Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.26% | 0.89% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.26% | 0.92% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 40 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
CADINHA & CO LLC | 39 | 39 | 0.10% | 2.39% | 7.44% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.09% | 0.36% | Q3 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 36 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 37 |
Regal Investment Advisors LLC | 37 | 37 | 0.04% | 0.41% | 2.01% | Q3 2014 | Q3 2023 | 37 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
OPTIMUM INVESTMENT ADVISORS | 34 | 2 | 0.08% | 0.31% | 0.55% | Q4 2014 | Q4 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.20% | 0.66% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 35 | 0.63% | 1.57% | 3.05% | Q1 2015 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 34 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.83% | 1.51% | Q2 2015 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 33 | 33 | 0.00% | 0.05% | 0.63% | Q3 2015 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 24 | 24 | 0.00% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 33 |
Cetera Advisors LLC | 32 | 32 | 0.02% | 0.25% | 0.77% | Q4 2015 | Q3 2023 | 32 |
AMERIPRISE FINANCIAL INC | 32 | 32 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.10% | 0.32% | Q4 2015 | Q3 2023 | 32 |
ST GERMAIN D J CO INC | 29 | 3 | 0.00% | 1.14% | 2.39% | Q4 2015 | Q4 2023 | 32 |
US BANCORP \DE\ | 30 | 1 | 0.00% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.06% | 2.52% | 4.86% | Q4 2015 | Q3 2023 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 31 | 31 | 0.02% | 0.27% | 0.80% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.08% | 3.12% | 3.99% | Q2 2016 | Q3 2023 | 30 |
First Horizon Advisors, Inc. | 18 | 12 | 0.00% | 0.05% | 0.17% | Q2 2015 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 14 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 1 | 0.00% | 0.02% | 0.34% | Q3 2015 | Q3 2023 | 30 |
Sigma Planning Corp | 22 | 8 | 0.01% | 0.09% | 0.28% | Q1 2016 | Q3 2023 | 30 |
COMERICA BANK | 27 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.07% | 0.27% | Q1 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.07% | 0.32% | 0.85% | Q1 2016 | Q3 2023 | 30 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.14% | 0.42% | 0.76% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.13% | 0.36% | Q2 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.01% | 0.11% | 0.27% | Q3 2016 | Q3 2023 | 29 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.66% | 1.92% | Q2 2015 | Q3 2023 | 29 |
VICUS CAPITAL | 26 | 3 | 0.03% | 0.40% | 1.44% | Q2 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.38% | 1.48% | Q4 2016 | Q3 2023 | 28 |
PRUDENTIAL FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Valmark Advisers, Inc. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 26 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 28 |
PARK AVENUE SECURITIES LLC | 28 | 28 | 0.53% | 5.72% | 18.54% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.06% | 0.20% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Relative Value Partners Group, LLC | 27 | 27 | 1.01% | 3.23% | 4.81% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 22 | 5 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.52% | 1.26% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.08% | 0.68% | Q2 2013 | Q4 2019 | 27 |
AE Wealth Management LLC | 19 | 8 | 0.04% | 0.29% | 1.09% | Q4 2016 | Q3 2023 | 27 |
MUFG Americas Holdings Corp | 27 | 27 | 0.03% | 0.10% | 0.40% | Q1 2016 | Q3 2022 | 27 |
FAS Wealth Partners, Inc. | 27 | 27 | 0.00% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 21 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 27 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 26 | 26 | 0.05% | 0.86% | 7.72% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 18 | 1 | 0.03% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 26 |
Atria Investments, Inc | 26 | 26 | 0.01% | 0.38% | 1.28% | Q2 2017 | Q3 2023 | 26 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.36% | Q1 2014 | Q4 2022 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.80% | 2.80% | Q3 2017 | Q3 2023 | 25 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 20 | 1 | 0.07% | 0.46% | 2.36% | Q4 2014 | Q3 2022 | 25 |
M&T BANK CORP | 15 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 25 | 25 | 0.11% | 0.56% | 1.42% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 24 | 1 | 0.01% | 0.26% | 0.94% | Q1 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.36% | 1.33% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 4.92% | 8.78% | 11.07% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.02% | 0.15% | 0.36% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 1 | 0.01% | 0.74% | 1.70% | Q2 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.01% | 1.09% | 2.90% | Q4 2017 | Q3 2023 | 24 |
PEOPLES FINANCIAL SERVICES CORP. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Montecito Bank & Trust | 24 | 24 | 1.37% | 3.17% | 7.32% | Q1 2018 | Q4 2023 | 24 |
LAZARD ASSET MANAGEMENT LLC | 15 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 21 | 2 | 0.00% | 0.08% | 0.34% | Q3 2017 | Q3 2023 | 23 |
Brookstone Capital Management | 23 | 23 | 0.76% | 1.10% | 1.80% | Q1 2018 | Q3 2023 | 23 |
Stone House Investment Management, LLC | 23 | 23 | 0.13% | 6.04% | 18.94% | Q1 2018 | Q3 2023 | 23 |
Sharkey, Howes & Javer | 23 | 23 | 0.00% | 3.84% | 9.91% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Summit X, LLC | 23 | 23 | 0.30% | 1.39% | 4.13% | Q1 2018 | Q3 2023 | 23 |
WEALTHSOURCE PARTNERS, LLC | 23 | 23 | 0.16% | 3.67% | 10.76% | Q1 2018 | Q3 2023 | 23 |
Venturi Wealth Management, LLC | 23 | 23 | 0.01% | 0.25% | 0.51% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 23 |
IHT Wealth Management, LLC | 17 | 1 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 22 |
Concorde Asset Management, LLC | 22 | 22 | 0.44% | 2.65% | 10.20% | Q1 2018 | Q2 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 1.67% | 6.21% | Q4 2017 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.02% | 0.15% | 0.58% | Q2 2018 | Q3 2023 | 22 |
CAHABA WEALTH MANAGEMENT, INC. | 22 | 22 | 0.08% | 0.24% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Day & Ennis, LLC | 18 | 4 | 0.28% | 2.25% | 4.79% | Q1 2018 | Q3 2023 | 22 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 17 | 2 | 0.81% | 1.43% | 2.40% | Q3 2017 | Q3 2023 | 22 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 8 | 0.12% | 0.44% | 1.33% | Q1 2018 | Q3 2023 | 22 |
PFG Advisors | 22 | 22 | 0.11% | 0.61% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Continuum Advisory, LLC | 22 | 22 | 0.16% | 0.37% | 1.70% | Q2 2018 | Q3 2023 | 22 |
RFG Advisory, LLC | 22 | 22 | 0.08% | 0.77% | 2.33% | Q2 2018 | Q3 2023 | 22 |
SCOTIA CAPITAL INC. | 17 | 4 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 19 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 21 | 21 | 0.02% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.88% | 1.70% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.08% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2021 | 21 |
Stratos Wealth Partners, LTD. | 18 | 1 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q3 2023 | 21 |
PEAVINE CAPITAL, LLC | 21 | 21 | 0.32% | 0.46% | 0.56% | Q1 2015 | Q1 2020 | 21 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.10% | 0.48% | Q2 2015 | Q3 2023 | 21 |
3EDGE Asset Management, LP | 17 | 4 | 0.13% | 8.41% | 25.70% | Q2 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 7 | 2 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q2 2023 | 21 |
LVZ, Inc. | 21 | 21 | 0.07% | 1.15% | 2.27% | Q1 2016 | Q1 2021 | 21 |
Estate Counselors, LLC | 18 | 2 | 0.04% | 0.94% | 1.62% | Q3 2015 | Q1 2021 | 20 |
IFG Advisory, LLC | 16 | 4 | 0.03% | 0.21% | 0.73% | Q1 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.02% | 0.23% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.15% | 4.40% | 12.40% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.01% | 0.87% | 2.88% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.24% | 5.41% | 15.47% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.03% | 0.29% | 0.50% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.08% | 1.52% | 3.08% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.08% | 6.02% | 12.62% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 14 | 6 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.23% | 2.74% | 5.49% | Q4 2018 | Q3 2023 | 20 |
FORVIS Wealth Advisors, LLC | 20 | 20 | 0.01% | 0.84% | 3.51% | Q3 2018 | Q2 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.24% | 1.45% | 4.31% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Avondale Wealth Management | 20 | 20 | 0.05% | 7.27% | 11.76% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.11% | 0.52% | 1.14% | Q4 2018 | Q3 2023 | 20 |
W.G. Shaheen & Associates DBA Whitney & Co | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
OmniStar Financial Group, Inc. | 20 | 20 | 0.23% | 0.91% | 1.50% | Q1 2018 | Q4 2022 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.35% | 0.69% | Q4 2016 | Q3 2023 | 20 |
Deane Retirement Strategies, Inc. | 20 | 20 | 0.07% | 1.52% | 11.84% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.05% | 0.33% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 19 | 19 | 0.05% | 0.38% | 0.86% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Advisors, LLC | 19 | 19 | 0.05% | 0.39% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
1607 Capital Partners, LLC | 15 | 4 | 0.24% | 2.76% | 4.83% | Q4 2015 | Q3 2023 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 18 | 0.00% | 0.03% | 0.22% | Q2 2015 | Q3 2019 | 19 |
Compagnie Lombard Odier SCmA | 12 | 7 | 0.01% | 0.11% | 0.29% | Q2 2016 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 19 | 19 | 2.59% | 3.23% | 3.95% | Q1 2015 | Q3 2019 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.25% | 2.36% | 4.21% | Q4 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.39% | 1.17% | 1.87% | Q1 2019 | Q3 2023 | 19 |
First PREMIER Bank | 19 | 19 | 0.03% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Hanlon Investment Management, Inc. | 19 | 19 | 0.03% | 0.27% | 0.70% | Q1 2019 | Q3 2023 | 19 |
First Heartland Consultants, Inc. | 19 | 19 | 0.04% | 0.16% | 0.34% | Q1 2019 | Q3 2023 | 19 |
BAILARD, INC. | 19 | 19 | 0.46% | 1.27% | 2.67% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
FRANKLIN RESOURCES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TRUE Private Wealth Advisors | 16 | 1 | 0.00% | 0.30% | 0.72% | Q3 2018 | Q3 2023 | 18 |
Truvestments Capital LLC | 15 | 3 | 0.01% | 0.34% | 0.86% | Q1 2019 | Q3 2023 | 18 |
Hilltop Holdings Inc. | 17 | 1 | 0.07% | 0.43% | 0.98% | Q3 2017 | Q3 2023 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
First Allied Advisory Services, Inc. | 14 | 4 | 0.01% | 0.18% | 0.60% | Q1 2016 | Q3 2020 | 18 |
Tennessee Valley Asset Management Partners | 18 | 18 | 0.26% | 4.95% | 7.58% | Q2 2019 | Q3 2023 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.02% | 0.09% | 0.21% | Q4 2016 | Q1 2021 | 18 |
Archford Capital Strategies, LLC | 18 | 18 | 0.01% | 0.41% | 0.85% | Q2 2019 | Q3 2023 | 18 |
PRIVATE TRUST CO NA | 16 | 1 | 0.04% | 0.13% | 0.18% | Q1 2016 | Q3 2023 | 18 |
UBP Investment Advisors SA | 17 | 1 | 2.02% | 2.90% | 4.51% | Q4 2017 | Q3 2022 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.02% | 0.29% | 0.50% | Q1 2018 | Q2 2022 | 18 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.04% | 0.29% | Q1 2015 | Q2 2023 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
WealthPLAN Partners, LLC | 12 | 2 | 0.00% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.37% | 1.75% | 2.86% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Pensionmark Financial Group, LLC | 18 | 18 | 0.07% | 0.40% | 0.64% | Q2 2019 | Q3 2023 | 18 |
Van Hulzen Asset Management, LLC | 18 | 18 | 0.12% | 1.09% | 2.69% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.07% | 0.25% | 0.69% | Q2 2019 | Q3 2023 | 18 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 3 | 0.08% | 0.49% | 1.02% | Q4 2017 | Q2 2023 | 18 |
High Falls Advisors, Inc | 18 | 18 | 0.22% | 3.86% | 8.79% | Q2 2019 | Q3 2023 | 18 |
Mount Yale Investment Advisors, LLC | 17 | 17 | 0.05% | 0.20% | 0.40% | Q3 2019 | Q3 2023 | 17 |
RDA Financial Network | 17 | 17 | 0.14% | 0.36% | 0.90% | Q2 2019 | Q2 2023 | 17 |
Aveo Capital Partners, LLC | 17 | 17 | 0.05% | 0.35% | 1.35% | Q2 2019 | Q2 2023 | 17 |
Invst, LLC | 17 | 17 | 0.13% | 1.04% | 2.40% | Q3 2019 | Q3 2023 | 17 |
Arete Wealth Advisors, LLC | 11 | 6 | 0.04% | 0.10% | 0.38% | Q2 2019 | Q3 2023 | 17 |
Itau Unibanco Holding S.A. | 9 | 8 | 0.02% | 0.92% | 4.36% | Q2 2019 | Q3 2023 | 17 |
Strategic Investment Advisors / MI | 16 | 1 | 0.27% | 1.09% | 1.91% | Q2 2019 | Q3 2023 | 17 |
Bernardo Wealth Planning LLC | 17 | 17 | 0.91% | 3.60% | 5.75% | Q3 2019 | Q3 2023 | 17 |
Jackson, Grant Investment Advisers, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
LexAurum Advisors, LLC | 17 | 17 | 0.08% | 0.34% | 0.64% | Q3 2019 | Q3 2023 | 17 |
Archer Investment Corp | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.12% | 3.83% | 6.64% | Q4 2018 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 8 | 2 | 0.02% | 0.19% | 0.74% | Q4 2016 | Q2 2023 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.03% | 0.19% | 0.84% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.07% | 0.21% | 0.42% | Q4 2018 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 7 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q2 2023 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.04% | 0.22% | 0.47% | Q3 2019 | Q3 2023 | 17 |
Allworth Financial LP | 14 | 1 | 0.00% | 1.61% | 4.67% | Q4 2018 | Q3 2023 | 17 |
Jackson Hole Capital Partners, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Jordan Park Group LLC | 17 | 17 | 2.62% | 11.83% | 33.04% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 9 | 8 | 0.02% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 1.46% | 2.23% | Q2 2019 | Q3 2023 | 17 |
SUMMIT FINANCIAL GROUP, INC. | 17 | 17 | 0.15% | 0.31% | 0.62% | Q3 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.04% | 0.33% | 0.68% | Q3 2019 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.20% | 0.43% | Q2 2018 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 12 | 5 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.33% | 2.18% | 5.94% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 14 | 2 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 2.88% | 9.22% | 15.84% | Q4 2019 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 8 | 1 | 0.00% | 1.25% | 6.54% | Q1 2018 | Q4 2022 | 16 |
Veracity Capital LLC | 16 | 16 | 0.07% | 0.50% | 0.81% | Q4 2019 | Q3 2023 | 16 |
WEST PACES ADVISORS INC. | 16 | 16 | 0.01% | 0.11% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 1.56% | 7.66% | 11.78% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 2 | 0.00% | 0.29% | 4.48% | Q4 2015 | Q3 2020 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.68% | 4.28% | 8.64% | Q4 2019 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 11 | 2 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q3 2022 | 16 |
Cornerstone Wealth Management, LLC | 16 | 16 | 0.08% | 0.22% | 0.58% | Q1 2017 | Q4 2020 | 16 |
Stelac Advisory Services LLC | 10 | 6 | 0.07% | 0.17% | 0.41% | Q3 2019 | Q3 2023 | 16 |
Csenge Advisory Group | 12 | 1 | 0.05% | 0.15% | 0.42% | Q3 2017 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 12 | 4 | 0.02% | 0.07% | 0.20% | Q3 2018 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
SFMG, LLC | 12 | 4 | 0.09% | 2.75% | 16.15% | Q1 2016 | Q4 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 0.50% | 1.91% | 3.86% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 12 | 2 | 0.62% | 1.98% | 5.66% | Q2 2019 | Q3 2023 | 16 |
Paradigm Financial Partners, LLC | 16 | 16 | 0.13% | 0.26% | 0.42% | Q1 2019 | Q4 2022 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 3.12% | 5.52% | 8.44% | Q4 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.05% | 0.66% | 1.64% | Q4 2019 | Q3 2023 | 16 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 10 | 1 | 0.22% | 0.77% | 1.57% | Q2 2018 | Q4 2023 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 0.32% | 2.64% | 15.80% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 4 | 0.00% | 0.02% | 0.11% | Q3 2015 | Q3 2021 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.12% | 0.24% | 0.55% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 9 | 6 | 0.33% | 4.02% | 7.09% | Q4 2018 | Q4 2022 | 15 |
Mariner, LLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.03% | 0.14% | 0.29% | Q4 2017 | Q2 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.02% | 0.15% | 0.36% | Q3 2011 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 15 | 15 | 0.08% | 0.29% | 0.72% | Q1 2020 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.01% | 0.14% | Q1 2020 | Q4 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.02% | 0.30% | 0.68% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.03% | 0.37% | 1.52% | Q4 2017 | Q2 2021 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.01% | 0.04% | 0.20% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.26% | 1.15% | Q2 2016 | Q4 2019 | 15 |
Allianz Asset Management GmbH | 10 | 1 | 0.01% | 0.01% | 0.05% | Q2 2016 | Q1 2023 | 15 |
Gladstone Institutional Advisory LLC | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.06% | 0.86% | Q1 2020 | Q3 2023 | 15 |
One Wealth Advisors, LLC | 15 | 15 | 0.14% | 1.86% | 4.63% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 8 | 1 | 0.00% | 0.03% | 0.20% | Q3 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 2 | 0.00% | 0.14% | 0.38% | Q4 2019 | Q3 2023 | 15 |
Lineweaver Wealth Advisors, LLC | 10 | 5 | 2.23% | 5.21% | 11.47% | Q4 2019 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2022 | 15 |
PRUDENT INVESTORS NETWORK, INC. | 15 | 15 | 0.26% | 8.48% | 18.88% | Q1 2020 | Q3 2023 | 15 |
180 WEALTH ADVISORS, LLC | 15 | 15 | 0.05% | 0.12% | 0.21% | Q1 2019 | Q3 2022 | 15 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 15 | 15 | 0.09% | 0.24% | 0.47% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.16% | 0.54% | 0.97% | Q1 2020 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 1.37% | 5.45% | 9.92% | Q1 2020 | Q3 2023 | 15 |
SigFig Wealth Management, LLC | 15 | 15 | 0.08% | 0.27% | 0.41% | Q1 2020 | Q3 2023 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 4.18% | 8.94% | 14.25% | Q1 2020 | Q3 2023 | 15 |
Perella Weinberg Partners Capital Management LP | 15 | 15 | 0.84% | 1.83% | 3.34% | Q1 2020 | Q3 2023 | 15 |
Foundations Investment Advisors, LLC | 14 | 1 | 0.08% | 0.46% | 0.96% | Q4 2018 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 14 | 14 | 0.07% | 0.34% | 3.36% | Q1 2020 | Q2 2023 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 0.39% | 0.84% | 1.91% | Q2 2020 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 14 |
Anfield Capital Management, LLC | 13 | 1 | 0.02% | 1.22% | 2.31% | Q4 2019 | Q3 2023 | 14 |
SCS Capital Management LLC | 8 | 6 | 0.01% | 4.09% | 12.31% | Q4 2019 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 11 | 3 | 0.04% | 0.19% | 0.47% | Q4 2016 | Q4 2021 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.01% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 13 | 1 | 0.01% | 0.14% | 0.52% | Q4 2019 | Q2 2023 | 14 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 14 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
JT Stratford LLC | 8 | 6 | 0.11% | 1.43% | 2.40% | Q3 2019 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 8 | 6 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Beacon Financial Advisory LLC | 14 | 14 | 0.19% | 0.38% | 0.61% | Q1 2020 | Q2 2023 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.10% | 0.36% | 0.56% | Q2 2020 | Q3 2023 | 14 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.10% | 0.55% | 1.04% | Q4 2016 | Q1 2020 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.02% | 0.19% | 0.57% | Q4 2015 | Q4 2021 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.47% | 1.10% | 1.93% | Q1 2019 | Q2 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.05% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Your Advocates Ltd., LLP | 12 | 2 | 0.00% | 0.08% | 0.39% | Q1 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.13% | 0.33% | Q3 2014 | Q4 2021 | 14 |
First National Bank of South Miami | 14 | 14 | 0.13% | 0.58% | 0.93% | Q4 2018 | Q1 2022 | 14 |
Procyon Advisors, LLC | 9 | 5 | 0.04% | 0.16% | 0.42% | Q1 2020 | Q3 2023 | 14 |
HERITAGE INVESTORS MANAGEMENT CORP | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.00% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 14 |
Successful Portfolios LLC | 14 | 14 | 0.30% | 1.21% | 1.64% | Q4 2019 | Q1 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 0.32% | 5.76% | 8.41% | Q2 2020 | Q3 2023 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.20% | 0.89% | Q1 2020 | Q2 2023 | 14 |
JCIC Asset Management Inc. | 12 | 1 | 0.01% | 0.21% | 2.26% | Q3 2019 | Q1 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.05% | 1.02% | 2.45% | Q2 2017 | Q2 2020 | 13 |
Hudock, Inc. | 9 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2021 | 13 |
First Pacific Financial | 13 | 13 | 0.85% | 3.52% | 18.11% | Q3 2020 | Q3 2023 | 13 |
Spectrum Asset Management, Inc. (NB/CA) | 13 | 13 | 2.83% | 8.11% | 14.86% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.05% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Independent Advisor Alliance | 9 | 4 | 0.01% | 0.03% | 0.19% | Q3 2019 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
StoneX Group Inc. | 11 | 2 | 0.06% | 0.21% | 0.51% | Q2 2019 | Q2 2023 | 13 |
Element Wealth, LLC | 12 | 1 | 0.00% | 0.14% | 0.49% | Q4 2019 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.11% | 0.81% | 4.08% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.20% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ACG Wealth | 8 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q2 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
PACIFIC FINANCIAL GROUP INC | 13 | 13 | 0.18% | 0.46% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Spectrum Management Group, LLC | 13 | 13 | 0.01% | 1.62% | 5.05% | Q3 2019 | Q3 2022 | 13 |
GREENLEAF TRUST | 7 | 1 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q3 2023 | 13 |
Banco Santander, S.A. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.10% | 0.99% | 2.36% | Q3 2020 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 9 | 4 | 0.02% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.40% | 0.61% | 0.86% | Q4 2018 | Q3 2021 | 12 |
Pinion Investment Advisors, LLC | 8 | 2 | 0.18% | 0.37% | 0.55% | Q1 2018 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.71% | 4.41% | 7.51% | Q4 2020 | Q3 2023 | 12 |
Canton Hathaway, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.09% | 0.53% | Q4 2018 | Q3 2021 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 4.30% | 5.33% | 6.25% | Q4 2020 | Q3 2023 | 12 |
Harbour Capital Advisors, LLC | 12 | 12 | 0.00% | 0.09% | 0.13% | Q2 2020 | Q1 2023 | 12 |
Phoenix Holdings Ltd. | 6 | 6 | 0.01% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 12 |
SMITH, MOORE & CO. | 10 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q2 2021 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.18% | 1.35% | 4.26% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.37% | 1.18% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.13% | 0.44% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.10% | 0.36% | 0.95% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 8 | 2 | 0.00% | 0.34% | 1.79% | Q4 2018 | Q3 2023 | 12 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 2 | 0.02% | 0.34% | 1.62% | Q3 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.04% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 1.42% | 3.74% | 6.09% | Q4 2020 | Q3 2023 | 12 |
Abundance Wealth Counselors | 12 | 12 | 0.99% | 1.95% | 3.68% | Q3 2020 | Q2 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 1.17% | 2.46% | 3.32% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.65% | 2.47% | Q4 2019 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 4.36% | 5.13% | 6.07% | Q4 2020 | Q3 2023 | 12 |
LVW Advisors, LLC | 8 | 2 | 0.19% | 0.81% | 3.57% | Q4 2019 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Temasek Holdings (Private) Ltd | 11 | 1 | 0.06% | 1.18% | 2.50% | Q3 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 12 | 12 | 0.05% | 0.13% | 0.25% | Q4 2019 | Q3 2022 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.20% | 0.51% | 1.94% | Q4 2020 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2021 | 12 |
Diversified, LLC | 12 | 12 | 0.19% | 2.42% | 7.33% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Wealth Quarterback LLC | 5 | 1 | 0.15% | 0.45% | 1.69% | Q1 1987 | Q1 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.54% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Pflug Koory, LLC | 12 | 12 | 0.13% | 0.17% | 0.24% | Q1 2019 | Q4 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.06% | 0.17% | 0.43% | Q4 2019 | Q3 2022 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 1 | 0.00% | 1.64% | 3.92% | Q4 2017 | Q4 2020 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.03% | 0.26% | 0.88% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.19% | 0.37% | 0.64% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 5.15% | 6.34% | 8.49% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.61% | 1.73% | 4.51% | Q4 2020 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.04% | 0.20% | Q4 2020 | Q3 2023 | 12 |
LifePlan Financial Group, Inc | 11 | 1 | 0.01% | 1.75% | 4.65% | Q1 2014 | Q3 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 11 | 1 | 0.07% | 0.63% | 1.03% | Q2 2020 | Q2 2023 | 12 |
DEARBORN PARTNERS LLC | 8 | 1 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.12% | 3.91% | 6.78% | Q1 2020 | Q4 2022 | 12 |
Crabel Capital Management, LLC | 5 | 3 | 0.28% | 1.41% | 3.74% | Q2 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 1.18% | 5.13% | 8.83% | Q4 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.22% | 2.40% | Q3 2019 | Q3 2023 | 12 |
Columbia Trust Co 01012016 | 12 | 12 | 2.91% | 3.73% | 5.08% | Q4 2020 | Q3 2023 | 12 |
Intelligence Driven Advisers, LLC | 12 | 12 | 0.24% | 2.80% | 5.52% | Q3 2020 | Q2 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.06% | 0.13% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.09% | 0.71% | Q4 2020 | Q3 2023 | 12 |
REGIONS FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Global Wealth Management Investment Advisory, Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 11 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 11 | 0.16% | 0.36% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.08% | 0.69% | Q4 2020 | Q3 2023 | 11 |
Hayden Royal, LLC | 11 | 11 | 0.23% | 0.65% | 2.02% | Q2 2019 | Q4 2021 | 11 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.03% | 0.09% | 0.19% | Q1 2019 | Q1 2022 | 11 |
Perennial Investment Advisors, LLC | 6 | 2 | 0.07% | 0.17% | 0.26% | Q2 2020 | Q2 2023 | 11 |
Insight Advisors, LLC/ PA | 8 | 3 | 0.05% | 0.24% | 0.64% | Q4 2020 | Q3 2023 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.15% | 2.10% | 3.35% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.11% | 0.30% | 0.43% | Q1 2021 | Q3 2023 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.07% | 0.65% | 1.61% | Q1 2021 | Q3 2023 | 11 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 11 |
First Bank & Trust | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
WESBANCO BANK INC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.08% | 0.17% | 0.30% | Q1 2019 | Q1 2022 | 11 |
Graham Capital Management, L.P. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.21% | 1.76% | 3.48% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.01% | 0.12% | 0.73% | Q4 2018 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.27% | 1.32% | 3.25% | Q4 2020 | Q2 2023 | 11 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 11 | 11 | 2.94% | 4.77% | 7.36% | Q4 2020 | Q2 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.10% | 0.30% | 0.42% | Q1 2021 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.03% | 0.10% | 0.16% | Q3 2015 | Q3 2023 | 11 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Clear Harbor Asset Management, LLC | 11 | 11 | 0.01% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.30% | 0.71% | 1.00% | Q1 2021 | Q3 2023 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 1 | 0.08% | 3.01% | 13.32% | Q2 2019 | Q3 2022 | 11 |
BerganKDV Wealth Management, LLC | 10 | 1 | 0.00% | 0.48% | 0.94% | Q1 2019 | Q2 2023 | 11 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.07% | 0.22% | Q1 2016 | Q3 2023 | 11 |
Tri-Star Advisors Inc. | 11 | 11 | 0.26% | 6.69% | 10.49% | Q2 2020 | Q4 2022 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.35% | 2.55% | 4.44% | Q4 2020 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 5 | 0.14% | 0.23% | 0.41% | Q4 2020 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Sterling Financial Planning, Inc. | 11 | 11 | 0.02% | 1.26% | 2.29% | Q1 2021 | Q3 2023 | 11 |
United Asset Strategies, Inc. | 10 | 10 | 0.04% | 0.15% | 0.34% | Q3 2018 | Q4 2020 | 10 |
Retirement Group, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Haverford Trust Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.01% | 0.16% | 0.50% | Q1 2017 | Q4 2021 | 10 |
RHS Financial, LLC | 10 | 10 | 0.89% | 1.97% | 3.60% | Q2 2021 | Q3 2023 | 10 |
Financial Strategies Group, Inc. | 10 | 10 | 1.21% | 1.86% | 2.55% | Q4 2019 | Q1 2022 | 10 |
Winslow, Evans & Crocker, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 10 |
Acorn Wealth Advisors, LLC | 10 | 10 | 0.15% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.21% | 0.29% | Q1 2021 | Q3 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.06% | 0.20% | 0.27% | Q2 2021 | Q3 2023 | 10 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 8 | 2 | 0.00% | 0.12% | 0.30% | Q1 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
EQ LLC | 8 | 2 | 0.22% | 0.37% | 0.56% | Q4 2020 | Q2 2023 | 10 |
Claraphi Advisory Network, LLC | 9 | 1 | 0.01% | 0.15% | 0.31% | Q3 2019 | Q1 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 9.10% | 13.82% | 18.50% | Q2 2010 | Q3 2023 | 10 |
Keel Point, LLC | 6 | 4 | 0.03% | 0.17% | 0.28% | Q1 2020 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.52% | 0.79% | Q4 2019 | Q1 2022 | 10 |
Good Life Advisors, LLC | 7 | 3 | 0.04% | 0.11% | 0.21% | Q2 2018 | Q1 2022 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q2 2023 | 10 |
OneDigital Investment Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Williams Financial, LLC | 6 | 1 | 3.54% | 8.01% | 12.33% | Q4 2020 | Q3 2023 | 10 |
Snider Financial Group | 10 | 10 | 0.86% | 0.93% | 1.10% | Q2 2021 | Q3 2023 | 10 |
PATTON ALBERTSON MILLER GROUP, LLC | 10 | 10 | 0.08% | 0.18% | 0.40% | Q1 2019 | Q2 2021 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 10 |
Braun-Bostich & Associates Inc. | 6 | 4 | 0.03% | 0.23% | 0.83% | Q1 2018 | Q3 2020 | 10 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 10 |
Summit Wealth Group, LLC | 8 | 2 | 0.24% | 0.97% | 1.45% | Q1 2021 | Q3 2023 | 10 |
Ciovacco Capital Management LLC | 10 | 10 | 0.16% | 0.43% | 1.08% | Q4 2020 | Q1 2023 | 10 |
FINANCIAL MANAGEMENT NETWORK INC | 10 | 10 | 0.18% | 0.46% | 2.35% | Q4 2020 | Q1 2023 | 10 |
Selective Wealth Management, Inc. | 6 | 4 | 0.02% | 0.12% | 0.28% | Q3 2019 | Q4 2022 | 10 |
55I, LLC | 10 | 10 | 1.36% | 3.37% | 5.05% | Q4 2019 | Q1 2022 | 10 |
Acropolis Investment Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 10 |
Shinko Asset Management Co., Ltd. | 9 | 1 | 0.03% | 0.10% | 0.18% | Q3 2013 | Q3 2016 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.18% | 0.37% | 0.80% | Q4 2014 | Q1 2017 | 10 |
Bison Wealth, LLC | 5 | 2 | 0.01% | 0.16% | 0.73% | Q3 2020 | Q3 2023 | 10 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 0.06% | 0.32% | Q3 2018 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 1.87% | 2.88% | 4.92% | Q4 2020 | Q2 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.87% | 2.66% | 5.42% | Q4 2020 | Q3 2023 | 10 |
Edge Wealth Management LLC | 9 | 9 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q4 2021 | 9 |
Family Capital Trust Co | 9 | 9 | 0.00% | 2.51% | 4.09% | Q2 2021 | Q2 2023 | 9 |
Pettinga Financial Advisors LLC | 7 | 2 | 0.24% | 0.46% | 0.83% | Q2 2019 | Q3 2022 | 9 |
Family Firm, Inc. | 9 | 9 | 0.18% | 0.27% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Riggs Asset Managment Co. Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 2.10% | 5.86% | 10.68% | Q4 2019 | Q4 2021 | 9 |
Lehman & Derafelo Financial Resources LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2020 | 9 |
Eldridge Investment Advisors, Inc. | 8 | 1 | 0.08% | 1.19% | 2.52% | Q1 2020 | Q2 2022 | 9 |
Kalos Management, Inc. | 9 | 9 | 0.10% | 0.13% | 0.17% | Q4 2019 | Q4 2021 | 9 |
FIRST HAWAIIAN BANK | 6 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 9 |
TNF LLC | 9 | 9 | 1.84% | 5.44% | 8.83% | Q3 2021 | Q3 2023 | 9 |
Burleson & Company, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 9 |
AGF INVESTMENTS INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
Carroll Financial Associates, Inc. | 6 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2021 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.04% | 0.27% | 0.63% | Q3 2021 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 4.90% | 7.30% | 11.42% | Q4 2019 | Q4 2021 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.04% | 1.35% | 2.89% | Q1 2020 | Q1 2022 | 9 |
ZACKS INVESTMENT MANAGEMENT | 7 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2019 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.06% | 0.26% | 0.42% | Q1 2021 | Q1 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.13% | 0.77% | 1.81% | Q3 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 9 | 9 | 0.07% | 0.20% | 0.32% | Q2 2020 | Q2 2022 | 9 |
Zions Bancorporation, N.A. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 9 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
WJ Wealth Management, LLC | 9 | 9 | 0.29% | 5.14% | 12.77% | Q4 2019 | Q4 2021 | 9 |
Clarity Financial LLC | 7 | 2 | 0.04% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 9 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.88% | 2.21% | 4.06% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.42% | 2.00% | 5.63% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Partners, LLC | 6 | 2 | 0.03% | 0.58% | 2.12% | Q4 2019 | Q4 2022 | 8 |
Crestmont Private Wealth LLC | 8 | 8 | 2.12% | 2.67% | 3.39% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q2 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 3.14% | 3.59% | 4.37% | Q4 2021 | Q3 2023 | 8 |
Courage Miller Partners, LLC | 8 | 8 | 0.13% | 0.18% | 0.21% | Q2 2017 | Q1 2019 | 8 |
MCF Advisors LLC | 5 | 3 | 0.00% | 2.60% | 4.73% | Q3 2018 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.40% | 0.53% | 0.80% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.41% | 1.75% | 4.13% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 2 | 0.00% | 0.10% | 0.32% | Q1 2020 | Q1 2023 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Keystone Financial Services | 8 | 8 | 0.50% | 3.54% | 7.03% | Q4 2021 | Q3 2023 | 8 |
Patten Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
BANQUE PICTET & CIE SA | 7 | 1 | 0.00% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 8 |
Evercore Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
3D/L Capital Management, LLC | 7 | 1 | 0.06% | 0.10% | 0.15% | Q1 2021 | Q1 2023 | 8 |
Financial Sense Advisors, Inc. | 5 | 3 | 0.08% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 8 |
Cassaday & Co Inc. | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2020 | 8 |
Prosperity Planning, Inc. | 8 | 8 | 0.11% | 0.17% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Rede Wealth, LLC | 8 | 8 | 0.16% | 0.21% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.34% | 1.75% | 3.24% | Q4 2021 | Q3 2023 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q4 2016 | 8 |
JB Capital LLC | 8 | 8 | 0.16% | 3.87% | 6.97% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.02% | 0.34% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.08% | 0.12% | 0.21% | Q3 2021 | Q2 2023 | 8 |
Lantz Financial LLC | 8 | 8 | 0.22% | 0.64% | 0.98% | Q1 2021 | Q4 2022 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.77% | 3.59% | 6.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.07% | 0.49% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 3.72% | 3.99% | 4.72% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q2 2022 | 8 |
CITY HOLDING CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
AJ WEALTH STRATEGIES, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ACCESS FINANCIAL SERVICES, INC. | 8 | 8 | 7.73% | 9.58% | 10.65% | Q4 2021 | Q3 2023 | 8 |
Financial Partners Group, Inc | 5 | 3 | 0.29% | 2.50% | 4.88% | Q2 2019 | Q3 2021 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.49% | 1.99% | 4.39% | Q4 2020 | Q3 2022 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.09% | 1.07% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MCIA Inc | 8 | 8 | 2.14% | 11.40% | 27.31% | Q4 2019 | Q3 2021 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.01% | 0.23% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Seascape Capital Management | 4 | 4 | 0.15% | 2.61% | 5.13% | Q4 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 0.45% | 1.68% | 2.77% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.07% | 0.31% | 1.12% | Q2 2020 | Q1 2022 | 8 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.78% | 2.16% | 4.56% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR WEALTH MANAGEMENT | 8 | 8 | 0.03% | 0.12% | 0.24% | Q4 2019 | Q3 2021 | 8 |
Fisher Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.46% | 0.62% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Bull Oak Capital, LLC | 8 | 8 | 3.49% | 4.33% | 6.10% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.19% | 1.48% | 2.83% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.82% | 1.04% | 1.22% | Q4 2021 | Q3 2023 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Endurance Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Capital Analysts, LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.02% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Human Investing LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q2 2022 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 2 | 0.12% | 0.20% | 0.29% | Q2 2018 | Q2 2022 | 7 |
Ballew Advisors, Inc | 7 | 7 | 1.52% | 1.72% | 2.16% | Q4 2018 | Q2 2020 | 7 |
Squar Milner Financial Services LLC | 7 | 7 | 0.07% | 0.40% | 0.98% | Q4 2018 | Q2 2020 | 7 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
BALDWIN BROTHERS LLC/MA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.05% | 0.14% | 0.24% | Q4 2017 | Q2 2019 | 7 |
Rock Creek Group, LP | 7 | 7 | 0.16% | 1.24% | 3.11% | Q1 2020 | Q3 2021 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q4 2022 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 2 | 0.03% | 0.10% | 0.19% | Q1 2021 | Q4 2022 | 7 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 7 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.22% | 0.48% | 0.83% | Q4 2021 | Q2 2023 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.40% | 0.91% | 2.28% | Q1 2021 | Q4 2022 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 1.36% | 2.57% | 4.08% | Q1 2020 | Q3 2021 | 7 |
tru Independence LLC | 3 | 1 | 0.00% | 0.10% | 0.43% | Q4 2019 | Q1 2022 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.21% | 0.43% | 0.74% | Q4 2021 | Q2 2023 | 7 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.08% | 0.39% | 1.48% | Q2 2015 | Q3 2018 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Keystone Financial Group | 7 | 7 | 0.05% | 0.13% | 0.19% | Q2 2020 | Q4 2021 | 7 |
Vectors Research Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.06% | 0.09% | 0.22% | Q4 2020 | Q2 2022 | 7 |
Asset Management One Co., Ltd. | 2 | 1 | 0.12% | 0.25% | 0.47% | Q1 2018 | Q2 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.04% | 0.14% | Q4 2013 | Q2 2015 | 7 |
TCWP LLC | 7 | 7 | 0.96% | 1.80% | 2.37% | Q4 2021 | Q2 2023 | 7 |
Hirtle Callaghan & Co LLC | 6 | 1 | 0.05% | 1.90% | 5.44% | Q4 2017 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q3 2017 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 7 | 0.48% | 0.60% | 0.78% | Q2 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.04% | 0.36% | 1.87% | Q1 2018 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.11% | 0.16% | 0.20% | Q1 2019 | Q3 2020 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 1.00% | 3.27% | 4.34% | Q4 2021 | Q2 2023 | 7 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 7 |
Bromfield Sneider Wealth Advisors | 7 | 7 | 0.06% | 0.09% | 0.14% | Q2 2022 | Q4 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.04% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Windsor Wealth Management, Inc. | 7 | 7 | 0.12% | 0.34% | 0.84% | Q1 2020 | Q3 2021 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.08% | 0.24% | 0.33% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.07% | 0.21% | Q4 2020 | Q4 2022 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.39% | 2.01% | 4.26% | Q2 2016 | Q4 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.10% | 0.38% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.11% | 0.43% | 0.86% | Q4 2017 | Q2 2019 | 7 |
TBH Global Asset Management, LLC | 5 | 1 | 0.06% | 0.23% | 1.04% | Q2 2020 | Q4 2021 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.10% | 1.60% | 2.54% | Q2 2019 | Q3 2020 | 6 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.04% | 0.24% | Q2 2019 | Q1 2023 | 6 |
Triumph Capital Management | 4 | 2 | 0.11% | 0.20% | 0.38% | Q3 2021 | Q3 2023 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q1 2021 | 6 |
GW HENSSLER & ASSOCIATES LTD | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.11% | 0.33% | Q4 2019 | Q1 2021 | 6 |
Soltis Investment Advisors LLC | 6 | 6 | 0.06% | 0.12% | 0.17% | Q4 2019 | Q1 2021 | 6 |
ALBION FINANCIAL GROUP /UT | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trinity Wealth Management, LLC | 6 | 6 | 0.46% | 0.53% | 0.61% | Q3 2021 | Q4 2022 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.23% | 0.44% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 6 | 16.79% | 42.84% | 64.66% | Q3 2018 | Q4 2019 | 6 |
Betterment LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SELDON CAPITAL LP | 6 | 6 | 0.16% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
My Legacy Advisors, LLC | 3 | 3 | 0.10% | 0.51% | 0.87% | Q1 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.04% | 0.24% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Essex Savings Bank | 4 | 2 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 6.95% | 11.30% | 15.68% | Q2 2016 | Q3 2017 | 6 |
Oakworth Capital, Inc. | 5 | 1 | 0.00% | 1.21% | 1.70% | Q2 2020 | Q3 2023 | 6 |
Ruggie Capital Group | 4 | 1 | 0.01% | 0.31% | 0.64% | Q2 2015 | Q3 2019 | 6 |
Capital Planning LLC | 6 | 6 | 0.11% | 0.46% | 1.25% | Q4 2020 | Q1 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Source Financial Advisors LLC | 6 | 6 | 2.15% | 3.14% | 4.16% | Q2 2022 | Q3 2023 | 6 |
Dentgroup LLC | 4 | 2 | 0.16% | 0.28% | 0.39% | Q4 2021 | Q2 2023 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.03% | 0.16% | 0.22% | Q4 2019 | Q1 2021 | 6 |
Parcion Private Wealth LLC | 6 | 6 | 0.10% | 0.36% | 0.99% | Q2 2022 | Q3 2023 | 6 |
Regency Capital Management Inc.\DE | 6 | 6 | 0.10% | 1.52% | 3.66% | Q1 2021 | Q2 2022 | 6 |
Winthrop Advisory Group LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Visionary Wealth Advisors | 6 | 6 | 0.04% | 0.59% | 1.08% | Q4 2019 | Q1 2021 | 6 |
Dorsey & Whitney Trust CO LLC | 6 | 6 | 0.16% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.34% | 0.42% | 0.51% | Q4 2020 | Q1 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.27% | 0.46% | 0.56% | Q4 2019 | Q3 2021 | 6 |
Paladin Advisory Group, LLC | 5 | 1 | 0.10% | 1.72% | 3.94% | Q4 2021 | Q3 2023 | 6 |
Trilogy Capital Inc. | 6 | 6 | 1.14% | 1.33% | 1.54% | Q2 2022 | Q3 2023 | 6 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q1 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 1 | 0.00% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.87% | 1.27% | Q3 2018 | Q2 2020 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Nationwide Fund Advisors | 6 | 6 | 12.03% | 13.09% | 13.88% | Q2 2022 | Q3 2023 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.24% | 0.36% | 0.46% | Q2 2022 | Q3 2023 | 6 |
SIGMA INVESTMENT COUNSELORS INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Capital Asset Advisory Services LLC | 4 | 2 | 0.04% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 6 |
Cardan Capital Partners, LLC | 4 | 1 | 0.03% | 2.45% | 3.47% | Q4 2018 | Q4 2020 | 6 |
Sovereign Financial Group, Inc. | 4 | 2 | 0.20% | 0.25% | 0.31% | Q4 2021 | Q2 2023 | 6 |
RHUMBLINE ADVISERS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.22% | 0.40% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Penobscot Investment Management Company, Inc. | 6 | 6 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 6 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2021 | 6 |
Stonehearth Capital Management, LLC | 6 | 6 | 0.44% | 0.54% | 0.68% | Q3 2022 | Q4 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 0.82% | 1.04% | 1.41% | Q4 2018 | Q1 2020 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
MBA Advisors LLC | 5 | 5 | 0.18% | 0.34% | 0.83% | Q1 2021 | Q1 2022 | 5 |
Annandale Capital, LLC | 5 | 5 | 3.22% | 3.53% | 3.64% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.58% | 1.41% | 2.42% | Q3 2022 | Q3 2023 | 5 |
Aurora Private Wealth, Inc. | 5 | 5 | 0.21% | 0.36% | 0.47% | Q4 2019 | Q4 2020 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 1.44% | 1.80% | 2.15% | Q3 2022 | Q3 2023 | 5 |
Sturgeon Ventures LLP | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.70% | 0.99% | 1.28% | Q4 2020 | Q4 2021 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TIAA Kaspick, LLC | 5 | 5 | 1.98% | 2.58% | 4.15% | Q1 2019 | Q1 2020 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.86% | 1.15% | 1.61% | Q3 2022 | Q3 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.08% | 1.00% | 2.41% | Q3 2022 | Q3 2023 | 5 |
Lifeworks Advisors, LLC | 5 | 5 | 0.12% | 1.59% | 3.06% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 5 |
Parisi Gray Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.15% | 0.28% | 0.39% | Q2 2021 | Q3 2023 | 5 |
Clean Yield Group | 4 | 1 | 0.00% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 1.06% | 1.22% | 1.49% | Q3 2021 | Q3 2022 | 5 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.01% | 1.16% | 3.09% | Q3 2022 | Q3 2023 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Hudson Capital Management LLC | 5 | 5 | 0.13% | 0.18% | 0.21% | Q1 2020 | Q1 2021 | 5 |
IRON Financial LLC | 5 | 5 | 0.90% | 0.97% | 1.03% | Q3 2022 | Q3 2023 | 5 |
Principle Wealth Partners LLC | 4 | 1 | 0.00% | 0.07% | 0.16% | Q2 2020 | Q3 2021 | 5 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.13% | 0.58% | Q1 2018 | Q3 2023 | 5 |
MMA ASSET MANAGEMENT LLC | 5 | 5 | 0.89% | 1.23% | 2.28% | Q4 2020 | Q4 2021 | 5 |
MKT Advisors LLC | 4 | 1 | 0.16% | 0.20% | 0.23% | Q4 2021 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.12% | 0.18% | 0.29% | Q3 2019 | Q3 2020 | 5 |
Sage Advisory Services, Ltd.Co. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.04% | 0.15% | 0.41% | Q3 2019 | Q3 2020 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.26% | 0.81% | 1.77% | Q3 2022 | Q3 2023 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 1.26% | 1.46% | 1.84% | Q1 2022 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Renasant Bank | 5 | 5 | 0.26% | 0.39% | 0.55% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 1.64% | 2.57% | 4.19% | Q3 2022 | Q3 2023 | 5 |
First Command Advisory Services, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
RONALD BLUE & CO LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2015 | 5 |
Horan Securities, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 5 |
Capital CS Group, LLC | 5 | 5 | 0.28% | 0.60% | 1.08% | Q1 2021 | Q1 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BDO Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 5 |
Physician Wealth Advisors, Inc. | 5 | 5 | 1.84% | 2.11% | 2.51% | Q3 2019 | Q3 2020 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.16% | Q3 2021 | Q3 2023 | 5 |
ROWLANDMILLER & PARTNERS.ADV | 4 | 1 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q3 2021 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.12% | 0.16% | 0.23% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Donoghue Forlines LLC | 4 | 1 | 1.73% | 2.35% | 2.79% | Q1 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q1 2020 | 5 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 2.01% | 4.18% | 5.01% | Q4 2022 | Q4 2023 | 5 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.32% | 0.41% | 0.58% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Emerald Advisors, LLC | 4 | 1 | 0.53% | 0.93% | 1.62% | Q4 2019 | Q3 2021 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
AllSquare Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 5 |
One Day In July LLC | 4 | 4 | 1.75% | 1.78% | 1.84% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.29% | 0.38% | 0.51% | Q3 2020 | Q2 2021 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Derbend Asset Management | 4 | 4 | 2.35% | 2.53% | 2.75% | Q2 2021 | Q1 2022 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2014 | 4 |
Watermark Asset Management, Inc. | 4 | 4 | 0.42% | 0.56% | 0.64% | Q1 2018 | Q4 2018 | 4 |
Financial Advisory Group | 3 | 1 | 1.47% | 2.13% | 3.53% | Q4 2018 | Q3 2023 | 4 |
Avion Wealth | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.25% | 0.36% | 0.44% | Q2 2020 | Q1 2021 | 4 |
Smart Money Group LLC | 4 | 4 | 0.45% | 1.57% | 2.78% | Q4 2019 | Q3 2020 | 4 |
DAGCO, INC. | 4 | 4 | 0.31% | 1.00% | 2.03% | Q2 2021 | Q1 2022 | 4 |
Western Financial Corp/CA | 4 | 4 | 2.93% | 3.30% | 3.57% | Q4 2022 | Q3 2023 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.07% | 0.30% | 0.46% | Q4 2022 | Q3 2023 | 4 |
ARGI Investment Services, LLC | 3 | 1 | 0.12% | 0.60% | 0.78% | Q4 2017 | Q4 2022 | 4 |
Grant Street Asset Management, Inc. | 4 | 4 | 0.02% | 8.67% | 12.40% | Q2 2020 | Q1 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.03% | 0.35% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 1.54% | 2.92% | 6.29% | Q3 2022 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.06% | 0.29% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Atlantic Union Bankshares Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
BTS Asset Management, Inc. | 4 | 4 | 0.12% | 0.25% | 0.41% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.04% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.12% | 0.68% | 1.40% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 4 |
Birchcreek Wealth Management, LLC | 4 | 4 | 0.87% | 1.28% | 1.49% | Q4 2020 | Q3 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.12% | 0.31% | Q3 2019 | Q1 2023 | 4 |
Watson Rebecca | 4 | 4 | 2.24% | 2.55% | 3.37% | Q4 2019 | Q3 2020 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.20% | 1.37% | 3.42% | Q4 2022 | Q3 2023 | 4 |
NCM Capital Management, LLC | 4 | 4 | 1.08% | 1.17% | 1.29% | Q1 2022 | Q4 2022 | 4 |
abrdn plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Cougar Global Investments Ltd | 4 | 4 | 0.50% | 1.05% | 1.28% | Q1 2016 | Q4 2016 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 1.05% | 2.12% | Q3 2022 | Q3 2023 | 4 |
Stadion Money Management, LLC | 4 | 4 | 2.81% | 3.26% | 3.72% | Q1 2022 | Q4 2022 | 4 |
Hutchens & Kramer Investment Management Group, LLC | 4 | 4 | 0.12% | 0.16% | 0.24% | Q4 2021 | Q3 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 1.03% | 1.91% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Golden State Equity Partners | 2 | 1 | 0.10% | 0.21% | 0.44% | Q4 2020 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.12% | 0.26% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 1.06% | 1.83% | 2.48% | Q4 2022 | Q3 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.07% | 0.67% | 2.45% | Q4 2021 | Q3 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Strategies Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.87% | 1.76% | Q4 2021 | Q4 2022 | 4 |
FOSTER & MOTLEY INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 1.18% | 1.40% | 1.80% | Q1 2023 | Q4 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.36% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.07% | 1.65% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Klaas Financial Asset Advisors, LLC | 4 | 4 | 1.97% | 2.07% | 2.20% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 4 | 2.82% | 6.32% | 9.14% | Q4 2019 | Q3 2020 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q4 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.66% | 4.34% | 7.21% | Q1 2021 | Q4 2021 | 4 |
WBH ADVISORY INC | 3 | 1 | 0.09% | 0.16% | 0.22% | Q1 2022 | Q1 2023 | 4 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.44% | 3.33% | 6.70% | Q3 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.32% | 0.38% | 0.53% | Q4 2022 | Q3 2023 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.06% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.62% | 1.46% | 1.88% | Q4 2022 | Q3 2023 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.64% | 0.82% | 0.89% | Q4 2021 | Q3 2022 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q1 2018 | Q4 2018 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.14% | 0.81% | 2.82% | Q4 2017 | Q3 2018 | 4 |
TFB Advisors LLC | 4 | 4 | 0.56% | 0.99% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Scissortail Wealth Management, LLC | 4 | 4 | 0.29% | 1.09% | 1.53% | Q4 2021 | Q3 2022 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Samalin Investment Counsel, LLC | 3 | 1 | 0.02% | 0.11% | 0.15% | Q4 2019 | Q1 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.62% | 0.64% | 0.65% | Q3 2022 | Q2 2023 | 4 |
Edmond de Rothschild (Europe) | 4 | 4 | 0.03% | 0.25% | 0.67% | Q3 2015 | Q2 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Wick Capital Partners, LLC | 2 | 1 | 0.17% | 0.70% | 2.18% | Q4 2021 | Q3 2023 | 4 |
Altium Wealth Management LLC | 3 | 1 | 0.04% | 0.11% | 0.16% | Q4 2017 | Q3 2019 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.10% | 0.37% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Stewardship Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.56% | 1.29% | 1.88% | Q4 2022 | Q3 2023 | 4 |
MJP ASSOCIATES INC /ADV | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Columbus Macro, LLC | 4 | 4 | 1.42% | 2.18% | 2.98% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 3.78% | 5.93% | 7.23% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.65% | 0.68% | 0.71% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q3 2019 | Q2 2020 | 4 |
Foster Group, Inc. | 4 | 4 | 0.11% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.03% | 0.57% | 1.31% | Q4 2018 | Q3 2019 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 1.24% | 2.21% | 3.20% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.15% | 0.24% | 0.40% | Q4 2021 | Q3 2022 | 4 |
Optas, LLC | 4 | 4 | 0.21% | 1.23% | 2.44% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.26% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.05% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.50% | 0.62% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.91% | 1.45% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.23% | 0.36% | 0.49% | Q4 2022 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.62% | 1.02% | 1.54% | Q1 2023 | Q3 2023 | 3 |
GRIES FINANCIAL LLC | 2 | 1 | 0.09% | 0.12% | 0.13% | Q4 2021 | Q3 2022 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 2.30% | 5.34% | 7.25% | Q4 2020 | Q2 2021 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.24% | 0.24% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Retirement Group, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.09% | 0.26% | Q3 2021 | Q3 2023 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Syntegra Private Wealth Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.08% | 1.44% | 2.58% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.02% | 0.21% | 0.56% | Q4 2022 | Q3 2023 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q1 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Fund Evaluation Group, LLC | 3 | 3 | 6.11% | 9.48% | 11.47% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
IAG Wealth Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Smith Anglin Financial, LLC | 3 | 3 | 2.52% | 2.78% | 3.22% | Q1 2023 | Q3 2023 | 3 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 1 | 0.21% | 0.31% | 0.50% | Q3 2022 | Q2 2023 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 1.08% | 1.10% | 1.13% | Q1 2019 | Q3 2019 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.51% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.10% | 1.43% | 2.12% | Q1 2020 | Q3 2020 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Corient Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 3 |
Model Capital Management LLC | 3 | 3 | 0.44% | 13.68% | 20.39% | Q3 2020 | Q1 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.43% | 0.51% | 0.64% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.39% | 0.61% | Q2 2022 | Q3 2023 | 3 |
Q3 Asset Management | 2 | 1 | 0.27% | 1.55% | 2.22% | Q1 2020 | Q1 2022 | 3 |
DMC Group, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q2 2022 | 3 |
Tyler-Stone Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Hoese & Co LLP | 3 | 3 | 8.86% | 14.39% | 17.28% | Q2 2023 | Q4 2023 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 2.01% | 2.17% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Sawyer & Company, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.13% | 0.19% | 0.22% | Q1 2021 | Q3 2021 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Global Trust Asset Management, LLC | 2 | 1 | 0.00% | 0.20% | 0.38% | Q2 2018 | Q2 2019 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.58% | 0.86% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Lumbard & Kellner, LLC | 3 | 3 | 0.08% | 0.25% | 0.36% | Q4 2020 | Q2 2021 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pasadena Private Wealth, LLC | 3 | 3 | 2.11% | 2.30% | 2.61% | Q2 2019 | Q4 2019 | 3 |
Apella Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q4 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Proquility Private Wealth Partners, LLC | 3 | 3 | 0.39% | 0.39% | 0.40% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.09% | 1.88% | 5.45% | Q4 2022 | Q2 2023 | 3 |
Ullmann Wealth Partners Group, LLC | 3 | 3 | 0.05% | 0.22% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 2 | 1 | 0.13% | 0.28% | 0.51% | Q1 2020 | Q3 2023 | 3 |
Hoover Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q2 2015 | 3 |
Client First Capital LLC | 3 | 3 | 0.15% | 0.19% | 0.25% | Q4 2021 | Q2 2022 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.03% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.09% | 0.13% | 0.20% | Q1 2016 | Q3 2016 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.62% | 0.91% | 1.10% | Q1 2019 | Q3 2019 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
EMFO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q4 2019 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2022 | Q3 2022 | 3 |
SouthState Corp | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.15% | 0.49% | 0.93% | Q1 2022 | Q3 2022 | 3 |
Kowal Investment Group, LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Sand Hill Global Advisors, LLC | 2 | 1 | 0.02% | 0.90% | 1.46% | Q3 2022 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.58% | 0.92% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Rinkey Investments | 3 | 3 | 0.37% | 0.43% | 0.48% | Q4 2022 | Q2 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2014 | 3 |
Balter Liquid Alternatives, LLC | 3 | 3 | 0.76% | 0.89% | 1.09% | Q1 2016 | Q3 2016 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
Inscription Capital, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2021 | 3 |
LifeSteps Financial, Inc. | 3 | 3 | 0.50% | 0.56% | 0.61% | Q1 2022 | Q3 2022 | 3 |
MILESTONE ASSET MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.09% | 0.18% | 0.22% | Q1 2016 | Q3 2016 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.18% | 0.24% | 0.29% | Q1 2019 | Q3 2019 | 3 |
Boyd Wealth Management, LLC | 3 | 3 | 0.55% | 2.93% | 4.44% | Q2 2022 | Q4 2022 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.47% | 0.49% | 0.52% | Q1 2023 | Q3 2023 | 3 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.42% | 0.62% | 0.72% | Q1 2022 | Q1 2023 | 3 |
Merriman Wealth Management, LLC | 2 | 1 | 0.34% | 1.28% | 1.82% | Q2 2018 | Q4 2022 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.10% | 0.18% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
RCS Financial Planning, LLC | 3 | 3 | 0.41% | 0.65% | 0.80% | Q4 2022 | Q2 2023 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Rice Partnership, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.91% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2020 | Q3 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q4 2019 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.09% | 1.84% | 2.58% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stolper Co | 2 | 2 | 0.35% | 0.36% | 0.38% | Q1 2020 | Q2 2020 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ESL Trust Services, LLC | 2 | 2 | 1.77% | 1.98% | 2.20% | Q4 2019 | Q1 2020 | 2 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 2 | 4.36% | 7.37% | 10.37% | Q2 2023 | Q3 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.79% | 0.80% | 0.82% | Q2 2022 | Q3 2022 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q2 2016 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 1.69% | 1.71% | 1.74% | Q2 2023 | Q3 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
SimpliFi, Inc. | 2 | 2 | 5.72% | 5.76% | 5.80% | Q2 2020 | Q3 2020 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Semus Wealth Partners LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q2 2023 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 2 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.68% | 0.74% | 0.80% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Piscataqua Savings Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 2.12% | 2.22% | 2.33% | Q2 2023 | Q3 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Riverview Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.22% | 0.25% | 0.29% | Q4 2020 | Q2 2022 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Summit Place Financial Advisors, LLC | 2 | 2 | 0.20% | 0.32% | 0.43% | Q1 2021 | Q2 2021 | 2 |
NatWest Group plc | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 1.38% | 1.56% | 1.74% | Q4 2017 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.29% | 0.30% | 0.32% | Q4 2020 | Q1 2021 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fosun International Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q4 2020 | Q1 2021 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.66% | 1.41% | 2.15% | Q3 2022 | Q4 2022 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q1 2020 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2016 | Q3 2016 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.26% | 0.34% | 0.42% | Q2 2023 | Q3 2023 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Fairhaven Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Surevest, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.07% | 0.26% | 0.45% | Q4 2022 | Q1 2023 | 2 |
Roger Wittlin Investment Advisory, LLC | 2 | 2 | 0.68% | 0.72% | 0.75% | Q4 2021 | Q1 2022 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Cypress Capital Group | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.22% | 0.44% | 0.66% | Q3 2020 | Q4 2020 | 2 |
MidWestOne Financial Group, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 1.74% | 1.81% | 1.87% | Q2 2023 | Q3 2023 | 2 |
Strategic Equity Management | 2 | 2 | 2.36% | 3.33% | 4.30% | Q3 2022 | Q4 2022 | 2 |
Breakwater Capital Group | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MD Financial Management Inc. | 2 | 2 | 3.82% | 3.91% | 3.99% | Q3 2021 | Q4 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.72% | 3.26% | 5.80% | Q3 2021 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 5.10% | 5.20% | 5.30% | Q4 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q2 2018 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 2.26% | 2.61% | 2.95% | Q2 2023 | Q3 2023 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.72% | 0.97% | 1.22% | Q2 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.05% | 0.13% | 0.21% | Q3 2019 | Q4 2019 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Independence Trust CO | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2017 | Q3 2017 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q2 2023 | 2 |
6 Meridian | 2 | 2 | 0.54% | 0.57% | 0.61% | Q3 2021 | Q4 2021 | 2 |
Norinchukin Bank, The | 2 | 2 | 0.41% | 0.61% | 0.82% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Truepoint, Inc. | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2022 | 2 |
ENZI WEALTH | 2 | 2 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q4 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stone Asset Management Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wellesley Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Verum Partners LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 7.84% | 7.84% | 7.84% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Westwind Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Retireful, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
Northland Capital Management LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2021 | Q4 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Crane Advisory, LLC | 1 | 1 | 10.44% | 10.44% | 10.44% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 6.43% | 6.43% | 6.43% | Q3 2020 | Q3 2020 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Thomasville National Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 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% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Heirloom Wealth Management | 1 | 1 | 15.59% | 15.59% | 15.59% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortune 45 LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q3 2021 | Q3 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
JDM Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Twele Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 7.00% | 7.00% | 7.00% | Q2 2020 | Q2 2020 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
CGN Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 8.88% | 8.88% | 8.88% | Q4 2019 | Q4 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 11.95% | 11.95% | 11.95% | Q1 2020 | Q1 2020 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 5.49% | 5.49% | 5.49% | Q4 2021 | Q4 2021 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2020 | Q1 2020 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Menard Financial Group LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2020 | Q2 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Scott Capital Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
WealthSpring Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Family Legacy, Inc. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 15.07% | 15.07% | 15.07% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.