Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 75 |
HUNTINGTON NATIONAL BANK | 36 | 6 | 0.00% | 0.01% | 0.06% | Q1 2009 | Q3 2023 | 56 |
MUFG Americas Holdings Corp | 48 | 48 | 0.06% | 0.15% | 0.23% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 44 | 2 | 0.04% | 0.53% | 12.04% | Q1 2012 | Q3 2023 | 46 |
Rehmann Capital Advisory Group | 30 | 15 | 0.01% | 1.21% | 2.44% | Q1 2012 | Q3 2023 | 45 |
GOLDMAN SACHS GROUP INC | 34 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 45 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.06% | 0.71% | 2.40% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.06% | 0.14% | 0.23% | Q4 2012 | Q3 2023 | 44 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.02% | 0.08% | 0.16% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.04% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.10% | 0.33% | 0.53% | Q1 2013 | Q3 2023 | 43 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.08% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.19% | 0.30% | 0.41% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.43% | 0.79% | 1.72% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SPC Financial, Inc. | 42 | 42 | 1.66% | 2.35% | 3.29% | Q2 2013 | Q3 2023 | 42 |
Harbour Capital Advisors, LLC | 22 | 8 | 0.16% | 0.24% | 0.47% | Q1 2013 | Q4 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.26% | 0.58% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.29% | 1.28% | 2.87% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.05% | 0.42% | 1.08% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.16% | 0.54% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 1.56% | 4.85% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.18% | 0.25% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Evensky & Katz LLC | 42 | 42 | 4.79% | 7.25% | 10.57% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.24% | 2.17% | 6.36% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.06% | 0.27% | 0.56% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.07% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.32% | 1.20% | 2.34% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.11% | 0.27% | 0.42% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.13% | 0.25% | 0.51% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.05% | 0.24% | 0.75% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.97% | 3.45% | 6.15% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 2.24% | 2.82% | 3.91% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.16% | 0.62% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.96% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 1.91% | 2.87% | 4.28% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.68% | 2.11% | 4.35% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.52% | 1.17% | 2.16% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.04% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 27 | 14 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 1.04% | 1.42% | 2.23% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 41 | 41 | 0.07% | 0.13% | 0.21% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.49% | 0.79% | 1.39% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.03% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 41 | 41 | 0.03% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 41 |
KCM INVESTMENT ADVISORS LLC | 38 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
King Wealth Management Group | 27 | 14 | 0.06% | 2.38% | 3.80% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.08% | 0.22% | 0.51% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.04% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 31 | 10 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Perkins Coie Trust Co | 40 | 40 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.74% | 1.00% | 1.19% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.11% | 0.39% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Capital Investment Advisors, LLC | 38 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 1.34% | 2.64% | 4.81% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.15% | 0.60% | 0.93% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.28% | 1.04% | 2.47% | Q4 2013 | Q3 2023 | 40 |
Kistler-Tiffany Companies, LLC | 33 | 7 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 1.95% | 3.02% | 3.94% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 1.03% | 2.24% | 4.43% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 31 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.08% | 0.23% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.09% | 0.26% | Q1 2014 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2022 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.16% | 0.54% | Q4 2013 | Q3 2023 | 39 |
STEPHENS INC /AR/ | 39 | 39 | 0.01% | 0.12% | 0.19% | Q1 2014 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.02% | 0.30% | 2.56% | Q1 2014 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 37 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
Rex Capital Advisors, LLC | 39 | 39 | 7.88% | 15.74% | 18.82% | Q2 2013 | Q4 2022 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2022 | 39 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 38 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 25 | 12 | 0.05% | 0.08% | 0.11% | Q4 2013 | Q3 2023 | 37 |
Montecito Bank & Trust | 31 | 1 | 0.09% | 0.19% | 0.87% | Q2 2014 | Q4 2023 | 37 |
COMMERCE BANK | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
CIBC WORLD MARKET INC. | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
Betterment LLC | 36 | 36 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.56% | 0.63% | 0.73% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.99% | 1.20% | 1.41% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.53% | 0.81% | 1.22% | Q4 2014 | Q3 2023 | 36 |
MONETA GROUP INVESTMENT ADVISORS LLC | 36 | 36 | 0.02% | 0.52% | 1.08% | Q4 2014 | Q3 2023 | 36 |
SNS Financial Group, LLC | 30 | 6 | 0.11% | 0.35% | 0.54% | Q4 2013 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.81% | 1.84% | 2.86% | Q2 2013 | Q1 2022 | 36 |
Capital Directions Investment Advisors, LLC | 28 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 36 |
ETF Portfolio Partners, Inc. | 36 | 36 | 3.88% | 4.85% | 5.76% | Q4 2014 | Q3 2023 | 36 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 35 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.93% | 2.09% | 2.56% | Q2 2013 | Q1 2022 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.96% | 1.75% | 2.66% | Q4 2014 | Q3 2023 | 36 |
COLONY GROUP LLC | 36 | 36 | 0.00% | 0.09% | 0.51% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 36 | 36 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.11% | 0.18% | 0.24% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.20% | 0.42% | Q4 2014 | Q3 2023 | 36 |
River Wealth Advisors LLC | 35 | 35 | 0.60% | 1.84% | 3.72% | Q1 2015 | Q3 2023 | 35 |
REGENTATLANTIC CAPITAL LLC | 35 | 35 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2021 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.01% | 0.57% | 1.54% | Q4 2014 | Q3 2023 | 35 |
AMERICAN NATIONAL BANK | 28 | 7 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 35 |
CULLEN/FROST BANKERS, INC. | 35 | 35 | 0.01% | 0.34% | 0.86% | Q1 2015 | Q3 2023 | 35 |
MV CAPITAL MANAGEMENT, INC. | 22 | 12 | 0.00% | 0.49% | 1.18% | Q4 2014 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.06% | 0.15% | 0.35% | Q2 2013 | Q3 2021 | 34 |
NATIXIS ADVISORS, L.P. | 29 | 5 | 0.01% | 0.25% | 0.70% | Q2 2013 | Q3 2023 | 34 |
Evercore Wealth Management, LLC | 16 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 34 |
FIRST NATIONAL BANK OF OMAHA | 34 | 34 | 0.02% | 0.02% | 0.09% | Q2 2014 | Q3 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Zhang Financial LLC | 22 | 12 | 0.02% | 0.11% | 0.16% | Q2 2014 | Q3 2023 | 34 |
SIGMA INVESTMENT COUNSELORS INC | 21 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.42% | 0.71% | 1.15% | Q2 2013 | Q3 2021 | 34 |
ASSETMARK, INC | 23 | 11 | 0.00% | 0.04% | 0.70% | Q3 2013 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
CENTRAL TRUST Co | 28 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q2 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q1 2022 | 33 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.28% | 1.22% | 3.06% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
DUBUQUE BANK & TRUST CO | 27 | 1 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 32 |
Thomasville National Bank | 27 | 1 | 0.02% | 0.10% | 0.32% | Q1 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.08% | 0.67% | 1.23% | Q2 2013 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.29% | 0.64% | 1.34% | Q4 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.06% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
MERIDIAN INVESTMENT COUNSEL INC. | 32 | 32 | 0.21% | 0.26% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.48% | 1.69% | 3.66% | Q4 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 31 |
Pure Financial Advisors, LLC | 22 | 9 | 0.05% | 0.41% | 1.02% | Q3 2015 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 31 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 31 | 31 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.11% | 0.27% | Q4 2015 | Q3 2023 | 31 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q2 2023 | 30 |
TOMPKINS FINANCIAL CORP | 20 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 30 |
FIRST CITIZENS BANK & TRUST CO | 30 | 30 | 0.02% | 0.20% | 0.54% | Q2 2016 | Q3 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.03% | 0.28% | 0.64% | Q2 2013 | Q3 2020 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 26 | 4 | 0.04% | 0.10% | 0.22% | Q1 2016 | Q3 2023 | 30 |
WASHINGTON TRUST BANK | 15 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 30 |
Oakworth Capital, Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BURKE & HERBERT BANK & TRUST CO | 30 | 30 | 0.26% | 0.34% | 0.45% | Q2 2016 | Q3 2023 | 30 |
Baker Avenue Asset Management, LP | 23 | 3 | 0.01% | 0.05% | 0.53% | Q2 2013 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.07% | 0.15% | Q3 2014 | Q4 2021 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.02% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
People's United Financial, Inc. | 17 | 12 | 0.00% | 0.43% | 2.51% | Q2 2013 | Q1 2022 | 29 |
Citizens Business Bank | 29 | 29 | 0.05% | 0.46% | 1.04% | Q4 2012 | Q4 2019 | 29 |
Prospera Financial Services Inc | 18 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 29 |
NWAM LLC | 17 | 12 | 0.02% | 0.12% | 0.25% | Q2 2016 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.03% | 0.07% | 0.33% | Q1 2016 | Q3 2023 | 29 |
MONEYWISE, INC. | 29 | 29 | 0.17% | 0.26% | 0.37% | Q3 2016 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 18 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2023 | 29 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.07% | 2.21% | 4.54% | Q4 2013 | Q3 2020 | 28 |
WEALTHSOURCE PARTNERS, LLC | 19 | 9 | 0.02% | 0.25% | 2.04% | Q1 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.01% | 0.20% | Q3 2016 | Q3 2023 | 28 |
INTRUST BANK NA | 27 | 1 | 0.04% | 0.93% | 2.37% | Q2 2013 | Q2 2020 | 28 |
Merriman Wealth Management, LLC | 14 | 3 | 0.12% | 1.12% | 2.18% | Q2 2013 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 11 | 1 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 28 |
Almanack Investment Partners, LLC. | 28 | 28 | 0.20% | 0.47% | 1.33% | Q4 2016 | Q3 2023 | 28 |
CADENCE BANK NA | 20 | 8 | 0.19% | 0.33% | 0.50% | Q2 2013 | Q2 2022 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 1.49% | 4.79% | 7.93% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 28 |
SOL Capital Management CO | 27 | 27 | 0.06% | 0.58% | 0.88% | Q1 2017 | Q3 2023 | 27 |
Norway Savings Bank | 26 | 1 | 1.11% | 2.37% | 3.40% | Q4 2016 | Q3 2023 | 27 |
Private Wealth Advisors, Inc. | 27 | 27 | 0.26% | 0.33% | 0.45% | Q2 2013 | Q4 2019 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.11% | 0.19% | 0.25% | Q2 2015 | Q4 2021 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.16% | 0.26% | 0.50% | Q1 2017 | Q3 2023 | 27 |
MATHER GROUP, LLC. | 17 | 1 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q2 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Flaharty Asset Management, LLC | 27 | 27 | 0.20% | 3.40% | 6.28% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 27 | 27 | 0.22% | 0.30% | 0.52% | Q1 2017 | Q3 2023 | 27 |
JAMES INVESTMENT RESEARCH INC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LVZ, Inc. | 21 | 6 | 0.25% | 5.13% | 12.90% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.06% | 0.28% | 0.52% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.06% | 0.36% | Q4 2016 | Q3 2023 | 27 |
Lido Advisors, LLC | 27 | 27 | 0.13% | 0.27% | 0.51% | Q1 2017 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
First Heartland Consultants, Inc. | 11 | 2 | 0.09% | 0.57% | 2.12% | Q2 2013 | Q3 2023 | 26 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.05% | 0.19% | Q3 2011 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.64% | 0.89% | 1.17% | Q2 2013 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.12% | 0.22% | 0.27% | Q2 2013 | Q3 2019 | 26 |
Chicago Partners Investment Group LLC | 26 | 26 | 0.02% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Capital Investment Advisory Services, LLC | 26 | 26 | 0.01% | 0.38% | 1.76% | Q2 2017 | Q3 2023 | 26 |
AMG National Trust Bank | 14 | 12 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
TCI Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.03% | 0.20% | Q4 2012 | Q1 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.08% | Q2 2013 | Q3 2019 | 26 |
QUADRANT CAPITAL GROUP LLC | 14 | 5 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 26 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.08% | 0.40% | 0.95% | Q3 2013 | Q4 2019 | 26 |
MCF Advisors LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q4 2019 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 25 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Spectrum Management Group, LLC | 22 | 3 | 0.01% | 0.05% | 0.10% | Q3 2015 | Q3 2022 | 25 |
Matthew Goff Investment Advisor, LLC | 25 | 25 | 0.12% | 0.26% | 0.40% | Q3 2017 | Q3 2023 | 25 |
North Star Investment Management Corp. | 15 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 25 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 25 | 25 | 0.11% | 0.14% | 0.15% | Q3 2017 | Q3 2023 | 25 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Hilltop Holdings Inc. | 12 | 4 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.10% | 0.18% | 0.40% | Q2 2017 | Q2 2023 | 25 |
Confluence Wealth Management LLC | 24 | 1 | 0.70% | 1.05% | 2.30% | Q1 2014 | Q3 2020 | 25 |
DUNCKER STREETT & CO INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 25 |
Marquette Asset Management, LLC | 25 | 25 | 0.34% | 0.38% | 0.44% | Q3 2013 | Q3 2019 | 25 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.21% | 0.37% | 0.44% | Q2 2013 | Q2 2019 | 25 |
USCA RIA LLC | 25 | 25 | 0.02% | 0.16% | 0.37% | Q2 2015 | Q2 2021 | 25 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 2 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.52% | 0.72% | 0.89% | Q4 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 3.22% | 3.69% | 4.27% | Q4 2017 | Q3 2023 | 24 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 24 | 0.04% | 0.85% | 2.17% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.21% | 0.25% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.34% | 0.77% | 1.93% | Q4 2017 | Q3 2023 | 24 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.15% | 0.87% | Q1 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.09% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.12% | 0.18% | 0.20% | Q4 2015 | Q3 2021 | 24 |
WESBANCO BANK INC | 13 | 11 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 1.68% | 5.25% | 17.58% | Q4 2017 | Q3 2023 | 24 |
FMA ADVISORY INC | 15 | 1 | 0.93% | 1.75% | 2.76% | Q2 2013 | Q1 2021 | 24 |
Lutz Financial Services LLC | 24 | 24 | 1.42% | 2.35% | 4.28% | Q4 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2020 | 24 |
Hudson Capital Management LLC | 24 | 24 | 0.24% | 2.26% | 3.88% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.29% | 0.34% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Arete Wealth Advisors, LLC | 13 | 2 | 0.02% | 0.23% | 0.54% | Q2 2014 | Q2 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 1.10% | 1.79% | 3.29% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.14% | 0.45% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 12 | 11 | 0.00% | 0.04% | 0.17% | Q2 2017 | Q3 2023 | 23 |
First Command Bank | 17 | 6 | 0.01% | 0.11% | 0.45% | Q3 2017 | Q2 2023 | 23 |
ADVISORS MANAGEMENT GROUP INC /ADV | 12 | 4 | 0.08% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 23 | 23 | 0.03% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 23 |
First Command Financial Services, Inc. | 17 | 6 | 0.00% | 0.12% | 0.48% | Q3 2017 | Q2 2023 | 23 |
Edelman Financial Services, LLC | 23 | 23 | 0.00% | 1.30% | 1.53% | Q2 2013 | Q4 2018 | 23 |
SEGALL BRYANT & HAMILL, LLC | 19 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 23 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 23 | 23 | 0.08% | 0.11% | 0.14% | Q1 2018 | Q3 2023 | 23 |
PETTYJOHN, WOOD & WHITE, INC | 23 | 23 | 0.07% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
CENTRAL BANK & TRUST CO | 20 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 23 |
Financial Advocates Investment Management | 22 | 1 | 0.02% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 23 |
Hudock, Inc. | 17 | 6 | 0.00% | 0.03% | 0.44% | Q1 2016 | Q3 2022 | 23 |
Kingsview Wealth Management, LLC | 12 | 5 | 0.04% | 0.15% | 0.39% | Q1 2017 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 23 |
LINCOLN NATIONAL CORP | 20 | 3 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 23 |
APPLETON PARTNERS INC/MA | 14 | 1 | 0.02% | 0.04% | 0.10% | Q1 2017 | Q4 2023 | 22 |
Cordasco Financial Network | 22 | 22 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2022 | 22 |
Savant Capital, LLC | 21 | 1 | 0.01% | 0.08% | 0.36% | Q3 2017 | Q3 2023 | 22 |
Frontier Wealth Management LLC | 22 | 22 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q2 2022 | 22 |
Schneider Downs Wealth Management Advisors, LP | 15 | 2 | 0.05% | 0.24% | 0.92% | Q4 2015 | Q3 2023 | 21 |
Ironsides Asset Advisors, LLC | 21 | 21 | 0.08% | 0.13% | 0.19% | Q3 2018 | Q3 2023 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 1 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 0.09% | 1.79% | 5.30% | Q2 2016 | Q3 2023 | 21 |
FORVIS Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 21 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.01% | 0.06% | 0.43% | Q1 2016 | Q1 2021 | 21 |
HANCOCK WHITNEY CORP | 20 | 1 | 0.01% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 11 | 10 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q2 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.64% | 0.89% | 1.33% | Q1 2017 | Q3 2023 | 21 |
Hugh Johnson Advisors LLC | 13 | 1 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q2 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Narwhal Capital Management | 12 | 1 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 21 |
FIDUCIARY TRUST CO | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 21 |
Transform Wealth, LLC | 14 | 3 | 0.03% | 0.10% | 0.25% | Q2 2016 | Q3 2023 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.05% | 0.59% | 1.34% | Q2 2014 | Q2 2022 | 21 |
Segment Wealth Management, LLC | 20 | 20 | 0.19% | 0.27% | 0.35% | Q1 2015 | Q4 2019 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.55% | 2.11% | 3.13% | Q4 2018 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.10% | 0.29% | 1.52% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.15% | 0.28% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 11 | 1 | 1.03% | 1.70% | 4.90% | Q2 2013 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.11% | 0.42% | 2.63% | Q4 2014 | Q3 2019 | 20 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 6 | 0.11% | 0.14% | 0.19% | Q3 2018 | Q3 2023 | 20 |
Meridian Wealth Management, LLC | 13 | 1 | 0.03% | 0.11% | 0.23% | Q2 2017 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.16% | 0.35% | 0.79% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 18 | 2 | 0.04% | 0.09% | 0.13% | Q4 2015 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.08% | 0.15% | 0.26% | Q4 2013 | Q3 2018 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.03% | 0.08% | 0.17% | Q1 2013 | Q4 2017 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.05% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 20 | 20 | 0.22% | 0.48% | 1.02% | Q4 2018 | Q3 2023 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 20 | 20 | 0.41% | 0.75% | 1.39% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
HERITAGE INVESTORS MANAGEMENT CORP | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.37% | 0.76% | 1.07% | Q4 2018 | Q3 2023 | 20 |
MISSION WEALTH MANAGEMENT, LP | 19 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q2 2023 | 20 |
Choate Investment Advisors | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.12% | 0.24% | Q4 2015 | Q3 2020 | 20 |
CIBC BANK USA | 20 | 20 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Founders Capital Management | 13 | 7 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2023 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 0.21% | 0.48% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.11% | 0.23% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.60% | 0.81% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 1.92% | 3.48% | 5.58% | Q4 2018 | Q3 2023 | 20 |
Ferris Capital, LLC | 20 | 20 | 0.26% | 1.79% | 3.48% | Q2 2017 | Q1 2022 | 20 |
Haverford Trust Co | 12 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.10% | 0.26% | Q4 2017 | Q3 2022 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 2.70% | 3.71% | 6.51% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.02% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Evanson Asset Management, LLC | 19 | 19 | 0.09% | 0.12% | 0.15% | Q4 2013 | Q2 2018 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
SMITH SHELLNUT WILSON LLC /ADV | 19 | 19 | 1.48% | 1.91% | 6.06% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.07% | 0.22% | 0.56% | Q1 2019 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.03% | 0.43% | 1.53% | Q2 2013 | Q4 2017 | 19 |
DONALDSON CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.13% | 0.20% | 0.37% | Q3 2016 | Q1 2021 | 19 |
CRA Financial Services, LLC | 14 | 5 | 0.08% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.27% | 0.77% | 1.15% | Q4 2018 | Q2 2023 | 19 |
Mechanics Bank Trust Department | 14 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.94% | 4.97% | Q3 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners Group, LLC | 10 | 9 | 0.13% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.04% | 0.18% | 0.25% | Q4 2017 | Q2 2022 | 19 |
CHEMICAL BANK | 19 | 19 | 0.34% | 0.40% | 0.44% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Ausdal Financial Partners, Inc. | 12 | 3 | 0.03% | 0.19% | 0.42% | Q4 2015 | Q1 2022 | 19 |
Modera Wealth Management, LLC | 10 | 9 | 0.02% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.48% | 0.80% | 1.46% | Q1 2019 | Q3 2023 | 19 |
HOWE & RUSLING INC | 16 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.04% | 0.08% | 0.21% | Q2 2013 | Q4 2017 | 19 |
Corundum Group, Inc. | 10 | 4 | 0.20% | 0.31% | 0.41% | Q3 2017 | Q3 2022 | 19 |
KWMG, LLC | 15 | 4 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors, Inc. | 19 | 19 | 0.10% | 0.24% | 1.66% | Q4 2015 | Q2 2020 | 19 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 10 | 1 | 0.07% | 0.20% | 0.37% | Q4 2017 | Q3 2023 | 19 |
Reynders McVeigh Capital Management, LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
HBK Sorce Advisory LLC | 15 | 1 | 0.01% | 0.13% | 0.24% | Q1 2017 | Q4 2022 | 18 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
PFG Advisors | 13 | 5 | 0.03% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 18 |
Sunbelt Securities, Inc. | 12 | 2 | 0.01% | 0.08% | 0.33% | Q3 2018 | Q3 2023 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
BAILARD, INC. | 14 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.10% | 0.13% | 0.20% | Q2 2013 | Q3 2017 | 18 |
Destination Wealth Management | 11 | 1 | 0.01% | 0.07% | 0.39% | Q1 2013 | Q2 2019 | 18 |
WEDBUSH SECURITIES INC | 11 | 2 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 11 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2017 | 18 |
BRIGHTON JONES LLC | 11 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.05% | 0.10% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2018 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q4 2019 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.02% | 0.04% | 0.23% | Q2 2013 | Q3 2017 | 18 |
BANK OF STOCKTON | 11 | 7 | 0.12% | 0.80% | 1.42% | Q1 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 17 |
Ahrens Investment Partners LLC | 13 | 1 | 0.03% | 0.41% | 1.08% | Q4 2016 | Q1 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 12 | 1 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Kalos Management, Inc. | 11 | 6 | 0.00% | 1.27% | 3.12% | Q4 2015 | Q2 2023 | 17 |
Kingfisher Capital LLC | 17 | 17 | 0.06% | 0.23% | 0.35% | Q3 2017 | Q3 2021 | 17 |
Ellevest, Inc. | 16 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
BRIDGES INVESTMENT MANAGEMENT INC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q4 2017 | 17 |
Rice Partnership, LLC | 12 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Atlas Brown,Inc. | 9 | 1 | 0.04% | 0.15% | 0.25% | Q4 2017 | Q3 2023 | 17 |
COUNTRY TRUST BANK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 17 |
MYCIO WEALTH PARTNERS, LLC | 14 | 3 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q4 2019 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.04% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Cerity Partners LLC | 17 | 17 | 0.01% | 0.11% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Sterling Investment Advisors, Ltd. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 17 |
Venture Visionary Partners LLC | 16 | 16 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.06% | 0.11% | Q4 2014 | Q4 2018 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.26% | 0.45% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Weil Company, Inc. | 15 | 1 | 0.06% | 0.19% | 0.22% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.27% | 0.57% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Pensionmark Financial Group, LLC | 12 | 1 | 0.05% | 2.75% | 9.38% | Q4 2018 | Q3 2023 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 16 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2021 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.06% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.04% | 0.20% | 0.55% | Q3 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.13% | 0.33% | 1.30% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.28% | 0.49% | 1.28% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2020 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.47% | 0.64% | 0.88% | Q4 2017 | Q3 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q1 2023 | 16 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 1 | 0.06% | 0.43% | 0.80% | Q2 2014 | Q2 2019 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 1.74% | 2.04% | 2.53% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.18% | 0.24% | 0.37% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
HM PAYSON & CO | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.01% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.16% | 0.25% | Q2 2013 | Q1 2017 | 16 |
RPg Family Wealth Advisory, LLC | 11 | 1 | 0.02% | 0.12% | 0.21% | Q4 2015 | Q1 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.07% | 1.01% | 3.61% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.25% | 0.41% | 1.02% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 16 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.35% | 0.40% | 0.46% | Q1 2020 | Q3 2023 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 15 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 15 |
Dana Investment Advisors, Inc. | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.01% | 0.05% | 0.19% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.13% | 0.37% | Q2 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.04% | 0.16% | 0.58% | Q4 2019 | Q2 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 3.28% | 4.08% | 5.33% | Q4 2019 | Q2 2023 | 15 |
Parallel Advisors, LLC | 9 | 6 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 15 |
AFFINITY WEALTH MANAGEMENT LLC | 12 | 1 | 0.34% | 5.63% | 18.44% | Q2 2013 | Q3 2017 | 15 |
Risk Paradigm Group, LLC | 13 | 2 | 0.03% | 0.82% | 2.44% | Q1 2015 | Q4 2018 | 15 |
Glassman Wealth Services | 15 | 15 | 0.04% | 0.08% | 0.14% | Q3 2016 | Q1 2020 | 15 |
Graypoint LLC | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 10 | 1 | 0.01% | 0.30% | 0.67% | Q2 2017 | Q3 2023 | 15 |
SVB WEALTH LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.06% | 0.21% | Q2 2016 | Q4 2019 | 15 |
LexAurum Advisors, LLC | 15 | 15 | 0.07% | 0.16% | 0.22% | Q3 2018 | Q1 2022 | 15 |
First Citizens Financial Corp | 13 | 2 | 3.13% | 3.70% | 4.16% | Q4 2019 | Q3 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.11% | 0.18% | 0.47% | Q2 2015 | Q4 2018 | 15 |
PIERSHALE FINANCIAL GROUP, INC. | 10 | 1 | 0.00% | 4.47% | 14.87% | Q2 2014 | Q1 2023 | 15 |
BOENNING & SCATTERGOOD, INC. | 8 | 7 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Connecticut Wealth Management, LLC | 10 | 1 | 0.05% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.73% | 1.13% | 1.96% | Q4 2019 | Q3 2023 | 15 |
BRYN MAWR TRUST Co | 15 | 15 | 0.01% | 2.70% | 3.72% | Q1 2020 | Q3 2023 | 15 |
Factorial Partners, LLC | 15 | 15 | 1.33% | 1.94% | 2.40% | Q1 2020 | Q3 2023 | 15 |
Leonetti & Associates, LLC | 15 | 15 | 1.03% | 1.11% | 1.23% | Q3 2014 | Q1 2018 | 15 |
Capital Square, LLC | 15 | 15 | 0.22% | 0.26% | 0.31% | Q4 2019 | Q2 2023 | 15 |
Advisory Alpha, LLC | 15 | 15 | 0.01% | 0.20% | 0.34% | Q1 2017 | Q3 2020 | 15 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Elwood & Goetz Wealth Advisory Group, LLC | 14 | 14 | 0.14% | 0.21% | 0.27% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2017 | 14 |
EARNEST PARTNERS LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
PBMares Wealth Management LLC | 12 | 2 | 0.10% | 0.17% | 0.41% | Q4 2019 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 11 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 14 |
S.A. Mason LLC | 12 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 14 |
Brookstone Capital Management | 12 | 1 | 0.01% | 0.32% | 1.17% | Q4 2016 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2019 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.13% | 0.47% | 0.62% | Q4 2013 | Q4 2017 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.06% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Soltis Investment Advisors LLC | 14 | 14 | 0.09% | 0.52% | 1.02% | Q2 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Klingman & Associates, LLC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q1 2018 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.27% | 0.36% | 0.43% | Q4 2013 | Q1 2017 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 7 | 6 | 0.02% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 13 |
CAHABA WEALTH MANAGEMENT, INC. | 10 | 3 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q3 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2017 | 13 |
Balentine LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 13 |
ProVise Management Group, LLC | 10 | 1 | 0.04% | 0.08% | 0.23% | Q2 2013 | Q2 2021 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Regal Investment Advisors LLC | 10 | 3 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2016 | 13 |
HRT FINANCIAL LP | 7 | 1 | 0.02% | 0.07% | 0.19% | Q2 2015 | Q3 2023 | 13 |
COMERICA BANK | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 0.16% | 0.21% | 0.25% | Q3 2019 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2022 | 13 |
FC Advisory LLC | 13 | 13 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q4 2023 | 13 |
AdvicePeriod, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2021 | 13 |
ALERUS FINANCIAL NA | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2022 | 13 |
Archford Capital Strategies, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 13 |
DAVIS R M INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 13 |
Newport Wealth Strategies, Inc. | 10 | 3 | 0.12% | 0.25% | 0.38% | Q4 2017 | Q3 2021 | 13 |
Pinnacle Family Advisors, LLC | 11 | 2 | 0.44% | 3.42% | 10.37% | Q4 2016 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Covenant Asset Management, LLC | 13 | 13 | 0.20% | 0.39% | 0.53% | Q4 2016 | Q4 2019 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.14% | 0.56% | 0.96% | Q2 2013 | Q2 2016 | 13 |
Live Your Vision, LLC | 11 | 1 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q1 2019 | 12 |
NICOLET ADVISORY SERVICES, LLC | 8 | 4 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 0.32% | 0.85% | 1.58% | Q4 2018 | Q3 2021 | 12 |
Mutual Advisors, LLC | 4 | 1 | 0.01% | 0.23% | 0.45% | Q4 2017 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 9 | 3 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 5 | 2 | 0.01% | 0.11% | 0.35% | Q2 2018 | Q1 2023 | 12 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.88% | 1.90% | Q1 2017 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.18% | 0.82% | 1.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.38% | 0.42% | 0.46% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
First Command Advisory Services, Inc. | 11 | 1 | 0.00% | 3.82% | 11.66% | Q4 2017 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.33% | 1.11% | 4.14% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 1.12% | 1.34% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Peak Asset Management, LLC | 12 | 12 | 0.26% | 0.29% | 0.33% | Q4 2014 | Q3 2017 | 12 |
Strategic Blueprint, LLC | 11 | 1 | 0.03% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 12 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.29% | 0.38% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.23% | 0.38% | 0.61% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
PEOPLES BANK /OH | 12 | 12 | 0.13% | 0.30% | 0.37% | Q4 2015 | Q3 2018 | 12 |
Lehman & Derafelo Financial Resources LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 12 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.02% | 0.05% | Q3 2015 | Q1 2023 | 12 |
Brown Advisory Securities, LLC | 12 | 12 | 0.06% | 0.11% | 0.15% | Q2 2016 | Q1 2019 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.45% | 1.32% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 1.50% | 3.45% | 4.86% | Q4 2020 | Q3 2023 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q1 2020 | 12 |
FOSTER & MOTLEY INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 5 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 12 |
First PREMIER Bank | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 12 |
O'Brien Wealth Partners LLC | 12 | 12 | 0.10% | 0.70% | 2.59% | Q4 2015 | Q3 2018 | 12 |
First Personal Financial Services | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2018 | 12 |
Robertson Stephens Wealth Management, LLC | 12 | 12 | 0.04% | 0.18% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 6.13% | 6.60% | 7.02% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
COZAD ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 0.24% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 4.10% | 4.97% | 5.39% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.06% | 1.27% | 1.66% | Q4 2020 | Q3 2023 | 12 |
CUE ADVISORY SERVICES, INC. | 7 | 2 | 0.19% | 0.32% | 0.62% | Q4 2014 | Q3 2018 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
TODD ASSET MANAGEMENT LLC | 12 | 12 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q1 2016 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q4 2017 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 7 | 1 | 0.01% | 0.07% | 0.24% | Q2 2015 | Q4 2020 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 4 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.08% | 0.31% | Q4 2015 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.08% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 11 | 0.04% | 0.21% | 0.37% | Q4 2017 | Q2 2020 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Your Advocates Ltd., LLP | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 11 |
WEST BANCORPORATION INC | 4 | 3 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 11 |
Huntington Steele LLC | 11 | 11 | 0.15% | 0.22% | 0.25% | Q3 2015 | Q1 2018 | 11 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 11 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q1 2023 | 11 |
Camarda Financial Advisors, LLC | 9 | 1 | 1.30% | 2.18% | 5.72% | Q2 2013 | Q1 2022 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.08% | 0.12% | 0.15% | Q3 2019 | Q1 2022 | 11 |
Townsend & Associates, Inc | 11 | 11 | 0.32% | 0.89% | 1.50% | Q4 2017 | Q2 2020 | 11 |
MILLIE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.16% | 0.91% | 1.41% | Q4 2014 | Q4 2017 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 2 | 0.00% | 0.20% | 0.30% | Q4 2015 | Q3 2023 | 11 |
IMS Capital Management | 11 | 11 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Crewe Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 11 | 11 | 0.15% | 0.23% | 0.33% | Q1 2018 | Q3 2020 | 11 |
Wolff Financial Management LLC | 6 | 1 | 0.14% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Rain Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Accredited Investors Inc. | 11 | 11 | 0.02% | 1.53% | 4.18% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.05% | 0.26% | 0.44% | Q1 2021 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.02% | 0.21% | Q4 2016 | Q3 2023 | 11 |
Hanlon Investment Management, Inc. | 5 | 1 | 0.04% | 0.42% | 1.14% | Q3 2014 | Q1 2023 | 11 |
FundX Investment Group, LLC | 4 | 3 | 0.24% | 10.92% | 25.38% | Q2 2013 | Q4 2021 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 1.31% | 3.26% | 4.42% | Q1 2021 | Q3 2023 | 11 |
Personal Wealth Partners | 11 | 11 | 0.12% | 0.24% | 0.42% | Q1 2019 | Q3 2021 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 11 |
BOK Financial Private Wealth, Inc. | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.08% | 0.18% | Q4 2013 | Q3 2023 | 11 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.14% | 0.72% | Q1 2016 | Q1 2019 | 11 |
Sargent Bickham Lagudis LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 11 |
TIEDEMANN ADVISORS, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q2 2017 | 11 |
Wealth Architects, LLC | 10 | 1 | 0.07% | 0.08% | 0.12% | Q1 2015 | Q1 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.11% | 0.13% | 0.15% | Q1 2014 | Q1 2017 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
HMS Capital Management, LLC | 11 | 11 | 0.14% | 0.46% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2015 | 11 |
Argent Trust Co | 6 | 2 | 0.02% | 0.10% | 0.26% | Q1 2015 | Q3 2023 | 11 |
Hayden Royal, LLC | 10 | 1 | 0.11% | 0.51% | 2.09% | Q4 2018 | Q4 2021 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.24% | 0.30% | 0.37% | Q4 2019 | Q2 2022 | 11 |
CNB Bank | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.18% | 0.28% | 0.37% | Q4 2018 | Q2 2021 | 11 |
MACRO Consulting Group | 11 | 11 | 2.57% | 3.05% | 3.88% | Q4 2018 | Q2 2021 | 11 |
Cable Hill Partners, LLC | 9 | 2 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q1 2019 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.12% | 0.18% | 0.21% | Q1 2021 | Q3 2023 | 11 |
TFC Financial Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Clear Creek Financial Management, LLC | 9 | 1 | 0.03% | 0.94% | 2.82% | Q3 2020 | Q2 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 1.49% | 5.08% | Q4 2014 | Q1 2017 | 10 |
ACAS, LLC | 6 | 4 | 1.47% | 1.52% | 1.70% | Q1 2021 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 3 | 0.11% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Wealth Advisory Solutions, LLC | 6 | 4 | 0.00% | 1.38% | 4.54% | Q4 2020 | Q2 2023 | 10 |
Country Club Trust Company, n.a. | 6 | 1 | 0.03% | 0.05% | 0.11% | Q2 2016 | Q4 2021 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.32% | 0.64% | 0.81% | Q4 2017 | Q1 2020 | 10 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.02% | 0.10% | 0.30% | Q1 2014 | Q1 2022 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2021 | 10 |
Blankinship & Foster, LLC | 4 | 2 | 0.09% | 0.12% | 0.14% | Q4 2017 | Q1 2021 | 10 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.14% | 0.17% | 0.28% | Q1 2018 | Q2 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q1 2023 | 10 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 5 | 1 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.10% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
StoneX Group Inc. | 4 | 2 | 0.10% | 0.17% | 0.25% | Q4 2017 | Q4 2021 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.10% | 0.16% | 0.20% | Q4 2019 | Q1 2022 | 10 |
EASTERN BANK | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 10 |
Charles Schwab Trust Co | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 10 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 10 |
Acropolis Investment Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 10 |
MainStreet Investment Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 5 | 1 | 0.02% | 0.24% | 0.45% | Q2 2013 | Q1 2023 | 10 |
Noven Financial Group, Inc. | 4 | 1 | 0.38% | 8.08% | 12.55% | Q4 2013 | Q4 2019 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2017 | 10 |
RMB Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Barber Financial Group, Inc. | 9 | 9 | 0.40% | 5.14% | 12.11% | Q1 2021 | Q1 2023 | 9 |
EWG Elevate Inc. | 9 | 9 | 0.21% | 2.47% | 5.26% | Q1 2021 | Q1 2023 | 9 |
Cordant, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Leonard Rickey Investment Advisors P.L.L.C. | 9 | 9 | 0.84% | 0.96% | 1.05% | Q4 2017 | Q4 2019 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.09% | 0.15% | 0.30% | Q3 2021 | Q3 2023 | 9 |
AlphaCore Capital LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FAYEZ SAROFIM & CO | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 5 | 4 | 0.00% | 0.10% | 0.21% | Q1 2019 | Q3 2021 | 9 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.15% | 0.59% | 1.00% | Q4 2020 | Q3 2023 | 9 |
ECLECTIC ASSOCIATES INC /ADV | 5 | 4 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 9 |
Sharkey, Howes & Javer | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 9 |
Sather Financial Group Inc | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 9 |
Dorsey Wright & Associates | 3 | 2 | 0.82% | 1.42% | 2.44% | Q2 2013 | Q1 2023 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.00% | 0.09% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.19% | 0.24% | 0.33% | Q3 2020 | Q3 2022 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Opes Advisors Inc | 9 | 9 | 1.85% | 2.94% | 4.72% | Q4 2016 | Q4 2018 | 9 |
CHILTON INVESTMENT CO INC. | 9 | 9 | 0.16% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Aevitas Wealth Management, Inc. | 6 | 3 | 0.01% | 0.11% | 0.40% | Q4 2017 | Q4 2021 | 9 |
Keel Point, LLC | 7 | 2 | 0.03% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Archer Investment Corp | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.10% | 0.29% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Friedenthal Financial | 9 | 9 | 0.32% | 0.90% | 1.11% | Q1 2021 | Q1 2023 | 9 |
MATTERN CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.09% | 0.19% | Q1 2020 | Q1 2022 | 9 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2019 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Consolidated Planning Corp | 5 | 4 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2016 | 9 |
Carnegie Capital Asset Management, LLC | 5 | 4 | 0.01% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.34% | 0.51% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Klaas Financial Asset Advisors, LLC | 8 | 1 | 0.04% | 0.22% | 0.43% | Q4 2020 | Q2 2023 | 9 |
Hamilton Capital, LLC | 9 | 9 | 0.09% | 4.86% | 9.59% | Q3 2021 | Q3 2023 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Grant/GrossMendelsohn, LLC | 8 | 8 | 0.20% | 0.28% | 0.33% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Community Bank & Trust, Waco, Texas | 5 | 3 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.59% | 0.62% | 0.70% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 3.36% | 3.54% | 3.78% | Q4 2021 | Q3 2023 | 8 |
Summit Asset Management, LLC | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2016 | Q3 2018 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 1.68% | 2.31% | 3.71% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2018 | 8 |
BANK PICTET & CIE (ASIA) LTD | 7 | 1 | 0.28% | 0.31% | 0.34% | Q4 2013 | Q4 2017 | 8 |
ERTS Wealth Advisors, LLC | 6 | 2 | 0.02% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 1 | 0.01% | 0.06% | 0.33% | Q4 2018 | Q1 2023 | 8 |
BECK MACK & OLIVER LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Clarius Group, LLC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q1 2016 | Q4 2017 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2019 | 8 |
Ipswich Investment Management Co., Inc. | 8 | 8 | 0.12% | 0.34% | 0.42% | Q4 2015 | Q3 2017 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.17% | 0.20% | 0.27% | Q4 2019 | Q3 2021 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 1 | 0.00% | 1.67% | 3.79% | Q3 2014 | Q2 2022 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.20% | 0.22% | 0.24% | Q2 2013 | Q1 2015 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Whitegate Investment Counselors, Inc. | 8 | 8 | 0.31% | 0.32% | 0.34% | Q1 2017 | Q4 2018 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.06% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 1.52% | 1.82% | 2.03% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
BOSTON FAMILY OFFICE LLC | 8 | 8 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Pinkerton Retirement Specialists, LLC | 6 | 2 | 1.14% | 3.52% | 6.17% | Q1 2021 | Q1 2023 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2021 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.59% | 0.66% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Summit Financial Wealth Advisors, LLC | 5 | 3 | 0.07% | 0.08% | 0.10% | Q3 2016 | Q2 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 8 |
WealthStone, Inc. | 8 | 8 | 0.16% | 0.24% | 0.38% | Q2 2019 | Q1 2021 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.31% | 0.37% | 0.44% | Q4 2016 | Q3 2018 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.00% | 11.24% | 22.80% | Q1 2021 | Q4 2022 | 8 |
American Trust | 8 | 8 | 0.12% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q4 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Parker Investment Management, LLC | 8 | 8 | 0.15% | 0.21% | 0.28% | Q1 2016 | Q4 2017 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 0.34% | 4.88% | 10.54% | Q4 2021 | Q3 2023 | 8 |
Alpha Omega Wealth Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.08% | 0.15% | 0.24% | Q4 2019 | Q3 2021 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 1.34% | 1.87% | 2.32% | Q4 2021 | Q3 2023 | 8 |
Plancorp, LLC | 7 | 1 | 0.06% | 0.10% | 0.12% | Q2 2017 | Q4 2019 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.09% | 0.27% | Q3 2014 | Q1 2023 | 8 |
Hardy Reed LLC | 6 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q1 2023 | 8 |
LTG Capital LLC | 8 | 8 | 3.49% | 3.74% | 4.36% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.15% | 1.02% | Q1 2017 | Q2 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 0.37% | 0.44% | 0.49% | Q4 2019 | Q3 2023 | 7 |
Cutter & CO Brokerage, Inc. | 5 | 2 | 0.08% | 0.14% | 0.20% | Q2 2014 | Q2 2017 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
ABNER HERRMAN & BROCK LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
LITTLE HOUSE CAPITAL LLC | 7 | 7 | 0.09% | 0.40% | 0.57% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.15% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FIRST MANHATTAN CO. LLC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 7 |
Karp Capital Management Corp | 3 | 1 | 0.02% | 0.70% | 1.97% | Q4 2014 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.18% | 0.20% | 0.23% | Q2 2020 | Q4 2021 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
TCF National Bank | 7 | 7 | 0.35% | 0.43% | 0.49% | Q3 2019 | Q1 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Concorde Asset Management, LLC | 2 | 1 | 0.21% | 0.40% | 1.07% | Q1 2015 | Q3 2018 | 7 |
Concord Wealth Partners | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 3.38% | 6.50% | Q1 2014 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Insight Wealth Strategies, LLC | 5 | 2 | 0.04% | 0.10% | 0.25% | Q4 2018 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 0.19% | 0.51% | 0.90% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.23% | 0.42% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Catamount Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.22% | 0.32% | 0.42% | Q4 2021 | Q2 2023 | 7 |
Allegheny Financial Group LTD | 7 | 7 | 0.21% | 0.40% | 0.49% | Q1 2022 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Psagot Value Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BENJAMIN EDWARDS INC | 6 | 1 | 0.00% | 1.24% | 2.34% | Q1 2019 | Q2 2022 | 7 |
EP Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.06% | 0.33% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.30% | 0.36% | 0.46% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2020 | 7 |
Sheaff Brock Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q1 2023 | 7 |
Sierra Capital LLC | 7 | 7 | 0.16% | 0.55% | 0.77% | Q1 2022 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
JSF Financial, LLC | 7 | 7 | 0.17% | 3.81% | 4.89% | Q1 2022 | Q3 2023 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.08% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
TNF LLC | 4 | 3 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 7 |
John W. Brooker & Co., CPAs | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Element Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
ACG Wealth | 6 | 6 | 0.06% | 0.10% | 0.20% | Q4 2018 | Q1 2020 | 6 |
STEWARD CAPITAL MANAGEMENT/ | 6 | 6 | 0.72% | 1.10% | 1.63% | Q2 2013 | Q3 2014 | 6 |
JMG Financial Group, Ltd. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
VICUS CAPITAL | 5 | 1 | 0.06% | 0.13% | 0.26% | Q1 2014 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.20% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 6 |
KANALY TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Close Asset Management Ltd | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
VANCE WEALTH, INC. | 6 | 6 | 0.29% | 1.11% | 1.56% | Q2 2022 | Q3 2023 | 6 |
KEYSTONE WEALTH PARTNERS | 6 | 6 | 8.44% | 9.17% | 9.58% | Q4 2020 | Q1 2022 | 6 |
Level Financial Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.16% | 0.26% | 0.40% | Q2 2022 | Q3 2023 | 6 |
MA Private Wealth | 6 | 6 | 0.13% | 0.59% | 1.58% | Q4 2018 | Q1 2020 | 6 |
Elite Wealth Management, Inc. | 5 | 1 | 0.03% | 0.04% | 0.07% | Q3 2013 | Q3 2016 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 1 | 0.11% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 6 |
Hedeker Wealth, LLC | 3 | 1 | 0.07% | 0.20% | 0.46% | Q2 2016 | Q4 2021 | 6 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
OAK HARBOR WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Jackson Hole Capital Partners, LLC | 6 | 6 | 0.26% | 0.35% | 0.46% | Q4 2018 | Q1 2020 | 6 |
55I, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 6 |
Parasol Investment Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q1 2015 | 6 |
RB Capital Management, LLC | 6 | 6 | 0.00% | 0.22% | 0.36% | Q4 2016 | Q1 2018 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 1.26% | 1.67% | 2.23% | Q4 2019 | Q1 2021 | 6 |
Smith & Howard Wealth Management, LLC | 4 | 2 | 0.02% | 0.08% | 0.11% | Q3 2013 | Q3 2017 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.02% | 0.21% | 0.35% | Q4 2016 | Q4 2021 | 6 |
Courage Miller Partners, LLC | 6 | 6 | 3.22% | 3.35% | 3.54% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.16% | 0.22% | Q3 2020 | Q2 2023 | 6 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
FIRST NATIONAL TRUST CO | 5 | 1 | 0.02% | 0.03% | 0.07% | Q1 2016 | Q4 2018 | 6 |
WealthTrust-Arizona, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2018 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.06% | 0.07% | 0.15% | Q4 2020 | Q1 2022 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2016 | 6 |
Concert Wealth Management Inc. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2016 | 6 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.14% | 0.32% | 0.54% | Q3 2018 | Q3 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Bryn Mawr Capital Management, LLC | 4 | 2 | 0.33% | 0.42% | 0.54% | Q4 2016 | Q3 2023 | 6 |
Sunesis Advisors, LLC | 5 | 1 | 0.19% | 0.67% | 0.93% | Q1 2022 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 6 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q1 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Oxinas Partners Wealth Management LLC | 3 | 2 | 0.20% | 0.33% | 0.54% | Q3 2021 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
BANK OF THE WEST | 4 | 1 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q4 2014 | 5 |
EFG Asset Management (Americas) Corp. | 3 | 2 | 0.04% | 0.12% | 0.26% | Q1 2014 | Q2 2015 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Edge Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
NUANCE INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 5 |
Cadence Bank | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BECKER CAPITAL MANAGEMENT INC | 3 | 2 | 0.04% | 0.14% | 0.20% | Q3 2017 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.18% | 0.48% | Q4 2016 | Q4 2017 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Johanson Financial Advisors, Inc. | 4 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.60% | 0.71% | 0.86% | Q1 2020 | Q1 2021 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 5 | 0.30% | 0.35% | 0.42% | Q2 2020 | Q2 2021 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 1.08% | 1.73% | 2.76% | Q4 2016 | Q4 2017 | 5 |
Madden Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 5 |
HoyleCohen, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Lee Financial Co | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q2 2018 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Columbia Trust Co 01012016 | 4 | 1 | 0.10% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.34% | 0.43% | 0.50% | Q3 2013 | Q3 2014 | 5 |
Pegasus Partners Ltd. | 4 | 1 | 0.04% | 0.14% | 0.20% | Q1 2019 | Q1 2022 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q1 2023 | 5 |
Clear Perspective Advisors, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q4 2021 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Guidant Wealth Advisors | 3 | 2 | 0.01% | 0.09% | 0.14% | Q3 2016 | Q3 2019 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.34% | 0.35% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Confluence Wealth Services, Inc. | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 5 |
Crossmark Global Holdings, Inc. | 4 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q2 2018 | 5 |
IFG Advisors, LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Ascension Capital Advisors, Inc. | 5 | 5 | 0.23% | 3.80% | 5.53% | Q1 2021 | Q1 2022 | 5 |
Integrated Wealth Concepts LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Relaxing Retirement Coach | 2 | 1 | 0.06% | 0.12% | 0.17% | Q3 2020 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.49% | 0.66% | 0.90% | Q4 2020 | Q4 2021 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.27% | 0.41% | 0.50% | Q4 2018 | Q4 2019 | 5 |
Farmers National Bank | 3 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2019 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.60% | 0.68% | 0.71% | Q4 2016 | Q4 2017 | 5 |
Kensington Investment Counsel, LLC | 3 | 2 | 0.54% | 0.79% | 1.19% | Q4 2020 | Q1 2022 | 5 |
Resurgent Financial Advisors LLC | 3 | 2 | 0.04% | 0.14% | 0.21% | Q2 2022 | Q3 2023 | 5 |
DOHJ, LLC | 2 | 1 | 0.12% | 0.54% | 1.51% | Q1 2021 | Q4 2022 | 5 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.29% | 0.34% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.26% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Security Financial Services, INC. | 4 | 4 | 0.30% | 0.40% | 0.49% | Q2 2022 | Q1 2023 | 4 |
Parcion Private Wealth LLC | 3 | 1 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q1 2022 | 4 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q4 2014 | 4 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
Kovack Advisors, Inc. | 2 | 2 | 0.33% | 0.83% | 1.54% | Q1 2013 | Q3 2014 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q1 2015 | Q4 2015 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2017 | 4 |
TEXAS PERMANENT SCHOOL FUND CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.21% | 0.22% | 0.22% | Q1 2016 | Q4 2016 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 1.77% | 1.88% | 2.02% | Q4 2022 | Q3 2023 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.31% | 0.43% | 0.52% | Q4 2021 | Q3 2022 | 4 |
LYELL WEALTH MANAGEMENT, LP | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.16% | 0.27% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.22% | 0.24% | 0.28% | Q4 2018 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TOWER TRUST Co | 4 | 4 | 0.16% | 0.80% | 1.15% | Q2 2013 | Q1 2014 | 4 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CPWM, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q4 2017 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 1.69% | 1.83% | 1.97% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Great Diamond Partners, LLC | 3 | 1 | 0.01% | 1.23% | 1.67% | Q4 2019 | Q3 2022 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.28% | 0.30% | 0.30% | Q1 2019 | Q4 2019 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 0.01% | 0.40% | 0.90% | Q4 2013 | Q2 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 3.98% | 4.41% | 4.95% | Q4 2022 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Portland Global Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 3 | 1 | 0.00% | 0.60% | 0.85% | Q1 2022 | Q2 2023 | 4 |
Kovitz Investment Group Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 2 | 2 | 0.01% | 0.20% | 0.37% | Q2 2013 | Q2 2014 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.30% | 0.33% | 0.39% | Q1 2022 | Q4 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Aprio Wealth Management, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.43% | 0.61% | 0.74% | Q4 2022 | Q3 2023 | 4 |
CONDOR CAPITAL MANAGEMENT | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.02% | 0.61% | 1.18% | Q4 2015 | Q1 2017 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.27% | 0.32% | Q4 2020 | Q3 2021 | 4 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.05% | 0.10% | 0.13% | Q3 2013 | Q2 2014 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q4 2017 | 4 |
Revolve Wealth Partners, LLC | 3 | 1 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 4 |
Alpha Cubed Investments, LLC | 4 | 4 | 0.16% | 0.21% | 0.26% | Q4 2013 | Q3 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Allspring Global Investments Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 4 |
NorthRock Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.36% | 0.37% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 2 | 1 | 0.14% | 0.41% | 0.68% | Q2 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.86% | 0.92% | 0.99% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.06% | 0.30% | 0.40% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
JFG Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
GAMBLE JONES INVESTMENT COUNSEL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Legacy Financial Group LLC | 2 | 1 | 0.00% | 0.39% | 0.64% | Q2 2021 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Jefferies Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
ENZI WEALTH | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.17% | 0.21% | 0.23% | Q3 2021 | Q1 2022 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.08% | 0.20% | 0.33% | Q2 2021 | Q4 2021 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.44% | 0.70% | Q4 2018 | Q2 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BTC Capital Management, Inc. | 3 | 3 | 0.13% | 0.18% | 0.26% | Q1 2015 | Q3 2015 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Summit X, LLC | 3 | 3 | 1.30% | 1.35% | 1.42% | Q2 2017 | Q4 2017 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q4 2015 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 3 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.45% | 0.49% | 0.54% | Q1 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.21% | 0.24% | 0.27% | Q2 2016 | Q4 2022 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.69% | 0.72% | 0.75% | Q4 2022 | Q2 2023 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q4 2010 | Q2 2011 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.24% | 0.25% | 0.25% | Q2 2013 | Q4 2013 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
HWG Holdings LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.61% | 1.62% | 2.18% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.40% | 1.45% | 1.49% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q2 2018 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.11% | 0.14% | 0.19% | Q2 2021 | Q1 2022 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q3 2016 | Q1 2017 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Objective Capital Management, LLC | 2 | 1 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.09% | 0.13% | 0.15% | Q1 2016 | Q1 2017 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.46% | 1.52% | 2.49% | Q1 2018 | Q3 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.67% | 0.69% | 0.72% | Q2 2021 | Q4 2021 | 3 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q4 2021 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Bray Capital Advisors | 3 | 3 | 0.10% | 0.33% | 0.46% | Q1 2015 | Q3 2015 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.21% | 0.27% | Q4 2017 | Q2 2018 | 3 |
Chinook Capital Management | 3 | 3 | 3.45% | 3.71% | 3.98% | Q2 2013 | Q4 2013 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 2.63% | 2.73% | 2.79% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 3 |
DRW Securities, LLC | 3 | 3 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.09% | 0.13% | 0.19% | Q4 2013 | Q1 2017 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q2 2019 | Q4 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.38% | 0.40% | 0.42% | Q4 2020 | Q2 2021 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.63% | 0.70% | 0.76% | Q4 2019 | Q2 2020 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
First Citizens Asset Management, Inc. | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.63% | 0.66% | 0.70% | Q1 2023 | Q3 2023 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
KLCM Advisors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q2 2017 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
McElhenny Sheffield Capital Management, LLC | 3 | 3 | 1.28% | 1.34% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.30% | Q2 2016 | Q4 2016 | 2 |
Prostatis Group LLC | 1 | 1 | 0.04% | 0.16% | 0.28% | Q4 2019 | Q2 2023 | 2 |
Polianta Ltd | 2 | 2 | 2.00% | 2.25% | 2.50% | Q2 2017 | Q3 2017 | 2 |
SWS Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Independent Family Office, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Riverwater Partners LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q3 2023 | Q4 2023 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.45% | 0.47% | 0.48% | Q4 2016 | Q1 2017 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2022 | 2 |
RiverTree Advisors, LLC | 2 | 2 | 1.29% | 1.34% | 1.39% | Q3 2021 | Q4 2021 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q1 2019 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 3.42% | 4.15% | 4.87% | Q2 2023 | Q3 2023 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.13% | 0.20% | 0.26% | Q4 2021 | Q1 2022 | 2 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.66% | 0.67% | 0.68% | Q2 2022 | Q3 2022 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q1 2017 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
NewDay Solutions, LLC | 1 | 1 | 0.15% | 0.84% | 1.52% | Q4 2018 | Q2 2019 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q1 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2022 | Q2 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stokes & Hubbell Capital Management, LLC | 2 | 2 | 0.40% | 0.48% | 0.56% | Q4 2018 | Q1 2019 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Strategic Equity Management | 2 | 2 | 0.15% | 0.18% | 0.22% | Q1 2022 | Q2 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.31% | Q4 2021 | Q1 2022 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 0.42% | 0.48% | 0.54% | Q1 2021 | Q2 2021 | 2 |
Corundum Trust Company, INC | 2 | 2 | 5.50% | 5.58% | 5.66% | Q2 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Adams Wealth Management | 1 | 1 | 0.00% | 1.10% | 2.19% | Q4 2019 | Q3 2020 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 1.55% | 2.00% | 2.45% | Q1 2021 | Q2 2021 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAS Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.57% | 0.60% | 0.63% | Q1 2022 | Q2 2022 | 2 |
West Branch Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2017 | Q2 2017 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Optas, LLC | 2 | 2 | 0.32% | 0.42% | 0.52% | Q4 2019 | Q1 2020 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2018 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 6.64% | 6.70% | 6.76% | Q4 2016 | Q1 2017 | 2 |
Wealthstar Advisors, LLC | 2 | 2 | 0.66% | 1.00% | 1.35% | Q2 2021 | Q3 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.34% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 1.53% | 1.55% | 1.58% | Q1 2021 | Q2 2021 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 8.26% | 9.81% | 11.35% | Q2 2016 | Q3 2016 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Idaho Trust Bank | 2 | 2 | 1.93% | 2.04% | 2.16% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 1.77% | 1.82% | 1.88% | Q4 2021 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.32% | 0.35% | 0.37% | Q1 2021 | Q2 2021 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Virginia National Bank | 2 | 2 | 2.66% | 2.90% | 3.14% | Q1 2022 | Q2 2022 | 2 |
Chanos & Co LP | 2 | 2 | 1.80% | 1.96% | 2.13% | Q1 2019 | Q2 2019 | 2 |
Portfolio Strategies Inc | 1 | 1 | 1.42% | 4.34% | 7.26% | Q2 2014 | Q4 2016 | 2 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 0.41% | 0.46% | 0.52% | Q3 2021 | Q1 2023 | 2 |
Live Oak Private Wealth LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.85% | 0.87% | 0.88% | Q2 2013 | Q3 2013 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q2 2022 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q4 2016 | Q1 2017 | 2 |
BLB&B Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Bowman & Co S.C. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 2 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2014 | Q2 2014 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CONNING INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2022 | Q4 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Strid Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Ruggaard & Associates LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
First County Bank /CT/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PEAVINE CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2011 | Q4 2011 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2018 | Q3 2018 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CABANA LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
Surevest, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Avion Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Geller Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Doman Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
New Hampshire Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2017 | Q1 2017 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 7.23% | 7.23% | 7.23% | Q3 2014 | Q3 2014 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SFMG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
HNP Capital LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
United Community Bank | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TDAM USA INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Buttonwood Financial Advisors Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
MARSHWINDS ADVISORY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Aries Wealth Management | 1 | 1 | 3.05% | 3.05% | 3.05% | Q1 2022 | Q1 2022 | 1 |
McGlone Suttner Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Legacy Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beaumont Asset Management, L.L.C. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Clean Yield Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.