Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.10% | Q4 2012 | Q3 2023 | 44 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.19% | 0.77% | 1.62% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.05% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.18% | 0.71% | 1.50% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.03% | 0.22% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 35 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Valmark Advisers, Inc. | 40 | 40 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 37 | 3 | 0.11% | 0.36% | 0.73% | Q2 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.92% | 2.03% | 3.00% | Q1 2014 | Q4 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 1.25% | 1.66% | 2.21% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 28 | 12 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 40 |
CPWM, LLC | 40 | 40 | 0.04% | 0.10% | 0.22% | Q4 2012 | Q3 2022 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.18% | 0.26% | 0.38% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.03% | 0.10% | 0.28% | Q4 2013 | Q3 2023 | 40 |
West Coast Financial LLC | 40 | 40 | 0.04% | 0.24% | 0.49% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.15% | 0.33% | 0.63% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Legacy Private Trust Co. | 37 | 1 | 0.04% | 0.33% | 1.67% | Q4 2013 | Q3 2023 | 38 |
Capital Investment Advisors, LLC | 38 | 38 | 0.02% | 0.07% | 0.09% | Q3 2014 | Q4 2023 | 38 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.03% | 0.24% | 0.63% | Q2 2013 | Q4 2022 | 38 |
Private Advisor Group, LLC | 22 | 16 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 38 |
LaFleur & Godfrey LLC | 37 | 37 | 0.15% | 0.60% | 1.03% | Q2 2013 | Q2 2022 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.18% | 0.44% | 0.96% | Q2 2013 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.40% | 0.62% | Q4 2014 | Q3 2023 | 36 |
JAMES INVESTMENT RESEARCH INC | 36 | 36 | 0.03% | 0.38% | 0.68% | Q4 2014 | Q3 2023 | 36 |
MATHER GROUP, LLC. | 36 | 36 | 0.02% | 0.28% | 0.64% | Q4 2014 | Q3 2023 | 36 |
DAVENPORT & Co LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.05% | 0.29% | Q4 2014 | Q3 2023 | 36 |
BESSEMER GROUP INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Destination Wealth Management | 16 | 1 | 0.01% | 0.58% | 1.88% | Q1 2013 | Q3 2023 | 36 |
CITIGROUP INC | 29 | 3 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 28 | 8 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q4 2022 | 36 |
Haverford Trust Co | 16 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
Creative Planning | 16 | 5 | 0.00% | 0.03% | 0.26% | Q1 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.04% | 0.32% | 0.63% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 32 | 1 | 0.00% | 0.01% | 0.20% | Q4 2013 | Q3 2023 | 33 |
ALESCO ADVISORS LLC | 33 | 33 | 0.03% | 0.16% | 0.51% | Q3 2015 | Q3 2023 | 33 |
Capital Analysts, LLC | 33 | 33 | 0.00% | 0.02% | 0.13% | Q3 2015 | Q3 2023 | 33 |
TD Capital Management LLC | 29 | 4 | 0.00% | 1.19% | 3.10% | Q3 2014 | Q3 2023 | 33 |
SONATA CAPITAL GROUP INC | 33 | 33 | 0.30% | 0.45% | 0.63% | Q4 2014 | Q4 2022 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.03% | 0.09% | 0.21% | Q2 2015 | Q2 2023 | 33 |
Boltwood Capital Management | 33 | 33 | 0.20% | 0.34% | 0.82% | Q4 2015 | Q4 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q1 2022 | 33 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 31 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 32 |
SIGMA INVESTMENT COUNSELORS INC | 18 | 14 | 0.03% | 0.21% | 0.90% | Q2 2013 | Q3 2023 | 32 |
Family Firm, Inc. | 32 | 32 | 0.10% | 0.19% | 0.34% | Q4 2014 | Q3 2022 | 32 |
Allen Investment Management, LLC | 18 | 14 | 0.01% | 0.18% | 0.47% | Q2 2014 | Q2 2022 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
JUNCTURE WEALTH STRATEGIES, LLC | 30 | 1 | 0.18% | 0.59% | 1.30% | Q3 2015 | Q4 2023 | 31 |
Efficient Advisors, LLC | 31 | 31 | 0.19% | 0.74% | 1.52% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.22% | Q4 2015 | Q3 2023 | 31 |
FIRST NATIONAL TRUST CO | 27 | 3 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 30 |
Rehmann Capital Advisory Group | 15 | 2 | 0.04% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 30 |
Advisors Preferred, LLC | 16 | 1 | 0.09% | 0.51% | 1.63% | Q4 2013 | Q2 2022 | 30 |
Raymond James Financial Services Advisors, Inc. | 22 | 8 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 30 |
Horan Securities, Inc. | 22 | 8 | 0.22% | 0.86% | 1.46% | Q1 2016 | Q3 2023 | 30 |
TRUIST FINANCIAL CORP | 20 | 9 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 29 |
PINNACLE ASSOCIATES LTD | 23 | 6 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q2 2022 | 29 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 28 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2022 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.03% | 0.08% | 0.16% | Q1 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.07% | 0.26% | Q3 2016 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 0.16% | 0.51% | 1.13% | Q4 2016 | Q4 2023 | 29 |
Chesley Taft & Associates LLC | 14 | 14 | 0.02% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 28 |
Vigilant Capital Management, LLC | 27 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.14% | 0.41% | Q4 2016 | Q3 2023 | 28 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 20 | 4 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q1 2021 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.46% | 0.87% | 1.46% | Q2 2013 | Q1 2020 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.76% | 1.02% | 1.52% | Q2 2016 | Q3 2023 | 28 |
Occidental Asset Management, LLC | 27 | 27 | 0.06% | 0.21% | 0.38% | Q2 2016 | Q4 2022 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.10% | 0.20% | 0.55% | Q2 2016 | Q4 2022 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.07% | 0.19% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.18% | 0.50% | Q4 2016 | Q3 2023 | 27 |
Parallel Advisors, LLC | 16 | 11 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 27 |
Highland Private Wealth Management | 18 | 9 | 0.10% | 0.16% | 0.30% | Q4 2015 | Q3 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q4 2019 | 27 |
Provident Investment Management, Inc. | 19 | 3 | 0.03% | 0.15% | 0.42% | Q4 2015 | Q4 2022 | 27 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 27 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 2 | 0.05% | 0.28% | 0.63% | Q2 2014 | Q3 2021 | 27 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 4 | 0.03% | 1.46% | 3.16% | Q3 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Archford Capital Strategies, LLC | 14 | 12 | 0.04% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.05% | 0.37% | 0.99% | Q2 2017 | Q3 2023 | 26 |
Advisory Services Network, LLC | 26 | 26 | 0.01% | 0.11% | 0.23% | Q2 2017 | Q3 2023 | 26 |
Advocacy Wealth Management Services, LLC | 16 | 10 | 0.03% | 0.09% | 0.20% | Q1 2016 | Q3 2022 | 26 |
Clearwater Capital Advisors, LLC | 24 | 2 | 0.06% | 0.31% | 0.64% | Q4 2016 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 26 | 26 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Patten Group, Inc. | 13 | 1 | 0.01% | 0.31% | 0.88% | Q4 2014 | Q3 2023 | 26 |
One Capital Management, LLC | 25 | 1 | 1.37% | 4.44% | 7.63% | Q2 2015 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.01% | 0.03% | 0.16% | Q4 2017 | Q4 2023 | 25 |
QUANTUM CAPITAL MANAGEMENT | 15 | 10 | 0.03% | 0.12% | 0.55% | Q2 2013 | Q3 2020 | 25 |
Newman Dignan & Sheerar, Inc. | 25 | 25 | 0.01% | 0.24% | 0.96% | Q2 2016 | Q2 2022 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.15% | 1.21% | 3.47% | Q3 2017 | Q3 2023 | 25 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.00% | 0.68% | 2.74% | Q1 2017 | Q3 2023 | 25 |
FCA CORP /TX | 25 | 25 | 0.21% | 0.26% | 0.35% | Q3 2017 | Q3 2023 | 25 |
KWMG, LLC | 24 | 1 | 0.15% | 0.31% | 0.82% | Q4 2016 | Q3 2023 | 25 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.10% | 0.29% | Q3 2011 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.10% | 0.33% | Q3 2017 | Q3 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
WHITE PINE CAPITAL LLC | 21 | 4 | 0.12% | 0.32% | 1.99% | Q4 2015 | Q1 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.17% | 0.62% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.10% | 0.34% | Q2 2017 | Q2 2023 | 25 |
Beaumont Financial Partners, LLC | 24 | 24 | 0.03% | 0.35% | 0.62% | Q4 2016 | Q3 2022 | 24 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.29% | 0.50% | 0.81% | Q2 2013 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.30% | 2.05% | 5.16% | Q4 2017 | Q3 2023 | 24 |
Cetera Investment Advisers | 13 | 11 | 0.02% | 0.24% | 0.52% | Q1 2016 | Q3 2023 | 24 |
Glenview Trust Co | 15 | 1 | 0.02% | 0.06% | 0.14% | Q4 2012 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.11% | 0.26% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 4 | 0.02% | 0.18% | 0.50% | Q4 2015 | Q3 2023 | 24 |
Karpus Management, Inc. | 24 | 24 | 0.04% | 0.56% | 1.34% | Q4 2016 | Q3 2022 | 24 |
AFT, FORSYTH & COMPANY, INC. | 22 | 2 | 0.28% | 0.43% | 0.64% | Q2 2013 | Q1 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.04% | 0.53% | 1.02% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.82% | 1.44% | 2.12% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.04% | 0.59% | 1.22% | Q4 2017 | Q3 2023 | 24 |
WEALTHSOURCE PARTNERS, LLC | 24 | 24 | 0.05% | 0.28% | 0.75% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Aviance Capital Partners, LLC | 15 | 9 | 0.07% | 0.13% | 0.26% | Q3 2013 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.24% | 0.37% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.34% | 1.37% | 4.41% | Q4 2017 | Q3 2023 | 24 |
BLB&B Advisors, LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2021 | 23 |
GRIMES & COMPANY, INC. | 19 | 4 | 0.02% | 0.48% | 2.77% | Q3 2015 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 14 | 2 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2020 | 23 |
Bray Capital Advisors | 23 | 23 | 0.00% | 0.35% | 1.71% | Q1 2018 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.07% | 0.36% | 1.58% | Q2 2013 | Q4 2018 | 23 |
CWM, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 23 |
Confluence Wealth Management LLC | 22 | 1 | 0.15% | 0.89% | 1.66% | Q2 2014 | Q3 2020 | 23 |
Fragasso Group Inc. | 16 | 7 | 0.12% | 0.44% | 1.97% | Q4 2016 | Q4 2023 | 23 |
Broadview Financial Management, LLC | 23 | 23 | 0.19% | 0.67% | 1.40% | Q4 2017 | Q2 2023 | 23 |
Avidian Wealth Solutions, LLC | 23 | 23 | 0.08% | 0.94% | 2.18% | Q1 2018 | Q3 2023 | 23 |
Relaxing Retirement Coach | 19 | 3 | 0.08% | 1.67% | 4.81% | Q4 2017 | Q2 2023 | 22 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 21 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 15 | 3 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 22 |
Atria Investments, Inc | 14 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 22 |
Ironwood Wealth Management, LLC. | 12 | 1 | 0.03% | 1.14% | 2.56% | Q3 2017 | Q3 2023 | 21 |
EP Wealth Advisors, LLC | 21 | 21 | 0.02% | 0.07% | 0.40% | Q3 2018 | Q3 2023 | 21 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.02% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Lido Advisors, LLC | 12 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.16% | 0.43% | 1.11% | Q4 2018 | Q4 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.92% | 1.43% | 2.94% | Q1 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 19 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.09% | 0.21% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 11 | 10 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 21 |
GOULD ASSET MANAGEMENT LLC /CA/ | 21 | 21 | 0.08% | 0.15% | 0.30% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2023 | 21 |
Crestwood Advisors Group, LLC | 20 | 1 | 0.00% | 0.16% | 0.86% | Q1 2017 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
C-J Advisory, Inc. | 21 | 21 | 2.47% | 3.53% | 4.28% | Q3 2016 | Q3 2021 | 21 |
Compass Financial Group, Inc. | 21 | 21 | 0.22% | 0.57% | 1.34% | Q3 2018 | Q3 2023 | 21 |
MUFG Americas Holdings Corp | 15 | 1 | 0.00% | 0.02% | 0.05% | Q1 2011 | Q3 2022 | 20 |
Dakota Wealth Management | 18 | 2 | 0.05% | 0.31% | 0.66% | Q2 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.08% | 0.31% | Q4 2017 | Q3 2022 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.55% | 1.12% | 1.73% | Q4 2018 | Q3 2023 | 20 |
NORTHWEST WEALTH MANAGEMENT, LLC | 20 | 20 | 0.44% | 1.30% | 2.04% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.30% | 1.27% | 4.55% | Q4 2018 | Q3 2023 | 20 |
BTC Capital Management, Inc. | 11 | 4 | 0.05% | 0.10% | 0.18% | Q3 2014 | Q1 2021 | 20 |
Freestone Capital Holdings, LLC | 20 | 20 | 0.08% | 0.35% | 0.58% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.10% | 1.05% | 2.05% | Q4 2018 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 16 | 4 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q4 2022 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.25% | 0.97% | 1.57% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.03% | 0.80% | 1.51% | Q4 2018 | Q3 2023 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 0.57% | 0.70% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 20 | 20 | 1.37% | 8.98% | 14.31% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.02% | 0.12% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.05% | 1.25% | 3.91% | Q4 2018 | Q3 2023 | 20 |
Orgel Wealth Management, LLC | 11 | 4 | 0.01% | 1.27% | 8.10% | Q4 2017 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.15% | 0.45% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Grove Bank & Trust | 20 | 20 | 0.35% | 0.97% | 2.15% | Q4 2018 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 19 | 19 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Alexandria Capital, LLC | 12 | 7 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2021 | 19 |
WEBSTER BANK, N. A. | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2021 | 19 |
Asset Dedication, LLC | 14 | 5 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 19 |
1607 Capital Partners, LLC | 11 | 1 | 0.02% | 0.50% | 0.64% | Q3 2018 | Q3 2023 | 19 |
Roundview Capital LLC | 19 | 19 | 0.39% | 0.66% | 1.21% | Q1 2019 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.09% | 0.16% | 0.30% | Q4 2017 | Q4 2022 | 19 |
Ellevest, Inc. | 19 | 19 | 0.04% | 4.32% | 5.40% | Q1 2019 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Columbus Macro, LLC | 19 | 19 | 0.08% | 0.40% | 0.97% | Q1 2019 | Q3 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.03% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Exchange Capital Management, Inc. | 17 | 2 | 0.03% | 0.29% | 0.70% | Q2 2018 | Q3 2023 | 19 |
SouthState Corp | 13 | 1 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 19 |
Armor Investment Advisors, LLC | 19 | 19 | 0.00% | 0.57% | 1.32% | Q1 2019 | Q3 2023 | 19 |
Jordan Park Group LLC | 19 | 19 | 0.39% | 0.61% | 1.03% | Q1 2019 | Q3 2023 | 19 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 19 | 19 | 0.04% | 0.13% | 1.16% | Q4 2016 | Q2 2021 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.13% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Boston Standard Wealth Management, LLC | 9 | 1 | 0.06% | 0.23% | 0.51% | Q4 2014 | Q1 2023 | 19 |
People's United Financial, Inc. | 19 | 19 | 0.02% | 0.08% | 0.17% | Q3 2017 | Q1 2022 | 19 |
DEUTSCHE BANK AG\ | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 17 | 1 | 0.04% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 18 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.18% | 0.54% | 1.44% | Q1 2016 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 14 | 4 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.06% | 0.42% | 0.96% | Q2 2013 | Q3 2017 | 18 |
Portland Global Advisors LLC | 16 | 2 | 0.35% | 0.61% | 1.27% | Q2 2014 | Q3 2023 | 18 |
IFG Advisory, LLC | 15 | 1 | 0.04% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 18 |
Mariner, LLC | 16 | 2 | 0.00% | 0.16% | 0.40% | Q1 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Strategic Wealth Partners, Ltd. | 18 | 18 | 0.05% | 0.23% | 1.31% | Q4 2018 | Q1 2023 | 18 |
Mutual Advisors, LLC | 15 | 2 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.30% | 0.36% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Private Ocean, LLC | 17 | 17 | 0.01% | 0.18% | 0.74% | Q3 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Cypress Wealth Services, LLC | 17 | 17 | 0.10% | 0.16% | 0.30% | Q3 2019 | Q3 2023 | 17 |
Pinnacle Wealth Management Advisory Group, LLC | 17 | 17 | 0.38% | 0.97% | 1.76% | Q4 2014 | Q4 2018 | 17 |
HL FINANCIAL SERVICES LLC | 13 | 4 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q1 2018 | 17 |
LVW Advisors, LLC | 17 | 17 | 0.49% | 0.86% | 1.41% | Q3 2019 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 13 | 4 | 0.02% | 0.08% | 0.18% | Q1 2019 | Q2 2023 | 17 |
SP Asset Management | 9 | 8 | 0.10% | 0.27% | 0.45% | Q2 2018 | Q3 2022 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 1 | 0.01% | 0.55% | 1.26% | Q1 2017 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.14% | 0.36% | 0.66% | Q3 2019 | Q3 2023 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 17 | 17 | 0.03% | 0.18% | 0.34% | Q3 2019 | Q3 2023 | 17 |
SHEETS SMITH WEALTH MANAGEMENT | 17 | 17 | 0.04% | 1.53% | 4.47% | Q3 2019 | Q3 2023 | 17 |
Beacon Pointe Advisors, LLC | 17 | 17 | 0.14% | 0.56% | 1.26% | Q3 2019 | Q3 2023 | 17 |
Stratos Investment Management, LLC | 17 | 17 | 0.06% | 0.14% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.18% | 0.82% | 1.41% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 17 |
StrategIQ Financial Group, LLC | 17 | 17 | 0.04% | 0.10% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Guidance Point Advisors, LLC | 17 | 17 | 0.10% | 0.39% | 0.59% | Q4 2018 | Q4 2022 | 17 |
PRIVATE TRUST CO NA | 7 | 1 | 0.01% | 0.07% | 0.13% | Q1 2014 | Q3 2023 | 17 |
BEACON FINANCIAL GROUP | 15 | 2 | 0.04% | 0.18% | 0.30% | Q2 2017 | Q4 2022 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 13 | 3 | 0.02% | 0.12% | 0.71% | Q2 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
MainStreet Investment Advisors LLC | 16 | 16 | 0.05% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Financial Engines Advisors L.L.C. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Inscription Capital, LLC | 10 | 6 | 0.12% | 1.28% | 3.98% | Q4 2018 | Q4 2022 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.49% | 0.79% | 1.20% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.01% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.27% | 0.45% | 0.75% | Q4 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 15 | 1 | 0.00% | 0.57% | 1.72% | Q4 2016 | Q4 2021 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.58% | 0.96% | 1.36% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 16 |
Raub Brock Capital Management LP | 10 | 6 | 0.12% | 2.25% | 6.11% | Q4 2017 | Q3 2023 | 16 |
Continuum Advisory, LLC | 9 | 1 | 0.09% | 0.22% | 0.77% | Q4 2018 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.19% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 16 |
BSW Wealth Partners | 11 | 5 | 0.08% | 0.43% | 1.07% | Q4 2017 | Q2 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.62% | 2.74% | 4.34% | Q4 2019 | Q3 2023 | 16 |
GIRARD PARTNERS LTD. | 13 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2022 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.21% | 0.47% | 0.97% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 13 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
DEAN INVESTMENT ASSOCIATES, LLC | 16 | 16 | 0.07% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 1 | 0.00% | 0.91% | 1.91% | Q1 2019 | Q3 2023 | 16 |
Icon Wealth Partners, LLC | 8 | 1 | 0.03% | 0.33% | 0.59% | Q4 2017 | Q3 2023 | 16 |
ALPHA WINDWARD LLC | 10 | 3 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2020 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.07% | 1.12% | 2.04% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.10% | 0.41% | 0.72% | Q2 2010 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.10% | 0.23% | Q4 2018 | Q3 2022 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 0.33% | 1.09% | 3.61% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.62% | 0.96% | 1.55% | Q4 2019 | Q3 2023 | 16 |
Graves Light Lenhart Wealth, Inc. | 16 | 16 | 0.07% | 2.05% | 3.20% | Q4 2018 | Q3 2022 | 16 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 16 |
Sound View Wealth Advisors Group, LLC | 16 | 16 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q1 2023 | 16 |
FIRST FOUNDATION ADVISORS | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.12% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 15 | 15 | 0.26% | 0.48% | 0.94% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.21% | 0.40% | Q4 2019 | Q3 2023 | 15 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 1.20% | 1.61% | 2.35% | Q1 2020 | Q4 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.05% | 0.38% | 0.72% | Q4 2019 | Q2 2023 | 15 |
Independence Advisors, LLC | 12 | 3 | 2.39% | 4.16% | 6.65% | Q4 2016 | Q3 2020 | 15 |
DUBUQUE BANK & TRUST CO | 15 | 15 | 0.08% | 0.22% | 0.34% | Q1 2020 | Q3 2023 | 15 |
AllSquare Wealth Management LLC | 13 | 2 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2022 | 15 |
BBVA USA Bancshares, Inc. | 13 | 2 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q1 2021 | 15 |
Capital Wealth Alliance, LLC | 15 | 15 | 0.20% | 0.34% | 0.60% | Q4 2019 | Q2 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 10 | 5 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q2 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 5 | 0.03% | 0.48% | 2.03% | Q1 2019 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.15% | 0.42% | Q3 2017 | Q4 2021 | 15 |
RAND WEALTH, LLC | 10 | 5 | 0.06% | 0.11% | 0.17% | Q2 2014 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Hilltop Holdings Inc. | 15 | 15 | 0.09% | 0.13% | 0.20% | Q1 2015 | Q3 2018 | 15 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.10% | 0.18% | 0.26% | Q4 2019 | Q3 2023 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.08% | 0.22% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Horiko Capital Management LLC | 9 | 6 | 0.76% | 6.14% | 15.69% | Q4 2018 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.04% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
COLONY GROUP LLC | 7 | 1 | 0.01% | 0.13% | 0.31% | Q3 2014 | Q3 2023 | 14 |
Avitas Wealth Management LLC | 14 | 14 | 0.06% | 0.17% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Apexium Financial, LP | 14 | 14 | 0.08% | 0.30% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.07% | 0.67% | 1.70% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.11% | 0.25% | 0.34% | Q4 2013 | Q1 2017 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.07% | 0.27% | Q2 2020 | Q3 2023 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Single Point Partners, LLC | 7 | 1 | 1.56% | 2.08% | 3.02% | Q4 2019 | Q3 2023 | 14 |
Hirtle Callaghan & Co LLC | 9 | 5 | 0.01% | 0.07% | 0.21% | Q3 2019 | Q3 2023 | 14 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Winfield Associates, Inc. | 14 | 14 | 0.48% | 0.59% | 0.71% | Q4 2018 | Q1 2022 | 14 |
Eldridge Investment Advisors, Inc. | 14 | 14 | 0.12% | 0.15% | 0.20% | Q4 2018 | Q1 2022 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
C M BIDWELL & ASSOCIATES LTD | 13 | 1 | 0.01% | 0.24% | 0.64% | Q3 2019 | Q3 2023 | 14 |
Almanack Investment Partners, LLC. | 6 | 2 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q1 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 6 | 3 | 0.09% | 0.35% | 0.94% | Q4 2016 | Q2 2023 | 14 |
Column Capital Advisors, LLC | 13 | 1 | 0.10% | 1.62% | 5.09% | Q4 2019 | Q3 2023 | 14 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.04% | 0.13% | 0.36% | Q2 2018 | Q2 2022 | 14 |
McAdam, LLC | 14 | 14 | 0.02% | 0.12% | 0.27% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.01% | 0.09% | 0.31% | Q2 2019 | Q3 2022 | 14 |
Jacobsen Capital Management | 11 | 3 | 0.23% | 0.44% | 1.06% | Q2 2019 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.15% | 0.23% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.06% | 0.75% | 1.83% | Q2 2013 | Q4 2019 | 14 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.25% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.02% | 0.12% | 0.33% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.24% | 0.44% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 0.15% | 0.25% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Lutz Financial Services LLC | 14 | 14 | 0.39% | 2.45% | 5.58% | Q2 2020 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.09% | 0.24% | 1.10% | Q4 2019 | Q1 2023 | 14 |
BOKF, NA | 8 | 6 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 14 |
Capital Planning Advisors, LLC | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q3 2022 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.13% | 0.44% | Q3 2020 | Q3 2023 | 13 |
CNB Bank | 13 | 13 | 0.02% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
DT Investment Partners, LLC | 8 | 5 | 0.02% | 0.25% | 0.75% | Q2 2020 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.20% | 0.47% | 0.82% | Q2 2020 | Q2 2023 | 13 |
Bouchey Financial Group Ltd | 13 | 13 | 0.64% | 0.95% | 1.31% | Q1 2017 | Q1 2020 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.02% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.16% | Q3 2020 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 1.56% | 2.38% | 3.37% | Q4 2018 | Q4 2021 | 13 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Vivaldi Capital Management LP | 13 | 13 | 0.68% | 2.17% | 4.77% | Q3 2020 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 0.08% | 0.23% | 0.82% | Q3 2020 | Q3 2023 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.02% | 0.11% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.06% | 0.32% | Q3 2014 | Q4 2017 | 13 |
W.G. Shaheen & Associates DBA Whitney & Co | 8 | 5 | 0.04% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 13 |
Global Wealth Management Investment Advisory, Inc. | 13 | 13 | 0.06% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.21% | 3.49% | 4.87% | Q3 2020 | Q3 2023 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 7 | 6 | 0.10% | 1.06% | 2.12% | Q4 2019 | Q3 2023 | 13 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 13 | 0.00% | 0.27% | 3.40% | Q4 2018 | Q4 2021 | 13 |
Wealth Architects, LLC | 13 | 13 | 0.07% | 0.21% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Brown Advisory Securities, LLC | 13 | 13 | 0.06% | 0.12% | 0.21% | Q2 2018 | Q2 2021 | 13 |
Greenwich Investment Management, Inc. | 6 | 3 | 0.31% | 4.86% | 25.31% | Q1 2018 | Q3 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.85% | 1.19% | 2.01% | Q4 2020 | Q4 2023 | 13 |
Wechter Feldman Wealth Management, Inc. | 13 | 13 | 0.20% | 0.56% | 1.25% | Q4 2017 | Q4 2020 | 13 |
Snowden Capital Advisors LLC | 11 | 1 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q4 2021 | 13 |
New World Advisors LLC | 9 | 4 | 0.43% | 1.84% | 4.80% | Q2 2020 | Q3 2023 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 13 | 0.81% | 1.31% | 2.69% | Q4 2019 | Q4 2022 | 13 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.05% | 0.06% | 0.11% | Q3 2014 | Q2 2017 | 12 |
Robertson Stephens Wealth Management, LLC | 12 | 12 | 0.02% | 0.14% | 0.47% | Q3 2020 | Q2 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.07% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.56% | 1.75% | 3.89% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.30% | 1.98% | 2.56% | Q4 2020 | Q3 2023 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.44% | 0.57% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.23% | 0.62% | 1.05% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.24% | 3.60% | 6.62% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 8 | 2 | 0.01% | 0.07% | 0.25% | Q1 2018 | Q1 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.08% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 12 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 12 |
AUA CAPITAL MANAGEMENT, LLC | 12 | 12 | 4.81% | 7.11% | 12.96% | Q4 2020 | Q3 2023 | 12 |
Litman Gregory Wealth Management LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q2 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.32% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 12 |
Ironsides Asset Advisors, LLC | 12 | 12 | 0.18% | 0.28% | 0.36% | Q3 2020 | Q2 2023 | 12 |
ASPIRIANT, LLC | 12 | 12 | 0.13% | 0.26% | 0.59% | Q2 2013 | Q1 2016 | 12 |
Wealth Advisors of Tampa Bay, LLC | 12 | 12 | 0.29% | 0.38% | 0.76% | Q4 2017 | Q3 2020 | 12 |
MANAGED ACCOUNT SERVICES INC | 12 | 12 | 0.18% | 0.86% | 1.31% | Q4 2018 | Q3 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2022 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.33% | 0.51% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.15% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 1 | 0.03% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 7 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 12 |
S.A. Mason LLC | 12 | 12 | 0.12% | 0.16% | 0.23% | Q4 2019 | Q3 2022 | 12 |
Enterprise Bank & Trust Co | 12 | 12 | 0.08% | 0.16% | 0.30% | Q1 2019 | Q4 2021 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.07% | 0.53% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.45% | 0.97% | 1.80% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 11 | 1 | 0.04% | 0.11% | 0.27% | Q2 2020 | Q3 2023 | 12 |
Williams Financial, LLC | 12 | 12 | 1.96% | 4.28% | 7.47% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.28% | 0.99% | 2.46% | Q4 2020 | Q3 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.12% | 0.34% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.75% | 0.93% | 1.10% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 8 | 4 | 0.02% | 0.59% | 1.41% | Q4 2019 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.23% | 0.57% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.10% | 0.71% | 1.44% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 1.14% | 1.74% | 2.17% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.16% | 0.36% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.03% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Venturi Wealth Management, LLC | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.20% | 0.43% | 0.67% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 11 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q1 2023 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
NICOLET ADVISORY SERVICES, LLC | 7 | 4 | 0.04% | 0.25% | 0.86% | Q1 2019 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.25% | 1.31% | Q3 2020 | Q1 2023 | 11 |
McNamara Financial Services, Inc. | 11 | 11 | 0.07% | 0.66% | 1.16% | Q1 2021 | Q3 2023 | 11 |
Horst & Graben Wealth Management LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Orin Green Financial, LLC | 10 | 1 | 0.15% | 0.58% | 1.00% | Q4 2020 | Q3 2023 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.15% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
WealthPLAN Partners, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.44% | 0.70% | 1.43% | Q4 2016 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Oakwell Private Wealth Management, LLC | 11 | 11 | 0.50% | 1.00% | 2.55% | Q4 2020 | Q2 2023 | 11 |
FOSTER & MOTLEY INC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 6 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Smith Anglin Financial, LLC | 7 | 4 | 0.06% | 0.12% | 0.31% | Q4 2020 | Q3 2023 | 11 |
Teamwork Financial Advisors, LLC | 11 | 11 | 0.04% | 0.15% | 0.28% | Q2 2020 | Q4 2022 | 11 |
Smith & Howard Wealth Management, LLC | 8 | 3 | 0.04% | 1.65% | 3.44% | Q2 2013 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
First Fiduciary Investment Counsel, Inc. | 7 | 1 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2018 | 11 |
Merriman Wealth Management, LLC | 9 | 1 | 0.03% | 1.07% | 3.48% | Q4 2019 | Q3 2023 | 11 |
SPINNAKER TRUST | 11 | 11 | 0.10% | 0.12% | 0.13% | Q2 2014 | Q4 2016 | 11 |
CATALYST PRIVATE WEALTH, LLC | 11 | 11 | 0.50% | 0.70% | 1.01% | Q3 2020 | Q1 2023 | 11 |
Texas Capital Bank Wealth Management Services Inc | 8 | 3 | 0.11% | 0.79% | 5.47% | Q4 2019 | Q3 2023 | 11 |
Parcion Private Wealth LLC | 10 | 1 | 0.16% | 1.66% | 3.24% | Q4 2019 | Q3 2022 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.49% | 0.81% | 1.38% | Q4 2019 | Q2 2022 | 11 |
Wiser Wealth Management, Inc | 6 | 5 | 0.23% | 0.35% | 0.90% | Q1 2021 | Q4 2023 | 11 |
WIT, LLC | 11 | 11 | 0.27% | 6.60% | 12.22% | Q1 2021 | Q3 2023 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2023 | 11 |
RIVERSEDGE ADVISORS, LLC | 8 | 3 | 0.14% | 0.45% | 1.36% | Q2 2019 | Q3 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 5 | 0.08% | 0.88% | 1.80% | Q4 2020 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 7 | 4 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.31% | 0.38% | 0.43% | Q4 2017 | Q2 2020 | 11 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2016 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.13% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Evensky & Katz LLC | 6 | 4 | 0.01% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 10 |
RFG Advisory, LLC | 6 | 4 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 10 |
USCA RIA LLC | 10 | 10 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q2 2021 | 10 |
Financial Insights, Inc. | 9 | 1 | 0.15% | 0.18% | 0.22% | Q1 2020 | Q3 2022 | 10 |
SWMG, LLC | 6 | 4 | 0.34% | 0.61% | 1.02% | Q4 2020 | Q2 2023 | 10 |
Kathmere Capital Management, LLC | 6 | 2 | 0.02% | 1.66% | 4.30% | Q4 2019 | Q3 2023 | 10 |
CAHILL FINANCIAL ADVISORS INC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.19% | 0.29% | 0.39% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Beta Wealth Group, Inc. | 10 | 10 | 0.16% | 1.70% | 4.80% | Q2 2021 | Q3 2023 | 10 |
ZACKS INVESTMENT MANAGEMENT | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Alhambra Investment Management LLC | 10 | 10 | 0.45% | 0.92% | 1.23% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.17% | 0.71% | 2.85% | Q4 2018 | Q2 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.00% | 0.28% | 0.94% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 5 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
High Falls Advisors, Inc | 10 | 10 | 0.08% | 0.31% | 0.48% | Q2 2021 | Q3 2023 | 10 |
VISTA INVESTMENT MANAGEMENT | 10 | 10 | 0.17% | 0.38% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.42% | 1.95% | 4.18% | Q4 2020 | Q3 2023 | 10 |
Ancora Advisors LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2022 | 10 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 1 | 0.03% | 0.97% | 2.59% | Q4 2016 | Q3 2023 | 10 |
FIRST AMERICAN TRUST, FSB | 10 | 10 | 0.03% | 0.24% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
Independence Wealth Advisors, Inc. | 10 | 10 | 0.21% | 1.32% | 2.25% | Q4 2017 | Q1 2020 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.66% | 1.07% | 1.40% | Q3 2021 | Q4 2023 | 10 |
Allegheny Financial Group LTD | 10 | 10 | 0.31% | 0.64% | 0.87% | Q2 2021 | Q3 2023 | 10 |
Wealthquest Corp | 8 | 1 | 0.03% | 0.08% | 0.42% | Q4 2018 | Q2 2022 | 10 |
Jacobi Capital Management LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2021 | 10 |
Personal Wealth Partners | 8 | 1 | 0.06% | 0.44% | 1.22% | Q4 2018 | Q4 2021 | 10 |
WBH ADVISORY INC | 6 | 1 | 0.05% | 0.13% | 0.34% | Q1 2020 | Q3 2023 | 10 |
ONE Advisory Partners, LLC | 8 | 1 | 0.14% | 0.66% | 1.12% | Q2 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 4 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.05% | 0.11% | 0.39% | Q1 2020 | Q1 2022 | 9 |
Donoghue Forlines LLC | 9 | 9 | 0.02% | 1.74% | 3.26% | Q3 2018 | Q3 2020 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.13% | 0.25% | 0.35% | Q4 2021 | Q4 2023 | 9 |
McBroom & Associates, LLC | 9 | 9 | 0.69% | 1.14% | 1.97% | Q4 2021 | Q4 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Bison Wealth, LLC | 9 | 9 | 0.00% | 0.07% | 0.20% | Q2 2020 | Q2 2022 | 9 |
MISSION WEALTH MANAGEMENT, LP | 5 | 4 | 0.03% | 0.06% | 0.21% | Q4 2016 | Q1 2019 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.30% | 0.47% | 0.59% | Q4 2021 | Q4 2023 | 9 |
Cedar Brook Financial Partners, LLC | 5 | 4 | 0.05% | 0.11% | 0.20% | Q4 2018 | Q1 2023 | 9 |
TNF LLC | 9 | 9 | 0.18% | 0.27% | 0.37% | Q3 2021 | Q3 2023 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 2 | 0.09% | 0.16% | 0.27% | Q2 2017 | Q1 2021 | 9 |
Wealth Alliance | 8 | 1 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.12% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Hendershot Investments Inc. | 9 | 9 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q2 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.11% | 1.16% | 1.95% | Q3 2021 | Q3 2023 | 9 |
Foster Victor Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2022 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Benchmark Wealth Management, LLC | 6 | 3 | 0.18% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 9 |
Emerald Advisors, LLC | 9 | 9 | 0.08% | 0.45% | 0.58% | Q1 2020 | Q1 2022 | 9 |
HOWARD WEALTH MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.15% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
Strategic Financial Planning, Inc. | 9 | 9 | 0.16% | 0.28% | 0.36% | Q4 2019 | Q4 2021 | 9 |
Ackerman Capital Advisors, LLC | 5 | 4 | 0.45% | 1.04% | 3.00% | Q1 2021 | Q3 2023 | 9 |
Manning & Napier Group, LLC | 9 | 9 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 9 |
One Wealth Advisors, LLC | 5 | 4 | 0.06% | 0.64% | 0.99% | Q2 2021 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 6 | 3 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 9 |
StoneX Group Inc. | 5 | 1 | 0.03% | 0.26% | 0.72% | Q4 2019 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.18% | 0.88% | Q4 2016 | Q3 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.15% | 0.27% | 0.39% | Q3 2021 | Q3 2023 | 9 |
PRIVATE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.08% | 0.40% | 0.73% | Q1 2021 | Q1 2023 | 9 |
55I, LLC | 9 | 9 | 0.04% | 0.19% | 0.36% | Q1 2020 | Q1 2022 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.10% | 0.18% | Q1 2019 | Q1 2023 | 9 |
Wealthspire Advisors, L.P. | 7 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2020 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.11% | 0.32% | 0.72% | Q3 2021 | Q3 2023 | 9 |
PFG Advisors | 5 | 4 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.08% | 0.11% | 0.19% | Q3 2021 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Summit Financial, LLC | 5 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DERBY & COMPANY, INC | 8 | 8 | 3.12% | 3.81% | 4.65% | Q4 2019 | Q3 2021 | 8 |
Kovitz Investment Group Partners, LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q1 2022 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.73% | 3.43% | 7.58% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.22% | 0.65% | 1.06% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.46% | 1.10% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.81% | 0.92% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.29% | 0.61% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 1.02% | 1.79% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Renasant Bank | 8 | 8 | 0.19% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 8 |
MONROE BANK & TRUST/MI | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.01% | 0.07% | 0.25% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.36% | 0.42% | 0.51% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Stillwater Capital Advisors, LLC | 8 | 8 | 0.14% | 0.21% | 0.29% | Q4 2019 | Q3 2021 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.17% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
RMR Wealth Builders | 8 | 8 | 0.26% | 2.57% | 3.51% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.03% | 0.11% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.12% | 0.27% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.10% | 0.61% | 1.54% | Q4 2020 | Q3 2022 | 8 |
ProVise Management Group, LLC | 5 | 1 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.20% | 0.46% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2018 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.07% | 0.08% | Q2 2014 | Q4 2021 | 8 |
Legacy Financial Advisors, Inc. | 5 | 3 | 0.10% | 0.56% | 1.78% | Q4 2018 | Q3 2022 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 2.25% | 2.79% | 3.72% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 0.78% | 1.00% | 1.18% | Q4 2021 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 8 |
Hayek Kallen Investment Management | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.35% | 0.58% | Q3 2021 | Q3 2023 | 8 |
Parasol Investment Management, LLC | 8 | 8 | 0.13% | 0.16% | 0.20% | Q3 2013 | Q2 2015 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.16% | 0.77% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 6 | 2 | 0.06% | 0.23% | 0.57% | Q3 2020 | Q3 2022 | 8 |
Belpointe Asset Management LLC | 6 | 2 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 6 | 2 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.06% | 0.15% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.21% | 1.59% | 2.48% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.43% | 0.72% | 1.08% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.13% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Carl P. Sherr & Co., LLC | 7 | 1 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q4 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.09% | 0.23% | 0.38% | Q4 2021 | Q3 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.14% | 0.21% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.26% | 3.44% | 5.17% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.28% | 0.72% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Westover Capital Advisors, LLC | 8 | 8 | 0.06% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.87% | 1.79% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q4 2021 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.78% | 0.91% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.18% | 1.33% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisory Solutions, LLC | 6 | 2 | 0.08% | 1.09% | 1.88% | Q2 2021 | Q2 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 8 |
AMI INVESTMENT MANAGEMENT INC | 8 | 8 | 0.17% | 0.24% | 0.33% | Q4 2020 | Q3 2022 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.93% | 1.14% | 1.47% | Q4 2018 | Q3 2020 | 8 |
LexAurum Advisors, LLC | 6 | 2 | 0.07% | 0.22% | 0.41% | Q4 2020 | Q2 2023 | 8 |
Annex Advisory Services, LLC | 5 | 3 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q1 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 8 |
CHATHAM CAPITAL GROUP, INC. | 6 | 2 | 0.06% | 0.12% | 0.15% | Q2 2017 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ShoreHaven Wealth Partners, LLC | 5 | 3 | 0.19% | 0.42% | 0.80% | Q4 2020 | Q3 2023 | 8 |
Parkside Investments, LLC | 7 | 7 | 0.93% | 1.52% | 1.99% | Q1 2022 | Q3 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 3.51% | 10.03% | 13.05% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.04% | 0.30% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Auxano Advisors, LLC | 7 | 7 | 0.17% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cassady Schiller Wealth Management, LLC | 6 | 1 | 0.02% | 0.13% | 0.43% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
FIDUCIARY TRUST CO | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q4 2019 | 7 |
JACOBSON & SCHMITT ADVISORS, LLC | 4 | 3 | 0.20% | 0.68% | 1.16% | Q2 2020 | Q1 2023 | 7 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.11% | 0.32% | Q2 2018 | Q3 2023 | 7 |
SigFig Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.23% | 0.79% | 1.40% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.21% | 0.32% | 0.66% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.23% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q4 2022 | 7 |
Bromfield Sneider Wealth Advisors | 7 | 7 | 0.11% | 3.31% | 5.15% | Q2 2022 | Q4 2023 | 7 |
Portfolio Solutions, LLC | 5 | 2 | 0.03% | 0.08% | 0.19% | Q2 2020 | Q3 2022 | 7 |
AdvicePeriod, LLC | 7 | 7 | 0.04% | 0.55% | 1.08% | Q4 2019 | Q2 2021 | 7 |
CWA Asset Management Group, LLC | 6 | 1 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 7 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 7 | 7 | 0.57% | 0.66% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Spectrum Management Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Compass Advisory Group LLC | 7 | 7 | 0.20% | 0.64% | 1.18% | Q4 2020 | Q2 2022 | 7 |
Brio Consultants, LLC | 7 | 7 | 0.07% | 2.23% | 3.24% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.08% | 1.09% | 2.14% | Q4 2021 | Q2 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.13% | 1.71% | 2.95% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2017 | 7 |
Peninsula Wealth, LLC | 5 | 2 | 0.06% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 7 |
GoalVest Advisory LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 7 |
Diversified Portfolios, Inc. | 7 | 7 | 0.47% | 1.06% | 1.84% | Q1 2022 | Q3 2023 | 7 |
FC Advisory LLC | 7 | 7 | 0.36% | 0.55% | 1.12% | Q2 2022 | Q4 2023 | 7 |
ROBERTS GLORE & CO INC /IL/ | 7 | 7 | 0.06% | 0.18% | 0.35% | Q1 2022 | Q3 2023 | 7 |
New Vernon Capital Holdings II LLC | 4 | 1 | 0.37% | 1.63% | 2.56% | Q2 2020 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.21% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.04% | 0.07% | 0.14% | Q1 2021 | Q3 2022 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.54% | 0.92% | Q3 2018 | Q3 2023 | 7 |
CRA Financial Services, LLC | 6 | 1 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 7 |
BADGLEY PHELPS & BELL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 7 |
Altus Wealth Group LLC | 4 | 1 | 0.20% | 0.36% | 0.98% | Q4 2020 | Q3 2023 | 7 |
RHS Financial, LLC | 7 | 7 | 0.19% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Rice Partnership, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.13% | 0.23% | 0.38% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
IBERIABANK CORP | 7 | 7 | 0.17% | 0.18% | 0.19% | Q4 2018 | Q2 2020 | 7 |
Wagner Wealth Management, LLC | 7 | 7 | 0.00% | 0.20% | 0.35% | Q1 2021 | Q3 2022 | 7 |
WASHINGTON TRUST Co | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Zhang Financial LLC | 7 | 7 | 0.04% | 0.65% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2016 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 3 | 0.12% | 0.61% | 1.48% | Q2 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.53% | 0.95% | 2.05% | Q1 2022 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 7 | 7 | 0.03% | 0.09% | 0.38% | Q4 2015 | Q2 2017 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2019 | 7 |
Kavar Capital Partners, LLC | 3 | 2 | 0.05% | 0.07% | 0.10% | Q4 2013 | Q2 2018 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 0.26% | 0.41% | 0.67% | Q4 2021 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.30% | 0.36% | 0.46% | Q4 2021 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.26% | 0.75% | 1.19% | Q3 2018 | Q1 2020 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.11% | 0.55% | 1.14% | Q3 2020 | Q1 2022 | 7 |
Chesapeake Wealth Management | 7 | 7 | 0.14% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Helen Stephens Group, LLC | 7 | 7 | 4.15% | 5.69% | 7.13% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2021 | 6 |
XML Financial, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.06% | 0.13% | 0.26% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2019 | 6 |
DGS Capital Management, LLC | 6 | 6 | 11.22% | 13.00% | 15.45% | Q4 2021 | Q1 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 0.40% | 0.95% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.02% | 0.06% | 0.22% | Q2 2022 | Q3 2023 | 6 |
BAILARD, INC. | 6 | 6 | 0.04% | 0.84% | 1.31% | Q2 2022 | Q3 2023 | 6 |
MONEYWISE, INC. | 6 | 6 | 0.17% | 0.19% | 0.23% | Q1 2020 | Q2 2021 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 6 |
9258 Wealth Management, LLC | 5 | 1 | 0.06% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
NORTHERN TRUST CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 2.62% | 3.02% | 3.47% | Q2 2022 | Q3 2023 | 6 |
Austin Private Wealth, LLC | 6 | 6 | 0.78% | 0.87% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 5 | 1 | 0.00% | 0.16% | 0.29% | Q1 2019 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 1.53% | 2.37% | 3.06% | Q2 2022 | Q3 2023 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 6 | 6 | 0.19% | 0.29% | 0.44% | Q4 2021 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 6 |
Human Investing LLC | 6 | 6 | 0.27% | 0.89% | 2.61% | Q2 2022 | Q3 2023 | 6 |
Orcam Financial Group | 6 | 6 | 0.50% | 0.72% | 1.19% | Q4 2021 | Q1 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.06% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
IFS Advisors, LLC | 6 | 6 | 0.01% | 1.29% | 1.70% | Q4 2020 | Q1 2022 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2022 | 6 |
IAM Advisory, LLC | 6 | 6 | 0.09% | 0.26% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Navis Wealth Advisors, LLC | 6 | 6 | 1.02% | 2.22% | 2.73% | Q4 2020 | Q1 2022 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Element Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Executive Wealth Management, LLC | 6 | 6 | 0.17% | 0.66% | 1.17% | Q2 2022 | Q3 2023 | 6 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 6 | 6 | 0.08% | 0.17% | 0.25% | Q1 2017 | Q2 2018 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.36% | 0.49% | 0.70% | Q1 2019 | Q2 2020 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.36% | 0.58% | 0.83% | Q2 2022 | Q3 2023 | 6 |
KilterHowling LLC | 4 | 2 | 0.23% | 0.29% | 0.33% | Q4 2021 | Q2 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
TAGStone Capital, Inc. | 6 | 6 | 0.43% | 0.96% | 2.45% | Q2 2022 | Q3 2023 | 6 |
Level Financial Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
HCR Wealth Advisors | 6 | 6 | 0.04% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Transform Wealth, LLC | 4 | 2 | 0.09% | 0.24% | 0.45% | Q4 2016 | Q2 2018 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 4.77% | 6.15% | 7.06% | Q2 2022 | Q3 2023 | 6 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.02% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.32% | 0.55% | 1.00% | Q2 2022 | Q3 2023 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 0.10% | 2.47% | 3.51% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 6 |
Fort Point Capital Partners LLC | 4 | 2 | 0.03% | 0.21% | 0.44% | Q3 2021 | Q2 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 1 | 0.01% | 0.35% | 0.61% | Q4 2021 | Q3 2023 | 6 |
Foster Group, Inc. | 6 | 6 | 0.02% | 0.34% | 1.81% | Q2 2022 | Q3 2023 | 6 |
Heritage Investment Group, Inc. | 6 | 6 | 2.72% | 11.67% | 17.74% | Q2 2022 | Q3 2023 | 6 |
Glassman Wealth Services | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Harbour Capital Advisors, LLC | 6 | 6 | 0.13% | 0.19% | 0.24% | Q3 2021 | Q4 2022 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.21% | 1.15% | 1.60% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.05% | 0.26% | 0.84% | Q1 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Tidal Investments LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Goldstein Munger & Associates | 6 | 6 | 0.23% | 2.89% | 5.02% | Q4 2009 | Q1 2011 | 6 |
Truadvice, LLC | 2 | 1 | 0.07% | 0.12% | 0.23% | Q3 2020 | Q1 2023 | 6 |
Smithfield Trust Co | 6 | 6 | 0.20% | 0.72% | 2.06% | Q2 2022 | Q3 2023 | 6 |
SHUFRO ROSE & CO LLC | 6 | 6 | 0.03% | 0.35% | 1.54% | Q2 2022 | Q3 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 6 |
UNIONVIEW, LLC | 6 | 6 | 0.64% | 1.49% | 2.24% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.18% | 0.32% | 0.46% | Q2 2022 | Q3 2023 | 6 |
W ADVISORS, LLC | 5 | 1 | 0.25% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.22% | 0.34% | 0.56% | Q2 2020 | Q3 2021 | 6 |
Balentine LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 6 | 0.07% | 1.15% | 1.97% | Q2 2022 | Q3 2023 | 6 |
MATTERN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.34% | 0.48% | 0.55% | Q2 2022 | Q3 2023 | 6 |
WJ Wealth Management, LLC | 6 | 6 | 0.63% | 0.97% | 1.44% | Q2 2022 | Q3 2023 | 6 |
Brand Asset Management Group, Inc. | 6 | 6 | 0.65% | 0.70% | 0.75% | Q2 2022 | Q3 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.02% | 0.32% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Opus Capital Group, LLC | 6 | 6 | 1.15% | 1.29% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.07% | 0.10% | 0.17% | Q1 2022 | Q2 2023 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.26% | 0.46% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.04% | 0.10% | 0.19% | Q2 2022 | Q3 2023 | 6 |
BRYN MAWR TRUST Co | 6 | 6 | 0.02% | 0.19% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.62% | 1.01% | 1.26% | Q2 2022 | Q3 2023 | 6 |
Graypoint LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Moors & Cabot, Inc. | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q1 2022 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 0.07% | 1.33% | 1.90% | Q2 2022 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.37% | 2.39% | 3.81% | Q2 2022 | Q3 2023 | 6 |
Highview Capital Management LLC/DE/ | 6 | 6 | 0.83% | 1.44% | 1.86% | Q2 2022 | Q3 2023 | 6 |
Prairiewood Capital, LLC | 4 | 2 | 0.27% | 0.48% | 0.61% | Q4 2021 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 1.06% | 1.22% | 1.46% | Q2 2022 | Q3 2023 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Rinkey Investments | 5 | 5 | 0.15% | 0.86% | 3.62% | Q3 2022 | Q3 2023 | 5 |
Unison Advisors LLC | 4 | 1 | 0.10% | 0.23% | 0.30% | Q2 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 5 |
CAMBRIDGE TRUST CO | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2015 | Q1 2016 | 5 |
Fortis Advisors, LLC | 5 | 5 | 2.14% | 2.41% | 2.84% | Q1 2021 | Q1 2022 | 5 |
Karn, Couzens & Associates, Inc. | 4 | 1 | 0.16% | 0.20% | 0.28% | Q4 2020 | Q1 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.58% | 0.74% | 0.82% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Levy Wealth Management Group, LLC | 5 | 5 | 0.16% | 0.25% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LOCKERMAN FINANCIAL GROUP, INC. | 5 | 5 | 0.86% | 2.91% | 7.38% | Q2 2022 | Q2 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2016 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.03% | 0.09% | 0.17% | Q2 2017 | Q3 2022 | 5 |
Surevest, LLC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q4 2019 | 5 |
COUNTRY CLUB BANK /GFN | 5 | 5 | 0.34% | 0.54% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Crabel Capital Management, LLC | 5 | 5 | 0.18% | 0.28% | 0.42% | Q2 2018 | Q2 2019 | 5 |
Relative Value Partners Group, LLC | 3 | 2 | 0.10% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 3 | 2 | 0.05% | 0.09% | 0.17% | Q1 2021 | Q2 2022 | 5 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.13% | 0.31% | 0.92% | Q4 2018 | Q4 2023 | 5 |
Global Strategic Investment Solutions, LLC | 5 | 5 | 0.05% | 0.25% | 0.52% | Q3 2021 | Q3 2022 | 5 |
Bigelow Investment Advisors, LLC | 5 | 5 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2020 | 5 |
WIPFLI FINANCIAL ADVISORS LLC, | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 3 | 2 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q1 2018 | 5 |
ML & R WEALTH MANAGEMENT LLC | 5 | 5 | 0.15% | 0.25% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Firestone Capital Management | 4 | 1 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.20% | 0.30% | 0.67% | Q4 2020 | Q4 2021 | 5 |
SCS Capital Management LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 5 | 0.05% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Csenge Advisory Group | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
KCS Wealth Advisory | 3 | 2 | 0.21% | 0.24% | 0.27% | Q4 2017 | Q1 2019 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Wealth Planning Services, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
WEST MICHIGAN ADVISORS, LLC | 3 | 2 | 0.09% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 5 |
ACCESS FINANCIAL SERVICES, INC. | 5 | 5 | 0.17% | 0.29% | 0.68% | Q2 2021 | Q2 2022 | 5 |
MONECO Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Opal Wealth Advisors, LLC | 4 | 1 | 0.14% | 0.39% | 1.02% | Q4 2021 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q2 2022 | Q2 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.08% | 0.17% | 0.39% | Q1 2019 | Q3 2021 | 5 |
Clarius Group, LLC | 2 | 1 | 0.04% | 1.51% | 6.68% | Q4 2016 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.53% | 0.78% | 1.02% | Q4 2021 | Q1 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.03% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2023 | 5 |
Red Wave Investments LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Joel Isaacson & Co., LLC | 4 | 1 | 0.01% | 0.15% | 0.22% | Q4 2014 | Q3 2023 | 5 |
RIDGECREST WEALTH PARTNERS, LLC | 5 | 5 | 0.16% | 1.14% | 2.05% | Q2 2021 | Q2 2022 | 5 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2021 | 5 |
Sage Financial Management Group, Inc. | 4 | 1 | 0.22% | 0.57% | 0.88% | Q2 2022 | Q3 2023 | 5 |
Garde Capital, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Voya Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2021 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GenTrust, LLC | 4 | 1 | 0.03% | 0.09% | 0.30% | Q1 2020 | Q3 2023 | 5 |
Horizon Investments, LLC | 5 | 5 | 0.10% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Arkos Global Advisors | 5 | 5 | 0.08% | 0.99% | 2.11% | Q3 2022 | Q3 2023 | 5 |
L. Roy Papp & Associates, LLP | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Trinity Wealth Management, LLC | 5 | 5 | 0.68% | 1.10% | 1.26% | Q3 2022 | Q3 2023 | 5 |
LEO BROKERAGE, LLC | 3 | 2 | 0.07% | 0.17% | 0.28% | Q1 2021 | Q2 2022 | 5 |
Sunbelt Securities, Inc. | 5 | 5 | 0.03% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
DeDora Capital, Inc. | 5 | 5 | 0.13% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.15% | 0.20% | 0.26% | Q4 2015 | Q4 2016 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.59% | 0.84% | 1.11% | Q3 2022 | Q3 2023 | 5 |
Patriot Wealth Management, Inc. | 5 | 5 | 0.50% | 0.73% | 1.08% | Q4 2017 | Q4 2018 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 1.11% | 2.02% | 2.31% | Q1 2022 | Q1 2023 | 5 |
Veracity Capital LLC | 5 | 5 | 0.12% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.30% | 0.38% | 0.50% | Q4 2018 | Q4 2019 | 5 |
Sunburst Financial Group, LLC | 5 | 5 | 0.88% | 1.45% | 1.99% | Q2 2022 | Q2 2023 | 5 |
Pure Financial Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Eagle Ridge Investment Management | 5 | 5 | 1.66% | 1.75% | 1.85% | Q3 2022 | Q3 2023 | 5 |
Salomon & Ludwin, LLC | 4 | 4 | 2.85% | 3.66% | 4.79% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.74% | 0.86% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.15% | 0.28% | 0.44% | Q4 2018 | Q3 2019 | 4 |
Flagstone Financial Management | 4 | 4 | 0.12% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 4.11% | 4.35% | 4.54% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 0.58% | 0.74% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Veery Capital, LLC | 4 | 4 | 0.65% | 0.70% | 0.78% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.22% | 0.28% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Melone Private Wealth, LLC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Argentus Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 0.35% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.34% | 0.52% | 0.66% | Q3 2022 | Q2 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.26% | 1.19% | 1.99% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 2.19% | 2.33% | 2.48% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.25% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.28% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Doyle Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.07% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.04% | 0.15% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 1.34% | 1.41% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.09% | 0.21% | 0.32% | Q4 2022 | Q3 2023 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
SP Asset Management LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 4 |
WFA of San Diego, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 4 |
Towerpoint Wealth, LLC | 4 | 4 | 0.48% | 0.54% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.10% | 0.18% | 0.39% | Q4 2021 | Q3 2022 | 4 |
Secrest Blakey & Associates, LLC | 3 | 1 | 0.11% | 0.20% | 0.41% | Q4 2017 | Q3 2019 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2019 | 4 |
SkyOak Wealth, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2020 | 4 |
Ironwood Investment Counsel, LLC | 3 | 1 | 0.06% | 0.09% | 0.15% | Q3 2020 | Q4 2022 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.55% | 0.85% | 0.98% | Q4 2022 | Q3 2023 | 4 |
TBH Global Asset Management, LLC | 3 | 1 | 0.06% | 0.27% | 0.86% | Q4 2019 | Q4 2020 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.63% | 0.70% | 0.74% | Q4 2022 | Q3 2023 | 4 |
EXCALIBUR MANAGEMENT CORP | 4 | 4 | 0.13% | 0.28% | 0.38% | Q2 2021 | Q1 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 2.45% | 2.70% | 2.88% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.55% | 0.65% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.20% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Shore Point Advisors, LLC | 4 | 4 | 0.40% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 2 | 1 | 0.06% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.25% | 0.42% | 0.55% | Q4 2022 | Q3 2023 | 4 |
FORVIS Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2023 | 4 |
Keel Point, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2020 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2014 | Q3 2015 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
River Wealth Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.95% | 1.38% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.05% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.33% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Heron Bay Capital Management | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.22% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.45% | 1.02% | 1.99% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.23% | 0.41% | 0.62% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.15% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.29% | 0.46% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 2.83% | 3.47% | 4.74% | Q4 2022 | Q3 2023 | 4 |
NISA INVESTMENT ADVISORS, LLC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.14% | 0.15% | 0.16% | Q3 2020 | Q2 2021 | 4 |
Red Tortoise LLC | 4 | 4 | 0.01% | 0.06% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 0.30% | 0.46% | 0.90% | Q3 2020 | Q4 2021 | 4 |
Legacy Financial Strategies, LLC | 4 | 4 | 0.11% | 0.20% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Econ Financial Services Corp | 4 | 4 | 0.51% | 1.13% | 2.13% | Q4 2021 | Q3 2022 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 5.90% | 6.95% | 9.09% | Q4 2021 | Q3 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 1.01% | 1.09% | 1.19% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2016 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.10% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 1.62% | 1.80% | 1.96% | Q4 2022 | Q3 2023 | 4 |
NCM Capital Management, LLC | 3 | 1 | 0.23% | 0.25% | 0.27% | Q2 2022 | Q2 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 1.01% | 1.23% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.59% | 1.25% | 1.89% | Q4 2022 | Q3 2023 | 4 |
EAGLE GLOBAL ADVISORS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.31% | 0.66% | Q4 2018 | Q2 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.26% | 0.39% | Q4 2021 | Q3 2022 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 4 | 0.53% | 0.56% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.63% | 0.73% | 0.88% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2019 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 4 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.29% | 1.13% | Q4 2016 | Q3 2023 | 4 |
Wealth CMT | 4 | 4 | 0.60% | 0.97% | 1.20% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.15% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple US, Ltd. | 4 | 4 | 1.90% | 2.30% | 2.71% | Q2 2020 | Q1 2021 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.35% | 0.57% | 0.78% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2022 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Source Financial Advisors LLC | 4 | 4 | 0.07% | 0.21% | 0.35% | Q3 2022 | Q2 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.40% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.13% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
KFA Private Wealth Group, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q2 2018 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q3 2022 | Q1 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Navalign, LLC | 2 | 1 | 0.11% | 0.98% | 2.67% | Q1 2022 | Q4 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.21% | 0.24% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
U S GLOBAL INVESTORS INC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 3 |
BKS ADVISORS, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q3 2016 | Q2 2017 | 3 |
Argent Advisors, Inc. | 1 | 1 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q4 2022 | 3 |
Colonial Trust Co / SC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.18% | 0.33% | 0.57% | Q2 2022 | Q4 2022 | 3 |
Aspen Wealth Strategies, LLC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Round Table Services, LLC | 2 | 1 | 0.10% | 0.22% | 0.38% | Q4 2019 | Q3 2022 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q3 2021 | Q1 2022 | 3 |
HawsGoodwin Investment Management LLC | 3 | 3 | 0.00% | 0.87% | 1.39% | Q4 2019 | Q2 2020 | 3 |
MATRIX ASSET ADVISORS INC/NY | 3 | 3 | 0.18% | 0.22% | 0.26% | Q3 2020 | Q1 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.28% | 0.60% | 0.84% | Q4 2020 | Q2 2021 | 3 |
EWA, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Legacy Wealth Planning, LLC | 3 | 3 | 0.24% | 0.27% | 0.34% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.65% | 0.79% | 1.02% | Q4 2022 | Q3 2023 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 1.24% | 1.50% | 1.64% | Q4 2022 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.16% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.20% | 0.36% | 0.63% | Q3 2021 | Q1 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Paladin Advisory Group, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q4 2022 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Cornerstone Advisory, LLC | 2 | 1 | 0.03% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Summit X, LLC | 3 | 3 | 0.14% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.11% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Essential Planning, LLC. | 2 | 1 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.10% | 0.66% | 1.78% | Q4 2022 | Q2 2023 | 3 |
VICUS CAPITAL | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.27% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Horizon Kinetics | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
ORG Partners LLC | 3 | 3 | 0.19% | 0.45% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q4 2020 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.14% | 0.24% | 0.36% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.13% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 3 |
UNITED BANK | 3 | 3 | 3.24% | 3.64% | 4.07% | Q1 2023 | Q3 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.60% | 1.19% | 2.10% | Q4 2022 | Q3 2023 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.11% | 0.17% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.20% | 0.22% | 0.25% | Q4 2013 | Q2 2014 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 0.28% | 0.28% | 0.29% | Q4 2017 | Q2 2018 | 3 |
Octavia Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.12% | 0.28% | Q2 2020 | Q3 2021 | 3 |
MAS Advisors LLC | 3 | 3 | 0.22% | 0.24% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Client First Capital LLC | 3 | 3 | 0.36% | 0.47% | 0.62% | Q1 2023 | Q3 2023 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Financial Partners Group, Inc | 2 | 1 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.08% | 0.21% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.13% | 0.19% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 3 |
WADE G W & INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
OLIO Financial Planning | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Plancorp, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Oak Harvest Investment Services | 3 | 3 | 0.15% | 0.80% | 1.34% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 2 | 2 | 2.63% | 2.67% | 2.72% | Q4 2022 | Q1 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.16% | 0.29% | Q2 2021 | Q3 2022 | 2 |
VERITY Wealth Advisors | 1 | 1 | 0.28% | 0.49% | 0.70% | Q3 2019 | Q4 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2016 | Q1 2017 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.13% | 0.22% | 0.30% | Q4 2018 | Q2 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q2 2018 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 1.21% | 1.25% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.14% | 0.21% | Q1 2021 | Q2 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2022 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Sanford Advisory Services, LLC | 2 | 2 | 0.09% | 0.50% | 0.90% | Q3 2022 | Q4 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Wellspring Financial Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2016 | Q3 2016 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
First Bancorp, Inc /ME/ | 2 | 2 | 0.46% | 0.66% | 0.87% | Q3 2022 | Q4 2022 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.62% | 0.67% | 0.71% | Q3 2022 | Q4 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 2 |
Black Diamond Financial, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.05% | 1.94% | 3.84% | Q4 2022 | Q2 2023 | 2 |
Diversified, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MCIA Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.14% | 0.18% | 0.24% | Q4 2022 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Eagle Strategies LLC | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.06% | 0.92% | 1.78% | Q4 2022 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 3.62% | 3.99% | 4.36% | Q2 2023 | Q3 2023 | 2 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.34% | 0.45% | 0.55% | Q2 2022 | Q3 2022 | 2 |
Beacon Bridge Wealth Partners, LLC | 2 | 2 | 0.14% | 0.23% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.02% | 4.89% | 9.77% | Q4 2022 | Q1 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.12% | 0.22% | 0.31% | Q2 2022 | Q3 2022 | 2 |
RDA Financial Network | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2022 | 2 |
SAX WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.02% | 0.38% | 0.74% | Q1 2022 | Q2 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Rye Brook Capital LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.46% | 0.55% | 0.63% | Q2 2022 | Q3 2022 | 2 |
BHF RG Capital Inc. | 2 | 2 | 0.90% | 1.02% | 1.14% | Q4 2019 | Q1 2020 | 2 |
Syverson Strege & Co | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q4 2022 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 0.15% | 1.12% | 2.08% | Q4 2019 | Q1 2020 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Narwhal Capital Management | 2 | 2 | 0.20% | 0.33% | 0.46% | Q2 2013 | Q3 2013 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.22% | 0.65% | 1.09% | Q4 2022 | Q1 2023 | 2 |
Vantage Financial Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.19% | 0.30% | 0.42% | Q4 2022 | Q3 2023 | 2 |
Kerntke Otto McGlone Wealth Management Group | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
GRANDFIELD & DODD, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 1.46% | 1.46% | 1.47% | Q4 2019 | Q1 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2016 | Q1 2017 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 1.12% | 1.19% | 1.25% | Q1 2023 | Q2 2023 | 2 |
Hamlin Capital Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.37% | 1.36% | 2.35% | Q1 2022 | Q2 2022 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.76% | 0.91% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Roth Financial Partners LLC | 2 | 2 | 0.32% | 0.62% | 0.92% | Q2 2022 | Q3 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q4 2022 | 2 |
AAF Wealth Management, LLC | 2 | 2 | 0.71% | 0.79% | 0.87% | Q2 2022 | Q3 2022 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2022 | Q3 2022 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Spruce Investment Advisors LLC | 2 | 2 | 12.50% | 12.56% | 12.63% | Q4 2016 | Q1 2017 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.26% | 0.69% | 1.12% | Q1 2022 | Q3 2023 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q2 2013 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Adero Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Avondale Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
CJM Wealth Advisers, Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Rinet Co LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
McLean Asset Management Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2017 | Q3 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
PITCAIRN CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
PFG Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
LPWM LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
JSF Financial, LLC | 1 | 1 | 6.81% | 6.81% | 6.81% | Q3 2022 | Q3 2022 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2018 | Q4 2018 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2022 | Q4 2022 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 5.01% | 5.01% | 5.01% | Q1 2016 | Q1 2016 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 6.58% | 6.58% | 6.58% | Q3 2022 | Q3 2022 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Financial Council Asset Management Inc | 1 | 1 | 10.21% | 10.21% | 10.21% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PLANNING ALTERNATIVES LTD /ADV | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2022 | Q2 2022 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2023 | Q1 2023 | 1 |
Members Trust Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2013 | Q2 2013 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sandy Spring Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2020 | Q4 2020 | 1 |
COMMERCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ROGCO, LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2021 | Q4 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Estate Counselors, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2022 | Q4 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Praetorian Wealth Management, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2022 | Q3 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Curtis Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2016 | Q4 2016 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Total Wealth Planning, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Stokes & Hubbell Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2017 | Q2 2017 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Arjuna Capital | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Simply Money Advisors | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2016 | Q2 2016 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
Aries Wealth Management | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2022 | Q1 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brown Financial Advisory | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
Main Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2022 | Q2 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Sentinus, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2019 | Q4 2019 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE CORP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Main Street Research LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Delta Dental Plan of Michigan, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2019 | Q4 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2018 | Q3 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.