Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 114 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 95 |
JANE STREET GROUP, LLC | 33 | 1 | 0.00% | 0.02% | 0.32% | Q2 2014 | Q2 2023 | 80 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.32% | Q4 2015 | Q3 2023 | 80 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.06% | 0.45% | Q1 2009 | Q3 2023 | 64 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.26% | 0.56% | Q1 2012 | Q3 2023 | 61 |
Rehmann Capital Advisory Group | 40 | 2 | 0.14% | 1.14% | 2.79% | Q4 2008 | Q3 2023 | 57 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.63% | 1.21% | Q2 2013 | Q3 2023 | 53 |
Arbor Investment Advisors, LLC | 52 | 52 | 1.10% | 2.71% | 4.96% | Q4 2010 | Q3 2023 | 52 |
Goldstein Munger & Associates | 52 | 52 | 3.16% | 4.36% | 5.89% | Q4 2009 | Q3 2022 | 52 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 51 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 1.08% | 2.59% | Q2 2013 | Q3 2023 | 51 |
MUFG Americas Holdings Corp | 48 | 48 | 0.05% | 0.17% | 0.28% | Q4 2010 | Q3 2022 | 48 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.48% | 0.65% | Q2 2013 | Q3 2023 | 47 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.04% | 0.10% | 0.35% | Q1 2012 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.26% | 0.38% | Q2 2013 | Q3 2023 | 46 |
MCF Advisors LLC | 37 | 1 | 0.00% | 0.03% | 0.14% | Q4 2011 | Q3 2023 | 45 |
MONETA GROUP INVESTMENT ADVISORS LLC | 45 | 45 | 0.15% | 0.50% | 1.28% | Q3 2012 | Q3 2023 | 45 |
NWAM LLC | 32 | 13 | 0.17% | 1.40% | 2.32% | Q2 2012 | Q3 2023 | 45 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2022 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.12% | 0.39% | 0.62% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.09% | 0.16% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.06% | 0.12% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.01% | 0.09% | 0.18% | Q4 2012 | Q3 2023 | 44 |
CPWM, LLC | 44 | 44 | 1.23% | 5.49% | 9.83% | Q4 2011 | Q3 2022 | 44 |
Franklin, Parlapiano, Turner & Welch, LLC | 44 | 44 | 0.32% | 0.94% | 1.98% | Q4 2012 | Q3 2023 | 44 |
Stairway Partners, LLC | 43 | 43 | 4.12% | 10.01% | 12.60% | Q2 2013 | Q4 2023 | 43 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.00% | 0.08% | 0.56% | Q2 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.96% | 2.26% | Q2 2013 | Q3 2023 | 43 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.02% | 6.43% | 9.07% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.93% | 1.47% | 3.71% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.14% | 1.56% | 5.44% | Q1 2013 | Q3 2023 | 43 |
Harbour Capital Advisors, LLC | 22 | 21 | 0.60% | 1.63% | 2.91% | Q1 2013 | Q4 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.78% | 1.09% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 43 |
Berkshire Money Management, Inc. | 43 | 43 | 3.30% | 11.76% | 28.24% | Q1 2013 | Q3 2023 | 43 |
Parkside Financial Bank & Trust | 42 | 42 | 0.04% | 9.77% | 14.33% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.24% | 0.43% | 0.74% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.53% | 1.19% | 1.46% | Q2 2013 | Q4 2023 | 43 |
Montecito Bank & Trust | 43 | 43 | 4.74% | 7.64% | 11.82% | Q2 2013 | Q4 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.42% | 1.78% | 3.21% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.14% | 0.20% | 0.31% | Q4 2012 | Q2 2023 | 43 |
GREATMARK INVESTMENT PARTNERS, INC. | 42 | 42 | 0.12% | 0.19% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.27% | 0.56% | 1.09% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.18% | 0.80% | 1.42% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.08% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.05% | 0.53% | 2.63% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.10% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 0.30% | 0.63% | 0.98% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.14% | 2.29% | 7.19% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
VALLEY WEALTH MANAGERS, INC. | 42 | 42 | 0.09% | 0.50% | 0.95% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.84% | 1.48% | 2.13% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.08% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.22% | 0.33% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.37% | 0.70% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.08% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Stillwater Capital Advisors, LLC | 42 | 42 | 0.26% | 1.11% | 2.01% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.06% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.10% | 2.16% | 5.56% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.80% | 5.85% | 11.25% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.22% | 0.44% | 0.84% | Q2 2013 | Q3 2023 | 42 |
McKinley Carter Wealth Services, Inc. | 42 | 42 | 1.13% | 2.31% | 5.95% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.12% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.43% | 0.75% | 2.55% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.17% | 0.22% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.24% | 0.35% | 0.51% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.60% | 1.13% | 1.96% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.13% | 0.39% | 0.70% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 26 | 16 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.04% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.20% | 0.28% | 0.35% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.34% | 0.48% | 0.65% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.15% | 0.64% | 0.98% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.07% | 1.85% | 5.09% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN MANAGEMENT CO | 42 | 42 | 0.74% | 2.25% | 6.41% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.25% | 0.44% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Accredited Investors Inc. | 42 | 42 | 2.08% | 6.13% | 11.20% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.10% | 0.32% | 1.05% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 1.21% | 2.41% | 3.71% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 42 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 42 | 42 | 3.53% | 7.40% | 11.07% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.19% | 0.42% | 0.86% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.86% | 1.10% | 1.42% | Q2 2013 | Q3 2023 | 42 |
MATHER GROUP, LLC. | 42 | 42 | 0.28% | 5.35% | 10.33% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.42% | 0.94% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.31% | 0.62% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 1.01% | 1.83% | 2.75% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.41% | 0.98% | 2.00% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK SIOUX FALLS | 42 | 42 | 1.08% | 5.28% | 8.70% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.18% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.32% | 1.47% | 2.18% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.28% | 7.28% | 11.92% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.48% | 0.67% | 0.86% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.14% | 0.40% | 0.68% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.01% | 0.05% | 0.14% | Q1 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 1.62% | 3.51% | 5.90% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.14% | 0.23% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.06% | 0.67% | 2.17% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.09% | 0.51% | 0.86% | Q2 2013 | Q3 2023 | 42 |
NOTTINGHAM ADVISORS, INC. | 42 | 42 | 1.14% | 4.06% | 11.88% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.18% | 0.36% | 0.57% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.09% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.03% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.45% | 0.75% | 1.24% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.83% | 1.53% | 2.47% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 5.39% | 10.20% | 15.49% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 5.93% | 7.40% | 9.13% | Q2 2013 | Q3 2023 | 42 |
Marquette Asset Management, LLC | 42 | 42 | 8.11% | 10.55% | 12.06% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.20% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 0.11% | 0.67% | 3.40% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.19% | 0.75% | 2.08% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.41% | 1.13% | 2.18% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 1.01% | 1.23% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.15% | 0.65% | 1.54% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.42% | 0.88% | 1.34% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.03% | 0.13% | 2.98% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.22% | 0.35% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.27% | 0.54% | 1.29% | Q2 2013 | Q3 2023 | 42 |
MYCIO WEALTH PARTNERS, LLC | 42 | 42 | 0.27% | 0.87% | 1.51% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.25% | 0.54% | 0.99% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.10% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 34 | 8 | 0.07% | 0.22% | 0.39% | Q1 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 1.08% | 2.61% | 8.28% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.16% | 0.90% | 1.71% | Q2 2013 | Q3 2023 | 42 |
New England Private Wealth Advisors LLC | 42 | 42 | 0.14% | 0.66% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Polaris Wealth Advisory Group, LLC | 42 | 42 | 1.10% | 2.95% | 7.80% | Q2 2013 | Q3 2023 | 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.30% | 0.41% | 0.79% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.12% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.11% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.44% | 1.13% | 1.80% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.04% | 0.52% | 1.08% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.04% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.24% | 0.42% | 0.74% | Q2 2013 | Q3 2023 | 42 |
INSIGHT 2811, INC. | 42 | 42 | 3.34% | 7.33% | 13.93% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 2.69% | 4.80% | 7.18% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.16% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.12% | 0.22% | 0.33% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.39% | 0.94% | 1.59% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.03% | 0.21% | 0.62% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 1.03% | 2.93% | 4.83% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.33% | 0.69% | 1.17% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.12% | 0.68% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Twele Capital Management, Inc. | 37 | 4 | 0.06% | 0.52% | 1.75% | Q2 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 25 | 16 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.22% | 0.43% | 0.77% | Q2 2013 | Q3 2023 | 41 |
EP Wealth Advisors, LLC | 41 | 41 | 0.07% | 0.25% | 0.57% | Q3 2013 | Q3 2023 | 41 |
Transamerica Financial Advisors, Inc. | 35 | 6 | 0.07% | 0.95% | 5.38% | Q2 2013 | Q3 2023 | 41 |
Hirtle Callaghan & Co LLC | 41 | 41 | 0.87% | 2.49% | 5.22% | Q3 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 32 | 9 | 0.07% | 1.32% | 3.18% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 26 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 27 | 14 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 13 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.27% | 0.65% | 0.90% | Q3 2013 | Q4 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.63% | 0.93% | 1.61% | Q2 2013 | Q2 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.54% | 1.29% | 2.55% | Q2 2013 | Q3 2023 | 41 |
KCM INVESTMENT ADVISORS LLC | 41 | 41 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.08% | 0.46% | 2.09% | Q3 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.08% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 41 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 35 | 6 | 0.28% | 0.43% | 0.64% | Q2 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.38% | 0.56% | Q4 2014 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.47% | 0.62% | 0.95% | Q2 2013 | Q3 2023 | 41 |
RNC CAPITAL MANAGEMENT LLC | 41 | 41 | 0.21% | 0.34% | 0.46% | Q2 2013 | Q2 2023 | 41 |
Polen Capital Management | 40 | 1 | 0.01% | 0.16% | 1.59% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.32% | 0.74% | 1.58% | Q3 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.11% | 0.16% | 0.24% | Q2 2013 | Q4 2023 | 41 |
Chesley Taft & Associates LLC | 41 | 41 | 0.04% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 39 | 2 | 0.20% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.02% | 0.14% | 0.46% | Q3 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.10% | 0.23% | 0.50% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.94% | 2.33% | 3.73% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
WADE G W & INC | 35 | 6 | 3.08% | 4.54% | 7.98% | Q2 2013 | Q3 2023 | 41 |
Private Ocean, LLC | 40 | 40 | 0.01% | 0.07% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
CARRET ASSET MANAGEMENT, LLC | 38 | 2 | 0.04% | 0.09% | 0.13% | Q1 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.08% | 0.51% | 1.41% | Q2 2013 | Q4 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.41% | 0.80% | 1.20% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.17% | 0.61% | 1.43% | Q4 2013 | Q3 2023 | 40 |
Ledyard National Bank | 40 | 40 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2023 | 40 |
TELEMUS CAPITAL, LLC | 26 | 14 | 0.71% | 1.45% | 3.79% | Q3 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 5.34% | 6.83% | 8.06% | Q4 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 8.74% | 17.58% | 27.75% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 10.16% | 12.45% | 15.22% | Q4 2013 | Q3 2023 | 40 |
Ascent Wealth Partners, LLC | 40 | 40 | 4.16% | 6.92% | 9.36% | Q4 2013 | Q3 2023 | 40 |
RHUMBLINE ADVISERS | 33 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 1.67% | 8.15% | 13.04% | Q4 2013 | Q3 2023 | 40 |
Paragon Capital Management LLC | 40 | 40 | 0.09% | 0.26% | 2.92% | Q2 2013 | Q1 2023 | 40 |
Opus Capital Group, LLC | 40 | 40 | 0.04% | 0.38% | 0.76% | Q4 2013 | Q3 2023 | 40 |
Atlas Brown,Inc. | 39 | 1 | 0.35% | 1.09% | 1.65% | Q2 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 26 | 14 | 0.03% | 0.21% | 0.62% | Q3 2013 | Q3 2023 | 40 |
Retirement Planning Group, LLC | 27 | 13 | 0.03% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.01% | 0.05% | 0.26% | Q4 2013 | Q4 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.27% | 0.81% | 1.29% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 22 | 4 | 0.33% | 0.61% | 0.92% | Q2 2013 | Q3 2023 | 40 |
Crestwood Advisors Group, LLC | 40 | 40 | 0.03% | 0.24% | 0.66% | Q4 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.17% | 0.34% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 40 | 40 | 0.01% | 0.09% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.24% | 0.46% | 0.58% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.30% | 0.84% | Q2 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.52% | 0.67% | 1.00% | Q4 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 29 | 5 | 0.01% | 0.34% | 0.85% | Q2 2013 | Q3 2023 | 40 |
BRAUN STACEY ASSOCIATES INC | 37 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.23% | 0.67% | 1.32% | Q3 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 3.88% | 8.20% | 14.16% | Q1 2014 | Q3 2023 | 39 |
SMITH, MOORE & CO. | 29 | 10 | 0.10% | 0.34% | 1.38% | Q4 2013 | Q3 2023 | 39 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2022 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.95% | 3.37% | 4.98% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.18% | 0.56% | 1.18% | Q1 2014 | Q3 2023 | 39 |
THOMPSON SIEGEL & WALMSLEY LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
WRAPMANAGER INC | 32 | 7 | 0.14% | 1.40% | 3.74% | Q3 2012 | Q3 2023 | 39 |
ALLIANCEBERNSTEIN L.P. | 39 | 39 | 0.00% | 0.02% | 0.30% | Q1 2014 | Q3 2023 | 39 |
DSM CAPITAL PARTNERS LLC | 30 | 1 | 0.00% | 0.06% | 0.60% | Q2 2013 | Q3 2023 | 39 |
Sequoia Financial Advisors, LLC | 31 | 8 | 0.02% | 0.17% | 0.68% | Q4 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
TWO SIGMA SECURITIES, LLC | 19 | 1 | 0.00% | 0.09% | 0.91% | Q4 2014 | Q3 2023 | 39 |
LOGAN CAPITAL MANAGEMENT INC | 38 | 1 | 0.02% | 0.11% | 0.56% | Q4 2013 | Q3 2023 | 39 |
Waverly Advisors, LLC | 37 | 2 | 0.05% | 0.74% | 2.60% | Q3 2013 | Q3 2023 | 39 |
CAHILL FINANCIAL ADVISORS INC | 39 | 39 | 0.12% | 0.49% | 0.72% | Q1 2014 | Q3 2023 | 39 |
SAGE FINANCIAL GROUP INC | 35 | 4 | 0.80% | 1.18% | 2.21% | Q4 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.30% | 1.25% | 2.87% | Q1 2014 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.02% | 1.40% | 4.24% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.28% | 0.41% | 0.61% | Q1 2014 | Q3 2023 | 39 |
DAVIS R M INC | 39 | 39 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
NORRIS PERNE & FRENCH LLP/MI | 39 | 39 | 0.15% | 0.58% | 1.42% | Q1 2014 | Q3 2023 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 2 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 39 |
Garde Capital, Inc. | 38 | 38 | 0.50% | 0.76% | 1.56% | Q2 2014 | Q3 2023 | 38 |
ADIRONDACK TRUST CO | 30 | 8 | 0.11% | 0.37% | 0.89% | Q4 2013 | Q3 2023 | 38 |
HM Capital Management, LLC | 38 | 38 | 1.41% | 2.06% | 3.49% | Q2 2013 | Q3 2022 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 1.05% | 1.47% | 2.21% | Q2 2013 | Q4 2022 | 38 |
Maryland Capital Management | 38 | 38 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2022 | 38 |
PINNACLE FINANCIAL PARTNERS INC | 38 | 38 | 0.27% | 1.40% | 3.26% | Q2 2014 | Q3 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.22% | 0.51% | Q2 2014 | Q3 2023 | 38 |
MEEDER ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.41% | 4.74% | Q2 2013 | Q3 2022 | 38 |
LBJ Family Wealth Advisors, Ltd. | 37 | 1 | 5.16% | 21.26% | 25.74% | Q4 2013 | Q4 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 7.61% | 17.83% | 29.03% | Q2 2013 | Q3 2022 | 38 |
ASSETMARK, INC | 33 | 1 | 0.00% | 0.27% | 2.20% | Q3 2013 | Q3 2023 | 38 |
AVITY INVESTMENT MANAGEMENT INC. | 38 | 38 | 0.36% | 0.44% | 0.48% | Q2 2014 | Q3 2023 | 38 |
Laird Norton Wetherby Wealth Management, LLC | 38 | 38 | 0.06% | 0.19% | 0.33% | Q2 2014 | Q3 2023 | 38 |
Archford Capital Strategies, LLC | 22 | 16 | 0.18% | 0.33% | 0.57% | Q1 2014 | Q3 2023 | 38 |
Round Table Services, LLC | 38 | 38 | 0.14% | 1.53% | 5.71% | Q2 2013 | Q3 2022 | 38 |
FAS Wealth Partners, Inc. | 38 | 38 | 0.24% | 0.87% | 2.60% | Q2 2014 | Q3 2023 | 38 |
Sand Hill Global Advisors, LLC | 20 | 18 | 0.03% | 4.53% | 12.95% | Q2 2013 | Q3 2023 | 38 |
BRR OpCo, LLC | 38 | 38 | 0.13% | 0.25% | 0.48% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
CHURCHILL MANAGEMENT Corp | 35 | 3 | 0.05% | 5.00% | 12.41% | Q2 2013 | Q3 2023 | 38 |
Syntal Capital Partners, LLC | 29 | 9 | 0.10% | 0.33% | 0.83% | Q1 2014 | Q3 2023 | 38 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 37 | 37 | 0.72% | 1.59% | 1.94% | Q4 2014 | Q4 2023 | 37 |
FIRST NATIONAL TRUST CO | 35 | 2 | 0.04% | 0.18% | 0.41% | Q4 2013 | Q3 2023 | 37 |
Truepoint, Inc. | 37 | 37 | 0.04% | 0.27% | 0.62% | Q3 2014 | Q3 2023 | 37 |
CAMBRIDGE TRUST CO | 34 | 3 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.01% | 0.07% | 0.85% | Q3 2014 | Q3 2023 | 37 |
ACG Wealth | 36 | 1 | 0.09% | 0.48% | 0.86% | Q2 2013 | Q3 2022 | 37 |
WASHINGTON TRUST BANK | 36 | 1 | 0.00% | 0.12% | 1.63% | Q1 2014 | Q3 2023 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.04% | 0.07% | 0.15% | Q3 2014 | Q3 2023 | 37 |
PATHSTONE FAMILY OFFICE, LLC | 23 | 1 | 0.04% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 37 |
ROCKLAND TRUST CO | 37 | 37 | 0.02% | 0.05% | 0.25% | Q3 2014 | Q3 2023 | 37 |
ZACKS INVESTMENT MANAGEMENT | 22 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 37 |
AMALGAMATED BANK | 35 | 2 | 0.01% | 0.23% | 1.04% | Q4 2012 | Q1 2022 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.08% | 0.35% | 4.13% | Q2 2013 | Q2 2022 | 37 |
Tarbox Family Office, Inc. | 37 | 37 | 0.02% | 0.29% | 0.48% | Q3 2014 | Q3 2023 | 37 |
Baystate Wealth Management LLC | 28 | 1 | 0.02% | 0.16% | 0.41% | Q2 2013 | Q3 2023 | 37 |
HOWLAND CAPITAL MANAGEMENT LLC | 37 | 37 | 0.08% | 0.12% | 0.14% | Q3 2014 | Q3 2023 | 37 |
MAI Capital Management | 36 | 36 | 0.00% | 1.09% | 1.47% | Q4 2014 | Q3 2023 | 37 |
FIRST MANHATTAN CO. LLC. | 31 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.73% | 3.56% | 6.44% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.22% | 0.60% | Q2 2013 | Q1 2022 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Winslow Capital Management, LLC | 29 | 1 | 0.00% | 0.06% | 0.24% | Q4 2013 | Q3 2023 | 36 |
FOSTER DYKEMA CABOT & CO INC/MA | 29 | 7 | 0.05% | 0.39% | 0.68% | Q3 2014 | Q3 2023 | 36 |
LS Investment Advisors, LLC | 22 | 14 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.18% | 0.22% | 0.26% | Q4 2014 | Q3 2023 | 36 |
JENNISON ASSOCIATES LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
GOFEN & GLOSSBERG LLC /IL/ | 36 | 36 | 0.02% | 0.05% | 0.06% | Q1 2014 | Q4 2022 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 4.46% | 5.13% | 5.99% | Q4 2014 | Q3 2023 | 36 |
Gratus Capital, LLC | 36 | 36 | 0.40% | 2.31% | 4.33% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.02% | 0.24% | 0.35% | Q4 2014 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 0.46% | 1.47% | 2.26% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.37% | 0.56% | 3.60% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 5.49% | 7.80% | 11.00% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.21% | 1.71% | 2.34% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.73% | 1.18% | 1.90% | Q4 2014 | Q3 2023 | 36 |
NorthRock Partners, LLC | 36 | 36 | 2.16% | 7.62% | 14.17% | Q4 2014 | Q3 2023 | 36 |
Dakota Wealth Management | 36 | 36 | 0.51% | 3.38% | 6.88% | Q4 2014 | Q3 2023 | 36 |
Summit Financial Strategies, Inc. | 36 | 36 | 0.24% | 0.35% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.21% | 0.69% | 1.33% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.10% | 0.14% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Caprock Group, LLC | 36 | 36 | 0.14% | 0.30% | 0.56% | Q4 2014 | Q3 2023 | 36 |
FOUNDERS FINANCIAL SECURITIES LLC | 25 | 11 | 0.07% | 2.21% | 9.28% | Q4 2013 | Q3 2023 | 36 |
Capstone Financial Advisors, Inc. | 36 | 36 | 1.94% | 5.72% | 17.32% | Q4 2014 | Q3 2023 | 36 |
Cranbrook Wealth Management, LLC | 36 | 36 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.04% | 0.11% | 0.39% | Q4 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.21% | 0.62% | Q2 2013 | Q1 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 36 |
Financial Architects, Inc | 30 | 2 | 0.16% | 0.24% | 0.39% | Q2 2013 | Q2 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 36 |
MOODY LYNN & LIEBERSON, LLC | 26 | 9 | 0.02% | 0.31% | 2.15% | Q2 2013 | Q1 2022 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 2.43% | 3.06% | 3.57% | Q1 2015 | Q3 2023 | 35 |
Brown Advisory Securities, LLC | 35 | 35 | 0.07% | 0.27% | 0.50% | Q2 2013 | Q4 2021 | 35 |
WEDBUSH SECURITIES INC | 35 | 35 | 0.05% | 0.09% | 0.17% | Q1 2015 | Q3 2023 | 35 |
Cable Hill Partners, LLC | 29 | 6 | 0.08% | 0.27% | 0.39% | Q4 2014 | Q3 2023 | 35 |
DOWLING & YAHNKE LLC | 35 | 35 | 0.10% | 0.15% | 0.24% | Q1 2014 | Q3 2022 | 35 |
Cordasco Financial Network | 35 | 35 | 0.03% | 0.07% | 0.18% | Q4 2013 | Q2 2022 | 35 |
INTRUST BANK NA | 35 | 35 | 0.13% | 0.33% | 0.42% | Q1 2015 | Q3 2023 | 35 |
Capital Planning Advisors, LLC | 35 | 35 | 0.34% | 5.18% | 7.84% | Q1 2015 | Q3 2023 | 35 |
FORVIS Wealth Advisors, LLC | 35 | 35 | 0.14% | 0.22% | 0.35% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.04% | 0.22% | 0.56% | Q2 2013 | Q4 2021 | 35 |
Dorsey & Whitney Trust CO LLC | 32 | 3 | 0.07% | 0.46% | 1.27% | Q2 2013 | Q3 2023 | 35 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 0.20% | 0.38% | 0.57% | Q4 2014 | Q3 2023 | 35 |
Brookmont Capital Management | 35 | 35 | 0.12% | 0.43% | 0.69% | Q1 2015 | Q3 2023 | 35 |
BEACH INVESTMENT COUNSEL INC/PA | 35 | 35 | 0.03% | 0.04% | 0.08% | Q2 2015 | Q4 2023 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q4 2021 | 35 |
DONALDSON CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q4 2021 | 35 |
Cornerstone Management, Inc. | 21 | 14 | 0.05% | 0.30% | 0.99% | Q4 2014 | Q3 2023 | 35 |
Burt Wealth Advisors | 35 | 35 | 0.07% | 0.18% | 0.46% | Q4 2014 | Q2 2023 | 35 |
Neuberger Berman Group LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 35 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q1 2022 | 34 |
HOURGLASS CAPITAL, LLC | 34 | 34 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q3 2021 | 34 |
Northeast Financial Consultants Inc | 19 | 15 | 0.10% | 0.16% | 0.28% | Q1 2015 | Q3 2023 | 34 |
CONGRESS ASSET MANAGEMENT CO /MA | 33 | 1 | 0.00% | 0.14% | 0.50% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 1.25% | 1.58% | 2.06% | Q2 2015 | Q3 2023 | 34 |
Harfst & Associates, Inc. | 34 | 34 | 0.08% | 0.20% | 0.41% | Q2 2015 | Q3 2023 | 34 |
Prospera Financial Services Inc | 18 | 16 | 0.02% | 0.14% | 0.32% | Q1 2015 | Q3 2023 | 34 |
Hilton Capital Management, LLC | 34 | 34 | 0.03% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Main Management LLC | 21 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 34 |
Thomasville National Bank | 27 | 7 | 0.09% | 0.13% | 0.24% | Q1 2015 | Q3 2023 | 34 |
Balentine LLC | 34 | 34 | 0.00% | 24.22% | 56.94% | Q1 2015 | Q2 2023 | 34 |
FIRST FOUNDATION ADVISORS | 33 | 1 | 0.02% | 0.06% | 0.31% | Q4 2014 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.28% | 0.53% | 1.29% | Q2 2015 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.03% | 0.12% | 2.02% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 29 | 1 | 0.00% | 0.02% | 0.18% | Q4 2013 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.03% | 0.54% | 2.62% | Q3 2013 | Q4 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.10% | 0.77% | 1.78% | Q2 2015 | Q3 2023 | 34 |
Drexel Morgan & Co. | 33 | 33 | 0.35% | 3.01% | 4.50% | Q2 2013 | Q2 2021 | 33 |
Fiera Capital Corp | 29 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
Homrich & Berg | 33 | 33 | 0.22% | 0.29% | 0.38% | Q3 2013 | Q3 2021 | 33 |
NORTHSTAR INVESTMENT ADVISORS LLC | 33 | 33 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q2 2021 | 33 |
DUBUQUE BANK & TRUST CO | 33 | 33 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q1 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.16% | 0.62% | 1.12% | Q2 2013 | Q2 2021 | 33 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 33 |
CONNING INC. | 33 | 33 | 0.09% | 0.17% | 0.30% | Q3 2015 | Q3 2023 | 33 |
TOMPKINS FINANCIAL CORP | 19 | 1 | 0.00% | 0.55% | 1.34% | Q4 2013 | Q2 2023 | 33 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 32 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 33 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.00% | 0.12% | 0.66% | Q3 2015 | Q3 2023 | 33 |
PineBridge Investments, L.P. | 31 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
Sageworth Trust Co | 21 | 12 | 0.00% | 0.28% | 1.08% | Q4 2014 | Q1 2023 | 33 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.07% | 0.28% | Q3 2013 | Q3 2023 | 33 |
Gradient Investments LLC | 24 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.26% | 2.01% | 4.08% | Q1 2015 | Q1 2023 | 33 |
Chicago Partners Investment Group LLC | 25 | 8 | 0.00% | 0.10% | 0.17% | Q2 2015 | Q3 2023 | 33 |
Capital Investment Advisors, LLC | 33 | 33 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q4 2023 | 33 |
Ironwood Investment Counsel, LLC | 22 | 1 | 0.04% | 0.18% | 0.62% | Q2 2013 | Q2 2023 | 32 |
Goelzer Investment Management, Inc. | 32 | 32 | 0.02% | 0.16% | 0.26% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.05% | 0.62% | 2.06% | Q4 2015 | Q3 2023 | 32 |
Lido Advisors, LLC | 22 | 3 | 0.00% | 0.09% | 0.40% | Q1 2016 | Q3 2023 | 32 |
Northstar Group, Inc. | 32 | 32 | 0.41% | 1.24% | 1.44% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Karp Capital Management Corp | 32 | 32 | 0.01% | 0.30% | 0.97% | Q4 2014 | Q3 2022 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.19% | 0.27% | 0.48% | Q4 2015 | Q3 2023 | 32 |
Regal Wealth Group, Inc. | 32 | 32 | 1.97% | 9.18% | 18.26% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.31% | 1.25% | 1.72% | Q4 2015 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.01% | 0.92% | 1.53% | Q4 2015 | Q3 2023 | 32 |
SG Americas Securities, LLC | 18 | 2 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q2 2023 | 32 |
Raab & Moskowitz Asset Management LLC | 32 | 32 | 0.18% | 0.27% | 0.38% | Q4 2015 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 3.71% | 4.36% | 4.93% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.12% | 0.38% | 0.83% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 1.32% | 2.42% | 4.37% | Q4 2015 | Q3 2023 | 32 |
Schneider Downs Wealth Management Advisors, LP | 32 | 32 | 1.74% | 2.65% | 4.69% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.36% | 1.72% | 3.92% | Q4 2015 | Q3 2023 | 32 |
Compass Financial Group, Inc. | 32 | 32 | 6.16% | 7.68% | 9.80% | Q4 2015 | Q3 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.10% | 0.53% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.79% | 1.21% | 2.58% | Q4 2015 | Q3 2023 | 32 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.11% | 0.75% | 2.08% | Q2 2013 | Q3 2023 | 32 |
Fisher Asset Management, LLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.04% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 32 |
MML INVESTORS SERVICES, LLC | 26 | 6 | 0.45% | 0.94% | 1.68% | Q2 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 2.08% | 3.14% | 4.10% | Q2 2013 | Q1 2021 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 0.77% | 1.42% | 2.02% | Q4 2015 | Q3 2023 | 32 |
O'Brien Wealth Partners LLC | 32 | 32 | 3.67% | 6.71% | 12.14% | Q4 2015 | Q3 2023 | 32 |
Crestone Asset Management LLC | 32 | 32 | 3.61% | 7.03% | 9.22% | Q4 2015 | Q3 2023 | 32 |
TRUST CO OF VERMONT | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Strategic Point Investment Advisors, LLC | 32 | 32 | 0.06% | 3.04% | 5.55% | Q4 2015 | Q3 2023 | 32 |
PAYDEN & RYGEL | 31 | 31 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
BEACON FINANCIAL GROUP | 29 | 2 | 0.04% | 0.26% | 0.54% | Q3 2013 | Q3 2023 | 31 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 6.01% | 9.68% | 12.75% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.28% | 0.70% | Q4 2015 | Q3 2023 | 31 |
BINGHAM OSBORN & SCARBOROUGH LLC | 30 | 1 | 0.04% | 0.09% | 0.12% | Q4 2013 | Q3 2021 | 31 |
ROPES WEALTH ADVISORS LLC | 31 | 31 | 0.02% | 0.42% | 0.84% | Q1 2016 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 31 | 31 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q4 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.17% | 0.36% | Q2 2014 | Q4 2021 | 31 |
MOTCO | 27 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.38% | 0.50% | 0.61% | Q1 2016 | Q3 2023 | 31 |
IBERIABANK CORP | 31 | 31 | 0.84% | 1.81% | 3.51% | Q4 2012 | Q2 2020 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.09% | 0.13% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.12% | 0.28% | 0.55% | Q4 2015 | Q3 2023 | 31 |
High Falls Advisors, Inc | 19 | 12 | 0.07% | 0.11% | 0.15% | Q4 2015 | Q3 2023 | 31 |
Hudock, Inc. | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2022 | 31 |
COUNTRY TRUST BANK | 27 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.08% | 1.12% | 4.07% | Q4 2015 | Q2 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.07% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Choate Investment Advisors | 20 | 1 | 0.05% | 0.14% | 0.41% | Q3 2015 | Q3 2023 | 31 |
Financial Sense Advisors, Inc. | 25 | 6 | 0.12% | 0.88% | 2.17% | Q4 2015 | Q3 2023 | 31 |
Trust Co | 31 | 31 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Alliance Wealth Management Group | 31 | 31 | 0.53% | 2.26% | 14.12% | Q4 2015 | Q2 2023 | 31 |
Baker Avenue Asset Management, LP | 31 | 31 | 0.19% | 1.76% | 3.53% | Q1 2016 | Q3 2023 | 31 |
Stonebridge Capital Advisors LLC | 31 | 31 | 0.09% | 0.25% | 0.43% | Q1 2016 | Q3 2023 | 31 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18 | 5 | 0.07% | 1.49% | 3.42% | Q2 2014 | Q3 2022 | 31 |
ClearBridge Investments | 13 | 1 | 0.00% | 0.00% | 0.05% | Q4 2013 | Q3 2023 | 31 |
Ausdal Financial Partners, Inc. | 19 | 12 | 0.07% | 0.48% | 5.04% | Q4 2015 | Q3 2023 | 31 |
HOWE & RUSLING INC | 16 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 31 |
First Personal Financial Services | 28 | 3 | 0.01% | 0.32% | 2.12% | Q4 2015 | Q3 2023 | 31 |
Well Done, LLC | 31 | 31 | 0.09% | 0.60% | 1.03% | Q1 2016 | Q3 2023 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.61% | 2.54% | 7.09% | Q1 2014 | Q3 2023 | 31 |
LifePlan Financial Group, Inc | 30 | 30 | 1.02% | 4.72% | 10.39% | Q2 2013 | Q3 2020 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.14% | 1.05% | 2.52% | Q2 2013 | Q4 2021 | 30 |
BOK Financial Private Wealth, Inc. | 30 | 30 | 0.08% | 0.15% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Horan Securities, Inc. | 22 | 8 | 1.42% | 4.80% | 9.07% | Q1 2016 | Q3 2023 | 30 |
Brookstone Capital Management | 27 | 3 | 0.07% | 0.47% | 2.41% | Q1 2015 | Q3 2023 | 30 |
HOLLENCREST CAPITAL MANAGEMENT | 25 | 1 | 0.02% | 0.30% | 0.60% | Q4 2013 | Q3 2023 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.39% | 0.74% | 1.31% | Q2 2013 | Q3 2020 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.14% | 0.27% | 0.44% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Glenview Trust Co | 28 | 1 | 0.03% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 30 |
M Holdings Securities, Inc. | 22 | 1 | 0.12% | 0.29% | 0.71% | Q4 2013 | Q2 2023 | 30 |
Merriman Wealth Management, LLC | 30 | 30 | 0.05% | 0.34% | 1.12% | Q2 2016 | Q3 2023 | 30 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 30 | 30 | 0.08% | 0.20% | 0.32% | Q2 2016 | Q3 2023 | 30 |
Calamos Wealth Management LLC | 28 | 1 | 0.06% | 0.16% | 0.23% | Q4 2014 | Q3 2023 | 30 |
FIRST NATIONAL BANK OF OMAHA | 23 | 7 | 0.01% | 0.44% | 0.70% | Q2 2013 | Q2 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.14% | 0.28% | 0.42% | Q2 2013 | Q3 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 3.56% | 7.17% | 9.12% | Q2 2013 | Q3 2020 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.19% | 0.35% | 0.57% | Q2 2016 | Q3 2023 | 30 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2023 | 30 |
Intersect Capital LLC | 30 | 30 | 8.09% | 11.53% | 15.71% | Q4 2014 | Q1 2022 | 30 |
OAK RIDGE INVESTMENTS LLC | 14 | 2 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q1 2023 | 29 |
Cassaday & Co Inc. | 29 | 29 | 0.11% | 0.44% | 2.47% | Q4 2014 | Q4 2021 | 29 |
WEALTHSOURCE PARTNERS, LLC | 15 | 14 | 0.02% | 0.17% | 0.64% | Q2 2016 | Q3 2023 | 29 |
Modera Wealth Management, LLC | 29 | 29 | 0.34% | 1.73% | 4.79% | Q3 2016 | Q3 2023 | 29 |
Koshinski Asset Management, Inc. | 17 | 12 | 0.04% | 0.12% | 0.24% | Q2 2016 | Q3 2023 | 29 |
Sunbelt Securities, Inc. | 29 | 29 | 0.02% | 0.20% | 0.75% | Q3 2016 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.30% | 0.68% | 1.72% | Q1 2016 | Q2 2023 | 29 |
Klingman & Associates, LLC | 14 | 1 | 0.04% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 29 |
Plancorp, LLC | 28 | 1 | 0.05% | 0.13% | 0.24% | Q1 2015 | Q3 2023 | 29 |
ROTHSCHILD INVESTMENT LLC /IL | 29 | 29 | 0.11% | 0.39% | 0.58% | Q3 2016 | Q3 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.20% | 1.02% | 2.70% | Q4 2015 | Q4 2022 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.03% | 0.77% | 1.46% | Q3 2016 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Stearns Financial Services Group | 29 | 29 | 0.07% | 0.09% | 0.11% | Q3 2013 | Q3 2020 | 29 |
Corundum Group, Inc. | 20 | 9 | 0.56% | 12.72% | 19.33% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.17% | 0.29% | Q4 2013 | Q4 2020 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.59% | 0.84% | 1.20% | Q3 2016 | Q3 2023 | 29 |
Essex Financial Services, Inc. | 18 | 3 | 0.05% | 0.16% | 0.36% | Q2 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 29 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 1.10% | 18.57% | 22.65% | Q2 2016 | Q3 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 29 |
BTC Capital Management, Inc. | 21 | 8 | 0.27% | 1.67% | 2.38% | Q2 2016 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.89% | 1.58% | 7.30% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.44% | 1.73% | Q4 2016 | Q3 2023 | 28 |
Canal Capital Management, LLC | 28 | 28 | 0.81% | 1.27% | 1.57% | Q4 2016 | Q3 2023 | 28 |
Ashfield Capital Partners, LLC | 16 | 1 | 0.01% | 0.22% | 1.75% | Q4 2013 | Q3 2022 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.32% | 1.26% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.10% | 0.43% | 1.24% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.29% | 0.42% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Arete Wealth Advisors, LLC | 28 | 28 | 0.06% | 0.29% | 0.52% | Q4 2016 | Q3 2023 | 28 |
IMA Wealth, Inc. | 22 | 2 | 0.05% | 0.07% | 0.15% | Q1 2015 | Q3 2023 | 28 |
Miracle Mile Advisors, LLC | 26 | 1 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 0.10% | 0.22% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Horizon Investments, LLC | 27 | 1 | 0.00% | 0.83% | 7.64% | Q2 2013 | Q1 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.18% | 0.55% | 1.20% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.15% | 0.26% | 0.40% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.03% | 0.30% | 0.78% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.50% | 0.94% | 1.86% | Q4 2016 | Q3 2023 | 28 |
Destination Wealth Management | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CADENCE BANK NA | 20 | 8 | 0.58% | 0.95% | 1.29% | Q2 2013 | Q2 2022 | 28 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.58% | 5.19% | Q2 2013 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 3.87% | 9.40% | 17.57% | Q4 2016 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
JOYN Advisors, Inc. | 28 | 28 | 7.14% | 15.31% | 28.30% | Q2 2013 | Q1 2020 | 28 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 28 | 28 | 0.34% | 0.68% | 1.54% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.79% | 3.92% | Q4 2016 | Q3 2023 | 28 |
Gilbert & Cook, Inc. | 28 | 28 | 0.06% | 0.14% | 0.30% | Q4 2016 | Q3 2023 | 28 |
WESBANCO BANK INC | 17 | 11 | 0.02% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 28 |
WOLVERINE ASSET MANAGEMENT LLC | 25 | 1 | 0.00% | 0.15% | 0.41% | Q2 2013 | Q4 2021 | 28 |
BRINKER CAPITAL INC | 20 | 8 | 1.55% | 3.40% | 6.92% | Q2 2013 | Q2 2020 | 28 |
PEOPLES BANK /OH | 21 | 3 | 0.10% | 0.29% | 0.45% | Q4 2015 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.02% | 0.08% | 0.17% | Q3 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
ST GERMAIN D J CO INC | 25 | 3 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.06% | 0.14% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Blankinship & Foster, LLC | 28 | 28 | 0.49% | 0.68% | 1.10% | Q4 2016 | Q3 2023 | 28 |
Sequent Asset Management, LLC | 13 | 1 | 0.11% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.12% | 0.26% | 0.46% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q4 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.28% | 1.15% | Q4 2016 | Q3 2023 | 28 |
Brightworth | 28 | 28 | 0.16% | 9.37% | 34.79% | Q4 2015 | Q3 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q4 2022 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 1.77% | 6.59% | 10.60% | Q4 2016 | Q3 2023 | 28 |
Pointe Capital Management LLC | 28 | 28 | 0.15% | 2.43% | 5.60% | Q4 2016 | Q3 2023 | 28 |
Relative Value Partners Group, LLC | 17 | 5 | 0.10% | 0.15% | 0.19% | Q4 2015 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.21% | 0.34% | 0.52% | Q3 2014 | Q3 2023 | 28 |
Legacy Advisors, LLC | 28 | 28 | 0.40% | 1.10% | 2.25% | Q4 2016 | Q3 2023 | 28 |
RMB Capital Management, LLC | 27 | 27 | 0.02% | 0.24% | 0.77% | Q1 2017 | Q3 2023 | 27 |
Keel Point, LLC | 27 | 27 | 0.04% | 1.01% | 2.19% | Q1 2017 | Q3 2023 | 27 |
Flaharty Asset Management, LLC | 27 | 27 | 4.47% | 8.32% | 11.22% | Q1 2017 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.45% | 0.60% | 0.82% | Q2 2015 | Q4 2021 | 27 |
Stratford Consulting, LLC | 27 | 27 | 0.08% | 0.12% | 0.14% | Q3 2013 | Q1 2020 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.01% | 0.12% | 0.51% | Q4 2016 | Q2 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.14% | 0.51% | Q4 2016 | Q2 2023 | 27 |
PETTYJOHN, WOOD & WHITE, INC | 27 | 27 | 0.08% | 0.09% | 0.11% | Q1 2017 | Q3 2023 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.10% | 0.21% | 0.34% | Q4 2016 | Q2 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.40% | 0.69% | 1.10% | Q4 2016 | Q3 2023 | 27 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.21% | 0.60% | Q1 2017 | Q3 2023 | 27 |
Beaumont Financial Partners, LLC | 13 | 2 | 0.02% | 0.35% | 2.14% | Q4 2013 | Q3 2022 | 27 |
FIDUCIARY TRUST CO | 18 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 27 |
IndexIQ Advisors LLC | 27 | 27 | 0.00% | 2.59% | 12.44% | Q2 2013 | Q4 2019 | 27 |
PLANNING ALTERNATIVES LTD /ADV | 22 | 1 | 0.05% | 0.16% | 0.21% | Q1 2016 | Q3 2023 | 27 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 27 | 27 | 1.19% | 5.66% | 9.79% | Q2 2013 | Q4 2019 | 27 |
Nuveen Asset Management, LLC | 21 | 1 | 0.00% | 0.31% | 2.15% | Q4 2013 | Q3 2023 | 27 |
SPINNAKER TRUST | 27 | 27 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 1.41% | 2.03% | 2.51% | Q1 2017 | Q3 2023 | 27 |
IMS Capital Management | 20 | 7 | 0.36% | 2.54% | 4.42% | Q4 2016 | Q3 2023 | 27 |
CAPITAL ADVISORS INC/OK | 18 | 9 | 0.01% | 0.14% | 0.40% | Q4 2016 | Q3 2023 | 27 |
LAU ASSOCIATES LLC | 27 | 27 | 0.60% | 0.94% | 1.18% | Q2 2013 | Q4 2019 | 27 |
QS Investors, LLC | 27 | 27 | 0.02% | 0.19% | 0.45% | Q4 2014 | Q2 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.64% | 1.32% | 1.71% | Q2 2013 | Q4 2019 | 27 |
Bragg Financial Advisors, Inc | 17 | 4 | 0.03% | 0.06% | 0.11% | Q3 2015 | Q3 2023 | 27 |
Capital Asset Advisory Services LLC | 26 | 1 | 0.17% | 1.01% | 3.05% | Q1 2016 | Q3 2023 | 27 |
Confluence Wealth Management LLC | 27 | 27 | 0.43% | 1.11% | 3.64% | Q1 2014 | Q3 2020 | 27 |
CIBC BANK USA | 27 | 27 | 0.80% | 1.35% | 1.74% | Q2 2013 | Q4 2019 | 27 |
WEATHERLY ASSET MANAGEMENT L. P. | 26 | 1 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.10% | 0.15% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Capital Analysts, LLC | 23 | 1 | 0.00% | 0.07% | 0.21% | Q4 2015 | Q3 2023 | 27 |
Farmers & Merchants Trust Co of Chambersburg PA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.05% | 0.12% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Riverpoint Wealth Management Holdings, LLC | 26 | 26 | 0.12% | 0.17% | 0.31% | Q2 2017 | Q3 2023 | 26 |
LYELL WEALTH MANAGEMENT, LP | 26 | 26 | 0.08% | 0.11% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 25 | 1 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q3 2023 | 26 |
WESTWOOD HOLDINGS GROUP INC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
King Wealth Management Group | 26 | 26 | 0.09% | 0.10% | 0.14% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.33% | 0.50% | 0.64% | Q2 2013 | Q3 2019 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 1.46% | 6.17% | Q4 2016 | Q3 2023 | 26 |
Mathes Company, Inc. | 24 | 2 | 0.54% | 1.74% | 2.44% | Q1 2017 | Q3 2023 | 26 |
Jaffetilchin Investment Partners, LLC | 19 | 7 | 0.04% | 0.19% | 1.04% | Q1 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.28% | 0.58% | Q2 2017 | Q3 2023 | 26 |
BANK HAPOALIM BM | 26 | 26 | 0.06% | 0.14% | 0.26% | Q4 2013 | Q1 2020 | 26 |
SHUFRO ROSE & CO LLC | 26 | 26 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.08% | 0.20% | 0.27% | Q4 2016 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2023 | 26 |
Alpha Cubed Investments, LLC | 26 | 26 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Meridian Wealth Management, LLC | 26 | 26 | 0.11% | 0.18% | 0.26% | Q2 2017 | Q3 2023 | 26 |
Circle Wealth Management, LLC | 26 | 26 | 0.04% | 0.40% | 8.54% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 23 | 1 | 0.00% | 0.37% | 1.09% | Q1 2016 | Q3 2023 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 4.03% | 5.75% | 9.99% | Q2 2014 | Q3 2020 | 26 |
Fusion Family Wealth LLC | 22 | 1 | 0.02% | 0.05% | 0.29% | Q4 2016 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.02% | 0.14% | 1.02% | Q1 2017 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.85% | 1.01% | 1.20% | Q2 2017 | Q3 2023 | 26 |
Sage Capital Advisors,llc | 26 | 26 | 0.18% | 0.22% | 0.28% | Q2 2017 | Q3 2023 | 26 |
GenWealth Group, Inc. | 26 | 26 | 0.84% | 1.43% | 2.17% | Q2 2017 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.53% | 0.81% | 1.66% | Q2 2017 | Q3 2023 | 26 |
BURNEY CO/ | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
CAPE COD FIVE CENTS SAVINGS BANK | 23 | 3 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.42% | 1.26% | 2.19% | Q2 2013 | Q3 2019 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.60% | 0.74% | 0.92% | Q2 2013 | Q3 2023 | 26 |
Geneva Partners, LLC | 25 | 1 | 0.26% | 0.40% | 1.13% | Q2 2016 | Q3 2023 | 26 |
Voya Financial Advisors, Inc. | 25 | 1 | 0.02% | 0.24% | 1.30% | Q1 2015 | Q4 2021 | 26 |
Gibson Capital, LLC | 26 | 26 | 0.08% | 0.12% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Rinet Co LLC | 26 | 26 | 0.92% | 2.11% | 3.58% | Q2 2015 | Q3 2021 | 26 |
Stockman Wealth Management, Inc. | 25 | 1 | 0.13% | 0.20% | 0.30% | Q1 2017 | Q3 2023 | 26 |
Parsec Financial Management, Inc. | 26 | 26 | 0.04% | 0.12% | 0.16% | Q4 2016 | Q1 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 1.19% | 2.31% | 3.08% | Q2 2013 | Q3 2019 | 26 |
GW HENSSLER & ASSOCIATES LTD | 18 | 8 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 1 | 0.00% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 26 |
FINANCIAL CONSULATE, INC | 24 | 1 | 0.13% | 0.34% | 1.15% | Q4 2016 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.24% | 1.95% | 6.33% | Q4 2014 | Q3 2023 | 25 |
BOYS ARNOLD & CO INC | 24 | 1 | 0.04% | 0.15% | 0.30% | Q4 2013 | Q1 2020 | 25 |
Sustainable Growth Advisers, LP | 17 | 1 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 25 |
Bridgecreek Investment Management, LLC | 19 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Biondo Investment Advisors, LLC | 25 | 25 | 0.07% | 0.23% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Simplicity Solutions, LLC | 13 | 1 | 0.02% | 0.14% | 0.54% | Q4 2015 | Q3 2023 | 25 |
Autus Asset Management, LLC | 25 | 25 | 0.11% | 0.20% | 0.24% | Q4 2015 | Q4 2021 | 25 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.23% | 1.28% | Q2 2014 | Q3 2023 | 25 |
RWA WEALTH PARTNERS, LLC | 25 | 25 | 0.02% | 0.09% | 0.26% | Q3 2017 | Q3 2023 | 25 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.06% | 0.14% | 0.52% | Q3 2017 | Q3 2023 | 25 |
SNS Financial Group, LLC | 25 | 25 | 0.05% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Colonial Trust Advisors | 25 | 25 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Orgel Wealth Management, LLC | 24 | 1 | 0.02% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 25 |
RPG Investment Advisory, LLC | 18 | 7 | 0.01% | 0.20% | 4.21% | Q2 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.92% | 1.24% | 2.98% | Q4 2015 | Q4 2021 | 25 |
Norway Savings Bank | 25 | 25 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2022 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.67% | 0.90% | 1.25% | Q4 2016 | Q4 2022 | 25 |
Shepherd Financial Partners LLC | 19 | 3 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 25 |
Radnor Capital Management, LLC | 19 | 1 | 0.38% | 0.50% | 0.75% | Q4 2016 | Q3 2023 | 25 |
Abbrea Capital, LLC | 25 | 25 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 25 |
CFO4Life Group, LLC | 25 | 25 | 0.10% | 0.17% | 0.40% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 1.90% | 3.33% | 5.53% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.39% | 0.77% | 3.08% | Q2 2017 | Q2 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.11% | 0.31% | Q3 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.28% | 1.15% | 2.91% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.39% | 0.59% | 0.94% | Q3 2017 | Q3 2023 | 25 |
O'Dell Group, LLC | 13 | 12 | 0.12% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 25 |
FIRST MIDWEST BANK TRUST DIVISION | 14 | 2 | 0.03% | 0.64% | 1.68% | Q3 2013 | Q4 2021 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 1.42% | 1.69% | 2.30% | Q3 2017 | Q3 2023 | 25 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 12 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 25 |
CNB Bank | 24 | 24 | 0.01% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Almanack Investment Partners, LLC. | 15 | 1 | 0.03% | 0.27% | 1.18% | Q1 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Sanchez Wealth Management Group | 24 | 24 | 9.47% | 15.42% | 23.12% | Q4 2017 | Q3 2023 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.14% | 0.19% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Paulson Wealth Management Inc. | 24 | 24 | 0.51% | 11.22% | 15.41% | Q4 2017 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 0.13% | 0.33% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Horrell Capital Management, Inc. | 16 | 1 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.11% | 1.35% | 3.58% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.35% | 0.63% | Q4 2017 | Q3 2023 | 24 |
Rice Partnership, LLC | 24 | 24 | 0.10% | 0.50% | 2.12% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 2.53% | 3.76% | 5.94% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 0.21% | 0.35% | 0.46% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 3.95% | 8.55% | 16.75% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 2.24% | 3.34% | 5.84% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 0.23% | 0.42% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 1.57% | 1.94% | 2.36% | Q4 2015 | Q3 2021 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.08% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Carlson Capital Management | 19 | 5 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.17% | 0.42% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 2.53% | 3.26% | 4.38% | Q4 2017 | Q3 2023 | 24 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.10% | 0.24% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.70% | 1.67% | 2.99% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.13% | 0.21% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.04% | 0.06% | 0.11% | Q3 2016 | Q2 2022 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.07% | 0.17% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Holistic Financial Partners | 24 | 24 | 2.17% | 4.83% | 6.05% | Q4 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.41% | 1.06% | 1.36% | Q4 2017 | Q3 2023 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 24 |
LGL PARTNERS, LLC | 19 | 5 | 0.05% | 0.40% | 2.80% | Q3 2017 | Q3 2023 | 24 |
SECURITY NATIONAL TRUST CO | 24 | 24 | 0.01% | 0.24% | 0.38% | Q4 2015 | Q3 2021 | 24 |
DIMENSION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.20% | 0.64% | 0.89% | Q4 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 24 | 24 | 0.03% | 0.09% | 0.42% | Q2 2013 | Q1 2019 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 0.38% | 0.80% | 1.11% | Q4 2017 | Q3 2023 | 24 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 24 | 24 | 0.64% | 0.78% | 1.05% | Q2 2013 | Q1 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.10% | 0.37% | 1.24% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 2.89% | 6.66% | 11.36% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.21% | 0.68% | 1.35% | Q4 2016 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 15 | 1 | 0.03% | 0.09% | 0.27% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.09% | 0.15% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.22% | 0.24% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 4.15% | 9.36% | 15.48% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.10% | 0.26% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.06% | 0.14% | 0.33% | Q4 2017 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 15 | 1 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.53% | 1.33% | 4.82% | Q4 2017 | Q3 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.19% | 0.80% | 1.33% | Q4 2017 | Q3 2023 | 24 |
Moors & Cabot, Inc. | 11 | 5 | 0.01% | 0.09% | 0.20% | Q3 2015 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.16% | 0.33% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.08% | 0.24% | 0.62% | Q4 2017 | Q3 2023 | 24 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 24 | 24 | 3.43% | 6.63% | 12.53% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.13% | 0.65% | 2.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 1.06% | 1.50% | 2.90% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.53% | 2.22% | 3.12% | Q4 2017 | Q3 2023 | 24 |
WEBSTER BANK, N. A. | 11 | 4 | 0.00% | 0.05% | 0.25% | Q4 2013 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 1.36% | 2.63% | 9.61% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.14% | 0.43% | 1.65% | Q4 2017 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 1.77% | 3.54% | 5.09% | Q4 2015 | Q4 2021 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.08% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.24% | 0.44% | 0.73% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.14% | 0.36% | 0.68% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.11% | 0.17% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Vigilant Capital Management, LLC | 24 | 24 | 0.00% | 0.07% | 0.15% | Q2 2016 | Q1 2022 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.05% | 0.20% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.40% | 0.58% | 0.74% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.05% | 0.17% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Doyle Wealth Management | 23 | 23 | 0.59% | 0.73% | 0.84% | Q1 2017 | Q3 2022 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.26% | 0.29% | 0.32% | Q2 2014 | Q4 2019 | 23 |
Hall Kathryn A. | 19 | 4 | 0.29% | 2.14% | 4.71% | Q3 2013 | Q3 2023 | 23 |
Summit X, LLC | 23 | 23 | 0.04% | 0.90% | 2.34% | Q1 2018 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.26% | 0.86% | 1.78% | Q2 2013 | Q4 2018 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q4 2021 | 23 |
USAdvisors Wealth Management, LLC | 14 | 9 | 0.04% | 0.44% | 1.34% | Q4 2017 | Q3 2023 | 23 |
Lee Financial Co | 23 | 23 | 0.06% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Granite Investment Partners, LLC | 18 | 1 | 0.00% | 0.05% | 0.35% | Q4 2013 | Q3 2023 | 23 |
Telos Capital Management, Inc. | 21 | 2 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Clark Capital Management Group, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
CITIZENS & NORTHERN CORP | 23 | 23 | 0.30% | 0.46% | 0.79% | Q1 2018 | Q3 2023 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q4 2021 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.34% | 0.40% | 0.50% | Q2 2013 | Q4 2018 | 23 |
NATIXIS | 23 | 23 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q1 2022 | 23 |
Dana Investment Advisors, Inc. | 11 | 1 | 0.01% | 0.19% | 3.05% | Q3 2015 | Q3 2023 | 23 |
LEE DANNER & BASS INC | 23 | 23 | 0.08% | 0.19% | 0.36% | Q1 2018 | Q3 2023 | 23 |
HARVEST CAPITAL MANAGEMENT INC | 23 | 23 | 0.10% | 0.12% | 0.19% | Q4 2013 | Q2 2019 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.51% | 1.02% | 2.35% | Q2 2013 | Q4 2018 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.18% | 0.39% | 0.56% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.17% | 0.25% | 0.32% | Q4 2017 | Q2 2023 | 23 |
BANK OF THE WEST | 20 | 1 | 0.03% | 0.06% | 0.24% | Q1 2016 | Q1 2022 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 23 | 23 | 0.16% | 0.33% | 0.80% | Q1 2018 | Q3 2023 | 23 |
CENTRAL BANK & TRUST CO | 17 | 6 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 23 |
North Star Investment Management Corp. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.12% | 0.20% | 0.82% | Q1 2018 | Q3 2023 | 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
S&CO INC | 23 | 23 | 0.03% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Hudson Capital Management LLC | 20 | 3 | 0.14% | 0.35% | 1.05% | Q4 2017 | Q3 2023 | 23 |
One Wealth Advisors, LLC | 19 | 4 | 2.27% | 12.12% | 21.84% | Q4 2017 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.14% | 0.74% | Q3 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.08% | 0.48% | 0.82% | Q4 2017 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.08% | 0.17% | 0.30% | Q2 2013 | Q1 2019 | 23 |
Bristlecone Advisors, LLC | 16 | 1 | 0.05% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 19 | 4 | 0.04% | 0.17% | 0.27% | Q4 2017 | Q3 2023 | 23 |
Jackson Wealth Management, LLC | 21 | 2 | 0.27% | 1.38% | 2.83% | Q4 2014 | Q4 2020 | 23 |
Ahrens Investment Partners LLC | 23 | 23 | 0.11% | 0.20% | 0.30% | Q3 2017 | Q1 2023 | 23 |
ROCKY MOUNTAIN ADVISERS, LLC | 23 | 23 | 0.04% | 0.14% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Verdence Capital Advisors LLC | 19 | 1 | 0.05% | 0.27% | 0.47% | Q4 2017 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Lowe Wealth Advisors, LLC | 21 | 1 | 0.00% | 0.01% | 0.16% | Q3 2015 | Q4 2023 | 22 |
Aureus Asset Management, LLC | 6 | 1 | 0.01% | 0.10% | 0.29% | Q2 2013 | Q4 2022 | 22 |
Personal Capital Advisors Corp | 22 | 22 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 22 |
AMI ASSET MANAGEMENT CORP | 13 | 1 | 0.01% | 0.23% | 1.88% | Q4 2014 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.33% | 0.86% | 2.15% | Q4 2017 | Q3 2023 | 22 |
Parisi Gray Wealth Management | 19 | 1 | 0.32% | 0.41% | 0.54% | Q4 2017 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.10% | 0.16% | 0.44% | Q2 2018 | Q3 2023 | 22 |
USCA RIA LLC | 22 | 22 | 0.02% | 0.43% | 0.83% | Q1 2016 | Q2 2021 | 22 |
Stuart Chaussee & Associates, Inc. | 22 | 22 | 0.07% | 0.21% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.38% | 0.53% | 0.74% | Q4 2017 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 4.17% | 5.15% | 5.83% | Q2 2018 | Q3 2023 | 22 |
Apriem Advisors | 11 | 2 | 0.00% | 0.36% | 0.49% | Q4 2016 | Q3 2023 | 22 |
Matthew Goff Investment Advisor, LLC | 21 | 1 | 0.09% | 0.13% | 0.15% | Q1 2018 | Q3 2023 | 22 |
Andesa Financial Management Inc. | 22 | 22 | 0.24% | 0.63% | 1.71% | Q4 2017 | Q1 2023 | 22 |
HM PAYSON & CO | 18 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 22 |
Lenox Wealth Advisors, LLC | 18 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2022 | 22 |
Starfire Investment Advisers, Inc. | 22 | 22 | 0.17% | 1.47% | 2.34% | Q1 2015 | Q2 2020 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.08% | 0.59% | 1.65% | Q4 2017 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 22 | 22 | 0.24% | 4.64% | 8.20% | Q4 2017 | Q1 2023 | 22 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.13% | 0.27% | Q3 2015 | Q1 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.32% | 0.38% | 0.50% | Q2 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Advisors Preferred, LLC | 6 | 1 | 0.01% | 5.64% | 12.29% | Q1 2014 | Q3 2023 | 22 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q1 2020 | 22 |
RGT Wealth Advisors, LLC | 11 | 1 | 0.06% | 0.41% | 1.98% | Q3 2016 | Q3 2022 | 22 |
PFG Advisors | 17 | 5 | 0.08% | 0.24% | 0.38% | Q4 2017 | Q3 2023 | 22 |
BBR PARTNERS, LLC | 17 | 1 | 0.04% | 0.21% | 0.39% | Q1 2015 | Q3 2023 | 22 |
Sharkey, Howes & Javer | 21 | 1 | 0.51% | 0.86% | 1.14% | Q1 2015 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.10% | 0.21% | 0.45% | Q1 2017 | Q3 2023 | 21 |
BOURGEON CAPITAL MANAGEMENT LLC | 19 | 1 | 0.07% | 0.09% | 0.13% | Q3 2017 | Q3 2023 | 21 |
RIVERBRIDGE PARTNERS LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
FFT WEALTH MANAGEMENT LLC | 14 | 3 | 0.03% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Corbenic Partners LLC | 19 | 1 | 0.00% | 0.21% | 0.74% | Q2 2013 | Q4 2021 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2022 | 21 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q2 2018 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.20% | 0.36% | 0.81% | Q3 2018 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 21 |
FRED ALGER MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q3 2023 | 21 |
VESTOR CAPITAL, LLC | 12 | 9 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 21 |
LCNB CORP | 21 | 21 | 0.12% | 0.18% | 0.51% | Q3 2018 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 20 | 1 | 0.06% | 0.21% | 0.37% | Q3 2011 | Q3 2023 | 21 |
Peachtree Investment Advisors, Inc. | 21 | 21 | 0.25% | 0.36% | 0.57% | Q4 2013 | Q4 2018 | 21 |
Barnett & Company, Inc. | 9 | 3 | 0.02% | 0.21% | 0.75% | Q2 2017 | Q3 2023 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 19 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
MCKINLEY CAPITAL MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.12% | Q2 2014 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.93% | 1.19% | 1.69% | Q1 2017 | Q2 2022 | 21 |
Whitnell & Co. | 21 | 21 | 0.01% | 0.09% | 0.20% | Q4 2014 | Q4 2019 | 21 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 21 | 21 | 1.95% | 8.41% | 18.34% | Q3 2018 | Q3 2023 | 21 |
Aspen Investment Management Inc | 13 | 8 | 0.14% | 0.28% | 0.46% | Q3 2013 | Q4 2019 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
Smith, Salley & Associates | 21 | 21 | 0.04% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.05% | 0.45% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.10% | 0.39% | 0.62% | Q4 2013 | Q3 2018 | 20 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20 | 20 | 0.01% | 0.33% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.08% | 0.11% | 0.16% | Q2 2016 | Q1 2021 | 20 |
Eukles Asset Management | 20 | 20 | 3.38% | 3.84% | 4.26% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 6 | 0.06% | 0.13% | 0.23% | Q2 2017 | Q3 2023 | 20 |
Covenant Partners, LLC | 20 | 20 | 5.16% | 6.63% | 14.54% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.50% | 0.87% | 1.38% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.14% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.13% | 0.27% | 0.35% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.04% | 0.39% | 0.84% | Q4 2018 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 1.49% | 5.15% | 15.13% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 6.90% | 11.63% | 20.31% | Q4 2018 | Q3 2023 | 20 |
Kavar Capital Partners, LLC | 15 | 2 | 0.03% | 0.12% | 0.17% | Q4 2013 | Q3 2020 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.05% | 0.16% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.06% | 0.19% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.11% | 0.22% | 0.37% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.08% | 0.16% | 0.58% | Q4 2017 | Q3 2022 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.07% | 0.20% | 0.50% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.08% | 0.15% | 0.31% | Q4 2017 | Q4 2022 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.86% | 1.01% | 1.29% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.35% | 0.47% | 0.66% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 1.38% | 2.14% | 3.12% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.47% | 0.93% | 1.43% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.05% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
MONTAG A & ASSOCIATES INC | 20 | 20 | 0.43% | 0.62% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.68% | 1.07% | 1.96% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.27% | 0.52% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Ferris Capital, LLC | 20 | 20 | 0.36% | 1.77% | 2.55% | Q2 2017 | Q1 2022 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.95% | 1.24% | 1.48% | Q4 2018 | Q3 2023 | 20 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 20 | 20 | 0.47% | 0.89% | 1.55% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.06% | 1.52% | 4.70% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 1.46% | 2.34% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.01% | 0.73% | 2.04% | Q4 2018 | Q3 2023 | 20 |
FundX Investment Group, LLC | 8 | 5 | 0.04% | 4.90% | 21.58% | Q1 2015 | Q4 2021 | 20 |
CX Institutional | 20 | 20 | 0.01% | 0.51% | 1.54% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.08% | 0.16% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.55% | 1.22% | 2.36% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.50% | 0.65% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.22% | 0.42% | Q2 2013 | Q1 2017 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Wellington Shields Capital Management, LLC | 20 | 20 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q1 2022 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 1.62% | 2.52% | 3.75% | Q4 2016 | Q3 2021 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.46% | 0.63% | 0.75% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.17% | 0.32% | 0.72% | Q4 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 1.43% | 4.62% | 9.96% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.26% | 0.46% | 0.99% | Q4 2018 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.20% | 0.27% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.46% | 0.55% | 0.63% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.07% | 0.23% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.24% | 0.42% | 0.60% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 1.43% | 1.96% | 2.37% | Q4 2016 | Q3 2021 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.27% | 0.50% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Avidian Wealth Solutions, LLC | 20 | 20 | 1.72% | 2.78% | 4.05% | Q4 2018 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 6.61% | 7.36% | 8.18% | Q2 2013 | Q1 2018 | 20 |
Hardy Reed LLC | 20 | 20 | 2.19% | 3.07% | 4.14% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.83% | 2.60% | 4.71% | Q4 2018 | Q3 2023 | 20 |
TORRAY INVESTMENT PARTNERS LLC | 20 | 20 | 0.04% | 0.09% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CCG WEALTH MANAGEMENT, LLC | 20 | 20 | 0.67% | 0.92% | 1.48% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.10% | 0.27% | 0.66% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.40% | 1.58% | 4.29% | Q4 2018 | Q3 2023 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.09% | 0.28% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Versant Capital Management, Inc | 13 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2023 | 20 |
CASTLEARK MANAGEMENT LLC | 20 | 20 | 0.04% | 0.08% | 0.15% | Q4 2014 | Q3 2019 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.64% | 1.45% | 3.61% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.49% | 0.66% | 0.78% | Q4 2015 | Q3 2020 | 20 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 20 | 20 | 0.04% | 0.08% | 0.13% | Q2 2016 | Q1 2021 | 20 |
HANCOCK WHITNEY CORP | 20 | 20 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Legacy Private Trust Co. | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
DARRELL & KING LLC | 16 | 4 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q4 2020 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.15% | 0.24% | 0.35% | Q4 2018 | Q3 2023 | 20 |
First PREMIER Bank | 20 | 20 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.18% | 4.02% | 8.18% | Q4 2018 | Q3 2023 | 20 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 19 | 1 | 0.00% | 0.06% | 0.17% | Q2 2010 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.10% | 0.25% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Formidable Asset Management, LLC | 14 | 3 | 0.07% | 0.10% | 0.25% | Q1 2017 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.16% | 5.54% | 10.07% | Q4 2018 | Q3 2023 | 20 |
Paracle Advisors, LLC | 19 | 1 | 0.12% | 0.34% | 0.51% | Q1 2016 | Q1 2021 | 20 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.13% | 0.32% | Q3 2015 | Q4 2022 | 20 |
IRON Financial LLC | 19 | 1 | 0.11% | 0.30% | 2.82% | Q1 2015 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.37% | 0.57% | 0.80% | Q4 2018 | Q3 2023 | 20 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 1 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2021 | 20 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.14% | 0.18% | 0.22% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.11% | 0.69% | 5.06% | Q2 2013 | Q4 2017 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.14% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 19 |
ARS Investment Partners, LLC | 13 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.06% | 0.16% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Buffington Mohr McNeal | 19 | 19 | 0.19% | 0.23% | 0.30% | Q3 2018 | Q1 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.68% | 1.22% | 1.65% | Q2 2013 | Q4 2017 | 19 |
McAdam, LLC | 11 | 3 | 0.03% | 0.12% | 0.33% | Q1 2018 | Q3 2023 | 19 |
SlateStone Wealth, LLC | 19 | 19 | 1.08% | 1.91% | 3.18% | Q1 2019 | Q3 2023 | 19 |
GIRARD PARTNERS LTD. | 18 | 1 | 0.04% | 0.11% | 0.18% | Q2 2014 | Q3 2019 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
INVERNESS COUNSEL LLC /NY/ | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2022 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.07% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 19 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 17 | 2 | 2.03% | 2.86% | 3.72% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.38% | 0.99% | 2.72% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.09% | 0.16% | 0.46% | Q4 2017 | Q2 2022 | 19 |
Beech Hill Advisors, Inc. | 15 | 4 | 0.12% | 0.14% | 0.26% | Q1 2017 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 15 | 1 | 0.03% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 19 |
Peachtree Investment Partners, LLC | 19 | 19 | 0.16% | 0.35% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Royal Fund Management, LLC | 14 | 1 | 0.05% | 0.15% | 0.46% | Q4 2016 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.47% | 1.08% | 1.54% | Q4 2018 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.15% | 0.31% | 0.54% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.32% | 1.28% | 1.95% | Q4 2017 | Q2 2022 | 19 |
Global Strategic Investment Solutions, LLC | 18 | 1 | 0.09% | 0.67% | 1.42% | Q4 2018 | Q3 2023 | 19 |
SVA Wealth Management, LLC | 16 | 1 | 0.03% | 0.05% | 0.10% | Q1 2015 | Q4 2020 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.34% | 0.50% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 1.33% | 2.46% | 3.66% | Q1 2019 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 2.06% | 3.92% | 7.40% | Q4 2018 | Q2 2023 | 19 |
Litman Gregory Wealth Management LLC | 18 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q4 2021 | 19 |
Realta Investment Advisors | 19 | 19 | 0.01% | 0.08% | 0.25% | Q1 2019 | Q3 2023 | 19 |
TEACHERS ADVISORS, LLC | 16 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2018 | 19 |
Armor Investment Advisors, LLC | 19 | 19 | 0.13% | 0.21% | 0.28% | Q4 2016 | Q2 2021 | 19 |
STATE STREET CORP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
PRIVATE CAPITAL MANAGEMENT LLC | 19 | 19 | 0.18% | 0.32% | 0.44% | Q1 2019 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.02% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.19% | 0.79% | 1.92% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.29% | 0.89% | 1.24% | Q1 2019 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.24% | 0.38% | 0.49% | Q1 2019 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.14% | 0.35% | 0.44% | Q1 2018 | Q3 2023 | 19 |
Partnervest Advisory Services LLC | 13 | 6 | 0.02% | 1.30% | 2.70% | Q2 2013 | Q4 2018 | 19 |
BANK OF STOCKTON | 19 | 19 | 0.09% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.09% | 0.29% | 0.41% | Q1 2019 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.31% | 0.66% | 0.93% | Q2 2013 | Q4 2017 | 19 |
Arden Trust Co | 19 | 19 | 0.07% | 0.36% | 0.92% | Q2 2019 | Q4 2023 | 19 |
Titus Wealth Management | 19 | 19 | 2.61% | 3.12% | 3.61% | Q4 2017 | Q2 2022 | 19 |
EVERMAY WEALTH MANAGEMENT LLC | 19 | 19 | 0.08% | 0.14% | 0.32% | Q1 2019 | Q3 2023 | 19 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.14% | 0.36% | Q1 2014 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 4.48% | 6.08% | 8.21% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.09% | 0.23% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Venturi Wealth Management, LLC | 10 | 9 | 0.03% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 19 |
Laurel Wealth Advisors, Inc. | 19 | 19 | 0.09% | 0.24% | 0.49% | Q2 2018 | Q4 2022 | 19 |
OXFORD FINANCIAL GROUP, LTD. LLC | 19 | 19 | 0.10% | 0.29% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Insight Wealth Strategies, LLC | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Donald L. Hagan, LLC | 19 | 19 | 0.26% | 6.27% | 12.02% | Q4 2014 | Q2 2019 | 19 |
Abbot Financial Management, Inc. | 18 | 18 | 0.12% | 0.17% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Independence Advisors, LLC | 18 | 18 | 10.34% | 11.94% | 13.64% | Q2 2016 | Q3 2020 | 18 |
LBMC INVESTMENT ADVISORS, LLC | 14 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q1 2019 | 18 |
BlueSky Wealth Advisors, LLC | 18 | 18 | 0.08% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Strategic Advisors LLC | 16 | 1 | 0.04% | 0.18% | 0.48% | Q1 2016 | Q4 2021 | 18 |
Clear Perspective Advisors, LLC | 18 | 18 | 0.08% | 0.25% | 0.45% | Q3 2017 | Q4 2021 | 18 |
HWG Holdings LP | 7 | 1 | 0.00% | 5.30% | 13.27% | Q1 2017 | Q4 2022 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.07% | 0.37% | 0.97% | Q2 2013 | Q3 2017 | 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 18 |
Strategic Wealth Partners, Ltd. | 17 | 1 | 0.01% | 1.74% | 7.28% | Q1 2018 | Q1 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.16% | 4.15% | 7.53% | Q2 2019 | Q3 2023 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 18 |
Baker Ellis Asset Management LLC | 12 | 6 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q2 2019 | 18 |
Paradigm Financial Advisors, LLC | 15 | 3 | 0.05% | 0.20% | 0.31% | Q1 2014 | Q4 2021 | 18 |
Sepio Capital, LP | 17 | 1 | 0.04% | 0.32% | 1.26% | Q1 2019 | Q3 2023 | 18 |
TOWNSQUARE CAPITAL LLC | 18 | 18 | 0.02% | 0.18% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 15 | 1 | 0.03% | 0.08% | 0.40% | Q2 2014 | Q3 2023 | 18 |
PRW Wealth Management LLC | 16 | 1 | 0.42% | 1.02% | 2.11% | Q4 2018 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.61% | 0.71% | 0.84% | Q2 2019 | Q3 2023 | 18 |
Clear Creek Financial Management, LLC | 18 | 18 | 0.15% | 0.39% | 1.69% | Q2 2019 | Q3 2023 | 18 |
Chesapeake Wealth Management | 17 | 1 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q2 2023 | 18 |
Sands Capital Management | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.96% | 1.34% | 2.02% | Q2 2013 | Q1 2019 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.75% | 0.95% | 1.18% | Q2 2019 | Q3 2023 | 18 |
Full Sail Capital, LLC | 17 | 1 | 0.05% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.40% | 0.62% | 0.93% | Q2 2019 | Q3 2023 | 18 |
Legacy Wealth Management, Inc | 14 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 18 |
Private Vista, LLC | 10 | 8 | 0.65% | 1.13% | 2.82% | Q4 2015 | Q2 2020 | 18 |
Portfolio Strategies, Inc. | 12 | 3 | 0.04% | 1.31% | 4.91% | Q4 2017 | Q3 2023 | 18 |
Sabal Trust CO | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.95% | 1.89% | 2.85% | Q1 2016 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.26% | 0.84% | 1.26% | Q2 2013 | Q3 2017 | 18 |
Family Firm, Inc. | 14 | 1 | 0.08% | 0.10% | 0.23% | Q3 2016 | Q3 2023 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 5 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.35% | 0.91% | 1.43% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 2.63% | 3.21% | 3.66% | Q2 2013 | Q3 2017 | 18 |
Stonehearth Capital Management, LLC | 13 | 5 | 0.21% | 0.45% | 4.07% | Q4 2014 | Q4 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.26% | 0.66% | Q3 2015 | Q4 2019 | 18 |
Beirne Wealth Consulting Services, LLC | 18 | 18 | 0.21% | 1.20% | 2.01% | Q4 2018 | Q1 2023 | 18 |
HCR Wealth Advisors | 16 | 1 | 0.07% | 0.09% | 0.20% | Q4 2018 | Q2 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.33% | 0.41% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.03% | 0.05% | 0.22% | Q1 2019 | Q2 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Texan Capital Management | 13 | 4 | 0.16% | 0.69% | 1.98% | Q2 2013 | Q4 2017 | 17 |
Eldridge Investment Advisors, Inc. | 17 | 17 | 0.15% | 0.27% | 0.38% | Q3 2019 | Q3 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 17 |
Paragon Wealth Strategies, LLC | 8 | 4 | 0.55% | 6.44% | 12.11% | Q4 2018 | Q4 2023 | 17 |
Taylor Hoffman Wealth Management | 17 | 17 | 0.08% | 0.18% | 0.23% | Q4 2017 | Q4 2021 | 17 |
TrinityPoint Wealth, LLC | 14 | 1 | 0.07% | 0.09% | 0.27% | Q4 2018 | Q3 2023 | 17 |
Wealthquest Corp | 14 | 1 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 17 |
Lipe & Dalton | 17 | 17 | 0.14% | 0.32% | 0.96% | Q2 2013 | Q2 2017 | 17 |
WOODMONT INVESTMENT COUNSEL LLC | 17 | 17 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 8 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
TEXAS CAPITAL BANCSHARES INC/TX | 14 | 3 | 0.17% | 0.26% | 0.41% | Q2 2019 | Q3 2023 | 17 |
ADELL HARRIMAN & CARPENTER INC | 13 | 1 | 0.03% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 17 |
HEADINVEST, LLC | 17 | 17 | 0.05% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 17 |
Janney Capital Management LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.00% | 0.10% | 0.29% | Q4 2013 | Q4 2017 | 17 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Regis Management CO LLC | 14 | 1 | 0.03% | 0.13% | 0.32% | Q3 2016 | Q3 2023 | 17 |
Tolleson Wealth Management, Inc. | 17 | 17 | 1.23% | 1.85% | 2.78% | Q3 2019 | Q3 2023 | 17 |
Midwest Professional Planners, LTD. | 7 | 1 | 0.24% | 1.42% | 2.41% | Q4 2017 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.96% | 1.49% | 2.14% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q2 2017 | 17 |
LVM CAPITAL MANAGEMENT LTD/MI | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Ridgewood Investments LLC | 17 | 17 | 0.33% | 0.37% | 0.46% | Q4 2016 | Q4 2020 | 17 |
Kingfisher Capital LLC | 14 | 1 | 0.06% | 0.10% | 0.32% | Q3 2018 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.15% | 0.30% | Q3 2019 | Q3 2023 | 17 |
BOSTON FAMILY OFFICE LLC | 14 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 17 |
MainStreet Investment Advisors LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 17 |
Rafferty Asset Management, LLC | 14 | 1 | 0.04% | 0.23% | 0.46% | Q2 2013 | Q2 2022 | 17 |
Tower View Wealth Management LLC | 11 | 6 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 17 |
RFG Advisory, LLC | 12 | 1 | 0.04% | 0.25% | 0.48% | Q3 2018 | Q3 2023 | 16 |
Compton Wealth Advisory Group, LLC | 16 | 16 | 0.20% | 0.31% | 0.50% | Q4 2019 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 10.68% | 12.25% | 14.40% | Q4 2019 | Q3 2023 | 16 |
Graves Light Lenhart Wealth, Inc. | 14 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Next Capital Management LLC | 14 | 2 | 0.23% | 0.75% | 2.10% | Q1 2019 | Q3 2023 | 16 |
Laurel Wealth Advisors LLC | 9 | 7 | 0.03% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 16 |
Nationwide Fund Advisors | 7 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 16 |
CONDOR CAPITAL MANAGEMENT | 16 | 16 | 0.03% | 1.18% | 1.86% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.53% | 1.03% | 1.54% | Q4 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.14% | 0.61% | 1.68% | Q4 2019 | Q3 2023 | 16 |
S&T BANK/PA | 16 | 16 | 0.05% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.23% | 0.26% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Financial Engines Advisors L.L.C. | 15 | 1 | 0.00% | 0.03% | 0.17% | Q2 2018 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.27% | 0.69% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Frontier Wealth Management LLC | 16 | 16 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q1 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.08% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 16 |
MITCHELL CAPITAL MANAGEMENT CO | 16 | 16 | 0.12% | 0.81% | 1.53% | Q4 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 12 | 1 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q3 2021 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.11% | 0.33% | 1.39% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 2.47% | 4.68% | 5.99% | Q4 2019 | Q3 2023 | 16 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 16 | 16 | 3.26% | 4.51% | 5.61% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.44% | 0.50% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.58% | 1.00% | 1.35% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.92% | 1.66% | 3.39% | Q4 2019 | Q3 2023 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.34% | 0.89% | 1.80% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 5.55% | 6.34% | 7.42% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.74% | 2.27% | 3.51% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.74% | 1.29% | 1.97% | Q4 2019 | Q3 2023 | 16 |
FSA Wealth Management LLC | 16 | 16 | 15.81% | 20.54% | 24.43% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.08% | 0.79% | 1.54% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.34% | 0.78% | 1.17% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.65% | 0.87% | 1.19% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.53% | 1.00% | 1.48% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 3.90% | 5.79% | 11.41% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.32% | 0.37% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 2.52% | 3.48% | 4.68% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 1.50% | 3.39% | 5.65% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.06% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 3.81% | 4.04% | 4.58% | Q2 2013 | Q1 2017 | 16 |
EPG Wealth Management LLC | 16 | 16 | 1.63% | 2.64% | 4.28% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.17% | 0.42% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.09% | 0.97% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.02% | 1.03% | 3.76% | Q4 2019 | Q3 2023 | 16 |
Sterling Capital Management LLC | 16 | 16 | 0.01% | 0.05% | 0.53% | Q4 2015 | Q3 2019 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.12% | 0.33% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.21% | 0.43% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 1.15% | 1.41% | 1.66% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.00% | 3.61% | 4.42% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.19% | 0.44% | 1.60% | Q4 2019 | Q3 2023 | 16 |
First National Bank of Hutchinson | 16 | 16 | 0.19% | 0.45% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.76% | 1.02% | 1.47% | Q4 2019 | Q3 2023 | 16 |
Edgemoor Investment Advisors, Inc. | 7 | 2 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.70% | 1.14% | 1.55% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.83% | 0.91% | 1.10% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.52% | 0.82% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.24% | 0.52% | 0.75% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 1.00% | 2.21% | 3.90% | Q4 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.07% | 0.27% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.20% | 0.37% | 0.76% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 1.26% | 1.75% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Sunburst Financial Group, LLC | 16 | 16 | 4.53% | 8.60% | 13.54% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 15.98% | 19.73% | 23.62% | Q4 2019 | Q3 2023 | 16 |
BARINGS LLC | 12 | 1 | 0.07% | 2.44% | 5.20% | Q4 2013 | Q3 2020 | 16 |
JANUS HENDERSON GROUP PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.49% | 0.79% | 1.38% | Q4 2019 | Q3 2023 | 16 |
US FINANCIAL ADVISORS, LLC | 12 | 4 | 0.07% | 2.43% | 5.27% | Q1 2015 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.71% | 3.63% | 7.56% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.21% | 0.49% | 0.70% | Q4 2018 | Q3 2023 | 16 |
Hubbell Strickland Wealth Management, LLC | 16 | 16 | 0.17% | 0.35% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.05% | 0.21% | 0.47% | Q4 2019 | Q3 2023 | 16 |
REGENTATLANTIC CAPITAL LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2022 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.16% | 0.22% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 1.15% | 2.42% | 7.86% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Cedar Wealth Management, LLC | 16 | 16 | 0.07% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.25% | 0.31% | 0.42% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.83% | 1.25% | 1.83% | Q4 2019 | Q3 2023 | 16 |
INGALLS & SNYDER LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 3.04% | 3.39% | 3.89% | Q4 2019 | Q3 2023 | 16 |
MADISON INVESTMENT HOLDINGS INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ERn Financial, LLC | 16 | 16 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Legal & General Group Plc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FIRST HAWAIIAN BANK | 6 | 1 | 0.01% | 0.06% | 0.68% | Q2 2013 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.26% | 1.44% | 3.48% | Q4 2019 | Q3 2023 | 16 |
Jordan Park Group LLC | 6 | 3 | 0.05% | 0.18% | 0.56% | Q2 2018 | Q3 2023 | 16 |
Csenge Advisory Group | 14 | 1 | 0.03% | 0.06% | 0.20% | Q3 2017 | Q3 2023 | 16 |
ZWJ INVESTMENT COUNSEL INC | 12 | 1 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 3.84% | 5.93% | 9.61% | Q4 2017 | Q3 2021 | 16 |
Demars Financial Group, LLC | 16 | 16 | 0.73% | 5.22% | 8.48% | Q4 2019 | Q3 2023 | 16 |
Affiance Financial, LLC | 16 | 16 | 0.03% | 0.42% | 2.03% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.27% | 0.33% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.27% | 0.37% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 1.83% | 2.23% | 3.03% | Q4 2019 | Q3 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.38% | 0.57% | 0.81% | Q4 2017 | Q3 2021 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.06% | 0.16% | Q4 2018 | Q3 2022 | 16 |
HBW ADVISORY SERVICES LLC | 14 | 1 | 0.10% | 0.20% | 0.34% | Q4 2019 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.02% | 0.18% | 0.66% | Q4 2019 | Q3 2023 | 15 |
360 Financial, Inc. | 15 | 15 | 0.18% | 0.20% | 0.24% | Q4 2019 | Q2 2023 | 15 |
StoneX Group Inc. | 9 | 6 | 0.08% | 0.29% | 0.82% | Q2 2017 | Q4 2021 | 15 |
EPIQ PARTNERS, LLC | 15 | 15 | 1.96% | 2.82% | 4.56% | Q1 2020 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 1.91% | 2.24% | 2.73% | Q4 2019 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.22% | 0.33% | 1.10% | Q4 2019 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 1.54% | 2.74% | 3.84% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.41% | 0.51% | 0.63% | Q4 2017 | Q2 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Crewe Advisors LLC | 8 | 7 | 0.01% | 0.15% | 0.38% | Q4 2017 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.81% | 1.40% | 2.13% | Q1 2020 | Q3 2023 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 0.39% | 1.39% | 7.36% | Q4 2019 | Q3 2023 | 15 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.03% | 0.17% | Q2 2016 | Q3 2022 | 15 |
Stordahl Capital Management, Inc. | 14 | 1 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.13% | Q3 2016 | Q4 2023 | 15 |
CBIZ Investment Advisory Services, LLC | 9 | 6 | 0.05% | 0.32% | 1.98% | Q4 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.13% | 0.23% | 0.94% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.16% | 0.22% | 0.29% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.03% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 1.26% | 2.97% | 4.03% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q2 2021 | 15 |
BAINCO INTERNATIONAL INVESTORS | 11 | 1 | 0.03% | 0.06% | 0.15% | Q2 2014 | Q3 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.07% | 0.25% | 0.31% | Q2 2013 | Q4 2016 | 15 |
NBT BANK N A /NY | 14 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 15 | 15 | 0.12% | 0.38% | 0.83% | Q4 2019 | Q2 2023 | 15 |
Capital Bank & Trust Co | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.29% | 0.81% | 4.43% | Q4 2017 | Q2 2021 | 15 |
RMR Wealth Builders | 14 | 1 | 3.48% | 7.92% | 14.28% | Q4 2019 | Q3 2023 | 15 |
Broadleaf Partners, LLC | 14 | 1 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 15 |
KANALY TRUST CO | 15 | 15 | 9.15% | 10.09% | 12.25% | Q2 2013 | Q4 2016 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Barber Financial Group, Inc. | 10 | 5 | 0.04% | 0.45% | 2.76% | Q4 2016 | Q1 2023 | 15 |
Edgewood Management | 6 | 1 | 0.00% | 0.04% | 0.47% | Q4 2013 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.03% | 0.09% | 0.15% | Q1 2020 | Q4 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.12% | 0.34% | 1.20% | Q4 2019 | Q3 2023 | 15 |
MAIRS & POWER INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
BT Wealth Management LLC | 15 | 15 | 4.03% | 6.31% | 9.68% | Q4 2018 | Q2 2022 | 15 |
SENTINEL ASSET MANAGEMENT, INC. | 15 | 15 | 0.30% | 6.75% | 32.12% | Q4 2014 | Q2 2018 | 15 |
Hills Bank & Trust Co | 10 | 1 | 0.01% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 15 |
Total Clarity Wealth Management, Inc. | 14 | 1 | 0.01% | 2.21% | 4.76% | Q4 2019 | Q3 2023 | 15 |
Principle Wealth Partners LLC | 14 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Fort Point Capital Partners LLC | 8 | 2 | 0.04% | 0.09% | 0.22% | Q4 2013 | Q1 2022 | 15 |
Connecticut Wealth Management, LLC | 10 | 1 | 0.51% | 0.72% | 0.91% | Q2 2019 | Q3 2023 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 15 |
ESL Trust Services, LLC | 15 | 15 | 0.11% | 0.15% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Cornerstone Wealth Group, LLC | 15 | 15 | 0.04% | 0.67% | 1.64% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.30% | 0.32% | 0.34% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.36% | 0.46% | 0.52% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
ARGI Investment Services, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2022 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.10% | 0.21% | 0.33% | Q1 2020 | Q3 2023 | 15 |
DENVER INVESTMENT ADVISORS LLC | 14 | 1 | 0.00% | 0.20% | 0.35% | Q4 2013 | Q1 2018 | 15 |
Murphy Pohlad Asset Management LLC | 15 | 15 | 0.55% | 0.59% | 0.64% | Q2 2013 | Q4 2016 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.07% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
FCA CORP /TX | 14 | 1 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.40% | 0.75% | 1.02% | Q4 2019 | Q3 2023 | 15 |
FORT PITT CAPITAL GROUP, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.14% | 0.61% | 1.12% | Q2 2013 | Q4 2016 | 15 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 5.14% | 6.73% | 8.39% | Q1 2020 | Q3 2023 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q2 2019 | 15 |
HAYS ADVISORY LLC | 14 | 1 | 0.26% | 1.01% | 3.60% | Q4 2014 | Q3 2018 | 15 |
HC Advisors, LLC | 14 | 1 | 0.32% | 0.36% | 0.41% | Q4 2019 | Q3 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.30% | 0.42% | 0.55% | Q1 2020 | Q3 2023 | 15 |
LWS Wealth Advisors, Inc. | 15 | 15 | 0.10% | 0.33% | 0.43% | Q4 2019 | Q2 2023 | 15 |
Bison Wealth, LLC | 11 | 2 | 0.05% | 0.39% | 0.76% | Q1 2015 | Q3 2023 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 9.17% | 10.82% | 11.93% | Q1 2020 | Q3 2023 | 15 |
Wilshire Advisors LLC | 15 | 15 | 1.71% | 2.53% | 3.94% | Q1 2017 | Q3 2020 | 15 |
Royal Harbor Partners, LLC | 11 | 4 | 0.14% | 0.19% | 0.27% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
WESPAC Advisors SoCal, LLC | 6 | 2 | 0.02% | 0.20% | 0.78% | Q4 2017 | Q2 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.04% | 0.18% | 0.46% | Q2 2013 | Q3 2016 | 14 |
Hanson & Doremus Investment Management | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 14 |
Tiller Private Wealth, Inc. | 6 | 1 | 0.12% | 0.17% | 0.45% | Q1 2017 | Q3 2023 | 14 |
Quadrant Private Wealth Management, LLC | 10 | 4 | 0.37% | 0.61% | 1.06% | Q1 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q1 2022 | 14 |
RPg Family Wealth Advisory, LLC | 7 | 1 | 0.08% | 0.53% | 1.69% | Q1 2016 | Q3 2023 | 14 |
Peninsula Wealth, LLC | 8 | 1 | 0.10% | 0.12% | 0.14% | Q3 2018 | Q3 2023 | 14 |
Executive Wealth Management, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BANK OF HAWAII | 14 | 14 | 0.01% | 0.10% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.32% | 4.08% | 7.07% | Q4 2019 | Q1 2023 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.39% | 0.50% | 0.62% | Q4 2019 | Q1 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Advisory Group, Inc. | 7 | 1 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q1 2021 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.11% | 0.19% | 0.35% | Q4 2019 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.27% | 1.22% | Q2 2016 | Q3 2023 | 14 |
ROBERTS GLORE & CO INC /IL/ | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Hanlon Investment Management, Inc. | 10 | 4 | 0.02% | 0.13% | 0.48% | Q4 2014 | Q4 2019 | 14 |
TRUST CO OF VIRGINIA /VA | 14 | 14 | 0.12% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Bell Rock Capital LLC | 13 | 1 | 0.00% | 0.03% | 0.34% | Q4 2016 | Q2 2022 | 14 |
Campbell Wealth Management | 8 | 1 | 0.03% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.69% | 1.06% | 1.37% | Q4 2013 | Q1 2017 | 14 |
Compagnie Lombard Odier SCmA | 12 | 2 | 0.00% | 0.03% | 0.17% | Q4 2013 | Q2 2017 | 14 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 14 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.03% | 0.17% | Q1 2014 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 12 | 1 | 0.07% | 0.29% | 0.55% | Q2 2019 | Q3 2023 | 14 |
Squarepoint Ops LLC | 6 | 1 | 0.01% | 0.23% | 1.35% | Q1 2016 | Q3 2022 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 14 |
STOCK YARDS BANK & TRUST CO | 13 | 1 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 14 |
Zuckerman Investment Group, LLC | 14 | 14 | 0.15% | 0.34% | 0.46% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 0.09% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Advisory Resource Group | 8 | 6 | 0.27% | 0.92% | 1.18% | Q3 2019 | Q3 2023 | 14 |
FIDUCIARY TRUST INTERNATIONAL LLC | 14 | 14 | 0.07% | 0.21% | 0.38% | Q4 2013 | Q1 2017 | 14 |
Clarkston Capital Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 11 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 14 |
BRAVE ASSET MANAGEMENT INC | 12 | 1 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q4 2017 | 14 |
55I, LLC | 14 | 14 | 0.04% | 0.31% | 1.04% | Q2 2019 | Q3 2022 | 14 |
S.E.E.D. Planning Group LLC | 14 | 14 | 0.20% | 0.29% | 0.42% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.29% | 0.57% | 0.85% | Q4 2018 | Q1 2022 | 14 |
Qube Research & Technologies Ltd | 9 | 2 | 0.00% | 0.36% | 3.23% | Q4 2019 | Q3 2023 | 14 |
United Asset Strategies, Inc. | 14 | 14 | 0.04% | 0.15% | 0.27% | Q3 2017 | Q4 2020 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Twin Tree Management, LP | 6 | 5 | 0.01% | 0.16% | 0.43% | Q4 2019 | Q3 2022 | 14 |
ELEMENT POINTE ADVISORS, LLC | 14 | 14 | 0.11% | 0.43% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Monument Capital Management | 14 | 14 | 0.08% | 0.37% | 1.19% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q1 2016 | Q2 2019 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.24% | 0.31% | 0.40% | Q1 2020 | Q2 2023 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.00% | 0.08% | 0.23% | Q2 2018 | Q3 2023 | 14 |
TRAIN BABCOCK ADVISORS LLC | 7 | 1 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q4 2017 | 13 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.42% | 1.53% | Q2 2014 | Q1 2020 | 13 |
Steinberg Global Asset Management | 13 | 13 | 0.05% | 0.07% | 0.10% | Q1 2016 | Q1 2019 | 13 |
Avior Wealth Management, LLC | 9 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 13 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 13 | 13 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.05% | 0.17% | 0.34% | Q1 2013 | Q3 2023 | 13 |
Vectors Research Management, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
Checchi Capital Advisers, LLC | 7 | 1 | 0.03% | 0.05% | 0.14% | Q4 2015 | Q2 2023 | 13 |
Zions Bancorporation | 13 | 13 | 1.03% | 4.25% | 5.67% | Q1 2015 | Q1 2018 | 13 |
Stegner Investment Associates Inc. | 13 | 13 | 0.94% | 1.74% | 3.01% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.13% | 0.20% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Venture Visionary Partners LLC | 12 | 1 | 0.07% | 0.59% | 0.86% | Q4 2019 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 1.41% | 1.84% | 2.07% | Q2 2013 | Q2 2016 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 1.92% | 5.56% | 7.57% | Q4 2013 | Q4 2016 | 13 |
ORSER CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.70% | 1.01% | 1.60% | Q3 2020 | Q3 2023 | 13 |
Darwin Wealth Management, LLC | 12 | 1 | 0.06% | 0.26% | 0.56% | Q1 2020 | Q3 2023 | 13 |
Independence Wealth Advisors, Inc. | 13 | 13 | 5.47% | 8.66% | 17.13% | Q4 2017 | Q4 2020 | 13 |
IFG Advisors, LLC | 13 | 13 | 0.14% | 0.25% | 0.48% | Q3 2020 | Q3 2023 | 13 |
FIRST AMERICAN TRUST, FSB | 8 | 1 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 13 |
BAILARD, INC. | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.11% | 0.17% | 0.34% | Q3 2020 | Q3 2023 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 1 | 0.16% | 0.22% | 0.67% | Q1 2020 | Q3 2023 | 13 |
Kelman-Lazarov, Inc. | 11 | 2 | 0.05% | 0.13% | 0.18% | Q1 2016 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 11 | 2 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2017 | 13 |
Silicon Valley Capital Partners | 13 | 13 | 0.15% | 0.18% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Centerpoint Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 1.80% | 2.13% | 2.59% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.18% | 0.33% | 0.52% | Q2 2013 | Q2 2016 | 13 |
ARGUS INVESTORS' COUNSEL, INC. | 13 | 13 | 0.15% | 0.49% | 0.61% | Q3 2020 | Q3 2023 | 13 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.30% | 0.39% | 0.55% | Q3 2020 | Q3 2023 | 13 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.20% | 0.88% | Q3 2013 | Q4 2022 | 13 |
HMS Capital Management, LLC | 10 | 3 | 0.36% | 0.74% | 1.83% | Q1 2018 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.10% | 0.12% | 0.13% | Q3 2018 | Q3 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.40% | 0.53% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 1.74% | 2.19% | 3.49% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 1.14% | 1.42% | 1.61% | Q3 2020 | Q3 2023 | 13 |
RB Capital Management, LLC | 13 | 13 | 0.08% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Strategic Blueprint, LLC | 10 | 3 | 0.03% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 13 |
KCS Wealth Advisory | 12 | 1 | 0.07% | 0.16% | 0.22% | Q2 2019 | Q2 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
GFS Advisors, LLC | 13 | 13 | 0.05% | 0.13% | 0.34% | Q2 2013 | Q2 2016 | 13 |
DAGCO, INC. | 13 | 13 | 0.24% | 0.40% | 0.50% | Q3 2020 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 13 |
Weyland Capital Management, LLC | 13 | 13 | 56.18% | 61.86% | 73.28% | Q2 2013 | Q2 2016 | 13 |
OmniStar Financial Group, Inc. | 13 | 13 | 0.18% | 0.34% | 0.49% | Q4 2017 | Q4 2020 | 13 |
Ackerman Capital Advisors, LLC | 9 | 2 | 0.15% | 0.22% | 0.31% | Q3 2019 | Q3 2023 | 13 |
PHH Investments, Ltd. | 13 | 13 | 6.66% | 12.07% | 26.19% | Q4 2016 | Q4 2019 | 13 |
Avestar Capital, LLC | 11 | 2 | 0.08% | 0.44% | 0.92% | Q4 2017 | Q4 2021 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Fairhaven Wealth Management, LLC | 11 | 2 | 0.59% | 0.84% | 1.04% | Q2 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.09% | 0.22% | 0.47% | Q3 2020 | Q3 2023 | 13 |
J.Safra Asset Management Corp | 8 | 2 | 0.14% | 1.76% | 9.12% | Q3 2016 | Q3 2023 | 13 |
Allred Capital Management, LLC | 13 | 13 | 0.37% | 0.54% | 0.77% | Q4 2018 | Q4 2021 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.58% | 1.14% | 1.50% | Q4 2018 | Q4 2021 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.19% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.10% | 0.14% | 0.17% | Q1 2018 | Q1 2021 | 13 |
Gemmer Asset Management LLC | 11 | 2 | 0.00% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 13 |
OUTFITTER ADVISORS, LTD. | 11 | 2 | 0.08% | 0.09% | 0.14% | Q1 2015 | Q2 2018 | 13 |
BARING ASSET MANAGEMENT Ltd | 13 | 13 | 1.07% | 3.88% | 5.89% | Q3 2014 | Q3 2017 | 13 |
St. Johns Investment Management Company, LLC | 13 | 13 | 0.00% | 0.08% | 0.13% | Q1 2014 | Q1 2017 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.08% | 0.15% | 0.22% | Q1 2020 | Q1 2023 | 13 |
Soltis Investment Advisors LLC | 13 | 13 | 0.05% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 0.22% | 0.25% | 0.29% | Q4 2018 | Q4 2021 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.33% | 0.41% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 13 |
ROMAN BUTLER FULLERTON & CO | 8 | 2 | 0.12% | 0.87% | 2.62% | Q4 2018 | Q3 2023 | 13 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.54% | 0.60% | 0.68% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 4.64% | 6.52% | 9.56% | Q4 2019 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 2.95% | 3.20% | 3.59% | Q4 2019 | Q3 2022 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.50% | 0.67% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q4 2020 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 1.75% | 2.27% | 2.81% | Q4 2020 | Q3 2023 | 12 |
PEAK FINANCIAL ADVISORS LLC | 12 | 12 | 0.21% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.25% | 0.32% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.25% | 0.34% | 0.49% | Q4 2020 | Q3 2023 | 12 |
CVA Family Office, LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q1 2016 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 1.94% | 2.51% | 2.95% | Q4 2020 | Q3 2023 | 12 |
Investment Research & Advisory Group, Inc. | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PALLADIEM, LLC | 12 | 12 | 0.40% | 0.64% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.25% | 1.08% | 1.64% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CONNABLE OFFICE INC | 5 | 3 | 0.04% | 0.11% | 0.40% | Q2 2013 | Q4 2021 | 12 |
Newton One Investments LLC | 12 | 12 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.37% | 1.30% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.96% | 2.03% | 2.94% | Q4 2020 | Q3 2023 | 12 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 12 | 12 | 0.01% | 0.03% | 0.21% | Q2 2013 | Q1 2016 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.40% | 0.46% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.27% | 0.34% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 7.69% | 8.69% | 9.87% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.24% | 0.35% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Alcosta Capital Management, Inc. | 12 | 12 | 0.04% | 0.43% | 2.72% | Q4 2020 | Q3 2023 | 12 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 8 | 4 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q4 2021 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 0.29% | 0.45% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Trexquant Investment LP | 10 | 1 | 0.01% | 0.11% | 0.34% | Q3 2019 | Q2 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 1.11% | 2.30% | 6.00% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.10% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.02% | 0.08% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.53% | 0.74% | 0.93% | Q4 2020 | Q3 2023 | 12 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.25% | 0.62% | 1.54% | Q3 2017 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.34% | 0.79% | 1.67% | Q4 2020 | Q3 2023 | 12 |
BECKER CAPITAL MANAGEMENT INC | 9 | 3 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 12 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.25% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
CHEMUNG CANAL TRUST CO | 9 | 1 | 0.05% | 0.14% | 0.37% | Q2 2018 | Q4 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 1.56% | 1.78% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.37% | 0.48% | 0.65% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.38% | 0.52% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Wharton Business Group, LLC | 8 | 4 | 0.04% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 12 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.30% | 0.45% | 0.71% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.13% | 0.19% | 0.27% | Q4 2018 | Q3 2021 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q1 2022 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.16% | 0.49% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.01% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.37% | 0.44% | 0.54% | Q4 2020 | Q3 2023 | 12 |
GFG Capital, LLC | 10 | 2 | 0.13% | 0.64% | 2.79% | Q4 2019 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 3.14% | 3.96% | 5.24% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 5.83% | 6.32% | 6.64% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.33% | 0.57% | 0.99% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.38% | 0.55% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Merit Financial Group, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.46% | 1.71% | 1.93% | Q2 2013 | Q1 2016 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 0.34% | 0.54% | 0.76% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.32% | 0.38% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Benchmark Financial Wealth Advisors, LLC | 12 | 12 | 0.25% | 0.35% | 0.56% | Q4 2020 | Q3 2023 | 12 |
ASHFORD CAPITAL MANAGEMENT INC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.26% | 0.49% | 0.78% | Q4 2019 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.14% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.38% | 0.54% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Columbus Macro, LLC | 7 | 1 | 0.06% | 0.28% | 0.66% | Q4 2017 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.17% | 0.30% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Parker Investment Management, LLC | 7 | 2 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 1.92% | 2.21% | 2.48% | Q4 2020 | Q3 2023 | 12 |
Verus Financial Partners, Inc. | 12 | 12 | 0.08% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 0.40% | 0.50% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 4.48% | 4.91% | 5.32% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 1.21% | 1.69% | 2.00% | Q2 2020 | Q1 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.14% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
First National Bank of South Miami | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.07% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Trilogy Capital Inc. | 8 | 1 | 0.01% | 0.20% | 1.75% | Q1 2018 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.22% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.52% | 0.60% | 0.72% | Q4 2020 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.04% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 10.86% | 14.95% | 17.95% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 11 | 1 | 0.06% | 0.36% | 1.26% | Q2 2020 | Q3 2023 | 12 |
Hoese & Co LLP | 12 | 12 | 1.71% | 2.00% | 2.49% | Q1 2021 | Q4 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.04% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.22% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.21% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.13% | 0.22% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.32% | 0.77% | 1.45% | Q4 2015 | Q3 2018 | 12 |
Van Hulzen Asset Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q4 2020 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.09% | 0.17% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.88% | 1.16% | 1.57% | Q4 2020 | Q3 2023 | 12 |
PBMares Wealth Management LLC | 12 | 12 | 0.19% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.08% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CWA Asset Management Group, LLC | 8 | 2 | 0.02% | 0.07% | 0.17% | Q2 2018 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.13% | 0.61% | 4.57% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 2.26% | 2.71% | 3.27% | Q4 2020 | Q3 2023 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Your Advocates Ltd., LLP | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Lourd Capital, LLC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q2 2019 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.12% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 11 |
Tactical Allocation Group LLC | 8 | 3 | 0.09% | 11.50% | 18.99% | Q2 2013 | Q2 2016 | 11 |
RVW Wealth, LLC | 11 | 11 | 0.00% | 0.10% | 0.19% | Q2 2021 | Q4 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 1.99% | 3.38% | 5.67% | Q4 2019 | Q2 2023 | 11 |
SteelPeak Wealth, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 11 |
MATRIX ASSET ADVISORS INC/NY | 11 | 11 | 0.04% | 0.28% | 0.57% | Q1 2021 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.22% | 0.25% | 0.30% | Q3 2019 | Q1 2022 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.49% | 1.40% | 2.64% | Q1 2019 | Q3 2021 | 11 |
FIRST MERCHANTS CORP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Newbrook Capital Advisors LP | 8 | 1 | 0.76% | 1.87% | 4.04% | Q2 2020 | Q3 2023 | 11 |
B. Riley Financial, Inc. | 11 | 11 | 0.07% | 0.14% | 0.28% | Q1 2016 | Q3 2018 | 11 |
Alerus Investment Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.29% | 0.57% | 1.12% | Q1 2021 | Q3 2023 | 11 |
New England Professional Planning Group Inc. | 7 | 1 | 0.19% | 0.65% | 1.42% | Q4 2014 | Q4 2019 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q4 2020 | 11 |
PagnatoKarp Partners LLC | 11 | 11 | 0.05% | 0.13% | 0.26% | Q3 2017 | Q1 2020 | 11 |
Farmers National Bank | 9 | 2 | 0.04% | 0.10% | 0.12% | Q2 2016 | Q2 2019 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.18% | 0.43% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 0.20% | 0.29% | 0.38% | Q1 2021 | Q3 2023 | 11 |
FULTON BREAKEFIELD BROENNIMAN LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Bridgewater Wealth & Financial Management, LLC | 11 | 11 | 0.09% | 0.11% | 0.15% | Q4 2014 | Q2 2017 | 11 |
ADVISOR PARTNERS LLC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 11 |
TCG Advisory Services, LLC | 10 | 1 | 0.15% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Lionsbridge Wealth Management LLC | 7 | 1 | 0.15% | 0.24% | 0.30% | Q4 2019 | Q3 2023 | 11 |
RiverFront Investment Group, LLC | 11 | 11 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.21% | 0.45% | 0.60% | Q1 2021 | Q3 2023 | 11 |
American Money Management, LLC | 11 | 11 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 4.27% | 6.70% | 9.23% | Q4 2020 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 4.59% | 5.98% | 6.79% | Q4 2018 | Q2 2021 | 11 |
Providence First Trust Co | 11 | 11 | 0.16% | 1.30% | 1.76% | Q1 2021 | Q3 2023 | 11 |
Renaissance Investment Group LLC | 11 | 11 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q4 2015 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.82% | 1.87% | 3.09% | Q4 2018 | Q2 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.47% | 0.64% | 0.94% | Q4 2020 | Q3 2023 | 11 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 1.30% | 1.47% | 1.62% | Q1 2018 | Q3 2020 | 11 |
Salient Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Financial Enhancement Group LLC | 11 | 11 | 0.00% | 0.03% | 0.20% | Q3 2017 | Q1 2020 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.32% | 0.76% | 1.48% | Q4 2017 | Q2 2020 | 11 |
Cassia Capital Partners, LLC | 8 | 3 | 0.30% | 0.39% | 0.47% | Q4 2020 | Q3 2023 | 11 |
ORRSTOWN FINANCIAL SERVICES INC | 11 | 11 | 0.03% | 0.09% | 0.21% | Q3 2013 | Q1 2016 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Alamar Capital Management, LLC | 11 | 11 | 0.23% | 0.93% | 1.82% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 1.69% | 2.03% | 2.31% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.36% | 0.43% | 0.48% | Q4 2020 | Q2 2023 | 11 |
Farmers & Merchants Trust Co of Long Beach | 7 | 4 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.34% | 8.34% | 11.96% | Q4 2020 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.10% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.26% | 0.31% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.37% | 0.48% | 0.65% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 2.28% | 4.31% | 8.31% | Q2 2013 | Q4 2015 | 11 |
Poehling Capital Management, INC. | 11 | 11 | 0.11% | 0.14% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Kovitz Investment Group Partners, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.33% | 0.38% | 0.42% | Q4 2018 | Q2 2021 | 11 |
Curated Wealth Partners LLC | 9 | 2 | 0.05% | 0.40% | 1.26% | Q4 2020 | Q3 2023 | 11 |
Watchman Group, Inc. | 7 | 4 | 0.12% | 0.23% | 0.40% | Q4 2019 | Q3 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.13% | 0.17% | 0.19% | Q4 2019 | Q2 2022 | 11 |
OARSMAN CAPITAL, INC. | 10 | 1 | 0.12% | 0.16% | 0.20% | Q4 2015 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.12% | 0.25% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.59% | 5.39% | Q2 2013 | Q4 2019 | 11 |
Baugh & Associates, LLC | 7 | 1 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Columbia Asset Management | 6 | 2 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 11 |
VAN STRUM & TOWNE INC. | 9 | 2 | 0.14% | 0.17% | 0.20% | Q2 2018 | Q1 2021 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.29% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 11 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.11% | 0.49% | Q4 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DOW CHEMICAL CO /DE/ | 10 | 10 | 0.72% | 1.39% | 2.33% | Q3 2013 | Q4 2015 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q4 2019 | 10 |
BerganKDV Wealth Management, LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 10 |
Deane Retirement Strategies, Inc. | 10 | 10 | 0.65% | 1.10% | 3.17% | Q4 2014 | Q1 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
PROFESSIONAL ADVISORY SERVICES INC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Pachira Investments Inc. | 6 | 4 | 0.16% | 1.75% | 6.51% | Q4 2020 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.50% | 0.62% | 0.71% | Q4 2019 | Q1 2022 | 10 |
Fermata Advisors, LLC | 9 | 1 | 0.32% | 1.71% | 2.48% | Q1 2021 | Q3 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.02% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.04% | 0.06% | 0.06% | Q4 2018 | Q1 2021 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 1 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q3 2023 | 10 |
CHEMICAL BANK | 10 | 10 | 0.04% | 0.11% | 0.14% | Q1 2017 | Q2 2019 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.09% | 0.46% | Q1 2015 | Q2 2019 | 10 |
Charles Schwab Trust Co | 9 | 1 | 0.03% | 0.32% | 0.44% | Q2 2020 | Q3 2023 | 10 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.03% | 0.84% | 1.12% | Q3 2021 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 | 3 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 1 | 0.05% | 0.32% | 0.41% | Q2 2013 | Q4 2017 | 10 |
Higher Moment Capital LP | 5 | 5 | 2.39% | 16.26% | 46.20% | Q2 2014 | Q3 2018 | 10 |
Highwater Wealth Management, LLC | 6 | 4 | 2.04% | 3.49% | 4.16% | Q3 2016 | Q3 2019 | 10 |
Blue Fin Capital, Inc. | 10 | 10 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Angeles Investment Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q4 2021 | 10 |
Rossmore Private Capital | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q1 2020 | 10 |
PUZO MICHAEL J | 10 | 10 | 0.18% | 0.33% | 0.42% | Q2 2013 | Q3 2015 | 10 |
Diversified, LLC | 8 | 2 | 0.12% | 0.26% | 0.57% | Q4 2020 | Q3 2023 | 10 |
Wescott Financial Advisory Group, LLC | 10 | 10 | 0.26% | 0.41% | 0.81% | Q2 2021 | Q3 2023 | 10 |
Stratos Investment Management, LLC | 10 | 10 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Cornell Pochily Investment Advisors, Inc. | 10 | 10 | 0.12% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.14% | 0.21% | 0.43% | Q1 2018 | Q2 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Heartwood Wealth Advisors LLC | 7 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Faithward Advisors, LLC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Spectrum Management Group, LLC | 9 | 1 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q1 2019 | 10 |
ARBOR TRUST WEALTH ADVISORS, LLC | 9 | 1 | 0.18% | 0.29% | 0.34% | Q4 2019 | Q2 2022 | 10 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.05% | 0.19% | Q3 2018 | Q1 2023 | 10 |
SUMMIT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.14% | 0.17% | 0.20% | Q4 2013 | Q1 2016 | 10 |
Bank of New Hampshire | 10 | 10 | 0.20% | 0.23% | 0.26% | Q2 2021 | Q3 2023 | 10 |
EVERETT HARRIS & CO /CA/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.05% | 0.34% | 1.15% | Q2 2014 | Q1 2022 | 10 |
Grant Street Asset Management, Inc. | 8 | 2 | 0.05% | 0.30% | 0.57% | Q4 2020 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
InterOcean Capital, LLC | 9 | 1 | 0.02% | 0.10% | 0.12% | Q4 2014 | Q2 2018 | 10 |
Olympiad Research LP | 10 | 10 | 0.32% | 1.78% | 4.53% | Q1 2020 | Q2 2022 | 10 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
InterOcean Capital Group, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 10 |
WEALTHFRONT Corp | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2018 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.43% | 0.67% | 1.00% | Q4 2020 | Q1 2023 | 10 |
TANAKA CAPITAL MANAGEMENT INC | 10 | 10 | 0.05% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.27% | 0.37% | 0.48% | Q2 2021 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.05% | 0.06% | 0.13% | Q4 2017 | Q1 2020 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.05% | 0.42% | 1.42% | Q3 2019 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
D. SCOTT NEAL, INC. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q1 2018 | 10 |
Mattern Wealth Management LLC | 10 | 10 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 2.36% | 4.45% | 7.85% | Q3 2016 | Q4 2018 | 10 |
Enterprise Trust & Investment Co | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Ithaka Group | 2 | 1 | 0.02% | 0.28% | 1.02% | Q4 2014 | Q4 2022 | 10 |
CAMBIAR INVESTORS LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.10% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 6 | 1 | 0.10% | 0.33% | 0.85% | Q4 2019 | Q3 2023 | 10 |
Hayden Royal, LLC | 10 | 10 | 0.22% | 0.39% | 1.03% | Q3 2019 | Q4 2021 | 10 |
GM Advisory Group, LLC | 10 | 10 | 0.33% | 0.49% | 0.71% | Q2 2021 | Q3 2023 | 10 |
Lehman Financial Resources, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2022 | 10 |
Summit Financial, LLC | 10 | 10 | 0.08% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Stewardship Financial Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2021 | 10 |
SP Asset Management | 9 | 1 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q3 2022 | 10 |
Stelac Advisory Services LLC | 10 | 10 | 0.03% | 0.43% | 0.78% | Q4 2019 | Q1 2022 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 3.24% | 3.92% | 5.10% | Q2 2013 | Q3 2015 | 10 |
Secure Asset Management, LLC | 10 | 10 | 0.09% | 0.28% | 0.52% | Q4 2019 | Q1 2022 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Silicon Hills Wealth Management, LLC | 9 | 1 | 0.17% | 0.25% | 0.29% | Q4 2019 | Q2 2022 | 10 |
Visionary Asset Management, Inc. | 7 | 1 | 0.11% | 0.17% | 0.26% | Q3 2013 | Q4 2018 | 10 |
ClariVest Asset Management LLC | 10 | 10 | 0.21% | 0.24% | 0.26% | Q2 2013 | Q3 2015 | 10 |
AMI INVESTMENT MANAGEMENT INC | 10 | 10 | 0.36% | 1.05% | 1.22% | Q3 2019 | Q4 2021 | 10 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.77% | 0.86% | 0.90% | Q3 2021 | Q3 2023 | 9 |
GRIES FINANCIAL LLC | 9 | 9 | 0.42% | 0.52% | 0.74% | Q3 2021 | Q3 2023 | 9 |
ARK Investment Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.34% | 0.49% | 0.78% | Q2 2013 | Q2 2015 | 9 |
PDS Planning, Inc | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.22% | 0.30% | 0.49% | Q4 2021 | Q4 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.03% | 0.06% | 0.18% | Q4 2020 | Q4 2022 | 9 |
NVWM, LLC | 7 | 2 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Chicago Wealth Management, Inc. | 8 | 1 | 2.32% | 6.04% | 7.31% | Q4 2019 | Q1 2022 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.15% | 0.98% | Q4 2019 | Q1 2022 | 9 |
Fulcrum Capital LLC | 8 | 1 | 0.04% | 0.09% | 0.13% | Q3 2019 | Q4 2021 | 9 |
Wealth Alliance | 6 | 1 | 0.04% | 0.39% | 1.32% | Q1 2020 | Q2 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.08% | Q1 2022 | Q3 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 9 |
NexWave Capital Partners LLC | 9 | 9 | 0.58% | 1.13% | 1.97% | Q4 2019 | Q4 2021 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.24% | 0.72% | 1.43% | Q4 2020 | Q3 2023 | 9 |
Paragon Capital Management Ltd | 7 | 1 | 0.09% | 0.14% | 0.18% | Q1 2015 | Q3 2017 | 9 |
Oder Investment Management, LLC | 6 | 1 | 0.29% | 0.45% | 0.62% | Q4 2020 | Q3 2023 | 9 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 3 | 0.66% | 2.35% | 3.71% | Q4 2016 | Q1 2019 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.09% | 0.29% | 0.82% | Q4 2020 | Q3 2023 | 9 |
IFS Advisors, LLC | 6 | 3 | 0.02% | 0.29% | 0.55% | Q1 2021 | Q4 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.43% | 0.48% | 0.50% | Q1 2015 | Q1 2017 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.17% | 0.23% | 0.48% | Q4 2019 | Q3 2023 | 9 |
Cypress Wealth Advisors LLC | 9 | 9 | 0.26% | 0.34% | 0.78% | Q2 2015 | Q2 2017 | 9 |
Lake Point Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q1 2022 | 9 |
AAFMAA Wealth Management & Trust LLC | 6 | 3 | 0.16% | 0.24% | 0.28% | Q4 2020 | Q1 2023 | 9 |
Opes Advisors Inc | 9 | 9 | 3.56% | 4.18% | 5.43% | Q4 2016 | Q4 2018 | 9 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2021 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.05% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
LexAurum Advisors, LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q4 2021 | 9 |
Fragasso Group Inc. | 6 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2023 | 9 |
Carnick & Kubik, LLC | 7 | 1 | 0.06% | 0.51% | 0.87% | Q2 2013 | Q1 2016 | 9 |
Virtus Investment Advisers, Inc. | 9 | 9 | 0.21% | 0.52% | 1.86% | Q2 2013 | Q2 2015 | 9 |
Advisor Resource Council | 5 | 4 | 0.08% | 0.28% | 0.70% | Q2 2021 | Q3 2023 | 9 |
DAVIDSON TRUST CO | 4 | 1 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 9 | 9 | 0.89% | 1.90% | 2.79% | Q3 2019 | Q3 2021 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q2 2021 | 9 |
Concorde Asset Management, LLC | 9 | 9 | 0.28% | 0.49% | 0.62% | Q4 2017 | Q4 2019 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Morris Capital Advisors, LLC | 6 | 1 | 0.21% | 0.63% | 1.98% | Q4 2015 | Q1 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
CATALYST PRIVATE WEALTH, LLC | 8 | 1 | 0.14% | 0.28% | 0.40% | Q3 2020 | Q4 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
NewFocus Financial Group, LLC | 6 | 3 | 0.13% | 0.16% | 0.22% | Q4 2013 | Q1 2016 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 0.66% | 0.69% | 0.73% | Q2 2021 | Q3 2023 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.06% | 0.12% | 0.24% | Q4 2015 | Q4 2017 | 9 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 9 | 9 | 0.01% | 0.08% | 0.17% | Q3 2017 | Q3 2019 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.64% | 0.68% | 0.74% | Q4 2019 | Q4 2021 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.19% | 0.37% | 0.54% | Q3 2021 | Q3 2023 | 9 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 9 |
Noven Financial Group, Inc. | 5 | 4 | 1.13% | 2.38% | 11.57% | Q2 2017 | Q1 2020 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.18% | 1.50% | 1.95% | Q3 2021 | Q3 2023 | 9 |
Black Swift Group, LLC | 4 | 1 | 0.00% | 6.45% | 12.83% | Q1 2019 | Q3 2023 | 9 |
American Research & Management Co. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
AFFINITY WEALTH MANAGEMENT LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Cadence Bank | 5 | 4 | 0.03% | 0.19% | 0.32% | Q2 2021 | Q3 2023 | 9 |
CGN Advisors LLC | 6 | 1 | 0.06% | 0.15% | 0.28% | Q4 2020 | Q4 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Objective Capital Management, LLC | 8 | 8 | 1.33% | 1.50% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.79% | 0.96% | 1.16% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 1.05% | 2.62% | 4.33% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 1.06% | 1.15% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.22% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.28% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.29% | 0.46% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.15% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 2.18% | 2.48% | 2.84% | Q4 2021 | Q3 2023 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.97% | 1.67% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 4.06% | 4.67% | 5.58% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 1.74% | 3.42% | 7.17% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.79% | 1.30% | 2.04% | Q4 2021 | Q3 2023 | 8 |
MidWestOne Financial Group, Inc. | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.18% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.07% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.22% | 0.27% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Community Financial Services Group, LLC | 7 | 1 | 0.56% | 1.71% | 2.65% | Q2 2020 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Regent Investment Management LLC | 2 | 1 | 0.20% | 0.52% | 0.86% | Q4 2013 | Q3 2020 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Advocacy Wealth Management Services, LLC | 7 | 1 | 0.04% | 0.92% | 2.11% | Q2 2017 | Q1 2021 | 8 |
Bank OZK | 4 | 4 | 0.07% | 0.12% | 0.18% | Q4 2016 | Q2 2023 | 8 |
Geller Advisors LLC | 6 | 2 | 0.05% | 0.20% | 0.48% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 7 | 1 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q1 2022 | 8 |
Crosspoint Capital Strategies, LLC | 5 | 3 | 0.00% | 0.15% | 0.66% | Q4 2013 | Q1 2016 | 8 |
AlphaMark Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.79% | 2.23% | 3.52% | Q4 2013 | Q3 2015 | 8 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Neumann Capital Management, LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.24% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
QUANTUM CAPITAL MANAGEMENT | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2015 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.41% | 1.48% | Q2 2015 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.04% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
FOSTER & MOTLEY INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
PATTEN & PATTEN INC/TN | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WealthTrust Fairport, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.58% | 0.62% | 0.66% | Q3 2016 | Q3 2019 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
RENAISSANCE GROUP LLC | 2 | 1 | 0.02% | 0.17% | 0.46% | Q4 2013 | Q4 2019 | 8 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.15% | 0.80% | Q1 2017 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
TORONTO DOMINION BANK | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PACIFIC SUN FINANCIAL CORP | 5 | 1 | 0.14% | 0.16% | 0.20% | Q2 2020 | Q2 2023 | 8 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 8 | 0.06% | 0.13% | 0.24% | Q4 2019 | Q3 2021 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.08% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.66% | 2.27% | 6.63% | Q4 2021 | Q3 2023 | 8 |
Perella Weinberg Partners Capital Management LP | 3 | 2 | 0.06% | 1.24% | 4.37% | Q2 2013 | Q1 2018 | 8 |
Triumph Capital Management | 5 | 3 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Financial Services Advisory Inc | 4 | 4 | 6.98% | 12.74% | 18.78% | Q4 2017 | Q4 2019 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.95% | 1.10% | 1.35% | Q2 2013 | Q1 2015 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.19% | 0.39% | 0.79% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.47% | 0.51% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Paradigm Financial Partners, LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q2 2020 | Q1 2022 | 8 |
Zhang Financial LLC | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.46% | 0.55% | 0.67% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.70% | 0.91% | 1.27% | Q4 2018 | Q3 2020 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WJ Wealth Management, LLC | 8 | 8 | 0.14% | 0.48% | 0.90% | Q2 2020 | Q1 2022 | 8 |
Minot Wealth Management LLC | 8 | 8 | 0.12% | 0.15% | 0.24% | Q3 2020 | Q2 2022 | 8 |
Portfolio Strategies Inc | 5 | 1 | 0.13% | 2.66% | 8.33% | Q4 2013 | Q4 2017 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 8 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.06% | 0.17% | Q3 2019 | Q1 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.46% | 0.57% | 0.77% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 4.74% | 5.39% | 5.77% | Q4 2021 | Q3 2023 | 8 |
Praetorian Wealth Management, Inc. | 6 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2022 | 8 |
RUSSELL FRANK CO/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 1.26% | 1.75% | 2.46% | Q4 2021 | Q3 2023 | 8 |
MAR VISTA INVESTMENT PARTNERS LLC | 6 | 2 | 0.02% | 0.05% | 0.06% | Q2 2014 | Q2 2016 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.34% | 0.37% | 0.41% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.86% | 0.97% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.14% | 0.36% | 0.56% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.10% | 0.25% | 0.42% | Q4 2020 | Q3 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.17% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Dentgroup LLC | 8 | 8 | 0.61% | 2.22% | 3.56% | Q1 2022 | Q4 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 2.13% | 2.66% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 2.35% | 3.83% | 4.58% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.14% | 0.26% | 0.31% | Q1 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.37% | 1.53% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.04% | 0.24% | 0.49% | Q1 2022 | Q4 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.22% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisors, Inc. | 4 | 2 | 0.00% | 0.10% | 0.39% | Q4 2013 | Q2 2017 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.23% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 4.75% | 5.50% | 6.45% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.11% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.49% | 0.60% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.53% | 0.76% | 1.64% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 0.19% | 0.25% | 0.52% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.46% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.32% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.53% | 0.98% | 2.21% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.17% | 0.81% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.60% | 0.68% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.72% | 1.20% | 2.38% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.22% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 3.02% | 3.41% | 3.89% | Q4 2021 | Q3 2023 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.33% | 0.37% | 0.43% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 4.76% | 5.45% | 6.15% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.75% | 1.37% | 4.43% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.79% | 1.13% | 2.21% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 15.60% | 16.04% | 16.78% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.40% | 0.44% | 0.50% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 4.53% | 5.27% | 6.96% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.10% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.07% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.16% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.18% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.52% | 0.65% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.71% | 1.07% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.08% | 0.22% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.30% | 0.34% | 0.37% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 3.52% | 6.66% | 19.97% | Q1 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.32% | 0.36% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.09% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.57% | 1.02% | 1.67% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 3.12% | 3.70% | 4.60% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.15% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.48% | 0.59% | 0.72% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.36% | 0.37% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.34% | 1.98% | 3.36% | Q4 2021 | Q3 2023 | 8 |
Vision Capital Management, Inc. | 6 | 2 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q2 2023 | 8 |
City State Bank | 8 | 8 | 0.07% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 6.14% | 7.09% | 9.25% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.50% | 0.69% | 0.78% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.56% | 0.71% | 0.88% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.21% | 0.39% | 0.54% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.19% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.65% | 0.91% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.15% | 0.91% | 4.57% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.12% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.34% | 0.38% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.93% | 1.05% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 7.16% | 8.45% | 9.48% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 5 | 3 | 0.07% | 0.10% | 0.24% | Q4 2021 | Q4 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 3.00% | 3.53% | 3.80% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.38% | 0.44% | 0.53% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 1.36% | 1.61% | 2.12% | Q4 2021 | Q3 2023 | 8 |
TCF National Bank | 7 | 7 | 0.14% | 0.22% | 0.27% | Q3 2019 | Q1 2021 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 2.80% | 4.72% | 5.68% | Q1 2013 | Q3 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.56% | 1.34% | 1.99% | Q2 2013 | Q4 2014 | 7 |
Jump Financial, LLC | 4 | 1 | 0.16% | 0.38% | 0.74% | Q4 2020 | Q3 2023 | 7 |
KLS Professional Advisors Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
Patriot Wealth Management, Inc. | 7 | 7 | 0.17% | 0.18% | 0.20% | Q2 2017 | Q4 2018 | 7 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 7 |
Private Wealth Partners, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2020 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 0.14% | 0.17% | 0.18% | Q3 2020 | Q1 2022 | 7 |
Soundwatch Capital LLC | 4 | 1 | 0.04% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.04% | 0.12% | 0.24% | Q4 2020 | Q2 2022 | 7 |
Bank of Marin | 6 | 1 | 0.17% | 0.21% | 0.29% | Q4 2019 | Q1 2022 | 7 |
OneAscent Financial Services LLC | 4 | 1 | 0.14% | 0.18% | 0.21% | Q2 2019 | Q3 2022 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.30% | 0.34% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Custos Family Office, LLC | 5 | 2 | 0.16% | 0.45% | 0.80% | Q4 2021 | Q3 2023 | 7 |
Operose Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q2 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.26% | 1.54% | 1.93% | Q1 2022 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 5.29% | 7.01% | 9.11% | Q1 2022 | Q3 2023 | 7 |
NORTH AMERICAN MANAGEMENT CORP | 7 | 7 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q2 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2019 | 7 |
Ford Financial Group, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Marietta Wealth Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Cannell & Co. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.06% | 0.14% | 0.26% | Q3 2018 | Q1 2020 | 7 |
Intellectus Partners, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q1 2019 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SURIENCE PRIVATE WEALTH LLC | 7 | 7 | 0.27% | 0.38% | 0.60% | Q4 2021 | Q2 2023 | 7 |
Planning Center, Inc. | 5 | 2 | 0.06% | 0.30% | 1.23% | Q4 2021 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 7 |
DHK Financial Advisors, Inc. | 7 | 7 | 1.56% | 1.98% | 2.57% | Q1 2022 | Q3 2023 | 7 |
Delphi Private Advisors LLC | 7 | 7 | 0.48% | 0.84% | 1.29% | Q4 2017 | Q2 2019 | 7 |
Advisory Services & Investments, LLC | 7 | 7 | 0.24% | 0.29% | 0.43% | Q1 2021 | Q3 2022 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.13% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.05% | 0.16% | 0.36% | Q1 2022 | Q3 2023 | 7 |
BIEGEL & WALLER LLC | 6 | 1 | 0.13% | 0.19% | 0.24% | Q3 2017 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.27% | 0.35% | 0.50% | Q2 2013 | Q4 2014 | 7 |
Ardent Capital Management, Inc. | 4 | 3 | 0.21% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 6 | 1 | 0.00% | 0.07% | 0.08% | Q2 2019 | Q4 2022 | 7 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Reliant Wealth Planning | 6 | 1 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 5 | 2 | 0.09% | 0.51% | 1.21% | Q1 2020 | Q4 2021 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 0.15% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 7 |
One Day In July LLC | 4 | 1 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 7 |
Arlington Partners LLC | 2 | 1 | 0.01% | 0.13% | 0.43% | Q2 2018 | Q3 2023 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.01% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 7 |
Clearwater Capital Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q1 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.12% | 0.13% | 0.13% | Q2 2020 | Q4 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.34% | 0.35% | 0.40% | Q4 2019 | Q2 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.29% | 0.36% | Q2 2013 | Q3 2014 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.20% | 1.62% | 3.38% | Q4 2021 | Q2 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
JFG Wealth Management, LLC | 7 | 7 | 0.09% | 0.14% | 0.33% | Q1 2022 | Q3 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q4 2023 | 7 |
Radnor Financial Advisors, LLC | 6 | 1 | 0.36% | 0.43% | 0.50% | Q4 2020 | Q3 2022 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.19% | 0.70% | 1.21% | Q2 2013 | Q4 2014 | 7 |
HAP Trading, LLC | 6 | 6 | 0.00% | 0.07% | 0.31% | Q3 2020 | Q4 2021 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 7 |
Aveo Capital Partners, LLC | 2 | 1 | 0.04% | 0.29% | 0.69% | Q4 2016 | Q4 2021 | 7 |
New Perspectives, Inc | 7 | 7 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 7 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 7 |
Sterling Investment Advisors, Ltd. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 7 |
HERITAGE INVESTORS MANAGEMENT CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.28% | 0.33% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.16% | 0.27% | 0.65% | Q2 2019 | Q4 2020 | 7 |
West Coast Financial LLC | 4 | 1 | 0.10% | 0.14% | 0.20% | Q1 2015 | Q3 2018 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.19% | 1.01% | 1.86% | Q4 2016 | Q2 2018 | 7 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 7 | 7 | 0.42% | 1.30% | 1.88% | Q3 2013 | Q1 2015 | 7 |
HT Partners LLC | 7 | 7 | 0.55% | 0.65% | 0.75% | Q2 2013 | Q4 2014 | 7 |
Next Level Private LLC | 5 | 2 | 3.15% | 3.90% | 5.01% | Q4 2021 | Q3 2023 | 7 |
Echo Street Capital Management LLC | 7 | 7 | 0.12% | 0.23% | 0.33% | Q1 2022 | Q3 2023 | 7 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.01% | 0.10% | 0.33% | Q4 2012 | Q4 2018 | 7 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q4 2022 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.84% | 1.05% | 1.50% | Q4 2021 | Q2 2023 | 7 |
EFG Asset Management (Americas) Corp. | 6 | 1 | 0.04% | 0.16% | 0.33% | Q4 2013 | Q3 2016 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.15% | 0.21% | Q4 2014 | Q3 2017 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Clearview Wealth Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 6 |
First Allied Asset Management, Inc. | 5 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 6 |
Austin Asset Management Co Inc | 5 | 1 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
SAWGRASS ASSET MANAGEMENT LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2021 | 6 |
Range Financial Group LLC | 4 | 2 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 6 |
COMMONS CAPITAL, LLC | 3 | 3 | 0.28% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 1.28% | 1.53% | 1.69% | Q4 2020 | Q1 2022 | 6 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.13% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 6 |
BOSTON RESEARCH & MANAGEMENT INC | 4 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.60% | 1.56% | 2.84% | Q4 2020 | Q1 2022 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q4 2016 | Q1 2018 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 4.46% | 4.85% | 5.09% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Sendero Wealth Management, LLC | 6 | 6 | 0.50% | 0.72% | 1.46% | Q2 2022 | Q3 2023 | 6 |
Clean Yield Group | 4 | 2 | 0.01% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 6 |
Man Group plc | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.05% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 6 |
Sandbox Financial Partners, LLC | 4 | 2 | 0.14% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 6 |
Union Investments & Development Ltd. | 4 | 2 | 10.70% | 12.20% | 15.36% | Q4 2021 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.80% | 1.00% | 1.15% | Q4 2021 | Q3 2023 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.71% | 1.50% | 2.46% | Q4 2016 | Q1 2018 | 6 |
Blue Chip Partners, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 10.23% | 10.84% | 11.46% | Q4 2020 | Q1 2022 | 6 |
Human Investing LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q1 2021 | 6 |
Emerson Wealth, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 6 | 0.23% | 0.29% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Rezny Wealth Management, Inc. | 6 | 6 | 0.13% | 0.15% | 0.21% | Q2 2018 | Q3 2019 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 1 | 0.17% | 0.35% | 0.82% | Q4 2018 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
MONTAG & CALDWELL, LLC | 3 | 1 | 0.01% | 0.11% | 0.28% | Q4 2015 | Q4 2022 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bell Bank | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.56% | 0.72% | 0.87% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.20% | 0.36% | 0.47% | Q2 2021 | Q3 2022 | 6 |
Sheaff Brock Investment Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2020 | 6 |
WINTRUST INVESTMENTS LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 8.32% | 9.35% | 9.79% | Q4 2019 | Q1 2021 | 6 |
Aurora Private Wealth, Inc. | 4 | 1 | 0.08% | 0.11% | 0.23% | Q1 2020 | Q2 2023 | 6 |
COUNTRY CLUB BANK /GFN | 6 | 6 | 1.58% | 1.82% | 2.04% | Q2 2022 | Q3 2023 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 0.50% | 0.72% | 0.96% | Q3 2016 | Q4 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cypress Capital, LLC | 4 | 2 | 0.24% | 0.92% | 2.28% | Q4 2018 | Q2 2022 | 6 |
Threshold Group LLC | 5 | 1 | 0.20% | 2.24% | 4.16% | Q4 2015 | Q2 2017 | 6 |
First Western Capital Management Co | 6 | 6 | 0.64% | 0.70% | 0.84% | Q3 2014 | Q4 2015 | 6 |
Abacus Planning Group, Inc. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Aspire Wealth Management Corp | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Covenant Multifamily Offices, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2019 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.13% | 0.78% | 1.41% | Q4 2015 | Q1 2017 | 6 |
Waverton Investment Management Ltd | 6 | 6 | 0.20% | 0.82% | 1.00% | Q3 2015 | Q4 2016 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Field & Main Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Harvest Investment Services, LLC | 4 | 2 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Filbrandt Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.02% | 0.27% | 0.41% | Q4 2015 | Q1 2017 | 6 |
Clarity Wealth Advisors, LLC | 6 | 6 | 0.17% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
First Pacific Financial | 6 | 6 | 0.14% | 0.29% | 0.39% | Q2 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Dougherty Wealth Advisers LLC | 6 | 6 | 0.59% | 0.68% | 0.80% | Q4 2018 | Q1 2020 | 6 |
Gardiner Nancy B | 6 | 6 | 0.47% | 0.97% | 1.94% | Q2 2016 | Q3 2017 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 1.28% | 1.33% | 1.44% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Gainplan LLC | 2 | 1 | 0.01% | 27.37% | 85.50% | Q1 2017 | Q2 2023 | 6 |
VANCE WEALTH, INC. | 6 | 6 | 1.25% | 1.66% | 2.25% | Q2 2022 | Q3 2023 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 1.12% | 1.39% | 1.73% | Q2 2013 | Q3 2014 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 6 | 0.05% | 0.10% | 0.16% | Q3 2016 | Q4 2017 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.28% | 0.39% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.11% | 0.57% | 0.97% | Q3 2013 | Q3 2016 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q4 2022 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.72% | 0.74% | 0.80% | Q1 2022 | Q2 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 3.86% | 4.64% | 6.47% | Q2 2022 | Q3 2023 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.00% | 0.39% | 2.33% | Q2 2013 | Q3 2014 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.22% | 1.31% | Q3 2021 | Q2 2023 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 2 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 7.59% | 9.55% | 11.02% | Q4 2021 | Q1 2023 | 6 |
Platform Technology Partners | 5 | 1 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q2 2022 | 6 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Forefront Analytics, LLC | 5 | 1 | 0.02% | 1.88% | 3.02% | Q4 2017 | Q1 2020 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 1.98% | 3.04% | 5.60% | Q2 2018 | Q3 2019 | 6 |
Iowa State Bank | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q1 2021 | 5 |
Kowal Investment Group, LLC | 4 | 1 | 0.06% | 0.15% | 0.48% | Q2 2021 | Q4 2022 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Old Port Advisors | 4 | 1 | 0.19% | 0.24% | 0.27% | Q2 2022 | Q3 2023 | 5 |
Coho Partners, Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
KENFARB & CO. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PECAUT & CO. | 4 | 1 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.14% | 0.42% | 0.69% | Q4 2021 | Q4 2022 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.07% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q2 2014 | 5 |
Surevest, LLC | 5 | 5 | 0.06% | 2.80% | 4.20% | Q3 2021 | Q3 2022 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.05% | 0.18% | 0.28% | Q3 2016 | Q3 2017 | 5 |
Van Leeuwen & Company, LLC | 5 | 5 | 0.21% | 0.24% | 0.33% | Q3 2018 | Q3 2019 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.25% | 0.30% | 0.38% | Q2 2022 | Q2 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 2.62% | 2.95% | 3.29% | Q4 2018 | Q4 2019 | 5 |
Aviance Capital Partners, LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q2 2022 | 5 |
Interval Partners, LP | 2 | 1 | 0.12% | 0.18% | 0.28% | Q3 2020 | Q1 2022 | 5 |
Capital Wealth Planning, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q1 2023 | 5 |
LITTLE HOUSE CAPITAL LLC | 3 | 1 | 0.03% | 0.36% | 0.85% | Q1 2019 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 5 |
Highland Private Wealth Management | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q2 2019 | 5 |
PICTET BANK & TRUST Ltd | 5 | 5 | 1.41% | 1.60% | 1.80% | Q4 2020 | Q4 2021 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.21% | 0.27% | 0.32% | Q2 2013 | Q2 2014 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q1 2015 | Q1 2016 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 4.81% | 6.02% | 8.80% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.16% | 2.24% | 2.96% | Q2 2013 | Q2 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Truvestments Capital LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2020 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 1.97% | 2.86% | 3.52% | Q1 2021 | Q1 2022 | 5 |
GSA CAPITAL PARTNERS LLP | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Glen Harbor Capital Management LLC | 3 | 2 | 0.00% | 0.20% | 0.50% | Q2 2018 | Q3 2019 | 5 |
Flinton Capital Management LLC | 3 | 2 | 0.01% | 0.52% | 1.33% | Q2 2018 | Q3 2019 | 5 |
BSW Wealth Partners | 5 | 5 | 0.14% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
River Wealth Advisors LLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 5 | 0.01% | 0.11% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Anson Capital, Inc. | 3 | 2 | 0.28% | 0.75% | 1.20% | Q4 2021 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.80% | 0.93% | 1.05% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 2.18% | 2.39% | 2.59% | Q2 2013 | Q2 2014 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 2.14% | 2.49% | 2.92% | Q3 2022 | Q3 2023 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.00% | 0.12% | 0.25% | Q4 2019 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 2.26% | 2.45% | 2.78% | Q2 2013 | Q2 2014 | 5 |
ACT WEALTH MANAGEMENT, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Colony Family Offices, LLC | 5 | 5 | 0.37% | 0.42% | 0.49% | Q3 2022 | Q3 2023 | 5 |
PYA Waltman Capital, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 5 |
Itau Unibanco Holding S.A. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Northstar Advisory Group, LLC | 3 | 1 | 0.13% | 0.50% | 1.82% | Q4 2020 | Q1 2023 | 5 |
LVZ, Inc. | 5 | 5 | 0.10% | 0.16% | 0.23% | Q4 2016 | Q4 2017 | 5 |
Falcon Wealth Planning | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Dorsey Wright & Associates | 3 | 2 | 0.14% | 0.28% | 0.48% | Q3 2014 | Q4 2017 | 5 |
OKABENA INVESTMENT SERVICES INC | 5 | 5 | 0.26% | 1.01% | 1.32% | Q4 2021 | Q4 2022 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 5 | 5 | 0.86% | 7.74% | 17.19% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Chemistry Wealth Management LLC | 4 | 1 | 0.09% | 1.07% | 5.01% | Q4 2021 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Bank Pictet & Cie (Europe) AG | 3 | 2 | 0.01% | 0.08% | 0.31% | Q1 2015 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.04% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Tyers Asset Management LLC | 3 | 2 | 0.00% | 0.44% | 1.12% | Q2 2018 | Q3 2019 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.36% | 0.39% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Aries Wealth Management | 4 | 1 | 0.08% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 5 |
Fi3 FINANCIAL ADVISORS, LLC | 5 | 5 | 0.15% | 0.21% | 0.33% | Q2 2021 | Q2 2022 | 5 |
Mill Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.06% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 5 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.10% | 0.12% | 0.15% | Q3 2020 | Q1 2022 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Neuburgh Advisers LLC | 3 | 2 | 0.01% | 0.64% | 1.66% | Q2 2018 | Q3 2019 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Coastwise Capital Group, LLC | 5 | 5 | 0.35% | 0.41% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Core Alternative Capital | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 1 | 0.00% | 0.47% | 2.30% | Q3 2017 | Q4 2019 | 5 |
Betterment LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Heritage Way Advisors, LLC | 5 | 5 | 0.24% | 0.24% | 0.25% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Bienville Capital Management, LLC | 5 | 5 | 0.05% | 0.35% | 1.02% | Q1 2016 | Q1 2017 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 4.96% | 5.44% | 6.02% | Q4 2020 | Q4 2021 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 3.18% | 3.24% | 3.34% | Q4 2021 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.11% | 0.14% | 0.15% | Q4 2022 | Q4 2023 | 5 |
Allegheny Financial Group LTD | 5 | 5 | 0.12% | 0.33% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Anfield Capital Management, LLC | 5 | 5 | 0.13% | 2.02% | 3.10% | Q4 2019 | Q4 2020 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Hollow Brook Wealth Management LLC | 4 | 1 | 0.11% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 5 |
F3Logic, LLC | 3 | 2 | 0.25% | 0.33% | 0.43% | Q1 2018 | Q2 2019 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 5 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.09% | 0.50% | 2.10% | Q1 2021 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 2.87% | 3.41% | 3.66% | Q4 2019 | Q4 2020 | 5 |
Blue Zone Wealth Advisors, LLC | 4 | 1 | 0.17% | 0.32% | 0.41% | Q1 2020 | Q1 2022 | 5 |
Redwood Investment Management, LLC | 3 | 1 | 0.04% | 0.24% | 0.39% | Q4 2017 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.18% | 0.38% | 0.91% | Q4 2020 | Q3 2023 | 5 |
BFSG, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.15% | 0.52% | 1.00% | Q2 2015 | Q4 2015 | 5 |
CHILTON INVESTMENT CO INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
FormulaFolio Investments, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2021 | 5 |
Boston Common Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 5 |
Accurate Wealth Management, LLC | 5 | 5 | 0.09% | 0.16% | 0.36% | Q3 2022 | Q3 2023 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2020 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.14% | 0.16% | 0.20% | Q4 2017 | Q4 2018 | 5 |
Wells Trecaso Financial Group, LLC | 3 | 2 | 0.11% | 0.40% | 0.61% | Q1 2018 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.60% | 0.74% | 0.94% | Q3 2022 | Q3 2023 | 5 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BLB&B Advisors, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 5 |
VitalStone Financial, LLC | 4 | 4 | 0.46% | 0.66% | 1.04% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.48% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.13% | 0.27% | Q3 2022 | Q2 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.23% | 1.07% | 1.98% | Q4 2022 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 1.27% | 1.87% | 2.27% | Q4 2016 | Q3 2017 | 4 |
Legacy Trust | 4 | 4 | 0.80% | 0.85% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Hemenway Trust Co LLC | 3 | 1 | 0.12% | 0.21% | 0.47% | Q1 2015 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.09% | 0.19% | Q3 2021 | Q3 2023 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q1 2021 | 4 |
TRADITION ASSET MANAGEMENT LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q2 2020 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.11% | 0.14% | 0.16% | Q2 2014 | Q1 2015 | 4 |
Jacobsen Capital Management | 4 | 4 | 0.15% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
HOME FEDERAL BANK OF TENNESSEE | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Lombard Odier Asset Management (USA) Corp | 4 | 4 | 0.96% | 1.83% | 2.60% | Q2 2021 | Q1 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.54% | 0.60% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ken Stern & Associates, Inc. | 4 | 4 | 3.58% | 3.76% | 4.15% | Q3 2015 | Q2 2016 | 4 |
Williams Jones Wealth Management, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 4 | 4 | 0.31% | 0.45% | 0.86% | Q4 2019 | Q3 2020 | 4 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.48% | 0.60% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 1.89% | 2.30% | 2.72% | Q2 2015 | Q1 2016 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Nelson Capital Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.60% | 0.81% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Blue Sky Asset Management, LLC | 2 | 1 | 0.17% | 2.43% | 4.88% | Q2 2017 | Q1 2020 | 4 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.30% | 0.53% | 1.12% | Q3 2013 | Q1 2015 | 4 |
Firestone Capital Management | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
TCG Advisors, LP | 3 | 1 | 0.13% | 2.57% | 9.76% | Q4 2018 | Q2 2020 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.07% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AIMZ Investment Advisors, LLC | 3 | 1 | 0.11% | 0.19% | 0.21% | Q4 2014 | Q1 2016 | 4 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 1.30% | 5.17% | Q3 2014 | Q1 2016 | 4 |
GRANDFIELD & DODD, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Exchange Capital Management, Inc. | 3 | 1 | 0.03% | 0.17% | 0.34% | Q3 2014 | Q2 2018 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
SMI Advisory Services, LLC | 3 | 1 | 0.10% | 7.09% | 10.08% | Q3 2021 | Q3 2023 | 4 |
Invesco Ltd. | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
COBIZ WEALTH, LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 4 |
RKL Wealth Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.20% | 0.26% | Q4 2015 | Q3 2016 | 4 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 4 | 4 | 0.11% | 0.43% | 1.35% | Q2 2020 | Q1 2021 | 4 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 2 | 1 | 1.52% | 7.12% | 13.19% | Q3 2013 | Q4 2014 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2021 | 4 |
Randolph Co Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Capital Research Global Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 4 | 0.31% | 0.39% | 0.49% | Q4 2022 | Q3 2023 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.07% | 0.18% | 0.28% | Q4 2018 | Q3 2019 | 4 |
REBALANCE, LLC | 4 | 4 | 0.42% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Beacon Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Scarborough Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 2 | 1 | 0.04% | 0.46% | 1.68% | Q4 2018 | Q3 2023 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.00% | 0.06% | 0.18% | Q2 2016 | Q2 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.16% | 0.59% | Q2 2023 | Q3 2023 | 4 |
Baring International Investment Ltd | 2 | 2 | 0.18% | 0.60% | 1.10% | Q2 2013 | Q2 2014 | 4 |
44 WEALTH MANAGEMENT LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2018 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 1.24% | 1.44% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.90% | 1.82% | 2.43% | Q4 2022 | Q3 2023 | 4 |
Berkshire Bank | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2020 | 4 |
World Asset Management Inc | 3 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 4 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Wechter Feldman Wealth Management, Inc. | 4 | 4 | 0.21% | 0.24% | 0.25% | Q2 2020 | Q1 2021 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.55% | 0.58% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 1.03% | 1.11% | 1.16% | Q4 2022 | Q3 2023 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.30% | 0.74% | 1.75% | Q2 2016 | Q2 2017 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 1.75% | 2.00% | 2.27% | Q4 2022 | Q3 2023 | 4 |
West Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 1.73% | 1.79% | 1.87% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.29% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.82% | 0.92% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 1.11% | 1.54% | 2.69% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.86% | 1.00% | 1.07% | Q4 2022 | Q3 2023 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.42% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 2.58% | 2.64% | 2.72% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 1.21% | 1.29% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 1.98% | 2.14% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 11.92% | 13.21% | 14.09% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.45% | 0.56% | 0.61% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.55% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 1.57% | 2.13% | 2.37% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.10% | 0.31% | 0.51% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 3.00% | 6.28% | 9.70% | Q4 2022 | Q3 2023 | 4 |
FIRST CITIZENS BANCORPORATION INC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q1 2014 | Q4 2014 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 1.77% | 2.17% | 3.31% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.56% | 0.70% | 1.00% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.54% | 0.55% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 1.45% | 2.10% | 2.37% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.26% | 2.08% | 2.58% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.80% | 3.16% | Q3 2013 | Q3 2017 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 1.11% | 1.17% | 1.26% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.37% | 0.51% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 1 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2022 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.34% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 2.90% | 3.15% | 3.74% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.42% | 0.47% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.65% | 0.71% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Passive Capital Management, LLC. | 4 | 4 | 0.21% | 0.24% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.15% | 0.21% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.33% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.45% | 0.72% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2020 | Q3 2021 | 4 |
GREENWOOD GEARHART INC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.50% | 0.61% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.33% | 1.41% | 1.52% | Q4 2022 | Q3 2023 | 4 |
CapWealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.16% | 0.23% | Q2 2022 | Q1 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
COOK WEALTH MANAGEMENT GROUP LLC | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.35% | 0.93% | 1.34% | Q4 2022 | Q3 2023 | 4 |
SHELTON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.23% | 0.31% | Q4 2021 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
INR ADVISORY SERVICES LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Callan Family Office, LLC | 4 | 4 | 2.92% | 3.68% | 4.58% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.16% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 1.79% | 1.95% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Centric Wealth Management | 4 | 4 | 0.36% | 0.44% | 0.49% | Q4 2020 | Q3 2021 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.63% | 1.14% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q3 2018 | 4 |
ANDERSON HOAGLAND & CO | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 0.16% | 0.33% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.13% | 0.31% | 0.45% | Q1 2020 | Q3 2023 | 4 |
10-15 ASSOCIATES, INC. | 4 | 4 | 0.22% | 0.24% | 0.25% | Q1 2019 | Q4 2019 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.92% | 1.45% | 2.80% | Q4 2017 | Q3 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 6.89% | 8.56% | 9.71% | Q4 2017 | Q3 2018 | 4 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 4 | 4 | 0.15% | 2.46% | 4.12% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 5.54% | 6.14% | 6.48% | Q1 2020 | Q4 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.39% | 0.45% | 0.50% | Q4 2020 | Q3 2021 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Princeton Global Asset Management LLC | 2 | 1 | 0.00% | 0.70% | 1.78% | Q1 2019 | Q3 2023 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 2.47% | 3.24% | 4.10% | Q4 2016 | Q3 2017 | 4 |
New World Advisors LLC | 3 | 1 | 0.25% | 0.64% | 0.99% | Q4 2021 | Q4 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.13% | 0.16% | 0.17% | Q2 2017 | Q1 2018 | 4 |
Blue Granite Capital, LLC | 3 | 1 | 0.00% | 0.06% | 0.08% | Q4 2016 | Q4 2017 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.13% | 0.23% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Brendel Financial Advisors LLC | 3 | 1 | 0.00% | 0.31% | 0.48% | Q1 2020 | Q2 2021 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.16% | 0.46% | Q2 2013 | Q1 2016 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.56% | 1.67% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.06% | 0.19% | 0.26% | Q3 2015 | Q3 2016 | 3 |
Family Management Corp | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
Strategic Income Management, LLC | 3 | 3 | 5.88% | 5.94% | 5.98% | Q4 2014 | Q2 2015 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Crew Capital Management, Ltd. | 2 | 1 | 0.24% | 0.27% | 0.31% | Q1 2022 | Q2 2023 | 3 |
EWA, LLC | 3 | 3 | 0.68% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.48% | 1.07% | 1.48% | Q4 2021 | Q2 2022 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 13.69% | 14.19% | 14.56% | Q4 2017 | Q2 2018 | 3 |
VeraBank, N.A. | 3 | 3 | 0.09% | 0.23% | 0.49% | Q1 2023 | Q3 2023 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
FutureAdvisor, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Prosperity Consulting Group, LLC | 2 | 1 | 0.12% | 0.38% | 0.79% | Q4 2021 | Q3 2023 | 3 |
Boston Trust Walden Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Capula Management Ltd | 2 | 1 | 1.42% | 10.16% | 26.20% | Q4 2015 | Q1 2017 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q1 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 3 |
Cypress Point Wealth Management, LLC | 2 | 1 | 0.01% | 0.13% | 0.22% | Q4 2020 | Q3 2021 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.32% | 0.34% | 0.36% | Q2 2010 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.58% | 0.82% | 1.17% | Q4 2022 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2015 | Q1 2016 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Sierra Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.26% | 0.32% | 0.44% | Q3 2016 | Q1 2017 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2012 | Q2 2013 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Convergent Wealth Advisors | 3 | 3 | 0.18% | 0.22% | 0.27% | Q1 2015 | Q3 2015 | 3 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Sheets Smith Investment Management | 2 | 1 | 13.36% | 14.36% | 15.72% | Q4 2020 | Q1 2022 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.22% | 0.31% | Q1 2017 | Q2 2023 | 3 |
NCM Capital Management, LLC | 3 | 3 | 0.74% | 0.96% | 1.32% | Q1 2022 | Q3 2022 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.03% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 1.01% | 1.05% | 1.08% | Q1 2018 | Q3 2018 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 2.04% | 2.14% | 2.22% | Q4 2022 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 2 | 1 | 0.00% | 0.24% | 0.70% | Q1 2015 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Peloton Wealth Strategists | 3 | 3 | 0.71% | 0.73% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.24% | 0.28% | 0.33% | Q3 2015 | Q3 2018 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q4 2021 | 3 |
Friedenthal Financial | 3 | 3 | 0.42% | 0.51% | 0.58% | Q1 2020 | Q3 2020 | 3 |
Roundview Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
RAYMOND JAMES TRUST CO. OF NH | 3 | 3 | 4.15% | 4.21% | 4.25% | Q1 2022 | Q3 2022 | 3 |
Matisse Capital | 2 | 1 | 0.13% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 3 |
Probity Advisors, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.17% | 0.24% | Q4 2018 | Q4 2020 | 3 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.22% | 0.44% | Q2 2013 | Q3 2013 | 3 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q2 2017 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 0.49% | 2.29% | 3.24% | Q4 2022 | Q3 2023 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
HBC Financial Services, PLLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.26% | 0.37% | 0.44% | Q4 2017 | Q2 2018 | 3 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.02% | 0.11% | 0.28% | Q4 2021 | Q4 2022 | 3 |
Stanley-Laman Group, Ltd. | 2 | 1 | 0.05% | 0.10% | 0.12% | Q4 2015 | Q3 2023 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q2 2017 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.30% | 0.34% | 0.38% | Q1 2022 | Q2 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Requisite Capital Management, LLC | 2 | 1 | 0.00% | 0.33% | 0.52% | Q1 2019 | Q1 2022 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.03% | 0.15% | 0.27% | Q1 2014 | Q4 2016 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 1.18% | 1.20% | 1.22% | Q3 2021 | Q1 2022 | 3 |
CMC Financial Group | 3 | 3 | 1.33% | 2.20% | 3.71% | Q4 2018 | Q2 2019 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fort Sheridan Advisors LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Suncoast Equity Management | 3 | 3 | 0.10% | 0.18% | 0.27% | Q1 2023 | Q3 2023 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 2.06% | 15.52% | 22.84% | Q1 2018 | Q3 2018 | 3 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q2 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.65% | 1.82% | 1.99% | Q4 2019 | Q2 2020 | 3 |
CIDEL ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 3.14% | 3.59% | 4.06% | Q4 2014 | Q2 2015 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q3 2021 | 3 |
PRIVATE MANAGEMENT GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cascade Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 3 | 3 | 0.14% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 1 | 0.24% | 0.28% | 0.38% | Q4 2014 | Q3 2015 | 3 |
Valentine Capital Asset Management, Inc. | 2 | 1 | 0.04% | 0.09% | 0.12% | Q2 2012 | Q4 2015 | 3 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.09% | 0.16% | Q4 2019 | Q4 2022 | 3 |
Bray Capital Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 3 |
Yellowstone Partners, LLC | 2 | 1 | 0.19% | 0.21% | 0.24% | Q3 2016 | Q4 2017 | 3 |
FMA ADVISORY INC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Carson Advisory Inc. | 2 | 1 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 3 |
Cordatus Wealth Management LLC | 1 | 1 | 0.72% | 0.84% | 0.98% | Q1 2022 | Q2 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Highmount Capital, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 2 | 1 | 0.01% | 0.03% | 0.03% | Q2 2015 | Q4 2018 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.55% | 0.58% | 0.60% | Q1 2021 | Q3 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.00% | 1.72% | 2.65% | Q2 2019 | Q3 2023 | 3 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 1 | 0.14% | 0.17% | 0.22% | Q1 2020 | Q1 2021 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.50% | 0.54% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Cardinal Point Capital Management ULC | 3 | 3 | 0.07% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q3 2023 | 3 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.07% | 0.11% | Q3 2013 | Q3 2014 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.74% | 0.81% | 0.87% | Q4 2022 | Q3 2023 | 3 |
PGIM Custom Harvest LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 1.71% | 1.83% | 1.92% | Q4 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
McGinn Penninger Investment Management, Inc. | 3 | 3 | 0.40% | 0.43% | 0.49% | Q1 2021 | Q3 2021 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 1.07% | 1.60% | 2.58% | Q3 2022 | Q2 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.31% | 0.32% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.04% | 0.14% | 0.22% | Q2 2018 | Q4 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2021 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.38% | 0.40% | 0.42% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.29% | 1.36% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 1.09% | 1.13% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 3.06% | 3.17% | 3.25% | Q1 2023 | Q3 2023 | 3 |
Lokken Investment Group LLC | 2 | 1 | 0.22% | 0.22% | 0.23% | Q1 2012 | Q1 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2014 | Q2 2015 | 3 |
SJS Investment Consulting Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 2.58% | 2.65% | 2.72% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.30% | 0.35% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.76% | 0.94% | 1.29% | Q2 2023 | Q4 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 1.95% | 2.00% | 2.10% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Planning LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 3 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.72% | 0.74% | 0.76% | Q4 2018 | Q1 2019 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.11% | 0.35% | 0.59% | Q2 2018 | Q4 2018 | 2 |
Eagle Ridge Investment Management | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.19% | 0.21% | 0.23% | Q3 2013 | Q1 2014 | 2 |
Courage Miller Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Cardinal Capital Management | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2020 | Q4 2020 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2013 | Q4 2013 | 2 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Coe Capital Management, LLC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2019 | Q3 2019 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 2 |
SFMG, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
XR Securities LLC | 1 | 1 | 0.10% | 0.17% | 0.24% | Q2 2022 | Q2 2022 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
R & A Capital Management, LLC | 2 | 2 | 24.78% | 24.92% | 25.06% | Q2 2013 | Q3 2013 | 2 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.80% | 1.58% | Q1 2015 | Q4 2020 | 2 |
WealthStone, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Aurora Investment Management L.L.C. | 2 | 2 | 46.56% | 47.61% | 48.65% | Q3 2015 | Q4 2015 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 4.61% | 4.89% | 5.17% | Q2 2019 | Q3 2019 | 2 |
Ergoteles LLC | 1 | 1 | 0.18% | 0.31% | 0.44% | Q2 2021 | Q2 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.70% | 1.66% | 2.61% | Q2 2017 | Q1 2018 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.01% | 2.88% | 5.76% | Q4 2013 | Q1 2014 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.79% | 0.82% | 0.85% | Q2 2013 | Q3 2013 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Coyle Financial Counsel LLC | 2 | 2 | 0.97% | 1.04% | 1.12% | Q2 2019 | Q3 2019 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.24% | 1.96% | 2.69% | Q1 2020 | Q2 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 1.45% | 1.47% | 1.48% | Q2 2013 | Q3 2013 | 2 |
Stadion Money Management, LLC | 2 | 2 | 1.95% | 3.35% | 4.76% | Q3 2013 | Q4 2013 | 2 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.13% | 0.48% | 0.84% | Q1 2016 | Q2 2016 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.04% | 0.12% | 0.19% | Q3 2017 | Q4 2021 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Prostatis Group LLC | 1 | 1 | 0.08% | 1.31% | 2.55% | Q3 2020 | Q2 2023 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 7.02% | 7.54% | 8.06% | Q1 2014 | Q2 2014 | 2 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.13% | 0.18% | 0.22% | Q2 2021 | Q4 2021 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.78% | 1.04% | 1.29% | Q4 2016 | Q3 2017 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.07% | 0.14% | Q3 2017 | Q4 2017 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2015 | Q1 2016 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.25% | 0.35% | 0.45% | Q3 2020 | Q4 2020 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.07% | 0.14% | 0.21% | Q2 2018 | Q4 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2022 | Q4 2022 | 2 |
CABANA LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
HYMAN CHARLES D | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.22% | 0.35% | 0.47% | Q2 2019 | Q1 2020 | 2 |
MOGY JOEL R INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sicart Associates LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.98% | 1.05% | 1.12% | Q4 2014 | Q1 2015 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.46% | 0.46% | 0.47% | Q2 2018 | Q3 2018 | 2 |
MONEYWISE, INC. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2021 | Q3 2021 | 2 |
MCIA Inc | 2 | 2 | 10.33% | 13.76% | 17.20% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.63% | 0.77% | 0.92% | Q2 2013 | Q3 2013 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2022 | 2 |
Diametric Capital, LP | 1 | 1 | 0.16% | 0.26% | 0.35% | Q2 2019 | Q3 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 2 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q4 2021 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.86% | 3.05% | 5.24% | Q2 2022 | Q2 2023 | 2 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 3.88% | 3.92% | 3.96% | Q4 2019 | Q1 2020 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Cynosure Group, LLC | 2 | 2 | 3.43% | 3.45% | 3.48% | Q2 2023 | Q3 2023 | 2 |
Ferguson Shapiro LLC | 2 | 2 | 0.98% | 1.90% | 2.83% | Q3 2020 | Q4 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2020 | 2 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.14% | 0.24% | 0.33% | Q4 2021 | Q4 2022 | 2 |
Auour Investments LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paragon Advisors, LLC | 1 | 1 | 0.61% | 2.17% | 3.74% | Q3 2020 | Q2 2022 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 3.24% | 3.31% | 3.38% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 2 | 2 | 0.38% | 0.40% | 0.41% | Q1 2023 | Q2 2023 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.77% | 0.79% | 0.80% | Q2 2023 | Q3 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Seven Springs Wealth Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.21% | 0.22% | 0.24% | Q3 2020 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.22% | 1.43% | 2.64% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q3 2023 | Q4 2023 | 2 |
Oak Harvest Investment Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.19% | 0.24% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Bridge Advisory, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.10% | 0.90% | 1.70% | Q4 2022 | Q1 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Invst, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.48% | 1.08% | 1.68% | Q4 2021 | Q1 2022 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.17% | 0.33% | Q1 2022 | Q1 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Legacy CG, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 2 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Kearns & Associates LLC | 2 | 2 | 1.51% | 1.54% | 1.57% | Q4 2021 | Q1 2022 | 2 |
RESOLUTE FINANCIAL, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.03% | 1.46% | 2.88% | Q4 2021 | Q1 2022 | 2 |
Integrity Financial Corp /WA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Coury Firm Asset Management LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 3.26% | 5.87% | 8.49% | Q4 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
INVICTUS PRIVATE WEALTH, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PRESILIUM PRIVATE WEALTH, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2015 | Q1 2016 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Riverview Capital Advisers, LLC | 1 | 1 | 0.14% | 2.77% | 5.41% | Q4 2021 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q3 2022 | Q4 2022 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 5.89% | 5.89% | 5.89% | Q2 2023 | Q3 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.18% | 0.22% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Kensington Asset Management, LLC | 2 | 2 | 3.34% | 6.58% | 9.82% | Q1 2023 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.19% | 0.27% | 0.36% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.87% | 0.90% | 0.92% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 7.31% | 7.41% | 7.50% | Q2 2023 | Q3 2023 | 2 |
Rappaport Reiches Capital Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.64% | 0.71% | 0.77% | Q2 2023 | Q3 2023 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 2.50% | 2.69% | 2.88% | Q2 2023 | Q3 2023 | 2 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 2 | 2 | 0.94% | 0.95% | 0.96% | Q3 2020 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 3.99% | 4.01% | 4.02% | Q2 2021 | Q3 2021 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
UNITED BANK, INC. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q3 2017 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
ING GROEP NV | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
ABNER HERRMAN & BROCK LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HOLLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2023 | Q3 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Higher Moment Aurora Fund, LP | 1 | 1 | 8.79% | 8.79% | 8.79% | Q3 2017 | Q3 2017 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
OPUS INVESTMENT MANAGEMENT INC | 1 | 1 | 4.84% | 4.84% | 4.84% | Q4 2014 | Q4 2014 | 1 |
Kingsbury Capital Investment Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Doman Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Disciplined Equity Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2022 | Q1 2022 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Baillie Gifford | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
MWA Asset Management | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Strong Tower Advisory Services | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2022 | Q2 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
High Pines Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2021 | Q3 2021 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Montis Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Financial Network Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Newman & Schimel, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Stewart Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2022 | Q4 2022 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 15.07% | 15.07% | 15.07% | Q2 2013 | Q2 2013 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
1776 Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Essex Private Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2018 | Q3 2018 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 4.09% | 4.09% | 4.09% | Q3 2022 | Q3 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Boothe Investment Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Dash Acquisitions Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Vigilare Wealth Management | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2022 | Q3 2022 | 1 |
CLEARY GULL INC. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Mizuho Bank, Ltd. | 1 | 1 | 7.60% | 7.60% | 7.60% | Q4 2018 | Q4 2018 | 1 |
Rinkey Investments | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2017 | Q4 2017 | 1 |
AI Financial Services LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Islet Management, LP | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2019 | Q4 2019 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Gs Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Tufton Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wedgewood Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Caption Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Arjuna Capital | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2021 | Q2 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Northwest Quadrant Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TOWER TRUST Co | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2022 | Q4 2022 | 1 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q2 2013 | Q2 2013 | 1 |
IMPAX ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Elm Ridge Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Elefante Mark B | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2019 | Q2 2019 | 1 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2017 | Q4 2017 | 1 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 5.58% | 5.58% | 5.58% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2015 | Q1 2015 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2016 | Q2 2016 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2016 | Q2 2016 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 15.20% | 15.20% | 15.20% | Q4 2019 | Q4 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2021 | Q4 2021 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2021 | Q4 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Grassi Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 5.53% | 5.53% | 5.53% | Q2 2018 | Q2 2018 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2018 | Q4 2018 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2013 | Q2 2013 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2017 | Q4 2017 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
Bangor Savings Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CIM, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2015 | Q1 2015 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2013 | Q4 2013 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2023 | Q4 2023 | 1 |
Ratio Wealth Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2022 | Q4 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Barton Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q2 2013 | Q2 2013 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Gramercy Funds Management LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2015 | Q1 2015 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DF DENT & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Verum Partners LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2023 | Q3 2023 | 1 |
Onyx Financial Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.