LLC | 7 | 2 | 0.05% | 1.10% | 3.97% | Q4 2018 | Q4 2022 | 9 |
Vestmark Advisory Solutions, Inc. | 5 | 1 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q2 2023 | 9 |
LFA - Lugano Financial Advisors SA | 9 | 9 | 0.04% | 2.31% | 3.03% | Q3 2021 | Q3 2023 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 9 |
Concentrum Wealth Management | 9 | 9 | 0.21% | 0.29% | 0.43% | Q4 2018 | Q4 2020 | 9 |
MONECO Advisors, LLC | 6 | 1 | 0.14% | 0.29% | 0.52% | Q2 2020 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.15% | 0.60% | Q4 2018 | Q3 2023 | 9 |
ESL Trust Services, LLC | 9 | 9 | 0.07% | 0.61% | 1.10% | Q1 2020 | Q1 2022 | 9 |
TBH Global Asset Management, LLC | 5 | 4 | 0.07% | 0.28% | 1.30% | Q4 2019 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 9 |
Juniper Hill Capital Management LP | 9 | 9 | 27.90% | 40.18% | 61.11% | Q1 2021 | Q1 2023 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 0.50% | 1.08% | 2.18% | Q3 2020 | Q3 2022 | 9 |
Berkshire Bank | 9 | 9 | 0.11% | 0.51% | 1.59% | Q3 2020 | Q3 2022 | 9 |
Clear Perspectives Financial Planning, LLC | 9 | 9 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Rede Wealth, LLC | 8 | 1 | 0.14% | 0.41% | 1.05% | Q1 2021 | Q2 2023 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.23% | 1.70% | 2.30% | Q4 2020 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.23% | 0.28% | 0.38% | Q4 2020 | Q4 2022 | 9 |
Pinnacle Wealth Management Group, Inc. | 6 | 3 | 0.76% | 4.40% | 7.62% | Q2 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.40% | 0.60% | 0.86% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.14% | 1.11% | 1.91% | Q3 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.44% | 0.61% | 0.79% | Q4 2021 | Q4 2023 | 9 |
CITY HOLDING CO | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 9 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.08% | 0.38% | 1.15% | Q4 2017 | Q2 2021 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.01% | 0.18% | 0.39% | Q3 2019 | Q3 2021 | 9 |
SMITH SHELLNUT WILSON LLC /ADV | 9 | 9 | 0.02% | 0.13% | 0.52% | Q2 2019 | Q2 2021 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 1 | 0.10% | 0.22% | 0.56% | Q4 2017 | Q3 2021 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.25% | 0.31% | 0.35% | Q2 2013 | Q1 2015 | 8 |
DFPG INVESTMENTS, LLC | 7 | 1 | 0.11% | 0.49% | 1.97% | Q3 2019 | Q3 2023 | 8 |
KELLEHER FINANCIAL ADVISORS | 8 | 8 | 0.12% | 0.26% | 0.48% | Q4 2015 | Q3 2017 | 8 |
Jackson Hole Capital Partners, LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q3 2019 | Q3 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.10% | 0.16% | 0.21% | Q1 2020 | Q4 2021 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.84% | 0.96% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.26% | 0.59% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.29% | 0.44% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 8 | 0.05% | 2.50% | 6.12% | Q4 2018 | Q3 2020 | 8 |
Truvestments Capital LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.01% | 0.04% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Laurel Wealth Advisors, Inc. | 4 | 1 | 0.02% | 0.22% | 0.63% | Q4 2019 | Q4 2022 | 8 |
TIAA CREF TRUST CO FSB/MO | 7 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 8 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2021 | 8 |
Hefty Wealth Partners | 6 | 2 | 0.42% | 2.89% | 4.83% | Q4 2015 | Q1 2018 | 8 |
Tradewinds Capital Management, LLC | 5 | 3 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q1 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q1 2015 | 8 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 8 |
Intellectus Partners, LLC | 6 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q1 2021 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.04% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 8 |
SECURITY NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.39% | 0.97% | Q2 2013 | Q4 2017 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DSC Advisors, L.P. | 8 | 8 | 0.13% | 0.98% | 2.12% | Q3 2014 | Q2 2016 | 8 |
WealthPLAN Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.05% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Blue Chip Partners, LLC | 6 | 2 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q2 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.24% | 1.16% | 2.03% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.71% | 2.70% | 4.25% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.36% | 0.56% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 1.03% | 3.11% | 11.69% | Q4 2021 | Q3 2023 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 2.88% | 8.96% | Q4 2013 | Q3 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GM Advisory Group, LLC | 6 | 2 | 0.08% | 5.15% | 10.19% | Q3 2019 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.46% | 0.94% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 1.86% | 3.03% | 3.88% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.05% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.34% | 0.81% | 2.17% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.27% | 1.23% | 2.45% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.27% | 0.36% | 0.78% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.02% | 1.22% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Independent Advisor Alliance | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.45% | 0.74% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 8.52% | 10.27% | 12.20% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.06% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
LifeGuide Financial Advisors, LLC | 8 | 8 | 1.02% | 1.20% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Highland Private Wealth Management | 5 | 1 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q2 2019 | 8 |
UNIONVIEW, LLC | 8 | 8 | 4.60% | 7.56% | 10.08% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.12% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.53% | 0.91% | 2.71% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 1.82% | 2.07% | 2.34% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.25% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 2.59% | 3.03% | 3.30% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.00% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 1.65% | 1.80% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.55% | 0.73% | 0.99% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 3 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 8 |
Balentine LLC | 5 | 1 | 0.00% | 15.38% | 26.20% | Q2 2019 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.33% | 0.50% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.04% | 0.68% | 2.92% | Q4 2019 | Q3 2022 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.79% | 2.49% | 4.37% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
DEFINED WEALTH MANAGEMENT, LLC | 8 | 8 | 0.40% | 0.85% | 1.50% | Q1 2021 | Q4 2022 | 8 |
Golden State Equity Partners | 5 | 3 | 0.32% | 0.56% | 0.94% | Q1 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.56% | 1.35% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Mach-1 Financial Group, LLC | 6 | 6 | 0.00% | 2.35% | 17.99% | Q4 2020 | Q1 2022 | 8 |
Icon Wealth Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 1.56% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Hemington Wealth Management | 7 | 1 | 0.10% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 8 |
GRIES FINANCIAL LLC | 5 | 3 | 0.10% | 0.40% | 1.11% | Q3 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Barber Financial Group, Inc. | 4 | 4 | 0.05% | 0.17% | 0.42% | Q2 2020 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Client First Capital LLC | 8 | 8 | 1.06% | 12.52% | 20.61% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.05% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 6 | 1 | 0.04% | 0.08% | 0.10% | Q4 2013 | Q2 2022 | 8 |
Front Row Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.32% | 2.68% | 8.78% | Q1 2019 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 1 | 0.03% | 0.10% | 0.30% | Q4 2019 | Q1 2022 | 8 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 8 |
Clarus Wealth Advisors | 8 | 8 | 0.20% | 0.74% | 1.57% | Q3 2018 | Q2 2020 | 8 |
Chicago Partners Investment Group LLC | 5 | 3 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2021 | 8 |
Thomasville National Bank | 8 | 8 | 0.16% | 0.18% | 0.20% | Q1 2017 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.06% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.09% | 0.21% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Sunburst Financial Group, LLC | 8 | 8 | 0.08% | 0.22% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.17% | 0.24% | 0.32% | Q4 2015 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.30% | 0.85% | Q4 2017 | Q3 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.72% | 1.23% | 1.99% | Q2 2013 | Q1 2015 | 8 |
Avion Wealth | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.02% | 0.22% | 0.34% | Q1 2021 | Q4 2022 | 8 |
EXCALIBUR MANAGEMENT CORP | 6 | 2 | 0.25% | 2.32% | 3.52% | Q2 2013 | Q4 2021 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 1 | 0.27% | 1.98% | 6.19% | Q3 2015 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Coury Firm Asset Management LLC | 7 | 7 | 0.85% | 1.64% | 3.54% | Q4 2021 | Q2 2023 | 7 |
Cypress Capital Management LLC (WY) | 6 | 1 | 0.03% | 4.02% | 5.90% | Q3 2019 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 7 | 7 | 0.01% | 0.63% | 4.24% | Q2 2018 | Q4 2019 | 7 |
Pettinga Financial Advisors LLC | 5 | 2 | 0.28% | 0.38% | 0.52% | Q4 2018 | Q2 2023 | 7 |
Stadion Money Management, LLC | 5 | 1 | 0.01% | 0.54% | 1.75% | Q2 2013 | Q1 2016 | 7 |
Paradigm Financial Advisors, LLC | 6 | 1 | 0.05% | 0.54% | 1.84% | Q1 2014 | Q4 2021 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.11% | 1.33% | 2.78% | Q1 2018 | Q3 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Maxim Capital Management LLC | 7 | 7 | 4.50% | 6.27% | 8.32% | Q4 2018 | Q2 2020 | 7 |
Merriman Wealth Management, LLC | 3 | 1 | 2.97% | 18.55% | 58.72% | Q4 2013 | Q1 2020 | 7 |
StrongBox Wealth, LLC | 7 | 7 | 2.30% | 2.81% | 3.10% | Q2 2022 | Q4 2023 | 7 |
Auxano Advisors, LLC | 7 | 7 | 0.59% | 2.66% | 3.24% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.53% | 0.65% | 0.78% | Q1 2022 | Q3 2023 | 7 |
Wela Strategies, Inc. | 6 | 1 | 5.51% | 5.84% | 6.47% | Q1 2017 | Q4 2018 | 7 |
Fiduciary Group LLC | 7 | 7 | 2.36% | 4.54% | 5.94% | Q1 2022 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SINECERA CAPITAL, LLC | 4 | 3 | 0.68% | 0.77% | 0.85% | Q4 2021 | Q3 2023 | 7 |
Edge Wealth Management LLC | 6 | 1 | 0.03% | 7.28% | 11.35% | Q4 2020 | Q3 2023 | 7 |
Sowa Financial Group, Inc. | 7 | 7 | 0.22% | 0.32% | 0.42% | Q4 2019 | Q2 2021 | 7 |
Oxbow Advisors, LLC | 6 | 1 | 0.10% | 0.66% | 3.53% | Q4 2019 | Q3 2023 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Bigelow Investment Advisors, LLC | 7 | 7 | 0.11% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 5.44% | 23.20% | Q1 2022 | Q3 2023 | 7 |
PAX Financial Group, LLC | 5 | 2 | 0.09% | 0.15% | 0.29% | Q1 2020 | Q2 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.25% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 6 | 1 | 0.01% | 0.93% | 3.36% | Q1 2020 | Q3 2023 | 7 |
Wick Capital Partners, LLC | 6 | 1 | 0.26% | 1.16% | 3.57% | Q4 2021 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 7 |
Capital Wealth Alliance, LLC | 7 | 7 | 0.46% | 2.08% | 4.48% | Q2 2020 | Q4 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 7 | 0.01% | 0.26% | 0.49% | Q4 2016 | Q2 2018 | 7 |
ROYCE & ASSOCIATES LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Lake Hills Wealth Management, LLC | 5 | 2 | 2.75% | 9.17% | 13.37% | Q4 2021 | Q3 2023 | 7 |
Tillar-Wenstrup Advisors, LLC | 7 | 7 | 0.38% | 4.39% | 13.37% | Q3 2018 | Q1 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.38% | 0.62% | 0.99% | Q1 2022 | Q3 2023 | 7 |
Invst, LLC | 3 | 1 | 0.14% | 3.80% | 5.15% | Q1 2021 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.05% | 0.65% | 1.12% | Q1 2022 | Q3 2023 | 7 |
UNIO CAPITAL LLC | 7 | 7 | 0.74% | 0.88% | 1.12% | Q2 2019 | Q4 2020 | 7 |
Blackhawk Capital Partners LLC. | 4 | 1 | 0.00% | 0.62% | 1.97% | Q2 2018 | Q2 2021 | 7 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 3.86% | 5.10% | 5.92% | Q4 2015 | Q2 2017 | 7 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 7 |
GenWealth Group, Inc. | 2 | 1 | 4.20% | 11.82% | 23.64% | Q4 2018 | Q3 2023 | 7 |
Gs Investments, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 7 |
Wolf Group Capital Advisors | 6 | 1 | 0.08% | 1.80% | 2.97% | Q4 2021 | Q3 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 3 | 0.00% | 0.16% | 0.59% | Q2 2020 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
WESPAC Advisors, LLC | 7 | 7 | 0.97% | 2.96% | 6.61% | Q1 2019 | Q3 2020 | 7 |
CAHABA WEALTH MANAGEMENT, INC. | 7 | 7 | 0.17% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
NORTHSTAR ASSET MANAGEMENT INC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Winthrop Partners - WNY, LLC | 5 | 2 | 0.34% | 0.51% | 0.59% | Q4 2017 | Q3 2019 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.05% | 0.13% | 0.35% | Q1 2022 | Q3 2023 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 2.56% | 3.56% | 4.93% | Q1 2022 | Q3 2023 | 7 |
Birchcreek Wealth Management, LLC | 6 | 1 | 0.11% | 2.20% | 5.12% | Q4 2020 | Q3 2023 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Family Management Corp | 6 | 1 | 0.01% | 1.54% | 6.43% | Q2 2019 | Q3 2023 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 0.04% | 0.14% | 0.19% | Q3 2019 | Q1 2021 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.01% | 0.54% | 1.33% | Q4 2020 | Q2 2022 | 7 |
Avondale Wealth Management | 7 | 7 | 0.02% | 0.05% | 0.13% | Q2 2018 | Q4 2019 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.05% | 0.10% | 0.23% | Q1 2022 | Q3 2023 | 7 |
KANALY TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Delta Investment Management, LLC | 4 | 1 | 0.28% | 1.59% | 6.47% | Q4 2018 | Q4 2020 | 7 |
INNEALTA CAPITAL, LLC | 3 | 2 | 0.11% | 0.20% | 0.27% | Q4 2018 | Q4 2021 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 1.29% | 1.71% | 2.73% | Q2 2020 | Q4 2021 | 7 |
Haverford Trust Co | 7 | 7 | 0.00% | 0.08% | 0.24% | Q1 2022 | Q3 2023 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 2 | 0.00% | 0.22% | 0.42% | Q2 2018 | Q3 2023 | 7 |
tru Independence LLC | 6 | 1 | 0.14% | 0.47% | 2.08% | Q2 2020 | Q1 2022 | 7 |
Blue Sky Asset Management, LLC | 5 | 2 | 0.26% | 2.37% | 5.74% | Q2 2018 | Q4 2020 | 7 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 7 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 6 | 1 | 0.02% | 0.20% | 0.65% | Q3 2016 | Q4 2021 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.12% | 0.15% | Q2 2013 | Q3 2014 | 7 |
Accel Wealth Management | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.11% | 0.29% | Q1 2021 | Q4 2022 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.01% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q2 2023 | 7 |
PLANNING ALTERNATIVES LTD /ADV | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 7 |
Allen Capital Group, LLC | 3 | 1 | 0.04% | 0.94% | 3.21% | Q3 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Raub Brock Capital Management LP | 3 | 2 | 0.39% | 1.57% | 3.89% | Q1 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.35% | 0.46% | 0.64% | Q2 2013 | Q4 2014 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
PATTON FUND MANAGEMENT, INC. | 5 | 2 | 0.17% | 0.25% | 0.39% | Q4 2020 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.44% | 0.67% | 0.92% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.21% | 1.25% | 2.33% | Q2 2022 | Q4 2023 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 7 |
Clearwater Capital Advisors, LLC | 6 | 1 | 0.03% | 3.20% | 5.74% | Q4 2018 | Q1 2022 | 7 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
ARS Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.14% | 0.20% | Q1 2020 | Q2 2021 | 6 |
Bond & Devick Financial Network, Inc. | 6 | 6 | 0.19% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.38% | 0.81% | Q2 2013 | Q3 2014 | 6 |
Modus Advisors, LLC | 5 | 1 | 0.03% | 1.86% | 2.32% | Q2 2020 | Q4 2023 | 6 |
CPR Investments Inc. | 6 | 6 | 4.36% | 5.14% | 7.22% | Q2 2022 | Q3 2023 | 6 |
Jupiter Wealth Management LLC | 6 | 6 | 1.29% | 1.83% | 2.30% | Q1 2019 | Q2 2020 | 6 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 6 |
Advisor Resource Council | 6 | 6 | 0.36% | 0.82% | 1.18% | Q2 2021 | Q3 2022 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.08% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.14% | 0.56% | 1.24% | Q2 2022 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.02% | 0.24% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Blue Fin Capital, Inc. | 6 | 6 | 0.08% | 0.37% | 0.56% | Q2 2022 | Q3 2023 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 5 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2015 | 6 |
Spruce Investment Advisors LLC | 4 | 2 | 0.06% | 0.23% | 0.54% | Q2 2013 | Q1 2015 | 6 |
LOWERY THOMAS, LLC | 5 | 1 | 0.22% | 3.39% | 6.72% | Q4 2021 | Q3 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Clientfirst Wealth Management, LLC | 6 | 6 | 0.39% | 0.68% | 1.30% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.03% | 1.33% | 3.95% | Q3 2014 | Q1 2019 | 6 |
FARMERS TRUST CO | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
FirstPurpose Wealth LLC | 4 | 1 | 0.63% | 1.16% | 1.73% | Q4 2021 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
JOYN Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 6 |
Accuvest Global Advisors | 6 | 6 | 0.07% | 2.20% | 7.04% | Q2 2013 | Q3 2014 | 6 |
Walkner Condon Financial Advisors LLC | 6 | 6 | 0.11% | 0.13% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 2 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q4 2015 | 6 |
Autumn Glory Partners, LLC | 6 | 6 | 0.17% | 0.23% | 0.36% | Q2 2022 | Q3 2023 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Sanctuary Wealth Management, L.L.C. | 3 | 1 | 0.40% | 17.57% | 47.37% | Q4 2017 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.67% | 0.79% | 0.86% | Q1 2022 | Q2 2023 | 6 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.55% | 1.22% | Q4 2017 | Q3 2023 | 6 |
Silicon Hills Wealth Management, LLC | 5 | 1 | 0.02% | 0.52% | 1.00% | Q4 2019 | Q2 2023 | 6 |
Veracity Capital LLC | 2 | 2 | 0.28% | 1.37% | 3.96% | Q1 2020 | Q3 2023 | 6 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q1 2023 | 6 |
AXA S.A. | 5 | 1 | 0.00% | 0.35% | 2.09% | Q3 2015 | Q1 2018 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 4.65% | 6.66% | 7.72% | Q4 2020 | Q1 2022 | 6 |
Caprock Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 0.26% | 0.39% | 0.54% | Q2 2022 | Q3 2023 | 6 |
AGF Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
Empirical Finance, LLC | 3 | 1 | 0.23% | 2.58% | 7.00% | Q4 2016 | Q3 2020 | 6 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 2 | 2.99% | 16.27% | 34.37% | Q4 2019 | Q2 2022 | 6 |
SIMMONS FIRST TRUST CO NA | 6 | 6 | 0.08% | 0.56% | 0.89% | Q2 2013 | Q3 2014 | 6 |
CHOREO, LLC | 3 | 3 | 0.05% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 1 | 0.00% | 0.37% | 1.85% | Q4 2017 | Q3 2023 | 6 |
Southland Equity Partners LLC | 6 | 6 | 0.15% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Trinity Legacy Partners, LLC | 6 | 6 | 0.10% | 1.08% | 1.95% | Q3 2019 | Q4 2020 | 6 |
Freestate Advisors LLC | 6 | 6 | 2.20% | 15.06% | 52.48% | Q3 2019 | Q4 2020 | 6 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2014 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.40% | 0.85% | 1.18% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.36% | 1.03% | 2.11% | Q2 2015 | Q3 2016 | 6 |
Professional Financial Advisors, LLC | 4 | 1 | 0.25% | 0.67% | 1.26% | Q4 2019 | Q3 2023 | 6 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2022 | 6 |
WEALTHFRONT Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
Narus Financial Partners, LLC | 6 | 6 | 0.15% | 0.41% | 0.58% | Q2 2022 | Q3 2023 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.05% | 0.24% | 0.32% | Q4 2016 | Q1 2018 | 6 |
FineMark National Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Strategic Advisors LLC | 3 | 1 | 0.13% | 0.15% | 0.17% | Q1 2020 | Q4 2022 | 6 |
ODonnell Financial Services, LLC | 6 | 6 | 0.14% | 1.24% | 2.94% | Q3 2021 | Q4 2022 | 6 |
Arden Trust Co | 6 | 6 | 0.03% | 0.61% | 1.17% | Q3 2022 | Q4 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Straight Path Wealth Management | 6 | 6 | 0.17% | 0.50% | 0.91% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Sterling Investment Advisors, Ltd. | 4 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q2 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.17% | 0.57% | Q2 2015 | Q3 2016 | 6 |
SBB Research Group LLC | 4 | 2 | 0.35% | 6.82% | 21.43% | Q4 2021 | Q3 2023 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.64% | 1.31% | 1.51% | Q2 2022 | Q3 2023 | 6 |
RETIREMENT INCOME SOLUTIONS, INC | 6 | 6 | 0.28% | 1.01% | 1.47% | Q2 2022 | Q3 2023 | 6 |
CLIENT 1ST ADVISORY GROUP, LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q1 2023 | 6 |
Emerald Advisors, LLC | 6 | 6 | 0.20% | 0.30% | 0.38% | Q2 2021 | Q3 2022 | 6 |
Falcon Wealth Planning | 6 | 6 | 0.17% | 0.37% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.15% | 0.44% | 0.60% | Q4 2021 | Q3 2023 | 6 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.14% | 0.50% | 2.10% | Q2 2019 | Q3 2023 | 6 |
Seelaus Asset Management LLC | 6 | 6 | 0.15% | 0.41% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 6 |
MCDONALD PARTNERS LLC | 6 | 6 | 0.02% | 0.18% | 0.29% | Q2 2021 | Q3 2022 | 6 |
Forward Management, LLC | 6 | 6 | 24.70% | 42.31% | 52.32% | Q3 2020 | Q4 2021 | 6 |
Grove Bank & Trust | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.01% | 0.19% | 0.30% | Q2 2022 | Q3 2023 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 0.05% | 0.44% | 0.68% | Q2 2021 | Q4 2022 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 1.20% | 1.59% | 1.90% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.05% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Main Management LLC | 6 | 6 | 0.97% | 2.11% | 2.98% | Q2 2022 | Q3 2023 | 6 |
Rollins Financial | 6 | 6 | 0.16% | 0.34% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Global X Management CO LLC | 2 | 1 | 0.02% | 0.28% | 1.44% | Q3 2015 | Q2 2018 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.06% | 1.89% | 2.99% | Q4 2020 | Q1 2023 | 6 |
AMERICAN ASSET MANAGEMENT INC. | 4 | 2 | 0.15% | 0.26% | 0.51% | Q2 2013 | Q4 2016 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 1.40% | 2.26% | 3.65% | Q2 2022 | Q3 2023 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 0.72% | 0.80% | 0.87% | Q4 2018 | Q1 2020 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 4.29% | 11.85% | Q3 2020 | Q4 2021 | 6 |
Bickling Financial Services, Inc. | 6 | 6 | 0.13% | 0.25% | 0.49% | Q4 2020 | Q1 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Briaud Financial Planning, Inc | 6 | 6 | 0.00% | 0.27% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.18% | 0.30% | 0.44% | Q4 2021 | Q1 2023 | 6 |
Precision Wealth Strategies, LLC | 5 | 1 | 0.75% | 2.61% | 7.34% | Q4 2020 | Q4 2022 | 6 |
COUNTRY CLUB BANK /GFN | 5 | 1 | 0.04% | 0.41% | 0.81% | Q1 2022 | Q3 2023 | 6 |
Freestone Capital Holdings, LLC | 3 | 2 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q4 2020 | 5 |
Allegis Investment Advisors, LLC | 3 | 2 | 0.05% | 0.34% | 1.24% | Q4 2015 | Q1 2018 | 5 |
Willow Creek Wealth Management Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Canal Capital Management, LLC | 4 | 1 | 0.17% | 0.54% | 1.50% | Q4 2019 | Q3 2022 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.05% | 0.21% | 0.54% | Q3 2019 | Q3 2023 | 5 |
Capital Advantage, Inc. | 5 | 5 | 0.09% | 1.82% | 4.24% | Q4 2013 | Q4 2014 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.16% | 0.26% | 0.37% | Q2 2017 | Q2 2018 | 5 |
Silicon Valley Capital Partners | 4 | 1 | 0.20% | 0.26% | 0.38% | Q3 2020 | Q3 2022 | 5 |
Compass Ion Advisors, LLC | 4 | 1 | 0.11% | 5.48% | 26.74% | Q1 2020 | Q3 2023 | 5 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.01% | 0.09% | 0.20% | Q4 2014 | Q3 2023 | 5 |
SMI Advisory Services, LLC | 4 | 1 | 0.09% | 12.18% | 15.94% | Q2 2022 | Q3 2023 | 5 |
Abacus Planning Group, Inc. | 5 | 5 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
First Capital Advisors Group, LLC. | 5 | 5 | 0.01% | 1.73% | 6.44% | Q2 2022 | Q2 2023 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.04% | 0.07% | 0.16% | Q2 2022 | Q2 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 4 | 1 | 0.01% | 0.14% | 0.20% | Q4 2017 | Q2 2020 | 5 |
CABANA LLC | 3 | 2 | 0.00% | 2.28% | 9.02% | Q2 2018 | Q2 2020 | 5 |
Beirne Wealth Consulting Services, LLC | 5 | 5 | 0.75% | 0.93% | 1.40% | Q3 2022 | Q3 2023 | 5 |
Greenline Partners, LLC | 5 | 5 | 0.35% | 0.36% | 0.37% | Q4 2017 | Q4 2018 | 5 |
Abbrea Capital, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 5 |
KCS Wealth Advisory | 4 | 1 | 0.01% | 0.47% | 0.72% | Q4 2017 | Q3 2019 | 5 |
Chicago Wealth Management, Inc. | 5 | 5 | 0.16% | 4.42% | 10.92% | Q3 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.30% | 3.29% | 9.45% | Q3 2014 | Q4 2018 | 5 |
Brickley Wealth Management | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.49% | 0.64% | 0.79% | Q2 2013 | Q2 2014 | 5 |
Wiser Wealth Management, Inc | 5 | 5 | 0.14% | 0.22% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Goldstein Munger & Associates | 5 | 5 | 0.12% | 0.62% | 0.83% | Q4 2009 | Q4 2010 | 5 |
A. D. Beadell Investment Counsel, Inc. | 5 | 5 | 0.19% | 0.26% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Stearns Financial Services Group | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CORDA Investment Management, LLC. | 5 | 5 | 0.16% | 0.23% | 0.37% | Q2 2019 | Q2 2020 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 5 |
Q3 Asset Management | 3 | 2 | 1.10% | 2.01% | 2.49% | Q1 2018 | Q3 2022 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 3.97% | 6.90% | 7.86% | Q1 2022 | Q1 2023 | 5 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 5 |
MARCUARD FAMILY OFFICE LTD | 5 | 5 | 0.96% | 2.20% | 3.07% | Q2 2013 | Q2 2014 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.37% | 1.78% | Q1 2022 | Q3 2023 | 5 |
Cooper Financial Group | 4 | 1 | 0.05% | 0.28% | 0.39% | Q4 2020 | Q3 2023 | 5 |
EQ LLC | 2 | 1 | 0.59% | 2.14% | 3.44% | Q3 2021 | Q2 2023 | 5 |
Good Harbor Financial, LLC | 5 | 5 | 0.01% | 16.09% | 80.15% | Q3 2014 | Q3 2015 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Mizuho Asset Management Co.,Ltd. | 3 | 2 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q4 2014 | 5 |
EVERETT HARRIS & CO /CA/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q4 2021 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 0.14% | 1.35% | 3.25% | Q2 2022 | Q2 2023 | 5 |
TD Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 5 |
Occidental Asset Management, LLC | 3 | 1 | 0.15% | 0.28% | 0.40% | Q4 2021 | Q2 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.12% | 0.50% | 1.70% | Q3 2022 | Q3 2023 | 5 |
TCF National Bank | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.09% | 0.18% | 0.22% | Q3 2020 | Q3 2021 | 5 |
Mitsubishi UFJ Trust & Banking Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Tanglewood Wealth Management, Inc. | 4 | 1 | 11.36% | 13.37% | 15.34% | Q2 2018 | Q1 2020 | 5 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.11% | 0.20% | Q4 2020 | Q4 2022 | 5 |
Secure Asset Management, LLC | 3 | 2 | 0.14% | 0.34% | 0.76% | Q1 2020 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.17% | 1.04% | 2.20% | Q2 2020 | Q3 2021 | 5 |
CERTUITY, LLC | 3 | 2 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 5 |
Single Point Partners, LLC | 4 | 1 | 0.41% | 0.72% | 0.86% | Q2 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 0.06% | 0.14% | 0.24% | Q4 2019 | Q4 2020 | 5 |
Lion Street Advisors, LLC | 2 | 1 | 0.10% | 0.93% | 2.58% | Q1 2020 | Q3 2023 | 5 |
Texas Capital Bank Wealth Management Services Inc | 3 | 2 | 0.02% | 0.14% | 0.23% | Q4 2019 | Q3 2021 | 5 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 5 |
Montecito Bank & Trust | 4 | 1 | 0.19% | 0.25% | 0.32% | Q3 2015 | Q4 2016 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q3 2017 | 5 |
Whitcomb & Hess, Inc. | 5 | 5 | 0.19% | 0.28% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Waypoint Wealth Partners Inc. | 5 | 5 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Onyx Bridge Wealth Group LLC | 5 | 5 | 0.13% | 0.26% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Intelligence Driven Advisers, LLC | 4 | 1 | 0.12% | 4.15% | 9.90% | Q4 2018 | Q3 2023 | 5 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.69% | 0.99% | 1.31% | Q3 2022 | Q3 2023 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 5 |
Bouvel Investment Partners, LLC | 5 | 5 | 3.25% | 6.11% | 7.89% | Q2 2022 | Q2 2023 | 5 |
M. Kulyk & Associates, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
HM Capital Management, LLC | 5 | 5 | 0.33% | 0.41% | 0.53% | Q2 2013 | Q2 2014 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.11% | 0.15% | 0.20% | Q4 2015 | Q4 2016 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 1 | 0.17% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 5 |
Round Rock Advisors, LLC | 3 | 2 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Beacon Wealthcare LLC | 5 | 5 | 0.78% | 1.13% | 2.05% | Q4 2022 | Q4 2023 | 5 |
Pacific Wealth Management | 5 | 5 | 5.47% | 11.34% | 15.20% | Q3 2022 | Q3 2023 | 5 |
Fermata Advisors, LLC | 4 | 1 | 0.09% | 0.13% | 0.23% | Q2 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
LCM Capital Management Inc | 4 | 1 | 0.22% | 0.29% | 0.34% | Q1 2021 | Q2 2022 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 5 |
J Arnold Wealth Management Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Accurate Wealth Management, LLC | 5 | 5 | 0.22% | 4.41% | 6.45% | Q1 2022 | Q1 2023 | 5 |
Ironwood Investment Counsel, LLC | 5 | 5 | 0.05% | 0.81% | 2.10% | Q3 2022 | Q3 2023 | 5 |
McElhenny Sheffield Capital Management, LLC | 5 | 5 | 4.50% | 9.37% | 15.06% | Q1 2022 | Q1 2023 | 5 |
Paladin Advisory Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.16% | 0.64% | 2.18% | Q4 2021 | Q4 2022 | 5 |
Highview Capital Management LLC/DE/ | 4 | 1 | 0.12% | 3.30% | 8.23% | Q2 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.47% | 0.52% | 0.58% | Q4 2021 | Q4 2022 | 5 |
CONSILIO WEALTH ADVISORS, LLC | 5 | 5 | 0.77% | 0.83% | 0.93% | Q3 2022 | Q3 2023 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 1.74% | 3.70% | 6.56% | Q2 2022 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CARDIFF PARK ADVISORS, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 1.43% | 2.07% | 3.01% | Q3 2022 | Q3 2023 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.38% | 0.84% | 1.10% | Q1 2022 | Q1 2023 | 5 |
Rainsberger Wealth Advisors, Inc. | 5 | 5 | 2.66% | 2.73% | 2.81% | Q3 2022 | Q3 2023 | 5 |
WorthPointe, LLC | 5 | 5 | 0.27% | 0.64% | 0.80% | Q1 2022 | Q1 2023 | 5 |
Safeguard Financial, LLC | 4 | 1 | 0.06% | 0.67% | 2.04% | Q1 2022 | Q2 2023 | 5 |
WealthPlan Investment Management, LLC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q4 2023 | 5 |
White Pine Investment CO | 5 | 5 | 1.21% | 2.22% | 2.65% | Q3 2022 | Q3 2023 | 5 |
Essential Planning, LLC. | 5 | 5 | 2.53% | 10.19% | 37.83% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.92% | 4.97% | 7.68% | Q4 2013 | Q4 2014 | 5 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5 | 5 | 0.12% | 0.14% | 0.17% | Q3 2020 | Q3 2021 | 5 |
PRIVATE MANAGEMENT GROUP INC | 5 | 5 | 0.03% | 0.50% | 0.66% | Q3 2022 | Q3 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.59% | 0.64% | 0.73% | Q3 2022 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 5 |
ANCHOR CAPITAL ADVISORS LLC | 5 | 5 | 0.19% | 0.53% | 0.72% | Q3 2022 | Q3 2023 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q4 2018 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2016 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
L.M. KOHN & COMPANY | 5 | 5 | 0.19% | 0.36% | 0.56% | Q1 2022 | Q1 2023 | 5 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.02% | 1.29% | 2.19% | Q3 2021 | Q2 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 5 | 5 | 4.45% | 5.60% | 9.17% | Q4 2015 | Q4 2016 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.44% | 0.48% | 0.51% | Q3 2022 | Q3 2023 | 5 |
SYMONS CAPITAL MANAGEMENT INC | 5 | 5 | 0.50% | 0.55% | 0.58% | Q3 2020 | Q3 2021 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.01% | 0.12% | 0.21% | Q3 2016 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.15% | 0.58% | Q4 2016 | Q4 2017 | 5 |
FFT WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.09% | 0.17% | Q2 2016 | Q2 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2016 | 5 |
West Branch Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY SERVICES CORP/GA | 4 | 4 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q1 2014 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Alamar Capital Management, LLC | 4 | 4 | 0.86% | 0.99% | 1.26% | Q4 2022 | Q3 2023 | 4 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Russell Investments Group, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 4 | 4 | 0.30% | 1.06% | 1.60% | Q2 2022 | Q1 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.10% | 0.32% | Q4 2020 | Q3 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q2 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.92% | 2.19% | 2.51% | Q4 2017 | Q3 2018 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q1 2019 | Q4 2019 | 4 |
Curi Wealth Management, LLC | 4 | 4 | 0.53% | 5.14% | 7.07% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 4 |
Fiduciary Planning LLC | 4 | 4 | 0.45% | 1.44% | 3.60% | Q2 2020 | Q1 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.06% | 0.41% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.36% | 0.38% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 2 | 1 | 0.17% | 0.23% | 0.27% | Q2 2020 | Q1 2022 | 4 |
Guidance Point Advisors, LLC | 3 | 1 | 0.01% | 0.40% | 0.84% | Q3 2021 | Q2 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 4.34% | 4.53% | 4.89% | Q4 2014 | Q3 2015 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 1.48% | 4.85% | 7.50% | Q4 2022 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ETF Store, Inc. | 4 | 4 | 0.35% | 0.45% | 0.61% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 3 | 1 | 0.00% | 0.24% | 0.91% | Q3 2019 | Q4 2022 | 4 |
Blackston Financial Advisory Group, LLC | 4 | 4 | 0.39% | 0.48% | 0.54% | Q3 2022 | Q2 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.64% | 0.70% | 0.80% | Q4 2022 | Q3 2023 | 4 |
New Capital Management LP | 3 | 1 | 0.20% | 2.28% | 3.47% | Q3 2022 | Q3 2023 | 4 |
Johnson Financial Group, LLC | 2 | 1 | 0.18% | 2.96% | 6.29% | Q4 2016 | Q1 2019 | 4 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4 | 4 | 0.08% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.34% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Elm Partners Management LLC | 4 | 4 | 0.00% | 0.53% | 1.68% | Q3 2019 | Q2 2020 | 4 |
Biondo Investment Advisors, LLC | 4 | 4 | 0.10% | 0.17% | 0.22% | Q2 2013 | Q1 2014 | 4 |
Americana Partners, LLC | 3 | 1 | 0.00% | 1.13% | 2.14% | Q4 2019 | Q3 2023 | 4 |
Kathleen S. Wright Associates Inc. | 4 | 4 | 0.43% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q1 2021 | 4 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Anson Capital, Inc. | 4 | 4 | 0.98% | 1.07% | 1.12% | Q4 2021 | Q3 2022 | 4 |
American Trust | 4 | 4 | 0.02% | 0.12% | 0.18% | Q1 2022 | Q4 2022 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.85% | 1.05% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.62% | 1.34% | Q4 2021 | Q1 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.07% | 0.28% | Q3 2020 | Q2 2022 | 4 |
Long Run Wealth Advisors, LLC | 4 | 4 | 0.92% | 2.62% | 3.26% | Q3 2022 | Q2 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.59% | 1.28% | 2.01% | Q4 2018 | Q3 2019 | 4 |
Rinkey Investments | 3 | 1 | 0.01% | 3.26% | 6.09% | Q4 2021 | Q4 2022 | 4 |
Pinion Investment Advisors, LLC | 3 | 1 | 0.20% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 4 |
HawsGoodwin Investment Management LLC | 4 | 4 | 0.00% | 0.08% | 0.29% | Q1 2021 | Q4 2021 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.13% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 0.76% | 4.16% | 12.62% | Q1 2015 | Q4 2015 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 2.41% | 4.38% | 6.33% | Q1 2020 | Q4 2020 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.07% | 0.36% | 0.63% | Q2 2013 | Q2 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Hamilton Wealth, LLC | 3 | 1 | 0.15% | 0.58% | 1.42% | Q4 2020 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.17% | 0.68% | 1.91% | Q1 2015 | Q4 2015 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Candriam S.C.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 0.13% | 5.09% | 8.04% | Q4 2022 | Q3 2023 | 4 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
MONETARY MANAGEMENT GROUP INC | 4 | 4 | 0.41% | 0.42% | 0.42% | Q4 2013 | Q3 2014 | 4 |
DAVIDSON TRUST CO | 4 | 4 | 0.26% | 0.28% | 0.30% | Q2 2020 | Q1 2021 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 1.43% | 1.57% | 1.69% | Q1 2019 | Q4 2019 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 4 | 4 | 15.81% | 44.00% | 64.21% | Q1 2020 | Q4 2020 | 4 |
Legacy Wealth Planning, LLC | 4 | 4 | 0.23% | 0.28% | 0.34% | Q4 2019 | Q3 2020 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.13% | 1.00% | 2.42% | Q2 2021 | Q1 2022 | 4 |
Visionary Wealth Advisors | 3 | 1 | 0.10% | 0.74% | 1.81% | Q1 2022 | Q2 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.22% | 0.27% | 0.33% | Q1 2019 | Q4 2019 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.20% | 0.33% | 0.43% | Q3 2018 | Q3 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
BEAM WEALTH ADVISORS, INC. | 4 | 4 | 2.68% | 5.08% | 7.52% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 4 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 4 |
Aviance Capital Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2020 | 4 |
FIRST UNITED BANK & TRUST | 4 | 4 | 0.11% | 0.19% | 0.24% | Q3 2022 | Q2 2023 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.21% | 0.37% | 0.44% | Q1 2021 | Q4 2022 | 4 |
G&S Capital LLC | 3 | 1 | 0.18% | 5.52% | 8.08% | Q2 2020 | Q4 2022 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Zeit Capital LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 4 | 4 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Alliance Wealth Management Group | 4 | 4 | 0.15% | 0.19% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 4 |
Westwind Capital | 4 | 4 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q4 2023 | 4 |
BANK OF HAWAII | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.11% | 0.29% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 3.63% | 4.40% | 6.28% | Q3 2022 | Q2 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Capstone Triton Financial Group, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ROMANO BROTHERS AND COMPANY | 4 | 4 | 0.04% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 3.54% | 4.47% | 6.14% | Q4 2017 | Q3 2018 | 4 |
Trust Co | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.20% | 0.36% | 0.48% | Q1 2022 | Q4 2022 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.75% | 3.22% | 10.24% | Q3 2020 | Q3 2023 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.62% | 1.08% | 1.63% | Q4 2018 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Callahan Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q1 2014 | 4 |
DAVIS R M INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Oak Asset Management, LLC | 4 | 4 | 0.40% | 0.47% | 0.52% | Q4 2017 | Q3 2018 | 4 |
MKD WEALTH COACHES, LLC | 4 | 4 | 0.02% | 1.85% | 2.64% | Q4 2018 | Q3 2019 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.36% | 1.54% | 2.86% | Q1 2023 | Q4 2023 | 4 |
Capital Advisors Wealth Management, LLC | 3 | 1 | 0.06% | 0.21% | 0.42% | Q1 2021 | Q4 2022 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 0.34% | 4.12% | 5.97% | Q2 2019 | Q1 2023 | 4 |
Platform Technology Partners | 4 | 4 | 1.96% | 2.12% | 2.31% | Q4 2022 | Q3 2023 | 4 |
B&D White Capital Company, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q3 2021 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.84% | 0.98% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Ferguson Shapiro LLC | 2 | 2 | 3.24% | 5.44% | 8.53% | Q3 2020 | Q3 2022 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.98% | 1.03% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.08% | 0.25% | Q2 2014 | Q2 2018 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 5.55% | 7.28% | 9.70% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.12% | 1.10% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 1.16% | 1.19% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 1.45% | 1.77% | 2.14% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 1.26% | 1.62% | 1.88% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.28% | 0.34% | 0.37% | Q1 2022 | Q4 2022 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q2 2014 | 4 |
Eley Financial Management, Inc | 4 | 4 | 4.05% | 4.34% | 4.60% | Q4 2022 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q4 2021 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.70% | 0.73% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.25% | 0.35% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Measured Wealth Private Client Group, LLC | 3 | 1 | 0.11% | 0.25% | 0.48% | Q2 2019 | Q1 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.36% | 0.93% | 2.05% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 3.38% | 4.35% | 5.14% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 1.37% | 1.91% | 3.04% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 3.39% | 4.25% | 6.35% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.16% | 0.33% | 0.57% | Q4 2020 | Q3 2021 | 4 |
WealthSpring Partners, LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
abrdn plc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.02% | 0.16% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 1.25% | 2.04% | 2.96% | Q4 2022 | Q3 2023 | 4 |
Buffington Mohr McNeal | 3 | 1 | 0.01% | 0.53% | 0.77% | Q2 2013 | Q1 2019 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 2.57% | 4.79% | 5.84% | Q2 2022 | Q1 2023 | 4 |
Gray Wealth Management Inc. | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 2.10% | 4.80% | 10.24% | Q1 2022 | Q4 2022 | 4 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.01% | 0.09% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Epstein & White Financial LLC | 2 | 2 | 0.18% | 0.85% | 1.71% | Q4 2017 | Q4 2019 | 4 |
DB Wealth Management Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
Bluesphere Advisors, LLC | 4 | 4 | 0.67% | 0.75% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Man Group plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 1 | 0.08% | 0.22% | 0.40% | Q3 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.19% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Compton Financial Group, LLC | 4 | 4 | 3.86% | 3.95% | 4.10% | Q4 2020 | Q3 2021 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.20% | 0.23% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.30% | 3.89% | 5.64% | Q4 2020 | Q3 2021 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.48% | 0.53% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 1.85% | 1.95% | 2.06% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2020 | 4 |
Sanford Advisory Services, LLC | 4 | 4 | 0.18% | 0.35% | 0.51% | Q4 2020 | Q3 2021 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.13% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Palumbo Wealth Management LLC | 4 | 4 | 0.55% | 0.69% | 0.77% | Q4 2020 | Q3 2021 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Northwest Capital Management Inc | 3 | 3 | 0.24% | 0.40% | 0.50% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 3 | 3 | 0.02% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 8.34% | 15.35% | 22.10% | Q3 2022 | Q1 2023 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.12% | 0.23% | 0.44% | Q4 2020 | Q3 2021 | 3 |
CMH Wealth Management LLC | 3 | 3 | 0.31% | 0.36% | 0.40% | Q3 2022 | Q1 2023 | 3 |
STAPP WEALTH MANAGEMENT, PLLC | 3 | 3 | 0.48% | 0.61% | 0.69% | Q1 2023 | Q3 2023 | 3 |
FOUNDERS BANK & TRUST | 2 | 1 | 0.00% | 0.08% | 0.12% | Q3 2013 | Q4 2014 | 3 |
Natixis Investment Managers International | 3 | 3 | 4.18% | 4.83% | 6.02% | Q1 2020 | Q3 2020 | 3 |
Carr Financial Group Corp | 3 | 3 | 2.30% | 3.11% | 4.50% | Q1 2023 | Q3 2023 | 3 |
Maryland Capital Management | 3 | 3 | 0.06% | 0.12% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.10% | 0.73% | 1.39% | Q4 2017 | Q4 2018 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.02% | 0.10% | 0.14% | Q4 2022 | Q2 2023 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.07% | 3.25% | 5.01% | Q1 2022 | Q3 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q4 2013 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Adams Wealth Management | 2 | 1 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.02% | 22.61% | 67.66% | Q1 2020 | Q2 2021 | 3 |
AdvisorShares Investments LLC | 3 | 3 | 0.01% | 0.83% | 1.84% | Q1 2020 | Q3 2020 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 0.88% | 0.91% | 0.95% | Q2 2022 | Q4 2022 | 3 |
55I, LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 1.77% | 2.39% | 2.79% | Q2 2020 | Q4 2020 | 3 |
Private Wealth Group, LLC | 3 | 3 | 7.25% | 12.49% | 22.14% | Q2 2018 | Q4 2018 | 3 |
AFAM CAPITAL, INC. | 3 | 3 | 0.47% | 0.63% | 0.93% | Q1 2018 | Q3 2018 | 3 |
Sage Investment Advisers LLC | 3 | 3 | 0.33% | 0.35% | 0.39% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 0.36% | 0.63% | 0.85% | Q2 2020 | Q4 2020 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.22% | 0.32% | 0.43% | Q1 2023 | Q3 2023 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q4 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Waterfront Wealth Inc. | 3 | 3 | 0.43% | 0.62% | 0.79% | Q4 2022 | Q2 2023 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CATALYST PRIVATE WEALTH, LLC | 3 | 3 | 0.69% | 0.83% | 0.95% | Q3 2020 | Q1 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.36% | 0.41% | 0.46% | Q4 2021 | Q2 2022 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 1.34% | 2.25% | 3.28% | Q1 2023 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.35% | 0.52% | 0.62% | Q2 2020 | Q4 2020 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2016 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.22% | 0.39% | 0.51% | Q4 2019 | Q2 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.05% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q2 2022 | 3 |
MANAGED ACCOUNT SERVICES INC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q3 2019 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 3 |
Slow Capital, Inc. | 2 | 1 | 0.00% | 0.53% | 1.28% | Q2 2020 | Q3 2022 | 3 |
KENNICOTT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.31% | 0.63% | 1.26% | Q1 2021 | Q3 2021 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 1.39% | 2.33% | 3.13% | Q1 2023 | Q3 2023 | 3 |
Summit Financial, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
G2 CAPITAL MANAGEMENT, LLC / OH | 3 | 3 | 0.86% | 2.90% | 4.61% | Q3 2022 | Q1 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
WealthTrust Asset Management, LLC | 2 | 1 | 0.18% | 1.36% | 3.66% | Q4 2021 | Q2 2023 | 3 |
Retirement Systems of Alabama | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 3 |
Jump Financial, LLC | 2 | 1 | 0.04% | 0.22% | 0.36% | Q4 2021 | Q3 2022 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q4 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.52% | 0.76% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 2.08% | 2.18% | 2.26% | Q4 2022 | Q2 2023 | 3 |
Bridgewater Wealth & Financial Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2016 | Q3 2016 | 3 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 3 | 2.55% | 3.52% | 4.70% | Q1 2023 | Q3 2023 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Hunting Hill Global Capital, LLC | 3 | 3 | 0.20% | 0.44% | 0.64% | Q4 2022 | Q2 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Hollow Brook Wealth Management LLC | 3 | 3 | 0.74% | 0.78% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Sage Capital Advisors,llc | 1 | 1 | 0.26% | 0.53% | 0.68% | Q2 2017 | Q2 2022 | 3 |
Operose Advisors LLC | 2 | 1 | 0.07% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 3 |
Black Swift Group, LLC | 1 | 1 | 0.74% | 1.54% | 3.13% | Q4 2018 | Q4 2022 | 3 |
ACT Advisors, LLC. | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
Zions Bancorporation, N.A. | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2019 | Q3 2020 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.03% | 0.13% | 0.30% | Q1 2022 | Q3 2022 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Ridgewood Investments LLC | 2 | 1 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q2 2023 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.12% | 0.28% | 0.38% | Q3 2019 | Q4 2022 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.33% | 0.52% | 0.77% | Q3 2022 | Q1 2023 | 3 |
Insight Wealth Partners, LLC | 3 | 3 | 0.04% | 0.21% | 0.34% | Q3 2022 | Q1 2023 | 3 |
1620 INVESTMENT ADVISORS, INC. | 3 | 3 | 0.59% | 0.62% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.08% | 0.19% | 0.32% | Q3 2013 | Q4 2014 | 3 |
Alliance Wealth Advisors, LLC /UT | 2 | 1 | 0.17% | 3.45% | 5.10% | Q4 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oakwell Private Wealth Management, LLC | 3 | 3 | 0.18% | 0.25% | 0.30% | Q4 2020 | Q2 2021 | 3 |
Kernodle & Katon Asset Management Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 3 |
Stone Asset Management Inc. | 3 | 3 | 0.12% | 0.15% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
J. Goldman & Co LP | 3 | 3 | 0.12% | 0.16% | 0.21% | Q1 2019 | Q3 2019 | 3 |
J2 Capital Management Inc | 3 | 3 | 5.49% | 6.31% | 7.08% | Q2 2022 | Q4 2022 | 3 |
Lane Generational LLC | 3 | 3 | 0.38% | 0.48% | 0.56% | Q3 2022 | Q1 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TMD Wealth Management, LLC | 3 | 3 | 0.12% | 0.24% | 0.47% | Q2 2022 | Q4 2022 | 3 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q2 2023 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Bay Rivers Group | 3 | 3 | 2.18% | 2.37% | 2.54% | Q1 2023 | Q3 2023 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 1 | 0.93% | 8.36% | 13.86% | Q4 2021 | Q3 2022 | 3 |
RETIREMENT CAPITAL STRATEGIES | 3 | 3 | 0.15% | 4.87% | 10.05% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.51% | 2.31% | 5.56% | Q4 2022 | Q2 2023 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.49% | 0.60% | 0.71% | Q4 2018 | Q2 2019 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stonehearth Capital Management, LLC | 3 | 3 | 6.04% | 11.27% | 19.48% | Q3 2015 | Q1 2016 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.16% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 3 |
TKG Advisors, LLC | 3 | 3 | 5.82% | 6.90% | 7.46% | Q2 2022 | Q4 2022 | 3 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Northstar Advisory Group, LLC | 3 | 3 | 2.96% | 9.08% | 18.13% | Q1 2022 | Q3 2022 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.09% | 0.35% | 0.62% | Q2 2018 | Q4 2018 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.38% | 1.38% | 2.79% | Q3 2020 | Q1 2021 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 1.52% | 1.58% | 1.64% | Q1 2023 | Q3 2023 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.69% | 0.90% | 1.10% | Q4 2017 | Q2 2018 | 3 |
First Citizens Financial Corp | 2 | 1 | 0.18% | 0.49% | 0.95% | Q4 2022 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.16% | 0.28% | 0.39% | Q3 2021 | Q1 2022 | 3 |
FURE FINANCIAL CORP | 2 | 1 | 0.60% | 2.09% | 3.63% | Q4 2019 | Q1 2021 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.32% | 3.14% | 8.75% | Q2 2017 | Q2 2022 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.17% | 0.28% | 0.49% | Q1 2018 | Q3 2018 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2022 | 3 |
BAR HARBOR TRUST SERVICES | 3 | 3 | 0.56% | 0.58% | 0.62% | Q1 2014 | Q3 2014 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WEDGEWOOD INVESTORS INC /PA/ | 2 | 1 | 0.34% | 0.61% | 0.78% | Q2 2013 | Q3 2014 | 3 |
Portland Global Advisors LLC | 2 | 1 | 0.06% | 0.35% | 0.66% | Q2 2014 | Q3 2020 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Wellesley Investment Partners, LLC | 3 | 3 | 6.44% | 7.21% | 7.69% | Q1 2020 | Q3 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q3 2019 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.13% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.57% | 0.78% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Roble, Belko & Company, Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.24% | 0.26% | 0.31% | Q4 2021 | Q2 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.18% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL CONSULATE, INC | 2 | 1 | 0.24% | 0.36% | 0.47% | Q4 2016 | Q4 2017 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
CVA Family Office, LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q1 2023 | 3 |
Integer Wealth Advisors Group LLC | 3 | 3 | 0.44% | 2.90% | 5.11% | Q3 2020 | Q1 2021 | 3 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 0.20% | 5.12% | 8.32% | Q1 2022 | Q3 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.08% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Rinet Co LLC | 3 | 3 | 0.12% | 0.20% | 0.25% | Q1 2021 | Q3 2021 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 1.17% | 1.33% | 1.46% | Q1 2023 | Q3 2023 | 3 |
Euclid Advisors LLC | 3 | 3 | 1.35% | 1.89% | 2.60% | Q2 2015 | Q4 2015 | 3 |
Meristem Family Wealth, LLC | 2 | 1 | 0.14% | 0.26% | 0.36% | Q4 2018 | Q2 2021 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.18% | 0.20% | 0.23% | Q1 2019 | Q3 2019 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.16% | 3.37% | 9.38% | Q4 2018 | Q3 2019 | 3 |
Detalus Advisors, LLC | 2 | 2 | 0.65% | 0.66% | 0.67% | Q1 2023 | Q2 2023 | 2 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2019 | Q2 2020 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.60% | 1.35% | 2.10% | Q2 2020 | Q3 2020 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2014 | Q2 2014 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
QS Investors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.00% | 5.62% | 11.24% | Q4 2015 | Q1 2016 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q1 2016 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q3 2018 | 2 |
RDA Financial Network | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Liquid Strategies, LLC | 2 | 2 | 0.00% | 0.62% | 1.25% | Q2 2023 | Q3 2023 | 2 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q2 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 1.74% | 1.76% | 1.77% | Q3 2015 | Q4 2015 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.22% | 1.00% | 1.77% | Q3 2022 | Q3 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.14% | 0.21% | 0.28% | Q1 2020 | Q3 2023 | 2 |
Harborview Advisors, LLC | 2 | 2 | 1.22% | 1.76% | 2.31% | Q2 2020 | Q3 2020 | 2 |
HT Partners LLC | 2 | 2 | 4.20% | 16.06% | 27.93% | Q3 2015 | Q4 2015 | 2 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.12% | 1.13% | 2.14% | Q4 2022 | Q1 2023 | 2 |
EPIQ PARTNERS, LLC | 2 | 2 | 0.40% | 0.47% | 0.55% | Q4 2019 | Q1 2020 | 2 |
PVG Asset Management | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q2 2016 | 2 |
Ensign Peak Advisors, Inc | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q4 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Firestone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q4 2022 | 2 |
XML Financial, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Welch Group, LLC | 1 | 1 | 0.14% | 0.33% | 0.53% | Q1 2020 | Q4 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2021 | Q3 2021 | 2 |
CEDAR HILL ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 1.07% | 1.10% | 1.12% | Q1 2020 | Q2 2020 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Columbia Trust Co 01012016 | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2016 | Q2 2016 | 2 |
HOHIMER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
LCNB CORP | 2 | 2 | 1.01% | 1.01% | 1.01% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.04% | 0.15% | 0.25% | Q3 2017 | Q1 2018 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 2 | 3.96% | 4.38% | 4.79% | Q3 2020 | Q4 2020 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.10% | 0.32% | 0.54% | Q4 2018 | Q2 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
High Note Wealth, LLC | 2 | 2 | 0.94% | 0.96% | 0.99% | Q4 2020 | Q1 2021 | 2 |
Ascendant Capital Management, LLC | 1 | 1 | 2.33% | 3.00% | 3.67% | Q2 2022 | Q1 2023 | 2 |
Trinity Financial Advisors LLC | 1 | 1 | 0.60% | 2.43% | 4.26% | Q4 2020 | Q3 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Souders Financial Advisors | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Idaho Trust Bank | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.66% | 0.79% | 0.93% | Q1 2020 | Q2 2020 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2021 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Tri-Star Advisors Inc. | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q4 2020 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.95% | 4.87% | 8.78% | Q4 2019 | Q1 2020 | 2 |
Arlington Partners LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Marks Wealth, LLC | 2 | 2 | 32.95% | 41.12% | 49.28% | Q3 2022 | Q4 2022 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2015 | Q2 2015 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prosperity Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 2 |
Latitude Advisors, LLC | 2 | 2 | 1.05% | 1.77% | 2.49% | Q4 2021 | Q1 2022 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q2 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.72% | 0.82% | 0.92% | Q1 2023 | Q2 2023 | 2 |
Williams Financial, LLC | 1 | 1 | 8.81% | 10.09% | 11.37% | Q2 2022 | Q4 2022 | 2 |
3D/L Capital Management, LLC | 2 | 2 | 0.11% | 0.31% | 0.51% | Q1 2023 | Q2 2023 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.61% | 0.68% | 0.75% | Q2 2022 | Q3 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.31% | 1.49% | 1.67% | Q4 2017 | Q1 2018 | 2 |
Jordan Park Group LLC | 1 | 1 | 0.38% | 3.38% | 6.37% | Q4 2017 | Q1 2019 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Tower Wealth Partners, Inc. | 2 | 2 | 0.19% | 0.21% | 0.23% | Q3 2022 | Q4 2022 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.38% | 0.42% | 0.47% | Q4 2012 | Q1 2013 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Guardian Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.21% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2018 | Q4 2018 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.04% | 0.95% | 1.85% | Q1 2022 | Q2 2022 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Cardinal Point Wealth Management LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q1 2021 | 2 |
1492 Capital Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2019 | Q4 2019 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q4 2020 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 1.08% | 1.10% | 1.12% | Q2 2013 | Q3 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
American Planning Services, Inc. | 2 | 2 | 0.32% | 0.34% | 0.37% | Q3 2022 | Q4 2022 | 2 |
Summit X, LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q1 2019 | Q2 2019 | 2 |
EdgeRock Capital LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q2 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
YARGER WEALTH STRATEGIES, LLC | 2 | 2 | 0.43% | 0.44% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 3.60% | 3.91% | 4.22% | Q1 2022 | Q2 2022 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Forefront Analytics, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2017 | Q1 2018 | 2 |
5th Street Advisors, LLC | 2 | 2 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q2 2022 | 2 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.46% | 0.92% | Q4 2016 | Q1 2017 | 2 |
Parkwood LLC | 2 | 2 | 1.19% | 1.29% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.43% | 0.47% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q3 2015 | Q4 2015 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.79% | 0.81% | 0.84% | Q4 2014 | Q1 2015 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 2 |
Atlas Financial Advisors, Inc. | 2 | 2 | 18.27% | 18.92% | 19.56% | Q2 2023 | Q3 2023 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Wallace Advisory Group, LLC | 2 | 2 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.68% | 1.84% | 3.00% | Q2 2022 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.58% | 0.75% | 0.92% | Q3 2022 | Q4 2022 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.91% | 0.91% | 0.92% | Q3 2019 | Q4 2019 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 2 |
HMS Capital Management, LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q1 2018 | Q2 2019 | 2 |
Three Bridge Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 1.81% | 2.59% | 3.38% | Q2 2016 | Q3 2016 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 2.29% | 2.30% | 2.31% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Cassaday & Co Wealth Management LLC | 2 | 2 | 0.01% | 0.57% | 1.12% | Q4 2022 | Q1 2023 | 2 |
Heritage Wealth Partners, LLC | 2 | 2 | 0.37% | 0.81% | 1.25% | Q2 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.66% | 0.72% | 0.77% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.26% | 0.32% | 0.37% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.15% | 0.29% | Q2 2019 | Q4 2022 | 2 |
JMG Financial Group, Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CIBC BANK USA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2015 | Q3 2015 | 2 |
TTP Investments, Inc. | 2 | 2 | 0.75% | 0.87% | 0.98% | Q3 2019 | Q4 2019 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 2.72% | 5.23% | Q4 2018 | Q2 2019 | 2 |
HOLDERNESS INVESTMENTS CO | 2 | 2 | 0.15% | 0.19% | 0.24% | Q1 2020 | Q2 2020 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q2 2017 | Q3 2017 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.02% | 0.16% | 0.31% | Q3 2018 | Q2 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2014 | Q1 2015 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Johanson Financial Advisors, Inc. | 2 | 2 | 0.48% | 0.52% | 0.55% | Q2 2016 | Q3 2016 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.60% | 0.60% | 0.61% | Q3 2019 | Q4 2019 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q1 2019 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 9.46% | 11.78% | 14.11% | Q3 2015 | Q3 2015 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2019 | Q1 2020 | 2 |
TAP Consulting, LLC | 2 | 2 | 0.11% | 0.87% | 1.63% | Q2 2022 | Q3 2022 | 2 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 2.40% | 2.84% | 3.27% | Q3 2013 | Q4 2013 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.20% | 0.26% | 0.32% | Q2 2022 | Q3 2022 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.34% | 0.47% | 0.61% | Q4 2020 | Q1 2021 | 2 |
Simply Money Advisors | 2 | 2 | 2.15% | 2.16% | 2.17% | Q1 2016 | Q2 2016 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.12% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 2 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 6.22% | 6.22% | 6.22% | Q1 2016 | Q1 2016 | 1 |
Hudson Portfolio Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Parker Investment Management, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2018 | Q4 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2019 | Q4 2019 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Presidio Capital Management, LLC | 1 | 1 | 7.27% | 7.27% | 7.27% | Q4 2022 | Q4 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
GFG Capital, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2017 | Q2 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Centric Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2016 | Q3 2016 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2021 | Q4 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ACORNS SECURITIES, LLC | 1 | 1 | 11.42% | 11.42% | 11.42% | Q4 2017 | Q4 2017 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
GUIDANCE CAPITAL, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Belvedere Advisors LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2019 | Q1 2019 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2018 | Q4 2018 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q2 2020 | Q2 2020 | 1 |
HealthInvest Partners AB | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2016 | Q3 2016 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2016 | Q3 2016 | 1 |
KM Capital Management Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Breakwater Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Semus Wealth Partners LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
STEVENS CAPITAL PARTNERS | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 11.38% | 11.38% | 11.38% | Q4 2022 | Q4 2022 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 25.58% | 25.58% | 25.58% | Q1 2023 | Q1 2023 | 1 |
LVW Advisors, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2017 | Q4 2017 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q4 2022 | Q4 2022 | 1 |
LEE DANNER & BASS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Reliant Wealth Planning | 1 | 1 | 5.91% | 5.91% | 5.91% | Q1 2020 | Q1 2020 | 1 |
Bank OZK | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2018 | Q1 2018 | 1 |
Navalign, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2022 | Q4 2022 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2023 | Q2 2023 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2023 | Q2 2023 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 6.49% | 6.49% | 6.49% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 9.17% | 9.17% | 9.17% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 8.38% | 8.38% | 8.38% | Q4 2018 | Q4 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Jenkins Wealth | 1 | 1 | 13.19% | 13.19% | 13.19% | Q4 2021 | Q4 2021 | 1 |
Suncoast Equity Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2021 | Q4 2021 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
FC Advisory LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2020 | Q1 2020 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Standard Family Office LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IBERIABANK CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
BEDDOW CAPITAL MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
Stolper Co | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
Eagle Capital Management, LLC | 1 | 1 | 8.62% | 8.62% | 8.62% | Q4 2013 | Q4 2013 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
LBJ Family Wealth Advisors, Ltd. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
TLWM | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2021 | Q4 2021 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Boltwood Capital Management | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2023 | Q4 2023 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
iAB Financial Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
University of Massachusetts Foundation, Inc. | 1 | 1 | 19.37% | 19.37% | 19.37% | Q1 2020 | Q1 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Howard Capital Management Inc. | 1 | 1 | 21.39% | 21.39% | 21.39% | Q2 2019 | Q2 2019 | 1 |
Fort Sheridan Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Penn Capital Management Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2021 | Q1 2021 | 1 |
DCF Advisers, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.59% | 2.59% | 2.59% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2020 | Q1 2020 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2018 | Q4 2018 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q2 2013 | Q2 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CONNING INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 4.15% | 4.15% | 4.15% | Q4 2019 | Q4 2019 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edenbrook Capital, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2022 | Q2 2022 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2018 | Q4 2018 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 14.48% | 14.48% | 14.48% | Q3 2022 | Q3 2022 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 10.25% | 10.25% | 10.25% | Q1 2020 | Q1 2020 | 1 |
TDAM USA INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2013 | Q3 2013 | 1 |
Sanoor Capital Management LP | 1 | 1 | 23.18% | 23.18% | 23.18% | Q4 2018 | Q4 2018 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2021 | Q2 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 6.68% | 6.68% | 6.68% | Q1 2022 | Q1 2022 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
ETF Portfolio Partners, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MAS Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UG Investment Advisers Ltd. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2022 | Q4 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2021 | Q4 2021 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PYA Waltman Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 13.05% | 13.05% | 13.05% | Q1 2019 | Q1 2019 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 14.32% | 14.32% | 14.32% | Q3 2015 | Q3 2015 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Biechele Royce Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
New Millennium Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q3 2015 | Q3 2015 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NTB Financial Corp | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GenTrust, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2022 | Q3 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q2 2022 | Q2 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pension Partners, LLC | 1 | 1 | 25.62% | 25.62% | 25.62% | Q3 2016 | Q3 2016 | 1 |
Fortress Wealth Group, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2022 | Q2 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2022 | Q1 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2016 | Q4 2016 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2014 | Q3 2014 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2018 | Q4 2018 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
TPG Financial Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Naviter Wealth, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2020 | Q1 2020 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Astor Investment Management LLC | 1 | 1 | 5.29% | 5.29% | 5.29% | Q1 2014 | Q1 2014 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SCP Investment, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Geier Asset Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Relative Value Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.