Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
Freedom Investment Management, Inc. | 43 | 43 | 0.05% | 0.37% | 0.72% | Q1 2013 | Q3 2023 | 43 |
Destination Wealth Management | 43 | 43 | 0.01% | 0.15% | 0.55% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.03% | 0.99% | 2.54% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.08% | 0.97% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.17% | 0.56% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.07% | 0.76% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.10% | 0.33% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.75% | 4.13% | Q3 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 40 | 40 | 0.00% | 0.14% | 0.53% | Q4 2013 | Q3 2023 | 40 |
ALESCO ADVISORS LLC | 40 | 40 | 0.04% | 0.14% | 0.39% | Q4 2013 | Q3 2023 | 40 |
Ifrah Financial Services, Inc. | 35 | 4 | 0.26% | 1.10% | 7.56% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 25 | 1 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 33 | 2 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 38 |
JANE STREET GROUP, LLC | 25 | 13 | 0.00% | 0.05% | 0.44% | Q1 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.02% | 0.29% | 0.82% | Q3 2014 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 24 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q1 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 1 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.05% | 0.17% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.43% | 4.26% | 10.76% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.48% | 1.63% | Q4 2013 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.88% | 2.45% | 5.21% | Q4 2014 | Q3 2023 | 36 |
HSBC HOLDINGS PLC | 18 | 1 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 35 |
Winfield Associates, Inc. | 34 | 34 | 0.13% | 0.51% | 1.80% | Q4 2013 | Q1 2022 | 34 |
KWMG, LLC | 34 | 34 | 0.16% | 1.09% | 1.61% | Q2 2015 | Q3 2023 | 34 |
Financial Management Professionals, Inc. | 22 | 3 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 34 |
Creative Planning | 16 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.01% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 33 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.07% | 0.30% | Q3 2014 | Q3 2023 | 33 |
WEDBUSH SECURITIES INC | 22 | 5 | 0.07% | 0.95% | 4.72% | Q3 2013 | Q3 2023 | 33 |
Rehmann Capital Advisory Group | 22 | 1 | 0.00% | 0.68% | 2.41% | Q1 2009 | Q3 2023 | 33 |
Cetera Advisors LLC | 25 | 8 | 0.01% | 0.17% | 0.95% | Q2 2015 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 32 |
Brinker Capital Investments, LLC | 30 | 2 | 0.00% | 0.06% | 1.68% | Q2 2013 | Q4 2022 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.14% | 0.56% | Q4 2015 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 32 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2009 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 1 | 0.00% | 0.08% | 0.92% | Q2 2013 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.11% | 0.76% | Q4 2015 | Q3 2023 | 31 |
MinichMacGregor Wealth Management, LLC | 14 | 4 | 2.77% | 5.47% | 11.58% | Q4 2015 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 26 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.86% | 14.49% | Q2 2013 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 27 | 2 | 0.00% | 0.01% | 0.13% | Q2 2015 | Q3 2023 | 29 |
Institute for Wealth Management, LLC. | 19 | 4 | 0.11% | 0.59% | 1.92% | Q2 2013 | Q3 2023 | 29 |
MEEDER ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 0.13% | 1.60% | Q4 2015 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.23% | 1.49% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 19 | 1 | 0.00% | 0.10% | 0.36% | Q4 2015 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
MUFG Americas Holdings Corp | 14 | 7 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q1 2021 | 28 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2023 | 28 |
Bank of New York Mellon Corp | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2023 | 28 |
FMR LLC | 23 | 4 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.09% | 0.37% | Q2 2013 | Q4 2019 | 27 |
DEUTSCHE BANK AG\ | 14 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 27 |
Sigma Planning Corp | 23 | 2 | 0.01% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 27 |
North Star Investment Management Corp. | 15 | 12 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 27 |
Voya Financial Advisors, Inc. | 22 | 1 | 0.06% | 0.57% | 1.60% | Q1 2015 | Q4 2022 | 27 |
Atria Investments, Inc | 14 | 1 | 0.02% | 0.34% | 1.26% | Q2 2013 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.01% | 0.25% | 0.75% | Q2 2017 | Q3 2023 | 26 |
Banco Santander, S.A. | 24 | 2 | 0.01% | 0.53% | 1.98% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.16% | 0.33% | Q2 2017 | Q3 2023 | 26 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.00% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.05% | 0.84% | 12.77% | Q2 2013 | Q3 2019 | 26 |
Alpha Cubed Investments, LLC | 24 | 2 | 0.03% | 0.24% | 0.64% | Q3 2016 | Q3 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 22 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 21 | 2 | 0.00% | 0.05% | 0.26% | Q1 2016 | Q3 2023 | 25 |
SHEPHERD KAPLAN KROCHUK, LLC | 25 | 25 | 0.18% | 1.23% | 5.10% | Q3 2017 | Q3 2023 | 25 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.17% | 1.72% | 2.97% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 9 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 24 |
AMERICAN ASSET MANAGEMENT INC. | 11 | 5 | 0.34% | 4.43% | 17.49% | Q2 2013 | Q4 2021 | 24 |
WOODMONT INVESTMENT COUNSEL LLC | 24 | 24 | 0.05% | 1.02% | 3.20% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 12 | 3 | 0.01% | 0.29% | 1.67% | Q3 2016 | Q1 2023 | 24 |
Sicart Associates LLC | 24 | 24 | 0.26% | 0.41% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Founders Capital Management | 13 | 11 | 0.08% | 0.10% | 0.13% | Q1 2017 | Q2 2023 | 24 |
Steward Partners Investment Advisory, LLC | 23 | 1 | 0.00% | 0.24% | 0.49% | Q1 2017 | Q3 2023 | 24 |
Stockman Wealth Management, Inc. | 24 | 24 | 0.12% | 0.23% | 0.60% | Q3 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 23 | 23 | 0.01% | 0.10% | 0.24% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.01% | 0.19% | 1.37% | Q1 2015 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
VICUS CAPITAL | 16 | 7 | 0.02% | 0.28% | 1.91% | Q4 2016 | Q3 2023 | 23 |
Hilltop Holdings Inc. | 15 | 1 | 0.03% | 0.87% | 3.52% | Q1 2015 | Q2 2023 | 23 |
CADINHA & CO LLC | 23 | 23 | 0.07% | 0.92% | 4.42% | Q1 2018 | Q3 2023 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.03% | 0.20% | 0.67% | Q1 2018 | Q3 2023 | 23 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.04% | 2.03% | 15.23% | Q3 2015 | Q3 2023 | 23 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 22 | 0.48% | 0.92% | 1.56% | Q3 2017 | Q4 2022 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.07% | 0.21% | Q2 2018 | Q3 2023 | 22 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
Front Row Advisors LLC | 21 | 1 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 22 | 22 | 0.01% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Cito Capital Group, LLC | 22 | 22 | 0.16% | 0.23% | 0.32% | Q2 2018 | Q3 2023 | 22 |
FDx Advisors, Inc. | 12 | 1 | 0.02% | 0.17% | 0.29% | Q1 2014 | Q3 2023 | 21 |
West Branch Capital LLC | 21 | 21 | 0.25% | 0.57% | 1.58% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 21 | 21 | 0.00% | 0.76% | 3.67% | Q3 2018 | Q3 2023 | 21 |
Abacus Planning Group, Inc. | 21 | 21 | 0.33% | 0.54% | 0.88% | Q3 2018 | Q3 2023 | 21 |
CIDEL ASSET MANAGEMENT INC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 21 |
3EDGE Asset Management, LP | 14 | 7 | 0.60% | 6.37% | 33.83% | Q4 2016 | Q1 2022 | 21 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.05% | 0.37% | Q1 2015 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.05% | 0.26% | 1.00% | Q3 2018 | Q3 2023 | 21 |
Cambria Investment Management, L.P. | 21 | 21 | 0.11% | 0.55% | 3.24% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.11% | 0.28% | Q3 2018 | Q3 2023 | 21 |
IMA Wealth, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
East Coast Asset Management, LLC. | 21 | 21 | 0.09% | 0.21% | 0.36% | Q4 2012 | Q4 2017 | 21 |
Miracle Mile Advisors, LLC | 20 | 1 | 0.04% | 2.01% | 6.18% | Q3 2015 | Q3 2023 | 21 |
Alaska Permanent Capital Management | 21 | 21 | 0.15% | 0.55% | 2.27% | Q2 2016 | Q2 2021 | 21 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.06% | 0.29% | Q2 2014 | Q3 2023 | 21 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.35% | 0.76% | Q1 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.25% | 1.05% | Q3 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20 | 20 | 0.16% | 0.86% | 5.35% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Jefferies Group LLC | 18 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Delta Investment Management, LLC | 20 | 20 | 0.10% | 2.06% | 8.35% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.05% | 0.69% | 2.06% | Q4 2018 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 19 | 1 | 0.00% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.20% | 4.78% | 18.90% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.47% | 0.98% | Q4 2017 | Q3 2022 | 20 |
One Day In July LLC | 20 | 20 | 0.14% | 2.89% | 7.74% | Q4 2018 | Q3 2023 | 20 |
QUATTRO FINANCIAL ADVISORS LLC | 9 | 3 | 0.06% | 3.90% | 9.49% | Q2 2018 | Q3 2023 | 20 |
One Capital Management, LLC | 13 | 1 | 0.01% | 0.32% | 1.30% | Q3 2014 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 13 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 13 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Invesco Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
ASPIRIANT, LLC | 19 | 19 | 0.08% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Pflug Koory, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
Ameritas Investment Partners, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.03% | 1.16% | 2.74% | Q4 2018 | Q3 2023 | 19 |
Probity Advisors, Inc. | 8 | 1 | 0.11% | 0.34% | 0.57% | Q2 2016 | Q3 2023 | 19 |
Columbus Macro, LLC | 19 | 19 | 0.08% | 0.17% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Relative Value Partners Group, LLC | 16 | 3 | 0.02% | 0.46% | 1.89% | Q2 2018 | Q1 2023 | 19 |
Aull & Monroe Investment Management Corp | 8 | 2 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2018 | 19 |
First National Bank of South Miami | 19 | 19 | 0.58% | 1.02% | 1.81% | Q4 2018 | Q2 2023 | 19 |
STEPHENS INC /AR/ | 12 | 7 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 19 | 19 | 0.10% | 1.53% | 9.38% | Q3 2018 | Q1 2023 | 19 |
NewEdge Advisors, LLC | 18 | 1 | 0.02% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 19 |
Financial Engines Advisors L.L.C. | 15 | 4 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
Stanley-Laman Group, Ltd. | 19 | 19 | 0.05% | 0.36% | 1.48% | Q1 2016 | Q3 2020 | 19 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 19 | 0.88% | 1.81% | 3.25% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 1.26% | 2.20% | 2.90% | Q1 2019 | Q3 2023 | 19 |
Fortis Advisors, LLC | 19 | 19 | 0.24% | 0.55% | 1.58% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 14 | 5 | 0.04% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 5 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 19 |
Moors & Cabot, Inc. | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Mutual Advisors, LLC | 19 | 19 | 0.04% | 0.94% | 3.37% | Q1 2019 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 18 | 1 | 0.01% | 0.60% | 2.02% | Q4 2018 | Q3 2023 | 19 |
Aveo Capital Partners, LLC | 14 | 1 | 0.03% | 0.26% | 1.19% | Q4 2018 | Q3 2023 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 0.22% | 0.78% | 1.17% | Q2 2019 | Q3 2023 | 18 |
Astor Investment Management LLC | 11 | 2 | 0.00% | 2.70% | 9.38% | Q2 2018 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 7 | 5 | 0.00% | 0.36% | 1.94% | Q4 2016 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.38% | 1.42% | Q2 2019 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.01% | 2.60% | 6.25% | Q2 2018 | Q3 2022 | 18 |
BB&T SECURITIES, LLC | 10 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2019 | 18 |
Avidian Wealth Solutions, LLC | 18 | 18 | 0.02% | 0.07% | 0.20% | Q1 2018 | Q2 2022 | 18 |
WEALTHSOURCE PARTNERS, LLC | 11 | 2 | 0.02% | 0.10% | 0.22% | Q3 2018 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.62% | 6.02% | Q2 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 15 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
BANQUE PICTET & CIE SA | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2017 | 18 |
CAHABA WEALTH MANAGEMENT, INC. | 18 | 18 | 0.03% | 0.06% | 0.11% | Q4 2018 | Q1 2023 | 18 |
SYNOVUS FINANCIAL CORP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 18 |
Horizon Investments, LLC | 15 | 3 | 0.02% | 2.32% | 15.35% | Q1 2014 | Q1 2019 | 18 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.12% | 1.52% | 4.02% | Q4 2018 | Q1 2023 | 18 |
Courage Miller Partners, LLC | 18 | 18 | 0.28% | 0.44% | 0.68% | Q2 2019 | Q3 2023 | 18 |
HRT FINANCIAL LP | 12 | 2 | 0.01% | 0.25% | 0.79% | Q1 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 6 | 1 | 0.01% | 0.05% | 0.20% | Q4 2016 | Q2 2023 | 17 |
Acorns Advisers, LLC | 17 | 17 | 0.54% | 0.81% | 1.48% | Q3 2019 | Q3 2023 | 17 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.08% | 0.29% | Q4 2013 | Q3 2023 | 17 |
Pathway Financial Advisors LLC | 9 | 8 | 0.48% | 1.25% | 2.52% | Q1 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.64% | 0.88% | 1.23% | Q4 2019 | Q4 2023 | 17 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q4 2021 | 17 |
1832 Asset Management L.P. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 17 |
Lido Advisors, LLC | 8 | 2 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 17 | 0.02% | 0.12% | 0.35% | Q3 2019 | Q3 2023 | 17 |
Divergent Wealth Advisors | 13 | 4 | 0.01% | 11.57% | 24.42% | Q1 2018 | Q3 2023 | 17 |
Cassaday & Co Inc. | 17 | 17 | 0.24% | 22.70% | 60.45% | Q4 2017 | Q4 2021 | 17 |
COLDSTREAM CAPITAL MANAGEMENT INC | 11 | 1 | 0.01% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 17 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 17 |
Allworth Financial LP | 15 | 1 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2023 | 17 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.15% | 0.78% | 2.87% | Q4 2017 | Q3 2023 | 17 |
Lee Financial Co | 10 | 3 | 0.01% | 0.67% | 3.51% | Q1 2018 | Q3 2023 | 17 |
Nicholas Hoffman & Company, LLC. | 17 | 17 | 0.01% | 0.63% | 1.64% | Q1 2018 | Q1 2022 | 17 |
Wealth Alliance | 16 | 16 | 0.08% | 0.86% | 2.32% | Q4 2019 | Q3 2023 | 16 |
BFSG, LLC | 10 | 1 | 0.04% | 1.07% | 4.00% | Q4 2018 | Q3 2023 | 16 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 7 | 0.02% | 0.14% | 0.64% | Q4 2016 | Q4 2020 | 16 |
Snowden Capital Advisors LLC | 8 | 8 | 0.01% | 0.11% | 0.25% | Q1 2019 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 16 | 16 | 0.03% | 0.11% | 0.21% | Q3 2018 | Q2 2022 | 16 |
DAVENPORT & Co LLC | 14 | 2 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 7 | 4 | 0.00% | 0.58% | 3.56% | Q2 2018 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 15 | 1 | 0.11% | 1.23% | 5.49% | Q2 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.04% | 0.18% | 0.82% | Q4 2018 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 11 | 5 | 0.02% | 0.29% | 0.72% | Q4 2018 | Q3 2023 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 0.51% | 1.37% | 3.95% | Q4 2019 | Q3 2023 | 16 |
BARINGS LLC | 9 | 7 | 0.10% | 0.46% | 1.52% | Q4 2018 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 16 | 16 | 0.03% | 0.20% | 0.50% | Q4 2019 | Q3 2023 | 16 |
NextCapital Advisers, Inc. | 16 | 16 | 1.46% | 2.34% | 3.88% | Q3 2018 | Q2 2022 | 16 |
C M BIDWELL & ASSOCIATES LTD | 16 | 16 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Jackson Wealth Management, LLC | 16 | 16 | 0.75% | 3.39% | 7.09% | Q4 2018 | Q3 2022 | 16 |
Arete Wealth Advisors, LLC | 14 | 1 | 0.10% | 0.54% | 1.56% | Q3 2015 | Q2 2023 | 16 |
IPG Investment Advisors LLC | 8 | 8 | 0.27% | 2.53% | 7.81% | Q2 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.00% | 0.05% | 0.28% | Q3 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 1.38% | 2.77% | 6.71% | Q4 2019 | Q3 2023 | 16 |
Independent Advisor Alliance | 14 | 2 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q4 2022 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 2.04% | 4.33% | 7.71% | Q4 2019 | Q3 2023 | 16 |
Northwest Quadrant Wealth Management, LLC | 9 | 7 | 3.30% | 6.50% | 10.49% | Q4 2018 | Q3 2023 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 16 | 0.04% | 1.21% | 3.48% | Q4 2019 | Q3 2023 | 16 |
Estate Counselors, LLC | 14 | 1 | 0.06% | 5.21% | 17.35% | Q1 2018 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 5 | 0.00% | 0.07% | 0.25% | Q2 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.30% | 0.72% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 2 | 0.01% | 0.11% | 0.29% | Q3 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.02% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.78% | 2.90% | 6.95% | Q4 2019 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 16 | 16 | 2.16% | 3.95% | 4.96% | Q4 2019 | Q3 2023 | 16 |
AdvicePeriod, LLC | 15 | 15 | 0.14% | 0.34% | 0.62% | Q4 2017 | Q2 2021 | 15 |
PEAVINE CAPITAL, LLC | 15 | 15 | 20.17% | 42.82% | 60.59% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.07% | 0.54% | 1.61% | Q1 2016 | Q3 2023 | 15 |
AFFINIA FINANCIAL GROUP, LLC | 15 | 15 | 0.23% | 7.70% | 20.55% | Q4 2019 | Q2 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 8 | 7 | 0.13% | 1.11% | 5.17% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.13% | 0.50% | Q2 2016 | Q4 2019 | 15 |
Jaffetilchin Investment Partners, LLC | 8 | 1 | 0.07% | 0.24% | 2.05% | Q1 2019 | Q2 2023 | 15 |
Perennial Advisors, LLC | 15 | 15 | 0.08% | 1.05% | 4.09% | Q4 2019 | Q2 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 12 | 3 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.04% | 0.37% | 0.89% | Q4 2019 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 15 |
Titan Capital Management, LLC /TX | 7 | 1 | 6.70% | 18.56% | 26.51% | Q4 2018 | Q3 2023 | 15 |
Chicago Wealth Management, Inc. | 11 | 4 | 0.19% | 8.57% | 73.02% | Q4 2019 | Q3 2023 | 15 |
Advisors Preferred, LLC | 12 | 1 | 0.01% | 1.46% | 4.19% | Q4 2013 | Q2 2022 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cetera Investment Advisers | 12 | 3 | 0.01% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2020 | 15 |
RAYMOND JAMES TRUST N.A. | 8 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.16% | 0.35% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.22% | 0.31% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Crabel Capital Management, LLC | 6 | 4 | 0.06% | 1.25% | 3.57% | Q4 2017 | Q3 2023 | 15 |
Hamilton Capital, LLC | 14 | 1 | 0.06% | 1.87% | 19.88% | Q4 2018 | Q3 2023 | 15 |
Alaska Wealth Advisors | 12 | 3 | 0.00% | 2.57% | 4.89% | Q4 2017 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 11 | 1 | 0.12% | 0.29% | 0.39% | Q1 2018 | Q3 2023 | 15 |
Baker Ellis Asset Management LLC | 15 | 15 | 0.05% | 0.31% | 0.95% | Q1 2020 | Q3 2023 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
1834 INVESTMENT ADVISORS CO | 10 | 5 | 0.00% | 0.33% | 2.08% | Q2 2018 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 6 | 3 | 0.03% | 8.17% | 24.43% | Q2 2018 | Q3 2023 | 15 |
American Investment Services, Inc. | 15 | 15 | 0.05% | 0.10% | 0.23% | Q4 2018 | Q2 2022 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.00% | 2.46% | 10.86% | Q1 2020 | Q3 2023 | 15 |
Virtue Capital Management, LLC | 8 | 1 | 0.01% | 4.15% | 17.48% | Q1 2018 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.94% | 7.85% | Q1 2015 | Q3 2023 | 15 |
Ancora Advisors LLC | 9 | 6 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.15% | 0.83% | Q2 2013 | Q4 2016 | 15 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 15 |
RMR Wealth Builders | 14 | 1 | 0.12% | 1.56% | 3.51% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.03% | 0.13% | 0.75% | Q4 2019 | Q2 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.03% | 0.42% | 1.32% | Q1 2020 | Q4 2023 | 15 |
Sage Advisory Services, Ltd.Co. | 11 | 2 | 0.16% | 1.48% | 3.74% | Q1 2015 | Q3 2023 | 15 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.04% | 0.05% | 0.13% | Q4 2015 | Q1 2019 | 14 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 14 | 0.32% | 0.42% | 0.78% | Q2 2020 | Q3 2023 | 14 |
Private Advisory Group LLC | 7 | 1 | 0.29% | 1.09% | 2.98% | Q1 2017 | Q3 2023 | 14 |
Milliman Financial Risk Management LLC | 5 | 1 | 2.22% | 15.54% | 45.58% | Q4 2015 | Q3 2022 | 14 |
Prospera Financial Services Inc | 6 | 1 | 0.01% | 0.91% | 9.12% | Q1 2015 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q4 2021 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PECAUT & CO. | 11 | 3 | 0.09% | 0.28% | 0.54% | Q4 2019 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.03% | 0.05% | 0.22% | Q4 2019 | Q1 2023 | 14 |
Realta Investment Advisors | 5 | 4 | 0.00% | 0.16% | 0.43% | Q1 2019 | Q3 2023 | 14 |
SANDERS MORRIS HARRIS LLC | 10 | 1 | 0.04% | 0.15% | 0.33% | Q4 2018 | Q3 2022 | 14 |
TOWNSQUARE CAPITAL LLC | 9 | 5 | 0.01% | 0.38% | 0.53% | Q1 2020 | Q3 2023 | 14 |
STATE STREET CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 14 |
55I, LLC | 14 | 14 | 0.08% | 1.08% | 3.99% | Q4 2018 | Q1 2022 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.74% | 1.83% | Q1 2018 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.02% | 0.20% | 0.55% | Q2 2020 | Q3 2023 | 14 |
ADVISORY RESEARCH INC | 9 | 5 | 0.03% | 0.26% | 0.74% | Q1 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 8 | 6 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.18% | 0.92% | 1.90% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.25% | 2.83% | 5.82% | Q1 2020 | Q3 2023 | 14 |
CEDAR CAPITAL, LLC | 5 | 4 | 0.21% | 1.86% | 4.48% | Q4 2015 | Q1 2021 | 14 |
Csenge Advisory Group | 9 | 2 | 0.06% | 0.42% | 0.93% | Q3 2018 | Q3 2022 | 14 |
SUNTRUST BANKS INC | 12 | 2 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2019 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 6 | 0.06% | 1.04% | 4.67% | Q4 2018 | Q3 2023 | 13 |
Wealth Alliance Advisory Group, LLC | 6 | 1 | 1.02% | 3.57% | 7.27% | Q3 2018 | Q1 2022 | 13 |
Emerson Wealth, LLC | 13 | 13 | 0.26% | 0.38% | 0.53% | Q2 2019 | Q2 2022 | 13 |
Stadion Money Management, LLC | 13 | 13 | 1.48% | 1.84% | 2.44% | Q1 2018 | Q1 2021 | 13 |
Semmax Financial Advisors Inc. | 12 | 1 | 0.06% | 1.36% | 4.94% | Q1 2020 | Q3 2023 | 13 |
EQUITY INVESTMENT CORP | 12 | 1 | 0.01% | 4.72% | 9.16% | Q1 2018 | Q2 2021 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.05% | 0.11% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Avion Wealth | 13 | 13 | 0.02% | 3.78% | 15.46% | Q1 2020 | Q1 2023 | 13 |
Stone House Investment Management, LLC | 10 | 3 | 0.04% | 2.34% | 7.87% | Q4 2018 | Q3 2023 | 13 |
Weaver Consulting Group | 7 | 6 | 0.02% | 1.74% | 4.98% | Q1 2019 | Q3 2023 | 13 |
SFMG, LLC | 7 | 6 | 0.14% | 1.45% | 5.76% | Q3 2015 | Q3 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.02% | 0.09% | 0.24% | Q3 2019 | Q3 2022 | 13 |
DRW Securities, LLC | 5 | 1 | 0.07% | 1.01% | 4.58% | Q3 2013 | Q2 2017 | 13 |
Eldridge Investment Advisors, Inc. | 13 | 13 | 0.68% | 2.04% | 3.60% | Q4 2018 | Q4 2021 | 13 |
MA Private Wealth | 13 | 13 | 0.04% | 1.35% | 2.02% | Q4 2018 | Q4 2021 | 13 |
Family Management Corp | 7 | 6 | 0.55% | 7.50% | 15.55% | Q4 2018 | Q3 2023 | 13 |
Dorsey & Whitney Trust CO LLC | 6 | 1 | 0.02% | 0.28% | 2.06% | Q2 2019 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 13 |
COLONY GROUP LLC | 7 | 6 | 0.00% | 0.06% | 0.60% | Q4 2019 | Q3 2023 | 13 |
Mader & Shannon Wealth Management, Inc. | 12 | 1 | 0.30% | 4.70% | 26.68% | Q1 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 9 | 4 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 13 | 13 | 0.54% | 1.07% | 1.46% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q2 2022 | 13 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 13 |
ProVise Management Group, LLC | 11 | 1 | 0.02% | 0.19% | 0.26% | Q4 2018 | Q1 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 1 | 0.05% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 12 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
WFG Advisors, LP | 7 | 1 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q2 2017 | 12 |
Bison Wealth, LLC | 8 | 2 | 0.05% | 0.62% | 3.09% | Q2 2019 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 5 | 2 | 0.01% | 0.11% | 0.43% | Q3 2013 | Q2 2017 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.10% | 0.26% | 0.58% | Q4 2020 | Q3 2023 | 12 |
GenWealth Group, Inc. | 8 | 4 | 0.06% | 2.08% | 20.82% | Q1 2020 | Q3 2023 | 12 |
EFG Asset Management (Americas) Corp. | 7 | 5 | 0.10% | 1.40% | 2.89% | Q4 2018 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 8 | 1 | 0.00% | 0.41% | 2.01% | Q1 2017 | Q3 2023 | 12 |
Wellesley Investment Partners, LLC | 12 | 12 | 0.07% | 1.48% | 3.57% | Q1 2017 | Q4 2019 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.18% | 0.54% | 1.57% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 1.53% | 3.30% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Cedar Brook Financial Partners, LLC | 6 | 1 | 0.07% | 0.14% | 0.44% | Q4 2018 | Q3 2022 | 12 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.00% | 0.15% | 0.74% | Q1 2016 | Q1 2020 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
MATTERN CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
WBI INVESTMENTS, LLC | 6 | 1 | 0.02% | 0.94% | 3.14% | Q4 2018 | Q3 2023 | 12 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.02% | 0.27% | 1.05% | Q3 2013 | Q2 2022 | 12 |
Richard Bernstein Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Teamwork Financial Advisors, LLC | 12 | 12 | 0.08% | 0.13% | 0.31% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tuttle Capital Management, LLC | 11 | 1 | 0.32% | 13.00% | 47.99% | Q2 2016 | Q3 2022 | 12 |
Hemington Wealth Management | 12 | 12 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.10% | 0.46% | 0.80% | Q4 2018 | Q3 2021 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Spearhead Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q2 2022 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 12 | 0.10% | 0.43% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 11 | 1 | 0.02% | 0.08% | 0.17% | Q2 2019 | Q2 2022 | 12 |
OmniStar Financial Group, Inc. | 12 | 12 | 1.58% | 2.06% | 3.28% | Q1 2020 | Q4 2022 | 12 |
Brookstone Capital Management | 7 | 2 | 0.00% | 0.49% | 2.81% | Q1 2015 | Q3 2023 | 12 |
SignalPoint Asset Management, LLC | 8 | 4 | 0.26% | 0.61% | 1.37% | Q3 2013 | Q2 2017 | 12 |
Sigma Investment Management Co | 12 | 12 | 0.53% | 0.56% | 0.59% | Q1 2016 | Q4 2018 | 12 |
Stratos Investment Management, LLC | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2022 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.07% | 0.32% | Q4 2014 | Q3 2019 | 12 |
Visionary Wealth Advisors | 7 | 5 | 0.03% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
VisionPoint Advisory Group, LLC | 8 | 4 | 0.15% | 0.86% | 3.34% | Q4 2018 | Q3 2023 | 12 |
GOULD ASSET MANAGEMENT LLC /CA/ | 6 | 3 | 0.07% | 0.73% | 4.23% | Q4 2019 | Q3 2023 | 12 |
Copperwynd Financial, LLC | 6 | 1 | 0.24% | 1.36% | 3.14% | Q3 2019 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q2 2023 | 12 |
Verus Financial Partners, Inc. | 12 | 12 | 0.03% | 0.10% | 0.88% | Q2 2020 | Q1 2023 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.40% | 0.86% | 2.93% | Q2 2018 | Q1 2021 | 12 |
Orion Portfolio Solutions, LLC | 7 | 4 | 0.01% | 0.21% | 0.73% | Q4 2019 | Q3 2023 | 11 |
Filament LLC | 5 | 2 | 0.09% | 0.13% | 0.21% | Q2 2013 | Q4 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 7 | 4 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 9 | 2 | 0.07% | 0.24% | 1.37% | Q3 2019 | Q3 2022 | 11 |
BlackRock Fund Advisors | 7 | 4 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 11 |
CWH Capital Management, Inc. | 11 | 11 | 0.20% | 3.24% | 5.27% | Q2 2018 | Q4 2020 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.35% | 0.80% | Q3 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Horst & Graben Wealth Management LLC | 11 | 11 | 0.08% | 2.04% | 9.99% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 1.28% | 3.15% | Q1 2021 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.03% | 0.97% | 5.48% | Q2 2013 | Q4 2015 | 11 |
STABLEFORD CAPITAL II LLC | 6 | 1 | 0.16% | 2.29% | 9.86% | Q2 2017 | Q3 2023 | 11 |
Cornerstone Retirement Group, Inc. | 11 | 11 | 16.76% | 34.72% | 56.41% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.30% | 1.91% | Q2 2018 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.20% | 0.71% | Q1 2019 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.62% | 3.12% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.01% | 0.10% | 0.48% | Q1 2020 | Q3 2022 | 11 |
Shinko Asset Management Co., Ltd. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.02% | 13.15% | 24.40% | Q2 2016 | Q4 2022 | 11 |
Clarity Financial LLC | 9 | 2 | 0.06% | 0.21% | 0.42% | Q4 2020 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.09% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Quadrant Private Wealth Management, LLC | 9 | 2 | 0.10% | 0.15% | 0.28% | Q2 2020 | Q1 2023 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.14% | 1.29% | 5.12% | Q1 2021 | Q3 2023 | 11 |
GenTrust, LLC | 6 | 1 | 0.03% | 0.41% | 1.22% | Q4 2018 | Q4 2021 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.02% | 0.14% | Q1 2019 | Q4 2022 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.03% | 0.85% | 4.34% | Q3 2018 | Q3 2023 | 11 |
TBH Global Asset Management, LLC | 9 | 2 | 0.05% | 1.32% | 9.43% | Q4 2019 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 9 | 2 | 0.03% | 0.43% | 3.59% | Q2 2013 | Q4 2018 | 11 |
Pinnacle Advisory Group, Inc. | 6 | 1 | 0.01% | 0.34% | 0.90% | Q2 2015 | Q4 2018 | 11 |
RONALD BLUE & CO LLC | 8 | 1 | 0.02% | 0.04% | 0.18% | Q4 2013 | Q2 2017 | 11 |
M Holdings Securities, Inc. | 5 | 2 | 0.02% | 0.20% | 0.57% | Q2 2018 | Q1 2023 | 11 |
Bray Capital Advisors | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
CABANA LLC | 10 | 1 | 0.13% | 10.55% | 100.00% | Q1 2018 | Q3 2022 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2022 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.06% | 0.27% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.01% | 0.26% | 0.44% | Q3 2015 | Q3 2023 | 11 |
LFA - Lugano Financial Advisors SA | 6 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Crestwood Advisors Group, LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
SOL Capital Management CO | 6 | 4 | 0.05% | 1.20% | 4.88% | Q4 2019 | Q3 2023 | 10 |
Blue Zone Wealth Advisors, LLC | 10 | 10 | 0.38% | 2.73% | 9.69% | Q4 2019 | Q1 2022 | 10 |
Horizon Kinetics | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2017 | 10 |
SeaBridge Investment Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.12% | 0.50% | Q3 2019 | Q2 2023 | 10 |
Shepherd Financial Partners LLC | 5 | 1 | 0.07% | 1.50% | 4.08% | Q2 2017 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2021 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Northstar Advisory Group, LLC | 7 | 3 | 0.21% | 5.68% | 22.16% | Q4 2020 | Q2 2023 | 10 |
Wiser Wealth Management, Inc | 5 | 5 | 0.10% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 10 |
Argent Trust Co | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Balentine LLC | 6 | 2 | 0.00% | 0.43% | 1.37% | Q1 2018 | Q3 2023 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 2 | 0.27% | 1.56% | 4.06% | Q4 2018 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 2 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q2 2022 | 10 |
BOKF, NA | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.11% | 0.95% | 4.20% | Q4 2020 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q1 2023 | 10 |
RATIONAL ADVISORS LLC | 10 | 10 | 0.02% | 3.66% | 10.62% | Q3 2016 | Q4 2018 | 10 |
FormulaFolio Investments, LLC | 10 | 10 | 0.01% | 0.33% | 0.95% | Q1 2019 | Q2 2021 | 10 |
HMS Capital Management, LLC | 10 | 10 | 0.58% | 1.43% | 3.44% | Q1 2019 | Q2 2021 | 10 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 10 |
Reynders McVeigh Capital Management, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Legacy Private Trust Co. | 5 | 5 | 0.06% | 0.43% | 1.06% | Q3 2013 | Q3 2017 | 10 |
ADVISOR PARTNERS LLC | 8 | 2 | 0.02% | 0.06% | 0.30% | Q4 2019 | Q2 2022 | 10 |
Perigon Wealth Management, LLC | 6 | 4 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 9 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
SimpliFi, Inc. | 9 | 9 | 7.87% | 10.55% | 13.84% | Q3 2018 | Q3 2020 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 0.04% | 0.38% | 1.20% | Q4 2019 | Q4 2021 | 9 |
Hilton Capital Management, LLC | 9 | 9 | 0.26% | 0.91% | 1.67% | Q4 2015 | Q4 2017 | 9 |
Bellecapital International Ltd. | 9 | 9 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 9 |
VIRIDIAN RIA, LLC | 8 | 1 | 3.20% | 3.93% | 5.02% | Q4 2018 | Q1 2022 | 9 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q4 2022 | 9 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.26% | 0.85% | Q1 2020 | Q1 2022 | 9 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
TruWealth Advisors, LLC | 6 | 3 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 6 | 3 | 0.00% | 4.96% | 39.80% | Q4 2019 | Q1 2022 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.03% | 1.36% | 7.27% | Q3 2015 | Q3 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Core Wealth Advisors, Inc. | 5 | 4 | 0.01% | 0.08% | 0.19% | Q2 2020 | Q3 2023 | 9 |
Atlantic Union Bankshares Corp | 9 | 9 | 0.02% | 0.54% | 2.44% | Q2 2020 | Q2 2022 | 9 |
Laird Norton Wetherby Trust Company, LLC | 6 | 3 | 0.03% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 9 |
HT Partners LLC | 7 | 2 | 0.42% | 3.45% | 13.93% | Q2 2013 | Q4 2015 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.16% | 0.40% | 1.02% | Q4 2016 | Q4 2018 | 9 |
Truehand, Inc | 9 | 9 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2021 | 9 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 8 | 1 | 0.19% | 0.61% | 1.08% | Q3 2019 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.01% | 0.09% | 0.27% | Q3 2021 | Q3 2023 | 9 |
CHOREO, LLC | 3 | 1 | 0.02% | 0.07% | 0.22% | Q1 2016 | Q3 2023 | 9 |
K.J. Harrison & Partners Inc | 9 | 9 | 0.17% | 0.39% | 0.93% | Q3 2019 | Q3 2021 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 9 |
Arkfeld Wealth Strategies, L.L.C. | 9 | 9 | 1.76% | 6.14% | 8.74% | Q3 2021 | Q3 2023 | 9 |
Glassman Wealth Services | 8 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q4 2018 | 9 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 9 |
CreativeOne Wealth, LLC | 6 | 1 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 9 |
GFS Advisors, LLC | 9 | 9 | 0.05% | 0.90% | 2.00% | Q3 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 6 | 3 | 0.02% | 0.20% | 0.79% | Q1 2021 | Q3 2023 | 9 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.30% | 1.03% | Q1 2020 | Q4 2021 | 8 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.09% | 0.25% | Q2 2020 | Q3 2023 | 8 |
Fermata Advisors, LLC | 6 | 2 | 0.13% | 0.75% | 2.26% | Q1 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Grand Central Investment Group | 8 | 8 | 0.86% | 1.06% | 1.21% | Q4 2020 | Q3 2022 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.12% | 0.24% | 0.39% | Q2 2020 | Q1 2022 | 8 |
Precision Wealth Strategies, LLC | 7 | 1 | 0.33% | 2.44% | 4.73% | Q4 2020 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.12% | 0.51% | 0.88% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 8 |
Holloway Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q4 2020 | 8 |
Equitable Holdings, Inc. | 6 | 2 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.13% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Evensky & Katz LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q1 2021 | 8 |
WIN ADVISORS, INC | 8 | 8 | 0.02% | 0.53% | 2.55% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.17% | 0.35% | Q2 2021 | Q3 2023 | 8 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2015 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.27% | 0.97% | Q4 2018 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MJP ASSOCIATES INC /ADV | 7 | 1 | 0.09% | 0.27% | 0.37% | Q4 2020 | Q2 2023 | 8 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.09% | 0.19% | Q2 2019 | Q4 2021 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.17% | 0.41% | 0.82% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Claraphi Advisory Network, LLC | 4 | 4 | 0.00% | 0.45% | 1.15% | Q3 2019 | Q3 2022 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.19% | 0.33% | 0.52% | Q2 2020 | Q1 2022 | 8 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.39% | 4.14% | 12.42% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Advisory Alpha, LLC | 7 | 1 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 8 |
CapWealth Advisors, LLC | 7 | 1 | 0.09% | 0.32% | 0.54% | Q3 2018 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 8 | 8 | 0.05% | 1.95% | 3.32% | Q3 2020 | Q2 2022 | 8 |
Arkadios Wealth Advisors | 5 | 3 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 6 | 2 | 0.08% | 0.24% | 0.66% | Q1 2014 | Q3 2023 | 8 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 6 | 2 | 0.17% | 0.78% | 1.85% | Q1 2020 | Q1 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.50% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.04% | 1.66% | 5.67% | Q3 2019 | Q2 2021 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Planning, LLC | 8 | 8 | 0.28% | 0.56% | 1.06% | Q4 2019 | Q3 2021 | 8 |
New Millennium Group LLC | 8 | 8 | 0.03% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Leelyn Smith, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2021 | 8 |
Mechanics Bank Trust Department | 8 | 8 | 0.24% | 0.26% | 0.28% | Q3 2016 | Q2 2018 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Gould Capital, LLC | 8 | 8 | 2.65% | 3.07% | 4.10% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.05% | 0.86% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.28% | 0.92% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.69% | 1.15% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Perella Weinberg Partners Capital Management LP | 8 | 8 | 1.33% | 4.50% | 6.55% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.02% | 0.37% | 0.98% | Q4 2020 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.06% | 0.98% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.30% | 0.34% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 0.47% | 0.53% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Townsend & Associates, Inc | 4 | 4 | 0.78% | 2.30% | 5.92% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.03% | 1.57% | 3.64% | Q4 2021 | Q3 2023 | 8 |
IronBridge Private Wealth, LLC | 8 | 8 | 0.14% | 6.45% | 16.54% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.03% | 0.15% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Advisors, LLC | 7 | 1 | 0.07% | 0.39% | 0.53% | Q4 2020 | Q3 2023 | 8 |
WestHill Financial Advisors, Inc. | 6 | 2 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q4 2022 | 8 |
Alpha Omega Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
PICTET BANK & TRUST Ltd | 7 | 7 | 0.47% | 1.05% | 1.48% | Q1 2022 | Q3 2023 | 7 |
Hirtle Callaghan & Co LLC | 5 | 2 | 0.03% | 0.17% | 0.50% | Q3 2020 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Grace Capital | 4 | 1 | 0.08% | 0.34% | 0.56% | Q4 2018 | Q4 2021 | 7 |
Oakwell Private Wealth Management, LLC | 6 | 1 | 0.10% | 0.16% | 0.33% | Q4 2020 | Q4 2022 | 7 |
MYCIO WEALTH PARTNERS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.07% | 0.44% | 1.71% | Q4 2013 | Q2 2015 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q2 2014 | Q4 2015 | 7 |
MAYPORT, LLC | 7 | 7 | 1.58% | 2.37% | 3.31% | Q1 2022 | Q3 2023 | 7 |
Monument Capital Management | 7 | 7 | 0.22% | 0.62% | 1.16% | Q3 2018 | Q1 2020 | 7 |
AGILIS PARTNERS LLC | 5 | 1 | 0.42% | 7.53% | 12.18% | Q3 2016 | Q3 2022 | 7 |
F-Squared Investment Management, LLC | 4 | 1 | 0.78% | 3.38% | 12.13% | Q2 2013 | Q2 2015 | 7 |
RFG Advisory, LLC | 5 | 1 | 0.02% | 0.48% | 3.04% | Q1 2017 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Rathbones Group PLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
KAYS FINANCIAL ADVISORY CORP /ADV | 7 | 7 | 2.47% | 2.72% | 3.02% | Q1 2019 | Q3 2020 | 7 |
LTG Capital LLC | 4 | 3 | 0.32% | 0.37% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Fulcrum Equity Management | 7 | 7 | 1.15% | 2.92% | 8.11% | Q4 2021 | Q2 2023 | 7 |
Summit Wealth Group, LLC | 5 | 2 | 0.24% | 5.22% | 9.65% | Q4 2019 | Q2 2023 | 7 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.10% | 0.37% | 1.10% | Q1 2019 | Q3 2023 | 7 |
MANAGED ACCOUNT SERVICES INC | 7 | 7 | 0.11% | 0.31% | 0.94% | Q1 2020 | Q3 2021 | 7 |
Private Capital Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 7 |
Walker Financial Services, Inc. | 7 | 7 | 0.43% | 1.26% | 2.47% | Q1 2022 | Q3 2023 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 2.13% | 6.79% | 15.74% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BOYS ARNOLD & CO INC | 6 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2019 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Financial Sense Advisors, Inc. | 7 | 7 | 0.08% | 6.98% | 20.09% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PALLADIEM, LLC | 4 | 3 | 1.33% | 5.32% | 12.02% | Q1 2021 | Q4 2022 | 7 |
GeoWealth Management, LLC | 6 | 1 | 0.20% | 1.44% | 2.59% | Q2 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MARIPAU WEALTH MANAGEMENT LLC | 7 | 7 | 0.22% | 0.96% | 1.93% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 7 |
Glenview Trust Co | 7 | 7 | 0.15% | 0.38% | 0.46% | Q2 2020 | Q4 2021 | 7 |
Advanced Asset Management Advisors Inc | 7 | 7 | 0.10% | 0.78% | 2.50% | Q1 2019 | Q3 2020 | 7 |
BlackRock Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q1 2017 | 7 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 9.82% | 27.35% | Q3 2020 | Q2 2023 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 3.66% | 4.01% | 4.46% | Q1 2017 | Q3 2018 | 7 |
WASHINGTON TRUST Co | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 7 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 2 | 0.11% | 0.19% | 0.38% | Q3 2020 | Q3 2023 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.08% | 6.61% | 11.57% | Q1 2022 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.00% | 4.96% | 9.40% | Q4 2015 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.21% | 0.47% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Hudson Portfolio Management LLC | 7 | 7 | 0.26% | 0.37% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.45% | 0.78% | 1.14% | Q2 2020 | Q4 2021 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.05% | 7.67% | 51.67% | Q2 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.25% | 0.49% | 0.94% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 7 |
Vise Technologies, Inc. | 5 | 2 | 0.07% | 1.23% | 5.98% | Q4 2021 | Q3 2023 | 7 |
AMG National Trust Bank | 4 | 3 | 0.02% | 0.11% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 5 | 1 | 0.06% | 3.30% | 11.81% | Q2 2019 | Q3 2023 | 7 |
Inspire Advisors, LLC | 7 | 7 | 0.18% | 0.32% | 0.52% | Q4 2020 | Q2 2022 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 1 | 0.01% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 7 |
tru Independence LLC | 4 | 1 | 0.18% | 0.49% | 2.01% | Q2 2020 | Q2 2022 | 7 |
WealthBridge Capital Management, LLC | 5 | 2 | 0.01% | 0.46% | 1.28% | Q4 2018 | Q2 2023 | 7 |
StoneX Group Inc. | 7 | 7 | 0.05% | 0.08% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Meristem Family Wealth, LLC | 6 | 1 | 0.45% | 0.55% | 0.73% | Q2 2019 | Q1 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.05% | 0.18% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2021 | 7 |
Dakota Wealth Management | 7 | 7 | 0.04% | 0.19% | 0.37% | Q1 2019 | Q3 2020 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.13% | 0.63% | 1.75% | Q2 2020 | Q4 2021 | 7 |
MorganRosel Wealth Management, LLC | 5 | 2 | 0.16% | 3.77% | 13.35% | Q4 2018 | Q4 2022 | 7 |
McAdam, LLC | 3 | 1 | 0.01% | 0.35% | 0.70% | Q1 2018 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 2 | 0.00% | 0.11% | 0.42% | Q3 2015 | Q3 2018 | 6 |
LINCOLN NATIONAL CORP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 1.67% | 2.01% | 2.50% | Q4 2020 | Q1 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.35% | 3.75% | 5.20% | Q1 2022 | Q2 2023 | 6 |
GODSEY & GIBB, INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 6 |
Stratford Consulting, LLC | 4 | 2 | 0.01% | 0.28% | 0.44% | Q2 2018 | Q4 2019 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.11% | 0.15% | 0.21% | Q1 2020 | Q2 2021 | 6 |
Emerald Advisors, LLC | 6 | 6 | 0.42% | 0.68% | 0.87% | Q2 2021 | Q3 2022 | 6 |
MATRIX ASSET ADVISORS INC/NY | 6 | 6 | 0.04% | 0.09% | 0.12% | Q3 2019 | Q4 2020 | 6 |
Bienville Capital Management, LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.01% | 3.59% | 4.92% | Q4 2020 | Q3 2023 | 6 |
Venturi Wealth Management, LLC | 5 | 1 | 0.17% | 0.29% | 0.78% | Q1 2020 | Q3 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.24% | 4.50% | 12.63% | Q4 2015 | Q1 2019 | 6 |
WealthOne, LLC | 3 | 1 | 0.17% | 0.34% | 0.56% | Q4 2018 | Q3 2022 | 6 |
Bryn Mawr Capital Management, LLC | 6 | 6 | 0.06% | 0.16% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2020 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 0.16% | 0.27% | 0.44% | Q3 2021 | Q4 2022 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.16% | 0.74% | 1.68% | Q2 2022 | Q3 2023 | 6 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Raub Brock Capital Management LP | 6 | 6 | 5.24% | 6.54% | 7.00% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 5.78% | 46.18% | 92.95% | Q2 2022 | Q3 2023 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 2.99% | 8.43% | 12.26% | Q3 2015 | Q4 2016 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.34% | 3.51% | 9.76% | Q3 2015 | Q4 2016 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 6 |
BRINKER CAPITAL INC | 4 | 1 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wealth Advisors of Tampa Bay, LLC | 4 | 1 | 0.08% | 0.36% | 0.73% | Q1 2020 | Q3 2023 | 6 |
Hutchens & Kramer Investment Management Group, LLC | 6 | 6 | 0.18% | 0.43% | 1.25% | Q4 2021 | Q1 2023 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 1 | 0.05% | 0.27% | 0.64% | Q4 2017 | Q4 2019 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.03% | 0.24% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.98% | 1.39% | 2.13% | Q4 2018 | Q2 2020 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.48% | 0.78% | 1.10% | Q2 2022 | Q3 2023 | 6 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.42% | 0.71% | 1.95% | Q1 2022 | Q3 2023 | 6 |
UNITED BANK | 4 | 2 | 0.11% | 1.60% | 4.86% | Q3 2020 | Q3 2023 | 6 |
Financial Advocates Investment Management | 4 | 1 | 0.01% | 0.10% | 0.18% | Q1 2020 | Q1 2023 | 6 |
Heartland Bank & Trust Co | 5 | 1 | 0.22% | 1.37% | 2.27% | Q4 2020 | Q3 2023 | 6 |
EPG Wealth Management LLC | 5 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.64% | 3.48% | 12.01% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 5 | 1 | 0.01% | 0.05% | 0.20% | Q1 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.77% | 1.12% | Q4 2021 | Q2 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Keel Point, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
FURE FINANCIAL CORP | 3 | 1 | 0.00% | 7.02% | 35.05% | Q1 2020 | Q2 2022 | 6 |
LOWE BROCKENBROUGH & CO INC | 6 | 6 | 0.50% | 0.88% | 1.11% | Q2 2022 | Q3 2023 | 6 |
NORTHSTAR ASSET MANAGEMENT INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.08% | 0.69% | 1.02% | Q3 2022 | Q4 2023 | 6 |
BEACON FINANCIAL GROUP | 3 | 1 | 0.06% | 0.23% | 0.46% | Q4 2018 | Q3 2022 | 6 |
Cooper Financial Group | 5 | 1 | 0.09% | 0.20% | 0.70% | Q4 2020 | Q3 2023 | 6 |
Aspire Private Capital, LLC | 5 | 1 | 0.00% | 0.30% | 0.89% | Q4 2018 | Q2 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.24% | 0.30% | 0.38% | Q4 2019 | Q1 2021 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.06% | 0.24% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.45% | 0.54% | 0.64% | Q1 2018 | Q2 2019 | 6 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.14% | 0.34% | Q2 2018 | Q3 2023 | 6 |
FIL Ltd | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 6 |
Sandy Cove Advisors, LLC | 6 | 6 | 0.65% | 1.60% | 2.50% | Q2 2022 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.01% | 3.86% | 7.83% | Q4 2018 | Q1 2023 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.00% | 0.22% | 0.84% | Q3 2014 | Q3 2016 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.07% | 0.13% | Q3 2015 | Q3 2019 | 6 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.52% | 2.53% | Q1 2010 | Q3 2023 | 5 |
Strategic Point Investment Advisors, LLC | 5 | 5 | 3.77% | 4.21% | 4.93% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 0.42% | 0.72% | 0.95% | Q4 2020 | Q4 2021 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.26% | 0.37% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Stuart Chaussee & Associates, Inc. | 5 | 5 | 0.14% | 0.36% | 0.74% | Q1 2020 | Q1 2021 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.26% | 0.33% | 0.40% | Q3 2022 | Q3 2023 | 5 |
ORSER CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.17% | 0.44% | 1.04% | Q3 2020 | Q1 2022 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Rede Wealth, LLC | 3 | 2 | 0.15% | 0.16% | 0.21% | Q1 2021 | Q3 2022 | 5 |
Salomon & Ludwin, LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.14% | 1.37% | 1.54% | Q1 2020 | Q1 2021 | 5 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.01% | 0.08% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Schrum Private Wealth Management LLC | 5 | 5 | 0.26% | 0.49% | 0.68% | Q4 2021 | Q4 2022 | 5 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 0.09% | 2.49% | 5.81% | Q3 2020 | Q3 2023 | 5 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.94% | 1.49% | Q4 2019 | Q4 2020 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.90% | 1.04% | 1.26% | Q1 2022 | Q1 2023 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 2.05% | 2.55% | 3.45% | Q2 2019 | Q2 2020 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.82% | 0.90% | 1.00% | Q4 2021 | Q4 2022 | 5 |
Sovereign Investment Advisors, LLC | 5 | 5 | 1.89% | 2.07% | 2.23% | Q2 2022 | Q2 2023 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 0.23% | 0.25% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2020 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 5 |
Compagnie Lombard Odier SCmA | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2017 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.47% | 0.77% | Q3 2022 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Alexandria Capital, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
MBA Advisors LLC | 5 | 5 | 0.40% | 1.88% | 3.37% | Q3 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 5 |
OLD DOMINION CAPITAL MANAGEMENT INC | 5 | 5 | 3.78% | 4.88% | 6.33% | Q2 2020 | Q2 2021 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 3.12% | 12.86% | 29.29% | Q1 2022 | Q3 2023 | 5 |
Pacific Center for Financial Services | 3 | 2 | 0.09% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 5 |
Paulson Wealth Management Inc. | 5 | 5 | 3.02% | 3.70% | 4.53% | Q3 2022 | Q3 2023 | 5 |
Barber Financial Group, Inc. | 3 | 2 | 0.05% | 0.10% | 0.17% | Q3 2019 | Q1 2022 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 5 |
ACUTE INVESTMENT ADVISORY, LLC | 5 | 5 | 7.55% | 33.94% | 54.36% | Q3 2022 | Q3 2023 | 5 |
Pure Financial Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q3 2017 | 5 |
ARS Wealth Advisors Group, LLC | 5 | 5 | 0.20% | 0.56% | 0.92% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.07% | 1.35% | 2.80% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.13% | 0.35% | Q3 2022 | Q3 2023 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 0.60% | 2.62% | 4.02% | Q1 2021 | Q1 2022 | 5 |
Sunbelt Securities, Inc. | 5 | 5 | 0.12% | 0.82% | 1.49% | Q4 2018 | Q4 2019 | 5 |
Tidal Investments LLC | 3 | 2 | 0.01% | 0.06% | 0.15% | Q1 2020 | Q2 2023 | 5 |
AEGON USA Investment Management, LLC | 5 | 5 | 0.01% | 0.10% | 0.44% | Q2 2013 | Q2 2014 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.58% | 0.98% | 1.39% | Q3 2019 | Q3 2020 | 5 |
Salient Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.38% | 0.42% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Cedar Wealth Management, LLC | 5 | 5 | 0.02% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.08% | 0.12% | 0.24% | Q3 2020 | Q3 2023 | 5 |
Marks Wealth, LLC | 5 | 5 | 8.11% | 38.98% | 70.88% | Q2 2022 | Q2 2023 | 5 |
Jordan Park Group LLC | 5 | 5 | 2.74% | 5.67% | 7.83% | Q2 2019 | Q2 2020 | 5 |
Vivaldi Capital Management LP | 4 | 1 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Adams Wealth Management | 5 | 5 | 0.15% | 0.33% | 0.51% | Q1 2022 | Q1 2023 | 5 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.08% | 0.20% | 0.33% | Q4 2019 | Q4 2020 | 5 |
Lake Hills Wealth Management, LLC | 4 | 1 | 0.59% | 6.39% | 16.18% | Q2 2022 | Q3 2023 | 5 |
Rinkey Investments | 5 | 5 | 0.58% | 0.67% | 0.83% | Q3 2022 | Q3 2023 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.29% | 2.49% | 4.26% | Q2 2020 | Q2 2021 | 5 |
MONROE BANK & TRUST/MI | 5 | 5 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q2 2014 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.10% | 0.52% | 1.38% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 2.01% | 5.72% | 9.20% | Q1 2022 | Q1 2023 | 5 |
Veracity Capital LLC | 5 | 5 | 0.92% | 1.15% | 1.28% | Q2 2022 | Q2 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2021 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.19% | 0.32% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.01% | 2.51% | 3.52% | Q4 2020 | Q3 2023 | 5 |
Endowment Wealth Management, Inc. | 5 | 5 | 0.19% | 0.22% | 0.25% | Q2 2022 | Q2 2023 | 5 |
Walkner Condon Financial Advisors LLC | 3 | 2 | 0.19% | 0.22% | 0.25% | Q3 2020 | Q3 2023 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.15% | 0.41% | 0.49% | Q3 2022 | Q3 2023 | 5 |
StrongBox Wealth, LLC | 5 | 5 | 0.51% | 2.11% | 3.95% | Q1 2020 | Q1 2021 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 2.08% | 2.69% | 3.10% | Q2 2022 | Q2 2023 | 5 |
Strategic Investment Advisors / MI | 5 | 5 | 0.13% | 0.36% | 1.17% | Q2 2019 | Q2 2020 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
NWAM LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
NVWM, LLC | 2 | 1 | 0.00% | 0.17% | 0.31% | Q3 2020 | Q3 2022 | 5 |
Continuum Advisory, LLC | 3 | 2 | 0.22% | 0.82% | 1.48% | Q1 2020 | Q3 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.08% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Bull Oak Capital, LLC | 5 | 5 | 4.06% | 5.39% | 7.67% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 1 | 0.03% | 0.20% | 0.44% | Q1 2020 | Q1 2023 | 5 |
Crane Advisory, LLC | 5 | 5 | 14.26% | 15.84% | 17.20% | Q3 2022 | Q3 2023 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.12% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Gradient Capital Advisors, LLC | 5 | 5 | 0.37% | 0.48% | 0.59% | Q2 2020 | Q2 2021 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.16% | 0.33% | 0.44% | Q4 2018 | Q4 2019 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Carmel Capital Partners, LLC | 4 | 4 | 1.38% | 1.56% | 1.74% | Q4 2021 | Q3 2022 | 4 |
Empirical Finance, LLC | 3 | 1 | 0.46% | 0.85% | 1.33% | Q4 2016 | Q4 2022 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 2 | 2 | 2.72% | 4.28% | 7.91% | Q1 2018 | Q1 2019 | 4 |
Triumph Capital Management | 4 | 4 | 0.52% | 1.62% | 2.89% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 4 |
Paradigm Financial Partners, LLC | 3 | 1 | 0.08% | 0.24% | 0.60% | Q4 2018 | Q2 2020 | 4 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 0.56% | 0.87% | Q3 2022 | Q3 2023 | 4 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q1 2019 | 4 |
Cranbrook Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.05% | 0.32% | 0.62% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 0.20% | 2.49% | 3.80% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q2 2022 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.35% | 0.64% | 0.76% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.19% | 0.33% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.19% | 0.62% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 2 | 1 | 0.24% | 0.35% | 0.46% | Q1 2015 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 4 |
Knowledge Leaders Capital, LLC | 2 | 1 | 2.86% | 7.56% | 18.43% | Q3 2018 | Q2 2023 | 4 |
BAINCO INTERNATIONAL INVESTORS | 4 | 4 | 0.09% | 0.18% | 0.30% | Q1 2020 | Q4 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.48% | 1.80% | Q3 2014 | Q2 2015 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.10% | 0.14% | Q2 2013 | Q4 2014 | 4 |
Concord Wealth Partners | 4 | 4 | 1.79% | 3.01% | 4.25% | Q4 2022 | Q3 2023 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.50% | 0.55% | 0.65% | Q4 2021 | Q3 2022 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.20% | 0.34% | Q3 2017 | Q2 2019 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.16% | 0.19% | 0.23% | Q1 2019 | Q4 2019 | 4 |
Bridge Advisory, LLC | 4 | 4 | 1.00% | 1.19% | 1.58% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.03% | 1.20% | 2.50% | Q3 2022 | Q2 2023 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Northland Capital Management LLC | 4 | 4 | 0.25% | 8.16% | 15.78% | Q4 2022 | Q3 2023 | 4 |
Coe Capital Management, LLC | 4 | 4 | 0.32% | 0.36% | 0.42% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.19% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
New Capital Management LP | 3 | 1 | 0.19% | 2.21% | 3.92% | Q3 2022 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.03% | 1.79% | 6.82% | Q2 2013 | Q1 2014 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.86% | 0.89% | 0.92% | Q4 2018 | Q3 2019 | 4 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 4 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q1 2020 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 4 |
Capital Investment Services of America, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.04% | 0.16% | 0.45% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.14% | 0.40% | 0.79% | Q2 2019 | Q1 2020 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wick Capital Partners, LLC | 1 | 1 | 0.22% | 0.37% | 0.47% | Q4 2021 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 2.48% | 3.02% | 3.47% | Q4 2022 | Q3 2023 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.24% | 3.20% | 11.00% | Q4 2021 | Q3 2022 | 4 |
SWMG, LLC | 4 | 4 | 10.06% | 10.25% | 10.70% | Q3 2022 | Q2 2023 | 4 |
AdvisorShares Investments LLC | 3 | 1 | 0.08% | 0.82% | 2.02% | Q1 2020 | Q3 2021 | 4 |
INSPIRION WEALTH ADVISORS, LLC | 4 | 4 | 0.38% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 2.76% | 3.01% | 3.30% | Q4 2021 | Q3 2022 | 4 |
Core Wealth Partners LLC | 4 | 4 | 2.98% | 3.54% | 4.35% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 2 | 2 | 0.04% | 0.24% | 0.58% | Q3 2020 | Q3 2023 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 35.44% | 37.19% | 39.10% | Q4 2022 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Baron Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Executive Wealth Management, LLC | 4 | 4 | 0.03% | 1.23% | 4.20% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Advisors | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.14% | 1.20% | 3.22% | Q1 2019 | Q4 2019 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 1.96% | 2.77% | 3.19% | Q3 2020 | Q3 2023 | 4 |
Aries Wealth Management | 4 | 4 | 0.36% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.01% | 0.16% | 0.33% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 1.31% | 2.29% | 2.93% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 3.43% | 4.28% | 5.85% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.05% | 0.17% | 0.30% | Q3 2020 | Q2 2021 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.30% | 0.40% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Relative Value Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.01% | 2.08% | 8.25% | Q4 2018 | Q3 2019 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 1 | 0.00% | 0.20% | 0.57% | Q4 2019 | Q1 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.11% | 0.38% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.35% | 0.44% | 0.54% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.07% | 0.18% | Q3 2020 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.03% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q3 2021 | 4 |
Centennial Wealth Advisory LLC | 3 | 1 | 0.65% | 1.07% | 1.56% | Q1 2021 | Q3 2022 | 4 |
Advisor Resource Council | 1 | 1 | 0.33% | 0.37% | 0.43% | Q2 2021 | Q1 2023 | 4 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
FundX Investment Group, LLC | 2 | 2 | 0.11% | 4.23% | 12.16% | Q4 2018 | Q2 2020 | 4 |
PBMares Wealth Management LLC | 4 | 4 | 0.09% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.48% | 0.90% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Robinson Value Management, Ltd. | 3 | 1 | 0.04% | 6.99% | 9.68% | Q2 2019 | Q3 2023 | 4 |
Opus Capital Group, LLC | 4 | 4 | 2.88% | 4.69% | 6.99% | Q2 2019 | Q1 2020 | 4 |
PFG Advisors | 4 | 4 | 0.03% | 0.22% | 0.44% | Q4 2022 | Q3 2023 | 4 |
KCS Wealth Advisory | 3 | 1 | 0.24% | 2.14% | 4.12% | Q1 2018 | Q3 2019 | 4 |
Levy Wealth Management Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.90% | 1.57% | 1.85% | Q2 2020 | Q1 2021 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Leucadia National | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLC Capital Advisors | 4 | 4 | 1.82% | 2.34% | 2.95% | Q3 2022 | Q2 2023 | 4 |
Financial Architects, Inc | 3 | 1 | 0.02% | 0.05% | 0.09% | Q3 2013 | Q2 2015 | 4 |
High Note Wealth, LLC | 4 | 4 | 0.31% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Heritage Wealth Partners, LLC | 4 | 4 | 0.77% | 1.84% | 3.67% | Q4 2022 | Q3 2023 | 4 |
Elm Partners Management LLC | 4 | 4 | 0.00% | 0.28% | 0.79% | Q3 2019 | Q2 2020 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.41% | 0.63% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Trust Co | 4 | 4 | 6.29% | 8.94% | 10.02% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Avory & Company, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.54% | 0.59% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Peregrine Asset Advisers, Inc. | 4 | 4 | 0.18% | 0.24% | 0.28% | Q3 2022 | Q2 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 3.09% | 3.69% | 4.73% | Q4 2022 | Q3 2023 | 4 |
Aprio Wealth Management, LLC | 4 | 4 | 0.20% | 9.09% | 20.71% | Q4 2019 | Q3 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.13% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Trilogy Capital Inc. | 3 | 3 | 0.60% | 0.69% | 0.77% | Q1 2020 | Q3 2020 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.20% | 0.30% | 0.41% | Q1 2023 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.23% | 0.43% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Inspire Investing, LLC | 3 | 3 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Chanos & Co LP | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q2 2022 | Q4 2022 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q2 2016 | 3 |
Allen Capital Group, LLC | 3 | 3 | 1.54% | 1.62% | 1.68% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q3 2018 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.13% | 0.27% | 0.54% | Q1 2023 | Q3 2023 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.29% | 1.67% | 4.38% | Q3 2013 | Q2 2022 | 3 |
Innova Wealth Partners | 3 | 3 | 0.30% | 0.77% | 1.18% | Q1 2023 | Q3 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q1 2023 | 3 |
Latitude Advisors, LLC | 2 | 1 | 1.40% | 3.78% | 7.18% | Q2 2022 | Q1 2023 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.96% | 1.95% | 2.46% | Q1 2023 | Q3 2023 | 3 |
Accredited Investors Inc. | 3 | 3 | 4.28% | 6.46% | 7.86% | Q1 2023 | Q3 2023 | 3 |
Eagle Ridge Investment Management | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Baron Wealth Management LLC | 3 | 3 | 0.23% | 0.26% | 0.28% | Q2 2023 | Q4 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Cardinal Point Wealth Management Partners, LLC | 3 | 3 | 1.67% | 1.81% | 2.08% | Q4 2021 | Q2 2022 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.17% | 0.26% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q2 2017 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.06% | 0.19% | 0.43% | Q4 2022 | Q2 2023 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.24% | 0.28% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Birchcreek Wealth Management, LLC | 3 | 3 | 2.53% | 3.13% | 3.59% | Q1 2023 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.28% | 0.31% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 5.22% | 6.69% | 7.92% | Q1 2023 | Q3 2023 | 3 |
WJ Wealth Management, LLC | 3 | 3 | 7.12% | 7.46% | 7.80% | Q1 2023 | Q3 2023 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.33% | 0.53% | 0.65% | Q1 2022 | Q3 2022 | 3 |
EXCALIBUR MANAGEMENT CORP | 3 | 3 | 0.29% | 0.63% | 1.28% | Q4 2019 | Q2 2020 | 3 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.00% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Pensionmark Financial Group, LLC | 2 | 1 | 0.10% | 0.15% | 0.26% | Q1 2020 | Q4 2022 | 3 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.10% | 0.20% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.05% | 0.53% | 1.08% | Q1 2022 | Q4 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 2.03% | 2.16% | 2.36% | Q4 2014 | Q2 2015 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q2 2023 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.06% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Vahanian & Associates Financial Planning Inc. | 3 | 3 | 1.30% | 1.52% | 1.68% | Q3 2022 | Q1 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.33% | 1.43% | 2.06% | Q1 2023 | Q3 2023 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.16% | 0.24% | 0.30% | Q1 2022 | Q3 2022 | 3 |
Client First Capital LLC | 3 | 3 | 13.32% | 18.59% | 24.34% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2013 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 3.18% | 3.41% | 3.64% | Q2 2022 | Q4 2022 | 3 |
Ruggie Capital Group | 2 | 1 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q2 2019 | 3 |
WealthStone, Inc. | 3 | 3 | 0.75% | 2.52% | 5.19% | Q2 2019 | Q4 2019 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 5.55% | 5.70% | 5.81% | Q1 2023 | Q3 2023 | 3 |
Lionsbridge Wealth Management LLC | 2 | 1 | 0.32% | 2.99% | 4.48% | Q1 2020 | Q1 2021 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
USCA RIA LLC | 3 | 3 | 0.07% | 0.21% | 0.28% | Q2 2014 | Q4 2014 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
McElhenny Sheffield Capital Management, LLC | 3 | 3 | 0.10% | 0.24% | 0.38% | Q1 2022 | Q3 2022 | 3 |
J.Safra Asset Management Corp | 2 | 1 | 0.00% | 13.05% | 38.96% | Q4 2019 | Q3 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q1 2019 | 3 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.04% | 0.19% | 0.41% | Q3 2021 | Q3 2023 | 3 |
Drexel Morgan & Co. | 3 | 3 | 1.22% | 1.26% | 1.29% | Q1 2016 | Q3 2016 | 3 |
Level Financial Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.05% | 0.08% | 0.13% | Q1 2015 | Q3 2015 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 3 |
Demars Financial Group, LLC | 3 | 3 | 0.24% | 0.28% | 0.33% | Q4 2019 | Q2 2020 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.14% | 0.43% | Q2 2020 | Q4 2020 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.57% | 2.53% | 3.95% | Q3 2021 | Q2 2022 | 3 |
Firsthand Capital Management, Inc. | 2 | 1 | 2.56% | 4.84% | 6.86% | Q1 2016 | Q4 2016 | 3 |
SURIENCE PRIVATE WEALTH LLC | 2 | 1 | 7.33% | 8.91% | 11.00% | Q3 2022 | Q3 2023 | 3 |
Trek Financial, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q2 2019 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.37% | 0.78% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Cougar Global Investments Ltd | 3 | 3 | 3.36% | 3.54% | 3.69% | Q2 2019 | Q4 2019 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.30% | 0.62% | Q3 2018 | Q1 2019 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.13% | 0.68% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Evergreen Advisors, LLC | 3 | 3 | 0.49% | 0.65% | 0.86% | Q1 2020 | Q3 2020 | 3 |
Western Financial Corp/CA | 3 | 3 | 1.05% | 1.08% | 1.11% | Q1 2023 | Q3 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 3 | 3 | 36.24% | 38.44% | 41.80% | Q1 2023 | Q3 2023 | 3 |
IVC Wealth Advisors LLC | 3 | 3 | 0.32% | 0.39% | 0.46% | Q2 2021 | Q4 2021 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.08% | 0.16% | 0.26% | Q4 2021 | Q2 2022 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 1.08% | 4.02% | 9.51% | Q3 2022 | Q3 2023 | 3 |
ERn Financial, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.32% | 0.44% | 0.54% | Q2 2020 | Q4 2020 | 3 |
Rosenberg Matthew Hamilton | 2 | 1 | 0.01% | 0.23% | 0.34% | Q2 2020 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.10% | 0.18% | 0.25% | Q1 2023 | Q3 2023 | 3 |
MEANS INVESTMENT CO., INC. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
TRUST CO OF OKLAHOMA | 3 | 3 | 0.24% | 0.31% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Bromfield Sneider Wealth Advisors | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q4 2023 | 3 |
Strategic Financial Services, Inc, | 2 | 1 | 0.05% | 0.13% | 0.16% | Q3 2017 | Q4 2020 | 3 |
Colonial Trust Co / SC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
BAILARD, INC. | 2 | 1 | 0.02% | 2.47% | 3.83% | Q1 2018 | Q1 2019 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.13% | 0.34% | 0.49% | Q4 2019 | Q2 2020 | 3 |
Cordant, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.09% | 0.58% | 0.92% | Q3 2020 | Q1 2021 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.01% | 0.11% | 0.30% | Q1 2023 | Q3 2023 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 3 |
Selway Asset Management | 3 | 3 | 1.33% | 3.71% | 6.45% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.17% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.42% | 0.51% | 0.58% | Q4 2017 | Q4 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Hoese & Co LLP | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q4 2023 | 3 |
Foster Group, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MOULTON WEALTH MANAGEMENT, INC | 3 | 3 | 16.99% | 20.67% | 25.37% | Q1 2020 | Q3 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
RDA Financial Network | 3 | 3 | 0.83% | 1.06% | 1.20% | Q1 2023 | Q3 2023 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 3.73% | 4.47% | 5.22% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2021 | 2 |
BAHL & GAYNOR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2021 | Q3 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.04% | 0.25% | 0.45% | Q4 2022 | Q1 2023 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Maryland Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.50% | 0.54% | 0.58% | Q2 2018 | Q3 2018 | 2 |
Windhaven Investment Management, Inc. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q2 2014 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ALPS ADVISORS INC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q3 2013 | Q3 2015 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 3.26% | 3.76% | 4.27% | Q2 2022 | Q3 2022 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Lion Street Advisors, LLC | 2 | 2 | 0.51% | 2.60% | 4.69% | Q4 2019 | Q1 2020 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.89% | 1.19% | 1.48% | Q3 2023 | Q4 2023 | 2 |
Omega Financial Group, LLC | 2 | 2 | 0.45% | 0.46% | 0.47% | Q2 2020 | Q3 2020 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.41% | 0.49% | 0.57% | Q2 2016 | Q3 2016 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.18% | 0.22% | 0.27% | Q2 2021 | Q3 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
BANK OF THE WEST | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q1 2022 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q3 2015 | 2 |
TRIAD FINANCIAL ADVISORS, INC. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Weatherstone Capital Management | 2 | 2 | 3.49% | 15.94% | 28.39% | Q2 2018 | Q3 2018 | 2 |
SMI Advisory Services, LLC | 2 | 2 | 0.20% | 0.41% | 0.61% | Q4 2021 | Q1 2022 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Plancorp, LLC | 1 | 1 | 0.27% | 0.29% | 0.30% | Q1 2015 | Q3 2015 | 2 |
Sompo Asset Management Co., Ltd. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.14% | 0.18% | 0.22% | Q3 2014 | Q2 2022 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JACOBS ASSET MANAGEMENT, LLC | 2 | 2 | 0.56% | 2.42% | 4.28% | Q1 2017 | Q2 2017 | 2 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 19.76% | 23.66% | 27.57% | Q3 2019 | Q4 2019 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 0.65% | 0.96% | 1.28% | Q1 2022 | Q2 2022 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.35% | 1.92% | 3.48% | Q2 2023 | Q3 2023 | 2 |
LWMG, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
UDINE WEALTH MANAGEMENT, INC. | 2 | 2 | 10.99% | 11.63% | 12.26% | Q2 2023 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.19% | 5.88% | 11.57% | Q4 2021 | Q1 2022 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PROFESSIONAL PLANNING | 1 | 1 | 0.13% | 0.17% | 0.21% | Q2 2020 | Q4 2020 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.06% | 0.70% | 1.34% | Q1 2020 | Q2 2020 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
EdgeRock Capital LLC | 2 | 2 | 0.48% | 0.58% | 0.69% | Q1 2023 | Q2 2023 | 2 |
Covalis Capital LLP | 2 | 2 | 0.23% | 0.86% | 1.50% | Q4 2020 | Q1 2021 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Liquid Strategies, LLC | 2 | 2 | 0.01% | 0.32% | 0.62% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Yarbrough Capital, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q1 2023 | Q2 2023 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
Advisor OS, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.80% | 0.84% | 0.89% | Q2 2023 | Q3 2023 | 2 |
WADE G W & INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.05% | 0.55% | 1.05% | Q3 2018 | Q4 2018 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q2 2023 | 2 |
Financial & Tax Architects, LLC | 1 | 1 | 0.32% | 0.49% | 0.66% | Q2 2021 | Q1 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.57% | 1.06% | Q4 2022 | Q3 2023 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 2 |
Brickley Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Americana Partners, LLC | 2 | 2 | 1.58% | 2.96% | 4.33% | Q2 2023 | Q3 2023 | 2 |
KANALY TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
KWB Wealth | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Fortress Wealth Group, LLC | 1 | 1 | 0.78% | 4.22% | 7.66% | Q4 2022 | Q3 2023 | 2 |
Clearwater Capital Advisors, LLC | 2 | 2 | 5.42% | 5.50% | 5.57% | Q2 2020 | Q3 2020 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 11.37% | 12.06% | 12.75% | Q3 2018 | Q4 2018 | 2 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.36% | 1.20% | 2.03% | Q2 2023 | Q3 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 2.79% | 2.81% | 2.83% | Q2 2023 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.45% | 0.88% | Q2 2020 | Q2 2021 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
MayTech Global Investments, LLC | 2 | 2 | 0.11% | 0.29% | 0.47% | Q2 2020 | Q3 2020 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q2 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Stewardship Financial Advisors, LLC | 2 | 2 | 1.04% | 1.09% | 1.14% | Q4 2015 | Q1 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q2 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.14% | 0.44% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.86% | 1.06% | 1.26% | Q1 2020 | Q2 2020 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 3.97% | 4.06% | 4.14% | Q2 2023 | Q3 2023 | 2 |
Seven Post Investment Office LP | 2 | 2 | 1.41% | 1.42% | 1.43% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.07% | 0.25% | 0.42% | Q4 2021 | Q3 2022 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.21% | 0.40% | Q4 2015 | Q1 2017 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.66% | 1.47% | 2.28% | Q2 2020 | Q3 2020 | 2 |
Semus Wealth Partners LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q4 2022 | Q1 2023 | 2 |
G&S Capital LLC | 2 | 2 | 0.79% | 1.08% | 1.36% | Q1 2020 | Q2 2020 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.50% | 0.56% | 0.62% | Q2 2018 | Q3 2018 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.14% | 0.18% | 0.21% | Q2 2019 | Q3 2019 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 2 |
ESG Planning | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.79% | 0.81% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.12% | 0.22% | 0.33% | Q1 2015 | Q2 2015 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.76% | 0.87% | 0.98% | Q3 2022 | Q4 2022 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 4.63% | 5.51% | 6.39% | Q1 2022 | Q2 2022 | 2 |
PITCAIRN CO | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.13% | 0.20% | 0.28% | Q4 2013 | Q1 2014 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.58% | 1.16% | Q1 2022 | Q3 2022 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 3.57% | 4.82% | 6.08% | Q4 2016 | Q1 2017 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 4.80% | 16.46% | 28.11% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q4 2022 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.27% | 0.37% | 0.46% | Q4 2022 | Q1 2023 | 2 |
6 Meridian | 2 | 2 | 0.18% | 0.25% | 0.32% | Q3 2020 | Q4 2020 | 2 |
Portfolio Strategies Inc | 1 | 1 | 4.82% | 6.70% | 8.59% | Q1 2017 | Q3 2017 | 2 |
Fountainhead AM, LLC | 2 | 2 | 0.88% | 1.02% | 1.15% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
RAYMOND JAMES TRUST CO. OF NH | 2 | 2 | 1.43% | 1.60% | 1.78% | Q1 2022 | Q2 2022 | 2 |
Strategic Equity Management | 2 | 2 | 4.87% | 7.02% | 9.18% | Q2 2022 | Q3 2022 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.08% | 0.15% | Q1 2020 | Q1 2021 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 2.98% | 3.68% | 4.38% | Q3 2019 | Q2 2020 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.88% | 1.75% | Q4 2018 | Q2 2022 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 9.52% | 11.41% | 13.30% | Q2 2022 | Q1 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
BBT Capital Management, LLC | 2 | 2 | 13.70% | 21.02% | 28.34% | Q1 2019 | Q2 2019 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2020 | Q3 2022 | 2 |
TTP Investments, Inc. | 2 | 2 | 0.64% | 0.96% | 1.28% | Q3 2019 | Q4 2019 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 8.14% | 8.99% | 9.84% | Q2 2022 | Q3 2022 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Valmark Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Private Vista, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2019 | Q4 2019 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Five Oceans Advisors | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Reliant Wealth Planning | 1 | 1 | 8.70% | 8.70% | 8.70% | Q1 2022 | Q1 2022 | 1 |
Truadvice, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
Moreno Evelyn V | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 6.17% | 6.17% | 6.17% | Q2 2013 | Q2 2013 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TCW GROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Strategic Family Wealth Counselors, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2018 | Q4 2018 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2022 | Q1 2022 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2017 | Q4 2017 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2020 | Q4 2020 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MRA Advisory Group | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2023 | Q3 2023 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 3.38% | 3.38% | 3.38% | Q3 2023 | Q3 2023 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 5.85% | 5.85% | 5.85% | Q2 2021 | Q2 2021 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2020 | Q1 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
Park Place Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Certified Advisory Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Global Atlantic Investment Advisors, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q4 2014 | Q4 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Prostatis Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.20% | 5.20% | 5.20% | Q2 2022 | Q2 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Schubert & Co | 1 | 1 | 3.34% | 3.34% | 3.34% | Q4 2021 | Q4 2021 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2022 | Q3 2022 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Black Diamond Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q2 2022 | Q2 2022 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2023 | Q1 2023 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Q3 Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2023 | Q4 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Summit Financial, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2020 | Q1 2020 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 8.72% | 8.72% | 8.72% | Q1 2023 | Q1 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
MAS Advisors LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Three Bridge Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CSM Advisors, LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q2 2021 | Q2 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2020 | Q2 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Friedenthal Financial | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2018 | Q4 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2020 | Q1 2020 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Hudson Capital Management LLC | 1 | 1 | 7.59% | 7.59% | 7.59% | Q2 2020 | Q2 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 7.35% | 7.35% | 7.35% | Q1 2020 | Q1 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
MACRO Consulting Group | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Shone Asset Management LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2020 | Q1 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 20.83% | 20.83% | 20.83% | Q4 2018 | Q4 2018 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2018 | Q4 2018 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EASTERN BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Insight Wealth Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q1 2019 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2023 | Q4 2023 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Windham Capital Management, LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2020 | Q1 2020 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 2.75% | 2.75% | 2.75% | Q3 2022 | Q3 2022 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q4 2018 | Q4 2018 | 1 |
LifePro Asset Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Altavista Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.