Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 36 | 19 | 0.00% | 0.04% | 0.31% | Q1 2009 | Q3 2023 | 57 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 52 |
Goldstein Munger & Associates | 52 | 52 | 0.19% | 0.60% | 2.36% | Q4 2009 | Q3 2022 | 52 |
MUFG Americas Holdings Corp | 48 | 48 | 0.10% | 0.30% | 0.58% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 31 | 15 | 0.00% | 0.06% | 0.26% | Q1 2012 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.08% | 0.33% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.07% | 0.28% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.10% | Q4 2012 | Q2 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.03% | 0.07% | 0.21% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 43 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 0.20% | 0.29% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 0.04% | 0.74% | 3.46% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.69% | 1.04% | 1.33% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.66% | 1.01% | 1.36% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.09% | 0.74% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.07% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.24% | 1.03% | 3.25% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.05% | 0.30% | 0.63% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.43% | 1.41% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.11% | 0.56% | 1.08% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.17% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
COLONY GROUP LLC | 42 | 42 | 0.10% | 0.29% | 1.14% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.29% | 1.09% | 2.06% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.06% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.18% | 0.47% | 0.75% | Q2 2013 | Q3 2023 | 41 |
Choate Investment Advisors | 21 | 20 | 0.03% | 0.59% | 4.87% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.08% | 0.36% | 0.70% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.03% | 0.10% | 0.23% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
TELEMUS CAPITAL, LLC | 40 | 40 | 0.04% | 0.14% | 0.95% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 2.29% | 5.82% | 11.42% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.27% | 0.74% | 2.82% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2023 | 40 |
CORTLAND ASSOCIATES INC/MO | 24 | 16 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.01% | 0.08% | 0.24% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 33 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
SHEETS SMITH WEALTH MANAGEMENT | 37 | 2 | 0.05% | 0.16% | 0.58% | Q4 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.11% | 1.97% | 4.66% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES TRUST N.A. | 32 | 7 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 39 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 31 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
HYMAN CHARLES D | 38 | 38 | 0.08% | 0.15% | 0.30% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.20% | 0.33% | Q2 2013 | Q3 2022 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.73% | 1.30% | 3.74% | Q2 2013 | Q3 2022 | 38 |
CONNING INC. | 38 | 38 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2023 | 38 |
PINNACLE FINANCIAL PARTNERS INC | 36 | 36 | 0.11% | 0.28% | 0.66% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2022 | 36 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 26 | 10 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 36 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 36 | 36 | 0.09% | 0.23% | 0.35% | Q3 2013 | Q2 2022 | 36 |
BSW Wealth Partners | 36 | 36 | 0.07% | 0.50% | 2.23% | Q2 2013 | Q1 2022 | 36 |
Cambridge Investment Research Advisors, Inc. | 28 | 8 | 0.01% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Country Club Trust Company, n.a. | 35 | 35 | 2.12% | 3.99% | 6.03% | Q2 2013 | Q4 2021 | 35 |
Patten Group, Inc. | 34 | 1 | 0.01% | 0.53% | 0.89% | Q4 2014 | Q3 2023 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Affiance Financial, LLC | 34 | 34 | 0.55% | 1.45% | 4.02% | Q2 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 30 | 1 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q3 2023 | 34 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.24% | 0.59% | 0.88% | Q2 2013 | Q3 2021 | 34 |
WEBSTER BANK, N. A. | 28 | 6 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 34 |
FIDUCIARY TRUST CO | 33 | 33 | 0.01% | 0.07% | 0.14% | Q3 2015 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 4 | 0.00% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.08% | 0.16% | Q3 2015 | Q3 2023 | 33 |
Harbour Capital Advisors, LLC | 21 | 3 | 0.15% | 0.36% | 0.54% | Q2 2013 | Q4 2023 | 33 |
Ifrah Financial Services, Inc. | 30 | 1 | 0.53% | 1.30% | 3.78% | Q2 2013 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 26 | 7 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q3 2023 | 33 |
MYCIO WEALTH PARTNERS, LLC | 27 | 1 | 0.01% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 32 |
Brinker Capital Investments, LLC | 27 | 5 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q4 2022 | 32 |
Rehmann Capital Advisory Group | 15 | 4 | 0.02% | 0.23% | 1.22% | Q4 2008 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.05% | 1.70% | 4.81% | Q1 2016 | Q3 2023 | 31 |
Clarius Group, LLC | 27 | 4 | 0.02% | 0.37% | 0.96% | Q4 2015 | Q3 2023 | 31 |
Hudock, Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.31% | Q4 2015 | Q3 2023 | 31 |
HSBC HOLDINGS PLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.05% | 0.25% | Q1 2014 | Q3 2023 | 31 |
Baker Avenue Asset Management, LP | 31 | 31 | 0.12% | 1.42% | 2.21% | Q1 2016 | Q3 2023 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Fragasso Group Inc. | 29 | 2 | 0.13% | 0.24% | 1.22% | Q2 2014 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
WRAPMANAGER INC | 17 | 13 | 0.07% | 0.15% | 0.22% | Q4 2015 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.15% | 1.95% | Q2 2013 | Q3 2020 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.02% | 0.14% | 0.25% | Q1 2016 | Q3 2023 | 30 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 28 | 1 | 0.01% | 0.34% | 0.75% | Q4 2014 | Q3 2023 | 30 |
Drexel Morgan & Co. | 26 | 4 | 0.06% | 0.35% | 0.56% | Q3 2013 | Q1 2021 | 30 |
GIRARD PARTNERS LTD. | 30 | 30 | 0.08% | 0.50% | 0.97% | Q2 2016 | Q3 2023 | 30 |
Sequent Asset Management, LLC | 30 | 30 | 0.02% | 0.70% | 0.91% | Q2 2013 | Q3 2020 | 30 |
SVA Wealth Management, LLC | 29 | 29 | 0.04% | 0.18% | 0.56% | Q4 2013 | Q4 2020 | 29 |
BTC Capital Management, Inc. | 21 | 8 | 0.09% | 0.15% | 0.35% | Q2 2016 | Q3 2023 | 29 |
Burt Wealth Advisors | 29 | 29 | 0.13% | 0.19% | 0.32% | Q4 2014 | Q4 2021 | 29 |
Valmark Advisers, Inc. | 29 | 29 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
RiverFront Investment Group, LLC | 29 | 29 | 0.03% | 2.98% | 5.33% | Q4 2015 | Q4 2022 | 29 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.06% | 0.51% | 1.67% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.01% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Sequoia Financial Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2021 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.08% | 0.44% | Q3 2014 | Q4 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.06% | 0.85% | 1.54% | Q4 2016 | Q3 2023 | 28 |
Nicholas Hoffman & Company, LLC. | 28 | 28 | 0.18% | 0.95% | 2.15% | Q4 2016 | Q3 2023 | 28 |
WealthPLAN Partners, LLC | 21 | 2 | 0.13% | 0.71% | 6.03% | Q2 2016 | Q4 2023 | 28 |
Atria Investments, Inc | 14 | 6 | 0.02% | 0.26% | 0.60% | Q3 2013 | Q3 2023 | 28 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 27 |
WEDBUSH SECURITIES INC | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Cetera Advisors LLC | 27 | 27 | 0.02% | 0.10% | 0.36% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Simplicity Solutions, LLC | 14 | 4 | 0.05% | 0.79% | 1.66% | Q3 2016 | Q2 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.45% | 1.08% | Q2 2017 | Q3 2023 | 26 |
FIRST MANHATTAN CO. LLC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
SCS Capital Management LLC | 14 | 5 | 0.01% | 0.05% | 0.57% | Q4 2016 | Q3 2023 | 26 |
MACQUARIE GROUP LTD | 24 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 26 |
Smithfield Trust Co | 26 | 26 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2020 | 26 |
Wharton Business Group, LLC | 26 | 26 | 0.02% | 0.11% | 0.31% | Q2 2013 | Q3 2019 | 26 |
FRANKLIN RESOURCES INC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
Autus Asset Management, LLC | 25 | 1 | 0.06% | 0.16% | 0.22% | Q2 2015 | Q4 2021 | 26 |
Rinet Co LLC | 26 | 26 | 0.16% | 0.55% | 1.52% | Q2 2015 | Q3 2021 | 26 |
Global Retirement Partners, LLC | 12 | 6 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 25 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.27% | 0.84% | Q3 2017 | Q3 2023 | 25 |
Torch Wealth Management LLC | 25 | 25 | 0.23% | 1.48% | 2.97% | Q4 2013 | Q4 2019 | 25 |
United Asset Strategies, Inc. | 25 | 25 | 0.10% | 0.17% | 0.25% | Q3 2017 | Q3 2023 | 25 |
Mariner, LLC | 24 | 1 | 0.00% | 0.08% | 0.21% | Q3 2016 | Q3 2023 | 25 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 8 | 0.03% | 0.27% | 0.82% | Q1 2014 | Q3 2023 | 25 |
ALERUS FINANCIAL NA | 25 | 25 | 0.04% | 0.07% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 25 |
Sandy Spring Bank | 21 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
CENTRAL TRUST Co | 25 | 25 | 0.00% | 0.05% | 0.20% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.03% | 0.14% | 1.01% | Q3 2017 | Q3 2023 | 25 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.14% | 0.34% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 1 | 0.01% | 1.04% | 2.34% | Q2 2017 | Q3 2023 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.13% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 24 |
BOK Financial Private Wealth, Inc. | 24 | 24 | 0.04% | 1.44% | 3.20% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.06% | 0.18% | 0.65% | Q4 2017 | Q3 2023 | 24 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 24 | 24 | 3.90% | 5.24% | 6.16% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.23% | 0.44% | Q4 2017 | Q3 2023 | 24 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.09% | 2.83% | 4.34% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.01% | 0.13% | Q4 2015 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 16 | 7 | 0.05% | 0.17% | 0.42% | Q1 2017 | Q3 2023 | 23 |
Sigma Planning Corp | 22 | 1 | 0.01% | 0.07% | 0.15% | Q3 2017 | Q3 2023 | 23 |
Bernicke Wealth Management, Ltd. | 23 | 23 | 0.13% | 0.40% | 1.43% | Q4 2014 | Q2 2020 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.01% | 0.07% | 0.18% | Q2 2017 | Q2 2023 | 23 |
Haverford Trust Co | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Advisory Alpha, LLC | 23 | 23 | 0.03% | 0.30% | 0.51% | Q1 2018 | Q3 2023 | 23 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.12% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 15 | 7 | 0.01% | 0.04% | 0.24% | Q3 2017 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 21 | 1 | 0.00% | 0.30% | 0.70% | Q2 2014 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 1 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 22 |
Trellis Advisors, LLC | 22 | 22 | 0.22% | 0.36% | 1.04% | Q2 2018 | Q3 2023 | 22 |
Ironwood Financial, llc | 18 | 4 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2020 | 22 |
Archford Capital Strategies, LLC | 13 | 3 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q4 2020 | 22 |
Hanlon Investment Management, Inc. | 14 | 1 | 0.03% | 0.24% | 0.63% | Q4 2014 | Q3 2023 | 22 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 22 |
PATTEN & PATTEN INC/TN | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.28% | 0.67% | Q2 2013 | Q3 2023 | 22 |
DUBUQUE BANK & TRUST CO | 16 | 2 | 0.00% | 1.87% | 3.98% | Q1 2015 | Q3 2023 | 22 |
Wakefield Asset Management LLLP | 21 | 21 | 1.95% | 4.02% | 5.94% | Q3 2018 | Q3 2023 | 21 |
ASPIRIANT, LLC | 11 | 1 | 0.01% | 0.40% | 3.61% | Q4 2014 | Q2 2022 | 21 |
REGENTATLANTIC CAPITAL LLC | 17 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.47% | 0.90% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.45% | 2.33% | 4.06% | Q4 2018 | Q4 2023 | 21 |
FINANCIAL COUNSELORS INC | 19 | 2 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.67% | 0.85% | 1.08% | Q1 2015 | Q2 2020 | 21 |
MOTCO | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 21 |
CIM INVESTMENT MANAGEMENT INC | 21 | 21 | 0.16% | 0.21% | 0.28% | Q2 2013 | Q2 2018 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 2 | 0.03% | 0.60% | 2.08% | Q4 2016 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CWM, LLC | 12 | 1 | 0.00% | 0.77% | 0.99% | Q1 2016 | Q3 2023 | 21 |
FDx Advisors, Inc. | 12 | 9 | 0.01% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 10 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 21 |
NorthRock Partners, LLC | 20 | 1 | 0.16% | 0.67% | 2.37% | Q4 2016 | Q3 2023 | 21 |
S. R. Schill & Associates | 21 | 21 | 2.24% | 4.04% | 6.17% | Q4 2014 | Q4 2019 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 1 | 0.00% | 0.35% | 0.58% | Q3 2015 | Q3 2023 | 21 |
FAS Wealth Partners, Inc. | 21 | 21 | 3.58% | 5.25% | 6.47% | Q3 2018 | Q3 2023 | 21 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 0.14% | 0.31% | 0.66% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.23% | 0.35% | Q4 2017 | Q3 2022 | 20 |
West Coast Financial LLC | 20 | 20 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 20 |
Covenant Partners, LLC | 20 | 20 | 6.07% | 7.40% | 15.13% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.12% | 0.35% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
MATRIX ASSET ADVISORS INC/NY | 20 | 20 | 0.06% | 0.09% | 0.14% | Q4 2015 | Q3 2020 | 20 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.05% | 0.19% | Q4 2016 | Q3 2023 | 20 |
REGIONS FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 20 |
BARCLAYS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.39% | 0.54% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.13% | 1.06% | 2.38% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.41% | 1.01% | 1.41% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.09% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.20% | 0.99% | 2.19% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.67% | 1.11% | 5.51% | Q4 2018 | Q3 2023 | 20 |
MIDDLETON & CO INC/MA | 20 | 20 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q2 2022 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.30% | 0.93% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Schneider Downs Wealth Management Advisors, LP | 20 | 20 | 0.11% | 0.25% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JNBA Financial Advisors | 19 | 19 | 0.01% | 0.10% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 14 | 5 | 0.05% | 0.17% | 0.32% | Q3 2017 | Q3 2023 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.06% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 19 |
OmniStar Financial Group, Inc. | 15 | 4 | 0.16% | 0.94% | 2.55% | Q4 2017 | Q4 2022 | 19 |
ACG Wealth | 11 | 8 | 0.05% | 0.18% | 0.77% | Q1 2017 | Q3 2022 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ASHFORD CAPITAL MANAGEMENT INC | 19 | 19 | 0.21% | 1.17% | 2.88% | Q2 2013 | Q4 2017 | 19 |
Roble, Belko & Company, Inc | 11 | 8 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q1 2022 | 19 |
Asset Dedication, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.04% | 0.08% | 0.15% | Q1 2018 | Q3 2022 | 19 |
Riverview Trust Co | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.03% | 0.25% | 0.48% | Q1 2019 | Q3 2023 | 19 |
Magnus Financial Group LLC | 16 | 3 | 0.03% | 0.34% | 1.44% | Q4 2018 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 18 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 19 |
TAP Consulting, LLC | 17 | 1 | 0.08% | 0.52% | 1.14% | Q1 2019 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.62% | 1.40% | Q1 2014 | Q2 2022 | 18 |
Merriman Wealth Management, LLC | 12 | 1 | 0.05% | 0.43% | 1.27% | Q3 2013 | Q2 2023 | 18 |
Clear Creek Financial Management, LLC | 18 | 18 | 0.16% | 1.50% | 4.16% | Q2 2019 | Q3 2023 | 18 |
GYL FINANCIAL SYNERGIES, LLC | 12 | 6 | 0.04% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 18 |
BAINCO INTERNATIONAL INVESTORS | 15 | 3 | 0.05% | 1.42% | 1.87% | Q1 2013 | Q4 2020 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2017 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 15 | 3 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 18 |
Truepoint, Inc. | 18 | 18 | 0.02% | 0.04% | 0.10% | Q3 2015 | Q4 2019 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.12% | 0.22% | Q1 2019 | Q2 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
Cassaday & Co Inc. | 9 | 1 | 0.00% | 0.20% | 0.82% | Q4 2014 | Q4 2021 | 18 |
LifePlan Financial Group, Inc | 18 | 18 | 0.17% | 0.48% | 2.51% | Q2 2016 | Q3 2020 | 18 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 17 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2021 | 18 |
People's United Financial, Inc. | 18 | 18 | 0.01% | 1.39% | 2.54% | Q4 2017 | Q1 2022 | 18 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.00% | 0.31% | 1.45% | Q2 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
MGO ONE SEVEN LLC | 14 | 2 | 0.02% | 0.18% | 0.45% | Q4 2017 | Q2 2023 | 18 |
CHEMICAL BANK | 18 | 18 | 0.03% | 0.09% | 0.19% | Q1 2015 | Q2 2019 | 18 |
Clark Capital Management Group, Inc. | 14 | 1 | 0.03% | 0.08% | 0.22% | Q4 2018 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 17 | 1 | 0.14% | 0.20% | 0.34% | Q3 2017 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 18 |
Domani Wealth, LLC | 9 | 3 | 0.04% | 0.27% | 0.99% | Q1 2018 | Q1 2023 | 17 |
SOL Capital Management CO | 17 | 17 | 0.14% | 0.17% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Relaxing Retirement Coach | 17 | 17 | 0.17% | 0.52% | 2.86% | Q4 2017 | Q4 2021 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.29% | 0.36% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 14 | 3 | 0.05% | 0.13% | 0.41% | Q1 2016 | Q3 2023 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Summit Asset Management, LLC | 12 | 1 | 0.07% | 0.14% | 0.23% | Q4 2015 | Q3 2021 | 17 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.21% | 0.49% | Q4 2016 | Q3 2023 | 17 |
NBT BANK N A /NY | 17 | 17 | 2.01% | 2.93% | 3.60% | Q3 2019 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.02% | 0.10% | 0.35% | Q2 2017 | Q3 2023 | 17 |
CAMBIAR INVESTORS LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q1 2020 | 17 |
TOWNSQUARE CAPITAL LLC | 14 | 3 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Leisure Capital Management | 17 | 17 | 0.22% | 0.68% | 2.44% | Q3 2019 | Q3 2023 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.07% | 0.23% | 0.48% | Q1 2015 | Q1 2019 | 17 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.08% | 0.73% | 3.95% | Q3 2013 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.19% | 0.61% | 0.82% | Q4 2018 | Q3 2023 | 17 |
IndexIQ Advisors LLC | 17 | 17 | 0.00% | 0.21% | 0.53% | Q1 2018 | Q1 2022 | 17 |
Wealthquest Corp | 14 | 3 | 0.38% | 0.58% | 0.77% | Q2 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 17 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.29% | 1.58% | Q4 2016 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.11% | 0.31% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
CRA Financial Services, LLC | 9 | 2 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q2 2023 | 16 |
SRS Capital Advisors, Inc. | 9 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.01% | 1.83% | 3.96% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.43% | 1.86% | 2.47% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Csenge Advisory Group | 11 | 2 | 0.04% | 0.16% | 0.37% | Q2 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 16 | 16 | 0.01% | 0.16% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Omega Financial Group, LLC | 16 | 16 | 0.93% | 1.76% | 2.03% | Q4 2019 | Q3 2023 | 16 |
LS Investment Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.18% | 0.67% | 1.49% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 16 | 16 | 0.00% | 1.22% | 1.86% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.07% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
BB&T SECURITIES, LLC | 16 | 16 | 0.08% | 0.13% | 0.24% | Q4 2015 | Q3 2019 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 1.70% | 3.56% | 5.39% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 1.36% | 2.28% | 3.64% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 11 | 4 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.12% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
JAMES INVESTMENT RESEARCH INC | 15 | 15 | 0.05% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.02% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.05% | 0.19% | 0.82% | Q4 2019 | Q3 2023 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.12% | 0.26% | Q2 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.39% | 0.53% | Q1 2020 | Q3 2023 | 15 |
PAX Financial Group, LLC | 15 | 15 | 2.07% | 3.76% | 5.82% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Freedom Investment Management, Inc. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2023 | 15 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.02% | 0.58% | 0.82% | Q4 2019 | Q3 2023 | 15 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.13% | 1.19% | Q3 2014 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
TRUE Private Wealth Advisors | 14 | 1 | 0.00% | 0.19% | 0.42% | Q3 2018 | Q3 2023 | 15 |
Day & Ennis, LLC | 14 | 1 | 0.01% | 2.32% | 3.45% | Q2 2017 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q4 2016 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.06% | 0.31% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 1.72% | 2.53% | 3.52% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 2.38% | 3.99% | 5.25% | Q2 2020 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.17% | 0.78% | 1.02% | Q2 2020 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 9 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q4 2022 | 14 |
RAND WEALTH, LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q4 2016 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.02% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.04% | 0.32% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 14 | 14 | 0.25% | 0.69% | 1.12% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.16% | 0.25% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.58% | 0.91% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.01% | 0.15% | 0.23% | Q2 2018 | Q3 2023 | 14 |
Brookstone Capital Management | 14 | 14 | 0.07% | 0.19% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.09% | 0.22% | 0.57% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.32% | 0.59% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.18% | 0.29% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Pettinga Financial Advisors LLC | 14 | 14 | 3.18% | 4.88% | 7.03% | Q2 2020 | Q3 2023 | 14 |
Sterling Capital Management LLC | 14 | 14 | 0.01% | 0.16% | 0.84% | Q2 2016 | Q3 2019 | 14 |
Ancora Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 14 |
Trek Financial, LLC | 14 | 14 | 0.23% | 0.53% | 0.90% | Q2 2020 | Q3 2023 | 14 |
Concorde Asset Management, LLC | 14 | 14 | 1.10% | 2.03% | 3.91% | Q2 2020 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 14 | 14 | 3.42% | 4.53% | 5.25% | Q2 2020 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.05% | 0.24% | 0.35% | Q3 2011 | Q3 2023 | 14 |
Invst, LLC | 14 | 14 | 0.65% | 1.37% | 2.24% | Q2 2020 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 1.19% | 2.20% | 3.52% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.11% | 0.52% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Bay Harbor Wealth Management, LLC | 14 | 14 | 1.44% | 2.25% | 3.44% | Q2 2020 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.25% | 2.22% | 4.42% | Q4 2019 | Q1 2023 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.14% | 0.29% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.00% | 0.08% | 0.76% | Q4 2019 | Q1 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.11% | 0.29% | Q2 2020 | Q3 2023 | 14 |
SigFig Wealth Management, LLC | 14 | 14 | 0.08% | 0.20% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 14 |
HC FINANCIAL ADVISORS INC | 14 | 14 | 0.95% | 1.33% | 1.89% | Q1 2019 | Q2 2022 | 14 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.07% | 0.29% | 0.44% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.08% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Cooper Financial Group | 14 | 14 | 0.35% | 1.69% | 4.15% | Q2 2020 | Q3 2023 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 1.20% | 1.72% | 2.46% | Q2 2020 | Q3 2023 | 14 |
Intelligence Driven Advisers, LLC | 13 | 1 | 0.05% | 4.31% | 9.10% | Q4 2018 | Q3 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 4.34% | 6.85% | 8.70% | Q2 2020 | Q3 2023 | 14 |
SteelPeak Wealth, LLC | 14 | 14 | 0.56% | 1.05% | 1.64% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.09% | 0.19% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Mount Yale Investment Advisors, LLC | 14 | 14 | 0.24% | 0.49% | 0.90% | Q2 2020 | Q3 2023 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 14 | 0.22% | 0.51% | 0.92% | Q1 2016 | Q2 2019 | 14 |
Cypress Wealth Services, LLC | 14 | 14 | 1.53% | 2.18% | 3.26% | Q2 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 1 | 0.00% | 2.46% | 3.91% | Q3 2019 | Q3 2023 | 14 |
Stone House Investment Management, LLC | 14 | 14 | 2.79% | 4.59% | 6.25% | Q2 2020 | Q3 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.46% | 0.54% | 0.64% | Q2 2020 | Q3 2023 | 14 |
High Falls Advisors, Inc | 14 | 14 | 2.43% | 4.48% | 6.71% | Q2 2020 | Q3 2023 | 14 |
BANK OF THE WEST | 9 | 5 | 0.02% | 0.10% | 0.20% | Q4 2014 | Q4 2021 | 14 |
SNS Financial Group, LLC | 14 | 14 | 0.05% | 0.15% | 0.21% | Q2 2015 | Q3 2018 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Montecito Bank & Trust | 9 | 5 | 0.05% | 0.09% | 0.21% | Q2 2020 | Q4 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.79% | 1.67% | 2.88% | Q2 2020 | Q3 2023 | 14 |
Crestone Asset Management LLC | 14 | 14 | 0.53% | 2.05% | 4.12% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.78% | 1.89% | 3.20% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.05% | 0.32% | Q4 2019 | Q3 2023 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Sharkey, Howes & Javer | 14 | 14 | 2.34% | 3.52% | 4.83% | Q2 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 14 | 14 | 0.25% | 0.38% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Horst & Graben Wealth Management LLC | 14 | 14 | 1.46% | 3.07% | 5.09% | Q2 2020 | Q3 2023 | 14 |
Private Capital Group, LLC | 9 | 1 | 0.01% | 0.16% | 0.37% | Q1 2018 | Q2 2022 | 14 |
WESBANCO BANK INC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.23% | 0.84% | 1.52% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 7 | 7 | 0.14% | 0.37% | 0.79% | Q1 2020 | Q3 2023 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 5 | 0.06% | 0.21% | 0.41% | Q2 2020 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.04% | 0.11% | 0.28% | Q1 2019 | Q3 2023 | 13 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q2 2023 | 13 |
WFG Advisors, LP | 7 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 13 |
Professional Financial Advisors, LLC | 13 | 13 | 0.01% | 0.63% | 1.11% | Q3 2020 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 13 | 13 | 0.12% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.05% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
WASHINGTON TRUST BANK | 8 | 1 | 0.00% | 0.17% | 0.44% | Q3 2015 | Q3 2023 | 13 |
NWAM LLC | 12 | 1 | 0.12% | 0.37% | 0.58% | Q2 2020 | Q3 2023 | 13 |
QUADRANT CAPITAL GROUP LLC | 7 | 2 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2020 | 13 |
One Wealth Advisors, LLC | 12 | 1 | 0.25% | 2.40% | 4.00% | Q4 2019 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 13 |
Argent Advisors, Inc. | 13 | 13 | 0.14% | 0.27% | 0.46% | Q4 2019 | Q4 2022 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Wealth Alliance | 13 | 13 | 0.10% | 1.02% | 1.78% | Q3 2020 | Q3 2023 | 13 |
Financial Enhancement Group LLC | 13 | 13 | 0.11% | 0.23% | 0.40% | Q4 2016 | Q4 2019 | 13 |
MEANS INVESTMENT CO., INC. | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Quadrant Private Wealth Management, LLC | 9 | 4 | 0.14% | 0.33% | 0.61% | Q2 2020 | Q3 2023 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.15% | 0.67% | 1.40% | Q4 2019 | Q4 2022 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.02% | 0.12% | 0.23% | Q2 2020 | Q2 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.04% | 0.11% | 0.27% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.27% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
TIAA CREF TRUST CO FSB/MO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Lido Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 7 | 6 | 0.08% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 0.90% | 1.51% | 2.16% | Q3 2020 | Q3 2023 | 13 |
Financial Partners Group, Inc | 13 | 13 | 0.06% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
FIRST NATIONAL TRUST CO | 9 | 4 | 0.01% | 0.11% | 0.27% | Q3 2018 | Q4 2022 | 13 |
CreativeOne Wealth, LLC | 13 | 13 | 0.03% | 1.00% | 1.76% | Q3 2020 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.19% | 0.32% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Cordasco Financial Network | 12 | 1 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q1 2017 | 13 |
Truadvice, LLC | 13 | 13 | 0.31% | 1.35% | 2.43% | Q3 2020 | Q3 2023 | 13 |
FLC Capital Advisors | 13 | 13 | 0.33% | 1.99% | 2.93% | Q2 2020 | Q2 2023 | 13 |
First Heartland Consultants, Inc. | 7 | 6 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 12 | 1 | 0.02% | 0.12% | 0.17% | Q3 2018 | Q1 2023 | 13 |
Visionary Wealth Advisors | 13 | 13 | 0.08% | 0.14% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.04% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Center for Financial Planning, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
PATTON ALBERTSON MILLER GROUP, LLC | 13 | 13 | 0.06% | 0.34% | 0.97% | Q3 2020 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 5 | 0.16% | 0.23% | 0.29% | Q2 2020 | Q3 2023 | 13 |
Smith, Salley & Associates | 13 | 13 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q2 2022 | 13 |
CUTLER INVESTMENT COUNSEL LLC | 13 | 13 | 0.05% | 0.12% | 0.54% | Q1 2016 | Q1 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 13 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2018 | 13 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 2.66% | 4.82% | 8.82% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AGF INVESTMENTS INC. | 12 | 12 | 0.16% | 0.21% | 0.31% | Q2 2016 | Q1 2019 | 12 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.24% | 0.92% | 1.70% | Q4 2020 | Q3 2023 | 12 |
JOYN Advisors, Inc. | 5 | 3 | 0.01% | 0.36% | 1.82% | Q2 2013 | Q3 2018 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 12 |
Keebeck Wealth Management, LLC | 12 | 12 | 0.30% | 0.87% | 2.03% | Q4 2020 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 9 | 1 | 0.04% | 0.18% | 0.90% | Q4 2017 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 7 | 5 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Successful Portfolios LLC | 12 | 12 | 0.31% | 0.55% | 0.73% | Q2 2020 | Q1 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.13% | 0.79% | 1.51% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.12% | 0.93% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 2 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.79% | 0.97% | 1.17% | Q4 2020 | Q3 2023 | 12 |
BURKE & HERBERT BANK & TRUST CO | 6 | 1 | 0.13% | 0.17% | 0.20% | Q2 2017 | Q4 2021 | 12 |
Fluent Financial, LLC | 12 | 12 | 0.29% | 1.49% | 2.74% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.22% | 0.49% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 1.72% | 2.18% | 2.64% | Q4 2019 | Q3 2022 | 12 |
Copperleaf Capital, LLC | 12 | 12 | 1.87% | 2.55% | 3.27% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.17% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 12 |
Lantz Financial LLC | 12 | 12 | 0.13% | 0.81% | 1.36% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.07% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Lineweaver Wealth Advisors, LLC | 9 | 3 | 2.44% | 3.95% | 5.25% | Q2 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.80% | 1.43% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Ledyard National Bank | 8 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 12 |
MATHER GROUP, LLC. | 8 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Oldfather Financial Services, LLC | 12 | 12 | 0.13% | 0.17% | 0.23% | Q4 2019 | Q3 2022 | 12 |
Icon Wealth Partners, LLC | 9 | 3 | 1.52% | 2.62% | 3.59% | Q2 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.05% | 0.35% | 1.96% | Q3 2015 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 12 |
Gladstone Institutional Advisory LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.31% | 0.42% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.04% | 0.09% | 0.10% | Q2 2018 | Q1 2021 | 12 |
Endurance Wealth Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
PFG Advisors | 6 | 1 | 0.11% | 0.21% | 0.26% | Q1 2018 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 1.16% | 1.57% | 2.69% | Q4 2020 | Q3 2023 | 12 |
Royal Fund Management, LLC | 12 | 12 | 0.02% | 0.14% | 0.44% | Q2 2017 | Q1 2020 | 12 |
Balentine LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 1.02% | 2.09% | 3.27% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.29% | 0.42% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
GHP Investment Advisors, Inc. | 11 | 1 | 0.02% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Atlas Private Wealth Management, LLC | 12 | 12 | 0.23% | 0.60% | 1.24% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.18% | 0.28% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Total Wealth Planning, LLC | 5 | 1 | 0.22% | 0.27% | 0.34% | Q4 2018 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.04% | 0.32% | 0.83% | Q1 2019 | Q1 2022 | 11 |
Waverly Advisors, LLC | 9 | 2 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.16% | 0.28% | 0.97% | Q4 2020 | Q2 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 2.62% | 3.74% | 5.14% | Q4 2020 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.62% | 0.79% | 1.07% | Q1 2021 | Q3 2023 | 11 |
Tri-Star Advisors Inc. | 11 | 11 | 3.07% | 4.50% | 5.76% | Q2 2020 | Q4 2022 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.11% | 1.08% | 2.92% | Q4 2020 | Q2 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.02% | 0.48% | 1.29% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 3.83% | 4.77% | 6.45% | Q4 2020 | Q2 2023 | 11 |
Confluence Wealth Management LLC | 8 | 3 | 0.10% | 0.55% | 2.74% | Q1 2016 | Q3 2020 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.07% | 0.30% | 0.57% | Q1 2021 | Q3 2023 | 11 |
Element Wealth, LLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
F3Logic, LLC | 9 | 2 | 0.01% | 0.18% | 0.94% | Q1 2018 | Q4 2021 | 11 |
55I, LLC | 11 | 11 | 2.76% | 3.87% | 5.13% | Q1 2020 | Q3 2022 | 11 |
Mechanics Bank Trust Department | 11 | 11 | 0.19% | 0.32% | 0.56% | Q1 2021 | Q3 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q1 2022 | 11 |
Orin Green Financial, LLC | 7 | 4 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.11% | 0.15% | 0.24% | Q4 2019 | Q2 2022 | 11 |
Fountainhead AM, LLC | 11 | 11 | 0.14% | 2.72% | 4.92% | Q1 2021 | Q3 2023 | 11 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 8 | 3 | 0.77% | 0.98% | 1.33% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.13% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 11 |
MCIA Inc | 11 | 11 | 0.09% | 3.76% | 6.70% | Q2 2020 | Q4 2022 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 11 |
Legacy Wealth Asset Management, LLC | 7 | 4 | 0.08% | 0.13% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.17% | 0.96% | 1.60% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.14% | 0.61% | 1.30% | Q1 2021 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 11 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.11% | 0.21% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.02% | 0.16% | 0.38% | Q4 2019 | Q2 2022 | 11 |
Rollins Financial | 8 | 3 | 0.06% | 0.22% | 0.42% | Q4 2020 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 6 | 2 | 0.01% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 11 |
RNC CAPITAL MANAGEMENT LLC | 6 | 4 | 0.01% | 0.20% | 0.65% | Q2 2013 | Q2 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Guidance Point Advisors, LLC | 10 | 10 | 0.14% | 0.26% | 0.32% | Q2 2020 | Q3 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
North Star Investment Management Corp. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TANAKA CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 9 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.12% | 0.58% | 0.87% | Q2 2021 | Q3 2023 | 10 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 3.14% | 4.43% | 5.76% | Q4 2020 | Q2 2023 | 10 |
Pachira Investments Inc. | 10 | 10 | 0.36% | 0.91% | 2.14% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.01% | 0.51% | 1.12% | Q4 2020 | Q1 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.07% | 0.10% | 0.13% | Q1 2021 | Q2 2023 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 10 |
BAR HARBOR TRUST SERVICES | 10 | 10 | 0.06% | 0.45% | 2.09% | Q4 2019 | Q1 2022 | 10 |
FULTON BREAKEFIELD BROENNIMAN LLC | 10 | 10 | 0.02% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
NewFocus Financial Group, LLC | 9 | 1 | 0.36% | 0.70% | 1.19% | Q4 2015 | Q4 2020 | 10 |
Bison Wealth, LLC | 9 | 1 | 0.00% | 0.05% | 0.34% | Q4 2019 | Q3 2023 | 10 |
Fiduciary Trust Co International of Pennsylvania | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2020 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
First Citizens Financial Corp | 8 | 2 | 0.21% | 0.36% | 0.54% | Q1 2021 | Q3 2023 | 10 |
Advocacy Wealth Management Services, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 10 |
Williams Financial, LLC | 6 | 1 | 2.98% | 4.10% | 5.33% | Q4 2020 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.21% | 0.55% | Q4 2020 | Q1 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 10 |
Tactical Allocation Group LLC | 6 | 4 | 0.11% | 2.94% | 5.96% | Q2 2013 | Q2 2016 | 10 |
QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 1.11% | 1.78% | 2.32% | Q2 2020 | Q3 2022 | 10 |
MANAGED ACCOUNT SERVICES INC | 10 | 10 | 0.16% | 1.87% | 2.36% | Q2 2019 | Q3 2021 | 10 |
ADIRONDACK TRUST CO | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.42% | 0.72% | 1.26% | Q1 2018 | Q2 2020 | 10 |
Israel Discount Bank of New York | 9 | 1 | 0.09% | 0.10% | 0.14% | Q1 2017 | Q4 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.07% | 0.16% | 0.28% | Q2 2020 | Q3 2022 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 2 | 0.29% | 0.56% | 1.06% | Q3 2020 | Q3 2023 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.05% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 9 |
First Command Advisory Services, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 9 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 0.08% | 0.25% | Q4 2013 | Q2 2023 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.09% | 0.32% | 0.61% | Q4 2013 | Q4 2015 | 9 |
FINANCIAL LIFE ADVISORS | 5 | 2 | 0.11% | 1.84% | 5.02% | Q4 2017 | Q3 2023 | 9 |
Glassman Wealth Services | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 9 |
First Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.26% | 0.64% | 1.32% | Q4 2021 | Q4 2023 | 9 |
HARDING LOEVNER LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
FIRST FOUNDATION ADVISORS | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.06% | 0.30% | 0.52% | Q4 2020 | Q4 2022 | 9 |
PRW Wealth Management LLC | 8 | 1 | 0.20% | 3.45% | 24.04% | Q2 2021 | Q3 2023 | 9 |
ERn Financial, LLC | 4 | 2 | 0.05% | 0.87% | 2.78% | Q4 2018 | Q3 2023 | 9 |
Stegner Investment Associates Inc. | 7 | 2 | 0.26% | 0.75% | 1.04% | Q3 2020 | Q4 2022 | 9 |
Northeast Financial Consultants Inc | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 4 | 1 | 0.01% | 0.16% | 0.55% | Q4 2020 | Q3 2023 | 9 |
Accel Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Regis Management CO LLC | 5 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 2.81% | 4.79% | 6.41% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
MEEDER ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 7 | 2 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 3.15% | 4.79% | 6.34% | Q3 2021 | Q3 2023 | 9 |
Convergent Wealth Advisors | 9 | 9 | 3.59% | 5.40% | 7.86% | Q2 2013 | Q2 2015 | 9 |
RHS Financial, LLC | 9 | 9 | 0.16% | 0.43% | 0.81% | Q3 2021 | Q3 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.17% | 0.62% | 1.30% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Apeiron RIA LLC | 8 | 8 | 0.24% | 2.07% | 3.28% | Q4 2021 | Q3 2023 | 8 |
AdvicePeriod, LLC | 8 | 8 | 0.03% | 0.07% | 0.16% | Q3 2019 | Q2 2021 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.93% | 1.48% | 2.16% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.01% | 0.88% | 1.94% | Q4 2020 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.20% | 0.37% | 0.65% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
TCWP LLC | 8 | 8 | 0.64% | 1.25% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Trilogy Capital Inc. | 3 | 1 | 0.02% | 0.16% | 1.14% | Q3 2019 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.17% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.13% | 0.65% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2016 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.02% | 0.18% | 0.30% | Q4 2018 | Q3 2020 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
EVOKE WEALTH, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.09% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.07% | 0.66% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Neumann Capital Management, LLC | 6 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.09% | 0.19% | 0.46% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.08% | 0.28% | Q4 2017 | Q3 2020 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 1.92% | 2.95% | 4.36% | Q4 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.06% | 0.23% | 0.35% | Q3 2020 | Q3 2022 | 8 |
W ADVISORS, LLC | 8 | 8 | 1.39% | 2.61% | 3.38% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 2.00% | 2.30% | 2.53% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.05% | 0.47% | 1.01% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 2.58% | 2.83% | 3.06% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.26% | 0.57% | 0.99% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 2.18% | 2.86% | 3.30% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.03% | 0.14% | 0.23% | Q2 2016 | Q1 2018 | 8 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.22% | 1.11% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
VERUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.01% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.87% | 1.38% | 2.03% | Q4 2021 | Q3 2023 | 8 |
Bridgeworth, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 0.06% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 4.39% | 6.55% | 8.66% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.79% | 1.27% | 2.20% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.50% | 0.54% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 5.60% | 6.28% | 6.91% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.48% | 0.57% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Financial Engines Advisors L.L.C. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Keystone Financial Services | 8 | 8 | 3.54% | 6.07% | 7.91% | Q4 2021 | Q3 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 0.52% | 1.45% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Horan Securities, Inc. | 6 | 2 | 0.00% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 3.13% | 4.63% | 6.96% | Q2 2013 | Q1 2015 | 8 |
HHM Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.38% | 0.99% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.60% | 0.80% | 1.00% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 7 | 1 | 0.09% | 0.17% | 0.37% | Q2 2017 | Q4 2021 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.92% | 1.37% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.87% | 1.39% | 2.30% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.16% | 0.38% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.41% | 0.56% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 3.82% | 4.80% | 5.58% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.00% | 1.42% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Diversified, LLC | 4 | 4 | 0.11% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 7 | 1 | 0.04% | 0.31% | 1.12% | Q4 2020 | Q3 2023 | 8 |
Horrell Capital Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Sound Financial Strategies Group, LLC | 5 | 3 | 0.00% | 1.19% | 3.24% | Q2 2021 | Q2 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 1.97% | 2.92% | 4.25% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.13% | 0.19% | 0.30% | Q4 2020 | Q3 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
Prosperity Planning, Inc. | 6 | 2 | 0.06% | 0.13% | 0.25% | Q4 2020 | Q2 2023 | 8 |
Kalos Management, Inc. | 8 | 8 | 0.23% | 0.31% | 0.45% | Q1 2020 | Q4 2021 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.28% | 0.39% | 0.53% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 0.14% | 0.22% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Harbor Group, Inc. | 7 | 7 | 0.29% | 0.71% | 1.17% | Q1 2022 | Q3 2023 | 7 |
Edge Capital Group, LLC | 6 | 1 | 0.02% | 0.38% | 0.47% | Q3 2020 | Q2 2022 | 7 |
PFS Partners, LLC | 7 | 7 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 1 | 0.05% | 0.19% | 0.42% | Q1 2020 | Q3 2023 | 7 |
Provident Wealth Management, LLC | 7 | 7 | 0.61% | 0.78% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q2 2015 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.17% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.11% | 0.60% | 1.13% | Q4 2019 | Q2 2021 | 7 |
Kistler-Tiffany Companies, LLC | 6 | 1 | 0.00% | 0.16% | 0.31% | Q2 2021 | Q2 2023 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 1 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 1.87% | 2.25% | 2.99% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.22% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 1.41% | 2.97% | 4.26% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
HawsGoodwin Investment Management LLC | 7 | 7 | 5.67% | 6.08% | 6.69% | Q2 2020 | Q4 2021 | 7 |
COURIER CAPITAL LLC | 5 | 2 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.10% | 0.30% | 0.88% | Q1 2021 | Q4 2022 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 7 | 4.26% | 4.83% | 5.38% | Q2 2020 | Q4 2021 | 7 |
Interchange Capital Partners, LLC | 7 | 7 | 0.27% | 0.96% | 1.70% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.12% | 1.04% | 1.86% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.01% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
RDA Financial Network | 4 | 1 | 0.09% | 0.19% | 0.35% | Q2 2020 | Q2 2023 | 7 |
SAGE FINANCIAL GROUP INC | 6 | 1 | 0.03% | 0.09% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q3 2021 | 7 |
CAMBRIDGE TRUST CO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 7 |
Miller Investment Management, LP | 4 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
TSFG, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.17% | 0.21% | 0.24% | Q3 2019 | Q1 2021 | 7 |
FIRST AMERICAN TRUST, FSB | 5 | 2 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
Private Ocean, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
NVWM, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.14% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 0.44% | 0.50% | 0.55% | Q4 2020 | Q2 2022 | 7 |
Renaissance Technologies | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
EUDAIMONIA ADVISORS LLC | 7 | 7 | 0.21% | 0.26% | 0.35% | Q1 2022 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 1 | 0.06% | 0.11% | 0.13% | Q1 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Kowal Investment Group, LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 5 | 2 | 0.03% | 0.24% | 0.48% | Q4 2020 | Q4 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
FLAGSTAR ADVISORS INC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.11% | 0.42% | 0.68% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.03% | 0.06% | 0.14% | Q2 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 4 | 1 | 0.04% | 0.13% | 0.26% | Q4 2013 | Q1 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.25% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Roger Wittlin Investment Advisory, LLC | 3 | 3 | 0.34% | 1.26% | 2.62% | Q4 2021 | Q3 2023 | 6 |
My Personal CFO, LLC | 4 | 2 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.03% | 0.12% | 0.38% | Q3 2021 | Q4 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
Tranquility Partners, LLC | 6 | 6 | 0.13% | 0.18% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 5 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2022 | 6 |
PACES FERRY WEALTH ADVISORS, LLC | 4 | 1 | 0.08% | 0.48% | 0.90% | Q3 2020 | Q3 2023 | 6 |
Knott David M Jr | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allegheny Financial Group LTD | 6 | 6 | 0.17% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Tanglewood Wealth Management, Inc. | 6 | 6 | 0.11% | 1.11% | 1.48% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 5 | 1 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q2 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 3.64% | 4.77% | 5.19% | Q2 2022 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.16% | 0.20% | 0.24% | Q2 2020 | Q3 2021 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.57% | 2.19% | 3.04% | Q4 2020 | Q2 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.26% | 0.28% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Emerson Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 6 |
MONECO Advisors, LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 6 |
Source Financial Advisors LLC | 6 | 6 | 0.08% | 0.63% | 0.94% | Q4 2020 | Q1 2022 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.04% | 0.11% | 0.20% | Q2 2020 | Q3 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Alera Investment Advisors, LLC | 5 | 1 | 0.01% | 0.19% | 0.41% | Q4 2018 | Q2 2023 | 6 |
True North Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
SCOTIA CAPITAL INC. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.56% | 0.71% | 0.80% | Q4 2020 | Q1 2022 | 6 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 1.41% | 1.86% | Q4 2019 | Q2 2023 | 6 |
Newton One Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 2.20% | 2.83% | 4.94% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.45% | 0.55% | 0.58% | Q4 2020 | Q1 2022 | 6 |
Hardy Reed LLC | 4 | 2 | 0.04% | 0.17% | 0.25% | Q1 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 2 | 0.04% | 0.20% | 0.85% | Q4 2017 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 0.16% | 0.62% | 1.70% | Q4 2017 | Q1 2019 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.03% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 6 |
Smart Money Group LLC | 4 | 2 | 1.23% | 2.61% | 3.57% | Q1 2018 | Q3 2020 | 6 |
Betterment LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Simplicity Wealth,LLC | 5 | 1 | 0.28% | 3.39% | 5.39% | Q4 2021 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 1.50% | 2.51% | 4.53% | Q2 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
MKD WEALTH COACHES, LLC | 6 | 6 | 0.80% | 1.52% | 1.75% | Q3 2020 | Q4 2021 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.13% | 0.22% | 0.33% | Q1 2021 | Q2 2022 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.25% | 1.54% | 2.04% | Q3 2020 | Q4 2021 | 6 |
Kathmere Capital Management, LLC | 6 | 6 | 0.05% | 0.80% | 1.03% | Q2 2022 | Q3 2023 | 6 |
Sightline Wealth Advisors, LLC | 6 | 6 | 0.27% | 0.28% | 0.31% | Q2 2021 | Q3 2022 | 6 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.13% | 0.25% | 0.30% | Q3 2020 | Q3 2021 | 5 |
Cornerstone Wealth Advisors, Inc. | 5 | 5 | 0.13% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Hudson Portfolio Management LLC | 3 | 2 | 0.22% | 0.23% | 0.26% | Q4 2021 | Q2 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.18% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.01% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.25% | 0.47% | 0.64% | Q2 2020 | Q2 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.09% | 0.11% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Kerntke Otto McGlone Wealth Management Group | 4 | 1 | 0.00% | 0.90% | 1.22% | Q3 2020 | Q4 2022 | 5 |
BHF RG Capital Inc. | 5 | 5 | 0.36% | 0.65% | 0.95% | Q2 2020 | Q2 2021 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 1.73% | 1.93% | 2.23% | Q3 2021 | Q3 2022 | 5 |
Fulcrum Capital LLC | 5 | 5 | 0.38% | 0.45% | 0.59% | Q1 2021 | Q1 2022 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.37% | 0.38% | 0.39% | Q3 2022 | Q3 2023 | 5 |
MMA ASSET MANAGEMENT LLC | 5 | 5 | 1.57% | 2.08% | 2.64% | Q3 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.86% | 1.17% | 1.85% | Q4 2021 | Q4 2022 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 1.80% | 2.16% | 2.58% | Q2 2022 | Q2 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.42% | 0.48% | 0.53% | Q2 2020 | Q3 2021 | 5 |
SBK Financial, Inc. | 5 | 5 | 1.42% | 1.58% | 1.79% | Q4 2021 | Q4 2022 | 5 |
M. Kraus & Co | 5 | 5 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.86% | 0.89% | 0.94% | Q2 2013 | Q2 2014 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2019 | 5 |
Colony Family Offices, LLC | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.16% | 3.29% | 4.49% | Q4 2022 | Q4 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.11% | 0.26% | Q1 2022 | Q2 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 1.33% | 1.49% | 1.84% | Q3 2022 | Q3 2023 | 5 |
MONEYWISE, INC. | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q4 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.66% | 0.71% | 0.78% | Q2 2013 | Q2 2014 | 5 |
Empire Life Investments Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Private Advisory Group LLC | 5 | 5 | 2.31% | 3.08% | 3.66% | Q2 2017 | Q2 2018 | 5 |
Oxinas Partners Wealth Management LLC | 5 | 5 | 0.78% | 0.83% | 0.93% | Q4 2020 | Q4 2021 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Marion Wealth Management | 5 | 5 | 0.10% | 2.52% | 4.56% | Q4 2021 | Q4 2022 | 5 |
Golden State Equity Partners | 5 | 5 | 0.20% | 0.23% | 0.29% | Q1 2021 | Q1 2022 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Thrive Capital Management, LLC | 5 | 5 | 0.17% | 0.30% | 0.51% | Q4 2020 | Q4 2021 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.01% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 5 |
Capital Planning LLC | 5 | 5 | 0.24% | 0.26% | 0.28% | Q4 2020 | Q4 2021 | 5 |
HYA Advisors, Inc | 5 | 5 | 0.10% | 2.21% | 3.83% | Q2 2021 | Q2 2022 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2017 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.39% | 0.42% | 0.45% | Q4 2022 | Q4 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.19% | 0.46% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Milestone Investment Advisors LLC | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 3.12% | 3.36% | 3.52% | Q3 2016 | Q2 2017 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 2.38% | 2.91% | 3.48% | Q4 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 1 | 0.00% | 0.12% | 0.39% | Q4 2020 | Q4 2022 | 4 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.46% | 0.60% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.02% | 0.09% | 0.29% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.59% | 1.32% | Q4 2021 | Q3 2022 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
CONSILIO WEALTH ADVISORS, LLC | 4 | 4 | 5.45% | 6.35% | 6.78% | Q4 2022 | Q3 2023 | 4 |
Kaizen Financial Strategies | 2 | 2 | 0.19% | 0.30% | 0.54% | Q4 2020 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 1.32% | 1.58% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Family Firm, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 1.06% | 1.49% | 1.83% | Q1 2021 | Q4 2021 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.75% | 1.01% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gratus Capital, LLC | 4 | 4 | 0.53% | 0.63% | 0.70% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.41% | 0.77% | 1.14% | Q1 2023 | Q4 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.16% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.13% | 0.28% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.10% | 0.18% | 0.39% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.72% | 0.87% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.04% | 0.08% | 0.14% | Q2 2017 | Q1 2018 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q4 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q4 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.24% | 0.50% | 0.73% | Q3 2017 | Q2 2018 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 4 |
Advisory Resource Group | 4 | 4 | 0.70% | 1.09% | 1.50% | Q4 2018 | Q3 2019 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.28% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.32% | 0.70% | 0.93% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.10% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MainStreet Investment Advisors LLC | 3 | 1 | 0.05% | 0.35% | 1.19% | Q1 2021 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.36% | 0.47% | 0.55% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.02% | 1.44% | 1.72% | Q4 2022 | Q3 2023 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2017 | Q2 2018 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 3.61% | 4.59% | 5.40% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.33% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 2.96% | 3.26% | 3.55% | Q3 2022 | Q2 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MKT Advisors LLC | 3 | 1 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.33% | 0.53% | 1.02% | Q3 2019 | Q2 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 1.59% | 3.28% | 4.08% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.11% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.66% | 0.75% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 1.54% | 1.77% | 1.98% | Q4 2020 | Q3 2021 | 4 |
S.E.E.D. Planning Group LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (USA) Corp | 4 | 4 | 0.19% | 1.80% | 2.74% | Q2 2021 | Q1 2022 | 4 |
Detalus Advisors, LLC | 3 | 1 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q4 2022 | 4 |
Cornerstone Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2013 | Q2 2014 | 4 |
Keel Point, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.94% | 1.03% | 1.09% | Q4 2022 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Brookfield Asset Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Resource Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Cardinal Strategic Wealth Guidance | 4 | 4 | 2.40% | 8.00% | 10.20% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.14% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.09% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 1.12% | 3.24% | 4.24% | Q1 2021 | Q4 2021 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 0.22% | 1.50% | 5.19% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 2.54% | 3.61% | 4.16% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.75% | 1.45% | 1.79% | Q4 2016 | Q3 2017 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 2.67% | 2.91% | 3.46% | Q4 2022 | Q3 2023 | 4 |
Snider Financial Group | 4 | 4 | 0.43% | 1.24% | 1.52% | Q2 2021 | Q1 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 1.03% | 1.08% | 1.14% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 4.85% | 6.15% | 7.76% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 1.04% | 1.17% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.86% | 1.11% | 1.33% | Q3 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 1.44% | 1.77% | 2.10% | Q4 2022 | Q3 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q4 2021 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 2.19% | 2.25% | 2.33% | Q4 2022 | Q3 2023 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 2.66% | 3.00% | 3.58% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.42% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.09% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 4 | 4 | 0.12% | 0.14% | 0.14% | Q1 2023 | Q4 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.83% | 3.02% | 5.44% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ironwood Investment Counsel, LLC | 4 | 4 | 0.11% | 0.31% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.14% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.06% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q1 2022 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.16% | 1.54% | 2.36% | Q2 2023 | Q4 2023 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ADVISOR PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.70% | 1.37% | 2.62% | Q3 2022 | Q1 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.68% | 0.71% | 0.72% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.89% | 1.01% | 1.14% | Q4 2014 | Q2 2015 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
Navalign, LLC | 1 | 1 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q4 2022 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.25% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 0.74% | 2.12% | 3.16% | Q1 2023 | Q3 2023 | 3 |
Intellectus Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Eagle Strategies LLC | 2 | 1 | 0.05% | 0.11% | 0.16% | Q4 2021 | Q2 2023 | 3 |
CABANA LLC | 2 | 1 | 0.01% | 1.69% | 4.34% | Q4 2017 | Q2 2020 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.13% | 0.16% | 0.17% | Q4 2020 | Q4 2021 | 3 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 3 |
Destination Wealth Management | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Cornerstone Advisory, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 3 |
Lion Street Advisors, LLC | 2 | 1 | 0.08% | 0.35% | 0.50% | Q3 2020 | Q2 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
NCM Capital Management, LLC | 3 | 3 | 0.43% | 0.46% | 0.48% | Q1 2022 | Q3 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XPONANCE, INC. | 3 | 3 | 4.88% | 7.53% | 9.79% | Q3 2017 | Q1 2018 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.47% | 0.72% | Q4 2021 | Q2 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
Valentine Capital Asset Management, Inc. | 2 | 1 | 0.01% | 0.43% | 1.06% | Q1 2012 | Q4 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.31% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2021 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Curtis Advisory Group, LLC | 3 | 3 | 0.20% | 0.27% | 0.36% | Q4 2022 | Q2 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.13% | 0.74% | 1.85% | Q2 2022 | Q4 2022 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q2 2020 | Q4 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.18% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 0.19% | 1.14% | 2.49% | Q1 2023 | Q3 2023 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.55% | 0.96% | 1.17% | Q4 2019 | Q2 2020 | 3 |
Tufton Capital Management | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.03% | 0.85% | 1.48% | Q1 2023 | Q3 2023 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.25% | 0.55% | 0.75% | Q1 2023 | Q3 2023 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Ironwood Wealth Management, LLC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Hefty Wealth Partners | 3 | 3 | 0.02% | 0.06% | 0.13% | Q3 2017 | Q1 2018 | 3 |
MCMORGAN & CO LLC | 3 | 3 | 6.32% | 6.71% | 7.23% | Q1 2023 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q1 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.19% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 4.31% | 4.54% | 4.66% | Q4 2022 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.79% | 0.81% | 0.84% | Q2 2020 | Q4 2020 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SILVERHAWK ASSET MANAGEMENT, LLC | 3 | 3 | 4.92% | 4.97% | 5.00% | Q4 2021 | Q2 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Octavia Wealth Advisors, LLC | 2 | 1 | 0.09% | 2.98% | 4.46% | Q4 2020 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Huntington Steele LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2018 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.03% | 0.13% | 0.31% | Q4 2018 | Q2 2022 | 3 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Surevest, LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q4 2019 | Q3 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 2.58% | 3.60% | 4.63% | Q2 2023 | Q3 2023 | 2 |
Blueprint Investment Partners LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q2 2023 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PITCAIRN CO | 1 | 1 | 0.03% | 0.28% | 0.52% | Q4 2018 | Q1 2022 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 2 |
Schoolcraft Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q3 2015 | Q4 2015 | 2 |
CAPITAL WEALTH MANAGEMENT, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q1 2020 | Q2 2020 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2023 | Q3 2023 | 2 |
MBA Advisors LLC | 2 | 2 | 0.10% | 0.27% | 0.43% | Q1 2021 | Q2 2021 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.10% | 0.20% | Q2 2019 | Q3 2022 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.78% | 0.87% | 0.96% | Q3 2023 | Q4 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MBE Wealth Management, LLC | 2 | 2 | 1.39% | 1.39% | 1.39% | Q2 2020 | Q3 2020 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q2 2020 | 2 |
Independence Wealth Advisors, Inc. | 1 | 1 | 0.29% | 0.30% | 0.31% | Q2 2019 | Q4 2019 | 2 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.16% | Q4 2019 | Q3 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Bray Capital Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.43% | 0.85% | Q4 2016 | Q1 2023 | 2 |
Cordant, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2020 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.52% | 0.61% | 0.70% | Q1 2016 | Q2 2016 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 3.13% | 3.31% | 3.49% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Advisor Resource Council | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.03% | 0.22% | 0.40% | Q1 2023 | Q2 2023 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2012 | Q4 2012 | 2 |
Madison Wealth Partners, Inc | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.02% | 0.32% | 0.62% | Q3 2022 | Q4 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STRALEM & CO INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q1 2017 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.37% | 0.53% | 0.69% | Q4 2021 | Q1 2022 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q1 2021 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.01% | 0.16% | 0.30% | Q3 2017 | Q3 2021 | 2 |
UNIONVIEW, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Leo H. Evart, Inc. | 2 | 2 | 0.69% | 0.71% | 0.74% | Q4 2021 | Q1 2022 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 1.92% | 1.96% | 1.99% | Q3 2022 | Q4 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.30% | 0.35% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 2.54% | 2.64% | 2.74% | Q3 2020 | Q4 2020 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bank of New Hampshire | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.31% | 0.39% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 2.83% | 3.25% | 3.67% | Q4 2020 | Q1 2021 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 1.30% | 3.02% | 4.74% | Q4 2017 | Q4 2021 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q4 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.22% | 0.26% | 0.30% | Q1 2023 | Q2 2023 | 2 |
JSF Financial, LLC | 2 | 2 | 0.28% | 0.58% | 0.87% | Q4 2021 | Q1 2022 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2018 | Q1 2019 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q1 2023 | 2 |
NorthLanding Financial Partners, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.75% | 0.77% | 0.79% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
VIAWEALTH, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 1.02% | 1.17% | 1.32% | Q1 2022 | Q3 2022 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.64% | 0.96% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 1.57% | 1.73% | 1.88% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.18% | 0.23% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.62% | 0.68% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q1 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.40% | 0.49% | 0.57% | Q2 2023 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
LVZ, Inc. | 2 | 2 | 5.85% | 6.64% | 7.43% | Q3 2018 | Q4 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
JMG Financial Group, Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Schrum Private Wealth Management LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q1 2022 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.15% | 0.19% | 0.24% | Q2 2023 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.25% | 0.40% | Q4 2020 | Q4 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.27% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.92% | 1.12% | 1.33% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
CFO4Life Group, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2022 | Q4 2022 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2021 | Q3 2021 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2013 | Q3 2013 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tevis Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Aries Wealth Management | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2022 | Q1 2022 | 1 |
Derbend Asset Management | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2022 | Q4 2022 | 1 |
OTA Financial Group L.P. | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2014 | Q1 2014 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2017 | Q3 2017 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2022 | Q4 2022 | 1 |
4J Wealth Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q2 2018 | Q2 2018 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Highland Private Wealth Management | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2018 | Q1 2018 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Doman Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XML Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2023 | Q3 2023 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Glovista Investments LLC | 1 | 1 | 6.74% | 6.74% | 6.74% | Q1 2017 | Q1 2017 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Essex Savings Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q3 2016 | Q3 2016 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Verum Partners LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
WCM INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2018 | Q4 2018 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 4.94% | 4.94% | 4.94% | Q3 2021 | Q3 2021 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2015 | Q2 2015 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Legacy CG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2017 | Q4 2017 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Taylor & Morgan Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
S&CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Renasant Bank | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Riverwater Partners LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 3.67% | 3.67% | 3.67% | Q2 2013 | Q2 2013 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advisor OS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Essex LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.