Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 43 |
ASPIRIANT, LLC | 42 | 42 | 0.15% | 7.03% | 11.47% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.05% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.82% | 1.24% | 1.73% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.64% | 1.31% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.19% | 0.23% | 0.32% | Q2 2013 | Q3 2023 | 42 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.91% | 1.92% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.03% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 35 | 3 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
NATIXIS ADVISORS, L.P. | 36 | 5 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 40 | 40 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.64% | 2.00% | 4.12% | Q4 2013 | Q3 2023 | 40 |
SCOTIA CAPITAL INC. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
ST GERMAIN D J CO INC | 29 | 3 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q4 2023 | 39 |
Private Advisor Group, LLC | 30 | 7 | 0.01% | 0.15% | 0.58% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 32 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
MCF Advisors LLC | 28 | 7 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.08% | 0.12% | 0.16% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
FIFTH THIRD BANCORP | 28 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
B. Riley Wealth Advisors, Inc. | 27 | 1 | 0.01% | 0.05% | 0.23% | Q1 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 6 | 0.02% | 0.18% | 0.40% | Q2 2015 | Q3 2023 | 33 |
Creative Planning | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
TRUE Private Wealth Advisors | 32 | 32 | 0.04% | 0.99% | 2.21% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.09% | 0.30% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 24 | 1 | 0.00% | 0.10% | 0.27% | Q1 2015 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 31 | 31 | 0.04% | 0.19% | 0.29% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 31 | 31 | 0.06% | 0.10% | 0.13% | Q2 2016 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.22% | 0.57% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.01% | 0.05% | 0.16% | Q1 2016 | Q3 2023 | 30 |
Kalos Management, Inc. | 26 | 3 | 0.00% | 0.62% | 1.28% | Q4 2015 | Q2 2023 | 30 |
Sigma Planning Corp | 30 | 30 | 0.08% | 0.26% | 1.11% | Q2 2016 | Q3 2023 | 30 |
Pure Financial Advisors, LLC | 22 | 7 | 0.03% | 0.10% | 0.26% | Q1 2016 | Q4 2023 | 29 |
Asset Dedication, LLC | 17 | 5 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 29 |
Cetera Advisors LLC | 29 | 29 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 29 |
WHITTIER TRUST CO OF NEVADA INC | 21 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 28 |
Capital Analysts, LLC | 28 | 28 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.17% | 0.32% | 0.41% | Q4 2016 | Q3 2023 | 28 |
EQUITY INVESTMENT CORP | 28 | 28 | 0.03% | 0.13% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 0.05% | 0.29% | 0.78% | Q4 2016 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
TRUIST FINANCIAL CORP | 16 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
SOL Capital Management CO | 27 | 27 | 0.06% | 0.09% | 0.16% | Q1 2017 | Q3 2023 | 27 |
COMMERCE BANK | 20 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 27 |
PRIVATE TRUST CO NA | 27 | 27 | 0.05% | 0.21% | 0.34% | Q1 2017 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.00% | 0.70% | 1.88% | Q1 2017 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 26 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 27 |
FIRST MANHATTAN CO. LLC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
APPLETON PARTNERS INC/MA | 15 | 12 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q4 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.02% | 0.02% | 0.05% | Q4 2014 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
CPWM, LLC | 20 | 1 | 0.08% | 0.18% | 0.27% | Q4 2011 | Q3 2022 | 26 |
Regal Investment Advisors LLC | 13 | 1 | 0.06% | 0.25% | 0.44% | Q2 2016 | Q3 2023 | 26 |
Gradient Investments LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.04% | 0.14% | 0.37% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.16% | 0.56% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.08% | 0.14% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.16% | 0.42% | 0.85% | Q1 2017 | Q3 2023 | 26 |
MONETARY MANAGEMENT GROUP INC | 22 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2021 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.11% | 0.23% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 22 | 3 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.55% | 3.07% | 12.11% | Q3 2017 | Q3 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 14 | 11 | 0.01% | 0.11% | 0.28% | Q1 2017 | Q2 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Bellecapital International Ltd. | 25 | 25 | 0.08% | 0.28% | 0.74% | Q3 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.11% | 1.33% | 1.99% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 25 |
COMERICA BANK | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 25 |
Prism Advisors, Inc. | 24 | 24 | 0.30% | 0.37% | 0.45% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.36% | 1.24% | 1.87% | Q4 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
WHITE PINE CAPITAL LLC | 24 | 24 | 0.18% | 0.30% | 0.41% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.12% | 0.19% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.17% | 0.92% | 3.23% | Q4 2017 | Q3 2023 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.06% | 0.16% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.07% | 0.23% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Legacy Financial Strategies, LLC | 24 | 24 | 0.29% | 0.70% | 1.70% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.28% | 0.60% | 0.89% | Q4 2017 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 24 | 24 | 0.06% | 0.11% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Argent Trust Co | 23 | 1 | 0.04% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 21 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q4 2022 | 24 |
Allworth Financial LP | 22 | 1 | 0.00% | 0.43% | 1.20% | Q3 2017 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
ARGI Investment Services, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2022 | 23 |
NAPLES GLOBAL ADVISORS, LLC | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.06% | 0.45% | 1.38% | Q4 2017 | Q2 2023 | 23 |
Greenline Partners, LLC | 12 | 11 | 0.24% | 0.55% | 0.66% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.35% | 0.49% | 0.74% | Q1 2018 | Q3 2023 | 23 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.85% | 1.67% | Q2 2018 | Q3 2023 | 23 |
CIM, LLC | 23 | 23 | 0.08% | 0.11% | 0.16% | Q2 2017 | Q4 2022 | 23 |
Tortoise Investment Management, LLC | 22 | 22 | 0.05% | 1.47% | 1.93% | Q2 2018 | Q3 2023 | 22 |
CFO4Life Group, LLC | 22 | 22 | 0.23% | 0.31% | 0.41% | Q2 2018 | Q3 2023 | 22 |
Syntal Capital Partners, LLC | 10 | 1 | 0.05% | 0.12% | 0.28% | Q1 2014 | Q3 2023 | 22 |
BTC Capital Management, Inc. | 21 | 1 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 14 | 8 | 0.01% | 0.04% | 0.17% | Q2 2017 | Q2 2023 | 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22 | 22 | 0.02% | 0.38% | 0.73% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.05% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.20% | 1.14% | 1.95% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
Balentine LLC | 21 | 21 | 0.00% | 3.92% | 14.16% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.12% | 0.28% | Q3 2018 | Q3 2023 | 21 |
CYPRESS CAPITAL MANAGEMENT LLC | 21 | 21 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q3 2022 | 21 |
Pinnacle Family Advisors, LLC | 12 | 1 | 0.10% | 0.25% | 0.60% | Q1 2017 | Q2 2023 | 21 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
Carroll Financial Associates, Inc. | 21 | 21 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q4 2021 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.17% | 1.05% | 1.48% | Q4 2017 | Q4 2022 | 21 |
Smithfield Trust Co | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 19 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
M&T BANK CORP | 8 | 1 | 0.00% | 0.03% | 0.29% | Q3 2014 | Q3 2023 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.13% | 0.55% | Q4 2013 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.04% | 0.12% | 0.44% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 1.05% | 2.60% | Q4 2017 | Q3 2023 | 20 |
Round Table Services, LLC | 12 | 8 | 0.05% | 0.17% | 0.34% | Q4 2013 | Q3 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 20 |
Tennessee Valley Asset Management Partners | 20 | 20 | 0.41% | 4.25% | 15.98% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.14% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Family Firm, Inc. | 20 | 20 | 15.02% | 16.36% | 17.31% | Q4 2014 | Q3 2019 | 20 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q2 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.36% | 0.84% | 1.62% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 20 |
NORRIS PERNE & FRENCH LLP/MI | 19 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q3 2019 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.34% | 0.51% | 0.82% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 0.15% | 0.25% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Lutz Financial Services LLC | 20 | 20 | 0.42% | 1.13% | 1.76% | Q4 2018 | Q3 2023 | 20 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16 | 4 | 0.07% | 0.47% | 7.38% | Q4 2017 | Q3 2023 | 20 |
Leonard Rickey Investment Advisors P.L.L.C. | 20 | 20 | 1.02% | 1.64% | 2.06% | Q4 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.25% | 0.46% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.04% | 0.43% | 1.50% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 2.29% | 4.46% | 10.71% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MITCHELL CAPITAL MANAGEMENT CO | 19 | 19 | 0.84% | 1.46% | 2.40% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Independence Trust CO | 19 | 19 | 0.27% | 0.48% | 0.78% | Q2 2013 | Q4 2017 | 19 |
Endurance Wealth Management, Inc. | 19 | 19 | 0.23% | 0.54% | 0.78% | Q4 2018 | Q2 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.28% | 0.82% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.01% | 0.07% | 0.38% | Q1 2019 | Q3 2023 | 19 |
D L CARLSON INVESTMENT GROUP INC | 13 | 6 | 0.04% | 0.26% | 0.78% | Q1 2017 | Q1 2022 | 19 |
NWAM LLC | 12 | 1 | 0.02% | 0.06% | 0.14% | Q2 2018 | Q3 2023 | 19 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 15 | 4 | 0.10% | 0.14% | 0.36% | Q3 2018 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Sequoia Financial Advisors, LLC | 11 | 8 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Disciplina Capital Management LLC | 19 | 19 | 0.05% | 1.32% | 3.70% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 17 | 1 | 0.01% | 0.06% | 0.12% | Q2 2014 | Q3 2020 | 19 |
ClearBridge Investments | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 19 |
Cetera Investment Advisers | 19 | 19 | 0.04% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Wealthquest Corp | 14 | 5 | 0.14% | 0.43% | 0.92% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.14% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 0.55% | 0.95% | 1.46% | Q2 2013 | Q3 2017 | 18 |
FIRST HAWAIIAN BANK | 5 | 2 | 0.01% | 0.10% | 0.47% | Q2 2013 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2019 | 18 |
People's United Financial, Inc. | 18 | 18 | 0.01% | 0.23% | 0.54% | Q4 2017 | Q1 2022 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.06% | 0.15% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 18 | 0.02% | 0.30% | 0.90% | Q1 2017 | Q2 2021 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 4.48% | 9.12% | Q2 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.04% | 0.45% | 0.60% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.21% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Valeo Financial Advisors, LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Front Row Advisors LLC | 17 | 17 | 0.01% | 0.10% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Prospera Financial Services Inc | 12 | 5 | 0.02% | 0.05% | 0.26% | Q2 2019 | Q3 2023 | 17 |
Avior Wealth Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Sitrin Capital Management LLC | 17 | 17 | 0.25% | 0.45% | 0.55% | Q4 2015 | Q4 2019 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.05% | 0.10% | Q3 2013 | Q3 2017 | 17 |
Financial Engines Advisors L.L.C. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
Financial Architects, Inc | 7 | 4 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.33% | 0.48% | 0.65% | Q1 2019 | Q1 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Litman Gregory Wealth Management LLC | 13 | 2 | 0.02% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 17 |
Family Management Corp | 13 | 4 | 0.03% | 1.03% | 2.37% | Q2 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.00% | 0.03% | 0.18% | Q4 2018 | Q3 2023 | 17 |
McKinley Carter Wealth Services, Inc. | 9 | 1 | 0.03% | 0.21% | 0.49% | Q2 2017 | Q2 2022 | 16 |
PATTEN & PATTEN INC/TN | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Private Ocean, LLC | 11 | 5 | 0.04% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.63% | 1.12% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 2.10% | 4.14% | 7.08% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.48% | 0.76% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Silver Lake Advisory, LLC | 16 | 16 | 0.46% | 0.58% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 7 | 3 | 0.01% | 0.07% | 0.29% | Q2 2019 | Q3 2023 | 16 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 16 | 16 | 0.44% | 0.48% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.09% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Verdence Capital Advisors LLC | 16 | 16 | 0.05% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Windsor Wealth Management, Inc. | 16 | 16 | 0.14% | 5.43% | 9.10% | Q4 2019 | Q3 2023 | 16 |
SHINE INVESTMENT ADVISORY SERVICES INC | 16 | 16 | 0.05% | 0.83% | 1.42% | Q4 2016 | Q3 2020 | 16 |
Benchmark Financial Wealth Advisors, LLC | 16 | 16 | 0.14% | 0.66% | 1.61% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.21% | 0.22% | 0.24% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.78% | 1.17% | 1.27% | Q4 2019 | Q3 2023 | 16 |
First National Bank of Hutchinson | 11 | 5 | 0.12% | 0.61% | 1.18% | Q1 2019 | Q3 2023 | 16 |
GAMBLE JONES INVESTMENT COUNSEL | 16 | 16 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q4 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 3.86% | 4.53% | 5.08% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 12 | 4 | 0.02% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Providence Capital Advisors, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Modera Wealth Management, LLC | 15 | 15 | 0.02% | 0.41% | 2.57% | Q1 2020 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.04% | 0.26% | 1.63% | Q4 2016 | Q3 2022 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.32% | 1.24% | Q2 2018 | Q2 2022 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.07% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.05% | 0.21% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Vista Private Wealth Partners. LLC | 15 | 15 | 1.32% | 1.82% | 2.59% | Q1 2020 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.04% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Global Strategic Investment Solutions, LLC | 15 | 15 | 0.48% | 1.48% | 2.10% | Q1 2020 | Q3 2023 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 1.50% | 3.25% | 4.58% | Q1 2020 | Q3 2023 | 15 |
Lido Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.04% | 0.10% | 0.28% | Q1 2020 | Q3 2023 | 15 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 15 | 0.76% | 0.99% | 1.23% | Q1 2020 | Q3 2023 | 15 |
KWMG, LLC | 15 | 15 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 15 |
NewEdge Advisors, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 4.22% | 5.87% | 7.40% | Q4 2019 | Q3 2023 | 15 |
Eldridge Investment Advisors, Inc. | 14 | 1 | 0.13% | 0.35% | 0.70% | Q4 2019 | Q3 2023 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 5.86% | 7.32% | 9.05% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 15 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 15 |
ERn Financial, LLC | 15 | 15 | 0.14% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.06% | 0.09% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
TAP Consulting, LLC | 11 | 1 | 0.05% | 0.15% | 0.40% | Q1 2019 | Q3 2023 | 15 |
McGowan Group Asset Management, Inc. | 12 | 2 | 0.04% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 9 | 5 | 0.00% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 14 |
JFB Holdings Corp | 14 | 14 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2016 | 14 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 14 |
Zuckerman Investment Group, LLC | 14 | 14 | 0.07% | 0.27% | 0.39% | Q2 2020 | Q3 2023 | 14 |
TIAA, FSB | 8 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q2 2023 | 14 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.06% | 0.24% | 2.08% | Q2 2017 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 7 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q4 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SkyOak Wealth, LLC | 14 | 14 | 2.47% | 3.16% | 3.87% | Q2 2020 | Q3 2023 | 14 |
Cascade Investment Advisors, Inc. | 13 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2023 | 14 |
COMERICA SECURITIES,INC. | 10 | 4 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
CAHILL FINANCIAL ADVISORS INC | 14 | 14 | 0.12% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 14 |
Archer Investment Corp | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
FineMark National Bank & Trust | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Geneva Partners, LLC | 13 | 1 | 0.16% | 1.37% | 2.76% | Q2 2016 | Q3 2020 | 14 |
Parallel Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 12 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.07% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Wealth Advisors of Iowa, LLC | 13 | 13 | 1.39% | 4.14% | 9.44% | Q3 2020 | Q3 2023 | 13 |
Guidance Point Advisors, LLC | 13 | 13 | 0.12% | 1.10% | 1.60% | Q3 2020 | Q3 2023 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 5 | 0.37% | 0.73% | 1.27% | Q4 2019 | Q1 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.01% | 0.19% | 0.84% | Q4 2018 | Q4 2021 | 13 |
PINNACLE ASSOCIATES LTD | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Sand Hill Global Advisors, LLC | 11 | 2 | 0.01% | 3.77% | 6.65% | Q4 2019 | Q2 2023 | 13 |
Symphony Financial, Ltd. Co. | 13 | 13 | 0.10% | 2.34% | 5.30% | Q3 2020 | Q3 2023 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.10% | 0.14% | 0.17% | Q1 2018 | Q1 2021 | 13 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.04% | 0.12% | 0.22% | Q3 2019 | Q3 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Mascoma Wealth Management LLC | 11 | 2 | 0.00% | 0.34% | 0.53% | Q1 2019 | Q3 2023 | 13 |
SNOW CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.22% | 0.65% | Q2 2013 | Q4 2020 | 13 |
Integrated Advisors Network LLC | 12 | 1 | 0.11% | 0.60% | 2.03% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Good Life Advisors, LLC | 8 | 5 | 0.08% | 0.37% | 0.70% | Q3 2017 | Q4 2020 | 13 |
Kovitz Investment Group Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.02% | 4.31% | 9.23% | Q3 2017 | Q3 2020 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 8 | 1 | 0.02% | 0.08% | 0.16% | Q3 2013 | Q3 2017 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Weaver Consulting Group | 7 | 2 | 0.09% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 13 |
Krilogy Financial LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2023 | 13 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 12 |
Element Wealth, LLC | 12 | 12 | 0.06% | 0.12% | 0.30% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 8.62% | 9.91% | 11.56% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Veracity Capital LLC | 12 | 12 | 2.16% | 5.42% | 11.25% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 3 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2021 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 1.06% | 1.84% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 1 | 0.12% | 0.37% | 1.12% | Q4 2017 | Q4 2020 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.41% | 0.80% | 1.27% | Q4 2020 | Q3 2023 | 12 |
KCM INVESTMENT ADVISORS LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 12 |
Boston Partners | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 3.67% | 4.17% | 5.10% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
55I, LLC | 11 | 1 | 0.08% | 0.16% | 0.34% | Q1 2019 | Q3 2022 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.16% | 0.39% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.29% | 0.84% | 1.60% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.15% | 6.24% | 8.32% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 9.54% | 10.53% | 11.04% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.99% | 1.39% | 2.05% | Q4 2020 | Q3 2023 | 12 |
Integrated Investment Consultants, LLC | 11 | 1 | 0.00% | 0.07% | 0.09% | Q1 2018 | Q3 2023 | 12 |
Retirement Group, LLC | 5 | 1 | 0.00% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.61% | 0.79% | 1.06% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
WJ Wealth Management, LLC | 11 | 11 | 0.67% | 5.46% | 8.95% | Q1 2021 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.44% | 0.69% | 1.09% | Q4 2016 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
IRONWOOD WEALTH MANAGEMENT, INC. | 11 | 11 | 9.09% | 10.23% | 11.78% | Q1 2021 | Q3 2023 | 11 |
NICOLET BANKSHARES INC | 11 | 11 | 0.09% | 0.14% | 0.23% | Q4 2015 | Q2 2018 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 11 |
HYA Advisors, Inc | 11 | 11 | 2.04% | 2.40% | 2.72% | Q4 2019 | Q2 2022 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.06% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2020 | 11 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 10 | 1 | 0.03% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 11 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Verity Asset Management, Inc. | 5 | 2 | 0.16% | 0.27% | 0.39% | Q2 2014 | Q3 2023 | 11 |
Summit Rock Advisors, LP | 6 | 2 | 13.14% | 28.86% | 47.57% | Q1 2018 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.18% | 0.22% | 0.32% | Q4 2017 | Q2 2020 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ZWJ INVESTMENT COUNSEL INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 11 |
Townsend & Associates, Inc | 7 | 4 | 0.98% | 2.86% | 6.90% | Q4 2017 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 2 | 0.01% | 0.03% | 0.24% | Q1 2020 | Q3 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.30% | 0.49% | 0.78% | Q1 2017 | Q3 2019 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 1.00% | 1.45% | 2.06% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q1 2021 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.01% | 0.02% | 0.14% | Q4 2020 | Q2 2023 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NICOLET ADVISORY SERVICES, LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 9 | 1 | 0.02% | 0.57% | 0.99% | Q2 2018 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 7 | 3 | 0.00% | 0.08% | 0.67% | Q2 2017 | Q1 2020 | 10 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Curated Wealth Partners LLC | 10 | 10 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
RDA Financial Network | 10 | 10 | 0.24% | 1.03% | 1.42% | Q2 2021 | Q3 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Colonial River Wealth Management, LLC | 7 | 3 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q2 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.04% | 0.26% | Q4 2019 | Q3 2023 | 10 |
USAdvisors Wealth Management, LLC | 10 | 10 | 3.04% | 3.46% | 4.04% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.24% | 0.52% | 0.64% | Q4 2020 | Q3 2023 | 10 |
Miller Investment Management, LP | 10 | 10 | 3.63% | 4.41% | 5.07% | Q3 2017 | Q4 2019 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 4 | 0.02% | 0.06% | 0.20% | Q1 2019 | Q3 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 1.81% | 3.09% | 4.58% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.02% | 0.26% | 0.49% | Q1 2017 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.12% | 0.16% | Q2 2015 | Q3 2019 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.27% | 0.33% | 0.35% | Q1 2018 | Q2 2020 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Bank OZK | 6 | 4 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 10 |
CATALYST PRIVATE WEALTH, LLC | 10 | 10 | 0.20% | 0.90% | 1.60% | Q3 2021 | Q4 2023 | 10 |
Capital Asset Advisory Services LLC | 8 | 2 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2019 | 10 |
Trust Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
BerganKDV Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Investors Financial Group, LLC | 9 | 9 | 0.36% | 0.46% | 0.68% | Q4 2019 | Q4 2021 | 9 |
MISSION WEALTH MANAGEMENT, LP | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 9 |
WealthPLAN Partners, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 9 |
LGL PARTNERS, LLC | 9 | 9 | 0.14% | 0.23% | 0.39% | Q1 2018 | Q1 2020 | 9 |
Riggs Asset Managment Co. Inc. | 9 | 9 | 0.00% | 0.79% | 7.11% | Q3 2018 | Q3 2020 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
1900 WEALTH MANAGEMENT LLC | 9 | 9 | 0.13% | 0.37% | 0.90% | Q3 2021 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 4.61% | 7.82% | 10.99% | Q3 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.04% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 9 | 9 | 0.17% | 0.19% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.08% | 0.11% | 0.19% | Q4 2020 | Q4 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
STRINGER ASSET MANAGEMENT, LLC | 9 | 9 | 0.67% | 2.78% | 4.08% | Q4 2013 | Q4 2015 | 9 |
Brickley Wealth Management | 8 | 1 | 0.06% | 0.14% | 0.33% | Q1 2020 | Q3 2023 | 9 |
DEAN INVESTMENT ASSOCIATES, LLC | 2 | 1 | 0.04% | 0.68% | 2.15% | Q3 2015 | Q4 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.27% | 0.29% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 9 | 0.35% | 0.67% | 1.31% | Q4 2018 | Q4 2020 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 3 | 1 | 0.02% | 0.08% | 0.20% | Q3 2009 | Q1 2022 | 9 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2016 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.10% | 0.31% | 0.60% | Q4 2020 | Q4 2022 | 9 |
Key FInancial Inc | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Private Wealth Advisors, Inc. | 6 | 1 | 0.08% | 0.17% | 0.29% | Q4 2017 | Q4 2020 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 8 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Essex Savings Bank | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.24% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Barber Financial Group, Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2023 | 8 |
EARNEST PARTNERS LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 5.98% | 7.52% | 8.88% | Q4 2021 | Q3 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.02% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 8 |
Summit Equities Inc | 8 | 8 | 0.09% | 0.23% | 0.28% | Q4 2016 | Q3 2018 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.51% | 0.80% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Steinberg Global Asset Management | 8 | 8 | 1.45% | 2.19% | 2.78% | Q2 2017 | Q1 2019 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.49% | 0.91% | 1.11% | Q4 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.30% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.38% | 0.83% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.15% | 0.53% | 0.88% | Q4 2021 | Q3 2023 | 8 |
WealthShield Partners, LLC | 5 | 3 | 0.02% | 0.09% | 0.31% | Q2 2020 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.94% | 2.17% | 2.43% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.50% | 0.79% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
One Day In July LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 10.01% | 13.52% | 17.07% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.71% | 5.61% | Q4 2019 | Q1 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Claro Advisors LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.28% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 1.38% | 3.19% | 7.64% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 6 | 2 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q4 2019 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.46% | 0.56% | 0.70% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 8 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 1 | 0.00% | 0.09% | 0.42% | Q4 2013 | Q1 2020 | 8 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2012 | Q4 2022 | 8 |
Simplicity Solutions, LLC | 6 | 2 | 0.01% | 0.07% | 0.12% | Q3 2019 | Q2 2023 | 8 |
Peak Capital Management LLC | 8 | 8 | 2.18% | 3.17% | 4.06% | Q2 2017 | Q1 2019 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BIEGEL & WALLER LLC | 8 | 8 | 1.75% | 2.73% | 4.74% | Q4 2017 | Q3 2019 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.49% | 2.07% | 2.66% | Q4 2021 | Q3 2023 | 8 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 3.84% | 6.14% | Q2 2021 | Q2 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 1.26% | 1.37% | 1.48% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
PBMares Wealth Management LLC | 6 | 1 | 0.14% | 0.29% | 0.47% | Q1 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.33% | 0.35% | 0.38% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Gibson Capital, LLC | 7 | 7 | 0.07% | 0.10% | 0.11% | Q2 2013 | Q4 2014 | 7 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.14% | 0.42% | Q1 2015 | Q3 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.21% | 0.53% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Glenview Trust Co | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Hudock, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 7 |
Advocacy Wealth Management Services, LLC | 5 | 2 | 0.00% | 0.13% | 0.21% | Q4 2017 | Q3 2020 | 7 |
Perennial Investment Advisors, LLC | 4 | 3 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.00% | 0.13% | 0.39% | Q4 2021 | Q2 2023 | 7 |
Sequoia Wealth Management, LLC | 7 | 7 | 0.29% | 0.62% | 1.61% | Q1 2018 | Q3 2019 | 7 |
Oliver Luxxe Assets LLC | 7 | 7 | 1.52% | 1.61% | 1.89% | Q4 2015 | Q2 2017 | 7 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.01% | 1.17% | 1.80% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.83% | 1.30% | 1.75% | Q4 2016 | Q2 2018 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
F3Logic, LLC | 6 | 1 | 0.17% | 2.86% | 6.26% | Q3 2020 | Q4 2022 | 7 |
Morling Financial Advisors, LLC | 7 | 7 | 1.16% | 1.31% | 1.50% | Q1 2022 | Q3 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 3 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q4 2019 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 2.49% | 2.86% | 3.38% | Q4 2021 | Q3 2023 | 7 |
MKD WEALTH COACHES, LLC | 7 | 7 | 0.30% | 0.43% | 0.85% | Q4 2018 | Q2 2020 | 7 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 7 |
NATIXIS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Lauterbach Financial Advisors, LLC | 4 | 3 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
FFT WEALTH MANAGEMENT LLC | 6 | 1 | 0.03% | 0.14% | 0.25% | Q1 2018 | Q2 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
WealthBridge Capital Management, LLC | 5 | 2 | 0.01% | 0.16% | 0.32% | Q4 2018 | Q4 2021 | 7 |
Zions Bancorporation, N.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.08% | 0.15% | Q1 2021 | Q4 2022 | 7 |
Hefty Wealth Partners | 6 | 6 | 1.16% | 1.81% | 3.62% | Q4 2016 | Q1 2018 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2019 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Paradigm Financial Partners, LLC | 6 | 6 | 0.13% | 0.88% | 1.23% | Q1 2021 | Q2 2022 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.32% | 0.49% | 0.62% | Q2 2021 | Q3 2022 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Annapolis Financial Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 6 |
Austin Private Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.17% | 0.20% | 0.29% | Q4 2021 | Q1 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 6 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 6.17% | 6.43% | 7.08% | Q2 2022 | Q3 2023 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 0.23% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Cutler Capital Management, LLC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.30% | 0.40% | 0.58% | Q2 2022 | Q3 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.04% | 0.15% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Employees' Retirement Fund of the City of Fort Worth | 6 | 6 | 7.71% | 8.30% | 9.24% | Q1 2022 | Q2 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.18% | 0.33% | 0.46% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Zhang Financial LLC | 5 | 1 | 0.11% | 0.16% | 0.17% | Q2 2014 | Q2 2017 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
HILLTOP WEALTH ADVISORS, LLC | 6 | 6 | 0.26% | 1.22% | 1.79% | Q2 2022 | Q3 2023 | 6 |
Angeles Investment Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q4 2021 | 6 |
Avion Wealth | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 1.31% | 1.65% | 2.17% | Q1 2022 | Q2 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.40% | 0.55% | 0.67% | Q4 2019 | Q1 2021 | 6 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q1 2020 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.22% | 0.25% | 0.27% | Q2 2022 | Q3 2023 | 6 |
B, B, H, & B INC. | 6 | 6 | 0.63% | 3.59% | 8.44% | Q4 2020 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 7.51% | 7.80% | 8.00% | Q2 2022 | Q3 2023 | 6 |
Boyd Wealth Management, LLC | 6 | 6 | 0.26% | 0.37% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Simply Money Advisors | 6 | 6 | 2.88% | 3.16% | 3.42% | Q4 2016 | Q1 2018 | 6 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.20% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Permanens Capital L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
ALLEGHANY CORP /DE | 4 | 1 | 1.98% | 2.68% | 4.98% | Q2 2017 | Q3 2018 | 5 |
Kerntke Otto McGlone Wealth Management Group | 4 | 1 | 0.00% | 3.22% | 5.71% | Q3 2020 | Q4 2022 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.25% | 0.31% | 0.36% | Q1 2022 | Q1 2023 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.23% | 0.34% | 0.50% | Q1 2019 | Q1 2020 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.14% | 0.19% | Q3 2022 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 5 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 5 | 4.36% | 4.61% | 4.75% | Q1 2021 | Q1 2022 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Clean Yield Group | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 5 |
tru Independence LLC | 2 | 1 | 0.02% | 1.13% | 4.85% | Q4 2019 | Q2 2021 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Placemark Investments, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 5 |
Northland Capital Management LLC | 5 | 5 | 3.78% | 4.10% | 4.78% | Q1 2022 | Q1 2023 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Human Investing LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
KWB Wealth | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
LVZ, Inc. | 5 | 5 | 0.10% | 0.14% | 0.18% | Q2 2016 | Q2 2017 | 5 |
Portfolio Strategies, Inc. | 4 | 1 | 0.46% | 0.58% | 0.71% | Q4 2017 | Q4 2019 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.16% | 0.28% | 0.50% | Q4 2018 | Q4 2019 | 5 |
Investors Research Corp | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
HHG & Company, LLC | 5 | 5 | 0.00% | 0.21% | 0.27% | Q2 2013 | Q2 2014 | 5 |
M Holdings Securities, Inc. | 3 | 2 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q2 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.12% | 0.17% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 3.39% | 4.91% | 7.47% | Q4 2022 | Q3 2023 | 4 |
BADGLEY PHELPS & BELL INC | 3 | 1 | 0.02% | 0.28% | 0.37% | Q4 2016 | Q4 2019 | 4 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 4 |
Strategic Financial Services, Inc, | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.82% | 0.97% | 1.05% | Q4 2022 | Q3 2023 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 0.60% | 0.63% | 0.66% | Q3 2018 | Q2 2019 | 4 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Haverford Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
DDFG, Inc | 4 | 4 | 5.98% | 6.14% | 6.44% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 8.34% | 9.12% | 9.66% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q3 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SENTINEL TRUST CO LBA | 4 | 4 | 1.57% | 2.64% | 3.42% | Q1 2019 | Q4 2019 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.30% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
XML Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.28% | 0.42% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 2.07% | 2.12% | 2.16% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.05% | 0.77% | 1.15% | Q4 2018 | Q3 2023 | 4 |
GenWealth Group, Inc. | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 4 |
HFG Advisors, Inc. | 4 | 4 | 0.24% | 0.25% | 0.25% | Q4 2022 | Q3 2023 | 4 |
NewFocus Financial Group, LLC | 4 | 4 | 0.79% | 1.14% | 1.56% | Q1 2020 | Q4 2020 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.25% | 1.06% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.12% | 1.40% | 5.19% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BALLAST ADVISORS LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 4.52% | 4.59% | 4.74% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.64% | 1.23% | 1.55% | Q4 2022 | Q3 2023 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 3 | 1 | 0.03% | 0.12% | 0.21% | Q4 2021 | Q4 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HEARTLAND ADVISORS INC | 1 | 1 | 0.02% | 0.06% | 0.16% | Q4 2015 | Q4 2020 | 4 |
ACG Wealth | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2019 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 2.06% | 2.16% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.41% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.02% | 0.05% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 4 |
Life Planning Partners, Inc | 4 | 4 | 1.77% | 1.86% | 1.91% | Q4 2021 | Q3 2022 | 4 |
Watchman Group, Inc. | 4 | 4 | 0.52% | 0.84% | 1.27% | Q4 2022 | Q3 2023 | 4 |
SC&H Financial Advisors, Inc. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 8.31% | 8.88% | 9.23% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.58% | 0.67% | 0.72% | Q4 2017 | Q3 2018 | 4 |
Virginia National Bank | 4 | 4 | 5.04% | 5.65% | 6.94% | Q4 2022 | Q3 2023 | 4 |
Bank of New Hampshire | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Norway Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.20% | 1.25% | 1.36% | Q4 2022 | Q3 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.31% | 0.41% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.25% | 0.38% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 2.78% | 6.92% | 8.60% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.35% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 1.41% | 2.66% | 4.99% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 22.21% | 23.18% | 24.70% | Q4 2022 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Seascape Capital Management | 4 | 4 | 0.35% | 0.44% | 0.61% | Q4 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.32% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Mirador Capital Partners LP | 4 | 4 | 0.09% | 0.20% | 0.41% | Q3 2019 | Q2 2020 | 4 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 5.88% | 6.33% | 6.74% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.30% | 0.39% | 0.56% | Q2 2022 | Q4 2022 | 3 |
Nikulski Financial, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 3.12% | 3.20% | 3.30% | Q1 2023 | Q3 2023 | 3 |
KANALY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 1 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.35% | 0.44% | 0.52% | Q1 2023 | Q3 2023 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.20% | 0.34% | Q3 2020 | Q4 2021 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.04% | 0.18% | 0.40% | Q1 2016 | Q3 2016 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.44% | 2.55% | 2.70% | Q1 2023 | Q3 2023 | 3 |
Long Run Wealth Advisors, LLC | 3 | 3 | 0.19% | 1.98% | 2.93% | Q3 2022 | Q1 2023 | 3 |
Marotta Asset Management | 3 | 3 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q2 2020 | 3 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2023 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 1.75% | 3.04% | 3.81% | Q1 2023 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 3 |
AUGUSTINE ASSET MANAGEMENT INC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 3 | 3.05% | 3.28% | 3.61% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BAILARD, INC. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.14% | 0.21% | 0.25% | Q1 2021 | Q2 2022 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SWMG, LLC | 3 | 3 | 0.21% | 0.37% | 0.60% | Q4 2022 | Q2 2023 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CPA Asset Management LLC | 3 | 3 | 0.19% | 0.25% | 0.37% | Q1 2023 | Q3 2023 | 3 |
AFAM CAPITAL, INC. | 2 | 1 | 0.04% | 0.23% | 0.35% | Q4 2015 | Q4 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 1.48% | 1.71% | 2.12% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
DERBY & COMPANY, INC | 3 | 3 | 0.41% | 0.42% | 0.42% | Q1 2021 | Q3 2021 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q4 2020 | 3 |
TCWP LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2022 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 3 |
Strategic Equity Management | 3 | 3 | 1.65% | 1.82% | 2.17% | Q2 2022 | Q4 2022 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q1 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
SP Asset Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.08% | 0.16% | 0.25% | Q3 2021 | Q2 2023 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Clarius Group, LLC | 2 | 2 | 0.79% | 0.84% | 0.88% | Q2 2018 | Q3 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.20% | 0.31% | 0.42% | Q3 2018 | Q4 2018 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.07% | 0.17% | 0.27% | Q2 2014 | Q3 2014 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 8.51% | 8.52% | 8.52% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.02% | 0.66% | 1.29% | Q2 2020 | Q3 2020 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BRINKER CAPITAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEW SOUTH CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
THIRD AVENUE MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 1.81% | 1.83% | 1.86% | Q2 2023 | Q3 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.96% | 0.98% | 1.01% | Q2 2021 | Q3 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.32% | 0.39% | 0.47% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.27% | 0.43% | 0.59% | Q1 2019 | Q2 2019 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q1 2020 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q2 2020 | 2 |
Lantz Financial LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q4 2019 | Q3 2022 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q4 2016 | Q4 2019 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q1 2021 | 2 |
PRUDENT INVESTORS NETWORK, INC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.57% | 0.66% | 0.75% | Q4 2017 | Q1 2018 | 2 |
Holistic Financial Partners | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.16% | 0.32% | Q2 2018 | Q4 2019 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.23% | 0.40% | 0.57% | Q1 2017 | Q4 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.82% | 0.83% | 0.84% | Q4 2022 | Q1 2023 | 2 |
Efficient Market Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2021 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.08% | 0.13% | 0.19% | Q4 2022 | Q2 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q1 2021 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
HEADINVEST, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q1 2021 | Q2 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Wealthstream Advisors, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Meristem Family Wealth, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q4 2016 | Q2 2020 | 2 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q2 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Gunma Bank,Ltd. | 2 | 2 | 1.14% | 1.26% | 1.38% | Q2 2021 | Q3 2021 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Monument Capital Management | 2 | 2 | 2.90% | 3.56% | 4.23% | Q2 2023 | Q3 2023 | 2 |
BSW Wealth Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
St. James Investment Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2019 | Q4 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Thomasville National Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 8.19% | 8.19% | 8.19% | Q1 2023 | Q1 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Verum Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2020 | Q2 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AXS Investments LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 10.28% | 10.28% | 10.28% | Q1 2019 | Q1 2019 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Hubbell Strickland Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2022 | Q3 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VICUS CAPITAL | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2021 | Q1 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Aston Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
Doman Group, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 4.93% | 4.93% | 4.93% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 6.26% | 6.26% | 6.26% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.