Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 69 |
Rehmann Capital Advisory Group | 40 | 2 | 0.14% | 0.47% | 1.10% | Q4 2008 | Q3 2023 | 57 |
Zhang Financial LLC | 47 | 47 | 0.34% | 0.98% | 1.71% | Q1 2012 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.02% | 0.95% | 2.20% | Q4 2011 | Q3 2023 | 47 |
HUNTINGTON NATIONAL BANK | 41 | 1 | 0.00% | 0.19% | 0.44% | Q3 2011 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 19 | 2 | 0.00% | 0.04% | 0.28% | Q2 2014 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.06% | 0.77% | 3.25% | Q4 2012 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 44 |
Cutler Group LLC / CA | 8 | 6 | 0.00% | 0.01% | 0.22% | Q4 2015 | Q2 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.11% | Q4 2012 | Q3 2023 | 44 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.15% | 0.52% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.51% | 0.81% | Q4 2012 | Q2 2023 | 43 |
FMR LLC | 42 | 42 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.10% | 0.40% | 1.20% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.06% | 1.25% | 1.86% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NewSquare Capital LLC | 42 | 42 | 0.15% | 0.42% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.06% | 0.15% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.17% | 0.95% | 1.62% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.09% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Estate Counselors, LLC | 42 | 42 | 0.15% | 2.89% | 6.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.09% | 0.36% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.20% | 0.50% | Q4 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.16% | 0.32% | 0.70% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.31% | 0.47% | 0.69% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.00% | 0.40% | 3.90% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.23% | 0.38% | 0.48% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.08% | 0.29% | 0.94% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.14% | 0.41% | 0.94% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.04% | 0.38% | 2.12% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.13% | 0.29% | 0.49% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.68% | 1.51% | 2.65% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 1.08% | 2.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.36% | 0.55% | 0.88% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.07% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.07% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.03% | 1.02% | 1.72% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 41 | 41 | 0.05% | 0.23% | 0.45% | Q3 2013 | Q3 2023 | 41 |
Horizon Investments, LLC | 30 | 11 | 0.02% | 0.14% | 2.01% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.08% | 0.51% | 1.01% | Q3 2013 | Q3 2023 | 41 |
Paragon Capital Management Ltd | 27 | 14 | 0.18% | 1.94% | 5.58% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.05% | 0.19% | 0.37% | Q4 2013 | Q4 2023 | 41 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 36 | 5 | 0.02% | 0.21% | 2.74% | Q2 2013 | Q3 2023 | 41 |
Freedom Investment Management, Inc. | 39 | 2 | 0.02% | 0.09% | 0.54% | Q1 2013 | Q2 2023 | 41 |
Smithfield Trust Co | 37 | 4 | 0.00% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 41 |
Regal Investment Advisors LLC | 39 | 2 | 0.06% | 0.81% | 4.64% | Q2 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.00% | 0.16% | 0.42% | Q2 2013 | Q2 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.05% | 0.18% | 0.57% | Q2 2013 | Q3 2023 | 41 |
ProVise Management Group, LLC | 40 | 1 | 0.03% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 41 |
FOUNDERS FINANCIAL SECURITIES LLC | 40 | 40 | 0.09% | 0.45% | 1.36% | Q4 2013 | Q3 2023 | 40 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 40 | 40 | 0.10% | 0.26% | 0.38% | Q4 2013 | Q3 2023 | 40 |
West Coast Financial LLC | 40 | 40 | 0.08% | 0.26% | 0.51% | Q4 2013 | Q3 2023 | 40 |
FIRST NATIONAL BANK OF OMAHA | 33 | 7 | 0.02% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Regis Management CO LLC | 40 | 40 | 0.08% | 1.06% | 2.94% | Q4 2013 | Q3 2023 | 40 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 11 | 0.01% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.09% | 0.23% | 0.75% | Q4 2013 | Q3 2023 | 40 |
Legacy Private Trust Co. | 40 | 40 | 0.02% | 0.98% | 2.62% | Q4 2013 | Q3 2023 | 40 |
ClearBridge Investments | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 1.68% | 2.18% | 2.78% | Q4 2013 | Q3 2023 | 40 |
PATTON ALBERTSON MILLER GROUP, LLC | 36 | 4 | 0.19% | 1.43% | 4.13% | Q2 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 1.18% | 2.16% | 2.81% | Q1 2014 | Q4 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.16% | 0.28% | Q4 2014 | Q3 2023 | 40 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 38 | 2 | 0.07% | 0.20% | 0.53% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 35 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 20 | 19 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 20 | 19 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.14% | 0.30% | 0.78% | Q2 2013 | Q4 2022 | 39 |
SPINNAKER TRUST | 39 | 39 | 0.12% | 0.19% | 0.27% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.06% | 0.35% | 1.08% | Q1 2014 | Q3 2023 | 39 |
MUFG Americas Holdings Corp | 38 | 1 | 0.00% | 0.05% | 0.27% | Q1 2011 | Q3 2022 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.12% | 0.23% | 0.33% | Q2 2013 | Q4 2022 | 39 |
Bartlett & Co. LLC | 23 | 16 | 0.00% | 0.09% | 0.21% | Q1 2014 | Q4 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
BAR HARBOR WEALTH MANAGEMENT | 39 | 39 | 0.03% | 0.04% | 0.07% | Q1 2013 | Q3 2022 | 39 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.01% | 2.35% | 12.99% | Q2 2013 | Q4 2022 | 38 |
ARGI Investment Services, LLC | 36 | 2 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q4 2022 | 38 |
VICUS CAPITAL | 32 | 6 | 0.07% | 0.65% | 1.84% | Q2 2013 | Q3 2023 | 38 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 37 | 37 | 0.40% | 0.69% | 3.21% | Q2 2013 | Q2 2022 | 37 |
BESSEMER GROUP INC | 36 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 19 | 18 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 37 |
CHATHAM CAPITAL GROUP, INC. | 37 | 37 | 0.06% | 0.56% | 1.22% | Q3 2014 | Q3 2023 | 37 |
ASPIRIANT, LLC | 37 | 37 | 0.11% | 2.21% | 10.24% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.05% | 0.26% | 0.95% | Q3 2014 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 37 |
Perigon Wealth Management, LLC | 30 | 1 | 0.05% | 0.44% | 1.09% | Q3 2011 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.22% | 0.42% | Q4 2013 | Q3 2023 | 37 |
Hudock, Inc. | 37 | 37 | 0.01% | 2.16% | 3.82% | Q3 2014 | Q3 2023 | 37 |
Portfolio Solutions, LLC | 37 | 37 | 0.40% | 2.55% | 7.00% | Q3 2013 | Q3 2022 | 37 |
Prospera Financial Services Inc | 18 | 1 | 0.03% | 0.10% | 0.23% | Q3 2013 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.27% | 0.52% | Q4 2014 | Q3 2023 | 36 |
Windham Capital Management, LLC | 23 | 13 | 0.05% | 0.28% | 0.82% | Q2 2013 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.04% | 0.58% | 1.68% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.01% | 0.04% | 0.11% | Q3 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.30% | 0.49% | 1.01% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 0.30% | 1.01% | 1.46% | Q1 2015 | Q4 2023 | 36 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 2 | 0.07% | 0.84% | 3.38% | Q1 2013 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 2.08% | 3.44% | 5.99% | Q4 2014 | Q3 2023 | 36 |
NTV ASSET MANAGEMENT LLC | 35 | 1 | 0.08% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.02% | 0.18% | 0.43% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.12% | 0.94% | 1.54% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.48% | 1.46% | 2.48% | Q4 2014 | Q3 2023 | 36 |
ARKANSAS FINANCIAL GROUP, INC. | 36 | 36 | 0.27% | 2.15% | 3.78% | Q4 2014 | Q3 2023 | 36 |
OPTIMUM INVESTMENT ADVISORS | 24 | 5 | 0.00% | 0.17% | 0.37% | Q3 2013 | Q4 2023 | 36 |
Exchange Capital Management, Inc. | 26 | 2 | 0.01% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 2.67% | 4.71% | 8.34% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.03% | 0.13% | 0.37% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.60% | 3.92% | Q2 2013 | Q3 2023 | 36 |
Allworth Financial LP | 36 | 36 | 0.12% | 0.57% | 1.14% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 34 | 2 | 0.01% | 0.23% | 0.50% | Q4 2013 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.10% | 0.19% | 0.60% | Q4 2014 | Q3 2023 | 36 |
ARROW FINANCIAL CORP | 35 | 35 | 0.01% | 0.10% | 0.22% | Q1 2015 | Q3 2023 | 35 |
Sequoia Financial Advisors, LLC | 35 | 35 | 0.07% | 1.90% | 7.94% | Q1 2015 | Q3 2023 | 35 |
COMMERCE BANK | 35 | 35 | 0.02% | 0.11% | 0.26% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q1 2022 | 35 |
Haverford Trust Co | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Boston Standard Wealth Management, LLC | 22 | 4 | 0.77% | 2.82% | 4.16% | Q4 2014 | Q4 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.08% | 0.12% | 0.20% | Q4 2014 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.04% | 1.03% | 11.54% | Q1 2015 | Q3 2023 | 35 |
Goldstein Munger & Associates | 35 | 35 | 4.68% | 8.25% | 14.13% | Q4 2009 | Q2 2018 | 35 |
ALLIANCEBERNSTEIN L.P. | 31 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 32 | 3 | 0.02% | 0.13% | 0.68% | Q4 2013 | Q3 2023 | 35 |
Chesley Taft & Associates LLC | 32 | 3 | 0.24% | 0.64% | 1.05% | Q2 2013 | Q3 2023 | 35 |
Balentine LLC | 35 | 35 | 0.00% | 0.16% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Fisher Asset Management, LLC | 33 | 1 | 0.00% | 0.19% | 0.39% | Q4 2014 | Q3 2023 | 34 |
Financial Architects, Inc | 30 | 4 | 0.09% | 0.37% | 2.63% | Q4 2014 | Q2 2023 | 34 |
COLDSTREAM CAPITAL MANAGEMENT INC | 30 | 4 | 0.11% | 1.29% | 2.99% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.24% | Q2 2015 | Q3 2023 | 34 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 15 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2022 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.30% | 0.58% | 1.18% | Q2 2013 | Q3 2021 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.13% | 0.35% | 0.62% | Q4 2013 | Q1 2022 | 34 |
GAMBLE JONES INVESTMENT COUNSEL | 34 | 34 | 0.02% | 0.09% | 0.11% | Q3 2014 | Q4 2022 | 34 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 34 |
Lenox Wealth Advisors, LLC | 31 | 3 | 0.04% | 0.14% | 0.39% | Q2 2013 | Q1 2022 | 34 |
Evanson Asset Management, LLC | 34 | 34 | 0.05% | 0.23% | 0.83% | Q2 2015 | Q3 2023 | 34 |
FOSTER & MOTLEY INC | 28 | 5 | 0.02% | 0.12% | 0.56% | Q1 2015 | Q3 2023 | 33 |
BAILARD, INC. | 28 | 2 | 0.04% | 1.10% | 2.77% | Q2 2013 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.22% | 0.69% | 0.96% | Q2 2015 | Q2 2023 | 33 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20 | 4 | 1.10% | 6.69% | 9.94% | Q1 2015 | Q3 2023 | 33 |
Sandy Spring Bank | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
COLONY GROUP LLC | 26 | 1 | 0.00% | 0.14% | 0.69% | Q4 2013 | Q3 2023 | 33 |
NISA INVESTMENT ADVISORS, LLC | 33 | 33 | 0.07% | 0.48% | 0.91% | Q2 2015 | Q2 2023 | 33 |
USCA RIA LLC | 32 | 32 | 0.04% | 0.24% | 0.62% | Q3 2013 | Q2 2021 | 32 |
RAYMOND JAMES TRUST N.A. | 22 | 2 | 0.02% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 32 |
Beaumont Financial Partners, LLC | 32 | 32 | 0.18% | 0.88% | 2.94% | Q4 2014 | Q3 2022 | 32 |
FFT WEALTH MANAGEMENT LLC | 32 | 32 | 0.03% | 0.39% | 1.34% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.04% | 0.18% | 0.43% | Q4 2015 | Q3 2023 | 32 |
FIRST NATIONAL TRUST CO | 22 | 1 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.16% | 2.18% | 5.26% | Q4 2015 | Q3 2023 | 32 |
LGL PARTNERS, LLC | 32 | 32 | 0.10% | 1.85% | 3.95% | Q4 2015 | Q3 2023 | 32 |
JACOBSON & SCHMITT ADVISORS, LLC | 32 | 32 | 0.20% | 1.49% | 3.68% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.21% | 2.21% | 3.91% | Q4 2015 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.34% | 0.81% | 1.86% | Q4 2015 | Q3 2023 | 32 |
SIGMA INVESTMENT COUNSELORS INC | 21 | 1 | 0.02% | 0.16% | 0.48% | Q3 2013 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.75% | 1.21% | 1.75% | Q4 2015 | Q3 2023 | 32 |
PHILADELPHIA TRUST CO | 31 | 31 | 0.05% | 0.18% | 0.56% | Q1 2016 | Q3 2023 | 31 |
B. Riley Wealth Advisors, Inc. | 29 | 1 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 31 |
Archford Capital Strategies, LLC | 22 | 9 | 0.08% | 0.37% | 0.56% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.12% | 0.32% | 0.56% | Q1 2016 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.10% | 0.60% | Q2 2013 | Q3 2023 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.06% | 0.26% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.05% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Sensible Financial Planning & Management, LLC. | 31 | 31 | 0.06% | 0.15% | 0.28% | Q3 2014 | Q1 2022 | 31 |
WEDBUSH SECURITIES INC | 19 | 12 | 0.02% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 31 |
Advocacy Wealth Management Services, LLC | 27 | 2 | 0.02% | 0.43% | 2.70% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.05% | 0.20% | 0.57% | Q4 2015 | Q3 2023 | 31 |
MISSION WEALTH MANAGEMENT, LP | 31 | 31 | 0.08% | 0.94% | 2.41% | Q1 2016 | Q3 2023 | 31 |
Efficient Advisors, LLC | 31 | 31 | 0.04% | 0.32% | 0.58% | Q1 2016 | Q3 2023 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.02% | 0.07% | 0.37% | Q1 2016 | Q3 2023 | 31 |
Cetera Investment Advisers | 31 | 31 | 0.09% | 0.40% | 1.52% | Q1 2016 | Q3 2023 | 31 |
Ausdal Financial Partners, Inc. | 26 | 5 | 0.21% | 0.49% | 1.12% | Q4 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.30% | 1.19% | 2.48% | Q1 2016 | Q3 2023 | 31 |
Capital Analysts, LLC | 31 | 31 | 0.01% | 0.85% | 1.38% | Q1 2016 | Q3 2023 | 31 |
Altavista Wealth Management, Inc. | 18 | 13 | 0.09% | 0.53% | 1.05% | Q3 2013 | Q4 2021 | 31 |
FAS Wealth Partners, Inc. | 31 | 31 | 0.11% | 0.41% | 0.91% | Q1 2016 | Q3 2023 | 31 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 0.58% | 1.99% | 2.90% | Q2 2013 | Q3 2020 | 30 |
GIRARD PARTNERS LTD. | 30 | 30 | 0.12% | 0.51% | 1.11% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.14% | 0.31% | 0.82% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.15% | 0.33% | 0.74% | Q2 2016 | Q3 2023 | 30 |
Avidian Wealth Solutions, LLC | 18 | 12 | 0.06% | 0.38% | 2.34% | Q4 2015 | Q3 2023 | 30 |
BTC Capital Management, Inc. | 21 | 4 | 0.07% | 0.31% | 0.82% | Q3 2014 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.59% | 1.38% | 2.43% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.59% | 0.99% | 1.50% | Q2 2013 | Q3 2020 | 30 |
Occidental Asset Management, LLC | 30 | 30 | 0.11% | 0.68% | 1.34% | Q2 2016 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.29% | 0.44% | 0.61% | Q2 2013 | Q3 2020 | 30 |
MILLENNIUM MANAGEMENT LLC | 12 | 3 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 30 |
Carnegie Capital Asset Management, LLC | 20 | 2 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 30 |
Crestwood Advisors Group, LLC | 27 | 3 | 0.22% | 2.92% | 5.83% | Q3 2015 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.41% | 2.73% | 4.77% | Q2 2016 | Q3 2023 | 30 |
COUNTRY TRUST BANK | 15 | 1 | 0.00% | 0.09% | 0.19% | Q2 2014 | Q4 2023 | 30 |
Alliance Wealth Management Group | 28 | 1 | 0.64% | 1.39% | 7.05% | Q4 2015 | Q2 2023 | 29 |
Johnson Financial Group, Inc. | 14 | 1 | 0.00% | 0.45% | 3.24% | Q4 2014 | Q3 2023 | 29 |
Alley Co LLC | 29 | 29 | 0.72% | 1.94% | 2.40% | Q4 2014 | Q4 2021 | 29 |
BANK OF THE WEST | 26 | 3 | 0.06% | 0.18% | 0.49% | Q4 2013 | Q4 2022 | 29 |
Symmetry Partners, LLC | 29 | 29 | 1.16% | 1.95% | 2.60% | Q4 2016 | Q4 2023 | 29 |
Arete Wealth Advisors, LLC | 22 | 1 | 0.06% | 0.41% | 0.72% | Q3 2014 | Q2 2023 | 29 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 25 | 4 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.09% | 0.37% | 0.68% | Q1 2016 | Q3 2023 | 29 |
NATIXIS ADVISORS, L.P. | 24 | 1 | 0.01% | 0.12% | 0.69% | Q4 2013 | Q3 2023 | 29 |
CAMBRIDGE TRUST CO | 21 | 8 | 0.00% | 0.05% | 0.33% | Q2 2016 | Q3 2023 | 29 |
FIRST CITIZENS BANK & TRUST CO | 29 | 29 | 0.06% | 1.24% | 7.22% | Q3 2016 | Q3 2023 | 29 |
BLB&B Advisors, LLC | 27 | 2 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2022 | 29 |
FCA CORP /TX | 28 | 28 | 0.38% | 0.54% | 0.72% | Q1 2015 | Q4 2021 | 28 |
WMS Partners, LLC | 28 | 28 | 0.05% | 0.08% | 0.16% | Q2 2014 | Q1 2021 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.15% | 0.59% | 1.24% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.12% | 0.51% | 2.22% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.02% | 0.12% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.10% | 0.66% | 3.84% | Q4 2016 | Q3 2023 | 28 |
Blue Chip Partners, LLC | 28 | 28 | 0.05% | 0.51% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Pinnacle Advisory Group, Inc. | 18 | 2 | 0.12% | 0.98% | 3.22% | Q2 2013 | Q1 2021 | 28 |
PETTYJOHN, WOOD & WHITE, INC | 23 | 1 | 0.06% | 0.14% | 0.27% | Q2 2013 | Q2 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.21% | 0.40% | 1.46% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.25% | 0.54% | 1.77% | Q1 2016 | Q4 2022 | 28 |
CWM, LLC | 18 | 1 | 0.00% | 0.10% | 0.25% | Q3 2013 | Q3 2023 | 28 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 22 | 6 | 0.02% | 17.47% | 42.04% | Q4 2015 | Q4 2022 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.06% | 5.49% | 77.38% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 23 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 28 |
Truepoint, Inc. | 15 | 1 | 0.03% | 0.18% | 0.81% | Q4 2015 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q4 2021 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q1 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.22% | 0.44% | 0.67% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.08% | 0.32% | 2.71% | Q4 2016 | Q3 2023 | 28 |
THOMPSON SIEGEL & WALMSLEY LLC | 22 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.06% | 0.49% | 1.93% | Q4 2016 | Q3 2023 | 28 |
Fragasso Group Inc. | 22 | 6 | 0.02% | 0.62% | 2.08% | Q4 2016 | Q4 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.40% | 0.90% | 1.61% | Q2 2013 | Q1 2020 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.35% | 1.23% | 2.42% | Q4 2013 | Q3 2020 | 28 |
M Holdings Securities, Inc. | 19 | 1 | 0.05% | 0.23% | 0.56% | Q4 2013 | Q2 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.12% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Hirtle Callaghan & Co LLC | 12 | 5 | 0.00% | 0.42% | 1.34% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.12% | 0.32% | Q2 2013 | Q4 2019 | 27 |
Hartford Financial Management Inc. | 22 | 2 | 0.06% | 0.67% | 2.33% | Q3 2016 | Q3 2023 | 27 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27 | 27 | 0.05% | 0.12% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Summit Financial Wealth Advisors, LLC | 26 | 1 | 0.08% | 0.17% | 0.28% | Q3 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 1 | 0.08% | 0.49% | 0.90% | Q2 2015 | Q3 2023 | 27 |
Grove Bank & Trust | 22 | 5 | 0.01% | 0.86% | 1.79% | Q4 2015 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 1 | 0.01% | 0.12% | 0.39% | Q3 2014 | Q4 2021 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 27 |
Simplicity Solutions, LLC | 19 | 1 | 0.03% | 0.63% | 4.48% | Q4 2015 | Q3 2023 | 27 |
Freestone Capital Holdings, LLC | 27 | 27 | 0.02% | 0.30% | 0.50% | Q1 2017 | Q3 2023 | 27 |
JUNCTURE WEALTH STRATEGIES, LLC | 17 | 10 | 0.14% | 0.55% | 1.34% | Q4 2016 | Q4 2023 | 27 |
RFG Advisory, LLC | 21 | 6 | 0.04% | 0.20% | 0.38% | Q3 2016 | Q3 2023 | 27 |
TELEMUS CAPITAL, LLC | 24 | 1 | 0.02% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 27 | 27 | 4.00% | 4.89% | 6.49% | Q1 2017 | Q3 2023 | 27 |
WESBANCO BANK INC | 16 | 11 | 0.01% | 0.20% | 0.75% | Q4 2016 | Q3 2023 | 27 |
WASHINGTON TRUST Co | 15 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Flaharty Asset Management, LLC | 27 | 27 | 0.10% | 0.36% | 0.84% | Q1 2017 | Q3 2023 | 27 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 27 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q2 2023 | 27 |
Cambria Investment Management, L.P. | 25 | 2 | 0.10% | 0.32% | 0.58% | Q4 2016 | Q3 2023 | 27 |
Aveo Capital Partners, LLC | 14 | 13 | 0.38% | 0.68% | 1.16% | Q4 2016 | Q3 2023 | 27 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.11% | 0.49% | Q2 2013 | Q3 2019 | 26 |
One Capital Management, LLC | 25 | 1 | 0.48% | 2.44% | 3.68% | Q2 2015 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.18% | 0.64% | 1.64% | Q2 2013 | Q3 2023 | 26 |
Boltwood Capital Management | 26 | 26 | 0.08% | 0.24% | 0.42% | Q2 2017 | Q3 2023 | 26 |
Roundview Capital LLC | 18 | 8 | 0.04% | 0.40% | 1.42% | Q1 2016 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.01% | 0.04% | 0.28% | Q3 2014 | Q4 2023 | 26 |
Providence First Trust Co | 26 | 26 | 0.26% | 0.55% | 0.90% | Q2 2017 | Q3 2023 | 26 |
Perennial Advisors, LLC | 24 | 2 | 0.06% | 0.58% | 1.46% | Q4 2016 | Q3 2023 | 26 |
Meridian Wealth Management, LLC | 20 | 6 | 0.07% | 0.18% | 0.38% | Q1 2017 | Q3 2023 | 26 |
GenTrust, LLC | 26 | 26 | 0.21% | 0.72% | 1.26% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.04% | 0.11% | 0.24% | Q1 2017 | Q3 2023 | 26 |
Glenview Trust Co | 17 | 1 | 0.01% | 0.05% | 0.39% | Q4 2012 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.14% | 0.76% | 1.94% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.28% | 0.61% | Q2 2013 | Q3 2019 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Bray Capital Advisors | 23 | 3 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Barber Financial Group, Inc. | 26 | 26 | 0.06% | 1.94% | 3.99% | Q4 2016 | Q1 2023 | 26 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.02% | 0.87% | 2.02% | Q4 2016 | Q3 2023 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.26% | 0.61% | Q4 2016 | Q3 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 4 | 0.00% | 0.12% | 0.41% | Q4 2016 | Q3 2023 | 25 |
O'Dell Group, LLC | 13 | 12 | 0.25% | 0.47% | 1.19% | Q4 2016 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.03% | 0.07% | 0.09% | Q4 2016 | Q4 2022 | 25 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.05% | 0.43% | 2.38% | Q3 2017 | Q3 2023 | 25 |
Founders Capital Management | 13 | 12 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.05% | 0.71% | 2.63% | Q2 2017 | Q2 2023 | 25 |
Garde Capital, Inc. | 25 | 25 | 0.58% | 1.22% | 2.13% | Q2 2014 | Q2 2020 | 25 |
Blue Fin Capital, Inc. | 25 | 25 | 0.16% | 0.24% | 0.41% | Q2 2016 | Q2 2022 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 2.12% | 4.68% | 7.20% | Q3 2017 | Q3 2023 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 25 |
Continuum Advisory, LLC | 25 | 25 | 0.24% | 0.42% | 0.95% | Q3 2017 | Q3 2023 | 25 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 21 | 4 | 0.26% | 0.55% | 0.90% | Q4 2016 | Q3 2023 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 24 | 1 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2019 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.01% | 1.69% | 6.06% | Q3 2017 | Q3 2023 | 25 |
Country Club Trust Company, n.a. | 9 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2021 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.18% | 0.34% | 0.58% | Q4 2017 | Q3 2023 | 24 |
CIBC BANK USA | 24 | 24 | 0.11% | 0.14% | 0.17% | Q1 2014 | Q4 2019 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.45% | 0.90% | 1.54% | Q4 2017 | Q3 2023 | 24 |
Orgel Wealth Management, LLC | 20 | 1 | 0.03% | 17.04% | 56.82% | Q4 2016 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.11% | 0.22% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Wall Capital Group, Inc. | 14 | 5 | 0.15% | 0.33% | 0.75% | Q1 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.82% | 1.34% | 1.82% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.79% | 1.18% | 1.88% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.02% | 0.22% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.06% | 0.20% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.21% | 0.70% | 1.10% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 20 | 4 | 0.00% | 0.12% | 0.20% | Q2 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.39% | 1.60% | 3.07% | Q4 2017 | Q3 2023 | 24 |
HT Partners LLC | 18 | 6 | 0.11% | 2.65% | 10.72% | Q1 2015 | Q1 2022 | 24 |
MONEYWISE, INC. | 24 | 24 | 0.43% | 2.66% | 4.43% | Q4 2016 | Q3 2022 | 24 |
OXFORD FINANCIAL GROUP, LTD. LLC | 18 | 6 | 0.01% | 2.29% | 12.10% | Q4 2016 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.32% | 1.10% | 3.19% | Q4 2017 | Q3 2023 | 24 |
Community Bank, N.A. | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2021 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.05% | 0.19% | 0.49% | Q4 2016 | Q3 2023 | 24 |
Brookstone Capital Management | 20 | 1 | 0.00% | 0.12% | 0.60% | Q2 2015 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.13% | 0.29% | Q4 2017 | Q3 2023 | 24 |
CHEMICAL BANK | 22 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 24 |
Alexandria Capital, LLC | 18 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 24 |
Personal Capital Advisors Corp | 11 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2022 | 24 |
Mount Lucas Management LP | 15 | 3 | 0.01% | 0.19% | 0.59% | Q1 2016 | Q3 2023 | 24 |
NICOLET BANKSHARES INC | 24 | 24 | 0.06% | 0.25% | 1.90% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.45% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.01% | 0.10% | 2.02% | Q2 2013 | Q1 2020 | 24 |
Slow Capital, Inc. | 24 | 24 | 1.13% | 2.79% | 5.26% | Q4 2017 | Q3 2023 | 24 |
Private Ocean, LLC | 14 | 4 | 0.01% | 0.42% | 1.93% | Q4 2013 | Q3 2023 | 24 |
Ironwood Financial, llc | 20 | 4 | 0.00% | 0.20% | 1.27% | Q4 2014 | Q4 2020 | 24 |
Sigma Investment Management Co | 24 | 24 | 4.03% | 6.46% | 12.22% | Q1 2013 | Q4 2018 | 24 |
DUBUQUE BANK & TRUST CO | 10 | 1 | 0.00% | 0.28% | 0.99% | Q2 2013 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.29% | 0.57% | 0.94% | Q4 2017 | Q3 2023 | 24 |
Cardan Capital Partners, LLC | 24 | 24 | 0.17% | 0.59% | 1.13% | Q4 2015 | Q3 2021 | 24 |
Merriman Wealth Management, LLC | 23 | 23 | 0.02% | 0.19% | 0.93% | Q1 2018 | Q3 2023 | 23 |
STOCK YARDS BANK & TRUST CO | 20 | 1 | 0.08% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 23 |
Corient Capital Partners, LLC | 23 | 23 | 0.03% | 0.15% | 0.40% | Q3 2016 | Q1 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 14 | 3 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 23 |
SigFig Wealth Management, LLC | 23 | 23 | 0.03% | 0.21% | 1.58% | Q1 2018 | Q3 2023 | 23 |
Vivaldi Capital Management LP | 20 | 1 | 0.00% | 0.19% | 1.73% | Q1 2017 | Q3 2023 | 23 |
Intellectus Partners, LLC | 16 | 7 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 23 |
Acropolis Investment Management, LLC | 16 | 7 | 0.03% | 0.16% | 0.49% | Q4 2016 | Q3 2023 | 23 |
Miracle Mile Advisors, LLC | 23 | 23 | 0.09% | 0.65% | 1.30% | Q1 2018 | Q3 2023 | 23 |
CENTRAL TRUST Co | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 23 |
Crestone Asset Management LLC | 22 | 1 | 0.08% | 0.47% | 1.45% | Q4 2016 | Q1 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.05% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Joel Isaacson & Co., LLC | 17 | 1 | 0.01% | 0.04% | 0.16% | Q4 2012 | Q3 2023 | 23 |
Alaska Wealth Advisors | 16 | 7 | 2.39% | 7.91% | 11.88% | Q4 2017 | Q3 2023 | 23 |
Paulson Wealth Management Inc. | 19 | 4 | 0.22% | 1.79% | 4.46% | Q4 2017 | Q3 2023 | 23 |
Integrated Wealth Concepts LLC | 23 | 23 | 0.06% | 0.36% | 1.02% | Q1 2018 | Q3 2023 | 23 |
TRUST CO OF VIRGINIA /VA | 22 | 1 | 0.03% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Homrich & Berg | 13 | 10 | 0.01% | 0.04% | 0.20% | Q3 2015 | Q3 2021 | 23 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 23 |
FormulaFolio Investments, LLC | 23 | 23 | 0.01% | 0.30% | 2.07% | Q4 2015 | Q2 2021 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q4 2018 | 23 |
Leonard Rickey Investment Advisors P.L.L.C. | 21 | 1 | 0.20% | 3.13% | 4.58% | Q4 2017 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.02% | 0.08% | 0.55% | Q4 2015 | Q1 2021 | 22 |
ALESCO ADVISORS LLC | 20 | 2 | 0.03% | 0.19% | 0.53% | Q2 2013 | Q3 2023 | 22 |
EP Wealth Advisors, LLC | 21 | 1 | 0.01% | 0.35% | 1.31% | Q4 2017 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.11% | 1.07% | 1.62% | Q2 2018 | Q3 2023 | 22 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 12 | 1 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.31% | 1.56% | Q3 2013 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.09% | 0.28% | Q3 2017 | Q3 2023 | 22 |
SUNTRUST BANKS INC | 20 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2019 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.50% | 3.26% | 6.92% | Q4 2017 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 15 | 1 | 0.03% | 0.36% | 1.56% | Q3 2016 | Q3 2023 | 22 |
High Falls Advisors, Inc | 19 | 3 | 0.01% | 0.77% | 1.94% | Q4 2015 | Q3 2023 | 22 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.00% | 0.02% | 0.17% | Q3 2013 | Q2 2023 | 22 |
Calamos Wealth Management LLC | 18 | 1 | 0.04% | 0.37% | 2.39% | Q1 2016 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 1.32% | 2.66% | Q2 2018 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 21 | 21 | 0.13% | 0.30% | 0.57% | Q4 2017 | Q4 2022 | 21 |
C-J Advisory, Inc. | 21 | 21 | 0.88% | 1.20% | 1.40% | Q3 2016 | Q3 2021 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 20 | 1 | 0.02% | 0.26% | 2.09% | Q3 2013 | Q4 2019 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 1.10% | 1.65% | 2.31% | Q2 2018 | Q3 2023 | 21 |
HOLDERNESS INVESTMENTS CO | 21 | 21 | 0.09% | 0.35% | 0.60% | Q1 2017 | Q1 2022 | 21 |
SeaCrest Wealth Management, LLC | 21 | 21 | 0.08% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Legacy Financial Strategies, LLC | 17 | 4 | 0.21% | 1.09% | 2.01% | Q4 2017 | Q3 2023 | 21 |
Valeo Financial Advisors, LLC | 21 | 21 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.04% | 0.45% | 0.90% | Q3 2018 | Q3 2023 | 21 |
Ironwood Wealth Management, LLC. | 12 | 1 | 0.60% | 0.88% | 1.81% | Q3 2017 | Q3 2023 | 21 |
TODD ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.12% | 0.21% | 0.56% | Q3 2018 | Q3 2023 | 21 |
IBEX WEALTH ADVISORS | 20 | 1 | 0.00% | 0.41% | 0.64% | Q4 2016 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.30% | 0.68% | Q3 2018 | Q3 2023 | 21 |
Vista Private Wealth Partners. LLC | 21 | 21 | 0.41% | 1.06% | 1.86% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.29% | 0.71% | 1.42% | Q1 2015 | Q2 2020 | 21 |
JONES FINANCIAL COMPANIES LLLP | 20 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 21 |
Plante Moran Financial Advisors, LLC | 17 | 1 | 0.01% | 2.74% | 15.36% | Q3 2014 | Q3 2023 | 21 |
RiverGlades Family Offices LLC | 14 | 1 | 0.26% | 2.09% | 4.86% | Q4 2017 | Q3 2023 | 21 |
Moors & Cabot, Inc. | 19 | 2 | 0.02% | 0.05% | 0.17% | Q3 2016 | Q4 2022 | 21 |
Confluence Wealth Management LLC | 21 | 21 | 0.18% | 0.75% | 1.03% | Q3 2015 | Q3 2020 | 21 |
Dynamic Advisor Solutions LLC | 18 | 1 | 0.05% | 0.14% | 0.34% | Q2 2017 | Q3 2023 | 21 |
Bouchey Financial Group Ltd | 14 | 7 | 0.05% | 0.54% | 1.10% | Q2 2015 | Q4 2021 | 21 |
Checchi Capital Advisers, LLC | 20 | 1 | 0.03% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 21 |
Fort Point Capital Partners LLC | 12 | 9 | 0.07% | 1.06% | 2.46% | Q2 2015 | Q3 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.30% | 0.42% | 0.59% | Q3 2017 | Q3 2022 | 21 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q2 2022 | 21 |
FIDUCIARY TRUST CO | 21 | 21 | 0.03% | 0.25% | 0.44% | Q3 2018 | Q3 2023 | 21 |
Renaissance Technologies | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Smart Money Group LLC | 20 | 20 | 0.39% | 0.79% | 1.40% | Q4 2017 | Q3 2022 | 20 |
Gryphon Financial Partners LLC | 20 | 20 | 0.20% | 0.32% | 0.49% | Q3 2018 | Q2 2023 | 20 |
Morningstar Investment Services LLC | 20 | 20 | 0.18% | 0.24% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.06% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.18% | 0.96% | 1.87% | Q4 2018 | Q3 2023 | 20 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.36% | 0.97% | 2.23% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.09% | 0.55% | 2.44% | Q4 2018 | Q3 2023 | 20 |
TIEDEMANN ADVISORS, LLC | 20 | 20 | 0.11% | 0.28% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.30% | 0.63% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 1.26% | 3.96% | 7.44% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.20% | 1.38% | 2.08% | Q4 2018 | Q3 2023 | 20 |
Waverly Advisors, LLC | 20 | 20 | 0.11% | 0.29% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.08% | 0.51% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.05% | 0.11% | 0.33% | Q4 2018 | Q3 2023 | 20 |
VERITY Wealth Advisors | 20 | 20 | 0.27% | 0.44% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.03% | 0.45% | 3.81% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.25% | 1.27% | 3.63% | Q4 2018 | Q3 2023 | 20 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 20 | 0.09% | 0.12% | 0.15% | Q1 2015 | Q4 2019 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.10% | 1.01% | 1.63% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 0.16% | 0.45% | 1.18% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q1 2018 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.08% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.17% | 1.35% | 3.00% | Q4 2018 | Q3 2023 | 20 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 20 | 20 | 2.02% | 3.14% | 4.63% | Q4 2018 | Q3 2023 | 20 |
Retirement Planning Group, LLC | 20 | 20 | 0.19% | 0.42% | 0.60% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.14% | 0.86% | 2.71% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.12% | 0.23% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 0.50% | 0.76% | 1.09% | Q2 2013 | Q1 2018 | 20 |
Sand Hill Global Advisors, LLC | 20 | 20 | 0.06% | 0.38% | 1.70% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.23% | 1.23% | 2.97% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.00% | 0.26% | 0.43% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.10% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Atwater Malick LLC | 20 | 20 | 0.10% | 0.21% | 0.49% | Q4 2018 | Q3 2023 | 20 |
FineMark National Bank & Trust | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.08% | 0.12% | 0.18% | Q4 2017 | Q3 2022 | 20 |
PFS INVESTMENTS INC. | 20 | 20 | 0.09% | 0.66% | 1.08% | Q3 2018 | Q2 2023 | 20 |
INVESTMENT PARTNERS, LTD. | 19 | 1 | 0.07% | 0.64% | 1.96% | Q1 2015 | Q3 2023 | 20 |
Sterneck Capital Management, LLC | 20 | 20 | 0.15% | 0.19% | 0.26% | Q2 2013 | Q1 2018 | 20 |
Simply Money Advisors | 20 | 20 | 0.41% | 1.59% | 4.52% | Q2 2013 | Q1 2018 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 0.02% | 0.35% | 0.83% | Q4 2018 | Q3 2023 | 20 |
COMERICA SECURITIES INC | 11 | 9 | 0.05% | 0.24% | 1.13% | Q2 2013 | Q4 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.09% | 0.12% | 0.21% | Q4 2013 | Q3 2018 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.27% | 0.72% | 1.61% | Q4 2018 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 12 | 8 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q3 2022 | 20 |
Edelman Financial Services, LLC | 20 | 20 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q4 2018 | 20 |
Waldron Private Wealth LLC | 20 | 20 | 0.29% | 1.13% | 3.75% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.04% | 1.92% | 3.86% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 20 |
McAdam, LLC | 19 | 1 | 0.04% | 0.62% | 0.98% | Q3 2018 | Q3 2023 | 20 |
Florin Court Capital LLP | 7 | 2 | 0.43% | 5.55% | 19.51% | Q1 2017 | Q2 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.30% | 0.56% | 0.84% | Q4 2016 | Q3 2021 | 20 |
METROPOLITAN LIFE INSURANCE CO/NY | 12 | 8 | 0.00% | 0.21% | 0.43% | Q2 2013 | Q2 2018 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.14% | 0.36% | 1.06% | Q4 2018 | Q3 2023 | 20 |
Csenge Advisory Group | 16 | 1 | 0.01% | 0.10% | 0.21% | Q3 2017 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.23% | 0.82% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.29% | 0.46% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.24% | 0.37% | 0.58% | Q4 2017 | Q3 2022 | 20 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.20% | 0.30% | 0.45% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.86% | 7.68% | 11.95% | Q1 2014 | Q3 2018 | 19 |
Ellevest, Inc. | 19 | 19 | 0.09% | 6.47% | 7.71% | Q1 2019 | Q3 2023 | 19 |
Inscription Capital, LLC | 10 | 9 | 0.24% | 2.77% | 9.98% | Q4 2018 | Q3 2023 | 19 |
McNamara Financial Services, Inc. | 19 | 19 | 0.14% | 1.76% | 5.16% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.26% | 0.77% | 0.95% | Q1 2019 | Q3 2023 | 19 |
Keel Point, LLC | 19 | 19 | 0.07% | 0.15% | 0.29% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.03% | 0.35% | 1.64% | Q1 2019 | Q3 2023 | 19 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 1 | 0.04% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 19 |
Insight Wealth Strategies, LLC | 19 | 19 | 0.09% | 0.46% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 19 | 19 | 0.26% | 0.63% | 1.01% | Q1 2019 | Q3 2023 | 19 |
Horan Securities, Inc. | 11 | 8 | 0.12% | 0.30% | 0.78% | Q4 2018 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.06% | 0.77% | 1.52% | Q2 2016 | Q3 2023 | 19 |
SIMON QUICK ADVISORS, LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Armor Investment Advisors, LLC | 19 | 19 | 0.01% | 0.76% | 1.51% | Q1 2019 | Q3 2023 | 19 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 17 | 2 | 0.05% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 19 |
BRYN MAWR TRUST Co | 11 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.11% | 0.18% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Alera Investment Advisors, LLC | 13 | 6 | 0.14% | 1.80% | 5.67% | Q4 2018 | Q3 2023 | 19 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 17 | 2 | 0.26% | 0.64% | 1.53% | Q4 2017 | Q4 2022 | 19 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.38% | 4.24% | 8.16% | Q1 2019 | Q3 2023 | 19 |
KELLEHER FINANCIAL ADVISORS | 12 | 7 | 0.13% | 0.30% | 0.51% | Q1 2016 | Q4 2020 | 19 |
DT Investment Partners, LLC | 17 | 2 | 0.02% | 0.80% | 2.28% | Q2 2014 | Q3 2023 | 19 |
Ally Invest Advisors Inc. | 19 | 19 | 0.14% | 1.91% | 2.37% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.21% | 0.73% | Q2 2013 | Q3 2023 | 19 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.15% | 1.37% | 5.87% | Q4 2018 | Q3 2023 | 19 |
WealthOne, LLC | 19 | 19 | 0.10% | 0.40% | 0.99% | Q4 2018 | Q2 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.06% | 0.09% | 0.13% | Q2 2018 | Q4 2022 | 19 |
One Wealth Advisors, LLC | 12 | 7 | 0.05% | 1.30% | 4.38% | Q4 2017 | Q3 2023 | 19 |
PALLADIUM PARTNERS LLC | 9 | 1 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q3 2019 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.06% | 0.14% | 0.41% | Q2 2013 | Q4 2017 | 19 |
NORTHSTAR INVESTMENT ADVISORS LLC | 19 | 19 | 0.05% | 0.23% | 0.55% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.10% | 0.50% | Q1 2019 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
WBH ADVISORY INC | 16 | 3 | 0.05% | 0.11% | 0.30% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.74% | 1.16% | 1.58% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.06% | 0.35% | 1.50% | Q4 2017 | Q2 2022 | 19 |
First National Bank of South Miami | 19 | 19 | 1.78% | 2.38% | 3.57% | Q4 2018 | Q2 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 1.43% | 2.06% | 2.81% | Q1 2019 | Q3 2023 | 19 |
ETF Portfolio Partners, Inc. | 17 | 1 | 0.16% | 0.37% | 0.61% | Q1 2016 | Q1 2022 | 18 |
MONROE BANK & TRUST/MI | 12 | 3 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q2 2018 | 18 |
HARVEY CAPITAL MANAGEMENT INC | 9 | 9 | 0.18% | 0.28% | 0.50% | Q1 2019 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 18 |
EASTERN BANK | 18 | 18 | 0.02% | 0.45% | 1.84% | Q2 2013 | Q3 2017 | 18 |
TRUST CO OF VERMONT | 8 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2022 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.03% | 0.21% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 11 | 2 | 0.00% | 0.21% | 0.58% | Q3 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q3 2017 | 18 |
BROWN ADVISORY INC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 18 | 0.08% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Dorsey & Whitney Trust CO LLC | 18 | 18 | 0.03% | 0.10% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Greenwich Investment Management, Inc. | 14 | 4 | 0.30% | 3.14% | 7.79% | Q2 2017 | Q3 2022 | 18 |
Savant Capital, LLC | 18 | 18 | 0.04% | 0.23% | 0.42% | Q2 2019 | Q3 2023 | 18 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 11 | 7 | 0.34% | 10.93% | 14.12% | Q2 2016 | Q4 2020 | 18 |
Live Your Vision, LLC | 18 | 18 | 0.83% | 2.81% | 4.07% | Q4 2014 | Q1 2019 | 18 |
Clear Harbor Asset Management, LLC | 15 | 1 | 0.01% | 0.07% | 0.12% | Q3 2017 | Q1 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.12% | 0.20% | 0.28% | Q2 2019 | Q3 2023 | 18 |
NAPLES GLOBAL ADVISORS, LLC | 18 | 18 | 0.06% | 0.22% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Cordasco Financial Network | 18 | 18 | 0.04% | 0.26% | 1.39% | Q4 2016 | Q1 2021 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Dakota Wealth Management | 18 | 18 | 0.07% | 0.21% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Pointe Capital Management LLC | 17 | 1 | 0.09% | 0.46% | 1.27% | Q4 2016 | Q1 2023 | 18 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.12% | 0.60% | Q2 2016 | Q4 2021 | 18 |
Paracle Advisors, LLC | 18 | 18 | 0.88% | 3.57% | 6.97% | Q4 2016 | Q1 2021 | 18 |
CPWM, LLC | 17 | 1 | 0.02% | 0.04% | 0.09% | Q4 2012 | Q1 2022 | 18 |
Clear Perspective Advisors, LLC | 11 | 7 | 0.05% | 0.14% | 0.31% | Q4 2016 | Q4 2021 | 18 |
Fieldpoint Private Securities, LLC | 17 | 1 | 0.00% | 0.83% | 1.40% | Q1 2017 | Q2 2022 | 18 |
Verdence Capital Advisors LLC | 18 | 18 | 0.05% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.38% | 0.92% | 1.40% | Q2 2019 | Q3 2023 | 18 |
Financial Partners Group, Inc | 13 | 5 | 0.06% | 0.69% | 1.95% | Q4 2018 | Q2 2023 | 18 |
Signature Wealth Management Group | 18 | 18 | 0.25% | 0.32% | 0.42% | Q4 2017 | Q1 2022 | 18 |
Lutz Financial Services LLC | 18 | 18 | 0.31% | 0.92% | 1.42% | Q2 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 18 |
ERn Financial, LLC | 18 | 18 | 0.04% | 1.90% | 5.10% | Q4 2018 | Q1 2023 | 18 |
RDA Financial Network | 18 | 18 | 0.15% | 0.30% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.11% | 0.39% | 0.75% | Q2 2019 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.11% | 0.16% | 0.22% | Q2 2013 | Q3 2017 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.18% | 0.69% | 2.61% | Q1 2016 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.49% | 2.81% | Q3 2019 | Q3 2023 | 17 |
Stonebridge Capital Advisors LLC | 11 | 6 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.30% | 0.41% | 0.58% | Q3 2019 | Q3 2023 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 17 | 17 | 0.12% | 0.20% | 0.41% | Q3 2014 | Q3 2018 | 17 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 17 |
MainStreet Investment Advisors LLC | 16 | 1 | 0.04% | 0.49% | 1.19% | Q4 2018 | Q3 2023 | 17 |
Pensionmark Financial Group, LLC | 17 | 17 | 0.24% | 0.53% | 0.78% | Q3 2019 | Q3 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.28% | 3.92% | 8.26% | Q3 2019 | Q3 2023 | 17 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 1 | 0.00% | 0.16% | 0.32% | Q2 2016 | Q3 2023 | 17 |
Relative Value Partners Group, LLC | 10 | 7 | 0.02% | 0.41% | 2.20% | Q2 2019 | Q3 2023 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 15 | 1 | 0.02% | 0.56% | 3.18% | Q4 2016 | Q2 2022 | 17 |
WINTRUST INVESTMENTS LLC | 11 | 1 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.05% | 0.14% | Q4 2019 | Q4 2023 | 17 |
MBM Wealth Consultants, LLC | 15 | 2 | 0.01% | 1.65% | 2.36% | Q4 2018 | Q1 2023 | 17 |
Beacon Harbor Wealth Advisors, Inc. | 13 | 4 | 0.08% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Highland Private Wealth Management | 16 | 1 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2022 | 17 |
CONDOR CAPITAL MANAGEMENT | 17 | 17 | 0.04% | 0.78% | 1.21% | Q4 2018 | Q4 2022 | 17 |
HighTower Trust Company, N.A. | 16 | 1 | 0.04% | 0.07% | 0.18% | Q3 2013 | Q2 2022 | 17 |
Gladstone Institutional Advisory LLC | 17 | 17 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Choate Investment Advisors | 7 | 4 | 0.00% | 1.22% | 5.71% | Q4 2016 | Q3 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 1 | 0.01% | 0.44% | 2.72% | Q4 2015 | Q3 2023 | 17 |
Venturi Wealth Management, LLC | 17 | 17 | 0.05% | 0.50% | 0.78% | Q3 2019 | Q3 2023 | 17 |
TD Capital Management LLC | 17 | 17 | 0.57% | 1.69% | 3.12% | Q3 2019 | Q3 2023 | 17 |
Stratos Investment Management, LLC | 17 | 17 | 0.07% | 0.13% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Chesapeake Wealth Management | 17 | 17 | 0.08% | 0.20% | 0.24% | Q1 2018 | Q1 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 17 | 17 | 0.08% | 0.55% | 1.35% | Q4 2017 | Q4 2021 | 17 |
Aviance Capital Partners, LLC | 17 | 17 | 0.09% | 0.20% | 0.37% | Q1 2014 | Q1 2018 | 17 |
Crabel Capital Management, LLC | 9 | 3 | 0.38% | 1.59% | 4.48% | Q4 2017 | Q2 2023 | 17 |
Allen Investment Management, LLC | 17 | 17 | 0.25% | 1.28% | 3.39% | Q3 2014 | Q3 2018 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.07% | 0.27% | 0.72% | Q2 2013 | Q2 2017 | 17 |
Chicago Partners Investment Group LLC | 16 | 1 | 0.02% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.06% | 1.07% | 1.96% | Q3 2019 | Q3 2023 | 17 |
First National Bank of Mount Dora, Trust Investment Services | 17 | 17 | 0.48% | 2.78% | 4.89% | Q4 2019 | Q4 2023 | 17 |
Larson Financial Group LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Lattice Strategies LLC | 14 | 3 | 0.17% | 0.34% | 0.68% | Q4 2013 | Q4 2018 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.46% | 0.60% | 0.81% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.04% | 0.11% | 0.30% | Q2 2013 | Q2 2017 | 17 |
MERITAGE PORTFOLIO MANAGEMENT | 17 | 17 | 0.02% | 0.17% | 0.27% | Q3 2019 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.20% | 0.26% | 0.36% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PFG Advisors | 11 | 5 | 0.08% | 0.13% | 0.20% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.03% | 2.79% | 7.86% | Q4 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.05% | 0.17% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 9 | 7 | 0.02% | 0.11% | 0.18% | Q4 2014 | Q2 2023 | 16 |
Bernardo Wealth Planning LLC | 15 | 1 | 0.27% | 0.60% | 1.52% | Q4 2018 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q4 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 1.96% | 2.34% | 2.82% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 16 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.65% | 3.36% | Q4 2013 | Q3 2023 | 16 |
GRIMES & COMPANY, INC. | 12 | 4 | 0.02% | 0.89% | 4.18% | Q2 2016 | Q4 2020 | 16 |
Independence Advisors, LLC | 16 | 16 | 0.19% | 1.46% | 2.85% | Q4 2016 | Q3 2020 | 16 |
EAGLE GLOBAL ADVISORS LLC | 13 | 3 | 0.01% | 0.12% | 0.20% | Q2 2017 | Q3 2023 | 16 |
Sunbelt Securities, Inc. | 15 | 1 | 0.01% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q4 2021 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.11% | 1.52% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.15% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Providence Capital Advisors, LLC | 12 | 4 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 16 |
Axiom Investment Management LLC | 16 | 16 | 0.18% | 1.01% | 2.34% | Q4 2018 | Q3 2022 | 16 |
GREAT LAKES ADVISORS, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q2 2018 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.53% | 0.79% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Eldridge Investment Advisors, Inc. | 11 | 1 | 0.07% | 0.11% | 0.17% | Q2 2018 | Q2 2023 | 16 |
Kovack Advisors, Inc. | 14 | 1 | 0.03% | 0.06% | 0.24% | Q1 2016 | Q3 2022 | 16 |
Liquid Strategies, LLC | 16 | 16 | 2.20% | 5.79% | 12.88% | Q4 2019 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2014 | 16 |
SALEM INVESTMENT COUNSELORS INC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
D.B. Root & Company, LLC | 10 | 6 | 0.09% | 0.20% | 0.46% | Q4 2017 | Q2 2022 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 0.15% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 0.09% | 0.49% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.25% | 0.48% | 0.80% | Q2 2010 | Q3 2023 | 16 |
W.G. Shaheen & Associates DBA Whitney & Co | 16 | 16 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 10 | 6 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 16 |
WALLER FINANCIAL PLANNING GROUP, INC | 16 | 16 | 0.74% | 1.19% | 1.55% | Q1 2020 | Q4 2023 | 16 |
SMITH, MOORE & CO. | 10 | 6 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.96% | 8.54% | 14.04% | Q4 2019 | Q3 2023 | 16 |
Clean Yield Group | 10 | 1 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.61% | 1.30% | 2.48% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 5.23% | 6.52% | 8.85% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.30% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 12 | 4 | 0.01% | 0.61% | 1.41% | Q3 2019 | Q3 2023 | 16 |
Royal Harbor Partners, LLC | 16 | 16 | 0.11% | 0.22% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.06% | 1.10% | 2.63% | Q4 2019 | Q3 2023 | 16 |
C M BIDWELL & ASSOCIATES LTD | 14 | 2 | 0.01% | 0.39% | 1.28% | Q4 2017 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.11% | 0.20% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.34% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 1.21% | 1.40% | 1.67% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.37% | 0.59% | 1.17% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 0.21% | 3.91% | 6.26% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.08% | 1.30% | 2.23% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.06% | 0.33% | 0.54% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 1.93% | 3.46% | 5.30% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 16 | 16 | 0.11% | 0.28% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.52% | 1.13% | 1.65% | Q4 2019 | Q3 2023 | 16 |
Evensky & Katz LLC | 13 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Harbour Capital Advisors, LLC | 8 | 1 | 0.07% | 0.11% | 0.18% | Q4 2015 | Q3 2023 | 16 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.08% | 0.14% | Q2 2017 | Q2 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.18% | 1.12% | 2.00% | Q4 2019 | Q3 2023 | 16 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.14% | 2.62% | 6.87% | Q4 2019 | Q3 2023 | 15 |
Beacon Financial Advisory LLC | 15 | 15 | 0.12% | 0.27% | 0.50% | Q4 2019 | Q2 2023 | 15 |
KFA Private Wealth Group, LLC | 13 | 2 | 0.18% | 0.48% | 0.83% | Q4 2019 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.54% | 1.49% | 2.05% | Q1 2020 | Q4 2023 | 15 |
PBMares Wealth Management LLC | 10 | 5 | 0.09% | 0.61% | 2.04% | Q4 2019 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 12 | 3 | 0.00% | 0.90% | 2.71% | Q4 2019 | Q3 2023 | 15 |
TFO Wealth Partners, LLC | 13 | 2 | 0.01% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.08% | 0.18% | Q2 2016 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.23% | 0.28% | 0.35% | Q1 2020 | Q3 2023 | 15 |
SWS Partners | 5 | 1 | 0.18% | 1.29% | 2.06% | Q4 2017 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.07% | 0.41% | 0.93% | Q4 2015 | Q4 2022 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 1.89% | 4.43% | 5.66% | Q1 2020 | Q3 2023 | 15 |
Westover Capital Advisors, LLC | 15 | 15 | 0.12% | 0.47% | 0.63% | Q3 2018 | Q1 2022 | 15 |
Clarius Group, LLC | 11 | 1 | 0.03% | 0.46% | 0.92% | Q4 2015 | Q3 2023 | 15 |
Corbenic Partners LLC | 9 | 6 | 0.64% | 4.57% | 11.48% | Q4 2013 | Q2 2022 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.14% | 0.35% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.18% | 0.56% | Q1 2020 | Q3 2023 | 15 |
AMG National Trust Bank | 14 | 1 | 0.02% | 0.36% | 0.68% | Q2 2019 | Q3 2023 | 15 |
Veracity Capital LLC | 15 | 15 | 0.09% | 0.28% | 0.54% | Q1 2020 | Q3 2023 | 15 |
BSW Wealth Partners | 11 | 4 | 0.20% | 0.41% | 1.09% | Q4 2017 | Q3 2023 | 15 |
Emerson Wealth, LLC | 15 | 15 | 0.18% | 0.23% | 0.33% | Q4 2018 | Q2 2022 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.01% | 0.06% | 0.41% | Q4 2019 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.15% | 0.34% | 0.47% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 2.02% | 2.48% | 4.47% | Q4 2017 | Q2 2021 | 15 |
RMR Wealth Builders | 14 | 1 | 0.01% | 1.26% | 2.75% | Q4 2019 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 1 | 0.00% | 0.13% | 0.38% | Q1 2019 | Q3 2023 | 15 |
Foster Victor Wealth Advisors, LLC | 14 | 1 | 0.02% | 1.10% | 2.10% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q4 2016 | 15 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.24% | 4.00% | 16.37% | Q2 2013 | Q4 2016 | 15 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2017 | Q2 2022 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.00% | 0.09% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Wealth Advisors of Iowa, LLC | 15 | 15 | 0.67% | 0.92% | 1.06% | Q1 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 15 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 15 | 15 | 0.96% | 1.40% | 1.66% | Q2 2020 | Q4 2023 | 15 |
HBC Financial Services, PLLC | 12 | 3 | 8.50% | 10.13% | 12.54% | Q4 2019 | Q3 2023 | 15 |
Merit Financial Group, LLC | 8 | 7 | 0.01% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Arden Trust Co | 15 | 15 | 0.15% | 0.59% | 1.10% | Q2 2020 | Q4 2023 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 0.14% | 0.34% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Soros Fund Management | 15 | 15 | 0.35% | 0.53% | 1.38% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.24% | 0.51% | 0.70% | Q1 2020 | Q3 2023 | 15 |
Wakefield Asset Management LLLP | 15 | 15 | 0.14% | 0.25% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.75% | 1.34% | 2.13% | Q4 2019 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 13 | 2 | 0.49% | 0.59% | 0.85% | Q4 2019 | Q3 2023 | 15 |
Cardinal Strategic Wealth Guidance | 15 | 15 | 0.15% | 7.92% | 10.62% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 14 | 0.07% | 0.16% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Parisi Gray Wealth Management | 8 | 6 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q1 2022 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 2 | 0.01% | 0.21% | 2.65% | Q4 2014 | Q3 2018 | 14 |
Sabal Trust CO | 12 | 2 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 2.14% | 4.43% | 6.02% | Q2 2020 | Q3 2023 | 14 |
Walkner Condon Financial Advisors LLC | 14 | 14 | 0.06% | 0.53% | 1.28% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 10 | 1 | 0.00% | 0.15% | 0.37% | Q1 2016 | Q4 2022 | 14 |
First Ascent Asset Management, LLC | 14 | 14 | 0.04% | 4.32% | 6.55% | Q4 2019 | Q1 2023 | 14 |
Bank OZK | 10 | 4 | 0.09% | 0.13% | 0.30% | Q4 2019 | Q2 2023 | 14 |
Bernicke Wealth Management, Ltd. | 14 | 14 | 0.80% | 6.34% | 9.09% | Q1 2017 | Q2 2020 | 14 |
Resonant Capital Advisors, LLC | 14 | 14 | 0.22% | 0.74% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Blue Zone Wealth Advisors, LLC | 14 | 14 | 0.35% | 0.68% | 1.10% | Q4 2019 | Q1 2023 | 14 |
WADDELL & REED FINANCIAL INC | 11 | 3 | 0.01% | 0.05% | 0.13% | Q1 2016 | Q1 2021 | 14 |
AMARILLO NATIONAL BANK | 14 | 14 | 0.10% | 0.15% | 0.30% | Q2 2017 | Q3 2020 | 14 |
Wealth Alliance | 14 | 14 | 0.19% | 0.35% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Wealthstar Advisors, LLC | 10 | 4 | 0.19% | 0.75% | 1.02% | Q2 2019 | Q3 2023 | 14 |
Cerity Partners LLC | 12 | 2 | 0.05% | 0.18% | 0.30% | Q1 2020 | Q3 2023 | 14 |
BOKF, NA | 5 | 1 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.07% | 0.25% | 0.58% | Q2 2020 | Q3 2023 | 14 |
NIXON PEABODY TRUST CO | 14 | 14 | 0.12% | 0.17% | 0.23% | Q2 2018 | Q3 2021 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.04% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
KMG FIDUCIARY PARTNERS, LLC | 14 | 14 | 0.12% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Tolleson Wealth Management, Inc. | 14 | 14 | 0.28% | 0.48% | 0.82% | Q2 2020 | Q3 2023 | 14 |
Annex Advisory Services, LLC | 7 | 1 | 0.03% | 0.54% | 1.17% | Q2 2013 | Q3 2023 | 14 |
Peak Asset Management, LLC | 11 | 3 | 0.07% | 0.09% | 0.14% | Q4 2016 | Q4 2020 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 13 | 1 | 0.01% | 0.13% | 1.47% | Q4 2018 | Q2 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Princeton Global Asset Management LLC | 12 | 2 | 0.01% | 0.04% | 0.21% | Q1 2020 | Q3 2023 | 14 |
TrinityPoint Wealth, LLC | 14 | 14 | 0.07% | 0.25% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Advisory Resource Group | 14 | 14 | 0.42% | 0.49% | 0.64% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 8 | 6 | 0.17% | 1.62% | 3.80% | Q3 2015 | Q2 2020 | 14 |
Hamilton Wealth, LLC | 8 | 6 | 0.16% | 0.83% | 7.16% | Q1 2020 | Q3 2023 | 14 |
Centric Wealth Management | 14 | 14 | 0.07% | 0.19% | 0.78% | Q4 2018 | Q1 2022 | 14 |
Shamrock Asset Management LLC | 14 | 14 | 0.02% | 0.05% | 0.13% | Q2 2016 | Q3 2019 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.17% | 0.26% | 0.33% | Q3 2015 | Q4 2018 | 14 |
VISTA INVESTMENT MANAGEMENT | 9 | 2 | 0.11% | 0.27% | 0.55% | Q4 2017 | Q3 2023 | 14 |
Avondale Wealth Management | 14 | 14 | 0.17% | 0.44% | 0.57% | Q2 2019 | Q3 2022 | 14 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.23% | 0.41% | 0.75% | Q2 2020 | Q3 2023 | 14 |
Rice Partnership, LLC | 10 | 4 | 0.05% | 0.07% | 0.22% | Q2 2019 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2016 | Q3 2019 | 14 |
Bristlecone Advisors, LLC | 6 | 1 | 0.03% | 0.09% | 0.13% | Q4 2015 | Q3 2023 | 14 |
Legacy Financial Advisors, Inc. | 7 | 3 | 0.06% | 0.74% | 3.10% | Q1 2019 | Q3 2023 | 14 |
Independence Bank of Kentucky | 14 | 14 | 0.06% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.16% | 0.37% | 0.84% | Q4 2013 | Q4 2017 | 14 |
Maryland Capital Management | 11 | 3 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q3 2022 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 2 | 0.06% | 1.01% | 3.80% | Q2 2013 | Q3 2023 | 13 |
Insight Wealth Partners, LLC | 13 | 13 | 0.41% | 2.11% | 3.96% | Q3 2020 | Q3 2023 | 13 |
FUKOKU MUTUAL LIFE INSURANCE Co | 13 | 13 | 1.27% | 1.50% | 1.88% | Q3 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.07% | 0.20% | 0.80% | Q3 2020 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 7 | 2 | 0.07% | 0.23% | 0.68% | Q4 2017 | Q2 2023 | 13 |
Thomasville National Bank | 9 | 1 | 0.02% | 0.03% | 0.12% | Q3 2017 | Q3 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 0.26% | 0.55% | 1.61% | Q4 2020 | Q4 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 13 |
BANK OF HAWAII | 7 | 6 | 0.01% | 0.44% | 1.07% | Q2 2020 | Q3 2023 | 13 |
TBH Global Asset Management, LLC | 13 | 13 | 0.06% | 0.51% | 1.88% | Q4 2019 | Q4 2022 | 13 |
JAG CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.09% | 0.16% | Q2 2014 | Q4 2021 | 13 |
MA Private Wealth | 8 | 5 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q1 2022 | 13 |
Ledyard National Bank | 9 | 4 | 0.00% | 0.56% | 1.95% | Q1 2017 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.05% | 0.44% | 1.26% | Q3 2020 | Q3 2023 | 13 |
Altus Wealth Management, LLC | 13 | 13 | 0.28% | 0.83% | 1.40% | Q3 2020 | Q3 2023 | 13 |
MetLife Investment Management, LLC | 8 | 2 | 0.01% | 0.06% | 0.15% | Q3 2018 | Q4 2022 | 13 |
LITTLE HOUSE CAPITAL LLC | 7 | 1 | 0.15% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.21% | 0.64% | Q2 2013 | Q2 2016 | 13 |
PFG Private Wealth Management, LLC | 13 | 13 | 0.83% | 1.15% | 1.64% | Q4 2019 | Q4 2022 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.38% | 0.59% | 0.95% | Q1 2012 | Q3 2023 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.18% | 0.95% | 2.41% | Q4 2020 | Q4 2023 | 13 |
Weaver Consulting Group | 13 | 13 | 0.07% | 0.13% | 0.17% | Q1 2019 | Q1 2022 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.11% | 0.24% | 0.53% | Q3 2016 | Q3 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Essex Savings Bank | 13 | 13 | 0.14% | 0.43% | 1.68% | Q3 2020 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.08% | 0.16% | 0.24% | Q2 2020 | Q2 2023 | 13 |
Independence Wealth Advisors, Inc. | 13 | 13 | 0.67% | 2.57% | 3.95% | Q4 2017 | Q4 2020 | 13 |
WASHINGTON TRUST BANK | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2022 | 13 |
Single Point Partners, LLC | 6 | 1 | 2.02% | 4.50% | 7.01% | Q4 2019 | Q3 2023 | 13 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 9 | 4 | 0.02% | 0.17% | 0.56% | Q1 2014 | Q3 2017 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 13 | 0.68% | 1.86% | 4.23% | Q4 2019 | Q4 2022 | 13 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.03% | 0.18% | 0.60% | Q1 2020 | Q1 2023 | 13 |
NOTTINGHAM ADVISORS, INC. | 13 | 13 | 0.04% | 0.11% | 0.24% | Q4 2014 | Q4 2017 | 13 |
Riverpoint Wealth Management Holdings, LLC | 13 | 13 | 0.11% | 0.21% | 0.37% | Q3 2018 | Q3 2021 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.03% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
NWAM LLC | 12 | 1 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Burt Wealth Advisors | 13 | 13 | 0.25% | 2.05% | 3.64% | Q3 2020 | Q3 2023 | 13 |
Wade Financial Advisory, Inc | 13 | 13 | 0.58% | 0.80% | 1.08% | Q4 2019 | Q4 2022 | 13 |
CATALYST PRIVATE WEALTH, LLC | 13 | 13 | 0.13% | 0.88% | 2.62% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.17% | 1.54% | 2.82% | Q3 2020 | Q3 2023 | 13 |
Nuveen Asset Management, LLC | 12 | 1 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q4 2016 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 3 | 0.01% | 0.29% | 0.83% | Q2 2013 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.07% | 0.12% | 0.42% | Q4 2017 | Q4 2020 | 13 |
VALLEY NATIONAL ADVISERS INC | 7 | 1 | 0.01% | 0.21% | 0.67% | Q4 2014 | Q3 2023 | 13 |
TRUE Private Wealth Advisors | 13 | 13 | 0.04% | 0.63% | 3.46% | Q3 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 6 | 1 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q2 2020 | 13 |
Wealth CMT | 6 | 6 | 4.32% | 8.34% | 13.26% | Q1 2020 | Q1 2023 | 12 |
MidWestOne Financial Group, Inc. | 12 | 12 | 0.40% | 0.92% | 1.24% | Q4 2020 | Q3 2023 | 12 |
CAMG Solamere Management, LLC | 12 | 12 | 0.14% | 0.21% | 0.27% | Q4 2018 | Q3 2021 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.05% | 0.15% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Ackerman Capital Advisors, LLC | 8 | 4 | 0.24% | 9.85% | 24.69% | Q2 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.04% | 0.25% | 0.45% | Q3 2014 | Q2 2017 | 12 |
Veery Capital, LLC | 12 | 12 | 3.83% | 4.57% | 5.49% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.21% | 0.84% | 1.51% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 7 | 2 | 0.01% | 0.33% | 0.88% | Q4 2019 | Q3 2023 | 12 |
FSA Wealth Management LLC | 11 | 1 | 0.13% | 0.43% | 0.72% | Q4 2019 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.97% | 3.14% | 4.96% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.23% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 1.24% | 1.51% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.72% | 1.53% | 2.66% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 1.51% | 2.93% | 5.02% | Q4 2020 | Q3 2023 | 12 |
Benchmark Wealth Management, LLC | 12 | 12 | 0.44% | 0.55% | 0.86% | Q4 2019 | Q3 2022 | 12 |
ROPES WEALTH ADVISORS LLC | 5 | 3 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 12 |
Magnus Financial Group LLC | 6 | 1 | 0.03% | 0.14% | 0.27% | Q4 2018 | Q2 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.34% | 1.23% | 2.68% | Q4 2020 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.33% | 0.48% | 0.69% | Q4 2019 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.17% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.16% | 6.80% | 12.72% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.08% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.57% | 3.15% | 6.16% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.03% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 12 |
HMS Capital Management, LLC | 9 | 1 | 0.12% | 0.27% | 0.42% | Q3 2016 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Strategic Financial Planning, Inc. | 9 | 3 | 0.19% | 0.31% | 0.40% | Q4 2019 | Q2 2023 | 12 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 12 | 12 | 0.63% | 1.68% | 2.56% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 0.53% | 1.02% | 1.47% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.09% | 1.23% | 1.91% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
StoneX Group Inc. | 9 | 1 | 0.15% | 0.62% | 1.73% | Q4 2019 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 1.46% | 3.22% | 5.90% | Q4 2020 | Q3 2023 | 12 |
MayTech Global Investments, LLC | 12 | 12 | 0.63% | 0.78% | 1.12% | Q3 2019 | Q2 2022 | 12 |
Renasant Bank | 12 | 12 | 0.42% | 0.60% | 1.01% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 1.80% | 4.32% | 5.13% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.32% | 3.85% | 6.25% | Q4 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q2 2022 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.28% | 0.40% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 1.06% | 1.82% | 2.57% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.31% | 1.55% | 9.60% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.20% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Klingman & Associates, LLC | 12 | 12 | 0.06% | 0.10% | 0.16% | Q4 2014 | Q3 2017 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q3 2013 | Q2 2017 | 12 |
ADE, LLC | 12 | 12 | 0.44% | 2.56% | 7.03% | Q4 2020 | Q3 2023 | 12 |
Alaska Permanent Capital Management | 11 | 1 | 0.10% | 0.53% | 1.20% | Q3 2013 | Q1 2019 | 12 |
TFC Financial Management, Inc. | 11 | 1 | 0.00% | 0.06% | 0.32% | Q3 2020 | Q3 2023 | 12 |
Aurora Private Wealth, Inc. | 12 | 12 | 0.11% | 0.15% | 0.22% | Q4 2019 | Q3 2022 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 1.11% | 1.72% | 2.12% | Q4 2020 | Q3 2023 | 12 |
FOCUS Wealth Advisors, LLC | 12 | 12 | 0.59% | 1.03% | 1.36% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.80% | 1.20% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q2 2022 | 12 |
FIRST UNITED BANK & TRUST | 12 | 12 | 0.08% | 0.13% | 0.18% | Q2 2019 | Q1 2022 | 12 |
Barrington Strategic Wealth Management Group LLC | 12 | 12 | 0.22% | 0.37% | 0.59% | Q4 2014 | Q3 2017 | 12 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.00% | 0.19% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Avalon Investment & Advisory | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Hilltop Holdings Inc. | 8 | 4 | 0.05% | 0.11% | 0.19% | Q1 2015 | Q4 2021 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.14% | 1.46% | 1.88% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.13% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Regent Peak Wealth Advisors LLC | 12 | 12 | 0.07% | 0.12% | 0.15% | Q4 2019 | Q3 2022 | 12 |
4J Wealth Management LLC | 12 | 12 | 1.55% | 2.27% | 3.76% | Q4 2020 | Q3 2023 | 12 |
BALLAST ADVISORS LLC | 12 | 12 | 0.04% | 0.12% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.42% | 0.89% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 11 | 1 | 0.07% | 0.16% | 0.33% | Q4 2019 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.16% | 0.27% | 0.54% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.60% | 0.88% | 1.29% | Q4 2020 | Q3 2023 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.17% | 0.32% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.04% | 1.97% | 5.47% | Q4 2020 | Q3 2023 | 12 |
Sage Advisory Services, Ltd.Co. | 12 | 12 | 0.08% | 0.22% | 0.54% | Q2 2017 | Q1 2020 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.22% | 0.59% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.07% | 0.35% | 0.58% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.07% | 0.20% | Q4 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 8 | 1 | 0.02% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.26% | 0.42% | 0.59% | Q4 2015 | Q3 2018 | 12 |
Main Management LLC | 10 | 2 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
EVERETT HARRIS & CO /CA/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Aft, Forsyth & Sober, LLC | 12 | 12 | 0.10% | 3.36% | 8.07% | Q4 2019 | Q3 2022 | 12 |
MBA Advisors LLC | 11 | 11 | 0.15% | 0.27% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Doyle Wealth Management | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 11 |
Syverson Strege & Co | 11 | 11 | 0.21% | 0.72% | 1.53% | Q4 2020 | Q2 2023 | 11 |
Redhawk Wealth Advisors, Inc. | 11 | 11 | 0.05% | 0.45% | 1.88% | Q3 2020 | Q1 2023 | 11 |
RKL Wealth Management LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Gemmer Asset Management LLC | 6 | 5 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q4 2021 | 11 |
RIVERSEDGE ADVISORS, LLC | 8 | 3 | 0.99% | 2.79% | 7.19% | Q2 2019 | Q3 2023 | 11 |
Olympiad Research LP | 10 | 1 | 0.43% | 2.10% | 6.34% | Q4 2019 | Q3 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.17% | 0.38% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.28% | 0.34% | 0.41% | Q4 2017 | Q2 2020 | 11 |
Element Wealth, LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.17% | 0.52% | 1.11% | Q1 2021 | Q3 2023 | 11 |
ASSOCIATED BANC-CORP | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 11 |
PRIVATE CAPITAL MANAGEMENT LLC | 7 | 4 | 0.06% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 11 | 11 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q4 2020 | 11 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Aries Wealth Management | 6 | 5 | 0.20% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 11 |
LAKE STREET FINANCIAL LLC | 8 | 1 | 0.05% | 0.26% | 0.40% | Q3 2019 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 10 | 1 | 0.02% | 0.13% | 0.23% | Q4 2013 | Q3 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2015 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.23% | 1.00% | 2.12% | Q1 2021 | Q3 2023 | 11 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.30% | 1.10% | Q1 2017 | Q3 2022 | 11 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7 | 4 | 0.03% | 2.87% | 5.01% | Q4 2016 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q2 2022 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q1 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.18% | 0.95% | Q1 2016 | Q3 2018 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.22% | 0.97% | 2.26% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Engrave Wealth Partners LLC | 11 | 11 | 0.21% | 0.65% | 1.05% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.23% | 0.44% | Q4 2020 | Q2 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.10% | 2.13% | 3.54% | Q4 2020 | Q3 2023 | 11 |
Financial Insights, Inc. | 6 | 1 | 0.12% | 0.99% | 3.93% | Q1 2020 | Q3 2023 | 11 |
ALLSTATE CORP | 10 | 1 | 0.40% | 4.50% | 18.94% | Q1 2020 | Q3 2023 | 11 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 11 |
DFPG INVESTMENTS, LLC | 4 | 3 | 0.10% | 0.28% | 0.86% | Q2 2019 | Q3 2023 | 11 |
Wellspring Financial Advisors, LLC | 9 | 2 | 0.10% | 0.18% | 0.54% | Q1 2020 | Q1 2023 | 11 |
Auxano Advisors, LLC | 11 | 11 | 0.74% | 1.85% | 2.89% | Q1 2020 | Q3 2022 | 11 |
FIRST AMERICAN TRUST, FSB | 10 | 1 | 0.05% | 0.24% | 0.34% | Q4 2019 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.17% | 0.64% | 1.99% | Q1 2021 | Q3 2023 | 11 |
Exeter Financial, LLC | 11 | 11 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q2 2023 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.27% | 0.61% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Williams Financial, LLC | 8 | 3 | 2.13% | 12.58% | 15.03% | Q4 2020 | Q3 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Mount Yale Investment Advisors, LLC | 8 | 3 | 0.02% | 0.13% | 0.87% | Q1 2018 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 11 |
BTS Asset Management, Inc. | 10 | 1 | 0.01% | 0.61% | 3.14% | Q1 2016 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 1.10% | 1.33% | 1.47% | Q1 2021 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.42% | 0.95% | 1.59% | Q4 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.04% | 0.08% | 0.13% | Q3 2013 | Q3 2017 | 11 |
Zions Bancorporation, N.A. | 6 | 1 | 0.05% | 0.51% | 3.62% | Q2 2020 | Q3 2023 | 11 |
UNITED BANK | 6 | 1 | 0.07% | 0.60% | 3.59% | Q4 2013 | Q3 2023 | 11 |
Burleson & Company, LLC | 8 | 3 | 0.00% | 1.01% | 3.00% | Q3 2019 | Q4 2022 | 11 |
Axiom Financial Strategies, LLC | 11 | 11 | 0.19% | 5.79% | 8.10% | Q1 2020 | Q3 2022 | 11 |
CUMBERLAND ADVISORS INC | 6 | 5 | 0.08% | 0.41% | 0.83% | Q2 2019 | Q3 2023 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.03% | 0.31% | 0.67% | Q1 2021 | Q3 2023 | 11 |
CHOREO, LLC | 8 | 1 | 0.02% | 0.46% | 1.53% | Q2 2020 | Q3 2023 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.07% | 0.72% | 1.88% | Q4 2014 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.54% | 1.42% | 2.49% | Q4 2016 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 9 | 2 | 0.03% | 0.22% | 0.64% | Q4 2016 | Q3 2023 | 11 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.23% | 0.66% | Q1 2017 | Q3 2023 | 11 |
Atlas Private Wealth Management | 10 | 1 | 0.12% | 0.40% | 0.50% | Q4 2019 | Q2 2023 | 11 |
ROBINSON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 1.73% | 6.36% | Q1 2017 | Q3 2022 | 11 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.51% | 0.77% | 0.99% | Q3 2021 | Q4 2023 | 10 |
Center For Asset Management LLC | 6 | 4 | 0.16% | 0.30% | 0.45% | Q4 2020 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.08% | 0.18% | 0.27% | Q4 2018 | Q1 2021 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.16% | 0.59% | Q2 2018 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.21% | 1.18% | 2.49% | Q4 2020 | Q2 2023 | 10 |
Round Rock Advisors, LLC | 10 | 10 | 0.08% | 0.19% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.15% | 0.20% | 0.24% | Q3 2016 | Q4 2018 | 10 |
AlphaCentric Advisors LLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Signature Financial Management, Inc. | 10 | 10 | 0.06% | 0.13% | 0.20% | Q3 2016 | Q4 2018 | 10 |
East Coast Asset Management, LLC. | 6 | 1 | 0.01% | 0.07% | 0.14% | Q4 2012 | Q3 2017 | 10 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 10 | 10 | 0.80% | 1.14% | 1.37% | Q3 2019 | Q4 2021 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.02% | 0.16% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.91% | 1.53% | 1.84% | Q4 2015 | Q1 2018 | 10 |
RHS Financial, LLC | 9 | 1 | 0.19% | 0.26% | 0.43% | Q4 2019 | Q2 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Peninsula Wealth, LLC | 10 | 10 | 0.25% | 0.28% | 0.31% | Q1 2018 | Q2 2020 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.06% | 0.36% | 0.55% | Q2 2021 | Q3 2023 | 10 |
HCR Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 9 | 1 | 0.03% | 0.41% | 1.14% | Q4 2018 | Q2 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
VAUGHAN & Co SECURITIES, INC. | 10 | 10 | 0.31% | 0.43% | 0.61% | Q4 2019 | Q1 2022 | 10 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
TPB WEALTH ADVISORS | 10 | 10 | 0.51% | 0.96% | 1.46% | Q4 2020 | Q1 2023 | 10 |
CAPITAL CITY TRUST CO/FL | 10 | 10 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PAX Financial Group, LLC | 10 | 10 | 0.05% | 0.15% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Minot Wealth Management LLC | 10 | 10 | 0.11% | 0.28% | 0.65% | Q4 2019 | Q1 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 10 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.12% | 0.20% | 0.66% | Q1 2018 | Q3 2023 | 10 |
Charles Schwab Investment Advisory, Inc. | 6 | 1 | 0.00% | 0.90% | 2.20% | Q4 2013 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2017 | 10 |
S.A. Mason LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Core Wealth Advisors, Inc. | 10 | 10 | 0.08% | 0.12% | 0.20% | Q4 2019 | Q1 2022 | 10 |
CUE ADVISORY SERVICES, INC. | 10 | 10 | 0.19% | 0.23% | 0.27% | Q2 2015 | Q3 2017 | 10 |
IRON Financial LLC | 7 | 3 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Kingfisher Capital LLC | 9 | 1 | 0.11% | 0.27% | 1.43% | Q2 2013 | Q3 2021 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Trinity Wealth Management, LLC | 10 | 10 | 0.17% | 1.54% | 2.99% | Q2 2021 | Q3 2023 | 10 |
Karp Capital Management Corp | 7 | 3 | 0.10% | 0.17% | 0.25% | Q1 2015 | Q1 2018 | 10 |
Edge Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Smith, Salley & Associates | 6 | 4 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.04% | 0.12% | 0.22% | Q4 2020 | Q1 2023 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 6 | 2 | 0.11% | 1.47% | 4.28% | Q4 2020 | Q3 2023 | 10 |
ROVIN CAPITAL /UT/ /ADV | 10 | 10 | 0.12% | 0.20% | 0.25% | Q4 2019 | Q1 2022 | 10 |
Litman Gregory Wealth Management LLC | 7 | 3 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q1 2021 | 10 |
Winthrop Advisory Group LLC | 10 | 10 | 0.05% | 0.13% | 0.41% | Q4 2019 | Q1 2022 | 10 |
F3Logic, LLC | 9 | 1 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 3.38% | 4.83% | 5.52% | Q2 2021 | Q3 2023 | 10 |
Invesco Ltd. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 10 |
SYM FINANCIAL Corp | 6 | 2 | 0.00% | 0.10% | 0.32% | Q4 2018 | Q2 2022 | 10 |
Forward Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 10 |
Atlas Private Wealth Advisors | 10 | 10 | 0.10% | 0.63% | 1.89% | Q2 2020 | Q3 2022 | 10 |
AJ WEALTH STRATEGIES, LLC | 9 | 1 | 0.02% | 1.18% | 3.28% | Q1 2020 | Q2 2023 | 10 |
Aletheian Wealth Advisors LLC | 9 | 9 | 1.40% | 3.15% | 4.95% | Q4 2021 | Q4 2023 | 9 |
ARS Wealth Advisors, LLC | 7 | 2 | 0.05% | 0.12% | 0.25% | Q4 2013 | Q2 2021 | 9 |
Sterling Financial Planning, Inc. | 5 | 4 | 0.07% | 0.63% | 1.81% | Q2 2021 | Q3 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.18% | 0.22% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Sandbox Financial Partners, LLC | 9 | 9 | 0.41% | 0.51% | 0.62% | Q3 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 2.20% | 2.42% | 2.68% | Q3 2021 | Q3 2023 | 9 |
MONUMENTAL FINANCIAL GROUP INC. | 7 | 1 | 0.11% | 1.06% | 2.42% | Q1 2021 | Q3 2023 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q3 2021 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q2 2022 | 9 |
MOLLER FINANCIAL SERVICES | 7 | 2 | 0.10% | 1.87% | 4.70% | Q1 2020 | Q3 2023 | 9 |
HM PAYSON & CO | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 9 |
Paradigm Financial Advisors, LLC | 6 | 3 | 0.10% | 0.20% | 0.32% | Q2 2019 | Q4 2021 | 9 |
Van Hulzen Asset Management, LLC | 6 | 3 | 0.02% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 9 |
WELCH & FORBES LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 9 |
CITY HOLDING CO | 9 | 9 | 0.03% | 0.10% | 0.15% | Q1 2015 | Q1 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Integrated Wealth Management | 9 | 9 | 0.47% | 0.55% | 0.68% | Q1 2015 | Q1 2017 | 9 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 1 | 0.08% | 0.13% | 0.23% | Q4 2018 | Q1 2023 | 9 |
Hamilton Capital, LLC | 6 | 1 | 0.02% | 0.10% | 0.48% | Q4 2019 | Q4 2022 | 9 |
Proficio Capital Partners LLC | 4 | 1 | 0.01% | 0.15% | 0.28% | Q2 2016 | Q3 2023 | 9 |
Oliver Luxxe Assets LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2015 | 9 |
Smith & Howard Wealth Management, LLC | 8 | 1 | 0.28% | 5.71% | 7.74% | Q4 2016 | Q3 2023 | 9 |
Silicon Valley Capital Partners | 8 | 1 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.07% | 0.50% | 1.10% | Q3 2021 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 6 | 3 | 0.00% | 0.10% | 0.25% | Q4 2015 | Q1 2019 | 9 |
Cable Hill Partners, LLC | 8 | 1 | 0.03% | 0.09% | 0.57% | Q4 2014 | Q4 2017 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.29% | 0.42% | 0.72% | Q1 2020 | Q1 2022 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Maple Capital Management, Inc. | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.01% | 0.12% | 0.16% | Q1 2020 | Q4 2023 | 9 |
Ameritas Investment Company, LLC | 5 | 4 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q3 2021 | 9 |
Garner Asset Management Corp | 9 | 9 | 0.33% | 0.68% | 1.12% | Q2 2017 | Q2 2019 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.10% | 0.32% | 0.81% | Q1 2021 | Q1 2023 | 9 |
55I, LLC | 9 | 9 | 1.00% | 1.34% | 1.83% | Q1 2020 | Q1 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.13% | 0.27% | 1.14% | Q4 2020 | Q4 2022 | 9 |
Versant Capital Management, Inc | 5 | 4 | 0.05% | 0.28% | 0.56% | Q4 2015 | Q4 2023 | 9 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 9 |
Stewardship Financial Advisors, LLC | 7 | 1 | 0.02% | 0.39% | 0.79% | Q2 2017 | Q4 2020 | 9 |
Cooper Financial Group | 5 | 4 | 0.15% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.28% | 0.30% | 0.38% | Q4 2021 | Q4 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 1.98% | 2.63% | 3.09% | Q4 2013 | Q4 2015 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.13% | 0.59% | Q3 2020 | Q3 2022 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 3.04% | 5.61% | 8.97% | Q4 2017 | Q4 2019 | 9 |
HILLTOP WEALTH ADVISORS, LLC | 9 | 9 | 0.31% | 11.27% | 16.77% | Q4 2019 | Q4 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.03% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 9 |
Firestone Capital Management | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
CVA Family Office, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 9 |
Emerald Advisors, LLC | 9 | 9 | 0.11% | 0.61% | 1.21% | Q1 2020 | Q1 2022 | 9 |
Alhambra Investment Management LLC | 8 | 1 | 0.22% | 1.27% | 2.27% | Q4 2019 | Q3 2023 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Tennessee Valley Asset Management Partners | 9 | 9 | 0.13% | 0.33% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Hayden Royal, LLC | 8 | 8 | 0.15% | 0.33% | 0.69% | Q1 2019 | Q4 2020 | 8 |
Measured Wealth Private Client Group, LLC | 7 | 1 | 0.01% | 0.13% | 0.23% | Q3 2018 | Q4 2021 | 8 |
DB Wealth Management Group, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 1.70% | 3.83% | 10.41% | Q4 2021 | Q3 2023 | 8 |
ASHFORD CAPITAL MANAGEMENT INC | 8 | 8 | 0.08% | 0.49% | 1.31% | Q2 2013 | Q1 2015 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Lake Hills Wealth Management, LLC | 8 | 8 | 0.30% | 0.81% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Alta Wealth Advisors LLC | 8 | 8 | 0.18% | 0.37% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.57% | 2.24% | Q4 2021 | Q3 2023 | 8 |
SII INVESTMENTS INC/WI | 7 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2017 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.28% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
PrairieView Partners, LLC | 7 | 1 | 0.00% | 0.11% | 0.22% | Q1 2021 | Q3 2023 | 8 |
Hudson Capital Management LLC | 7 | 1 | 0.12% | 0.57% | 2.34% | Q4 2017 | Q4 2022 | 8 |
OLIO Financial Planning | 8 | 8 | 0.49% | 2.25% | 4.62% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.02% | 3.16% | 5.39% | Q1 2022 | Q4 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Powell Investment Advisors, LLC | 5 | 3 | 0.03% | 0.48% | 1.28% | Q4 2019 | Q4 2022 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.28% | 0.41% | 0.62% | Q4 2021 | Q3 2023 | 8 |
YHB Investment Advisors, Inc. | 8 | 8 | 0.07% | 0.15% | 0.36% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2022 | 8 |
MKD WEALTH COACHES, LLC | 6 | 2 | 0.09% | 0.95% | 1.51% | Q1 2019 | Q4 2021 | 8 |
Parasol Investment Management, LLC | 8 | 8 | 0.17% | 0.21% | 0.36% | Q3 2013 | Q2 2015 | 8 |
NEW SOUTH CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.61% | 1.91% | 3.28% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.31% | 0.48% | 0.73% | Q4 2021 | Q3 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 1.04% | 1.44% | 2.16% | Q2 2013 | Q1 2015 | 8 |
LPWM LLC | 8 | 8 | 0.19% | 0.65% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.04% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.50% | 1.36% | 1.98% | Q4 2021 | Q3 2023 | 8 |
McBroom & Associates, LLC | 8 | 8 | 0.52% | 0.95% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 8 |
Northwest Capital Management Inc | 8 | 8 | 0.10% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Parkside Financial Bank & Trust | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.01% | 0.37% | 1.91% | Q4 2018 | Q2 2022 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 1.07% | 1.28% | 1.56% | Q4 2021 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.09% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Detalus Advisors, LLC | 8 | 8 | 0.16% | 1.29% | 2.86% | Q4 2021 | Q3 2023 | 8 |
Rinkey Investments | 8 | 8 | 3.54% | 5.82% | 8.37% | Q4 2021 | Q3 2023 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 0.43% | 0.67% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.71% | 2.06% | 5.21% | Q4 2021 | Q3 2023 | 8 |
Kohmann Bosshard Financial Services, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q1 2021 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.46% | 1.90% | 2.75% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.96% | 3.08% | 7.90% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 8 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.07% | 0.52% | Q1 2020 | Q3 2022 | 8 |
STALEY CAPITAL ADVISERS INC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Operose Advisors LLC | 8 | 8 | 1.42% | 2.50% | 5.00% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2020 | Q3 2022 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.10% | 0.32% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Motley Fool Wealth Management, LLC | 6 | 1 | 0.05% | 0.17% | 0.23% | Q1 2021 | Q2 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.52% | 6.58% | 9.78% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.17% | 1.41% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Summit Equities Inc | 8 | 8 | 0.18% | 0.30% | 0.42% | Q4 2016 | Q3 2018 | 8 |
Newton One Investments LLC | 4 | 4 | 0.41% | 0.74% | 1.11% | Q2 2021 | Q3 2023 | 8 |
Stokes Capital Advisors, LLC | 7 | 1 | 0.07% | 0.46% | 0.69% | Q2 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.78% | 0.96% | 1.30% | Q4 2021 | Q3 2023 | 8 |
USAdvisors Wealth Management, LLC | 6 | 2 | 0.18% | 0.56% | 0.84% | Q3 2019 | Q2 2022 | 8 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.10% | 0.96% | 2.18% | Q4 2017 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.32% | 2.78% | 13.22% | Q4 2021 | Q3 2023 | 8 |
Client First Capital LLC | 8 | 8 | 0.33% | 0.90% | 1.35% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.16% | 0.31% | 0.45% | Q3 2021 | Q3 2023 | 8 |
ANDERSON HOAGLAND & CO | 8 | 8 | 0.07% | 0.22% | 0.80% | Q4 2020 | Q3 2022 | 8 |
HL FINANCIAL SERVICES LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 8 |
Crow Point Partners, LLC | 8 | 8 | 0.13% | 1.12% | 7.46% | Q1 2018 | Q4 2019 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.32% | 0.73% | 0.82% | Q1 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.04% | 0.84% | 2.21% | Q2 2018 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.15% | 0.59% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.11% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.25% | 0.52% | 0.95% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.09% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 3.10% | 3.43% | 3.72% | Q4 2021 | Q3 2023 | 8 |
Financial Strategies Group, Inc. | 8 | 8 | 0.10% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 2.41% | 3.72% | 4.81% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.08% | 3.26% | 4.42% | Q3 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.87% | 1.07% | 1.38% | Q4 2018 | Q3 2020 | 8 |
Good Life Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 8 |
FIRST FINANCIAL CORP /IN/ | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2016 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 1.24% | 1.48% | 1.64% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.52% | 0.64% | 0.74% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.27% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 8 | 0.17% | 1.19% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.22% | 1.93% | 3.42% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.38% | 0.83% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.52% | 0.62% | 0.82% | Q4 2020 | Q3 2022 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 8.46% | 10.50% | 12.10% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.10% | 0.49% | 1.39% | Q4 2020 | Q3 2022 | 8 |
Abundance Wealth Counselors | 5 | 1 | 0.06% | 0.19% | 0.81% | Q2 2020 | Q4 2022 | 8 |
Diversified Portfolios, Inc. | 8 | 8 | 0.14% | 0.46% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.02% | 0.06% | 0.10% | Q1 2012 | Q3 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.01% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.07% | 0.44% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.63% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.19% | 0.46% | Q4 2021 | Q3 2023 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.17% | 0.43% | 0.59% | Q3 2020 | Q2 2022 | 8 |
StrongBox Wealth, LLC | 8 | 8 | 0.41% | 0.55% | 0.82% | Q1 2020 | Q4 2021 | 8 |
River Wealth Advisors LLC | 8 | 8 | 0.05% | 0.09% | 0.19% | Q3 2020 | Q2 2022 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 1.21% | 1.97% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.27% | 0.75% | 1.25% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.01% | 1.35% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 1.57% | 2.40% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.97% | 2.48% | 3.35% | Q4 2021 | Q3 2023 | 8 |
Ascendant Capital Management, LLC | 4 | 4 | 1.14% | 3.52% | 6.43% | Q1 2021 | Q1 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.24% | 0.34% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.17% | 0.35% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.00% | 0.15% | 0.33% | Q4 2019 | Q3 2021 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 1.40% | 1.70% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.22% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 1.18% | 1.46% | 1.60% | Q1 2022 | Q3 2023 | 7 |
Berkshire Bank | 7 | 7 | 0.27% | 0.31% | 0.35% | Q3 2020 | Q1 2022 | 7 |
Ferguson Shapiro LLC | 7 | 7 | 0.29% | 0.88% | 1.75% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.71% | 1.91% | 2.20% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.50% | 0.61% | 0.72% | Q4 2021 | Q3 2023 | 7 |
Traverso Chambers Private Wealth Management, LLC | 5 | 2 | 0.09% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 7 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 2 | 0.27% | 0.38% | 0.52% | Q4 2021 | Q3 2023 | 7 |
Clear Creek Financial Management, LLC | 6 | 1 | 0.06% | 0.73% | 4.47% | Q3 2020 | Q3 2023 | 7 |
Ellenbecker Investment Group | 7 | 7 | 0.11% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 5.56% | 7.09% | 12.46% | Q1 2022 | Q3 2023 | 7 |
Summit Asset Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 0.14% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Executive Wealth Management, LLC | 4 | 3 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 7 |
Godshalk Welsh Capital Management, Inc. | 4 | 3 | 0.12% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.11% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.38% | 2.71% | 4.96% | Q1 2022 | Q3 2023 | 7 |
AFAM CAPITAL, INC. | 7 | 7 | 0.08% | 0.15% | 0.23% | Q2 2016 | Q4 2017 | 7 |
Xcel Wealth Management, LLC | 7 | 7 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q4 2021 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.05% | 0.47% | 1.09% | Q3 2020 | Q1 2022 | 7 |
Harfst & Associates, Inc. | 7 | 7 | 0.12% | 0.22% | 0.45% | Q2 2020 | Q4 2021 | 7 |
Advisors Preferred, LLC | 5 | 1 | 0.20% | 1.99% | 5.24% | Q4 2013 | Q4 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q4 2014 | 7 |
1607 Capital Partners, LLC | 6 | 1 | 0.15% | 0.48% | 0.94% | Q4 2019 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q4 2014 | 7 |
9258 Wealth Management, LLC | 6 | 1 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.01% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.59% | 0.90% | 1.42% | Q4 2021 | Q2 2023 | 7 |
Private Vista, LLC | 7 | 7 | 0.08% | 0.11% | 0.20% | Q4 2018 | Q2 2020 | 7 |
DOWLING & YAHNKE LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 7 |
Warren Street Wealth Advisors, LLC | 7 | 7 | 0.18% | 0.25% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.23% | 0.24% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Symphony Financial, Ltd. Co. | 5 | 2 | 0.08% | 0.17% | 0.42% | Q3 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Claro Advisors LLC | 5 | 1 | 0.06% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.03% | 0.18% | 0.70% | Q2 2013 | Q3 2020 | 7 |
First Citizens Financial Corp | 5 | 2 | 0.16% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 7 |
NorthCoast Asset Management LLC | 6 | 1 | 0.18% | 0.79% | 1.29% | Q4 2018 | Q3 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.10% | 0.26% | 0.42% | Q1 2022 | Q3 2023 | 7 |
BFSG, LLC | 7 | 7 | 0.21% | 0.27% | 0.36% | Q1 2017 | Q3 2018 | 7 |
CTC Alternative Strategies, Ltd. | 7 | 7 | 0.20% | 0.83% | 1.52% | Q2 2013 | Q4 2014 | 7 |
RTD Financial Advisors, Inc. | 4 | 3 | 1.67% | 2.47% | 4.36% | Q4 2021 | Q3 2023 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.12% | 0.32% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Q3 Asset Management | 2 | 1 | 1.17% | 2.53% | 4.75% | Q1 2018 | Q4 2022 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 4.62% | 5.33% | 5.88% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, L.P. | 4 | 3 | 0.00% | 0.09% | 0.40% | Q2 2017 | Q3 2020 | 7 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 7 |
Sunburst Financial Group, LLC | 7 | 7 | 0.13% | 0.50% | 0.98% | Q4 2021 | Q2 2023 | 7 |
Spruce Investment Advisors LLC | 7 | 7 | 0.34% | 7.57% | 16.29% | Q1 2016 | Q3 2017 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 1.27% | 1.72% | 2.22% | Q4 2015 | Q2 2017 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.48% | 0.63% | 0.77% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.49% | 2.26% | Q4 2020 | Q3 2023 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.40% | 1.75% | 2.26% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.28% | 0.41% | 0.55% | Q1 2020 | Q3 2021 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.12% | 1.27% | 1.97% | Q1 2022 | Q3 2023 | 7 |
ESG Planning | 7 | 7 | 0.70% | 9.60% | 18.90% | Q1 2022 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 7 |
Round Table Services, LLC | 4 | 1 | 0.04% | 0.18% | 0.94% | Q3 2015 | Q2 2022 | 7 |
Rede Wealth, LLC | 7 | 7 | 0.22% | 0.26% | 0.29% | Q1 2021 | Q3 2022 | 7 |
HawsGoodwin Investment Management LLC | 7 | 7 | 0.00% | 2.33% | 6.72% | Q4 2019 | Q2 2021 | 7 |
Melone Private Wealth, LLC | 7 | 7 | 0.23% | 0.41% | 1.08% | Q4 2021 | Q2 2023 | 7 |
Menard Financial Group LLC | 7 | 7 | 0.31% | 4.89% | 16.06% | Q4 2019 | Q2 2021 | 7 |
Hanlon Investment Management, Inc. | 6 | 1 | 0.28% | 1.80% | 9.72% | Q3 2015 | Q2 2020 | 7 |
Pure Financial Advisors, LLC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q4 2023 | 7 |
ACT Advisors, LLC. | 6 | 1 | 0.32% | 1.65% | 9.22% | Q4 2020 | Q4 2022 | 7 |
Affiance Financial, LLC | 4 | 3 | 0.00% | 0.12% | 0.53% | Q4 2019 | Q2 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Bowie Capital Management, LLC | 7 | 7 | 0.09% | 0.15% | 0.40% | Q1 2020 | Q3 2021 | 7 |
DERBY & COMPANY, INC | 7 | 7 | 0.64% | 0.74% | 0.86% | Q1 2020 | Q3 2021 | 7 |
Ullmann Wealth Partners Group, LLC | 6 | 1 | 0.09% | 0.17% | 0.33% | Q3 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.07% | 0.54% | 0.96% | Q4 2021 | Q3 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.58% | 0.90% | 1.19% | Q1 2022 | Q3 2023 | 7 |
Stone House Investment Management, LLC | 7 | 7 | 0.08% | 0.50% | 1.01% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.14% | 0.57% | 0.94% | Q1 2021 | Q4 2022 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Compass Ion Advisors, LLC | 6 | 1 | 0.08% | 0.41% | 0.68% | Q3 2020 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 0.16% | 0.62% | 1.01% | Q4 2021 | Q3 2023 | 7 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q2 2019 | 7 |
Edgewood Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Connecticut Wealth Management, LLC | 6 | 1 | 0.12% | 0.41% | 0.68% | Q4 2018 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.12% | 0.38% | Q4 2017 | Q3 2023 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 1 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 7 | 0.19% | 0.25% | 0.29% | Q2 2017 | Q4 2018 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 1 | 0.17% | 7.91% | 17.04% | Q4 2014 | Q2 2021 | 6 |
First Financial Bank - Trust Division | 6 | 6 | 0.98% | 1.66% | 2.00% | Q3 2022 | Q4 2023 | 6 |
WealthStone, Inc. | 4 | 2 | 0.50% | 9.46% | 14.91% | Q2 2019 | Q1 2021 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q1 2019 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 3.06% | 4.85% | 8.05% | Q4 2021 | Q1 2023 | 6 |
Northland Capital Management LLC | 6 | 6 | 0.16% | 0.19% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Compass Advisory Group LLC | 6 | 6 | 0.59% | 0.74% | 1.21% | Q4 2020 | Q1 2022 | 6 |
Legacy Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 1.60% | 2.11% | 2.41% | Q2 2022 | Q3 2023 | 6 |
Three Bridge Wealth Advisors, LLC | 4 | 2 | 0.07% | 0.13% | 0.23% | Q1 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.10% | 0.24% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Sanctuary Wealth Management, L.L.C. | 6 | 6 | 0.45% | 0.54% | 0.60% | Q3 2020 | Q4 2021 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 1.49% | 1.90% | 2.33% | Q2 2022 | Q3 2023 | 6 |
MFA WEALTH ADVISORS, LLC | 5 | 1 | 0.03% | 0.22% | 0.31% | Q4 2017 | Q2 2020 | 6 |
CONNABLE OFFICE INC | 2 | 1 | 0.04% | 0.18% | 0.62% | Q1 2016 | Q2 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 2.46% | 3.62% | 4.14% | Q2 2022 | Q3 2023 | 6 |
Secrest Blakey & Associates, LLC | 6 | 6 | 0.23% | 0.41% | 0.48% | Q2 2018 | Q3 2019 | 6 |
Liberty Capital Management, Inc. | 5 | 1 | 0.28% | 0.68% | 1.30% | Q2 2020 | Q4 2021 | 6 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
New Potomac Partners, LLC | 6 | 6 | 0.22% | 0.88% | 2.36% | Q2 2022 | Q3 2023 | 6 |
Range Financial Group LLC | 3 | 3 | 0.22% | 0.25% | 0.29% | Q1 2021 | Q3 2022 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.77% | 3.50% | 4.87% | Q2 2022 | Q3 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.96% | 1.11% | 1.45% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.18% | 0.40% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.13% | 0.39% | Q2 2014 | Q2 2022 | 6 |
FIRST FOUNDATION ADVISORS | 4 | 2 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 6 |
Strategic Equity Management | 3 | 1 | 1.57% | 2.39% | 4.20% | Q4 2021 | Q3 2023 | 6 |
MorganRosel Wealth Management, LLC | 6 | 6 | 0.17% | 0.41% | 0.61% | Q2 2022 | Q3 2023 | 6 |
SECURITY NATIONAL TRUST CO | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2021 | 6 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2022 | 6 |
Meiji Yasuda Life Insurance Co | 6 | 6 | 0.78% | 0.86% | 0.91% | Q4 2020 | Q1 2022 | 6 |
Horiko Capital Management LLC | 6 | 6 | 1.07% | 1.39% | 1.98% | Q4 2018 | Q1 2020 | 6 |
D'Orazio & Associates, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.06% | 0.64% | 0.98% | Q2 2019 | Q3 2020 | 6 |
Apexium Financial, LP | 6 | 6 | 0.23% | 0.45% | 0.96% | Q2 2022 | Q3 2023 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
IFS Advisors, LLC | 6 | 6 | 0.01% | 1.00% | 1.30% | Q4 2020 | Q1 2022 | 6 |
MONECO Advisors, LLC | 5 | 1 | 0.06% | 0.20% | 0.35% | Q3 2021 | Q1 2023 | 6 |
MONETARY MANAGEMENT GROUP INC | 4 | 2 | 0.04% | 0.12% | 0.17% | Q4 2017 | Q3 2023 | 6 |
Voit & Company, LLC | 6 | 6 | 0.46% | 0.54% | 0.69% | Q4 2018 | Q1 2020 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 6 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.00% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 6 |
Advisor OS, LLC | 6 | 6 | 0.13% | 0.39% | 1.14% | Q2 2022 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.03% | 0.07% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Lake Point Wealth Management | 4 | 2 | 0.00% | 0.05% | 0.21% | Q4 2019 | Q1 2022 | 6 |
Arkos Global Advisors | 5 | 1 | 0.12% | 8.78% | 14.80% | Q3 2020 | Q3 2023 | 6 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q2 2023 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.30% | 0.36% | 0.44% | Q4 2018 | Q1 2020 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.24% | 0.90% | 1.21% | Q2 2020 | Q3 2021 | 6 |
S. R. Schill & Associates | 6 | 6 | 0.20% | 0.22% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Leonetti & Associates, LLC | 6 | 6 | 0.08% | 0.20% | 0.24% | Q3 2013 | Q4 2014 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Savior LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q1 2020 | Q2 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Family Firm, Inc. | 5 | 1 | 0.05% | 0.10% | 0.12% | Q4 2014 | Q4 2021 | 6 |
Tidal Investments LLC | 5 | 1 | 0.01% | 0.15% | 0.28% | Q2 2019 | Q1 2022 | 6 |
ADVISOR PARTNERS LLC | 6 | 6 | 0.08% | 0.15% | 0.23% | Q1 2021 | Q2 2022 | 6 |
Capstone Financial Advisors, Inc. | 6 | 6 | 0.05% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Summit Place Financial Advisors, LLC | 6 | 6 | 0.22% | 1.00% | 1.94% | Q1 2021 | Q2 2022 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.29% | 0.53% | 0.94% | Q4 2020 | Q1 2022 | 6 |
LWS Wealth Advisors, Inc. | 4 | 1 | 0.03% | 0.38% | 0.85% | Q4 2019 | Q3 2023 | 6 |
Peachtree Investment Advisors, Inc. | 4 | 2 | 0.09% | 0.12% | 0.14% | Q4 2013 | Q2 2015 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 6 | 6 | 0.07% | 0.17% | 0.26% | Q1 2021 | Q2 2022 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 0.13% | 0.72% | 1.14% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q1 2017 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.02% | 0.05% | 0.18% | Q2 2022 | Q3 2023 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q4 2014 | 6 |
Lloyd Advisory Services, LLC. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 6 |
UNITED BANK, INC. | 6 | 6 | 0.14% | 0.16% | 0.22% | Q4 2013 | Q1 2015 | 6 |
Foster Group, Inc. | 6 | 6 | 5.63% | 6.51% | 7.92% | Q2 2022 | Q3 2023 | 6 |
MAS Advisors LLC | 6 | 6 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q1 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.42% | 1.16% | 1.74% | Q4 2021 | Q1 2023 | 6 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Asio Capital, LLC | 6 | 6 | 0.28% | 4.97% | 7.63% | Q2 2022 | Q3 2023 | 6 |
Goodwin Investment Advisory | 6 | 6 | 0.00% | 0.52% | 2.25% | Q4 2020 | Q1 2022 | 6 |
Aprio Wealth Management, LLC | 3 | 3 | 0.09% | 0.14% | 0.23% | Q2 2020 | Q4 2021 | 6 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 6 | 6 | 0.66% | 0.79% | 0.95% | Q3 2021 | Q4 2022 | 6 |
Pallas Capital Advisors LLC | 5 | 1 | 0.03% | 0.68% | 1.11% | Q2 2021 | Q3 2023 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q4 2021 | 6 |
Fi3 FINANCIAL ADVISORS, LLC | 6 | 6 | 0.26% | 0.60% | 1.95% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
ForthRight Wealth Management, LLC | 6 | 6 | 1.09% | 3.45% | 7.19% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Thrive Wealth Management, LLC | 6 | 6 | 0.24% | 1.40% | 3.89% | Q4 2021 | Q1 2023 | 6 |
Newport Capital Group, LLC | 6 | 6 | 3.85% | 4.01% | 4.19% | Q4 2020 | Q1 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 3 | 1 | 0.01% | 0.19% | 0.45% | Q3 2021 | Q3 2023 | 6 |
Waypoint Wealth Partners Inc. | 6 | 6 | 0.15% | 0.22% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q1 2023 | 6 |
MBL Wealth, LLC | 4 | 2 | 0.08% | 0.27% | 0.52% | Q4 2020 | Q4 2022 | 6 |
Source Financial Advisors LLC | 6 | 6 | 2.37% | 3.73% | 4.94% | Q4 2020 | Q1 2022 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.05% | 0.19% | 0.77% | Q4 2018 | Q1 2020 | 6 |
LifePro Asset Management | 5 | 5 | 2.44% | 3.63% | 4.68% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2022 | 5 |
WCG Wealth Advisors LLC | 3 | 2 | 0.06% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Westshore Wealth, LLC | 3 | 2 | 0.18% | 0.49% | 1.30% | Q1 2022 | Q2 2023 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 0.06% | 0.17% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.03% | 0.20% | 0.54% | Q3 2021 | Q3 2022 | 5 |
First Command Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.46% | 0.99% | 1.20% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 5 |
Lion Street Advisors, LLC | 3 | 1 | 0.10% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.07% | 0.20% | 0.26% | Q3 2021 | Q3 2022 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Hurlow Wealth Management Group, Inc. | 5 | 5 | 0.40% | 0.42% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Huber Financial Advisors, LLC | 5 | 5 | 0.11% | 0.23% | 0.37% | Q1 2019 | Q1 2020 | 5 |
Truadvice, LLC | 5 | 5 | 0.08% | 0.12% | 0.24% | Q3 2020 | Q3 2021 | 5 |
Lineweaver Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.20% | 0.34% | Q3 2020 | Q3 2021 | 5 |
CABANA LLC | 3 | 1 | 0.00% | 0.83% | 2.43% | Q4 2018 | Q2 2020 | 5 |
Windward Private Wealth Management Inc. | 5 | 5 | 0.23% | 0.35% | 0.40% | Q3 2022 | Q3 2023 | 5 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.09% | 0.74% | 1.19% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.28% | 0.38% | 0.50% | Q4 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q4 2022 | 5 |
BALASA DINVERNO & FOLTZ LLC | 3 | 2 | 0.16% | 1.67% | 2.78% | Q3 2018 | Q3 2022 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.09% | 0.20% | Q1 2020 | Q2 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.18% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
SUTTON PLACE INVESTORS LLC | 4 | 1 | 0.42% | 0.63% | 0.92% | Q4 2021 | Q3 2023 | 5 |
Good Harbor Financial, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2015 | 5 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.50% | 0.89% | 1.26% | Q3 2021 | Q1 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q1 2022 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 4.06% | 6.13% | 7.24% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 1.06% | 1.44% | 1.66% | Q3 2022 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Bedel Financial Consulting, Inc. | 3 | 1 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q1 2022 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2023 | 5 |
Level Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Accredited Investors Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2017 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.12% | 0.17% | 0.27% | Q4 2021 | Q4 2022 | 5 |
RONALD BLUE & CO LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q4 2016 | 5 |
MARSHALL WACE, LLP | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.12% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.08% | 0.18% | 0.28% | Q2 2021 | Q1 2023 | 5 |
Calamos Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Sharkey, Howes & Javer | 5 | 5 | 0.33% | 1.17% | 3.36% | Q3 2022 | Q3 2023 | 5 |
American Financial Network Advisory Services LLC | 3 | 2 | 0.11% | 0.16% | 0.22% | Q3 2017 | Q2 2019 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.10% | 0.18% | 0.44% | Q4 2018 | Q3 2023 | 5 |
Hills Bank & Trust Co | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Boyd Wealth Management, LLC | 4 | 1 | 0.16% | 0.86% | 1.51% | Q4 2021 | Q3 2023 | 5 |
Paragon Wealth Strategies, LLC | 5 | 5 | 0.07% | 0.34% | 1.01% | Q4 2022 | Q4 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 1.75% | 1.92% | 2.39% | Q4 2022 | Q4 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.12% | 0.16% | 0.29% | Q2 2018 | Q2 2019 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 5 |
CMH Wealth Management LLC | 3 | 2 | 0.13% | 0.19% | 0.22% | Q4 2016 | Q4 2018 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2020 | 5 |
CERTUITY, LLC | 5 | 5 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q4 2020 | 5 |
Smallwood Wealth Investment Management, LLC | 5 | 5 | 3.26% | 3.41% | 3.67% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 4 | 1 | 0.00% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q1 2016 | 5 |
NewFocus Financial Group, LLC | 4 | 1 | 0.16% | 1.17% | 1.52% | Q4 2018 | Q4 2020 | 5 |
Demars Financial Group, LLC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Red Cedar Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Hofer & Associates. Inc | 3 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Evergreen Advisors, LLC | 5 | 5 | 1.08% | 1.40% | 1.79% | Q4 2018 | Q4 2019 | 5 |
G&S Capital LLC | 5 | 5 | 0.20% | 1.11% | 2.58% | Q3 2020 | Q3 2021 | 5 |
Sage Financial Management Group, Inc. | 4 | 1 | 0.60% | 2.39% | 5.30% | Q2 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 5 |
NVWM, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 3 | 2 | 0.26% | 0.77% | 1.11% | Q4 2021 | Q3 2023 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Brand Asset Management Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.11% | Q1 2020 | Q1 2021 | 5 |
RAND WEALTH, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q3 2018 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 2 | 1 | 3.28% | 4.46% | 5.62% | Q2 2019 | Q4 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.50% | 0.63% | 0.91% | Q4 2018 | Q4 2019 | 5 |
Rotella Capital Management, Inc. | 5 | 5 | 0.48% | 1.39% | 2.89% | Q4 2013 | Q4 2014 | 5 |
Johnson Financial Group, LLC | 4 | 1 | 0.26% | 0.73% | 2.45% | Q4 2017 | Q3 2021 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.07% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q1 2019 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 0.27% | 0.44% | 0.53% | Q1 2021 | Q1 2022 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
HB Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.09% | 0.26% | 0.84% | Q1 2019 | Q1 2020 | 5 |
RFG HOLDINGS, INC. | 5 | 5 | 2.05% | 3.32% | 6.55% | Q4 2020 | Q4 2021 | 5 |
Parkside Investments, LLC | 5 | 5 | 2.96% | 3.34% | 3.61% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.31% | 1.82% | 2.02% | Q4 2013 | Q4 2014 | 5 |
Patriot Wealth Management, Inc. | 5 | 5 | 0.32% | 0.40% | 0.50% | Q4 2017 | Q4 2018 | 5 |
Integrity Financial Corp /WA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
New World Advisors LLC | 3 | 2 | 0.19% | 1.42% | 3.86% | Q3 2020 | Q4 2021 | 5 |
ST GERMAIN D J CO INC | 3 | 1 | 0.02% | 0.52% | 1.56% | Q1 2020 | Q4 2023 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 1.37% | 1.60% | 1.74% | Q2 2013 | Q2 2014 | 5 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.05% | 0.14% | Q4 2017 | Q1 2023 | 5 |
BLACKROCK ADVISORS LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 5 |
Concert Wealth Management Inc. | 2 | 1 | 0.03% | 0.09% | 0.23% | Q4 2014 | Q2 2017 | 5 |
REIK & CO., LLC | 5 | 5 | 0.26% | 0.33% | 0.38% | Q1 2021 | Q1 2022 | 5 |
Topel & Distasi Wealth Management, LLC | 5 | 5 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Omega Financial Group, LLC | 5 | 5 | 0.65% | 0.86% | 1.01% | Q4 2020 | Q4 2021 | 5 |
OneAscent Wealth Management LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q2 2022 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.24% | 0.26% | 0.31% | Q3 2018 | Q3 2019 | 5 |
PEAVINE CAPITAL, LLC | 5 | 5 | 0.92% | 2.98% | 3.70% | Q4 2013 | Q4 2014 | 5 |
Fluent Financial, LLC | 4 | 4 | 0.51% | 0.69% | 1.15% | Q4 2017 | Q3 2018 | 4 |
Centiva Capital, LP | 2 | 1 | 0.04% | 1.77% | 5.46% | Q3 2020 | Q3 2023 | 4 |
OARSMAN CAPITAL, INC. | 2 | 1 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 4 |
Cadence Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.66% | 1.08% | 1.57% | Q4 2019 | Q3 2022 | 4 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 1.96% | 2.70% | 3.53% | Q4 2022 | Q3 2023 | 4 |
NEWGATE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.05% | 0.11% | 0.14% | Q3 2013 | Q2 2014 | 4 |
Fermata Advisors, LLC | 3 | 1 | 0.07% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 3.19% | 4.96% | 5.76% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 4 |
Granby Capital Management, LLC | 4 | 4 | 4.37% | 5.48% | 6.13% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 3.35% | 3.57% | 3.78% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.05% | 0.12% | Q3 2022 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 2.69% | 4.05% | 7.58% | Q4 2022 | Q3 2023 | 4 |
Mosaic Advisors LLC | 4 | 4 | 11.66% | 12.82% | 13.84% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.00% | 2.18% | 2.39% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 3.45% | 3.87% | 4.48% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 1.03% | 1.17% | 1.42% | Q4 2022 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.13% | 0.27% | 0.36% | Q2 2021 | Q1 2022 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.98% | 2.01% | 2.03% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 0.30% | 0.45% | 0.52% | Q4 2022 | Q3 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.08% | 0.22% | 0.56% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.09% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.15% | 0.46% | 1.22% | Q3 2022 | Q2 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.33% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.16% | 0.65% | 1.55% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.60% | 1.11% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 3.54% | 4.96% | 7.33% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.83% | 1.07% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.47% | 0.83% | 1.66% | Q4 2017 | Q3 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Whitcomb & Hess, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ACT WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Family Management Corp | 4 | 4 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Iron Horse Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.91% | 1.70% | 2.36% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.53% | 0.54% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Epstein & White Financial LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.32% | 0.40% | Q4 2021 | Q3 2022 | 4 |
Hanson & Doremus Investment Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 4 |
TimeScale Financial, Inc. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Rainsberger Wealth Advisors, Inc. | 4 | 4 | 1.10% | 1.25% | 1.43% | Q4 2021 | Q3 2022 | 4 |
Clifford Group, LLC | 4 | 4 | 4.04% | 4.39% | 4.54% | Q4 2022 | Q3 2023 | 4 |
PACES FERRY WEALTH ADVISORS, LLC | 4 | 4 | 0.20% | 0.61% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.03% | 0.74% | 1.71% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.08% | 0.20% | Q4 2014 | Q1 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
ENTRUST GLOBAL PARTNERS L L C | 4 | 4 | 3.95% | 5.41% | 7.03% | Q4 2021 | Q3 2022 | 4 |
Leucadia National | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
OKABENA INVESTMENT SERVICES INC | 4 | 4 | 0.35% | 0.89% | 2.48% | Q4 2022 | Q3 2023 | 4 |
MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2015 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.64% | 0.85% | 1.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.32% | 0.59% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
My Personal CFO, LLC | 4 | 4 | 0.17% | 0.21% | 0.31% | Q3 2022 | Q2 2023 | 4 |
Hedeker Wealth, LLC | 1 | 1 | 0.03% | 0.07% | 0.18% | Q4 2014 | Q3 2016 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.19% | 0.63% | 1.10% | Q4 2022 | Q3 2023 | 4 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.09% | 0.18% | 0.26% | Q3 2022 | Q3 2023 | 4 |
Guidance Point Advisors, LLC | 3 | 1 | 0.05% | 0.18% | 0.26% | Q4 2019 | Q3 2021 | 4 |
Harbor Group, Inc. | 4 | 4 | 0.41% | 0.95% | 2.48% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.12% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Seascape Capital Management | 4 | 4 | 0.82% | 0.89% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.84% | 1.47% | Q2 2017 | Q2 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 2.17% | 2.27% | 2.42% | Q4 2021 | Q3 2022 | 4 |
Sepio Capital, LP | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Counsel, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.32% | 0.33% | 0.36% | Q4 2018 | Q3 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 3.13% | 3.34% | 3.45% | Q4 2017 | Q3 2018 | 4 |
Jordan Park Group LLC | 3 | 1 | 0.02% | 0.11% | 0.35% | Q2 2019 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Willow Creek Wealth Management Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pillar Wealth Advisors, LLC | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.28% | 0.42% | 0.65% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.22% | 0.29% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Joseph Group Capital Management | 4 | 4 | 3.07% | 3.93% | 4.72% | Q4 2022 | Q3 2023 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q4 2021 | 4 |
Econ Financial Services Corp | 4 | 4 | 0.78% | 1.29% | 1.50% | Q4 2021 | Q3 2022 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.06% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q1 2022 | Q4 2022 | 4 |
FINANCIAL CONSULATE, INC | 4 | 4 | 0.34% | 0.47% | 0.57% | Q4 2014 | Q3 2015 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.11% | 0.14% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.38% | 0.51% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Frontier Asset Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.05% | 0.09% | 0.21% | Q4 2015 | Q1 2018 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.63% | 0.66% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.09% | 0.29% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2022 | 4 |
tru Independence LLC | 2 | 1 | 0.02% | 0.49% | 0.98% | Q4 2019 | Q2 2021 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.62% | 1.88% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.01% | 0.03% | 0.09% | Q4 2022 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 1.64% | 1.93% | 2.47% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.85% | 0.89% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.16% | 0.22% | 0.31% | Q1 2016 | Q4 2016 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Peak Financial Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 1.94% | 2.08% | 2.36% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.07% | 0.11% | 0.21% | Q1 2021 | Q4 2022 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.20% | 0.28% | 0.46% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 3.44% | 3.97% | 4.82% | Q4 2022 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 1.37% | 1.47% | 1.55% | Q4 2017 | Q3 2018 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.03% | 1.91% | 7.55% | Q4 2015 | Q4 2017 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 5.83% | 5.97% | 6.05% | Q4 2022 | Q3 2023 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.52% | 0.74% | Q2 2021 | Q3 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.22% | 0.58% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Watermark Asset Management, Inc. | 3 | 1 | 0.04% | 0.07% | 0.14% | Q1 2017 | Q4 2018 | 4 |
Parker Investment Management, LLC | 4 | 4 | 0.05% | 0.12% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Towerpoint Wealth, LLC | 4 | 4 | 0.52% | 0.58% | 0.62% | Q4 2021 | Q3 2022 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.30% | 0.74% | Q4 2019 | Q4 2020 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.38% | 0.67% | 0.82% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 1.32% | 2.06% | 2.92% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 4.85% | 5.07% | 5.28% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.13% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Requisite Capital Management, LLC | 4 | 4 | 0.27% | 2.38% | 4.70% | Q1 2020 | Q4 2020 | 4 |
Stairway Partners, LLC | 4 | 4 | 1.55% | 1.70% | 1.93% | Q1 2023 | Q4 2023 | 4 |
Independent Wealth Network Inc. | 3 | 1 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.29% | 1.04% | Q4 2021 | Q3 2023 | 4 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.10% | 0.19% | Q3 2019 | Q3 2021 | 4 |
Tanglewood Wealth Management, Inc. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2016 | Q3 2017 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.41% | 0.96% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.82% | 0.87% | 0.96% | Q4 2018 | Q3 2019 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 1.24% | 1.38% | 1.52% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 1.94% | 2.17% | 2.60% | Q4 2022 | Q3 2023 | 4 |
FIDUCIENT ADVISORS LLC | 3 | 1 | 0.04% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.20% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Transform Wealth, LLC | 3 | 1 | 0.03% | 0.18% | 0.60% | Q4 2021 | Q1 2023 | 4 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 4.23% | 4.61% | 5.13% | Q4 2022 | Q3 2023 | 4 |
Diversified, LLC | 4 | 4 | 0.08% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.13% | 0.17% | 0.28% | Q4 2022 | Q3 2023 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.18% | 0.22% | 0.33% | Q4 2022 | Q3 2023 | 4 |
NewDay Solutions, LLC | 3 | 1 | 0.55% | 0.68% | 0.76% | Q4 2018 | Q4 2019 | 4 |
Arbor Investment Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q1 2021 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.81% | 0.90% | 0.95% | Q4 2021 | Q3 2022 | 4 |
IMPACTfolio, LLC | 4 | 4 | 0.25% | 1.56% | 4.75% | Q4 2021 | Q3 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Ironwood Investment Counsel, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.05% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Dakota Community Bank & Trust NA | 4 | 4 | 0.61% | 1.04% | 1.28% | Q3 2022 | Q2 2023 | 4 |
Horan Capital Advisors, LLC. | 3 | 1 | 0.17% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 4 |
New Vernon Capital Holdings II LLC | 3 | 1 | 1.71% | 4.17% | 6.80% | Q2 2020 | Q1 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.35% | 0.50% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.57% | 0.60% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Rather & Kittrell, Inc. | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2018 | Q3 2019 | 4 |
BBR PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.66% | 0.88% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q3 2015 | Q3 2016 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 1 | 0.10% | 0.35% | 0.55% | Q3 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.01% | 0.18% | 0.68% | Q1 2018 | Q1 2019 | 4 |
Breakwater Capital Group | 4 | 4 | 1.01% | 1.38% | 1.70% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Conservest Capital Advisors, Inc. | 3 | 1 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 3 | 3 | 0.28% | 1.29% | 1.84% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.06% | 0.99% | 2.11% | Q3 2015 | Q4 2020 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
AT Bancorp | 3 | 3 | 0.10% | 0.11% | 0.13% | Q2 2014 | Q4 2014 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Spectrum Financial Alliance Ltd LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.15% | 0.28% | 0.35% | Q4 2016 | Q2 2017 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brouwer & Janachowski, LLC | 3 | 3 | 0.11% | 0.15% | 0.22% | Q1 2016 | Q3 2016 | 3 |
Sageworth Trust Co | 3 | 3 | 2.10% | 2.64% | 3.20% | Q2 2013 | Q4 2013 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wildcat Capital Management, LLC | 3 | 3 | 1.44% | 1.85% | 2.13% | Q2 2019 | Q4 2019 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Friedenthal Financial | 2 | 1 | 3.02% | 3.51% | 4.42% | Q4 2014 | Q2 2016 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 2.09% | 2.29% | 2.40% | Q1 2016 | Q3 2016 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.22% | 0.23% | 0.24% | Q4 2013 | Q2 2014 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.09% | 0.29% | 0.39% | Q2 2018 | Q4 2018 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.27% | 0.59% | 0.91% | Q4 2021 | Q1 2023 | 3 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 3 |
Apriem Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 3 |
Concorde Asset Management, LLC | 2 | 1 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q4 2014 | Q2 2015 | 3 |
Price Capital Management, Inc. | 2 | 1 | 5.22% | 22.54% | 51.14% | Q4 2015 | Q3 2019 | 3 |
Zions Bancorporation | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Prostatis Group LLC | 2 | 1 | 0.02% | 0.19% | 0.31% | Q4 2019 | Q2 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2015 | Q2 2016 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 1.10% | 1.14% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.08% | 0.11% | 0.18% | Q1 2015 | Q3 2015 | 3 |
Mascoma Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BOK Financial Private Wealth, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 3 |
Ridgewood Investments LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2023 | 3 |
Cordatus Wealth Management LLC | 2 | 1 | 0.10% | 0.18% | 0.26% | Q1 2021 | Q1 2022 | 3 |
DeDora Capital, Inc. | 2 | 1 | 0.01% | 0.08% | 0.11% | Q4 2019 | Q4 2022 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Madison Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q4 2020 | 3 |
AAF Wealth Management, LLC | 2 | 1 | 0.13% | 0.31% | 0.68% | Q2 2022 | Q2 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Holistic Financial Partners | 2 | 1 | 0.01% | 0.18% | 0.54% | Q4 2017 | Q1 2019 | 3 |
THOMASPARTNERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 3 |
Certified Advisory Corp | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.04% | 0.15% | 0.21% | Q1 2013 | Q3 2013 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.03% | 0.26% | 0.73% | Q2 2019 | Q1 2020 | 3 |
B&D White Capital Company, LLC | 2 | 1 | 0.62% | 2.63% | 5.53% | Q4 2020 | Q2 2022 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Advisors / MI | 2 | 1 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.50% | 0.54% | 0.60% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.38% | 0.43% | 0.52% | Q4 2019 | Q4 2021 | 3 |
AMI INVESTMENT MANAGEMENT INC | 2 | 1 | 0.32% | 0.33% | 0.35% | Q2 2013 | Q1 2014 | 3 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Charles Schwab Trust Co | 1 | 1 | 0.04% | 0.20% | 0.45% | Q3 2020 | Q3 2023 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Silicon Hills Wealth Management, LLC | 2 | 1 | 0.15% | 0.28% | 0.39% | Q4 2019 | Q1 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Great Diamond Partners, LLC | 2 | 1 | 0.09% | 0.24% | 0.31% | Q2 2022 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.37% | 1.53% | 1.63% | Q4 2019 | Q2 2020 | 3 |
Tatro Capital, LLC | 3 | 3 | 0.19% | 0.29% | 0.36% | Q1 2021 | Q3 2021 | 3 |
QP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.33% | 0.73% | 1.17% | Q4 2022 | Q2 2023 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Trinity Financial Advisors LLC | 2 | 1 | 0.15% | 5.19% | 13.76% | Q2 2022 | Q2 2023 | 3 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.48% | 1.39% | Q4 2021 | Q3 2023 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 2.75% | 4.35% | 5.25% | Q4 2019 | Q2 2020 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.05% | 0.13% | 0.17% | Q4 2021 | Q1 2023 | 3 |
Tri-Star Advisors Inc. | 2 | 1 | 0.12% | 0.22% | 0.43% | Q2 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 3 |
HARBOR ADVISORY CORP /MA/ | 3 | 3 | 0.50% | 0.54% | 0.58% | Q1 2021 | Q3 2021 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Octavia Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Financial Planning & Information Services, Inc. | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.03% | 0.07% | 0.14% | Q2 2022 | Q4 2022 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.40% | 0.47% | 0.56% | Q1 2023 | Q3 2023 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 0.26% | 0.77% | 1.03% | Q4 2020 | Q2 2021 | 3 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.02% | 1.18% | 2.61% | Q4 2020 | Q3 2021 | 3 |
Sovereign Financial Group, Inc. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Palumbo Wealth Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CV Advisors LLC | 3 | 3 | 0.35% | 0.60% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Tenret Co LLC | 3 | 3 | 4.72% | 4.86% | 5.04% | Q1 2022 | Q3 2022 | 3 |
PENOBSCOT WEALTH MANAGEMENT | 3 | 3 | 0.28% | 0.33% | 0.40% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.28% | 0.42% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.30% | 0.58% | Q4 2021 | Q3 2022 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.43% | 0.47% | 0.50% | Q1 2022 | Q3 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.16% | 0.21% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Confluence Wealth Services, Inc. | 2 | 1 | 0.03% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 2.22% | 2.81% | 3.20% | Q4 2021 | Q2 2022 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.82% | 4.18% | 4.56% | Q4 2021 | Q2 2022 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Essential Planning, LLC. | 3 | 3 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q2 2023 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.01% | 23.08% | 48.36% | Q4 2017 | Q2 2022 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.15% | 0.25% | 0.32% | Q1 2023 | Q3 2023 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 6.38% | 6.56% | 6.74% | Q1 2023 | Q3 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 1.92% | 2.08% | 2.26% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.48% | 0.65% | 0.79% | Q4 2022 | Q2 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.70% | 0.73% | 0.78% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 3.96% | 4.23% | 4.63% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.00% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.09% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.20% | 1.38% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Rockwood Wealth Management, LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.85% | 1.03% | 1.32% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 2 | 1 | 0.21% | 0.27% | 0.35% | Q2 2016 | Q3 2023 | 3 |
Ally Financial Inc. | 3 | 3 | 5.20% | 8.36% | 10.01% | Q1 2015 | Q3 2015 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MACKAY SHIELDS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 0.29% | 0.83% | 1.52% | Q1 2019 | Q4 2019 | 3 |
WEALTH MANAGEMENT RESOURCES, INC. | 2 | 1 | 0.15% | 0.51% | 1.13% | Q4 2021 | Q3 2023 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
EAGLE ASSET MANAGEMENT INC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q3 2013 | Q1 2016 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 3 |
Karpus Management, Inc. | 2 | 1 | 0.03% | 0.18% | 0.37% | Q2 2013 | Q3 2022 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.13% | 0.21% | 0.25% | Q3 2021 | Q1 2022 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
BALDWIN BROTHERS LLC/MA | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.36% | 1.06% | 1.45% | Q4 2021 | Q2 2022 | 3 |
Tower Research Capital LLC (TRC) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.26% | 0.26% | 0.27% | Q1 2016 | Q3 2016 | 3 |
Bluefin Trading, LLC | 2 | 2 | 0.14% | 0.19% | 0.25% | Q3 2013 | Q4 2013 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q4 2021 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.10% | 0.16% | 0.24% | Q3 2020 | Q4 2020 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.33% | 0.52% | 0.72% | Q4 2021 | Q1 2022 | 2 |
Howard Capital Management Inc. | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Price Wealth, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.28% | 0.29% | 0.31% | Q1 2020 | Q2 2020 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q1 2023 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 2 |
AllGen Financial Advisors, Inc. | 2 | 2 | 0.67% | 0.91% | 1.14% | Q2 2022 | Q3 2022 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cahill Wealth Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2022 | Q3 2022 | 2 |
XML SECURITIES, LLC | 2 | 2 | 2.28% | 2.33% | 2.38% | Q4 2017 | Q1 2018 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.02% | 0.34% | 0.67% | Q4 2021 | Q3 2023 | 2 |
Comprehensive Financial Management LLC | 2 | 2 | 0.04% | 0.50% | 0.96% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.28% | 0.43% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Portfolio Strategies Inc | 1 | 1 | 0.21% | 0.23% | 0.26% | Q4 2016 | Q2 2017 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.08% | 0.15% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2013 | Q4 2013 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 1.07% | 1.30% | 1.54% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.35% | 0.43% | 0.52% | Q4 2018 | Q1 2019 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.06% | 0.76% | 1.45% | Q3 2022 | Q4 2022 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Hugh Johnson Advisors LLC | 2 | 2 | 0.62% | 0.63% | 0.64% | Q1 2019 | Q2 2019 | 2 |
Northside Capital Management, LLC | 1 | 1 | 0.14% | 0.32% | 0.50% | Q3 2019 | Q2 2020 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 1.16% | 1.61% | 2.06% | Q1 2020 | Q2 2020 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 0.20% | 0.64% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.11% | 0.17% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Busey Bank | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 2 |
Cutler Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2022 | Q3 2022 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.72% | 0.74% | 0.75% | Q3 2016 | Q4 2016 | 2 |
JSF Financial, LLC | 2 | 2 | 1.28% | 2.12% | 2.95% | Q3 2022 | Q4 2022 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 1.59% | 1.76% | 1.94% | Q4 2016 | Q1 2017 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Auour Investments LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2022 | Q4 2022 | 2 |
DDD Partners, LLC | 2 | 2 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q1 2018 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 3.35% | 3.42% | 3.49% | Q2 2023 | Q3 2023 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.10% | 0.40% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2023 | Q3 2023 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2013 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.17% | 0.21% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.73% | 0.73% | 0.74% | Q2 2023 | Q3 2023 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.75% | 0.76% | 0.76% | Q4 2018 | Q1 2019 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.24% | 0.58% | 0.92% | Q4 2013 | Q1 2014 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 2 |
MONOGRAPH WEALTH ADVISORS, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.29% | 0.36% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q3 2015 | Q4 2015 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q1 2017 | 2 |
KARLINSKI ANDREW C | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2017 | Q2 2017 | 2 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
Old North State Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 3.79% | 4.22% | 4.65% | Q2 2023 | Q3 2023 | 2 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 2 | 2.75% | 4.71% | 6.68% | Q2 2023 | Q3 2023 | 2 |
Benchmark Financial Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.48% | 1.97% | 3.45% | Q2 2023 | Q3 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.47% | 0.81% | 1.16% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 2 | 2 | 0.00% | 0.20% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Orcam Financial Group | 2 | 2 | 0.40% | 0.44% | 0.48% | Q4 2021 | Q1 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 6.26% | 6.29% | 6.32% | Q2 2023 | Q3 2023 | 2 |
MONARCH CAPITAL MANAGEMENT INC/ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.58% | 0.69% | 0.80% | Q4 2022 | Q1 2023 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.28% | 0.41% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Rain Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.25% | 0.32% | 0.40% | Q4 2021 | Q2 2022 | 2 |
GRANDFIELD & DODD, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Bridge Advisory, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 2 |
Arlington Financial Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
HEADINVEST, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.86% | 4.36% | 7.85% | Q1 2019 | Q2 2019 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.99% | 1.00% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Waterford Advisors, LLC | 2 | 2 | 4.15% | 4.41% | 4.68% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.14% | 0.25% | 0.35% | Q2 2016 | Q3 2016 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Five Oceans Advisors | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q3 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Curtis Advisory Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Oak Point Wealth Management | 2 | 2 | 2.17% | 2.20% | 2.23% | Q4 2017 | Q1 2018 | 2 |
Riverwater Partners LLC | 1 | 1 | 0.33% | 1.84% | 3.36% | Q4 2022 | Q4 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 11.86% | 11.97% | 12.07% | Q2 2023 | Q3 2023 | 2 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.46% | 0.68% | Q4 2021 | Q4 2022 | 2 |
Rye Brook Capital LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Holland Advisory Services, Inc. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 6.03% | 6.99% | 7.95% | Q4 2021 | Q1 2022 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2021 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Schubert & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Roth Financial Partners LLC | 2 | 2 | 0.69% | 1.41% | 2.13% | Q2 2022 | Q3 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.55% | 0.78% | 1.01% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 2.19% | 2.38% | 2.58% | Q3 2022 | Q4 2022 | 2 |
R. W. Roge & Company, Inc. | 2 | 2 | 0.53% | 0.53% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Callan Capital, LLC | 1 | 1 | 0.03% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 2 |
Navalign, LLC | 2 | 2 | 0.24% | 0.34% | 0.44% | Q3 2022 | Q4 2022 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2014 | Q2 2014 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
NovaPoint Capital, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2019 | Q1 2020 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 4.58% | 4.58% | 4.58% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Exchange Bank | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2015 | Q1 2015 | 1 |
Florence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Brightworth | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2014 | Q2 2014 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2016 | Q3 2016 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Manifold Partners, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2016 | Q3 2016 | 1 |
IBERIABANK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
True North Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CADENCE BANK NA | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2022 | Q3 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q2 2023 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
First Personal Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DESCHAINE & COMPANY, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2018 | Q3 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2023 | Q1 2023 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ECLECTIC ASSOCIATES INC /ADV | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2022 | Q4 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
First Fiduciary Investment Counsel, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Caprock Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Tufton Capital Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q1 2020 | Q1 2020 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aristides Capital LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Parkside Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2022 | Q4 2022 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Invst, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 6.49% | 6.49% | 6.49% | Q3 2023 | Q3 2023 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Wealth Dimensions Group, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Derbend Asset Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Daniels&Tansey,LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
Kensington Investment Counsel, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Council Asset Management Inc | 1 | 1 | 2.19% | 2.19% | 2.19% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2022 | Q2 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hoese & Co LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
REBALANCE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TAGStone Capital, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2022 | Q2 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Sculati Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 4.63% | 4.63% | 4.63% | Q3 2022 | Q3 2022 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
American Family Insurance Mutual Holding Co | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
Bowman & Co S.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 5.50% | 5.50% | 5.50% | Q4 2021 | Q4 2021 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SC&H Financial Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
UNIONVIEW, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q4 2020 | Q4 2020 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2019 | Q2 2019 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bell Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Pacific Edge Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Knuff & Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Opes Wealth Management LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2022 | Q2 2022 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Concorde Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lantz Financial LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2018 | Q4 2018 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2014 | Q1 2014 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
S&T BANK/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2013 | Q3 2013 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2023 | Q1 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Retireful, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2021 | Q2 2021 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2022 | Q1 2022 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
Titus Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CHAI TRUST CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2020 | Q1 2020 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Accuvest Global Advisors | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2013 | Q4 2013 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
WJ Interests, LLC | 1 | 1 | 8.90% | 8.90% | 8.90% | Q2 2022 | Q2 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Francis Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2022 | Q1 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CARL DOMINO INC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q2 2013 | Q2 2013 | 1 |
PFM Asset Management LLC | 1 | 1 | 9.51% | 9.51% | 9.51% | Q2 2020 | Q2 2020 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Mainsail Financial Group, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 7.58% | 7.58% | 7.58% | Q4 2022 | Q4 2022 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Arjuna Capital | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
STERLING INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2014 | Q3 2014 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Broadview Financial Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Silver Point Capital L.P. | 1 | 1 | 5.55% | 5.55% | 5.55% | Q1 2020 | Q1 2020 | 1 |
SOL Capital Management CO | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Alpha Financial Partners, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 8.04% | 8.04% | 8.04% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2019 | Q1 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SFMG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Main Street Research LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 4.94% | 4.94% | 4.94% | Q4 2019 | Q4 2019 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
AIFG Consultants Ltd. | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Asia Research & Capital Management Ltd | 1 | 1 | 95.68% | 95.68% | 95.68% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.