Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 40 | 20 | 0.00% | 0.03% | 0.10% | Q1 2009 | Q2 2024 | 62 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 59 |
Goldstein Munger & Associates | 52 | 52 | 0.19% | 0.57% | 2.29% | Q4 2009 | Q3 2022 | 52 |
Zhang Financial LLC | 50 | 50 | 0.30% | 4.00% | 9.57% | Q1 2012 | Q2 2024 | 50 |
GOLDMAN SACHS GROUP INC | 45 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q2 2024 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.11% | 0.26% | 0.37% | Q4 2010 | Q3 2022 | 48 |
US BANCORP \DE\ | 45 | 45 | 0.00% | 0.42% | 0.88% | Q2 2013 | Q2 2024 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 47 | 47 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2024 | 47 |
Capital Analysts, LLC | 30 | 16 | 0.00% | 0.08% | 0.53% | Q4 2012 | Q2 2024 | 46 |
COMMERCE BANK | 46 | 46 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q2 2024 | 46 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2024 | 45 |
Savant Capital, LLC | 45 | 45 | 0.59% | 1.22% | 2.57% | Q2 2013 | Q2 2024 | 45 |
CITIGROUP INC | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Bank of New York Mellon Corp | 45 | 45 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 45 |
JONES FINANCIAL COMPANIES LLLP | 45 | 45 | 0.88% | 2.40% | 3.33% | Q2 2013 | Q2 2024 | 45 |
ENVESTNET ASSET MANAGEMENT INC | 45 | 45 | 0.11% | 0.56% | 1.42% | Q2 2013 | Q2 2024 | 45 |
ASPIRIANT, LLC | 45 | 45 | 0.13% | 1.48% | 4.37% | Q2 2013 | Q2 2024 | 45 |
NATIXIS ADVISORS, LLC | 45 | 45 | 0.05% | 0.66% | 1.80% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2024 | 45 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 45 | 45 | 1.93% | 4.59% | 7.58% | Q2 2013 | Q2 2024 | 45 |
GFS Advisors, LLC | 45 | 45 | 0.01% | 0.29% | 0.68% | Q2 2013 | Q2 2024 | 45 |
BROWN ADVISORY INC | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2024 | 45 |
Carlson Capital Management | 45 | 45 | 0.02% | 1.86% | 3.40% | Q2 2013 | Q2 2024 | 45 |
1834 INVESTMENT ADVISORS CO | 45 | 45 | 0.05% | 0.44% | 1.31% | Q2 2013 | Q2 2024 | 45 |
GHP Investment Advisors, Inc. | 45 | 45 | 0.03% | 0.31% | 1.16% | Q2 2013 | Q2 2024 | 45 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45 | 45 | 0.01% | 0.12% | 0.82% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.01% | 0.15% | 0.49% | Q2 2013 | Q2 2024 | 45 |
BANK OF MONTREAL /CAN/ | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2024 | 45 |
ALESCO ADVISORS LLC | 45 | 45 | 0.19% | 1.17% | 2.80% | Q2 2013 | Q2 2024 | 45 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 45 | 45 | 0.52% | 2.26% | 4.20% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.07% | 0.13% | 0.29% | Q2 2013 | Q2 2024 | 45 |
FIDUCIARY TRUST CO | 45 | 45 | 0.01% | 0.91% | 6.03% | Q2 2013 | Q2 2024 | 45 |
Efficient Advisors, LLC | 45 | 45 | 0.48% | 4.17% | 7.80% | Q2 2013 | Q2 2024 | 45 |
FIFTH THIRD BANCORP | 45 | 45 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q2 2024 | 45 |
AMERIPRISE FINANCIAL INC | 45 | 45 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q2 2024 | 45 |
NORTHERN TRUST CORP | 45 | 45 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 45 |
FIRST HAWAIIAN BANK | 45 | 45 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2024 | 45 |
Parkside Financial Bank & Trust | 45 | 45 | 0.36% | 0.97% | 3.64% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 45 | 45 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q2 2024 | 45 |
BOKF, NA | 32 | 12 | 0.05% | 0.24% | 0.43% | Q2 2013 | Q2 2024 | 44 |
Cetera Advisor Networks LLC | 44 | 44 | 0.01% | 0.07% | 0.30% | Q1 2013 | Q4 2023 | 44 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 44 | 44 | 0.01% | 0.94% | 2.73% | Q2 2013 | Q1 2024 | 44 |
Creative Planning | 36 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 44 |
JPMORGAN CHASE & CO | 40 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2024 | 44 |
TRUIST FINANCIAL CORP | 44 | 44 | 0.06% | 0.46% | 1.01% | Q2 2013 | Q1 2024 | 44 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31 | 13 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q2 2024 | 44 |
GLENMEDE TRUST CO NA | 24 | 20 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2024 | 44 |
FMR LLC | 31 | 13 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2024 | 44 |
HighTower Advisors, LLC | 44 | 44 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q2 2024 | 44 |
M&T BANK CORP | 25 | 18 | 0.00% | 0.40% | 0.99% | Q3 2013 | Q2 2024 | 43 |
Checchi Capital Advisers, LLC | 43 | 43 | 0.21% | 0.77% | 2.78% | Q4 2013 | Q2 2024 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.13% | 0.40% | Q4 2012 | Q2 2023 | 43 |
Cranbrook Wealth Management, LLC | 43 | 43 | 0.69% | 3.86% | 10.98% | Q4 2013 | Q2 2024 | 43 |
Evanson Asset Management, LLC | 43 | 43 | 0.04% | 0.19% | 0.56% | Q4 2013 | Q2 2024 | 43 |
Cetera Advisors LLC | 43 | 43 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q4 2023 | 43 |
STIFEL FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2024 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 14 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2024 | 42 |
COLONY GROUP LLC | 42 | 42 | 0.01% | 0.10% | 0.81% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 41 | 41 | 0.02% | 0.11% | 0.25% | Q2 2014 | Q2 2024 | 41 |
TCI Wealth Advisors, Inc. | 39 | 2 | 0.00% | 0.03% | 0.19% | Q4 2012 | Q1 2023 | 41 |
CONNING INC. | 41 | 41 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q2 2024 | 41 |
One Capital Management, LLC | 34 | 7 | 0.01% | 1.65% | 4.39% | Q1 2014 | Q2 2024 | 41 |
SOL Capital Management CO | 39 | 39 | 0.08% | 0.54% | 0.75% | Q4 2014 | Q2 2024 | 39 |
UBS Group AG | 39 | 39 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2024 | 39 |
Sequoia Financial Advisors, LLC | 38 | 1 | 0.01% | 0.40% | 4.24% | Q4 2013 | Q2 2024 | 39 |
Wealth Architects, LLC | 39 | 39 | 0.06% | 0.22% | 0.85% | Q4 2014 | Q2 2024 | 39 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 11 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q2 2024 | 39 |
Neumann Capital Management, LLC | 39 | 39 | 0.13% | 0.64% | 1.21% | Q4 2014 | Q2 2024 | 39 |
PINNACLE FINANCIAL PARTNERS INC | 39 | 39 | 0.03% | 0.24% | 0.72% | Q4 2014 | Q2 2024 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.05% | 0.09% | 0.25% | Q2 2013 | Q3 2022 | 38 |
Brinker Capital Investments, LLC | 38 | 38 | 0.00% | 1.56% | 5.47% | Q3 2013 | Q4 2022 | 38 |
BLAIR WILLIAM & CO/IL | 36 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 38 |
Plancorp, LLC | 31 | 1 | 0.63% | 3.33% | 10.43% | Q4 2013 | Q2 2024 | 38 |
BRR OpCo, LLC | 38 | 38 | 0.10% | 0.75% | 5.38% | Q2 2013 | Q3 2022 | 38 |
FIRST AMERICAN TRUST, FSB | 37 | 37 | 0.46% | 0.90% | 1.90% | Q2 2015 | Q2 2024 | 37 |
ASSETMARK, INC | 24 | 1 | 0.00% | 0.04% | 0.31% | Q3 2013 | Q2 2024 | 37 |
AMERICAN CENTURY COMPANIES INC | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 37 |
Advisory Services Network, LLC | 30 | 7 | 0.00% | 0.13% | 0.28% | Q1 2015 | Q2 2024 | 37 |
B. Riley Wealth Advisors, Inc. | 35 | 1 | 0.00% | 0.17% | 0.56% | Q2 2014 | Q2 2024 | 37 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.04% | 0.25% | Q3 2014 | Q2 2024 | 37 |
Voya Financial Advisors, Inc. | 35 | 1 | 0.04% | 0.10% | 0.21% | Q1 2015 | Q2 2024 | 36 |
FDx Advisors, Inc. | 18 | 1 | 0.02% | 0.15% | 0.46% | Q2 2014 | Q4 2023 | 36 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 36 | 36 | 0.08% | 0.25% | 0.47% | Q3 2013 | Q2 2022 | 36 |
MML INVESTORS SERVICES, LLC | 29 | 7 | 0.03% | 2.01% | 9.99% | Q2 2015 | Q2 2024 | 36 |
Moisand Fitzgerald Tamayo, LLC | 35 | 35 | 0.03% | 0.15% | 0.39% | Q4 2015 | Q2 2024 | 35 |
FAS Wealth Partners, Inc. | 35 | 35 | 1.27% | 2.30% | 3.85% | Q4 2015 | Q2 2024 | 35 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 8 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2024 | 35 |
SouthState Corp | 35 | 35 | 0.04% | 0.07% | 0.11% | Q4 2015 | Q2 2024 | 35 |
CIBC Private Wealth Group LLC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 35 |
Tradewinds Capital Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2022 | 35 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.06% | 0.11% | 0.24% | Q2 2013 | Q3 2021 | 34 |
HSBC HOLDINGS PLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 34 |
Avior Wealth Management, LLC | 34 | 34 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q2 2024 | 34 |
Raymond James Financial Services Advisors, Inc. | 34 | 34 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2024 | 34 |
IFP Advisors, Inc | 20 | 14 | 0.00% | 0.08% | 0.23% | Q4 2015 | Q2 2024 | 34 |
Geneos Wealth Management Inc. | 34 | 34 | 0.07% | 0.16% | 0.56% | Q1 2016 | Q2 2024 | 34 |
MYCIO WEALTH PARTNERS, LLC | 27 | 7 | 0.02% | 0.11% | 0.37% | Q2 2013 | Q2 2024 | 34 |
SCS Capital Management LLC | 23 | 3 | 0.09% | 0.95% | 3.14% | Q2 2014 | Q1 2024 | 34 |
Asset Dedication, LLC | 26 | 8 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q2 2024 | 34 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.24% | 0.58% | 0.84% | Q2 2013 | Q3 2021 | 34 |
WRAPMANAGER INC | 17 | 16 | 0.07% | 0.15% | 0.21% | Q4 2015 | Q2 2024 | 33 |
LINCOLN NATIONAL CORP | 33 | 33 | 0.02% | 0.09% | 0.31% | Q1 2016 | Q1 2024 | 33 |
GIRARD PARTNERS LTD. | 33 | 33 | 0.12% | 0.50% | 0.99% | Q2 2016 | Q2 2024 | 33 |
Janney Montgomery Scott LLC | 20 | 1 | 0.00% | 0.27% | 0.75% | Q4 2014 | Q2 2024 | 33 |
Wealthcare Advisory Partners LLC | 33 | 33 | 0.13% | 0.22% | 0.40% | Q2 2016 | Q2 2024 | 33 |
Advisory Alpha, LLC | 30 | 2 | 0.01% | 0.33% | 0.90% | Q3 2015 | Q1 2024 | 32 |
TIEDEMANN ADVISORS, LLC | 32 | 32 | 0.02% | 0.34% | 1.32% | Q4 2015 | Q3 2023 | 32 |
Atria Investments, Inc | 17 | 1 | 0.02% | 0.30% | 0.72% | Q1 2016 | Q2 2024 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2021 | 32 |
CITY HOLDING CO | 28 | 4 | 0.00% | 0.24% | 0.52% | Q4 2013 | Q2 2024 | 32 |
Morningstar Investment Services LLC | 32 | 32 | 0.48% | 1.34% | 1.96% | Q3 2016 | Q2 2024 | 32 |
NORTHWEST WEALTH MANAGEMENT, LLC | 31 | 31 | 1.27% | 1.79% | 2.77% | Q4 2016 | Q2 2024 | 31 |
Parallel Advisors, LLC | 31 | 31 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2024 | 31 |
Glen Eagle Advisors, LLC | 31 | 31 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q2 2024 | 31 |
Patriot Financial Group Insurance Agency, LLC | 31 | 31 | 0.02% | 0.26% | 0.68% | Q4 2016 | Q2 2024 | 31 |
CWM, LLC | 19 | 1 | 0.00% | 1.32% | 2.53% | Q1 2016 | Q2 2024 | 31 |
AE Wealth Management LLC | 31 | 31 | 0.08% | 0.84% | 1.52% | Q4 2016 | Q2 2024 | 31 |
COMERICA BANK | 22 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 31 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 5 | 0.05% | 0.16% | 0.70% | Q4 2014 | Q3 2022 | 31 |
Gilbert & Cook, Inc. | 31 | 31 | 0.06% | 0.79% | 1.76% | Q4 2016 | Q2 2024 | 31 |
Symmetry Partners, LLC | 31 | 31 | 1.50% | 3.59% | 7.28% | Q4 2016 | Q2 2024 | 31 |
Global Retirement Partners, LLC | 20 | 10 | 0.03% | 0.10% | 0.23% | Q4 2016 | Q2 2024 | 30 |
CIBC WORLD MARKET INC. | 26 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 30 |
Baker Avenue Asset Management, LP | 17 | 4 | 0.00% | 1.23% | 2.60% | Q3 2013 | Q3 2023 | 30 |
Simplicity Solutions, LLC | 29 | 1 | 0.03% | 0.82% | 2.07% | Q2 2016 | Q4 2023 | 30 |
RiverFront Investment Group, LLC | 15 | 6 | 0.48% | 2.01% | 5.30% | Q2 2013 | Q2 2024 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 30 |
Harbour Capital Advisors, LLC | 23 | 1 | 0.10% | 0.34% | 0.72% | Q2 2016 | Q2 2024 | 30 |
Merriman Wealth Management, LLC | 26 | 1 | 0.04% | 0.69% | 7.67% | Q3 2013 | Q2 2024 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 4 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q2 2024 | 30 |
Cetera Investment Advisers | 30 | 30 | 0.18% | 0.44% | 0.73% | Q4 2016 | Q1 2024 | 30 |
Mariner, LLC | 28 | 1 | 0.00% | 0.09% | 0.42% | Q3 2016 | Q2 2024 | 29 |
DUBUQUE BANK & TRUST CO | 16 | 4 | 0.00% | 1.60% | 4.15% | Q1 2015 | Q3 2023 | 29 |
PALLADIUM PARTNERS LLC | 29 | 29 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q2 2020 | 29 |
Kingsview Wealth Management, LLC | 29 | 29 | 0.01% | 0.07% | 0.22% | Q2 2017 | Q2 2024 | 29 |
Family Firm, Inc. | 29 | 29 | 0.11% | 0.14% | 0.21% | Q2 2017 | Q2 2024 | 29 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.05% | 0.22% | Q1 2014 | Q2 2024 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 21 | 8 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q2 2024 | 29 |
PARK AVENUE SECURITIES LLC | 17 | 1 | 0.52% | 3.10% | 5.80% | Q4 2014 | Q2 2024 | 28 |
WEALTHSOURCE PARTNERS, LLC | 16 | 12 | 0.07% | 1.31% | 3.57% | Q1 2016 | Q4 2023 | 28 |
Accredited Investors Inc. | 14 | 1 | 0.08% | 2.52% | 6.78% | Q4 2015 | Q2 2024 | 28 |
Arete Wealth Advisors, LLC | 19 | 1 | 0.06% | 0.64% | 1.42% | Q4 2013 | Q2 2024 | 28 |
United Asset Strategies, Inc. | 17 | 11 | 0.08% | 0.33% | 0.55% | Q2 2017 | Q2 2024 | 28 |
TD Capital Management LLC | 28 | 28 | 0.00% | 1.40% | 4.77% | Q2 2013 | Q1 2020 | 28 |
CAPTRUST FINANCIAL ADVISORS | 17 | 11 | 0.00% | 0.05% | 0.25% | Q2 2017 | Q2 2024 | 28 |
FRANKLIN RESOURCES INC | 21 | 7 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q2 2024 | 28 |
CONDOR CAPITAL MANAGEMENT | 27 | 27 | 0.17% | 0.34% | 0.78% | Q2 2013 | Q4 2019 | 27 |
BALASA DINVERNO & FOLTZ LLC | 12 | 1 | 0.02% | 0.07% | 0.57% | Q3 2013 | Q3 2022 | 27 |
ALLIANCEBERNSTEIN L.P. | 27 | 27 | 0.04% | 0.10% | 0.19% | Q4 2017 | Q2 2024 | 27 |
Independence Bank of Kentucky | 27 | 27 | 0.00% | 0.06% | 0.40% | Q4 2017 | Q2 2024 | 27 |
Front Row Advisors LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 27 |
Gradient Investments LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2024 | 27 |
Valeo Financial Advisors, LLC | 15 | 12 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q2 2024 | 27 |
180 WEALTH ADVISORS, LLC | 27 | 27 | 0.72% | 1.00% | 1.71% | Q4 2017 | Q2 2024 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q4 2019 | 27 |
AdvisorNet Financial, Inc | 27 | 27 | 0.05% | 0.32% | 0.50% | Q4 2017 | Q2 2024 | 27 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23 | 1 | 0.06% | 1.43% | 2.63% | Q4 2014 | Q2 2024 | 27 |
Larson Financial Group LLC | 27 | 27 | 0.18% | 2.97% | 9.31% | Q4 2017 | Q2 2024 | 27 |
Global Trust Asset Management, LLC | 27 | 27 | 0.00% | 0.09% | 0.64% | Q4 2017 | Q2 2024 | 27 |
CPWM, LLC | 25 | 1 | 0.02% | 0.18% | 0.29% | Q4 2011 | Q3 2022 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q2 2024 | 27 |
McIlrath & Eck, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2024 | 27 |
PrairieView Partners, LLC | 27 | 27 | 0.70% | 2.45% | 4.66% | Q4 2017 | Q2 2024 | 27 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2024 | 26 |
Bryn Mawr Capital Management, LLC | 26 | 26 | 0.03% | 0.58% | 1.35% | Q1 2018 | Q2 2024 | 26 |
Parkside Advisors LLC | 26 | 26 | 0.19% | 6.91% | 8.23% | Q4 2013 | Q1 2020 | 26 |
Autus Asset Management, LLC | 25 | 1 | 0.04% | 0.09% | 0.14% | Q2 2015 | Q4 2021 | 26 |
ATLAS CAPITAL ADVISORS LLC | 26 | 26 | 0.46% | 0.92% | 1.61% | Q1 2018 | Q2 2024 | 26 |
REGIONS FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 24 | 1 | 0.00% | 0.11% | 0.29% | Q2 2017 | Q2 2024 | 25 |
WHITTIER TRUST CO | 25 | 25 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q2 2024 | 25 |
FIRST MANHATTAN CO. LLC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2024 | 25 |
Ifrah Financial Services, Inc. | 15 | 1 | 0.17% | 1.35% | 3.72% | Q3 2013 | Q2 2024 | 25 |
BALDWIN BROTHERS LLC/MA | 16 | 9 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 18 | 1 | 0.00% | 0.09% | 0.62% | Q2 2017 | Q2 2024 | 25 |
CENTRAL TRUST Co | 21 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2024 | 25 |
TELEMUS CAPITAL, LLC | 9 | 2 | 0.02% | 0.11% | 0.26% | Q3 2013 | Q4 2023 | 25 |
Versant Capital Management, Inc | 25 | 25 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q2 2024 | 25 |
Clearstead Advisors, LLC | 23 | 2 | 0.02% | 0.07% | 0.50% | Q4 2016 | Q2 2024 | 25 |
D.A. DAVIDSON & CO. | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 25 |
BTC Capital Management, Inc. | 8 | 2 | 0.07% | 0.17% | 0.82% | Q1 2015 | Q3 2022 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q2 2024 | 25 |
Baird Financial Group, Inc. | 24 | 24 | 0.00% | 0.15% | 0.27% | Q3 2018 | Q2 2024 | 24 |
BESSEMER GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2024 | 24 |
Kistler-Tiffany Companies, LLC | 15 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 24 |
Integrated Wealth Concepts LLC | 22 | 2 | 0.01% | 0.58% | 1.51% | Q4 2017 | Q2 2024 | 24 |
Wakefield Asset Management LLLP | 24 | 24 | 1.90% | 4.79% | 7.31% | Q3 2018 | Q2 2024 | 24 |
Pinnacle Bancorp, Inc. | 23 | 1 | 0.01% | 0.17% | 0.33% | Q1 2017 | Q2 2024 | 24 |
BB&T SECURITIES, LLC | 16 | 8 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2019 | 24 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.11% | 0.25% | Q1 2017 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.42% | 0.89% | Q3 2018 | Q2 2024 | 24 |
Narwhal Capital Management | 24 | 24 | 0.14% | 0.23% | 0.34% | Q3 2013 | Q2 2019 | 24 |
Laurel Wealth Advisors, Inc. | 19 | 5 | 0.02% | 0.11% | 0.17% | Q4 2015 | Q4 2022 | 24 |
Ausdal Financial Partners, Inc. | 12 | 3 | 0.03% | 0.39% | 0.84% | Q4 2015 | Q1 2024 | 24 |
Nicholas Hoffman & Company, LLC. | 23 | 23 | 0.05% | 0.55% | 1.82% | Q4 2018 | Q2 2024 | 23 |
WEDBUSH SECURITIES INC | 19 | 4 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q2 2024 | 23 |
STALEY CAPITAL ADVISERS INC | 23 | 23 | 0.23% | 0.38% | 0.57% | Q4 2018 | Q2 2024 | 23 |
Wambolt & Associates, LLC | 23 | 23 | 0.18% | 0.80% | 1.34% | Q4 2018 | Q2 2024 | 23 |
CRA Financial Services, LLC | 23 | 23 | 0.06% | 0.21% | 2.08% | Q4 2018 | Q2 2024 | 23 |
VPR Management LLC | 23 | 23 | 0.05% | 0.23% | 0.71% | Q4 2018 | Q2 2024 | 23 |
Avantax Planning Partners, Inc. | 11 | 1 | 0.01% | 0.14% | 0.40% | Q4 2016 | Q2 2024 | 23 |
Legacy Bridge, LLC | 23 | 23 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q2 2024 | 23 |
MA Private Wealth | 23 | 23 | 0.11% | 1.12% | 5.51% | Q4 2018 | Q2 2024 | 23 |
Waverly Advisors, LLC | 23 | 23 | 0.06% | 0.32% | 1.17% | Q4 2018 | Q2 2024 | 23 |
Bogart Wealth, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q2 2024 | 23 |
Global Wealth Management Investment Advisory, Inc. | 23 | 23 | 0.23% | 1.01% | 1.76% | Q4 2018 | Q2 2024 | 23 |
American Financial Advisors, LLC | 23 | 23 | 0.11% | 0.64% | 3.08% | Q4 2018 | Q2 2024 | 23 |
Regal Investment Advisors LLC | 13 | 10 | 0.00% | 0.27% | 0.65% | Q2 2013 | Q2 2024 | 23 |
Covenant Partners, LLC | 23 | 23 | 4.67% | 8.17% | 13.64% | Q4 2018 | Q2 2024 | 23 |
NorthRock Partners, LLC | 23 | 23 | 0.03% | 0.75% | 3.09% | Q4 2018 | Q2 2024 | 23 |
NOMURA HOLDINGS INC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2019 | 23 |
WALLER FINANCIAL PLANNING GROUP, INC | 23 | 23 | 1.36% | 2.44% | 4.28% | Q4 2018 | Q2 2024 | 23 |
FinTrust Capital Advisors, LLC | 23 | 23 | 0.01% | 0.11% | 0.28% | Q4 2018 | Q2 2024 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q1 2019 | 23 |
TOWNSQUARE CAPITAL LLC | 23 | 23 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q2 2024 | 23 |
OneDigital Investment Advisors LLC | 9 | 6 | 0.00% | 0.44% | 1.89% | Q2 2017 | Q2 2024 | 23 |
RAYMOND JAMES TRUST N.A. | 14 | 9 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2024 | 23 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 23 |
PRINCIPAL FINANCIAL GROUP INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 23 |
MOTCO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 21 | 1 | 0.00% | 0.37% | 0.56% | Q2 2018 | Q2 2024 | 22 |
MERCER GLOBAL ADVISORS INC /ADV | 22 | 22 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q2 2024 | 22 |
EP Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.08% | 0.62% | Q4 2014 | Q2 2024 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2024 | 22 |
Pensionmark Financial Group, LLC | 21 | 1 | 0.13% | 0.39% | 1.08% | Q4 2018 | Q2 2024 | 22 |
Capital Investment Advisory Services, LLC | 16 | 6 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q2 2024 | 22 |
Rinet Co LLC | 19 | 3 | 0.06% | 15.16% | 27.26% | Q3 2015 | Q3 2021 | 22 |
Fragasso Financial Advisors Inc | 21 | 1 | 0.06% | 0.16% | 0.84% | Q4 2018 | Q2 2024 | 22 |
Capital Asset Advisory Services LLC | 19 | 3 | 0.00% | 0.23% | 1.72% | Q4 2016 | Q2 2024 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 22 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 17 | 5 | 4.57% | 5.18% | 6.08% | Q4 2018 | Q2 2024 | 22 |
Disciplina Capital Management LLC | 22 | 22 | 0.00% | 0.55% | 1.84% | Q1 2019 | Q2 2024 | 22 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 11 | 0.52% | 1.18% | 3.79% | Q4 2018 | Q2 2024 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2024 | 21 |
BOK Financial Private Wealth, Inc. | 18 | 3 | 0.04% | 1.14% | 2.40% | Q4 2015 | Q2 2024 | 21 |
S. R. Schill & Associates | 21 | 21 | 2.08% | 4.19% | 5.63% | Q4 2014 | Q4 2019 | 21 |
North Star Investment Management Corp. | 21 | 21 | 0.16% | 0.28% | 0.42% | Q2 2019 | Q2 2024 | 21 |
OPPENHEIMER & CO INC | 9 | 1 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q2 2024 | 21 |
ALERUS FINANCIAL NA | 21 | 21 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q3 2022 | 21 |
Rehmann Capital Advisory Group | 14 | 2 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2024 | 21 |
Beacon Pointe Advisors, LLC | 15 | 6 | 0.04% | 0.37% | 0.81% | Q4 2018 | Q2 2024 | 21 |
Focused Wealth Management, Inc | 10 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 1 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q2 2024 | 21 |
WESBANCO BANK INC | 10 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q4 2022 | 21 |
IFG Advisory, LLC | 20 | 20 | 0.06% | 0.16% | 0.24% | Q3 2019 | Q2 2024 | 20 |
Alera Investment Advisors, LLC | 18 | 2 | 0.03% | 0.28% | 0.57% | Q4 2018 | Q2 2024 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q2 2024 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.81% | 2.45% | 4.56% | Q4 2016 | Q3 2021 | 20 |
WealthShield Partners, LLC | 14 | 6 | 0.01% | 0.88% | 1.96% | Q4 2017 | Q2 2024 | 20 |
SVA Wealth Management, LLC | 20 | 20 | 0.04% | 0.21% | 0.70% | Q4 2013 | Q3 2018 | 20 |
SYM FINANCIAL Corp | 19 | 1 | 0.00% | 0.14% | 1.23% | Q2 2018 | Q3 2023 | 20 |
Modera Wealth Management, LLC | 15 | 5 | 0.09% | 1.16% | 2.71% | Q2 2013 | Q2 2024 | 20 |
People's United Financial, Inc. | 20 | 20 | 0.01% | 0.29% | 0.71% | Q2 2017 | Q1 2022 | 20 |
MIDDLETON & CO INC/MA | 20 | 20 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q2 2022 | 20 |
Hapanowicz & Associates Financial Services, Inc | 20 | 20 | 6.33% | 8.41% | 11.30% | Q4 2016 | Q3 2021 | 20 |
First Allied Advisory Services, Inc. | 13 | 7 | 0.01% | 0.02% | 0.08% | Q1 2015 | Q3 2020 | 20 |
BARTLETT & CO. WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2024 | 20 |
WealthPLAN Partners, LLC | 7 | 1 | 0.00% | 0.22% | 0.99% | Q3 2016 | Q2 2024 | 20 |
MISSION WEALTH MANAGEMENT, LP | 20 | 20 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q2 2024 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.14% | 0.38% | Q4 2017 | Q3 2022 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.10% | Q3 2019 | Q2 2024 | 20 |
Ironwood Financial, llc | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2019 | 20 |
Jolley Asset Management, LLC | 20 | 20 | 0.23% | 0.30% | 0.37% | Q4 2013 | Q3 2018 | 20 |
Allworth Financial LP | 19 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q2 2024 | 20 |
RNC CAPITAL MANAGEMENT LLC | 19 | 1 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q2 2023 | 20 |
Avion Wealth | 20 | 20 | 0.00% | 0.05% | 0.39% | Q3 2019 | Q2 2024 | 20 |
Diversified Trust Co | 20 | 20 | 0.46% | 4.05% | 10.35% | Q4 2016 | Q3 2021 | 20 |
Disciplined Investments, LLC | 19 | 19 | 0.60% | 1.33% | 2.08% | Q4 2019 | Q2 2024 | 19 |
ASSOCIATED BANC-CORP | 19 | 19 | 0.01% | 0.13% | 0.33% | Q4 2019 | Q2 2024 | 19 |
Hudock, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 19 |
Choate Investment Advisors | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 19 |
MATRIX PRIVATE CAPITAL GROUP LLC | 19 | 19 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q2 2024 | 19 |
Financial Engines Advisors L.L.C. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2024 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.09% | 0.20% | Q4 2019 | Q2 2024 | 19 |
Wealth Alliance | 19 | 19 | 0.53% | 1.34% | 2.02% | Q4 2019 | Q2 2024 | 19 |
Key FInancial Inc | 19 | 19 | 0.14% | 0.53% | 1.44% | Q4 2019 | Q2 2024 | 19 |
Cassaday & Co Inc. | 18 | 1 | 0.01% | 0.59% | 4.72% | Q2 2015 | Q4 2021 | 19 |
Dynamic Advisor Solutions LLC | 8 | 4 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q2 2024 | 19 |
Prospera Financial Services Inc | 13 | 6 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q2 2024 | 19 |
Perigon Wealth Management, LLC | 18 | 1 | 0.02% | 0.26% | 0.48% | Q3 2011 | Q2 2024 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Samalin Investment Counsel, LLC | 19 | 19 | 0.24% | 0.31% | 0.38% | Q4 2019 | Q2 2024 | 19 |
HighMark Wealth Management LLC | 19 | 19 | 0.03% | 10.78% | 12.84% | Q4 2019 | Q2 2024 | 19 |
Unison Advisors LLC | 19 | 19 | 0.20% | 1.56% | 3.19% | Q4 2017 | Q2 2022 | 19 |
TD PRIVATE CLIENT WEALTH LLC | 19 | 19 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q2 2024 | 19 |
BDO Wealth Advisors, LLC | 19 | 19 | 0.02% | 0.16% | 0.49% | Q4 2018 | Q2 2023 | 19 |
Ullmann Wealth Partners Group, LLC | 19 | 19 | 0.10% | 1.60% | 5.02% | Q4 2016 | Q2 2021 | 19 |
Private Ocean, LLC | 14 | 5 | 0.02% | 0.05% | 0.16% | Q4 2013 | Q2 2024 | 19 |
BALLAST ADVISORS LLC | 19 | 19 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q2 2024 | 19 |
Steigerwald, Gordon & Koch Inc. | 18 | 18 | 0.77% | 1.84% | 2.42% | Q1 2012 | Q2 2016 | 18 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 18 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 18 |
Rosenberg Matthew Hamilton | 18 | 18 | 0.04% | 0.22% | 0.98% | Q1 2020 | Q2 2024 | 18 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.07% | 0.42% | Q3 2014 | Q4 2021 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.01% | 0.32% | 0.56% | Q1 2020 | Q2 2024 | 18 |
RDA Financial Network | 14 | 1 | 0.08% | 0.86% | 1.47% | Q1 2019 | Q2 2024 | 18 |
Stone House Investment Management, LLC | 13 | 5 | 1.48% | 4.06% | 6.28% | Q4 2016 | Q2 2024 | 18 |
Powell Investment Advisors, LLC | 18 | 18 | 0.02% | 0.04% | 0.29% | Q1 2020 | Q2 2024 | 18 |
Sowell Financial Services LLC | 10 | 8 | 0.00% | 0.08% | 0.20% | Q3 2019 | Q2 2024 | 18 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 18 |
N.E.W. Advisory Services LLC | 17 | 1 | 0.82% | 1.94% | 2.80% | Q4 2019 | Q2 2024 | 18 |
ASHFORD CAPITAL MANAGEMENT INC | 18 | 18 | 0.04% | 1.22% | 2.91% | Q2 2013 | Q3 2017 | 18 |
Center for Financial Planning, Inc. | 18 | 18 | 0.06% | 0.10% | 0.22% | Q1 2020 | Q2 2024 | 18 |
TSFG, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2024 | 18 |
CHEMICAL BANK | 18 | 18 | 0.03% | 0.07% | 0.13% | Q1 2015 | Q2 2019 | 18 |
Madden Advisory Services, Inc. | 18 | 18 | 0.25% | 0.30% | 0.58% | Q1 2020 | Q2 2024 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.16% | 0.22% | 0.32% | Q1 2020 | Q2 2024 | 18 |
Equitable Holdings, Inc. | 18 | 18 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q2 2024 | 18 |
PITCAIRN CO | 17 | 1 | 0.06% | 0.43% | 4.48% | Q4 2018 | Q2 2024 | 18 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.20% | Q3 2013 | Q3 2022 | 18 |
MARINO, STRAM & ASSOCIATES LLC | 12 | 6 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q2 2024 | 18 |
TOBIAS FINANCIAL ADVISORS, INC. | 10 | 8 | 0.23% | 0.40% | 1.06% | Q4 2019 | Q2 2024 | 18 |
Independence Advisors, LLC | 18 | 18 | 1.86% | 2.73% | 4.19% | Q2 2016 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2024 | 18 |
Wilshire Advisors LLC | 18 | 18 | 1.65% | 6.25% | 9.96% | Q3 2017 | Q4 2021 | 18 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.11% | 0.54% | Q2 2013 | Q2 2017 | 17 |
JNBA Financial Advisors | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2024 | 17 |
ALTFEST L J & CO INC | 16 | 1 | 0.11% | 0.22% | 1.58% | Q1 2017 | Q2 2024 | 17 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 10 | 7 | 0.12% | 0.23% | 0.72% | Q1 2020 | Q2 2024 | 17 |
Apella Capital, LLC | 12 | 5 | 0.48% | 1.37% | 2.83% | Q1 2020 | Q2 2024 | 17 |
Northwest Bancshares, Inc. | 17 | 17 | 0.06% | 0.13% | 0.21% | Q2 2020 | Q2 2024 | 17 |
CVA Family Office, LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2024 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 6 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2022 | 17 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 17 | 17 | 0.16% | 0.41% | 0.75% | Q4 2019 | Q4 2023 | 17 |
WASHINGTON TRUST BANK | 6 | 1 | 0.01% | 0.14% | 0.56% | Q4 2014 | Q2 2024 | 17 |
Csenge Advisory Group | 15 | 1 | 0.03% | 0.17% | 0.32% | Q4 2019 | Q2 2024 | 17 |
Mount Yale Investment Advisors, LLC | 14 | 3 | 0.01% | 0.35% | 0.69% | Q1 2018 | Q2 2024 | 17 |
StrategIQ Financial Group, LLC | 17 | 17 | 0.25% | 1.25% | 1.90% | Q4 2019 | Q4 2023 | 17 |
Continuum Advisory, LLC | 13 | 1 | 0.03% | 0.13% | 0.21% | Q2 2017 | Q2 2024 | 17 |
Financial Synergies Wealth Advisors, Inc. | 17 | 17 | 2.84% | 5.63% | 6.89% | Q2 2020 | Q2 2024 | 17 |
Baystate Wealth Management LLC | 12 | 5 | 0.00% | 0.12% | 0.32% | Q4 2017 | Q4 2023 | 17 |
BCS Wealth Management | 14 | 3 | 0.08% | 0.13% | 0.26% | Q4 2019 | Q1 2024 | 17 |
IHT Wealth Management, LLC | 8 | 4 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q2 2024 | 17 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 3 | 0.02% | 0.05% | 0.29% | Q2 2015 | Q2 2024 | 17 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2024 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.05% | 0.20% | 0.35% | Q1 2015 | Q1 2019 | 17 |
Financial Advocates Investment Management | 12 | 1 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q2 2024 | 17 |
Sigma Planning Corp | 14 | 3 | 0.02% | 0.16% | 0.81% | Q1 2017 | Q2 2024 | 17 |
GREENWOOD CAPITAL ASSOCIATES LLC | 16 | 1 | 0.05% | 0.41% | 1.09% | Q4 2019 | Q1 2024 | 17 |
Kovack Advisors, Inc. | 14 | 3 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q2 2024 | 17 |
Kestra Advisory Services, LLC | 16 | 16 | 0.02% | 0.24% | 0.40% | Q3 2020 | Q2 2024 | 16 |
Summit Financial Strategies, Inc. | 16 | 16 | 0.33% | 2.89% | 6.63% | Q3 2020 | Q2 2024 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 2 | 0.01% | 0.03% | 0.14% | Q4 2019 | Q2 2024 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 5 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2022 | 16 |
Cypress Wealth Services, LLC | 14 | 2 | 0.09% | 1.59% | 2.74% | Q4 2017 | Q2 2024 | 16 |
Orion Portfolio Solutions, LLC | 11 | 2 | 0.01% | 0.14% | 0.37% | Q4 2019 | Q2 2024 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.04% | 0.38% | 0.88% | Q4 2018 | Q2 2024 | 16 |
Financial Perspectives, Inc | 16 | 16 | 0.00% | 0.26% | 0.52% | Q3 2020 | Q2 2024 | 16 |
LS Investment Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Retirement Group, LLC | 16 | 16 | 0.00% | 0.05% | 0.19% | Q2 2020 | Q1 2024 | 16 |
Total Wealth Planning, LLC | 10 | 6 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q2 2024 | 16 |
Bernicke Wealth Management, Ltd. | 16 | 16 | 0.33% | 0.80% | 2.41% | Q4 2014 | Q3 2018 | 16 |
Fund Evaluation Group, LLC | 16 | 16 | 0.17% | 0.32% | 0.43% | Q2 2020 | Q1 2024 | 16 |
PBMares Wealth Management LLC | 15 | 15 | 0.08% | 0.23% | 0.59% | Q4 2020 | Q2 2024 | 15 |
Johnson Financial Group, Inc. | 14 | 1 | 0.00% | 0.62% | 2.31% | Q3 2014 | Q2 2024 | 15 |
Clear Creek Financial Management, LLC | 9 | 6 | 0.03% | 0.57% | 2.91% | Q2 2019 | Q2 2024 | 15 |
COLLECTIVE FAMILY OFFICE LLC | 15 | 15 | 0.87% | 1.17% | 1.45% | Q4 2020 | Q2 2024 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 1.06% | 2.36% | 3.07% | Q4 2020 | Q2 2024 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Mascoma Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2024 | 15 |
USCA RIA LLC | 11 | 4 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q2 2021 | 15 |
Windward Private Wealth Management Inc. | 15 | 15 | 0.62% | 0.74% | 0.89% | Q4 2020 | Q2 2024 | 15 |
Latitude Advisors, LLC | 15 | 15 | 0.24% | 0.46% | 0.64% | Q4 2020 | Q2 2024 | 15 |
Foster Group, Inc. | 15 | 15 | 0.02% | 0.09% | 0.24% | Q4 2020 | Q2 2024 | 15 |
Sterling Capital Management LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2019 | 15 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q2 2024 | 15 |
Patten Group, Inc. | 12 | 1 | 0.01% | 0.16% | 0.36% | Q2 2017 | Q2 2024 | 15 |
1st Global Advisors, Inc. | 15 | 15 | 0.56% | 0.76% | 0.96% | Q2 2013 | Q4 2016 | 15 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2018 | 15 |
COREPATH WEALTH PARTNERS LLC | 15 | 15 | 4.37% | 5.74% | 6.33% | Q4 2020 | Q2 2024 | 15 |
SOA Wealth Advisors, LLC. | 15 | 15 | 0.05% | 0.16% | 0.33% | Q4 2020 | Q2 2024 | 15 |
Hanlon Investment Management, Inc. | 14 | 1 | 0.05% | 0.24% | 0.38% | Q2 2019 | Q2 2024 | 15 |
AMG National Trust Bank | 15 | 15 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q2 2024 | 15 |
Essex Savings Bank | 15 | 15 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q2 2024 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.05% | 1.43% | 2.04% | Q3 2019 | Q2 2024 | 15 |
MGO ONE SEVEN LLC | 7 | 2 | 0.03% | 0.12% | 0.39% | Q4 2017 | Q2 2024 | 15 |
Vontobel Holding Ltd. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2024 | 15 |
SAX WEALTH ADVISORS, LLC | 15 | 15 | 0.22% | 0.65% | 1.39% | Q4 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q4 2019 | 15 |
LexAurum Advisors, LLC | 14 | 1 | 0.14% | 0.26% | 0.37% | Q1 2020 | Q2 2024 | 15 |
Fountainhead AM, LLC | 15 | 15 | 1.96% | 3.23% | 5.25% | Q4 2020 | Q2 2024 | 15 |
McLean Asset Management Corp | 15 | 15 | 2.85% | 4.74% | 9.41% | Q4 2020 | Q2 2024 | 15 |
Source Financial Advisors LLC | 15 | 15 | 0.28% | 0.59% | 1.15% | Q4 2020 | Q2 2024 | 15 |
Concorde Asset Management, LLC | 14 | 1 | 0.32% | 1.70% | 3.42% | Q3 2017 | Q2 2024 | 15 |
Stegner Investment Associates Inc. | 8 | 7 | 0.83% | 1.86% | 2.83% | Q3 2020 | Q2 2024 | 15 |
TRUE Private Wealth Advisors | 14 | 1 | 0.00% | 0.19% | 0.32% | Q3 2018 | Q2 2024 | 15 |
Polaris Wealth Advisory Group, LLC | 7 | 1 | 0.00% | 0.18% | 0.31% | Q4 2013 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2024 | 15 |
Prosperity Planning, Inc. | 15 | 15 | 0.11% | 0.25% | 0.48% | Q4 2020 | Q2 2024 | 15 |
Horst & Graben Wealth Management LLC | 14 | 14 | 1.89% | 3.71% | 4.86% | Q1 2021 | Q2 2024 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q2 2024 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.23% | 0.78% | Q1 2015 | Q2 2024 | 14 |
Brookstone Capital Management | 14 | 14 | 0.07% | 0.17% | 0.36% | Q1 2021 | Q2 2024 | 14 |
OAK FAMILY ADVISORS, LLC | 8 | 6 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q2 2024 | 14 |
Clark Capital Management Group, Inc. | 11 | 3 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q4 2023 | 14 |
Global Financial Private Client, LLC | 14 | 14 | 0.05% | 0.45% | 0.98% | Q1 2021 | Q2 2024 | 14 |
Spire Wealth Management | 14 | 14 | 0.15% | 0.27% | 0.34% | Q1 2021 | Q2 2024 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2024 | 14 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.42% | 0.61% | 0.84% | Q4 2020 | Q1 2024 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 14 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q2 2024 | 14 |
HC FINANCIAL ADVISORS INC | 14 | 14 | 0.02% | 0.53% | 1.59% | Q1 2019 | Q2 2022 | 14 |
Jackson Hole Capital Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2024 | 14 |
Pettinga Financial Advisors LLC | 14 | 14 | 1.78% | 5.20% | 6.59% | Q1 2021 | Q2 2024 | 14 |
TUCKER ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 14 |
1ST SOURCE BANK | 14 | 14 | 0.43% | 0.93% | 1.17% | Q1 2021 | Q2 2024 | 14 |
Waldron Private Wealth LLC | 8 | 6 | 0.01% | 0.25% | 0.60% | Q4 2016 | Q2 2024 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 14 | 14 | 0.09% | 0.20% | 0.33% | Q1 2021 | Q2 2024 | 14 |
Beacon Financial Advisory LLC | 14 | 14 | 0.15% | 0.35% | 0.52% | Q1 2021 | Q2 2024 | 14 |
Hobart Private Capital, LLC | 14 | 14 | 0.11% | 3.22% | 6.68% | Q1 2021 | Q2 2024 | 14 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2024 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2024 | 14 |
Bray Capital Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Van Hulzen Asset Management, LLC | 14 | 14 | 0.46% | 0.96% | 1.80% | Q1 2021 | Q2 2024 | 14 |
Lantz Financial LLC | 14 | 14 | 0.16% | 0.96% | 1.33% | Q1 2021 | Q2 2024 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.07% | 0.16% | 0.34% | Q1 2021 | Q2 2024 | 14 |
Sharkey, Howes & Javer | 14 | 14 | 1.79% | 4.07% | 5.25% | Q1 2021 | Q2 2024 | 14 |
Sage Mountain Advisors LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2024 | 14 |
SteelPeak Wealth, LLC | 14 | 14 | 0.36% | 0.97% | 1.36% | Q1 2021 | Q2 2024 | 14 |
Austin Private Wealth, LLC | 14 | 14 | 1.53% | 2.62% | 3.83% | Q1 2021 | Q2 2024 | 14 |
BBVA USA Bancshares, Inc. | 14 | 14 | 0.03% | 0.10% | 0.14% | Q4 2017 | Q1 2021 | 14 |
One Wealth Advisors, LLC | 14 | 14 | 1.44% | 2.37% | 3.51% | Q1 2021 | Q2 2024 | 14 |
PAX Financial Group, LLC | 14 | 14 | 0.85% | 3.10% | 5.18% | Q1 2021 | Q2 2024 | 14 |
Cooper Financial Group | 14 | 14 | 0.16% | 1.30% | 4.50% | Q1 2021 | Q2 2024 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.11% | 0.22% | 0.46% | Q1 2021 | Q2 2024 | 14 |
CreativeOne Wealth, LLC | 14 | 14 | 0.02% | 0.30% | 1.58% | Q1 2021 | Q2 2024 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 1.44% | 4.13% | 5.29% | Q1 2021 | Q2 2024 | 14 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.07% | 0.74% | Q3 2015 | Q2 2024 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.46% | 1.11% | 2.25% | Q1 2021 | Q2 2024 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.13% | 0.21% | Q2 2018 | Q1 2024 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.06% | 0.22% | 0.63% | Q1 2021 | Q2 2024 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.17% | 0.51% | 0.85% | Q1 2021 | Q2 2024 | 14 |
ALPS ADVISORS INC | 14 | 14 | 0.11% | 0.14% | 0.19% | Q3 2016 | Q4 2019 | 14 |
High Falls Advisors, Inc | 14 | 14 | 2.20% | 5.19% | 6.66% | Q1 2021 | Q2 2024 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.01% | 0.30% | 0.42% | Q1 2021 | Q2 2024 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2024 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q2 2024 | 14 |
Crestone Asset Management LLC | 14 | 14 | 0.06% | 3.54% | 6.36% | Q4 2020 | Q1 2024 | 14 |
Trek Financial, LLC | 14 | 14 | 0.29% | 0.60% | 0.93% | Q1 2021 | Q2 2024 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.09% | 0.21% | 0.36% | Q1 2021 | Q2 2024 | 14 |
Private Capital Group, LLC | 7 | 1 | 0.00% | 0.13% | 0.38% | Q4 2017 | Q2 2022 | 14 |
GeoWealth Management, LLC | 13 | 1 | 0.05% | 0.19% | 0.33% | Q4 2020 | Q2 2024 | 14 |
Invst, LLC | 14 | 14 | 1.00% | 2.59% | 6.04% | Q1 2021 | Q2 2024 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 14 | 0.15% | 0.43% | 0.78% | Q1 2016 | Q2 2019 | 14 |
Snowden Capital Advisors LLC | 14 | 14 | 0.12% | 0.24% | 0.30% | Q1 2021 | Q2 2024 | 14 |
Fortis Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q2 2024 | 14 |
Falcon Wealth Planning | 14 | 14 | 0.08% | 0.18% | 0.29% | Q1 2021 | Q2 2024 | 14 |
FIFTH THIRD SECURITIES, INC. | 12 | 2 | 0.04% | 0.16% | 1.35% | Q1 2016 | Q2 2024 | 14 |
Belpointe Asset Management LLC | 12 | 1 | 0.02% | 0.11% | 0.17% | Q3 2018 | Q4 2023 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.70% | 1.13% | 1.58% | Q1 2021 | Q2 2024 | 14 |
ROPES WEALTH ADVISORS LLC | 14 | 14 | 0.10% | 0.14% | 0.16% | Q2 2016 | Q3 2019 | 14 |
Copperleaf Capital, LLC | 14 | 14 | 1.74% | 2.70% | 3.38% | Q1 2021 | Q2 2024 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 6 | 0.54% | 2.31% | 4.69% | Q4 2020 | Q2 2024 | 14 |
CULLEN/FROST BANKERS, INC. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.18% | 0.57% | 0.88% | Q1 2021 | Q2 2024 | 14 |
CONNABLE OFFICE INC | 14 | 14 | 1.12% | 2.53% | 4.66% | Q1 2021 | Q2 2024 | 14 |
LOGAN CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.04% | 0.23% | Q1 2016 | Q2 2024 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.25% | 2.51% | 4.55% | Q4 2019 | Q1 2023 | 14 |
Bay Harbor Wealth Management, LLC | 14 | 14 | 1.01% | 2.47% | 3.14% | Q1 2021 | Q2 2024 | 14 |
Campion Asset Management | 14 | 14 | 0.28% | 0.82% | 1.10% | Q1 2021 | Q2 2024 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
Tradition Wealth Management, LLC | 14 | 14 | 0.19% | 0.49% | 0.72% | Q1 2021 | Q2 2024 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.10% | 0.29% | 0.56% | Q1 2021 | Q2 2024 | 14 |
Summit X, LLC | 14 | 14 | 0.97% | 1.77% | 3.47% | Q1 2021 | Q2 2024 | 14 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 11 | 3 | 0.96% | 1.87% | 3.69% | Q4 2020 | Q2 2024 | 14 |
CAHILL FINANCIAL ADVISORS INC | 14 | 14 | 0.09% | 1.66% | 2.30% | Q1 2021 | Q2 2024 | 14 |
Narus Financial Partners, LLC | 10 | 1 | 0.24% | 0.84% | 1.24% | Q2 2019 | Q2 2024 | 14 |
Clearview Wealth Advisors LLC | 14 | 14 | 0.86% | 2.37% | 4.11% | Q1 2021 | Q2 2024 | 14 |
Lineweaver Wealth Advisors, LLC | 14 | 14 | 2.32% | 3.59% | 5.33% | Q1 2021 | Q2 2024 | 14 |
Kelly Financial Services LLC | 14 | 14 | 0.42% | 4.31% | 6.75% | Q1 2021 | Q2 2024 | 14 |
SigFig Wealth Management, LLC | 14 | 14 | 0.10% | 0.22% | 0.32% | Q1 2021 | Q2 2024 | 14 |
TrueWealth Advisors, LLC | 14 | 14 | 0.11% | 0.21% | 0.36% | Q1 2021 | Q2 2024 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 1.91% | 5.85% | 7.83% | Q1 2021 | Q2 2024 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 14 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 14 | 14 | 0.61% | 2.20% | 6.80% | Q1 2021 | Q2 2024 | 14 |
SWMG, LLC | 8 | 6 | 1.45% | 4.94% | 7.48% | Q4 2020 | Q2 2024 | 14 |
Veracity Capital LLC | 13 | 13 | 0.09% | 0.26% | 0.37% | Q1 2021 | Q1 2024 | 13 |
Ratio Wealth Group | 9 | 4 | 4.85% | 6.45% | 8.45% | Q4 2020 | Q1 2024 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q2 2024 | 13 |
Pinnacle Family Advisors, LLC | 10 | 3 | 0.20% | 0.28% | 0.40% | Q1 2021 | Q2 2024 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q1 2024 | 13 |
Faithward Advisors, LLC | 6 | 3 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 13 |
3D ASSET MANAGEMENT, INC | 12 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2016 | 13 |
Aveo Capital Partners, LLC | 13 | 13 | 0.06% | 0.36% | 0.88% | Q2 2021 | Q2 2024 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 0.04% | 2.26% | 6.95% | Q2 2021 | Q2 2024 | 13 |
Dorsey & Whitney Trust CO LLC | 8 | 2 | 0.12% | 0.28% | 0.40% | Q1 2018 | Q2 2024 | 13 |
SkyView Investment Advisors, LLC | 12 | 1 | 0.00% | 0.38% | 0.76% | Q4 2020 | Q2 2024 | 13 |
EQ LLC | 10 | 3 | 3.21% | 5.20% | 7.08% | Q1 2021 | Q2 2024 | 13 |
Marks Group Wealth Management, Inc | 13 | 13 | 0.14% | 0.75% | 1.07% | Q2 2021 | Q2 2024 | 13 |
6 Meridian | 13 | 13 | 0.40% | 0.50% | 0.63% | Q4 2017 | Q4 2020 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q2 2024 | 13 |
MCMORGAN & CO LLC | 13 | 13 | 4.23% | 6.16% | 10.12% | Q2 2021 | Q2 2024 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.02% | 0.03% | 0.11% | Q2 2021 | Q2 2024 | 13 |
Spectrum Planning & Advisory Services Inc. | 12 | 1 | 2.32% | 5.19% | 8.27% | Q1 2021 | Q2 2024 | 13 |
Quadrant Private Wealth Management, LLC | 7 | 6 | 0.20% | 0.48% | 0.78% | Q1 2021 | Q2 2024 | 13 |
BRIGHTON JONES LLC | 7 | 6 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q3 2019 | 13 |
RHS Financial, LLC | 13 | 13 | 0.22% | 0.39% | 0.63% | Q2 2021 | Q2 2024 | 13 |
First Heartland Consultants, Inc. | 9 | 4 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q2 2024 | 13 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q2 2024 | 13 |
Relaxing Retirement Coach | 13 | 13 | 0.76% | 3.17% | 4.82% | Q4 2017 | Q4 2020 | 13 |
Hill Investment Group Partners, LLC | 13 | 13 | 0.14% | 0.61% | 1.37% | Q2 2021 | Q2 2024 | 13 |
Tacita Capital Inc | 13 | 13 | 0.00% | 0.05% | 0.37% | Q4 2020 | Q4 2023 | 13 |
Northwest Capital Management Inc | 13 | 13 | 1.54% | 4.94% | 7.92% | Q2 2021 | Q2 2024 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.06% | 0.15% | 0.25% | Q1 2021 | Q2 2024 | 13 |
Summit Trail Advisors, LLC | 12 | 1 | 0.02% | 0.26% | 0.51% | Q1 2020 | Q2 2024 | 13 |
Venturi Wealth Management, LLC | 10 | 3 | 0.05% | 0.21% | 0.32% | Q1 2021 | Q2 2024 | 13 |
GPS Wealth Strategies Group, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 13 |
Focus Financial Network, Inc. | 11 | 2 | 0.04% | 0.43% | 0.91% | Q1 2021 | Q2 2024 | 13 |
FIRETHORN WEALTH PARTNERS, LLC | 11 | 2 | 1.49% | 3.36% | 4.59% | Q1 2021 | Q2 2024 | 13 |
Sunbelt Securities, Inc. | 8 | 5 | 0.04% | 0.25% | 0.94% | Q4 2018 | Q2 2024 | 13 |
Beirne Wealth Consulting Services, LLC | 13 | 13 | 0.34% | 1.46% | 2.75% | Q2 2021 | Q2 2024 | 13 |
Perennial Investment Advisors, LLC | 10 | 3 | 0.03% | 0.13% | 0.20% | Q1 2021 | Q2 2024 | 13 |
Day & Ennis, LLC | 12 | 1 | 0.02% | 2.29% | 2.88% | Q2 2017 | Q4 2023 | 13 |
NWAM LLC | 13 | 13 | 0.07% | 0.34% | 0.56% | Q1 2021 | Q1 2024 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q1 2024 | 13 |
EPG Wealth Management LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2024 | 13 |
Lutz Financial Services LLC | 10 | 1 | 0.02% | 0.81% | 1.25% | Q4 2017 | Q2 2024 | 13 |
SUNTRUST BANKS INC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2024 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q4 2023 | 12 |
Truadvice, LLC | 12 | 12 | 0.54% | 1.46% | 2.82% | Q4 2020 | Q3 2023 | 12 |
Elm Partners Management LLC | 11 | 1 | 0.01% | 0.39% | 1.59% | Q4 2018 | Q1 2022 | 12 |
Drexel Morgan & Co. | 6 | 1 | 0.07% | 0.22% | 0.37% | Q4 2016 | Q2 2021 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.40% | 0.66% | Q3 2021 | Q2 2024 | 12 |
Williams Financial, LLC | 12 | 12 | 3.17% | 4.36% | 7.01% | Q1 2021 | Q4 2023 | 12 |
Sage Advisory Services, Ltd.Co. | 7 | 1 | 2.80% | 4.08% | 5.73% | Q2 2014 | Q4 2021 | 12 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2024 | 12 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.13% | 0.16% | 0.22% | Q4 2019 | Q2 2024 | 12 |
Western Wealth Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.13% | Q2 2021 | Q2 2024 | 12 |
PFG Advisors | 8 | 4 | 0.07% | 0.25% | 0.32% | Q1 2021 | Q2 2024 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TNF LLC | 12 | 12 | 2.87% | 4.70% | 5.81% | Q3 2021 | Q2 2024 | 12 |
TOMPKINS FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
First Citizens Financial Corp | 7 | 5 | 0.23% | 0.41% | 0.51% | Q2 2021 | Q2 2024 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.02% | 0.11% | 0.55% | Q1 2021 | Q4 2023 | 12 |
U.S. Capital Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.11% | 0.24% | Q3 2021 | Q2 2024 | 12 |
Cerity Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2024 | 12 |
Icon Wealth Partners, LLC | 9 | 3 | 0.21% | 1.89% | 3.34% | Q2 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 7 | 5 | 0.00% | 0.24% | 0.60% | Q1 2017 | Q3 2023 | 12 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2024 | 12 |
Alhambra Investment Management LLC | 12 | 12 | 0.84% | 1.13% | 1.33% | Q1 2021 | Q4 2023 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 12 | 0.00% | 0.06% | 0.09% | Q3 2021 | Q2 2024 | 12 |
JOYN Advisors, Inc. | 5 | 3 | 0.01% | 0.29% | 1.10% | Q2 2013 | Q3 2018 | 12 |
Tanglewood Wealth Management, Inc. | 10 | 2 | 0.06% | 1.34% | 6.27% | Q3 2019 | Q2 2024 | 12 |
STRATEGY ASSET MANAGERS LLC | 10 | 2 | 0.05% | 0.09% | 0.24% | Q2 2021 | Q2 2024 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.08% | 0.19% | 0.30% | Q2 2013 | Q1 2016 | 12 |
JFS WEALTH ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2024 | 12 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.18% | Q2 2018 | Q2 2024 | 12 |
Graves Light Lenhart Wealth, Inc. | 8 | 4 | 0.02% | 0.15% | 0.46% | Q2 2019 | Q3 2022 | 12 |
FIRST INTERSTATE BANK | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 12 |
Financial Gravity Asset Management, Inc. | 6 | 3 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q2 2024 | 12 |
JB Capital LLC | 12 | 12 | 1.97% | 4.93% | 6.74% | Q3 2021 | Q2 2024 | 12 |
COMERICA SECURITIES,INC. | 11 | 1 | 0.03% | 0.69% | 0.92% | Q3 2019 | Q3 2023 | 12 |
Dentgroup LLC | 11 | 11 | 0.33% | 0.55% | 0.89% | Q4 2021 | Q2 2024 | 11 |
FSC Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.10% | 0.41% | Q4 2021 | Q2 2024 | 11 |
RTD Financial Advisors, Inc. | 11 | 11 | 0.91% | 1.10% | 1.24% | Q4 2021 | Q2 2024 | 11 |
Midwest Heritage Bank, FSB | 11 | 11 | 0.38% | 0.82% | 1.40% | Q4 2021 | Q2 2024 | 11 |
Simmons Bank | 7 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2024 | 11 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 11 | 11 | 0.08% | 0.35% | 0.64% | Q4 2021 | Q2 2024 | 11 |
ALTERNA WEALTH MANAGEMENT, INC | 11 | 11 | 0.40% | 0.67% | 1.19% | Q4 2021 | Q2 2024 | 11 |
H&H Retirement Design & Management INC | 11 | 11 | 0.19% | 1.51% | 3.37% | Q4 2021 | Q2 2024 | 11 |
Security Financial Services, INC. | 11 | 11 | 1.29% | 2.92% | 5.11% | Q4 2021 | Q2 2024 | 11 |
McClarren Financial Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 11 |
Raleigh Capital Management Inc. | 11 | 11 | 0.07% | 0.65% | 1.16% | Q4 2021 | Q2 2024 | 11 |
DOPKINS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.18% | 0.28% | 0.35% | Q4 2021 | Q2 2024 | 11 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2024 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.05% | 0.20% | 0.40% | Q4 2021 | Q2 2024 | 11 |
EverSource Wealth Advisors, LLC | 11 | 11 | 0.15% | 0.32% | 0.62% | Q4 2021 | Q2 2024 | 11 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 11 |
Quent Capital, LLC | 11 | 11 | 0.96% | 1.24% | 1.39% | Q4 2021 | Q2 2024 | 11 |
Trilogy Capital Inc. | 6 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2023 | 11 |
Aspire Wealth Management Corp | 11 | 11 | 0.30% | 0.76% | 0.99% | Q4 2021 | Q2 2024 | 11 |
TCWP LLC | 11 | 11 | 0.31% | 1.32% | 2.55% | Q4 2021 | Q2 2024 | 11 |
Keystone Financial Services | 11 | 11 | 2.41% | 5.85% | 7.54% | Q4 2021 | Q2 2024 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.03% | 0.09% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Beaird Harris Wealth Management, LLC | 11 | 11 | 0.03% | 0.11% | 0.29% | Q4 2021 | Q2 2024 | 11 |
Magnus Financial Group LLC | 5 | 2 | 0.02% | 0.36% | 1.14% | Q4 2018 | Q2 2024 | 11 |
West Wealth Group, LLC | 11 | 11 | 3.56% | 6.81% | 8.54% | Q4 2021 | Q2 2024 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q1 2024 | 11 |
Archford Capital Strategies, LLC | 9 | 2 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q2 2018 | 11 |
W ADVISORS, LLC | 11 | 11 | 1.45% | 1.81% | 2.30% | Q4 2021 | Q2 2024 | 11 |
Allianz Asset Management GmbH | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.01% | 0.19% | 0.46% | Q1 2017 | Q3 2023 | 11 |
CARDIFF PARK ADVISORS, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
Visionary Wealth Advisors | 11 | 11 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q2 2024 | 11 |
Fortress Wealth Management, Inc. | 11 | 11 | 0.72% | 2.04% | 4.38% | Q4 2021 | Q2 2024 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.21% | 0.38% | 0.62% | Q4 2021 | Q2 2024 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Apeiron RIA LLC | 11 | 11 | 0.26% | 2.09% | 3.20% | Q4 2021 | Q2 2024 | 11 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.24% | 0.59% | 0.95% | Q4 2021 | Q2 2024 | 11 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.00% | 0.51% | 2.60% | Q4 2016 | Q2 2024 | 11 |
Revolve Wealth Partners, LLC | 11 | 11 | 0.20% | 0.28% | 0.34% | Q4 2021 | Q2 2024 | 11 |
TD Waterhouse Canada Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
BlackDiamond Wealth Management, LLC | 11 | 11 | 0.32% | 1.49% | 2.41% | Q4 2021 | Q2 2024 | 11 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q2 2024 | 11 |
Forum Financial Management, LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2024 | 11 |
MARIPAU WEALTH MANAGEMENT LLC | 11 | 11 | 1.14% | 3.03% | 4.47% | Q4 2021 | Q2 2024 | 11 |
MKT Advisors LLC | 11 | 11 | 0.12% | 0.18% | 0.27% | Q4 2021 | Q2 2024 | 11 |
J.W. COLE ADVISORS, INC. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2024 | 11 |
Meridian Wealth Management, LLC | 10 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q1 2024 | 11 |
ADE, LLC | 7 | 4 | 0.01% | 1.28% | 2.08% | Q4 2020 | Q2 2024 | 11 |
SHUFRO ROSE & CO LLC | 11 | 11 | 0.02% | 0.11% | 0.20% | Q4 2021 | Q2 2024 | 11 |
Index Fund Advisors, Inc. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2024 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.14% | 0.36% | 0.49% | Q1 2021 | Q3 2023 | 11 |
FLC Capital Advisors | 11 | 11 | 0.24% | 1.62% | 2.64% | Q1 2021 | Q3 2023 | 11 |
Well Done, LLC | 6 | 5 | 0.06% | 0.29% | 0.94% | Q4 2018 | Q2 2024 | 11 |
SUTTON PLACE INVESTORS LLC | 11 | 11 | 0.63% | 1.15% | 1.76% | Q4 2021 | Q2 2024 | 11 |
Abound Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.05% | Q4 2021 | Q2 2024 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.08% | 0.13% | 0.17% | Q4 2017 | Q2 2020 | 11 |
BROWN, LISLE/CUMMINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Ascent Group, LLC | 11 | 11 | 0.11% | 0.23% | 0.34% | Q4 2021 | Q2 2024 | 11 |
MARYLAND CAPITAL ADVISORS INC. | 11 | 11 | 2.40% | 3.55% | 4.17% | Q4 2021 | Q2 2024 | 11 |
Long Run Wealth Advisors, LLC | 11 | 11 | 2.96% | 3.26% | 3.61% | Q4 2021 | Q2 2024 | 11 |
Chicago Partners Investment Group LLC | 7 | 4 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q1 2022 | 11 |
Addison Advisors LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2024 | 11 |
Koshinski Asset Management, Inc. | 8 | 3 | 0.05% | 0.11% | 0.24% | Q4 2016 | Q2 2020 | 11 |
Keystone Wealth Services, LLC | 11 | 11 | 0.21% | 0.82% | 1.22% | Q4 2021 | Q2 2024 | 11 |
Ashton Thomas Private Wealth, LLC | 10 | 1 | 0.02% | 0.04% | 0.14% | Q4 2020 | Q2 2024 | 11 |
Red Tortoise LLC | 7 | 4 | 0.22% | 0.23% | 0.27% | Q3 2021 | Q2 2024 | 11 |
WARNER FINANCIAL, INC | 11 | 11 | 0.50% | 0.83% | 1.06% | Q4 2021 | Q2 2024 | 11 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 11 |
Townsend & Associates, Inc | 7 | 4 | 0.01% | 2.00% | 4.47% | Q4 2017 | Q2 2024 | 11 |
SELDON CAPITAL LP | 11 | 11 | 0.78% | 1.34% | 2.40% | Q4 2021 | Q2 2024 | 11 |
Angeles Investment Advisors, LLC | 10 | 1 | 0.02% | 1.35% | 6.40% | Q4 2020 | Q3 2023 | 11 |
NATIONAL BANK OF CANADA /FI/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
VANCE WEALTH, INC. | 11 | 11 | 0.55% | 1.90% | 3.52% | Q4 2021 | Q2 2024 | 11 |
Goodwin Investment Advisory | 10 | 10 | 0.03% | 2.01% | 5.38% | Q3 2021 | Q4 2023 | 10 |
Pinnacle Wealth Planning Services, Inc. | 10 | 10 | 0.12% | 0.79% | 1.03% | Q1 2022 | Q2 2024 | 10 |
Resurgent Financial Advisors LLC | 10 | 10 | 0.15% | 0.25% | 0.42% | Q1 2022 | Q2 2024 | 10 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.09% | 0.61% | Q3 2021 | Q1 2024 | 10 |
Spectrum Asset Management, Inc. (NB/CA) | 10 | 10 | 0.12% | 1.13% | 2.65% | Q1 2021 | Q2 2023 | 10 |
Cassady Schiller Wealth Management, LLC | 7 | 3 | 0.05% | 0.11% | 0.16% | Q4 2021 | Q2 2024 | 10 |
Capital Advisors, Ltd. LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2024 | 10 |
Federation des caisses Desjardins du Quebec | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
VERUS CAPITAL PARTNERS, LLC | 10 | 10 | 0.16% | 0.22% | 0.34% | Q1 2022 | Q2 2024 | 10 |
Atria Wealth Solutions, Inc. | 10 | 10 | 0.17% | 0.38% | 0.52% | Q1 2022 | Q2 2024 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Bromfield Sneider Wealth Advisors | 10 | 10 | 3.69% | 4.66% | 5.70% | Q4 2021 | Q1 2024 | 10 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2024 | 10 |
Stokes Family Office, LLC | 7 | 1 | 0.03% | 0.10% | 0.18% | Q3 2021 | Q2 2024 | 10 |
Confluence Wealth Management LLC | 8 | 1 | 0.10% | 0.43% | 0.99% | Q4 2015 | Q3 2020 | 10 |
ANGELES WEALTH MANAGEMENT, LLC | 10 | 10 | 0.08% | 0.15% | 0.32% | Q1 2022 | Q2 2024 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Tactical Allocation Group LLC | 10 | 10 | 0.14% | 6.44% | 15.91% | Q2 2013 | Q3 2015 | 10 |
Graypoint LLC | 10 | 10 | 0.09% | 0.13% | 0.18% | Q1 2020 | Q2 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
My Legacy Advisors, LLC | 10 | 10 | 0.20% | 1.03% | 1.65% | Q1 2022 | Q2 2024 | 10 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 10 |
Lourd Capital, LLC | 10 | 10 | 0.05% | 0.10% | 0.14% | Q3 2013 | Q4 2015 | 10 |
FINANCIAL COUNSELORS INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2024 | 10 |
KEB ASSET MANAGEMENT, LLC | 8 | 2 | 0.14% | 0.64% | 0.88% | Q4 2021 | Q2 2024 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.02% | 0.49% | 1.89% | Q4 2015 | Q1 2018 | 10 |
HAZLETT, BURT & WATSON, INC. | 10 | 10 | 0.01% | 0.06% | 0.12% | Q1 2022 | Q2 2024 | 10 |
Golden State Wealth Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q1 2022 | 10 |
Atlas Private Wealth Advisors | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2024 | 10 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.06% | 0.13% | 0.16% | Q1 2021 | Q2 2023 | 10 |
Covington Capital Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.11% | 0.17% | 0.25% | Q1 2021 | Q2 2024 | 10 |
StoneX Group Inc. | 6 | 4 | 0.07% | 0.14% | 0.19% | Q1 2021 | Q2 2024 | 10 |
Hoese & Co LLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Hemington Wealth Management | 10 | 10 | 0.16% | 0.18% | 0.22% | Q1 2022 | Q2 2024 | 10 |
Rockbridge Investment Management, LCC | 9 | 1 | 0.00% | 0.11% | 0.16% | Q2 2020 | Q4 2023 | 10 |
Peterson Financial Group, Inc. | 9 | 1 | 0.38% | 0.98% | 4.67% | Q4 2021 | Q2 2024 | 10 |
Arkadios Wealth Advisors | 7 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2024 | 10 |
NATIONAL PLANNING CORP | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 10 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.03% | 0.17% | Q4 2013 | Q1 2017 | 10 |
TAP Consulting, LLC | 7 | 1 | 0.02% | 0.62% | 1.62% | Q1 2019 | Q4 2022 | 10 |
ROCKY MOUNTAIN ADVISERS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
ShoreHaven Wealth Partners, LLC | 10 | 10 | 2.03% | 2.68% | 3.74% | Q1 2022 | Q2 2024 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.17% | 0.47% | 0.77% | Q1 2022 | Q2 2024 | 10 |
LVW Advisors, LLC | 7 | 3 | 0.09% | 0.24% | 0.34% | Q1 2021 | Q2 2024 | 10 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 10 | 10 | 0.24% | 0.38% | 0.50% | Q1 2022 | Q2 2024 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.00% | 0.12% | 0.28% | Q1 2021 | Q2 2024 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2024 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 3 | 0.01% | 0.76% | 2.22% | Q1 2017 | Q2 2024 | 10 |
Bridgeworth, LLC | 8 | 1 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q4 2023 | 10 |
COUNTRY CLUB BANK | 10 | 10 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q2 2024 | 10 |
Telos Capital Management, Inc. | 10 | 10 | 0.28% | 0.35% | 0.44% | Q1 2022 | Q2 2024 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Simplicity Wealth,LLC | 8 | 2 | 0.16% | 2.46% | 5.11% | Q4 2021 | Q2 2024 | 10 |
Beacon Capital Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
Edge Capital Group, LLC | 10 | 10 | 0.04% | 0.22% | 0.32% | Q1 2022 | Q2 2024 | 10 |
Buttonwood Financial Group, LLC | 10 | 10 | 3.82% | 9.26% | 14.33% | Q1 2022 | Q2 2024 | 10 |
Scarborough Advisors, LLC | 9 | 9 | 2.40% | 3.71% | 6.06% | Q4 2021 | Q4 2023 | 9 |
Ritter Daniher Financial Advisory LLC / DE | 9 | 9 | 0.00% | 0.21% | 0.29% | Q2 2022 | Q2 2024 | 9 |
ROBINSON CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 9 |
Riverview Trust Co | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Legacy Wealth Asset Management, LLC | 7 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q2 2024 | 9 |
CENTRAL BANK & TRUST CO | 6 | 3 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 9 |
Allspring Global Investments Holdings, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q2 2024 | 9 |
Bangor Savings Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Golden State Equity Partners | 4 | 1 | 0.06% | 0.13% | 0.22% | Q2 2021 | Q2 2024 | 9 |
Jaffetilchin Investment Partners, LLC | 9 | 9 | 0.08% | 0.33% | 0.86% | Q1 2018 | Q1 2020 | 9 |
Coston, McIsaac & Partners | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
MONEYWISE, INC. | 7 | 2 | 0.16% | 0.27% | 0.76% | Q4 2020 | Q2 2024 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2024 | 9 |
Peachtree Investment Advisors, Inc. | 9 | 9 | 1.22% | 8.23% | 11.68% | Q4 2013 | Q4 2015 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.16% | 0.31% | 0.52% | Q2 2022 | Q2 2024 | 9 |
PROVENCE WEALTH MANAGEMENT GROUP | 9 | 9 | 1.30% | 3.25% | 5.47% | Q4 2021 | Q4 2023 | 9 |
Wealthspire Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2024 | 9 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2024 | 9 |
CoreCap Advisors, LLC | 5 | 4 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q1 2024 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q1 2024 | 9 |
FFT WEALTH MANAGEMENT LLC | 7 | 2 | 0.02% | 0.07% | 0.10% | Q1 2017 | Q1 2024 | 9 |
MAI Capital Management | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 9 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Successful Portfolios LLC | 9 | 9 | 0.49% | 0.60% | 0.65% | Q1 2021 | Q1 2023 | 9 |
Harbor Group, Inc. | 9 | 9 | 0.18% | 0.45% | 0.89% | Q2 2022 | Q2 2024 | 9 |
F3Logic, LLC | 8 | 1 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q4 2022 | 9 |
Tempus Wealth Planning, LLC | 9 | 9 | 0.19% | 0.48% | 0.59% | Q2 2022 | Q2 2024 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 9 |
AMERICAN NATIONAL BANK & TRUST | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Carroll Financial Associates, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2024 | 9 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.03% | 0.34% | 0.90% | Q3 2014 | Q2 2024 | 9 |
Jacobi Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 9 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q2 2024 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 9 |
Iron Horse Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 9 |
ICA Group Wealth Management, LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q1 2022 | Q1 2024 | 9 |
CGN Advisors LLC | 5 | 4 | 0.03% | 0.20% | 0.49% | Q4 2020 | Q2 2024 | 9 |
RPg Family Wealth Advisory, LLC | 5 | 4 | 0.52% | 0.78% | 1.01% | Q4 2019 | Q1 2022 | 9 |
AVAII WEALTH MANAGEMENT, LLC | 9 | 9 | 0.25% | 3.02% | 6.12% | Q4 2021 | Q4 2023 | 9 |
STOCK YARDS BANK & TRUST CO | 9 | 9 | 0.02% | 0.12% | 0.18% | Q2 2022 | Q2 2024 | 9 |
Montecito Bank & Trust | 7 | 2 | 0.06% | 0.58% | 0.90% | Q2 2021 | Q2 2024 | 9 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2024 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 9 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2024 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
NewFocus Financial Group, LLC | 5 | 4 | 0.08% | 0.24% | 0.71% | Q1 2015 | Q4 2019 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q2 2024 | 9 |
Linscomb Wealth, Inc. | 7 | 2 | 0.02% | 1.51% | 2.26% | Q2 2013 | Q3 2015 | 9 |
Robeco Institutional Asset Management B.V. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Weil Company, Inc. | 9 | 9 | 0.59% | 0.72% | 0.90% | Q2 2022 | Q2 2024 | 9 |
Paulson Wealth Management Inc. | 9 | 9 | 0.15% | 0.24% | 0.37% | Q4 2017 | Q4 2019 | 9 |
Interchange Capital Partners, LLC | 9 | 9 | 0.28% | 0.97% | 1.66% | Q2 2022 | Q2 2024 | 9 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 1 | 0.18% | 0.25% | 0.37% | Q4 2021 | Q2 2024 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Mason Investment Advisory Services, Inc. | 9 | 9 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q2 2024 | 9 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 8 | 8 | 0.18% | 0.44% | 0.81% | Q3 2022 | Q2 2024 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 8 | 0.09% | 0.68% | 1.70% | Q1 2021 | Q4 2022 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 8 |
PFS INVESTMENTS INC. | 7 | 1 | 0.20% | 0.38% | 0.46% | Q4 2019 | Q4 2021 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
AdvicePeriod, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q2 2021 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.12% | 0.17% | 0.22% | Q3 2022 | Q2 2024 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 3 | 0.33% | 0.81% | 1.86% | Q4 2016 | Q4 2021 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.12% | Q2 2014 | Q1 2016 | 8 |
OmniStar Financial Group, Inc. | 8 | 8 | 0.55% | 1.33% | 2.15% | Q1 2021 | Q4 2022 | 8 |
FINANCIAL LIFE ADVISORS | 8 | 8 | 0.35% | 4.30% | 5.49% | Q3 2022 | Q2 2024 | 8 |
Ballentine Partners, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 8 |
V Wealth Advisors LLC | 6 | 1 | 0.00% | 0.07% | 0.10% | Q2 2017 | Q2 2022 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.25% | 0.68% | 2.40% | Q4 2018 | Q3 2020 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2024 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Certified Advisory Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
W.H. Cornerstone Investments Inc. | 8 | 8 | 0.55% | 1.25% | 1.71% | Q3 2022 | Q2 2024 | 8 |
NOTTINGHAM ADVISORS, INC. | 8 | 8 | 1.42% | 2.00% | 2.45% | Q1 2017 | Q4 2018 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.11% | 0.19% | 0.33% | Q2 2015 | Q4 2017 | 8 |
Sensible Financial Planning & Management, LLC. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2016 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 8 | 8 | 3.02% | 11.96% | 31.52% | Q2 2022 | Q1 2024 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.20% | 0.23% | 0.25% | Q3 2022 | Q2 2024 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Good Life Advisors, LLC | 7 | 1 | 0.02% | 0.06% | 0.28% | Q3 2021 | Q2 2024 | 8 |
BARRETT & COMPANY, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
TIAA, FSB | 4 | 4 | 0.00% | 0.09% | 0.24% | Q4 2017 | Q2 2023 | 8 |
First PREMIER Bank | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2019 | 8 |
Element Wealth, LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q2 2024 | 8 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 8 |
New Millennium Group LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 8 |
HHM Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Tri-Star Advisors Inc. | 8 | 8 | 4.64% | 5.81% | 6.40% | Q1 2021 | Q4 2022 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 1.17% | 2.00% | Q3 2020 | Q2 2024 | 8 |
Kathmere Capital Management, LLC | 8 | 8 | 0.66% | 0.95% | 1.19% | Q3 2022 | Q2 2024 | 8 |
Allegheny Financial Group LTD | 8 | 8 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q2 2024 | 8 |
Clearstead Trust, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2024 | 8 |
CSM Advisors, LLC | 8 | 8 | 0.35% | 0.39% | 0.44% | Q3 2022 | Q2 2024 | 8 |
Zions Bancorporation | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q1 2017 | 8 |
Financial Partners Group, Inc | 6 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2024 | 8 |
Miracle Mile Advisors, LLC | 6 | 2 | 0.02% | 1.40% | 2.62% | Q2 2020 | Q2 2024 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.81% | 0.94% | 1.21% | Q4 2021 | Q3 2023 | 8 |
MCIA Inc | 8 | 8 | 2.17% | 7.01% | 10.67% | Q1 2021 | Q4 2022 | 8 |
Mill Creek Capital Advisors, LLC | 7 | 7 | 0.04% | 0.13% | 0.19% | Q4 2022 | Q2 2024 | 7 |
Gateway Wealth Partners, LLC | 7 | 7 | 0.21% | 0.42% | 0.96% | Q4 2022 | Q2 2024 | 7 |
New Republic Capital, LLC | 7 | 7 | 0.10% | 0.22% | 0.33% | Q4 2022 | Q2 2024 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.10% | 0.13% | 0.15% | Q4 2014 | Q2 2016 | 7 |
Rockingstone Advisors LLC | 7 | 7 | 0.69% | 0.83% | 0.96% | Q4 2022 | Q2 2024 | 7 |
Firestone Capital Management | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q1 2024 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.05% | 0.09% | 0.12% | Q2 2018 | Q1 2020 | 7 |
Professional Financial Advisors, LLC | 7 | 7 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2024 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Crewe Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 7 |
FFG RETIREMENT ADVISORS LLC | 7 | 7 | 1.75% | 2.93% | 3.66% | Q4 2022 | Q2 2024 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.12% | 0.20% | 0.44% | Q3 2017 | Q1 2019 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q3 2018 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Semus Wealth Partners LLC | 7 | 7 | 0.18% | 0.38% | 0.57% | Q4 2022 | Q2 2024 | 7 |
Auto-Owners Insurance Co | 7 | 7 | 5.55% | 6.22% | 6.64% | Q4 2022 | Q2 2024 | 7 |
BRAVE ASSET MANAGEMENT INC | 7 | 7 | 5.08% | 5.98% | 6.33% | Q4 2022 | Q2 2024 | 7 |
LWMG, LLC | 7 | 7 | 0.12% | 0.17% | 0.24% | Q4 2022 | Q2 2024 | 7 |
ROCKLAND TRUST CO | 7 | 7 | 0.23% | 0.26% | 0.28% | Q4 2022 | Q2 2024 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 0.42% | 0.50% | 0.58% | Q4 2020 | Q2 2022 | 7 |
First Citizens Asset Management, Inc. | 7 | 7 | 0.15% | 0.32% | 0.75% | Q4 2022 | Q2 2024 | 7 |
Geisinger Health | 7 | 7 | 0.74% | 4.32% | 6.42% | Q4 2022 | Q2 2024 | 7 |
Beverly Hills Private Wealth, LLC | 7 | 7 | 0.05% | 0.18% | 0.30% | Q4 2022 | Q2 2024 | 7 |
SNS Financial Group, LLC | 7 | 7 | 0.13% | 0.19% | 0.24% | Q3 2013 | Q1 2015 | 7 |
Delap Wealth Advisory, LLC | 7 | 7 | 0.15% | 0.32% | 0.46% | Q4 2022 | Q2 2024 | 7 |
Virtus Family Office LLC | 7 | 7 | 1.05% | 1.30% | 1.70% | Q4 2022 | Q2 2024 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 3.71% | 5.87% | 7.32% | Q4 2022 | Q2 2024 | 7 |
Callan Family Office, LLC | 7 | 7 | 1.11% | 1.38% | 1.65% | Q4 2022 | Q2 2024 | 7 |
WESTERN FINANCIAL Corp | 7 | 7 | 0.17% | 0.22% | 0.26% | Q1 2021 | Q3 2022 | 7 |
Kowal Investment Group, LLC | 6 | 1 | 0.01% | 0.10% | 0.17% | Q3 2021 | Q2 2023 | 7 |
Brand Asset Management Group, Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Milestone Investment Advisors LLC | 7 | 7 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q2 2024 | 7 |
RCS Financial Planning, LLC | 7 | 7 | 1.03% | 1.45% | 1.98% | Q4 2022 | Q2 2024 | 7 |
Wedmont Private Capital | 5 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2024 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 7 |
HORIZON BANCORP INC /IN/ | 7 | 7 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2024 | 7 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2024 | 7 |
Farther Finance Advisors, LLC | 7 | 7 | 0.53% | 1.22% | 2.00% | Q4 2022 | Q2 2024 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.05% | 0.70% | 1.46% | Q2 2022 | Q4 2023 | 7 |
G&S Capital LLC | 7 | 7 | 0.24% | 0.77% | 1.00% | Q4 2022 | Q2 2024 | 7 |
SAGE FINANCIAL GROUP INC | 7 | 7 | 0.11% | 0.14% | 0.20% | Q4 2022 | Q2 2024 | 7 |
Allegiance Financial Group Advisory Services LLC | 7 | 7 | 0.09% | 0.13% | 0.20% | Q4 2022 | Q2 2024 | 7 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Clifford Group, LLC | 7 | 7 | 2.86% | 4.69% | 5.45% | Q4 2022 | Q2 2024 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 7 | 7 | 0.09% | 0.14% | 0.24% | Q1 2021 | Q3 2022 | 7 |
Ironwood Investment Counsel, LLC | 7 | 7 | 0.17% | 0.52% | 1.22% | Q4 2022 | Q2 2024 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.91% | 3.04% | 4.34% | Q4 2021 | Q2 2023 | 7 |
Park Place Capital Corp | 7 | 7 | 0.02% | 0.08% | 0.35% | Q4 2022 | Q2 2024 | 7 |
TWIN CAPITAL MANAGEMENT INC | 7 | 7 | 0.24% | 0.48% | 0.62% | Q1 2019 | Q3 2020 | 7 |
Hoxton Planning & Management, LLC | 7 | 7 | 0.57% | 1.49% | 2.41% | Q4 2022 | Q2 2024 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
QUARRY HILL ADVISORS, LLC | 7 | 7 | 0.31% | 0.38% | 0.46% | Q4 2022 | Q2 2024 | 7 |
Riverwater Partners LLC | 7 | 7 | 1.16% | 2.42% | 4.22% | Q4 2022 | Q2 2024 | 7 |
Neuberger Berman Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Spectrum Management Group, LLC | 7 | 7 | 1.75% | 2.03% | 2.22% | Q1 2021 | Q3 2022 | 7 |
REGIMEN WEALTH, LLC | 7 | 7 | 0.47% | 0.79% | 1.20% | Q4 2022 | Q2 2024 | 7 |
COURIER CAPITAL LLC | 6 | 1 | 0.02% | 0.14% | 0.32% | Q1 2022 | Q2 2024 | 7 |
Horrell Capital Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 7 |
Cassaday & Co Wealth Management LLC | 7 | 7 | 0.35% | 0.47% | 0.86% | Q4 2022 | Q2 2024 | 7 |
Corient Private Wealth LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q2 2024 | 7 |
JT Stratford LLC | 7 | 7 | 0.04% | 0.11% | 0.15% | Q4 2022 | Q2 2024 | 7 |
Foundation Wealth Management, LLC | 7 | 7 | 2.77% | 3.15% | 3.48% | Q4 2022 | Q2 2024 | 7 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2024 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.05% | 0.18% | 0.22% | Q4 2022 | Q2 2024 | 7 |
Ascension Capital Advisors, Inc. | 7 | 7 | 0.47% | 0.86% | 1.28% | Q4 2022 | Q2 2024 | 7 |
CLARIS ADVISORS, LLC / MO / | 7 | 7 | 0.23% | 0.26% | 0.33% | Q4 2022 | Q2 2024 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.01% | 0.95% | 2.24% | Q4 2022 | Q2 2024 | 7 |
55I, LLC | 7 | 7 | 4.08% | 5.22% | 5.96% | Q1 2021 | Q3 2022 | 7 |
Wealth Management Solutions, LLC | 4 | 3 | 0.14% | 1.42% | 5.02% | Q4 2021 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2020 | 7 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7 | 7 | 0.06% | 0.13% | 0.21% | Q4 2022 | Q2 2024 | 7 |
MayTech Global Investments, LLC | 7 | 7 | 0.36% | 0.40% | 0.48% | Q4 2020 | Q2 2022 | 7 |
Arvest Bank Trust Division | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q3 2018 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 2 | 0.02% | 0.09% | 0.22% | Q3 2021 | Q1 2024 | 7 |
Sound Financial Strategies Group, LLC | 2 | 1 | 0.62% | 2.12% | 4.43% | Q4 2020 | Q2 2024 | 7 |
Financial Freedom, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
James J. Burns & Company, LLC | 6 | 1 | 0.06% | 0.22% | 0.44% | Q3 2022 | Q2 2024 | 7 |
Arcadia Wealth Management, LLC | 7 | 7 | 0.58% | 1.83% | 4.76% | Q4 2022 | Q2 2024 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.05% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.06% | 0.23% | 0.34% | Q1 2021 | Q3 2022 | 7 |
ARMSTRONG ADVISORY GROUP, INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 3.00% | 3.56% | 4.14% | Q4 2015 | Q2 2017 | 7 |
TCF National Bank | 7 | 7 | 0.10% | 0.12% | 0.13% | Q3 2019 | Q1 2021 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 7 |
FLAGSTAR ADVISORS INC | 4 | 1 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q2 2024 | 7 |
Vertex Planning Partners, LLC | 7 | 7 | 0.22% | 0.41% | 0.55% | Q4 2022 | Q2 2024 | 7 |
Lodestone Wealth Management LLC | 7 | 7 | 0.28% | 0.60% | 1.19% | Q4 2022 | Q2 2024 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Commonwealth Retirement Investments LLC | 7 | 7 | 0.40% | 0.84% | 1.16% | Q4 2022 | Q2 2024 | 7 |
Breakwater Capital Group | 7 | 7 | 0.22% | 0.28% | 0.34% | Q4 2022 | Q2 2024 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2024 | 7 |
Elgethun Capital Management | 7 | 7 | 3.57% | 3.92% | 4.54% | Q4 2022 | Q2 2024 | 7 |
B.O.S.S. Retirement Advisors, LLC | 5 | 1 | 0.06% | 0.35% | 0.45% | Q4 2022 | Q2 2024 | 6 |
Keeler Thomas Management LLC | 6 | 6 | 0.14% | 3.46% | 4.47% | Q1 2023 | Q2 2024 | 6 |
25 LLC | 6 | 6 | 0.30% | 0.34% | 0.40% | Q1 2023 | Q2 2024 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Kalos Management, Inc. | 5 | 1 | 0.00% | 0.16% | 0.25% | Q4 2015 | Q4 2021 | 6 |
Valence8 US LP | 6 | 6 | 11.04% | 12.74% | 14.57% | Q1 2023 | Q2 2024 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 6 |
Tufton Capital Management | 4 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q1 2021 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.20% | 0.34% | 0.61% | Q4 2020 | Q1 2022 | 6 |
Opal Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.72% | 2.02% | Q4 2021 | Q2 2024 | 6 |
ZRC WEALTH MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q2 2024 | 6 |
Arlington Capital Management, Inc. | 3 | 3 | 0.39% | 0.57% | 0.71% | Q4 2022 | Q2 2024 | 6 |
Ciovacco Capital Management LLC | 6 | 6 | 0.13% | 0.62% | 1.38% | Q1 2023 | Q2 2024 | 6 |
Cornerstone Planning Group LLC | 5 | 1 | 0.04% | 0.26% | 0.60% | Q4 2022 | Q2 2024 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WR Wealth Planners, LLC | 6 | 6 | 0.54% | 0.86% | 1.11% | Q1 2023 | Q2 2024 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.71% | 0.76% | 0.86% | Q1 2023 | Q2 2024 | 6 |
abrdn plc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Haverford Trust Co | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
MainStreet Investment Advisors LLC | 5 | 1 | 0.04% | 0.11% | 0.42% | Q4 2022 | Q2 2024 | 6 |
Schneider Downs Wealth Management Advisors, LP | 6 | 6 | 0.28% | 0.77% | 1.14% | Q4 2018 | Q1 2020 | 6 |
Argent Advisors, Inc. | 6 | 6 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q2 2024 | 6 |
Gilman Hill Asset Management, LLC | 3 | 1 | 0.05% | 0.12% | 0.35% | Q4 2013 | Q2 2024 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 6 | 0.04% | 0.53% | 0.88% | Q3 2014 | Q4 2015 | 6 |
MONECO Advisors, LLC | 3 | 3 | 0.08% | 0.43% | 0.80% | Q3 2021 | Q2 2024 | 6 |
Atlantic Private Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2024 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q4 2020 | 6 |
Bison Wealth, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 6 |
Team Hewins, LLC | 3 | 3 | 0.03% | 0.09% | 0.13% | Q4 2022 | Q2 2024 | 6 |
MMA ASSET MANAGEMENT LLC | 6 | 6 | 0.50% | 1.32% | 2.30% | Q3 2022 | Q4 2023 | 6 |
Clean Yield Group | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2024 | 6 |
TKG Advisors, LLC | 6 | 6 | 0.14% | 0.22% | 0.26% | Q1 2023 | Q2 2024 | 6 |
TFC Financial Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
O'Connor Financial Group LLC | 6 | 6 | 0.45% | 1.52% | 2.20% | Q1 2023 | Q2 2024 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
BIP Wealth, LLC | 6 | 6 | 0.53% | 0.56% | 0.63% | Q1 2023 | Q2 2024 | 6 |
CADENCE BANK NA | 6 | 6 | 0.14% | 0.16% | 0.19% | Q3 2013 | Q4 2014 | 6 |
CHOREO, LLC | 6 | 6 | 0.16% | 0.24% | 0.29% | Q1 2023 | Q2 2024 | 6 |
Gallagher Fiduciary Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.21% | Q1 2023 | Q2 2024 | 6 |
Balentine LLC | 6 | 6 | 0.00% | 0.84% | 4.85% | Q1 2023 | Q2 2024 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q4 2017 | 6 |
Glenview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2024 | 6 |
Cape Investment Advisory, Inc. | 6 | 6 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q2 2024 | 6 |
Legacy Financial Group LLC | 4 | 2 | 0.49% | 0.76% | 0.94% | Q4 2022 | Q2 2024 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Benedetti & Gucer, Inc. | 6 | 6 | 0.35% | 0.45% | 0.62% | Q4 2022 | Q1 2024 | 6 |
Koss-Olinger Consulting, LLC | 5 | 1 | 0.66% | 0.87% | 1.05% | Q4 2022 | Q2 2024 | 6 |
Noble Family Wealth, LLC | 6 | 6 | 0.94% | 0.97% | 1.00% | Q1 2023 | Q2 2024 | 6 |
Rockwood Wealth Management, LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q4 2021 | Q2 2023 | 6 |
Western Financial Corp/CA | 6 | 6 | 0.18% | 0.34% | 0.45% | Q4 2022 | Q1 2024 | 6 |
Affinity Capital Advisors, LLC | 6 | 6 | 0.97% | 3.05% | 4.07% | Q1 2023 | Q2 2024 | 6 |
XML Financial, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2024 | 6 |
Glass Jacobson Investment Advisors llc | 5 | 1 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2024 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.59% | 0.63% | 0.69% | Q1 2021 | Q2 2022 | 6 |
Curi RMB Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2024 | 6 |
LGT Financial Advisors LLC | 5 | 1 | 0.06% | 0.33% | 0.59% | Q4 2022 | Q2 2024 | 6 |
LUTS & GREENLEIGH GROUP, INC | 5 | 1 | 0.78% | 0.86% | 0.96% | Q4 2022 | Q2 2024 | 6 |
Centurion Wealth Management LLC | 6 | 6 | 0.94% | 1.37% | 1.77% | Q4 2022 | Q1 2024 | 6 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 6 |
Wealth Advisory Solutions, LLC | 6 | 6 | 0.87% | 1.01% | 1.14% | Q1 2022 | Q2 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2024 | 6 |
Syntegra Private Wealth Group, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q1 2024 | 6 |
Sentinus, LLC | 4 | 2 | 1.48% | 2.72% | 3.90% | Q3 2022 | Q2 2024 | 6 |
Quantitative Investment Management, LLC | 2 | 1 | 0.07% | 0.15% | 0.26% | Q2 2020 | Q1 2024 | 6 |
Marble Harbor Investment Counsel, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.10% | 0.15% | 0.18% | Q3 2018 | Q4 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Private Advisory Group LLC | 6 | 6 | 2.17% | 2.74% | 3.61% | Q2 2017 | Q3 2018 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 1.23% | 2.24% | 3.13% | Q3 2021 | Q2 2024 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lion Street Advisors, LLC | 6 | 6 | 0.09% | 0.15% | 0.20% | Q1 2023 | Q2 2024 | 6 |
Bremer Bank National Association | 5 | 1 | 0.00% | 0.37% | 0.46% | Q1 2019 | Q4 2023 | 6 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.06% | 0.22% | 0.32% | Q4 2022 | Q4 2023 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 5 |
Stifel Trust Company, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.06% | 0.09% | Q2 2015 | Q3 2016 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Cherry Tree Wealth Management, LLC | 5 | 5 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q2 2024 | 5 |
Simply Money Advisors | 5 | 5 | 2.53% | 3.21% | 4.51% | Q2 2013 | Q2 2014 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.05% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CALDWELL SUTTER CAPITAL, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
DERBY & COMPANY, INC | 5 | 5 | 0.96% | 1.14% | 1.21% | Q3 2020 | Q3 2021 | 5 |
Atomi Financial Group, Inc. | 5 | 5 | 0.06% | 0.27% | 0.54% | Q2 2023 | Q2 2024 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2024 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q2 2024 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
UMB Bank, n.a. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
AlphaCore Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Oakworth Capital, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2024 | 5 |
Kingdom Financial Group LLC. | 5 | 5 | 3.17% | 3.63% | 4.38% | Q2 2023 | Q2 2024 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.08% | 0.23% | 0.30% | Q4 2019 | Q4 2020 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q3 2022 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
ORG Partners LLC | 4 | 1 | 0.04% | 0.78% | 1.18% | Q1 2023 | Q2 2024 | 5 |
Headlands Technologies LLC | 4 | 1 | 0.00% | 0.12% | 0.33% | Q4 2022 | Q2 2024 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2024 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Maryland State Retirement & Pension System | 5 | 5 | 0.02% | 0.08% | 0.16% | Q2 2023 | Q2 2024 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.04% | 0.14% | 0.24% | Q3 2021 | Q3 2022 | 5 |
Windham Capital Management, LLC | 5 | 5 | 0.21% | 0.26% | 0.32% | Q3 2021 | Q3 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 1.56% | 1.92% | 2.16% | Q3 2021 | Q3 2022 | 5 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.82% | 3.02% | 11.20% | Q2 2020 | Q3 2022 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Arlington Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q4 2023 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.04% | 0.08% | 0.18% | Q2 2023 | Q2 2024 | 5 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.22% | 0.39% | Q4 2013 | Q1 2021 | 5 |
Smithfield Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2024 | 5 |
Portside Wealth Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q2 2024 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
UNIONVIEW, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q2 2024 | 5 |
Kernodle & Katon Asset Management Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 5 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.01% | 0.28% | 0.46% | Q4 2017 | Q4 2019 | 5 |
Certus Wealth Management, LLC | 5 | 5 | 2.31% | 4.52% | 5.86% | Q2 2023 | Q2 2024 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.04% | 0.20% | 0.36% | Q1 2017 | Q1 2018 | 5 |
Icon Wealth Advisors, LLC | 3 | 2 | 1.26% | 2.18% | 2.90% | Q3 2022 | Q2 2024 | 5 |
Biechele Royce Advisors | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q1 2024 | 5 |
Marion Wealth Management | 5 | 5 | 0.10% | 2.57% | 4.73% | Q4 2021 | Q4 2022 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
Palisade Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2024 | 5 |
CFO4Life Group, LLC | 3 | 1 | 0.12% | 1.03% | 3.20% | Q4 2018 | Q4 2023 | 5 |
Financial Management Professionals, Inc. | 2 | 1 | 0.57% | 1.68% | 2.68% | Q2 2014 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
CGC Financial Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2024 | 5 |
Vestcor Inc | 5 | 5 | 0.26% | 0.40% | 0.46% | Q1 2021 | Q1 2022 | 5 |
TimeScale Financial, Inc. | 3 | 2 | 0.00% | 0.05% | 0.15% | Q2 2020 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q2 2024 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.86% | 1.33% | 1.82% | Q4 2021 | Q4 2022 | 5 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 5 |
Citizens Business Bank | 3 | 2 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q2 2024 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Opes Wealth Management LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q2 2024 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2017 | 5 |
WCG Wealth Advisors LLC | 5 | 5 | 0.14% | 0.25% | 0.51% | Q2 2023 | Q2 2024 | 5 |
Weaver Consulting Group | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Stone Point Wealth LLC | 5 | 5 | 0.22% | 0.28% | 0.42% | Q4 2021 | Q4 2022 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 0.28% | 0.45% | 0.54% | Q4 2018 | Q4 2019 | 5 |
AXIS CAPITAL HOLDINGS LTD | 5 | 5 | 10.75% | 15.23% | 16.92% | Q2 2013 | Q2 2014 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.07% | 0.17% | 0.25% | Q2 2023 | Q2 2024 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Providence Capital Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q2 2024 | 5 |
Frontier Asset Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q2 2024 | 5 |
Capasso Planning Partners LLC | 5 | 5 | 0.20% | 0.23% | 0.25% | Q1 2023 | Q1 2024 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
HYA Advisors, Inc | 5 | 5 | 0.24% | 2.89% | 4.12% | Q2 2021 | Q2 2022 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.33% | 0.34% | 0.35% | Q4 2021 | Q4 2022 | 5 |
Pinnacle Summer Investments, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 0.63% | 0.80% | 1.01% | Q4 2016 | Q3 2017 | 4 |
Smart Money Group LLC | 3 | 1 | 0.05% | 2.83% | 3.97% | Q2 2018 | Q2 2019 | 4 |
DHJJ Financial Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.60% | 1.20% | 2.87% | Q2 2013 | Q1 2014 | 4 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2014 | Q3 2015 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 1 | 4.71% | 5.85% | 6.65% | Q2 2015 | Q1 2018 | 4 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.21% | 0.24% | 0.28% | Q3 2023 | Q2 2024 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.40% | 0.54% | 0.62% | Q4 2019 | Q3 2021 | 4 |
Gerstein Fisher | 3 | 1 | 0.05% | 0.08% | 0.18% | Q2 2015 | Q3 2016 | 4 |
PDS Planning, Inc | 4 | 4 | 0.41% | 0.44% | 0.48% | Q1 2019 | Q4 2019 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 4.54% | 5.00% | 5.37% | Q4 2021 | Q3 2022 | 4 |
CBIZ Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CSS LLC/IL | 4 | 4 | 0.06% | 0.12% | 0.18% | Q1 2021 | Q4 2021 | 4 |
SageView Advisory Group, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q4 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.09% | 0.15% | 0.20% | Q3 2023 | Q2 2024 | 4 |
Cordasco Financial Network | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2022 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q2 2024 | 4 |
Next Capital Management LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 1.78% | 1.96% | 2.13% | Q1 2021 | Q4 2021 | 4 |
Arlington Trust Co LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2023 | Q2 2024 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q1 2022 | 4 |
Leith Wheeler Investment Counsel Ltd. | 4 | 4 | 0.24% | 0.32% | 0.42% | Q4 2019 | Q3 2020 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 4.13% | 5.09% | 6.09% | Q4 2014 | Q3 2015 | 4 |
Prosperity Consulting Group, LLC | 4 | 4 | 0.41% | 0.88% | 1.22% | Q3 2023 | Q2 2024 | 4 |
KANALY TRUST CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 4 |
Wealthquest Corp | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Cobblestone Asset Management LLC | 4 | 4 | 1.76% | 4.12% | 6.22% | Q3 2023 | Q2 2024 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.58% | 0.69% | 0.79% | Q1 2022 | Q4 2022 | 4 |
WORLD EQUITY GROUP, INC. | 4 | 4 | 0.74% | 1.01% | 1.15% | Q3 2023 | Q2 2024 | 4 |
Trellis Advisors, LLC | 4 | 4 | 2.47% | 2.95% | 3.38% | Q4 2017 | Q3 2018 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Herold Advisors, Inc. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q4 2023 | 4 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.17% | 0.63% | Q4 2019 | Q1 2022 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Eagle Strategies LLC | 2 | 1 | 0.04% | 0.20% | 0.62% | Q4 2021 | Q2 2024 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.27% | 0.38% | 0.50% | Q2 2021 | Q1 2022 | 4 |
Indiana Trust & Investment Management CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q2 2023 | Q1 2024 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2023 | Q2 2024 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Semmax Financial Advisors Inc. | 4 | 4 | 0.01% | 0.10% | 0.14% | Q3 2023 | Q2 2024 | 4 |
Essex Private Wealth Management, LLC | 4 | 4 | 0.85% | 0.96% | 1.03% | Q3 2023 | Q2 2024 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Brookfield Asset Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
ROGCO, LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q2 2024 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Gunma Bank,Ltd. | 3 | 1 | 0.74% | 1.09% | 1.76% | Q4 2021 | Q4 2022 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2024 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.01% | 0.04% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Deseret Mutual Benefit Administrators | 4 | 4 | 1.63% | 1.82% | 2.37% | Q4 2019 | Q3 2020 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Envestnet Portfolio Solutions, Inc. | 4 | 4 | 1.00% | 1.64% | 2.20% | Q3 2023 | Q2 2024 | 4 |
Glovista Investments LLC | 4 | 4 | 1.47% | 3.29% | 6.19% | Q1 2017 | Q4 2017 | 4 |
WBH ADVISORY INC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Hayden Royal, LLC | 4 | 4 | 0.14% | 0.31% | 0.57% | Q1 2021 | Q4 2021 | 4 |
Navalign, LLC | 4 | 4 | 0.12% | 0.19% | 0.40% | Q1 2022 | Q4 2022 | 4 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.47% | 0.98% | Q2 2015 | Q1 2022 | 4 |
TIAA TRUST, NATIONAL ASSOCIATION | 4 | 4 | 0.19% | 0.21% | 0.24% | Q3 2023 | Q2 2024 | 4 |
KICKSTAND VENTURES, LLC. | 4 | 4 | 0.90% | 1.53% | 2.93% | Q3 2023 | Q2 2024 | 4 |
QCM Cayman, Ltd. | 4 | 4 | 0.34% | 1.22% | 2.14% | Q4 2020 | Q3 2021 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q1 2014 | Q4 2014 | 4 |
Scissortail Wealth Management, LLC | 2 | 1 | 0.74% | 1.27% | 1.84% | Q1 2022 | Q2 2024 | 4 |
THEORY FINANCIAL LLC | 4 | 4 | 0.43% | 0.50% | 0.55% | Q3 2023 | Q2 2024 | 4 |
HawsGoodwin Investment Management LLC | 4 | 4 | 3.30% | 3.59% | 3.83% | Q1 2021 | Q4 2021 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Domani Wealth, LLC | 2 | 2 | 0.12% | 0.50% | 0.69% | Q1 2022 | Q1 2023 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q3 2023 | Q2 2024 | 4 |
Calamos Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 3.47% | 4.58% | 5.39% | Q1 2021 | Q4 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.98% | 1.84% | 2.37% | Q3 2023 | Q2 2024 | 4 |
Ruedi Wealth Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q1 2015 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.17% | 1.09% | 3.81% | Q4 2014 | Q3 2015 | 4 |
BEAM WEALTH ADVISORS, INC. | 2 | 1 | 0.35% | 0.71% | 0.89% | Q4 2022 | Q2 2024 | 3 |
Fonville Wealth Management LLC | 3 | 3 | 0.37% | 0.43% | 0.50% | Q4 2023 | Q2 2024 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Epstein & White Financial LLC | 3 | 3 | 2.92% | 3.59% | 3.97% | Q4 2020 | Q2 2021 | 3 |
One Wealth Management Investment & Advisory Services, LLC | 3 | 3 | 1.30% | 2.03% | 2.64% | Q4 2023 | Q2 2024 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Ellis Investment Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Signature Resources Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Old Port Advisors | 2 | 1 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q1 2019 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Catalina Capital Group, LLC | 3 | 3 | 0.30% | 0.67% | 1.24% | Q4 2023 | Q2 2024 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.31% | 0.38% | 0.46% | Q4 2019 | Q2 2020 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2024 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Capital CS Group, LLC | 3 | 3 | 0.26% | 0.57% | 0.73% | Q3 2021 | Q1 2022 | 3 |
CUSTOM INDEX SYSTEMS, LLC | 3 | 3 | 0.55% | 0.72% | 0.90% | Q4 2023 | Q2 2024 | 3 |
Friedenthal Financial | 2 | 1 | 0.94% | 1.07% | 1.29% | Q1 2022 | Q1 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 3 |
Mesirow Financial Investment Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2017 | Q1 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Forthright Family Wealth Advisory LLC | 3 | 3 | 4.78% | 5.18% | 5.51% | Q4 2023 | Q2 2024 | 3 |
DIMENSIONAL FUND ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.20% | 0.26% | 0.29% | Q4 2023 | Q2 2024 | 3 |
OPINICUS CAPITAL, INC. | 3 | 3 | 0.63% | 0.71% | 0.85% | Q4 2023 | Q2 2024 | 3 |
Summit Global Investments | 2 | 1 | 0.02% | 0.15% | 0.30% | Q1 2022 | Q4 2023 | 3 |
Cerity Partners OCIO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 3 |
Holistic Planning, LLC | 3 | 3 | 0.31% | 0.35% | 0.40% | Q4 2023 | Q2 2024 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Summit Rock Advisors, LP | 3 | 3 | 10.87% | 25.27% | 40.56% | Q1 2018 | Q3 2018 | 3 |
BURKETT FINANCIAL SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q1 2023 | 3 |
AlTi Global, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Atlantic Edge Private Wealth Management, LLC | 3 | 3 | 0.42% | 0.53% | 0.65% | Q4 2023 | Q2 2024 | 3 |
American Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Clayton Financial Group LLC | 3 | 3 | 0.53% | 0.57% | 0.59% | Q4 2023 | Q2 2024 | 3 |
HTLF Bank | 3 | 3 | 3.95% | 4.03% | 4.07% | Q4 2023 | Q2 2024 | 3 |
KFA Private Wealth Group, LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Carmichael Hill & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2024 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
TRITONPOINT WEALTH, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2023 | Q2 2024 | 3 |
Family Wealth Group, LLC | 3 | 3 | 1.20% | 1.35% | 1.53% | Q4 2023 | Q2 2024 | 3 |
CRITERION CAPITAL ADVISORS, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2023 | Q2 2024 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q1 2024 | 3 |
BEACON FINANCIAL GROUP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2023 | Q2 2024 | 3 |
STAGE HARBOR FINANCIAL, LLC | 3 | 3 | 4.46% | 4.53% | 4.58% | Q4 2023 | Q2 2024 | 3 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2024 | 3 |
FolioMetrix LLC | 3 | 3 | 0.32% | 0.36% | 0.42% | Q4 2014 | Q2 2015 | 3 |
Vermillion & White Wealth Management Group, LLC | 3 | 3 | 0.71% | 0.73% | 0.74% | Q4 2023 | Q2 2024 | 3 |
Argent Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
PRINCIPAL SECURITIES, INC. | 3 | 3 | 0.11% | 0.14% | 0.17% | Q4 2023 | Q2 2024 | 3 |
Sterling Wealth Management, Inc. | 3 | 3 | 1.01% | 1.09% | 1.17% | Q4 2023 | Q2 2024 | 3 |
WETZEL INVESTMENT ADVISORS, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2023 | Q2 2024 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Turtle Creek Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2023 | Q2 2024 | 3 |
Lantern Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.23% | 0.33% | Q4 2023 | Q2 2024 | 3 |
XPONANCE, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
NVWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Pointe Capital Management LLC | 2 | 1 | 0.02% | 0.10% | 0.15% | Q1 2023 | Q2 2024 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2023 | Q2 2024 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.18% | 0.24% | Q4 2021 | Q2 2022 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q2 2024 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 3 |
TWIN PEAKS WEALTH ADVISORS, LLC | 3 | 3 | 0.61% | 0.87% | 1.09% | Q4 2023 | Q2 2024 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.18% | 1.69% | 2.67% | Q2 2023 | Q4 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2023 | Q2 2024 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2024 | 3 |
Sachetta, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q2 2024 | 3 |
Fairman Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
All Terrain Financial Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q2 2018 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Shared Vision Wealth Group LLC | 3 | 3 | 1.67% | 2.52% | 3.43% | Q4 2023 | Q2 2024 | 3 |
AMERICAN FINANCIAL & TAX STRATEGIES INC | 3 | 3 | 1.16% | 1.22% | 1.26% | Q4 2023 | Q2 2024 | 3 |
Smartleaf Asset Management LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2023 | Q2 2024 | 3 |
Shotwell Rutter Baer Inc | 3 | 3 | 0.31% | 0.47% | 0.75% | Q4 2023 | Q2 2024 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Clear Point Advisors Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q2 2024 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.00% | 0.53% | 1.58% | Q4 2017 | Q4 2019 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Keel Point, LLC | 2 | 1 | 0.05% | 0.10% | 0.12% | Q3 2020 | Q2 2024 | 3 |
Round Table Services, LLC | 3 | 3 | 0.43% | 2.05% | 2.92% | Q1 2022 | Q3 2022 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Derbend Asset Management | 3 | 3 | 3.89% | 4.27% | 4.90% | Q3 2023 | Q1 2024 | 3 |
Maxwell Wealth Strategies Inc. | 3 | 3 | 0.61% | 1.51% | 2.76% | Q4 2023 | Q2 2024 | 3 |
Richardson Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q2 2023 | Q2 2024 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2023 | Q2 2024 | 3 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.08% | 0.14% | 0.19% | Q1 2021 | Q1 2023 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.01% | 0.56% | 0.95% | Q4 2015 | Q2 2016 | 3 |
Quadcap Wealth Management, LLC | 3 | 3 | 0.10% | 0.15% | 0.24% | Q4 2023 | Q2 2024 | 3 |
Dynamic Wealth Strategies, LLC | 3 | 3 | 2.36% | 2.37% | 2.37% | Q4 2023 | Q2 2024 | 3 |
Addison Capital Co | 3 | 3 | 0.16% | 0.30% | 0.42% | Q4 2023 | Q2 2024 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Bruce G. Allen Investments, LLC | 3 | 3 | 13.54% | 13.86% | 14.39% | Q4 2023 | Q2 2024 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.28% | 0.31% | 0.36% | Q1 2021 | Q3 2021 | 3 |
Cullen Capital Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q4 2022 | 3 |
True Vision MN LLC | 3 | 3 | 1.62% | 2.66% | 3.51% | Q4 2023 | Q2 2024 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 3 |
&PARTNERS | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2023 | Q2 2024 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
TSA Wealth Managment LLC | 3 | 3 | 2.34% | 3.82% | 5.39% | Q4 2023 | Q2 2024 | 3 |
BUSH INVESTMENT GROUP, LLC | 3 | 3 | 0.79% | 1.40% | 2.05% | Q4 2023 | Q2 2024 | 3 |
OMNI 360 Wealth, Inc. | 3 | 3 | 1.46% | 1.83% | 2.08% | Q4 2023 | Q2 2024 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.80% | 1.43% | 2.52% | Q3 2022 | Q1 2023 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 2.42% | 2.47% | 2.57% | Q4 2016 | Q2 2017 | 3 |
EHRLICH FINANCIAL GROUP | 3 | 3 | 1.80% | 2.19% | 2.57% | Q4 2023 | Q2 2024 | 3 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Spectrum Wealth Counsel, LLC | 3 | 3 | 1.10% | 1.80% | 2.22% | Q4 2023 | Q2 2024 | 3 |
CAP Partners, LLC | 3 | 3 | 0.31% | 0.45% | 0.61% | Q4 2023 | Q2 2024 | 3 |
ELEVATE WEALTH ADVISORY, INC | 3 | 3 | 3.57% | 3.84% | 4.01% | Q4 2023 | Q2 2024 | 3 |
Alpha Omega Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 3 |
Bordeaux Wealth Advisors LLC | 3 | 3 | 0.06% | 0.12% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Squire Investment Management Company, LLC | 3 | 3 | 0.40% | 0.49% | 0.60% | Q4 2023 | Q2 2024 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Paladin Advisory Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2024 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 3 |
Concurrent Investment Advisors, LLC | 3 | 3 | 0.04% | 0.07% | 0.12% | Q4 2023 | Q2 2024 | 3 |
GAMMA Investing LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Impact Partnership Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
KINGSWOOD WEALTH ADVISORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2023 | Q2 2024 | 3 |
Evensky & Katz LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Mosley Wealth Management | 3 | 3 | 2.37% | 2.94% | 3.42% | Q4 2023 | Q2 2024 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 0.19% | 1.30% | 3.22% | Q1 2023 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 1.19% | 1.24% | 1.31% | Q4 2023 | Q2 2024 | 3 |
Oxler Private Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 3 |
CERTUITY, LLC | 2 | 1 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2021 | 3 |
Quotient Wealth Partners, LLC | 3 | 3 | 0.04% | 0.10% | 0.18% | Q4 2023 | Q2 2024 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q1 2018 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.09% | 0.15% | 0.20% | Q4 2021 | Q2 2022 | 3 |
ARK & TLK INVESTMENTS, LLC | 3 | 3 | 0.34% | 0.37% | 0.40% | Q4 2023 | Q2 2024 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Pineridge Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2023 | Q2 2024 | 3 |
NAPATREE CAPITAL LLC | 3 | 3 | 4.54% | 4.88% | 5.13% | Q4 2023 | Q2 2024 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2023 | Q2 2024 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q1 2024 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Octavia Wealth Advisors, LLC | 2 | 1 | 0.05% | 2.62% | 4.02% | Q3 2023 | Q2 2024 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.03% | 0.62% | 1.79% | Q1 2017 | Q4 2017 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.32% | 0.66% | Q2 2022 | Q4 2022 | 3 |
Colony Group, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 3 |
BCU Wealth Advisors, LLC | 3 | 3 | 0.46% | 0.87% | 1.36% | Q4 2023 | Q2 2024 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2023 | Q2 2024 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2020 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2023 | Q2 2024 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.70% | 0.75% | 0.84% | Q3 2023 | Q1 2024 | 3 |
Stonebrook Private Inc. | 3 | 3 | 3.45% | 4.04% | 4.36% | Q4 2023 | Q2 2024 | 3 |
SBK Financial, Inc. | 3 | 3 | 0.23% | 0.29% | 0.34% | Q4 2021 | Q2 2022 | 3 |
WATERSHED PRIVATE WEALTH LLC | 3 | 3 | 0.29% | 1.53% | 2.60% | Q4 2023 | Q2 2024 | 3 |
DOHJ, LLC | 3 | 3 | 0.70% | 0.73% | 0.79% | Q4 2023 | Q2 2024 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.04% | 0.10% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Maia Wealth LLC | 1 | 1 | 2.45% | 3.33% | 4.21% | Q4 2023 | Q2 2024 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2018 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Granger Management LLC | 2 | 2 | 3.16% | 3.67% | 4.18% | Q4 2020 | Q1 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 2 |
Savvy Advisors, Inc. | 2 | 2 | 0.08% | 0.14% | 0.20% | Q1 2024 | Q2 2024 | 2 |
BANK OF THE WEST | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q1 2015 | 2 |
Gilliland Jeter Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2024 | Q2 2024 | 2 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q1 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Farmers National Bank | 2 | 2 | 0.25% | 0.25% | 0.26% | Q1 2019 | Q2 2019 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Northwest Financial Advisors | 2 | 2 | 0.17% | 0.19% | 0.22% | Q1 2024 | Q2 2024 | 2 |
MOTIVE WEALTH ADVISORS | 2 | 2 | 0.32% | 0.33% | 0.34% | Q1 2024 | Q2 2024 | 2 |
WC Walker & Associates, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Peirce Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q1 2024 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Signal Advisors Wealth, LLC | 2 | 2 | 0.85% | 1.00% | 1.15% | Q4 2023 | Q1 2024 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.78% | 1.15% | 1.52% | Q2 2021 | Q3 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 1.20% | 1.29% | 1.39% | Q1 2022 | Q2 2022 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2023 | Q1 2024 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Strategic Equity Management | 2 | 2 | 1.63% | 1.67% | 1.72% | Q1 2024 | Q2 2024 | 2 |
LRI Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.75% | 1.38% | 2.01% | Q1 2021 | Q2 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.08% | 1.28% | 2.48% | Q3 2022 | Q4 2022 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2024 | Q2 2024 | 2 |
Oder Investment Management, LLC | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q4 2022 | 2 |
LEGG MASON, INC. | 2 | 2 | 0.70% | 8.64% | 16.59% | Q3 2016 | Q4 2016 | 2 |
Modern Wealth Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2024 | Q2 2024 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
New World Advisors LLC | 1 | 1 | 0.23% | 1.38% | 2.52% | Q4 2021 | Q2 2022 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.81% | 0.91% | 1.02% | Q4 2015 | Q1 2016 | 2 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 2.32% | 4.53% | Q1 2022 | Q3 2022 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Yeomans Consulting Group, Inc. | 2 | 2 | 0.11% | 2.36% | 4.62% | Q4 2023 | Q1 2024 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 2 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q2 2024 | 2 |
BOS Asset Management, LLC | 2 | 2 | 0.34% | 0.41% | 0.47% | Q3 2023 | Q4 2023 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.59% | 0.78% | 0.98% | Q1 2018 | Q2 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
INSTRUMENTAL WEALTH, LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2023 | Q1 2024 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.25% | 0.55% | 0.85% | Q3 2018 | Q4 2018 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
STRALEM & CO INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Hilltop National Bank | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2024 | Q2 2024 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q1 2024 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2024 | Q2 2024 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2018 | Q3 2018 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BAINCO INTERNATIONAL INVESTORS | 2 | 2 | 1.14% | 1.20% | 1.27% | Q2 2016 | Q3 2016 | 2 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Alaska Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2024 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.19% | 0.55% | 0.91% | Q4 2023 | Q1 2024 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2024 | Q2 2024 | 2 |
Claro Advisors LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q1 2024 | Q2 2024 | 2 |
Renasant Bank | 2 | 2 | 0.18% | 0.24% | 0.31% | Q3 2022 | Q4 2022 | 2 |
Cordant, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Newman & Schimel, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2020 | Q1 2021 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 0.26% | 0.70% | 1.13% | Q4 2023 | Q1 2024 | 2 |
CoreFirst Bank & Trust | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 1.02% | 1.24% | 1.46% | Q1 2024 | Q2 2024 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2023 | Q1 2024 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q2 2016 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 1.30% | 2.58% | Q4 2017 | Q2 2018 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 2 |
Diversify Advisory Services, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q1 2024 | Q2 2024 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
Gen-Wealth Partners Inc | 2 | 2 | 1.17% | 1.60% | 2.03% | Q1 2024 | Q2 2024 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2022 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2024 | Q2 2024 | 2 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Boltwood Capital Management | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Elk River Wealth Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.24% | 0.29% | 0.34% | Q1 2021 | Q2 2021 | 2 |
EWA, LLC | 2 | 2 | 3.24% | 4.12% | 5.00% | Q1 2024 | Q2 2024 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Peninsula Wealth, LLC | 2 | 2 | 0.67% | 1.03% | 1.38% | Q1 2024 | Q2 2024 | 2 |
CEDRUS LLC | 2 | 2 | 0.41% | 0.58% | 0.76% | Q4 2021 | Q1 2022 | 2 |
TIEDEMANN TRUST CO | 2 | 2 | 0.26% | 0.28% | 0.30% | Q1 2016 | Q2 2016 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
Schoolcraft Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Capital Square, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 0.32% | 0.76% | 1.20% | Q2 2021 | Q4 2021 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2024 | Q2 2024 | 2 |
Brick & Kyle, Associates | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q2 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hernani Holdings LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2020 | Q4 2020 | 1 |
Tidemark, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Essex LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Heritage Family Offices, LLP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2024 | Q2 2024 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Tolleson Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Redwood Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
WEALTHGARDEN F.S. LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2024 | Q2 2024 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Paracle Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Main Street Research LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Tevis Investment Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Dunhill Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mount Lucas Management LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q1 2022 | Q1 2022 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2024 | Q2 2024 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fortitude Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
S.A. Mason LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
Capital Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2024 | Q1 2024 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2021 | Q3 2021 | 1 |
FOCUS FINANCIAL NETWORK INC /ADV | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
FULLCIRCLE WEALTH LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2024 | Q2 2024 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Financial Network Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2024 | Q2 2024 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Hardin Capital Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2024 | Q2 2024 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Sagace Wealth Management LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2024 | Q2 2024 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
DAGCO, INC. | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2023 | Q4 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Rede Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Alternative Investment Advisors, LLC. | 1 | 1 | 3.84% | 3.84% | 3.84% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
CS MCKEE LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q1 2022 | Q1 2022 | 1 |
Triad Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2024 | Q1 2024 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 8.04% | 8.04% | 8.04% | Q2 2022 | Q2 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2017 | Q4 2017 | 1 |
Unique Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SUMMIT SECURITIES GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 6.08% | 6.08% | 6.08% | Q2 2013 | Q2 2013 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MB Generational Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2024 | Q1 2024 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Pathway Financial Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Able Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2023 | Q4 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ESL Trust Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ASHTON THOMAS SECURITIES, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2024 | Q2 2024 | 1 |
FPC INVESTMENT ADVISORY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Caitlin John, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2013 | Q3 2013 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q1 2024 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Curtis Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
GGM Financials LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2024 | Q2 2024 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 7.74% | 7.74% | 7.74% | Q3 2017 | Q3 2017 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2024 | Q2 2024 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2024 | Q1 2024 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2024 | Q1 2024 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chris Bulman Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CANADA LIFE ASSURANCE Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Highland Private Wealth Management | 1 | 1 | 3.15% | 3.15% | 3.15% | Q1 2018 | Q1 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Advisory Resource Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Discipline Wealth Solutions, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2024 | Q2 2024 | 1 |
Claret Asset Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2018 | Q4 2018 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OTA Financial Group L.P. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2014 | Q1 2014 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Noked Capital LTD | 1 | 1 | 5.68% | 5.68% | 5.68% | Q3 2019 | Q3 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 6.34% | 6.34% | 6.34% | Q1 2015 | Q1 2015 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Foundry Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2016 | Q4 2016 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q1 2024 | 1 |
Power Corp of Canada | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2022 | Q1 2022 | 1 |
Noked Israel Ltd | 1 | 1 | 5.68% | 5.68% | 5.68% | Q3 2019 | Q3 2019 | 1 |
Wells Financial Advisors INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2024 | Q2 2024 | 1 |
Leisure Capital Management | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2024 | Q2 2024 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
S&CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 4.97% | 4.97% | 4.97% | Q3 2021 | Q3 2021 | 1 |
Pacific Capital Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Catalytic Wealth RIA, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2024 | Q2 2024 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2024 | Q2 2024 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.