Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.03% | 0.20% | 0.88% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.11% | 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% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.02% | 0.47% | 1.13% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.91% | 1.72% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.06% | 0.27% | 1.44% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.13% | 0.29% | Q3 2013 | Q3 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 40 | 40 | 0.02% | 0.12% | 0.30% | Q4 2013 | Q3 2023 | 40 |
NATIXIS ADVISORS, L.P. | 34 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
ClearBridge Investments | 15 | 10 | 0.00% | 0.02% | 0.21% | Q3 2013 | Q3 2023 | 39 |
CIM, LLC | 39 | 39 | 0.13% | 0.20% | 0.32% | Q2 2013 | Q4 2022 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 36 | 2 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 31 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 38 | 38 | 0.02% | 0.41% | 1.02% | Q2 2014 | Q3 2023 | 38 |
ST GERMAIN D J CO INC | 35 | 3 | 0.00% | 0.03% | 0.04% | Q2 2014 | Q4 2023 | 38 |
Family Firm, Inc. | 36 | 36 | 0.30% | 0.35% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 1.01% | 1.26% | 1.49% | Q4 2014 | Q3 2023 | 36 |
HOLLENCREST CAPITAL MANAGEMENT | 34 | 2 | 0.12% | 0.78% | 2.94% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2023 | 35 |
Burt Wealth Advisors | 34 | 34 | 0.14% | 0.24% | 0.37% | Q4 2014 | Q1 2023 | 34 |
Rehmann Capital Advisory Group | 15 | 2 | 0.04% | 0.06% | 0.19% | Q3 2009 | Q3 2023 | 34 |
Legacy Private Trust Co. | 34 | 34 | 0.12% | 0.27% | 1.48% | Q2 2015 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Patten Group, Inc. | 34 | 34 | 0.01% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 34 |
Heritage Wealth Advisors | 31 | 3 | 0.00% | 0.08% | 0.18% | Q4 2014 | Q2 2023 | 34 |
Community Financial Services Group, LLC | 27 | 7 | 0.07% | 2.53% | 4.73% | Q2 2013 | Q4 2021 | 34 |
Creative Planning | 23 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 17 | 16 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 33 |
BROWN BROTHERS HARRIMAN & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.02% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.07% | 1.04% | 2.78% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q4 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 32 | 32 | 0.07% | 0.16% | 0.50% | Q4 2015 | Q3 2023 | 32 |
Armbruster Capital Management, Inc. | 32 | 32 | 0.06% | 0.11% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
High Falls Advisors, Inc | 19 | 12 | 0.10% | 0.13% | 0.18% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.08% | 0.32% | Q4 2015 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 31 | 31 | 0.04% | 0.33% | 0.71% | Q1 2016 | Q3 2023 | 31 |
Sigma Planning Corp | 31 | 31 | 0.06% | 0.22% | 1.47% | Q1 2016 | Q3 2023 | 31 |
MONETARY MANAGEMENT GROUP INC | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2021 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.01% | 0.11% | 0.34% | Q1 2019 | Q3 2023 | 30 |
FINANCIAL COUNSELORS INC | 28 | 2 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
OAK RIDGE INVESTMENTS LLC | 21 | 1 | 0.01% | 0.08% | 0.33% | Q4 2014 | Q3 2023 | 29 |
ALBION FINANCIAL GROUP /UT | 18 | 10 | 0.02% | 0.19% | 0.29% | Q3 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 24 | 4 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.80% | 1.93% | Q4 2016 | Q3 2023 | 28 |
Capital Analysts, LLC | 28 | 28 | 0.02% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 28 |
COLDSTREAM CAPITAL MANAGEMENT INC | 24 | 4 | 0.06% | 0.27% | 0.48% | Q3 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 28 |
First City Capital Management, Inc. | 19 | 9 | 0.09% | 0.18% | 0.26% | Q1 2014 | Q3 2023 | 28 |
COMMERCE BANK | 21 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 0.10% | 0.41% | 0.96% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Patriot Financial Group Insurance Agency, LLC | 27 | 27 | 0.00% | 0.08% | 0.31% | Q1 2017 | Q3 2023 | 27 |
RIVERBRIDGE PARTNERS LLC | 20 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 27 |
SOL Capital Management CO | 27 | 27 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2023 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.01% | 0.07% | 0.18% | Q1 2014 | Q3 2020 | 27 |
Baker Avenue Asset Management, LP | 27 | 27 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 26 | 26 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.02% | 0.09% | 0.24% | Q1 2017 | Q3 2023 | 26 |
LINCOLN NATIONAL CORP | 15 | 11 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.21% | 0.58% | 1.08% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.14% | 0.23% | Q2 2017 | Q3 2023 | 26 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 26 |
Asset Dedication, LLC | 21 | 5 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Sandy Spring Bank | 25 | 1 | 0.00% | 1.36% | 1.97% | Q2 2013 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 26 | 0.04% | 0.16% | 0.24% | Q2 2017 | Q3 2023 | 26 |
WESTWOOD HOLDINGS GROUP INC | 26 | 26 | 0.05% | 0.13% | 0.20% | Q2 2017 | Q3 2023 | 26 |
HOWE & RUSLING INC | 22 | 3 | 0.00% | 0.67% | 1.98% | Q2 2014 | Q3 2023 | 25 |
Good Life Advisors, LLC | 19 | 6 | 0.10% | 0.61% | 1.30% | Q2 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.11% | 1.37% | 2.08% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.12% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.02% | 0.10% | 0.13% | Q3 2017 | Q3 2023 | 25 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.07% | 0.19% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.03% | 0.13% | Q2 2017 | Q2 2023 | 25 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.32% | 0.73% | 1.36% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.48% | 0.97% | 1.60% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.08% | 0.34% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 4.88% | 7.85% | 11.39% | Q4 2016 | Q3 2023 | 24 |
JMG Financial Group, Ltd. | 24 | 24 | 0.11% | 0.15% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Parsec Financial Management, Inc. | 24 | 24 | 0.12% | 0.22% | 0.34% | Q2 2017 | Q1 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.00% | 0.14% | 0.44% | Q2 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.16% | 0.18% | 0.19% | Q4 2015 | Q3 2021 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.25% | 0.36% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 23 | 1 | 0.02% | 0.11% | 0.21% | Q3 2015 | Q4 2021 | 24 |
Colorado Capital Management, Inc. | 24 | 24 | 0.29% | 1.95% | 2.82% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Advanced Asset Management Advisors Inc | 24 | 24 | 4.04% | 5.01% | 5.74% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.28% | 1.29% | 4.10% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.18% | 0.26% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 20 | 3 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Balentine LLC | 15 | 3 | 0.00% | 1.24% | 7.27% | Q2 2017 | Q3 2023 | 23 |
COLONY GROUP LLC | 13 | 5 | 0.01% | 0.22% | 0.38% | Q4 2014 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Greenline Partners, LLC | 12 | 11 | 0.35% | 0.63% | 0.75% | Q4 2017 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.11% | 0.42% | 1.00% | Q4 2017 | Q2 2023 | 23 |
People's United Financial, Inc. | 22 | 22 | 0.04% | 0.35% | 1.05% | Q4 2016 | Q1 2022 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 1.42% | 1.84% | 2.33% | Q1 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
DOLIVER ADVISORS, LP | 21 | 21 | 0.11% | 10.24% | 23.74% | Q4 2018 | Q4 2023 | 22 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.23% | 0.55% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.11% | 0.18% | 0.36% | Q4 2017 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 22 |
Strategic Point Investment Advisors, LLC | 22 | 22 | 0.04% | 0.54% | 0.70% | Q2 2017 | Q3 2022 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 22 | 22 | 0.06% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Legacy Financial Advisors, Inc. | 13 | 9 | 0.08% | 0.15% | 0.35% | Q4 2017 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 22 |
BRYN MAWR TRUST Co | 19 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.05% | 0.18% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 7 | 3 | 0.00% | 0.04% | 0.16% | Q4 2017 | Q3 2023 | 21 |
West Branch Capital LLC | 14 | 7 | 0.12% | 0.19% | 0.37% | Q2 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 17 | 4 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.25% | 1.54% | 2.03% | Q4 2017 | Q4 2022 | 21 |
CX Institutional | 18 | 3 | 0.00% | 0.86% | 2.06% | Q2 2018 | Q3 2023 | 21 |
Cornerstone Advisory, LLC | 21 | 21 | 0.19% | 0.70% | 1.21% | Q3 2018 | Q3 2023 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 5 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q3 2022 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.07% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 11 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 2.44% | 4.01% | 6.87% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.35% | 3.68% | 6.68% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 20 | 20 | 0.20% | 0.49% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.10% | 1.58% | 3.86% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.10% | 3.38% | 6.82% | Q1 2018 | Q4 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.41% | 0.68% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.11% | 0.29% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.09% | 0.14% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.08% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Tennessee Valley Asset Management Partners | 20 | 20 | 10.41% | 14.25% | 17.02% | Q4 2018 | Q3 2023 | 20 |
Leonard Rickey Investment Advisors P.L.L.C. | 20 | 20 | 0.18% | 0.24% | 0.31% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 1 | 0.04% | 0.07% | 0.14% | Q2 2017 | Q2 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.13% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 10 | 2 | 0.02% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.22% | 0.45% | 0.74% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cornell Pochily Investment Advisors, Inc. | 19 | 19 | 0.08% | 0.41% | 0.73% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 8 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q1 2018 | 19 |
Weaver Consulting Group | 19 | 19 | 0.08% | 0.21% | 0.28% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GenWealth Group, Inc. | 19 | 19 | 0.10% | 0.13% | 0.14% | Q1 2019 | Q3 2023 | 19 |
MITCHELL CAPITAL MANAGEMENT CO | 19 | 19 | 1.34% | 2.34% | 5.05% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
First National Bank of Hutchinson | 19 | 19 | 0.29% | 0.80% | 1.70% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 11 | 8 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 19 |
Omega Financial Group, LLC | 19 | 19 | 0.18% | 0.68% | 1.00% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.04% | 0.11% | Q3 2014 | Q4 2021 | 19 |
BANK OF MONTREAL /CAN/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
ASPIRIANT, LLC | 19 | 19 | 0.03% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Wealthquest Corp | 14 | 5 | 0.08% | 0.39% | 0.80% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Columbus Macro, LLC | 19 | 19 | 0.08% | 0.47% | 1.08% | Q1 2019 | Q3 2023 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.03% | 0.15% | 0.57% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.07% | 0.15% | 0.27% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.14% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Sargent Bickham Lagudis LLC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Prospera Financial Services Inc | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.08% | 0.14% | 0.23% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.09% | 0.57% | 1.03% | Q2 2019 | Q3 2023 | 18 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.17% | 0.56% | Q4 2016 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.69% | 0.97% | 1.33% | Q1 2019 | Q3 2023 | 18 |
TD Capital Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 18 |
Financial Partners Group, Inc | 17 | 17 | 0.08% | 2.66% | 6.50% | Q4 2017 | Q4 2021 | 17 |
ALTFEST L J & CO INC | 14 | 3 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2019 | 17 |
Voya Financial Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 17 |
Valmark Advisers, Inc. | 13 | 1 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Fusion Family Wealth LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2021 | 17 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.35% | 0.57% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Benchmark Financial Wealth Advisors, LLC | 17 | 17 | 0.31% | 2.09% | 3.67% | Q3 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Mutual Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Jackson Hole Capital Partners, LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.05% | 0.13% | Q3 2013 | Q3 2017 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Linscomb & Williams, Inc. | 17 | 17 | 0.01% | 0.05% | 0.26% | Q3 2019 | Q3 2023 | 17 |
AFT, FORSYTH & COMPANY, INC. | 14 | 2 | 0.10% | 0.17% | 0.20% | Q2 2013 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
Veracity Capital LLC | 16 | 16 | 3.16% | 7.60% | 11.48% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.09% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.12% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Windsor Wealth Management, Inc. | 16 | 16 | 0.10% | 4.32% | 7.05% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Weil Company, Inc. | 16 | 16 | 0.28% | 0.40% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.16% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 10 | 6 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 16 |
GM Advisory Group, LLC | 8 | 3 | 0.04% | 1.50% | 4.89% | Q2 2017 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.05% | 0.17% | 0.53% | Q4 2019 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2023 | 16 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Beaumont Financial Partners, LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2022 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.15% | 0.24% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.02% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 2.53% | 4.95% | 10.08% | Q4 2019 | Q3 2023 | 16 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 16 |
Seascape Capital Management | 16 | 16 | 0.16% | 0.25% | 0.54% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Trilogy Capital Inc. | 13 | 3 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 2.28% | 2.61% | 2.90% | Q4 2019 | Q3 2023 | 16 |
PATTEN & PATTEN INC/TN | 16 | 16 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Peterson Wealth Advisors, LLC | 11 | 5 | 0.08% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 16 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 16 | 16 | 0.43% | 0.51% | 0.63% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.18% | 0.30% | Q3 2017 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.06% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.04% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.05% | 0.12% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.09% | 0.25% | 0.38% | Q4 2017 | Q3 2021 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.12% | 0.24% | 0.48% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.43% | 0.54% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Mariner, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 4.44% | 6.67% | 8.07% | Q4 2019 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q1 2022 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.94% | 1.14% | 1.50% | Q4 2019 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.04% | 0.19% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.28% | 1.23% | 3.18% | Q1 2020 | Q3 2023 | 15 |
Private Wealth Advisors, Inc. | 15 | 15 | 0.13% | 0.94% | 2.18% | Q2 2017 | Q4 2020 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.13% | 0.18% | 0.28% | Q1 2020 | Q3 2023 | 15 |
OARSMAN CAPITAL, INC. | 14 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 1 | 0.02% | 0.32% | 0.80% | Q1 2017 | Q2 2021 | 15 |
Covington Capital Management | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.28% | 0.36% | 0.44% | Q4 2019 | Q2 2023 | 15 |
Cetera Investment Advisers | 14 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Godshalk Welsh Capital Management, Inc. | 14 | 1 | 0.17% | 0.27% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Keystone Financial Group | 13 | 2 | 0.20% | 0.38% | 0.49% | Q4 2019 | Q3 2023 | 15 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 15 | 15 | 0.23% | 0.28% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.21% | 0.44% | Q2 2016 | Q4 2019 | 15 |
Seven Springs Wealth Group, LLC | 15 | 15 | 0.00% | 0.60% | 1.09% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 12 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Cerity Partners LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 15 |
Ackerman Capital Advisors, LLC | 15 | 15 | 0.11% | 0.37% | 0.86% | Q1 2020 | Q3 2023 | 15 |
WILLIAM HARRIS INVESTORS INC | 15 | 15 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 14 |
KFA Private Wealth Group, LLC | 10 | 1 | 0.11% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Eldridge Investment Advisors, Inc. | 14 | 14 | 0.20% | 0.24% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 14 | 14 | 0.94% | 1.69% | 3.04% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.03% | 0.09% | 0.53% | Q1 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
HEADINVEST, LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.16% | 0.28% | 0.41% | Q1 2017 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
Claro Advisors LLC | 9 | 1 | 0.06% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.94% | 1.48% | 1.71% | Q4 2016 | Q1 2020 | 14 |
MSI Financial Services Inc | 10 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 14 |
Biondo Investment Advisors, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
COMERICA BANK | 12 | 1 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 5 | 0.45% | 0.76% | 1.41% | Q4 2019 | Q1 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.07% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Barrett Asset Management, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 13 |
Vista Private Wealth Partners. LLC | 8 | 5 | 0.08% | 0.23% | 0.64% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.15% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Calamos Wealth Management LLC | 10 | 1 | 0.02% | 0.08% | 0.60% | Q4 2014 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q2 2022 | 13 |
Providence Capital Advisors, LLC | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
HHM Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 0.27% | 0.35% | 0.42% | Q4 2020 | Q4 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Rinet Co LLC | 12 | 12 | 0.07% | 0.11% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.85% | 1.44% | 2.10% | Q4 2020 | Q3 2023 | 12 |
Ellevest, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Homrich & Berg | 12 | 12 | 0.03% | 0.06% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.06% | 0.08% | 0.13% | Q1 2016 | Q4 2018 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.34% | 0.44% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 1.78% | 1.92% | 2.05% | Q4 2020 | Q3 2023 | 12 |
IRONWOOD WEALTH MANAGEMENT, INC. | 12 | 12 | 4.80% | 7.12% | 10.24% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 7 | 5 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.71% | 1.02% | 1.32% | Q1 2019 | Q1 2022 | 12 |
Kingsview Wealth Management, LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.48% | 0.73% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 2.35% | 4.09% | 6.65% | Q4 2020 | Q3 2023 | 12 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 5 | 3 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q2 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.00% | 0.05% | 0.16% | Q1 2019 | Q4 2021 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 15.08% | 16.37% | 17.98% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.05% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.53% | 0.66% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2022 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.85% | 1.00% | 1.16% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 8.27% | 10.30% | 13.68% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Group LLC | 12 | 12 | 10.33% | 12.61% | 16.14% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 1.14% | 1.62% | 2.27% | Q1 2021 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
WealthPLAN Partners, LLC | 8 | 3 | 0.01% | 0.10% | 0.15% | Q2 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.30% | 0.44% | 0.53% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.99% | 1.40% | 1.58% | Q4 2019 | Q2 2022 | 11 |
FINANCIAL CONSULATE, INC | 11 | 11 | 0.19% | 0.26% | 0.42% | Q1 2017 | Q3 2019 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.71% | 0.88% | 0.99% | Q4 2020 | Q3 2023 | 11 |
CREDIT SUISSE AG/ | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2020 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.44% | 0.89% | Q1 2017 | Q3 2019 | 11 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.04% | 0.16% | Q3 2019 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.55% | 1.62% | 3.12% | Q4 2019 | Q2 2022 | 11 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.33% | 0.59% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Roble, Belko & Company, Inc | 11 | 11 | 0.20% | 0.21% | 0.23% | Q1 2015 | Q3 2017 | 11 |
55I, LLC | 11 | 11 | 0.08% | 0.17% | 0.50% | Q1 2020 | Q3 2022 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NICOLET BANKSHARES INC | 11 | 11 | 0.10% | 0.17% | 0.28% | Q4 2015 | Q2 2018 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 1.02% | 2.62% | 4.75% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 11 |
PRW Wealth Management LLC | 9 | 1 | 0.10% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 11 |
TIAA CREF TRUST CO FSB/MO | 8 | 3 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2017 | 11 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Savior LLC | 10 | 10 | 0.00% | 0.36% | 0.57% | Q4 2019 | Q1 2022 | 10 |
Timber Hill LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Allen Capital Group, LLC | 7 | 3 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.08% | 1.41% | 1.98% | Q2 2018 | Q3 2020 | 10 |
ALESCO ADVISORS LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Shamrock Asset Management LLC | 10 | 10 | 0.26% | 0.32% | 0.38% | Q2 2016 | Q3 2018 | 10 |
Gerstein Fisher | 8 | 2 | 0.07% | 0.19% | 0.30% | Q3 2013 | Q3 2016 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.03% | 0.31% | 0.59% | Q1 2017 | Q3 2023 | 10 |
CAHILL FINANCIAL ADVISORS INC | 10 | 10 | 0.12% | 0.99% | 2.66% | Q2 2021 | Q3 2023 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.13% | 0.19% | 0.23% | Q1 2018 | Q2 2020 | 10 |
Larson Financial Group LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 1.84% | 3.03% | 4.11% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Sage Financial Management Group, Inc. | 6 | 1 | 0.37% | 0.61% | 1.04% | Q4 2020 | Q3 2023 | 10 |
Ifrah Financial Services, Inc. | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2022 | 10 |
Adero Partners, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q1 2022 | 10 |
Colonial River Wealth Management, LLC | 7 | 3 | 0.19% | 0.32% | 0.49% | Q4 2020 | Q2 2023 | 10 |
Csenge Advisory Group | 7 | 3 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Financial Enhancement Group LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
SALEM INVESTMENT COUNSELORS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Retirement Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
1900 WEALTH MANAGEMENT LLC | 9 | 9 | 0.21% | 0.74% | 1.58% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Inscription Capital, LLC | 9 | 9 | 0.11% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Riggs Asset Managment Co. Inc. | 9 | 9 | 0.00% | 0.33% | 2.94% | Q3 2018 | Q3 2020 | 9 |
Van Hulzen Asset Management, LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Crescent Grove Advisors, LLC | 8 | 1 | 0.03% | 0.27% | 1.16% | Q4 2018 | Q3 2023 | 9 |
Madison Asset Management, LLC | 9 | 9 | 0.01% | 0.15% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.62% | 0.68% | 0.77% | Q4 2019 | Q4 2021 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 9 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Atlas Private Wealth Advisors | 6 | 1 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 9 |
Portfolio Strategies, Inc. | 9 | 9 | 2.66% | 3.51% | 4.22% | Q4 2017 | Q4 2019 | 9 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 9 |
WHALEROCK POINT PARTNERS, LLC | 7 | 2 | 0.10% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 9 |
One Day In July LLC | 9 | 9 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 9 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.09% | Q4 2013 | Q1 2016 | 9 |
CALTON & ASSOCIATES, INC. | 9 | 9 | 0.08% | 0.58% | 1.14% | Q1 2020 | Q1 2022 | 9 |
NexWave Capital Partners LLC | 9 | 9 | 0.55% | 1.05% | 1.84% | Q4 2019 | Q4 2021 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q4 2014 | 9 |
Bartlett & Co. LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.11% | 0.15% | 0.19% | Q2 2018 | Q2 2020 | 9 |
Centerpoint Advisors, LLC | 9 | 9 | 0.01% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 9 | 9 | 0.18% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.05% | 0.24% | Q4 2019 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Orion Portfolio Solutions, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 5 | 4 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.05% | 0.19% | 0.82% | Q3 2018 | Q3 2022 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 5.28% | 10.10% | 15.40% | Q3 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 9 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.15% | 0.21% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 8 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.11% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
QUADRANT CAPITAL GROUP LLC | 5 | 3 | 0.00% | 0.02% | 0.18% | Q4 2019 | Q3 2023 | 8 |
US FINANCIAL ADVISORS, LLC | 6 | 2 | 0.03% | 0.06% | 0.16% | Q4 2014 | Q1 2021 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 0.28% | 0.42% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 6 | 2 | 0.02% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.37% | 0.73% | 1.33% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.11% | 0.89% | 3.12% | Q4 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.24% | 0.78% | 2.00% | Q4 2017 | Q3 2019 | 8 |
Steinberg Global Asset Management | 8 | 8 | 0.96% | 1.32% | 1.74% | Q2 2017 | Q1 2019 | 8 |
GLENMEDE TRUST CO NA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.13% | 0.26% | 0.36% | Q4 2017 | Q3 2019 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.00% | 0.06% | 0.11% | Q2 2017 | Q1 2022 | 8 |
Caprock Group, LLC | 6 | 2 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.70% | 2.57% | 3.82% | Q4 2021 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
SteelPeak Wealth, LLC | 7 | 1 | 0.01% | 0.13% | 0.20% | Q4 2019 | Q4 2021 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.13% | 0.57% | Q3 2017 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 4.66% | 5.74% | 6.36% | Q4 2021 | Q3 2023 | 8 |
TOTAL INVESTMENT MANAGEMENT INC | 8 | 8 | 0.27% | 0.33% | 0.36% | Q4 2016 | Q3 2018 | 8 |
BROWN ADVISORY INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 2.95% | 10.67% | 30.99% | Q4 2021 | Q3 2023 | 8 |
VIVID FINANCIAL MANAGEMENT, INC. | 8 | 8 | 0.34% | 0.42% | 0.79% | Q1 2020 | Q4 2021 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 1.42% | 2.22% | 3.44% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.34% | 0.52% | 0.75% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.76% | 0.98% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.48% | 0.53% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.25% | 0.53% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.79% | 2.45% | 5.59% | Q4 2020 | Q3 2022 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.05% | 0.69% | 1.23% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 3 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 8 |
WRAPMANAGER INC | 1 | 1 | 0.06% | 0.26% | 0.49% | Q4 2015 | Q4 2022 | 8 |
Sound Financial Strategies Group, LLC | 6 | 1 | 0.00% | 0.82% | 1.58% | Q4 2019 | Q1 2023 | 7 |
Truadvice, LLC | 7 | 7 | 0.13% | 0.40% | 0.68% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q4 2022 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 2.01% | 3.80% | 5.37% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.50% | 0.58% | 0.73% | Q4 2016 | Q2 2018 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.23% | 0.50% | 0.61% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2022 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2012 | Q3 2013 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Operose Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Horizon Investments, LLC | 6 | 1 | 0.03% | 0.13% | 0.21% | Q2 2016 | Q3 2023 | 7 |
Allspring Global Investments Holdings, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
FormulaFolio Investments, LLC | 4 | 3 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q4 2020 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Kelman-Lazarov, Inc. | 4 | 3 | 0.07% | 0.08% | 0.11% | Q2 2019 | Q1 2022 | 7 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 7 | 0.09% | 0.65% | 1.30% | Q2 2016 | Q4 2017 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WIN ADVISORS, INC | 5 | 2 | 0.02% | 1.49% | 5.32% | Q4 2021 | Q3 2023 | 7 |
CNB Bank | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Private Portfolio Partners LLC | 6 | 1 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q2 2023 | 7 |
Simplicity Solutions, LLC | 5 | 2 | 0.01% | 0.12% | 0.28% | Q4 2019 | Q1 2023 | 7 |
MKD WEALTH COACHES, LLC | 7 | 7 | 0.25% | 0.34% | 0.43% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 7 | 0.07% | 0.38% | 0.73% | Q2 2019 | Q4 2020 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q1 2022 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.07% | 0.14% | Q1 2021 | Q4 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Litman Gregory Wealth Management LLC | 3 | 2 | 0.02% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.11% | 0.24% | Q1 2021 | Q2 2023 | 7 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.06% | 0.95% | 1.33% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 6 |
RFG Advisory, LLC | 5 | 1 | 0.05% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 4 | 2 | 0.00% | 0.18% | 0.36% | Q2 2016 | Q3 2023 | 6 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Phoenix Wealth Advisors | 6 | 6 | 1.36% | 2.51% | 3.03% | Q2 2022 | Q3 2023 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
American Trust | 6 | 6 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q2 2023 | 6 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 6 |
Geneva Partners, LLC | 3 | 3 | 0.17% | 0.28% | 0.45% | Q2 2019 | Q4 2020 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Hudock, Inc. | 3 | 1 | 0.00% | 1.53% | 3.14% | Q1 2018 | Q3 2023 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.40% | 0.48% | 0.51% | Q2 2017 | Q3 2018 | 6 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
TRIAD FINANCIAL ADVISORS, INC. | 6 | 6 | 0.10% | 0.22% | 0.36% | Q4 2021 | Q1 2023 | 6 |
Washington Trust Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.20% | 0.62% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 6 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2021 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Clarius Group, LLC | 6 | 6 | 0.27% | 0.41% | 0.56% | Q2 2018 | Q3 2019 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SIMPLEX TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.05% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
LVZ, Inc. | 4 | 2 | 0.05% | 0.13% | 0.24% | Q1 2017 | Q4 2018 | 6 |
SUN LIFE FINANCIAL INC | 4 | 2 | 0.10% | 0.46% | 1.97% | Q4 2015 | Q2 2017 | 6 |
Amundi | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NICOLET ADVISORY SERVICES, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Parker Investment Management, LLC | 5 | 1 | 0.20% | 1.28% | 2.99% | Q4 2018 | Q3 2022 | 6 |
Annapolis Financial Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 6 |
DOWLING & YAHNKE LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.32% | 0.35% | 0.37% | Q2 2022 | Q3 2023 | 6 |
WBH ADVISORY INC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q2 2017 | 6 |
HILLTOP WEALTH ADVISORS, LLC | 6 | 6 | 16.00% | 17.43% | 18.26% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 2.01% | 2.15% | 2.42% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2017 | 6 |
DAVENPORT & Co LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q1 2022 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 3 | 1 | 0.03% | 0.19% | 0.73% | Q1 2017 | Q1 2020 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
ELEMENT POINTE ADVISORS, LLC | 4 | 1 | 0.05% | 0.07% | 0.07% | Q2 2021 | Q2 2023 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.11% | 0.37% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Collaborative Wealth Managment Inc. | 3 | 1 | 0.13% | 0.23% | 0.38% | Q1 2021 | Q4 2022 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.38% | 0.47% | 0.63% | Q2 2022 | Q3 2023 | 5 |
Permanens Capital L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 3 | 2 | 0.67% | 0.76% | 0.82% | Q2 2022 | Q3 2023 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BBVA USA Bancshares, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Charles Schwab Trust Co | 5 | 5 | 2.12% | 2.68% | 3.07% | Q3 2022 | Q3 2023 | 5 |
Coho Partners, Ltd. | 5 | 5 | 0.05% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.20% | Q4 2018 | Q4 2019 | 5 |
VICUS CAPITAL | 4 | 1 | 0.04% | 0.43% | 0.62% | Q3 2017 | Q4 2018 | 5 |
FC Advisory LLC | 5 | 5 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q4 2023 | 5 |
SFG Wealth Management, LLC. | 3 | 2 | 0.20% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 5 |
Financial Engines Advisors L.L.C. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.14% | 0.26% | 0.45% | Q4 2018 | Q4 2019 | 5 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.00% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.06% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 5 |
ALLEGHANY CORP /DE | 4 | 1 | 2.20% | 2.83% | 5.13% | Q2 2017 | Q3 2018 | 5 |
Andesa Financial Management Inc. | 2 | 1 | 0.15% | 0.39% | 0.67% | Q4 2018 | Q4 2022 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
tru Independence LLC | 2 | 1 | 0.01% | 0.16% | 0.44% | Q4 2019 | Q2 2021 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Monument Capital Management | 3 | 2 | 0.00% | 2.65% | 5.83% | Q2 2018 | Q3 2023 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.11% | 0.21% | Q3 2021 | Q2 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 5 |
Mirador Capital Partners LP | 4 | 1 | 0.04% | 0.13% | 0.30% | Q3 2019 | Q1 2022 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.38% | 1.76% | Q4 2019 | Q2 2022 | 5 |
Placemark Investments, Inc. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Apollon Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 4 |
Brickley Wealth Management | 4 | 4 | 0.07% | 0.18% | 0.22% | Q1 2022 | Q4 2022 | 4 |
ARROW FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q1 2021 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
IBERIABANK CORP | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 4 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 4 |
DDFG, Inc | 4 | 4 | 9.48% | 10.48% | 11.34% | Q4 2022 | Q3 2023 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.31% | 0.32% | 0.32% | Q4 2018 | Q3 2019 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.20% | 0.27% | 0.40% | Q1 2019 | Q1 2020 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.37% | 0.56% | 0.67% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.30% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.42% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 4 |
FLAGSTAR ADVISORS INC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WJ Wealth Management, LLC | 3 | 1 | 6.14% | 7.49% | 8.78% | Q3 2021 | Q3 2022 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Phocas Financial Corp. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Watson Rebecca | 4 | 4 | 2.51% | 7.48% | 10.30% | Q4 2019 | Q3 2020 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Kaizen Financial Strategies | 4 | 4 | 0.22% | 0.22% | 0.23% | Q3 2021 | Q2 2022 | 4 |
Savant Capital, LLC | 4 | 4 | 0.00% | 0.22% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.20% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Revolve Wealth Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TCWP LLC | 4 | 4 | 0.09% | 0.24% | 0.45% | Q4 2021 | Q3 2022 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
AlphaCore Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.77% | 1.66% | Q1 2021 | Q4 2021 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.01% | 0.23% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Facet Wealth, Inc. | 4 | 4 | 3.14% | 3.56% | 3.93% | Q4 2022 | Q3 2023 | 4 |
Garde Capital, Inc. | 4 | 4 | 0.09% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.28% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN & Co SECURITIES, INC. | 4 | 4 | 0.65% | 0.67% | 0.68% | Q4 2022 | Q3 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Clean Yield Group | 3 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Hartford Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Spectrum Wealth Advisory Group, LLC | 4 | 4 | 7.36% | 7.60% | 8.13% | Q4 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.36% | 0.90% | 1.46% | Q2 2015 | Q1 2016 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 3.83% | 4.30% | 4.62% | Q4 2022 | Q3 2023 | 4 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.11% | 0.23% | 0.55% | Q4 2017 | Q3 2018 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.47% | 0.51% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 1.76% | 2.27% | 2.57% | Q4 2018 | Q3 2019 | 4 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 16.35% | 16.52% | 16.63% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Hefty Wealth Partners | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 4 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 4 | 4 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.18% | 0.24% | 0.28% | Q3 2019 | Q2 2020 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.54% | 1.62% | 1.66% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q1 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Bank OZK | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Norway Savings Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
McAdam, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 4 |
CERTUITY, LLC | 2 | 2 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2013 | Q2 2014 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 3.11% | 4.75% | 6.68% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 3 |
CUTLER INVESTMENT COUNSEL LLC | 3 | 3 | 0.06% | 1.46% | 2.21% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Topel & Distasi Wealth Management, LLC | 3 | 3 | 1.52% | 1.57% | 1.67% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q4 2020 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 3 |
Strategic Equity Management | 3 | 3 | 2.54% | 2.92% | 3.21% | Q4 2021 | Q2 2022 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.18% | 0.33% | 0.45% | Q2 2023 | Q4 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.02% | 0.16% | 0.40% | Q2 2021 | Q3 2023 | 3 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.18% | 3.04% | 5.34% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.87% | 1.08% | 1.34% | Q3 2021 | Q1 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.09% | 0.15% | 0.24% | Q1 2022 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 1.20% | 1.36% | 1.64% | Q1 2023 | Q3 2023 | 3 |
ACG Wealth | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2022 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT INCOME SOLUTIONS, INC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Safeguard Financial, LLC | 1 | 1 | 0.05% | 0.18% | 0.31% | Q1 2022 | Q2 2023 | 3 |
S&T BANK/PA | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q2 2020 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.04% | 0.15% | 0.22% | Q1 2017 | Q3 2017 | 3 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.11% | 0.34% | 0.46% | Q3 2022 | Q1 2023 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 6.44% | 7.96% | 8.73% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
BAILARD, INC. | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.23% | 0.35% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.99% | 1.20% | 1.34% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.19% | 0.43% | 0.57% | Q4 2022 | Q2 2023 | 3 |
CABANA LLC | 1 | 1 | 0.00% | 0.06% | 0.18% | Q4 2018 | Q2 2020 | 3 |
AFS Financial Group, LLC | 3 | 3 | 0.14% | 0.21% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.15% | 0.18% | 0.22% | Q4 2013 | Q2 2021 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.25% | 1.98% | 2.89% | Q4 2020 | Q2 2021 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.05% | 1.55% | 4.55% | Q1 2022 | Q2 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.33% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 5.63% | 6.24% | 6.66% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q4 2013 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
KANALY TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.52% | 0.58% | 0.64% | Q2 2022 | Q3 2022 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ERn Financial, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.95% | 0.96% | 0.98% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
FIL Ltd | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Penserra Capital Management LLC | 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 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q1 2022 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Three Bridge Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 4.72% | 5.13% | 5.54% | Q3 2021 | Q4 2021 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
DRW Securities, LLC | 1 | 1 | 0.08% | 0.16% | 0.23% | Q2 2013 | Q4 2013 | 2 |
Leisure Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.03% | 0.09% | 0.14% | Q3 2015 | Q4 2015 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q2 2023 | 2 |
Marcum Wealth, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 2 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Banque Cantonale Vaudoise | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.19% | 0.30% | 0.41% | Q1 2023 | Q2 2023 | 2 |
MRA Associates USA LLC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q2 2019 | Q3 2019 | 2 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 0.35% | 0.38% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 5.60% | 5.74% | 5.87% | Q2 2023 | Q3 2023 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.28% | 1.16% | 2.03% | Q2 2016 | Q4 2016 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 1.52% | 1.53% | 1.54% | Q2 2023 | Q3 2023 | 2 |
McGowan Group Asset Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q3 2021 | Q4 2021 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
25 LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 2 |
StoneX Group Inc. | 2 | 2 | 1.39% | 1.68% | 1.96% | Q3 2016 | Q4 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.45% | 0.46% | 0.47% | Q4 2017 | Q1 2018 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.34% | 0.36% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Global Financial Private Capital, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Polen Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
NICHOLAS COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2011 | Q2 2011 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2021 | Q4 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 5.44% | 5.44% | 5.44% | Q2 2021 | Q2 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aries Wealth Management | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2022 | Q2 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MAS Advisors LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2021 | Q4 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PFS Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2022 | Q4 2022 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
ETFIDEA, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2021 | Q2 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 5.67% | 5.67% | 5.67% | Q1 2016 | Q1 2016 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2013 | Q3 2013 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Watchman Group, Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
Doman Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Zeit Capital LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MACRO Consulting Group | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Planning Center, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Verum Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADE, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Boyd Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Paladin Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
GSG Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MERIDIAN MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.