Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 74 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.28% | 1.15% | 2.00% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.15% | 2.54% | 4.09% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.23% | 0.87% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.02% | 0.26% | 0.88% | Q2 2013 | Q3 2023 | 42 |
NOTTINGHAM ADVISORS, INC. | 42 | 42 | 0.08% | 3.52% | 7.77% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 12 | 1 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q2 2022 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.04% | 0.39% | 0.82% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 34 | 7 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 7 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.36% | 1.41% | 2.66% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.04% | 0.09% | 0.15% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.25% | 0.78% | Q1 2014 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 37 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 39 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 39 | 39 | 0.06% | 1.52% | 2.56% | Q1 2014 | Q3 2023 | 39 |
SECURIAN ASSET MANAGEMENT, INC | 39 | 39 | 0.23% | 1.72% | 2.89% | Q1 2014 | Q3 2023 | 39 |
FMR LLC | 37 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.29% | 0.68% | Q2 2014 | Q3 2023 | 38 |
Transamerica Financial Advisors, Inc. | 27 | 11 | 0.00% | 0.31% | 1.26% | Q2 2013 | Q3 2023 | 38 |
LINCOLN NATIONAL CORP | 38 | 38 | 0.01% | 0.18% | 0.62% | Q2 2014 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 38 | 38 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 38 |
CITIGROUP INC | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Atria Investments, Inc | 33 | 4 | 0.02% | 0.23% | 0.72% | Q4 2013 | Q3 2023 | 37 |
CKW FINANCIAL GROUP | 37 | 37 | 0.00% | 0.15% | 1.62% | Q3 2014 | Q3 2023 | 37 |
First Horizon Advisors, Inc. | 31 | 6 | 0.00% | 0.41% | 1.87% | Q2 2014 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 29 | 3 | 0.00% | 0.07% | 0.27% | Q1 2014 | Q3 2023 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 36 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 37 |
Klingman & Associates, LLC | 36 | 36 | 0.16% | 0.75% | 1.82% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.09% | 0.50% | Q4 2013 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.01% | 0.15% | 0.27% | Q4 2014 | Q3 2023 | 36 |
Estate Counselors, LLC | 33 | 3 | 0.02% | 3.31% | 6.69% | Q1 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.29% | 4.86% | 10.75% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.52% | 1.05% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.07% | 0.18% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.11% | 0.17% | Q4 2014 | Q3 2023 | 36 |
FORVIS Wealth Advisors, LLC | 35 | 35 | 0.02% | 0.77% | 2.22% | Q3 2013 | Q1 2022 | 35 |
Fragasso Group Inc. | 34 | 1 | 0.18% | 0.52% | 1.23% | Q1 2015 | Q4 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 24 | 2 | 0.00% | 0.07% | 0.33% | Q1 2014 | Q3 2023 | 35 |
FAS Wealth Partners, Inc. | 35 | 35 | 0.03% | 0.23% | 0.53% | Q1 2015 | Q3 2023 | 35 |
Burt Wealth Advisors | 29 | 6 | 1.74% | 12.41% | 20.35% | Q4 2014 | Q3 2023 | 35 |
Asset Management Group, Inc. | 35 | 35 | 0.18% | 1.84% | 3.73% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.07% | 0.93% | 2.13% | Q1 2015 | Q3 2023 | 35 |
Baker Ellis Asset Management LLC | 35 | 35 | 0.23% | 1.21% | 2.08% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 21 | 14 | 0.01% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 35 |
SAWGRASS ASSET MANAGEMENT LLC | 28 | 7 | 0.08% | 0.13% | 0.20% | Q4 2014 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 35 | 35 | 0.00% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 35 |
ASPIRIANT, LLC | 34 | 34 | 0.05% | 0.35% | 1.61% | Q2 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 6 | 0.00% | 0.59% | 1.14% | Q1 2015 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 33 | 1 | 0.01% | 0.24% | 0.57% | Q1 2015 | Q3 2023 | 34 |
Cetera Advisor Networks LLC | 33 | 1 | 0.04% | 0.40% | 1.02% | Q3 2014 | Q3 2023 | 34 |
COURIER CAPITAL LLC | 34 | 34 | 0.04% | 0.19% | 0.33% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 32 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 33 |
Brinker Capital Investments, LLC | 21 | 12 | 0.02% | 0.42% | 1.81% | Q2 2013 | Q4 2022 | 33 |
Brouwer & Janachowski, LLC | 32 | 32 | 0.18% | 0.74% | 2.12% | Q4 2013 | Q3 2021 | 32 |
FIFTH THIRD BANCORP | 31 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
COMERICA BANK | 29 | 1 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Ameritas Investment Partners, Inc. | 32 | 32 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
D.A. DAVIDSON & CO. | 32 | 32 | 0.00% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 32 |
Community Bank, N.A. | 32 | 32 | 0.00% | 1.13% | 2.03% | Q4 2014 | Q3 2022 | 32 |
New England Private Wealth Advisors LLC | 32 | 32 | 0.07% | 0.35% | 1.15% | Q1 2015 | Q4 2022 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.01% | 0.13% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Friedenthal Financial | 32 | 32 | 0.45% | 3.45% | 4.94% | Q4 2015 | Q3 2023 | 32 |
Arcus Capital Partners, LLC | 32 | 32 | 0.26% | 5.42% | 17.43% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 31 | 31 | 0.00% | 0.31% | 0.49% | Q2 2016 | Q4 2023 | 31 |
Peak Financial Management, Inc. | 30 | 1 | 0.29% | 4.92% | 7.95% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.27% | 0.68% | 1.07% | Q1 2016 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
TRUST CO OF VIRGINIA /VA | 31 | 31 | 0.05% | 0.48% | 0.63% | Q1 2016 | Q3 2023 | 31 |
WEBSTER BANK, N. A. | 31 | 31 | 0.01% | 0.31% | 1.70% | Q1 2016 | Q3 2023 | 31 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 21 | 4 | 0.06% | 0.65% | 2.38% | Q2 2014 | Q3 2022 | 31 |
Capital Analysts, LLC | 31 | 31 | 0.17% | 0.53% | 1.13% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.20% | 0.52% | Q4 2015 | Q3 2023 | 31 |
Family Capital Trust Co | 31 | 31 | 3.02% | 3.80% | 4.67% | Q1 2016 | Q3 2023 | 31 |
CAPTRUST FINANCIAL ADVISORS | 28 | 2 | 0.00% | 0.43% | 1.52% | Q4 2015 | Q3 2023 | 30 |
TOMPKINS FINANCIAL CORP | 20 | 10 | 0.09% | 2.72% | 8.64% | Q2 2016 | Q4 2023 | 30 |
NORTHERN TRUST CORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 30 |
WHITTIER TRUST CO | 26 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 30 |
Cordasco Financial Network | 30 | 30 | 0.08% | 1.69% | 11.59% | Q1 2015 | Q2 2022 | 30 |
Financial Architects, Inc | 24 | 2 | 0.00% | 1.28% | 2.94% | Q2 2014 | Q2 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q3 2023 | 30 |
INVESTMENT PARTNERS, LTD. | 29 | 29 | 0.11% | 0.64% | 1.49% | Q3 2016 | Q3 2023 | 29 |
Oakworth Capital, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 29 |
SMITH, MOORE & CO. | 29 | 29 | 0.03% | 0.79% | 2.00% | Q1 2016 | Q1 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 0.40% | 0.89% | 2.33% | Q4 2016 | Q4 2023 | 29 |
MUFG Americas Holdings Corp | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 29 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 29 | 29 | 0.01% | 0.15% | 0.26% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 15 | 14 | 0.02% | 0.12% | 0.26% | Q3 2014 | Q4 2021 | 29 |
Partnervest Advisory Services LLC | 29 | 29 | 0.03% | 0.59% | 0.88% | Q3 2013 | Q3 2020 | 29 |
Cetera Investment Advisers | 29 | 29 | 0.04% | 0.19% | 0.52% | Q3 2016 | Q3 2023 | 29 |
CENTRAL BANK & TRUST CO | 29 | 29 | 0.01% | 0.78% | 2.29% | Q3 2016 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.14% | 1.02% | 3.10% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.06% | 0.31% | 1.21% | Q1 2017 | Q4 2023 | 28 |
Miracle Mile Advisors, LLC | 19 | 9 | 0.04% | 4.10% | 20.21% | Q1 2015 | Q3 2023 | 28 |
First Allied Advisory Services, Inc. | 27 | 1 | 0.03% | 0.21% | 0.78% | Q3 2013 | Q3 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.09% | 0.32% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 28 |
CWM, LLC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 27 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.02% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.01% | 0.06% | 0.31% | Q2 2015 | Q4 2021 | 27 |
SVA Wealth Management, LLC | 22 | 5 | 0.04% | 0.30% | 0.89% | Q4 2013 | Q4 2020 | 27 |
Ancora Advisors LLC | 26 | 1 | 0.00% | 0.10% | 0.37% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.26% | 0.47% | 1.06% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.17% | 3.90% | 8.45% | Q4 2016 | Q3 2023 | 27 |
Merriman Wealth Management, LLC | 21 | 2 | 0.02% | 1.65% | 12.66% | Q1 2015 | Q3 2022 | 27 |
Advocacy Wealth Management Services, LLC | 18 | 3 | 0.08% | 2.66% | 6.81% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.05% | 0.31% | 0.67% | Q4 2016 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 9 | 0.00% | 0.96% | 3.23% | Q4 2016 | Q3 2023 | 26 |
QS Investors, LLC | 24 | 2 | 0.00% | 0.50% | 1.12% | Q2 2014 | Q2 2021 | 26 |
BROWN ADVISORY INC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 26 |
Sargent Bickham Lagudis LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2022 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.08% | 0.39% | 0.65% | Q2 2017 | Q3 2023 | 26 |
Prospera Financial Services Inc | 26 | 26 | 0.01% | 0.08% | 0.25% | Q2 2017 | Q3 2023 | 26 |
O'Brien Wealth Partners LLC | 26 | 26 | 3.02% | 18.76% | 35.70% | Q4 2015 | Q1 2022 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.03% | 0.14% | 0.28% | Q2 2017 | Q3 2023 | 26 |
Dynamic Advisor Solutions LLC | 21 | 1 | 0.01% | 0.13% | 0.26% | Q4 2014 | Q1 2022 | 26 |
IHT Wealth Management, LLC | 19 | 6 | 0.00% | 0.17% | 0.55% | Q4 2016 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.06% | 1.45% | 3.31% | Q2 2017 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.06% | 0.34% | Q4 2016 | Q3 2023 | 25 |
PEDDOCK CAPITAL ADVISORS, LLC | 14 | 1 | 0.07% | 0.55% | 1.16% | Q3 2016 | Q1 2023 | 25 |
AJ WEALTH STRATEGIES, LLC | 24 | 24 | 0.02% | 0.14% | 0.55% | Q4 2016 | Q3 2022 | 24 |
Cornerstone Wealth Management, LLC | 21 | 1 | 0.02% | 0.30% | 1.77% | Q1 2016 | Q3 2023 | 24 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.02% | 0.04% | 0.12% | Q3 2016 | Q2 2022 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.19% | 0.70% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.68% | 1.49% | 2.44% | Q4 2017 | Q3 2023 | 24 |
MV CAPITAL MANAGEMENT, INC. | 22 | 2 | 0.01% | 3.49% | 6.61% | Q4 2014 | Q3 2022 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 0.27% | 3.24% | 8.46% | Q4 2016 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
JANUS HENDERSON GROUP PLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Blankinship & Foster, LLC | 24 | 24 | 0.10% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.04% | 0.69% | 1.35% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 23 | 1 | 0.00% | 0.20% | 0.54% | Q3 2016 | Q3 2023 | 24 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.25% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 15 | 9 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 0.45% | 7.93% | 13.42% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.14% | 4.95% | 10.94% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.01% | 0.09% | 0.44% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.05% | 0.37% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Pointe Capital Management LLC | 22 | 1 | 0.10% | 1.24% | 3.42% | Q3 2016 | Q1 2023 | 24 |
Stonehearth Capital Management, LLC | 24 | 24 | 0.98% | 3.89% | 6.67% | Q4 2014 | Q3 2020 | 24 |
IMA Wealth, Inc. | 24 | 24 | 0.18% | 0.51% | 0.83% | Q4 2017 | Q3 2023 | 24 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 24 |
Legacy Financial Advisors, Inc. | 24 | 24 | 2.78% | 8.29% | 14.05% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.05% | 0.42% | 1.08% | Q4 2017 | Q3 2023 | 24 |
JRM Investment Counsel, LLC | 24 | 24 | 0.10% | 4.37% | 6.95% | Q1 2016 | Q4 2021 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.62% | 2.30% | 4.53% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
Capital Asset Advisory Services LLC | 23 | 23 | 0.00% | 0.19% | 0.56% | Q1 2017 | Q3 2022 | 23 |
Glovista Investments LLC | 21 | 1 | 0.03% | 0.66% | 3.75% | Q4 2014 | Q4 2022 | 23 |
Essex Financial Services, Inc. | 16 | 1 | 0.05% | 0.25% | 1.05% | Q1 2016 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 23 | 23 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q4 2020 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.39% | 2.09% | 6.86% | Q2 2013 | Q4 2018 | 23 |
Keystone Financial Group | 21 | 2 | 0.09% | 0.87% | 6.55% | Q4 2017 | Q3 2023 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.00% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 23 |
Bangor Savings Bank | 23 | 23 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Ballew Advisors, Inc | 23 | 23 | 5.35% | 6.47% | 7.92% | Q4 2017 | Q2 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
WOODMONT INVESTMENT COUNSEL LLC | 23 | 23 | 0.23% | 0.83% | 1.15% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 15 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
Mutual Advisors, LLC | 19 | 4 | 0.03% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.12% | 0.30% | Q1 2014 | Q3 2019 | 23 |
MONEYWISE, INC. | 23 | 23 | 0.16% | 3.84% | 6.55% | Q3 2016 | Q1 2022 | 23 |
PLANNING DIRECTIONS INC | 23 | 23 | 0.29% | 4.01% | 8.48% | Q1 2018 | Q3 2023 | 23 |
Regal Wealth Group, Inc. | 22 | 22 | 0.06% | 0.34% | 2.20% | Q4 2015 | Q1 2021 | 22 |
CITIZENS FINANCIAL GROUP INC/RI | 22 | 22 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Stewardship Financial Advisors, LLC | 22 | 22 | 2.40% | 4.80% | 7.24% | Q4 2015 | Q1 2021 | 22 |
ANCHOR CAPITAL ADVISORS LLC | 22 | 22 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q2 2022 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.24% | 0.72% | Q4 2014 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 19 | 3 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q2 2022 | 22 |
Oak Asset Management, LLC | 13 | 4 | 0.10% | 0.28% | 0.39% | Q4 2017 | Q3 2023 | 22 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 22 | 22 | 0.12% | 0.32% | 0.47% | Q2 2014 | Q3 2019 | 22 |
TOTH FINANCIAL ADVISORY CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 14 | 8 | 4.14% | 4.86% | 7.44% | Q4 2017 | Q2 2023 | 22 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
V Wealth Advisors LLC | 10 | 1 | 0.04% | 0.12% | 0.35% | Q1 2016 | Q1 2023 | 22 |
Ironwood Financial, llc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
PETTYJOHN, WOOD & WHITE, INC | 21 | 21 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q1 2021 | 21 |
EATON VANCE MANAGEMENT | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Brookstone Capital Management | 21 | 21 | 0.36% | 1.11% | 2.70% | Q3 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 21 | 21 | 0.01% | 0.10% | 0.31% | Q2 2017 | Q2 2022 | 21 |
NewSquare Capital LLC | 20 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2020 | 21 |
PRUDENTIAL PLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
Savant Capital, LLC | 21 | 21 | 0.01% | 0.22% | 1.32% | Q3 2018 | Q3 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
CUTLER INVESTMENT COUNSEL LLC | 21 | 21 | 2.37% | 2.59% | 2.76% | Q3 2018 | Q3 2023 | 21 |
Rehmann Capital Advisory Group | 15 | 1 | 0.02% | 0.98% | 1.59% | Q4 2016 | Q3 2023 | 21 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 21 |
TRUIST FINANCIAL CORP | 16 | 5 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 21 |
Archford Capital Strategies, LLC | 21 | 21 | 0.34% | 0.94% | 1.59% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.32% | 1.32% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 20 | 1 | 0.01% | 0.08% | 0.38% | Q2 2017 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.02% | 3.34% | 20.09% | Q4 2015 | Q3 2023 | 21 |
NORTH AMERICAN MANAGEMENT CORP | 21 | 21 | 1.99% | 2.96% | 4.03% | Q1 2016 | Q1 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.22% | 1.04% | 2.98% | Q4 2017 | Q4 2022 | 21 |
Well Done, LLC | 20 | 1 | 0.01% | 1.54% | 2.05% | Q1 2018 | Q3 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2020 | 21 |
COLONY GROUP LLC | 16 | 1 | 0.00% | 0.29% | 0.87% | Q1 2014 | Q2 2022 | 21 |
MONECO Advisors, LLC | 20 | 20 | 0.17% | 0.39% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Summit X, LLC | 20 | 20 | 0.04% | 0.94% | 4.48% | Q2 2017 | Q1 2022 | 20 |
Financial Engines Advisors L.L.C. | 20 | 20 | 0.17% | 0.27% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.09% | 3.15% | 4.39% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 20 |
Financial Advocates Investment Management | 18 | 2 | 0.03% | 0.37% | 0.85% | Q4 2017 | Q2 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.06% | 0.34% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Ausdal Financial Partners, Inc. | 20 | 20 | 0.14% | 0.38% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.07% | 0.15% | 0.23% | Q4 2017 | Q3 2022 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.71% | 1.80% | Q2 2018 | Q1 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.05% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 20 |
RHS Financial, LLC | 20 | 20 | 0.48% | 3.92% | 8.67% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.16% | 0.44% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Townsend & Associates, Inc | 20 | 20 | 0.29% | 0.86% | 1.07% | Q4 2017 | Q3 2022 | 20 |
WEATHERLY ASSET MANAGEMENT L. P. | 20 | 20 | 0.33% | 0.65% | 0.80% | Q1 2014 | Q4 2018 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2020 | 20 |
Tufton Capital Management | 20 | 20 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2021 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.20% | 1.79% | 3.49% | Q4 2018 | Q3 2023 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 0.01% | 0.98% | 2.05% | Q2 2013 | Q1 2018 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.06% | 1.79% | 5.76% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.39% | 0.58% | 0.90% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.18% | 0.41% | Q4 2018 | Q3 2023 | 20 |
MorganRosel Wealth Management, LLC | 20 | 20 | 1.07% | 2.19% | 3.88% | Q4 2018 | Q3 2023 | 20 |
LANDAAS & CO /WI /ADV | 19 | 19 | 0.13% | 0.29% | 0.48% | Q3 2017 | Q1 2022 | 19 |
Old North State Trust, LLC | 19 | 19 | 0.11% | 4.49% | 9.99% | Q3 2018 | Q1 2023 | 19 |
OneDigital Investment Advisors LLC | 18 | 1 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Asset Planning Services, Ltd. | 19 | 19 | 0.24% | 0.36% | 0.49% | Q2 2016 | Q4 2020 | 19 |
OLD NATIONAL BANCORP /IN/ | 16 | 3 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q4 2022 | 19 |
FDx Advisors, Inc. | 12 | 1 | 0.02% | 0.38% | 1.76% | Q4 2015 | Q3 2023 | 19 |
First Heartland Consultants, Inc. | 19 | 19 | 0.04% | 0.51% | 1.19% | Q2 2016 | Q4 2020 | 19 |
Meridian Wealth Advisors, LLC | 19 | 19 | 0.06% | 0.87% | 3.51% | Q1 2019 | Q3 2023 | 19 |
HBK Sorce Advisory LLC | 19 | 19 | 0.10% | 4.10% | 8.45% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.05% | 0.29% | 0.84% | Q1 2019 | Q3 2023 | 19 |
HL FINANCIAL SERVICES LLC | 13 | 1 | 0.01% | 0.04% | 0.13% | Q3 2013 | Q1 2019 | 19 |
ERn Financial, LLC | 19 | 19 | 0.32% | 0.98% | 1.93% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q2 2022 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.41% | 4.30% | 9.02% | Q4 2018 | Q3 2023 | 19 |
Clark Capital Management Group, Inc. | 9 | 2 | 0.01% | 0.16% | 0.70% | Q1 2015 | Q1 2022 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 3 | 0.02% | 0.14% | 0.43% | Q3 2015 | Q3 2023 | 19 |
ARS Wealth Advisors, LLC | 19 | 19 | 0.09% | 0.90% | 1.73% | Q4 2013 | Q2 2018 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.12% | 0.37% | 0.53% | Q4 2017 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.12% | 0.26% | 0.48% | Q1 2019 | Q3 2023 | 19 |
FIRST FOUNDATION ADVISORS | 19 | 19 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.21% | 0.48% | 0.87% | Q1 2019 | Q3 2023 | 19 |
SMITH CHAS P & ASSOCIATES PA CPAS | 19 | 19 | 0.03% | 2.02% | 2.91% | Q3 2015 | Q1 2020 | 19 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 16 | 3 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
MADISON INVESTMENT HOLDINGS INC | 19 | 19 | 0.11% | 0.69% | 1.46% | Q1 2015 | Q3 2019 | 19 |
Sterling Investment Advisors, Ltd. | 19 | 19 | 0.01% | 0.15% | 0.48% | Q4 2017 | Q2 2022 | 19 |
Smart Money Group LLC | 19 | 19 | 0.39% | 5.67% | 14.89% | Q4 2017 | Q2 2022 | 19 |
WINTRUST INVESTMENTS LLC | 17 | 2 | 0.04% | 0.53% | 1.15% | Q3 2016 | Q2 2021 | 19 |
Pathway Financial Advisors LLC | 11 | 8 | 0.12% | 0.78% | 1.82% | Q3 2018 | Q3 2023 | 19 |
Strategic Blueprint, LLC | 15 | 3 | 0.03% | 0.36% | 1.75% | Q1 2019 | Q3 2023 | 18 |
Graves Light Lenhart Wealth, Inc. | 16 | 2 | 0.03% | 1.28% | 1.70% | Q4 2018 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.24% | 0.52% | Q2 2013 | Q3 2017 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.02% | 0.07% | 0.13% | Q3 2018 | Q1 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.04% | 1.11% | 3.20% | Q4 2018 | Q3 2023 | 18 |
Ironsides Asset Advisors, LLC | 16 | 2 | 0.10% | 1.09% | 1.94% | Q4 2014 | Q3 2022 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 18 |
Bridgeworth, LLC | 18 | 18 | 0.08% | 0.64% | 1.09% | Q4 2016 | Q1 2021 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.03% | 0.08% | 0.25% | Q1 2019 | Q3 2023 | 18 |
BARCLAYS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.04% | 0.19% | 0.75% | Q1 2016 | Q2 2020 | 18 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.19% | 0.77% | Q4 2014 | Q4 2022 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 18 | 0.00% | 0.37% | 0.60% | Q1 2015 | Q2 2019 | 18 |
TSFG, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 18 |
High Falls Advisors, Inc | 18 | 18 | 0.06% | 1.56% | 4.76% | Q1 2019 | Q2 2023 | 18 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Perigon Wealth Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.93% | 1.92% | 3.34% | Q3 2019 | Q3 2023 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 17 | 17 | 0.08% | 0.33% | 0.84% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
Steinberg Global Asset Management | 17 | 17 | 0.08% | 0.39% | 0.57% | Q1 2015 | Q1 2019 | 17 |
6 Meridian | 17 | 17 | 0.31% | 0.42% | 0.64% | Q4 2017 | Q4 2021 | 17 |
Ledyard National Bank | 16 | 1 | 0.00% | 0.45% | 0.85% | Q4 2015 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.01% | 0.09% | 0.21% | Q2 2019 | Q3 2023 | 17 |
Brickley Wealth Management | 17 | 17 | 0.30% | 1.00% | 4.10% | Q3 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 17 |
FMA ADVISORY INC | 15 | 1 | 0.00% | 0.67% | 1.05% | Q2 2015 | Q1 2021 | 17 |
Aevitas Wealth Management, Inc. | 17 | 17 | 0.18% | 0.34% | 0.49% | Q4 2017 | Q4 2021 | 17 |
Dakota Wealth Management | 14 | 3 | 0.01% | 0.30% | 0.87% | Q1 2019 | Q3 2023 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 16 | 16 | 0.05% | 0.66% | 1.68% | Q3 2019 | Q2 2023 | 16 |
GHP Investment Advisors, Inc. | 15 | 1 | 0.00% | 0.42% | 0.69% | Q4 2018 | Q2 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.01% | 0.81% | 5.32% | Q4 2018 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 4 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.53% | 1.66% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.07% | 0.20% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.02% | 3.42% | 12.68% | Q4 2019 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.11% | 0.18% | 0.22% | Q2 2016 | Q1 2020 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 3.22% | 4.02% | 5.90% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 0.14% | 0.76% | 1.92% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.01% | 0.04% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 5 | 0.02% | 0.82% | 1.99% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.04% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Calamos Wealth Management LLC | 11 | 2 | 0.04% | 0.60% | 2.56% | Q3 2015 | Q2 2022 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 0.47% | 1.88% | 4.79% | Q4 2019 | Q3 2023 | 16 |
Tillar-Wenstrup Advisors, LLC | 6 | 5 | 1.18% | 2.07% | 3.48% | Q3 2015 | Q3 2022 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.02% | 0.19% | 1.42% | Q4 2019 | Q3 2023 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.85% | 6.47% | 18.84% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.18% | 0.23% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Allen Capital Group, LLC | 16 | 16 | 0.05% | 0.20% | 0.32% | Q4 2018 | Q3 2022 | 16 |
HAMEL ASSOCIATES, INC. | 16 | 16 | 1.05% | 4.06% | 8.12% | Q1 2016 | Q4 2019 | 16 |
1832 Asset Management L.P. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 16 | 16 | 0.00% | 0.95% | 2.14% | Q4 2017 | Q3 2021 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2019 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Private Portfolio Partners LLC | 16 | 16 | 0.15% | 0.31% | 0.65% | Q4 2018 | Q3 2022 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 5.64% | 5.95% | 6.42% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.39% | 1.68% | 4.21% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.00% | 1.56% | 8.94% | Q4 2019 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q4 2018 | 16 |
PARK AVENUE SECURITIES LLC | 12 | 4 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 16 |
Wharton Business Group, LLC | 16 | 16 | 3.50% | 6.24% | 8.20% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 1.55% | 2.13% | 3.10% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Waldron Private Wealth LLC | 16 | 16 | 0.03% | 1.79% | 4.70% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.18% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Private Ocean, LLC | 9 | 7 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2022 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
AGILIS PARTNERS LLC | 14 | 1 | 4.22% | 5.92% | 7.15% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Traverso Chambers Private Wealth Management, LLC | 15 | 15 | 0.10% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 15 | 15 | 0.39% | 5.20% | 9.55% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 15 |
SPINNAKER TRUST | 15 | 15 | 0.39% | 0.52% | 0.61% | Q3 2016 | Q1 2020 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 7 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 15 |
BOSTON ADVISORS LLC | 15 | 15 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 1.31% | 2.54% | Q2 2013 | Q4 2016 | 15 |
Quantitative Advantage, LLC | 6 | 2 | 0.37% | 3.21% | 5.12% | Q1 2014 | Q3 2019 | 15 |
Cordatus Wealth Management LLC | 10 | 1 | 0.08% | 0.26% | 0.73% | Q4 2018 | Q4 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FLC Capital Advisors | 15 | 15 | 0.33% | 2.53% | 6.08% | Q1 2019 | Q3 2022 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 12 | 3 | 0.12% | 0.75% | 1.92% | Q3 2019 | Q3 2023 | 15 |
Liquid Strategies, LLC | 15 | 15 | 1.12% | 3.36% | 10.92% | Q4 2019 | Q2 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 15 |
Hardy Reed LLC | 13 | 2 | 0.57% | 0.82% | 1.19% | Q4 2018 | Q1 2023 | 15 |
PRIVATE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.20% | 0.69% | 1.13% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.12% | 0.31% | Q1 2020 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 4.03% | 4.58% | 5.03% | Q4 2019 | Q2 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 2.76% | 3.16% | 3.39% | Q1 2020 | Q3 2023 | 15 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.30% | 0.48% | Q3 2017 | Q1 2021 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.03% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
LexAurum Advisors, LLC | 15 | 15 | 0.07% | 0.26% | 0.39% | Q4 2017 | Q2 2021 | 15 |
SIGNET FINANCIAL MANAGEMENT, LLC | 15 | 15 | 0.16% | 0.56% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.34% | 0.55% | 0.77% | Q1 2020 | Q4 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 11 | 2 | 0.05% | 0.64% | 1.68% | Q3 2017 | Q1 2022 | 15 |
Concert Wealth Management Inc. | 8 | 7 | 0.06% | 0.18% | 0.34% | Q2 2013 | Q1 2017 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 1 | 0.05% | 0.45% | 1.81% | Q2 2018 | Q2 2022 | 15 |
Financial Advisors, LLC | 15 | 15 | 0.10% | 13.65% | 17.66% | Q4 2018 | Q2 2022 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.29% | 0.40% | 0.62% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.32% | 0.94% | Q2 2013 | Q4 2016 | 15 |
Kovack Advisors, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.01% | 0.09% | 0.20% | Q1 2015 | Q3 2018 | 15 |
Tolleson Wealth Management, Inc. | 15 | 15 | 0.26% | 2.80% | 4.81% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.13% | 2.06% | 9.57% | Q1 2017 | Q3 2020 | 15 |
AGF INVESTMENTS INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 15 |
Magnus Financial Group LLC | 15 | 15 | 1.00% | 1.70% | 2.72% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 10 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Southern Wealth Management, LLP | 14 | 14 | 0.90% | 3.41% | 9.71% | Q4 2019 | Q1 2023 | 14 |
SteelPeak Wealth, LLC | 9 | 5 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.14% | 0.28% | Q4 2019 | Q1 2023 | 14 |
WADE G W & INC | 8 | 2 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 14 |
Prism Advisors, Inc. | 14 | 14 | 0.19% | 4.12% | 6.93% | Q2 2020 | Q3 2023 | 14 |
Guidance Point Advisors, LLC | 10 | 4 | 0.20% | 0.28% | 0.36% | Q1 2019 | Q3 2022 | 14 |
Crabel Capital Management, LLC | 8 | 2 | 0.08% | 0.53% | 1.39% | Q1 2018 | Q1 2023 | 14 |
Vista Private Wealth Partners. LLC | 14 | 14 | 0.16% | 0.35% | 0.60% | Q4 2018 | Q1 2022 | 14 |
Drexel Morgan & Co. | 14 | 14 | 1.26% | 1.57% | 2.41% | Q2 2013 | Q3 2016 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.10% | 0.22% | 0.30% | Q2 2017 | Q3 2020 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 5 | 2 | 0.03% | 1.27% | 3.22% | Q1 2015 | Q3 2021 | 14 |
Financial Partners Group, Inc | 9 | 1 | 0.05% | 0.11% | 0.22% | Q4 2017 | Q2 2022 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 14 |
MAGNOLIA CAPITAL ADVISORS LLC | 14 | 14 | 0.19% | 0.34% | 1.14% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.14% | 0.22% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Homrich & Berg | 6 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2017 | Q3 2020 | 14 |
Western Wealth Management, LLC | 10 | 4 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.06% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 14 |
GODSEY & GIBB, INC | 10 | 1 | 0.00% | 2.84% | 4.48% | Q1 2014 | Q2 2022 | 14 |
Ferris Capital, LLC | 10 | 3 | 0.20% | 0.43% | 0.87% | Q4 2018 | Q1 2022 | 13 |
ASHFORD CAPITAL MANAGEMENT INC | 13 | 13 | 0.07% | 0.38% | 0.67% | Q4 2018 | Q4 2021 | 13 |
Bison Wealth, LLC | 11 | 2 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 13 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 5 | 0.00% | 0.19% | 0.50% | Q3 2013 | Q4 2019 | 13 |
WealthShield Partners, LLC | 10 | 3 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q2 2021 | 13 |
ARQ WEALTH ADVISORS, LLC | 13 | 13 | 1.61% | 3.61% | 5.44% | Q1 2020 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 12 | 1 | 0.05% | 0.21% | 0.36% | Q1 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 0.20% | 0.57% | Q4 2020 | Q4 2023 | 13 |
Kathmere Capital Management, LLC | 13 | 13 | 0.05% | 1.58% | 3.20% | Q4 2019 | Q4 2022 | 13 |
Biltmore Family Office, LLC | 12 | 1 | 0.00% | 0.44% | 0.90% | Q4 2017 | Q2 2021 | 13 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 8 | 1 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q2 2023 | 13 |
Sowell Financial Services LLC | 8 | 2 | 0.02% | 0.12% | 0.34% | Q4 2018 | Q2 2023 | 13 |
Polaris Wealth Advisory Group, LLC | 9 | 1 | 0.05% | 0.20% | 0.30% | Q3 2019 | Q3 2023 | 13 |
Santori & Peters, Inc. | 12 | 1 | 0.12% | 0.30% | 0.39% | Q4 2017 | Q1 2022 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 3.76% | 6.58% | 8.56% | Q4 2018 | Q4 2021 | 13 |
LVZ, Inc. | 13 | 13 | 4.51% | 7.81% | 11.02% | Q4 2013 | Q4 2016 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
WRAPMANAGER INC | 12 | 1 | 0.07% | 0.29% | 0.62% | Q4 2019 | Q1 2023 | 13 |
GFG Capital, LLC | 13 | 13 | 0.38% | 2.96% | 5.02% | Q1 2020 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.15% | 0.59% | Q3 2020 | Q3 2023 | 13 |
Bristlecone Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 13 |
Pinion Investment Advisors, LLC | 13 | 13 | 0.14% | 0.82% | 1.34% | Q1 2019 | Q1 2022 | 13 |
Csenge Advisory Group | 6 | 2 | 0.03% | 0.14% | 0.49% | Q4 2017 | Q2 2022 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.38% | 0.56% | 0.78% | Q4 2018 | Q4 2021 | 13 |
BOKF, NA | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 13 |
Tacita Capital Inc | 12 | 12 | 3.10% | 4.16% | 5.36% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.11% | 0.24% | 0.53% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.06% | 0.26% | 0.48% | Q4 2018 | Q3 2021 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.23% | 0.78% | 1.58% | Q4 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.34% | 1.51% | 3.05% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.18% | 0.40% | 0.70% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.05% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.43% | 1.14% | 2.08% | Q4 2020 | Q3 2023 | 12 |
Titus Wealth Management | 12 | 12 | 0.13% | 0.24% | 0.34% | Q3 2019 | Q2 2022 | 12 |
Shepherd Financial Partners LLC | 7 | 5 | 0.04% | 0.69% | 1.89% | Q4 2018 | Q2 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.08% | 0.29% | 0.36% | Q1 2019 | Q4 2021 | 12 |
Faithward Advisors, LLC | 12 | 12 | 0.04% | 0.12% | 0.25% | Q3 2019 | Q2 2022 | 12 |
PFM Asset Management LLC | 12 | 12 | 0.14% | 0.81% | 2.08% | Q4 2018 | Q3 2021 | 12 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q4 2021 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.30% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.10% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Secrest Blakey & Associates, LLC | 12 | 12 | 0.93% | 2.11% | 2.94% | Q4 2017 | Q3 2020 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.29% | 0.81% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.23% | 0.64% | Q4 2017 | Q1 2021 | 12 |
COWA, LLC | 12 | 12 | 0.18% | 0.30% | 0.52% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
VICUS CAPITAL | 8 | 1 | 0.05% | 0.33% | 0.48% | Q1 2015 | Q3 2019 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 1.44% | 1.67% | 1.84% | Q4 2020 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.41% | 0.65% | 0.96% | Q4 2020 | Q3 2023 | 12 |
WESTPORT RESOURCES MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2016 | 12 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.29% | 0.39% | 0.52% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.16% | 0.26% | 0.39% | Q4 2015 | Q3 2018 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.46% | 1.09% | 3.88% | Q4 2020 | Q3 2023 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 1 | 0.03% | 0.28% | 0.94% | Q2 2015 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.11% | 0.45% | 1.15% | Q4 2018 | Q3 2021 | 12 |
Van Hulzen Asset Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q1 2020 | 11 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 11 | 11 | 0.12% | 0.36% | 1.12% | Q4 2018 | Q2 2021 | 11 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 11 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.00% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 11 |
Portfolio Solutions, LLC | 5 | 2 | 0.02% | 0.08% | 0.18% | Q1 2017 | Q3 2020 | 11 |
Personal Wealth Partners | 11 | 11 | 6.56% | 8.49% | 10.35% | Q3 2019 | Q1 2022 | 11 |
Hilltop Holdings Inc. | 9 | 1 | 0.03% | 0.15% | 0.92% | Q2 2015 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.84% | 1.81% | 2.75% | Q4 2019 | Q2 2022 | 11 |
Schwab Charitable Fund | 11 | 11 | 0.10% | 0.35% | 0.65% | Q1 2019 | Q3 2021 | 11 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.02% | 0.06% | 0.31% | Q4 2020 | Q2 2023 | 11 |
Cypress Capital Group | 11 | 11 | 0.15% | 0.41% | 0.71% | Q2 2017 | Q4 2019 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q4 2018 | 11 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.09% | 0.56% | 0.94% | Q1 2015 | Q3 2017 | 11 |
Kalos Management, Inc. | 10 | 1 | 0.05% | 0.40% | 0.61% | Q3 2019 | Q1 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.42% | 1.17% | 1.69% | Q1 2021 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Independence Bank of Kentucky | 10 | 1 | 0.01% | 0.15% | 0.26% | Q3 2018 | Q4 2022 | 11 |
Gladstone Institutional Advisory LLC | 7 | 4 | 0.02% | 0.27% | 0.99% | Q2 2020 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 11 |
SimpliFi, Inc. | 11 | 11 | 6.40% | 10.52% | 13.33% | Q4 2017 | Q2 2020 | 11 |
Balentine LLC | 8 | 3 | 0.00% | 1.38% | 5.10% | Q4 2020 | Q3 2023 | 11 |
Lehman & Derafelo Financial Resources LLC | 9 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 1.20% | 5.58% | 8.06% | Q4 2018 | Q2 2021 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.12% | 0.24% | 0.56% | Q4 2019 | Q2 2022 | 11 |
Gemmer Asset Management LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2022 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.01% | 0.10% | Q2 2016 | Q3 2019 | 11 |
Financial Insights, Inc. | 11 | 11 | 0.06% | 6.46% | 8.31% | Q4 2018 | Q2 2021 | 11 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 11 |
Price Wealth, LLC | 11 | 11 | 0.02% | 4.76% | 17.13% | Q4 2017 | Q2 2020 | 11 |
Ford Financial Group, LLC | 11 | 11 | 0.13% | 0.27% | 0.35% | Q2 2019 | Q4 2021 | 11 |
NATIXIS ADVISORS, L.P. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2021 | 11 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 10 | 10 | 0.15% | 0.37% | 1.65% | Q1 2017 | Q2 2019 | 10 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 10 |
EP Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.19% | Q3 2017 | Q3 2023 | 10 |
Calamos Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2017 | 10 |
ACG Wealth | 8 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q2 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.83% | 3.37% | Q2 2021 | Q3 2023 | 10 |
Cassia Capital Partners, LLC | 4 | 3 | 0.17% | 1.30% | 3.00% | Q4 2020 | Q3 2023 | 10 |
Newport Wealth Strategies, Inc. | 10 | 10 | 0.26% | 0.33% | 0.42% | Q4 2017 | Q1 2020 | 10 |
CEERA INVESTMENTS, LLC | 10 | 10 | 0.14% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2017 | 10 |
Wellesley Investment Partners, LLC | 8 | 2 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q3 2020 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.20% | 0.49% | 1.06% | Q4 2020 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q4 2022 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q4 2022 | 10 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.46% | 1.16% | Q1 2016 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.03% | 0.56% | 1.25% | Q4 2020 | Q1 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 0.19% | 1.29% | 4.10% | Q3 2018 | Q4 2020 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.10% | 0.81% | 1.93% | Q4 2019 | Q1 2022 | 10 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 10 |
NATIONAL PLANNING CORP | 9 | 1 | 0.01% | 0.12% | 0.26% | Q4 2014 | Q3 2017 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.38% | 0.60% | 1.01% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.29% | 0.53% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Essex Savings Bank | 6 | 1 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q1 2022 | 10 |
Veritable, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2020 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 10 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q4 2021 | 9 |
Wealthspire Advisors, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 9 |
Prostatis Group LLC | 8 | 1 | 0.01% | 2.34% | 3.88% | Q2 2020 | Q2 2023 | 9 |
SouthState Corp | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q2 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.18% | 0.60% | 0.98% | Q4 2019 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.16% | 0.32% | Q4 2013 | Q4 2015 | 9 |
John W. Brooker & Co., CPAs | 8 | 1 | 0.01% | 0.04% | 0.15% | Q4 2019 | Q3 2022 | 9 |
Cypress Wealth Advisors LLC | 9 | 9 | 0.21% | 0.43% | 0.68% | Q2 2015 | Q2 2017 | 9 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Beacon Financial Advisory LLC | 9 | 9 | 0.12% | 0.96% | 1.95% | Q4 2019 | Q4 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.65% | 3.91% | 4.80% | Q1 2020 | Q1 2022 | 9 |
Golden State Wealth Management, LLC | 4 | 2 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q1 2022 | 9 |
M Holdings Securities, Inc. | 9 | 9 | 0.06% | 0.09% | 0.25% | Q1 2017 | Q1 2019 | 9 |
9258 Wealth Management, LLC | 9 | 9 | 0.06% | 0.22% | 0.41% | Q4 2019 | Q4 2021 | 9 |
LWS Wealth Advisors, Inc. | 9 | 9 | 1.92% | 2.19% | 2.57% | Q4 2019 | Q4 2021 | 9 |
Wagner Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 3 | 1.46% | 6.59% | 12.45% | Q2 2015 | Q4 2020 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.00% | 0.06% | 0.27% | Q2 2020 | Q2 2022 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.33% | 1.75% | 2.64% | Q4 2020 | Q4 2022 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.05% | 0.28% | Q4 2018 | Q3 2021 | 9 |
Sonora Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
STATE STREET CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
HILLTOP WEALTH ADVISORS, LLC | 9 | 9 | 0.20% | 7.00% | 32.40% | Q4 2019 | Q4 2021 | 9 |
TD Capital Management LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2017 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.11% | 0.19% | 0.30% | Q4 2021 | Q4 2023 | 9 |
Madison Asset Management, LLC | 9 | 9 | 0.02% | 0.42% | 1.19% | Q4 2019 | Q4 2021 | 9 |
StoneX Group Inc. | 9 | 9 | 0.10% | 0.29% | 0.65% | Q4 2019 | Q4 2021 | 9 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 9 | 9 | 0.06% | 0.26% | 0.94% | Q4 2020 | Q4 2022 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.04% | 0.26% | 0.47% | Q4 2020 | Q4 2022 | 9 |
Pensionmark Financial Group, LLC | 8 | 1 | 0.17% | 0.20% | 0.23% | Q4 2019 | Q3 2022 | 9 |
LCNB CORP | 8 | 1 | 0.14% | 0.35% | 0.46% | Q3 2018 | Q1 2021 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 9 |
Ifrah Financial Services, Inc. | 9 | 9 | 0.15% | 0.21% | 0.27% | Q4 2018 | Q4 2020 | 9 |
Rodgers & Associates, LTD | 9 | 9 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Mayfair Advisory Group, LLC | 9 | 9 | 0.29% | 0.45% | 0.79% | Q2 2020 | Q2 2022 | 9 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.25% | 0.81% | Q4 2015 | Q2 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.15% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 6 | 2 | 0.01% | 0.22% | 0.38% | Q4 2018 | Q4 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
Trust Co | 8 | 8 | 0.37% | 1.51% | 2.25% | Q4 2018 | Q3 2020 | 8 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2018 | 8 |
Starfire Investment Advisers, Inc. | 7 | 1 | 1.17% | 2.31% | 2.77% | Q4 2017 | Q2 2020 | 8 |
Tranquilli Financial Advisor LLC | 5 | 3 | 0.32% | 1.05% | 1.58% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pettinga Financial Advisors LLC | 8 | 8 | 0.12% | 5.10% | 7.79% | Q4 2018 | Q3 2020 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.03% | 0.46% | 0.88% | Q1 2017 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.17% | 0.40% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.12% | 0.30% | 0.59% | Q1 2020 | Q4 2021 | 8 |
DEFINED WEALTH MANAGEMENT, LLC | 8 | 8 | 0.66% | 0.71% | 0.91% | Q4 2020 | Q3 2022 | 8 |
SHUFRO ROSE & CO LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 5 | 1 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q3 2023 | 8 |
WIMMER ASSOCIATES 1, LLC | 8 | 8 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.05% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Tanglewood Wealth Management, Inc. | 8 | 8 | 0.15% | 2.62% | 7.37% | Q4 2018 | Q3 2020 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.11% | 0.20% | 0.34% | Q4 2020 | Q3 2022 | 8 |
CPWM, LLC | 5 | 3 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q3 2018 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 8 | 8 | 0.03% | 4.44% | 7.88% | Q1 2020 | Q4 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.06% | 1.00% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.06% | 0.69% | 3.35% | Q4 2017 | Q3 2019 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 6 | 2 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q2 2023 | 8 |
Spotlight Asset Group, Inc. | 8 | 8 | 0.49% | 0.54% | 0.59% | Q4 2019 | Q3 2021 | 8 |
Stratos Investment Management, LLC | 6 | 2 | 0.05% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 8 |
Summit Global Investments | 6 | 2 | 0.02% | 0.12% | 0.38% | Q1 2021 | Q2 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 5 | 1 | 0.03% | 0.10% | 0.16% | Q2 2016 | Q4 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 8 |
RMR Wealth Builders | 8 | 8 | 0.05% | 0.12% | 0.16% | Q3 2020 | Q2 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 8 | 8 | 0.00% | 0.31% | 0.74% | Q1 2019 | Q4 2020 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.13% | 0.23% | 0.39% | Q4 2021 | Q3 2023 | 8 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2016 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.20% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.12% | 0.34% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Colorado Capital Management, Inc. | 8 | 8 | 0.16% | 0.21% | 0.26% | Q1 2018 | Q4 2019 | 8 |
MKD WEALTH COACHES, LLC | 8 | 8 | 2.54% | 4.88% | 6.72% | Q4 2018 | Q3 2020 | 8 |
ATLAS CAPITAL ADVISORS LLC | 5 | 3 | 0.01% | 0.13% | 0.80% | Q2 2019 | Q2 2021 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 2.22% | 2.51% | 2.72% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.10% | 0.23% | Q1 2016 | Q4 2020 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.06% | 0.27% | 0.64% | Q3 2014 | Q2 2016 | 8 |
FIRST MERCHANTS CORP | 8 | 8 | 0.04% | 0.09% | 0.24% | Q3 2017 | Q2 2019 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.61% | 0.86% | 0.96% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
VIRIDIAN RIA, LLC | 5 | 2 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 7 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q4 2021 | 7 |
Pallas Capital Advisors LLC | 7 | 7 | 0.05% | 0.10% | 0.17% | Q1 2021 | Q3 2022 | 7 |
M Financial Asset Management, Inc. | 5 | 2 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 7 |
Wealth Advisors of Tampa Bay, LLC | 7 | 7 | 0.23% | 0.58% | 0.76% | Q4 2017 | Q2 2019 | 7 |
Paragon Wealth Strategies, LLC | 5 | 1 | 0.00% | 1.40% | 2.44% | Q2 2017 | Q2 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.17% | 0.51% | 1.46% | Q4 2015 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Lantz Financial LLC | 7 | 7 | 0.13% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Richard P Slaughter Associates Inc | 7 | 7 | 0.09% | 3.32% | 6.47% | Q4 2019 | Q2 2021 | 7 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.09% | 0.12% | Q4 2018 | Q1 2023 | 7 |
Westover Capital Advisors, LLC | 6 | 1 | 0.08% | 1.95% | 2.85% | Q3 2018 | Q4 2020 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Edge Wealth Management LLC | 7 | 7 | 0.02% | 0.32% | 0.82% | Q2 2018 | Q4 2019 | 7 |
Safeguard Investment Advisory Group, LLC | 7 | 7 | 0.12% | 0.29% | 0.64% | Q4 2020 | Q2 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 4 | 3 | 0.06% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
AFFINIA FINANCIAL GROUP, LLC | 7 | 7 | 0.17% | 0.98% | 2.80% | Q1 2020 | Q3 2021 | 7 |
Alaska Wealth Advisors | 6 | 1 | 0.01% | 0.50% | 1.16% | Q4 2019 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.69% | 1.24% | Q4 2019 | Q2 2021 | 7 |
tru Independence LLC | 3 | 1 | 0.07% | 0.26% | 0.93% | Q4 2019 | Q1 2022 | 7 |
Verde Capital Management | 7 | 7 | 0.93% | 9.57% | 12.35% | Q4 2019 | Q2 2021 | 7 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 7 |
Parkwood LLC | 7 | 7 | 0.90% | 7.48% | 15.03% | Q4 2015 | Q2 2017 | 7 |
MFA WEALTH ADVISORS, LLC | 4 | 1 | 1.78% | 3.25% | 10.63% | Q4 2017 | Q2 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q4 2022 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.21% | 0.26% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Truehand, Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
First Allied Asset Management, Inc. | 7 | 7 | 0.08% | 0.93% | 1.95% | Q3 2013 | Q1 2015 | 7 |
Lido Advisors, LLC | 4 | 3 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 7 |
Hudock, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.20% | 0.99% | 2.63% | Q2 2019 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Shelter Ins Retirement Plan | 7 | 7 | 30.20% | 30.87% | 31.70% | Q3 2019 | Q1 2021 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.14% | 0.32% | Q4 2020 | Q4 2022 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 7 |
Silicon Hills Wealth Management, LLC | 7 | 7 | 0.17% | 1.31% | 3.37% | Q4 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gateway Advisory, LLC | 7 | 7 | 0.06% | 0.25% | 0.60% | Q3 2016 | Q1 2018 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.18% | 0.22% | 0.28% | Q2 2018 | Q4 2019 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.15% | 0.34% | 0.99% | Q4 2019 | Q2 2021 | 7 |
iAB Financial Bank | 7 | 7 | 0.66% | 0.83% | 1.04% | Q4 2015 | Q2 2017 | 7 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.08% | 0.12% | 0.14% | Q3 2019 | Q4 2020 | 6 |
BIEGEL & WALLER LLC | 5 | 1 | 0.18% | 0.55% | 0.78% | Q4 2016 | Q3 2019 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
First Citizens Financial Corp | 4 | 2 | 0.20% | 0.24% | 0.30% | Q4 2019 | Q3 2023 | 6 |
Empire Life Investments Inc. | 6 | 6 | 0.03% | 0.15% | 0.27% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Strategic Financial Services, Inc, | 6 | 6 | 0.04% | 1.16% | 2.84% | Q3 2019 | Q4 2020 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2021 | 6 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.11% | 0.38% | 0.95% | Q4 2019 | Q1 2022 | 6 |
ALLSTATE CORP | 6 | 6 | 0.86% | 2.60% | 3.35% | Q2 2013 | Q3 2014 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q1 2020 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Curtis Advisory Group, LLC | 6 | 6 | 0.08% | 0.28% | 0.40% | Q4 2021 | Q1 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 6.59% | 10.13% | 20.18% | Q2 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.10% | 0.25% | 0.55% | Q3 2021 | Q1 2023 | 6 |
Gibraltar Capital Management, Inc. | 6 | 6 | 1.12% | 2.11% | 3.01% | Q3 2019 | Q4 2020 | 6 |
QP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.23% | 3.84% | 8.46% | Q4 2019 | Q1 2021 | 6 |
Round Table Services, LLC | 6 | 6 | 0.18% | 1.59% | 2.69% | Q2 2019 | Q3 2020 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ROPES WEALTH ADVISORS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2021 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 0.34% | 0.92% | Q3 2015 | Q4 2016 | 6 |
PENOBSCOT WEALTH MANAGEMENT | 6 | 6 | 0.42% | 0.63% | 0.96% | Q2 2021 | Q3 2022 | 6 |
Wealth Advisors of Iowa, LLC | 4 | 2 | 0.22% | 1.41% | 3.79% | Q1 2020 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.40% | 0.63% | 0.75% | Q2 2013 | Q3 2014 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.79% | 1.09% | 1.46% | Q4 2020 | Q1 2022 | 6 |
Future Financial Wealth Managment LLC | 6 | 6 | 0.08% | 1.11% | 2.84% | Q4 2020 | Q1 2022 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.57% | 3.19% | 5.64% | Q1 2022 | Q2 2023 | 6 |
Austin Private Wealth, LLC | 6 | 6 | 0.13% | 5.17% | 7.60% | Q4 2019 | Q1 2021 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
GW HENSSLER & ASSOCIATES LTD | 6 | 6 | 0.06% | 0.08% | 0.15% | Q3 2015 | Q4 2016 | 6 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2019 | 6 |
Choate Investment Advisors | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 6 |
Horst & Graben Wealth Management LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.05% | 0.10% | 0.17% | Q3 2017 | Q4 2018 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Hoxton Financial, Inc. | 6 | 6 | 0.10% | 0.15% | 0.17% | Q4 2014 | Q1 2016 | 6 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2022 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.12% | 0.27% | 0.33% | Q4 2018 | Q1 2020 | 6 |
Veery Capital, LLC | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q1 2022 | 6 |
BOENNING & SCATTERGOOD, INC. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2019 | 6 |
Sharkey, Howes & Javer | 6 | 6 | 0.24% | 3.24% | 5.58% | Q1 2019 | Q2 2020 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.00% | 1.45% | 1.99% | Q1 2020 | Q2 2021 | 6 |
West Coast Financial LLC | 6 | 6 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.14% | 0.60% | Q4 2019 | Q1 2021 | 6 |
Corsicana & Co. | 6 | 6 | 2.33% | 2.50% | 2.66% | Q2 2021 | Q3 2022 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.21% | 0.32% | 0.50% | Q4 2020 | Q1 2022 | 6 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.29% | 2.15% | 3.08% | Q3 2014 | Q3 2016 | 6 |
AIMZ Investment Advisors, LLC | 6 | 6 | 0.28% | 0.29% | 0.30% | Q4 2014 | Q1 2016 | 6 |
NewDay Solutions, LLC | 5 | 1 | 3.35% | 6.79% | 9.04% | Q4 2018 | Q2 2020 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2018 | Q4 2019 | 6 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Columbus Macro, LLC | 4 | 1 | 0.15% | 0.71% | 1.10% | Q4 2017 | Q3 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.08% | 0.37% | Q3 2015 | Q3 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
AEGON USA Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Powell Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
RIVERSEDGE ADVISORS, LLC | 3 | 1 | 0.09% | 0.23% | 0.36% | Q2 2019 | Q1 2022 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 5 |
ALTERNA WEALTH MANAGEMENT, INC | 5 | 5 | 0.38% | 0.41% | 0.46% | Q1 2019 | Q1 2020 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.14% | 0.27% | 0.36% | Q2 2015 | Q2 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
ERTS Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.28% | 0.50% | Q4 2018 | Q4 2019 | 5 |
NewFocus Financial Group, LLC | 5 | 5 | 1.01% | 1.20% | 1.36% | Q4 2018 | Q4 2019 | 5 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 2.66% | 10.77% | 13.96% | Q4 2015 | Q3 2023 | 5 |
StrongBox Wealth, LLC | 5 | 5 | 0.26% | 0.66% | 0.99% | Q1 2020 | Q1 2021 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Strid Group, LLC | 5 | 5 | 4.05% | 5.09% | 7.33% | Q4 2015 | Q4 2016 | 5 |
Alberta Investment Management Corp | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q2 2019 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.12% | 0.37% | 0.57% | Q4 2016 | Q4 2017 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.02% | 0.17% | 0.77% | Q4 2018 | Q4 2019 | 5 |
Wade Financial Advisory, Inc | 5 | 5 | 0.20% | 2.92% | 5.73% | Q4 2019 | Q4 2020 | 5 |
WT Wealth Management | 5 | 5 | 0.27% | 1.21% | 2.48% | Q3 2019 | Q3 2020 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BANK OF HAWAII | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Pacifica Partners Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 1.33% | 2.70% | Q1 2016 | Q2 2021 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 1 | 0.15% | 0.17% | 0.20% | Q3 2020 | Q1 2022 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
COMMERCE BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.00% | 0.29% | 0.56% | Q2 2013 | Q2 2014 | 5 |
DRAVO BAY LLC | 3 | 2 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q1 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
VERITY Wealth Advisors | 5 | 5 | 0.51% | 0.71% | 1.12% | Q4 2018 | Q4 2019 | 5 |
Frontier Asset Management, LLC | 4 | 1 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 5 |
G&S Capital LLC | 5 | 5 | 0.79% | 0.83% | 0.90% | Q3 2020 | Q3 2021 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2013 | Q3 2014 | 5 |
Aries Wealth Management | 5 | 5 | 0.10% | 0.32% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.16% | 0.19% | 0.23% | Q3 2019 | Q3 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.76% | 2.07% | Q4 2020 | Q4 2021 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
PRIO WEALTH LIMITED PARTNERSHIP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Madden Advisory Services, Inc. | 5 | 5 | 1.56% | 1.82% | 2.11% | Q4 2018 | Q4 2019 | 5 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 5 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 5 | 1.67% | 2.01% | 2.52% | Q4 2020 | Q4 2021 | 5 |
Breakwater Capital Group | 4 | 4 | 0.45% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 1.61% | 1.71% | 2.00% | Q2 2019 | Q1 2020 | 4 |
Edelman Financial Services, LLC | 4 | 4 | 0.00% | 0.40% | 0.56% | Q1 2018 | Q4 2018 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.35% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.15% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PrairieView Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.01% | 0.12% | 0.23% | Q4 2017 | Q3 2018 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 2 | 1.00% | 1.18% | 1.39% | Q2 2017 | Q3 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 4 |
ROWLANDMILLER & PARTNERS.ADV | 3 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q3 2021 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.59% | 0.62% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.55% | 0.58% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Planning LLC | 3 | 1 | 0.01% | 0.23% | 0.87% | Q4 2019 | Q1 2021 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.08% | 0.47% | 1.58% | Q4 2019 | Q3 2020 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
BEACON TRUST CO | 4 | 4 | 0.32% | 0.39% | 0.43% | Q2 2016 | Q1 2017 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 4 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.05% | 0.17% | 0.35% | Q1 2016 | Q2 2020 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.72% | 0.80% | 0.83% | Q4 2019 | Q3 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.17% | 0.40% | 0.86% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 4 |
Aris Wealth Services, Inc. | 4 | 4 | 0.24% | 0.33% | 0.62% | Q4 2014 | Q3 2015 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST FINANCIAL CORP /IN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Smithfield Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 1.33% | 1.38% | 1.42% | Q4 2018 | Q3 2019 | 4 |
Sage Capital Advisors,llc | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Rainsberger Wealth Advisors, Inc. | 4 | 4 | 0.48% | 0.85% | 1.00% | Q4 2021 | Q3 2022 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 4 |
Watson Rebecca | 4 | 4 | 1.22% | 1.43% | 1.68% | Q4 2019 | Q3 2020 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.19% | 0.27% | 0.36% | Q4 2021 | Q4 2022 | 4 |
Fortress Wealth Management, Inc. | 4 | 4 | 1.06% | 1.18% | 1.30% | Q2 2022 | Q1 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2015 | Q3 2016 | 4 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.13% | 0.21% | 0.27% | Q4 2019 | Q3 2020 | 4 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.03% | 0.13% | 0.27% | Q1 2020 | Q4 2021 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.24% | 0.48% | 1.08% | Q4 2018 | Q1 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q2 2023 | 4 |
TIEMANN INVESTMENT ADVISORS, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q2 2019 | Q1 2020 | 4 |
Eagle Ridge Investment Management | 4 | 4 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Sequoia Wealth Management, LLC | 4 | 4 | 0.34% | 0.53% | 0.70% | Q4 2017 | Q3 2018 | 4 |
Alaska Permanent Capital Management | 3 | 1 | 0.22% | 0.77% | 1.15% | Q4 2019 | Q4 2022 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.25% | 0.37% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
ITS Asset Management, L.P. | 4 | 4 | 12.82% | 28.87% | 66.08% | Q4 2015 | Q3 2016 | 4 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 3.00% | 3.26% | 3.64% | Q3 2016 | Q2 2017 | 4 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.01% | 0.07% | 0.15% | Q2 2016 | Q3 2022 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MISSION WEALTH MANAGEMENT, LP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.03% | 0.11% | 0.36% | Q4 2018 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q4 2016 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.16% | Q1 2020 | Q1 2022 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.12% | 0.22% | 0.28% | Q4 2017 | Q3 2018 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.24% | 0.28% | Q1 2019 | Q4 2019 | 4 |
Disciplined Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2016 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q1 2023 | 4 |
CFO4Life, L.P. | 4 | 4 | 3.21% | 4.19% | 5.21% | Q1 2016 | Q4 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.06% | 0.40% | 1.04% | Q3 2019 | Q2 2020 | 4 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.19% | 0.21% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ENZI WEALTH | 3 | 3 | 0.17% | 0.33% | 0.46% | Q3 2022 | Q1 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 3 |
Planning Solutions Group LLC | 3 | 3 | 2.98% | 3.13% | 3.29% | Q4 2018 | Q2 2019 | 3 |
CNB Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Heritage Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.22% | 0.45% | 0.70% | Q4 2015 | Q2 2016 | 3 |
MBE Wealth Management, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Wright Fund Management, LLC | 3 | 3 | 0.57% | 0.94% | 1.57% | Q1 2023 | Q3 2023 | 3 |
Blue Zone Wealth Advisors, LLC | 2 | 1 | 0.17% | 1.23% | 3.35% | Q4 2019 | Q4 2021 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 3 | 0.25% | 0.46% | 0.72% | Q4 2021 | Q2 2022 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.18% | 0.48% | Q3 2017 | Q1 2019 | 3 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2016 | Q3 2016 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 3 | 3 | 0.09% | 0.17% | 0.24% | Q4 2019 | Q2 2020 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.86% | 0.88% | 0.90% | Q1 2018 | Q3 2018 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q4 2021 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.66% | 0.67% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q2 2022 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 0.52% | 2.83% | 4.04% | Q4 2020 | Q2 2021 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.16% | 0.40% | 0.58% | Q4 2021 | Q2 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.19% | 0.29% | 0.45% | Q2 2019 | Q4 2019 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.06% | 0.12% | 0.20% | Q4 2018 | Q2 2019 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.16% | 1.28% | 1.35% | Q4 2020 | Q2 2021 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.55% | 0.62% | 0.66% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.13% | 0.14% | 0.14% | Q2 2010 | Q4 2021 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q3 2022 | 3 |
BT Wealth Management LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
EWA, LLC | 3 | 3 | 8.01% | 9.32% | 10.33% | Q1 2023 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.19% | 0.52% | 0.93% | Q2 2013 | Q4 2013 | 3 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Spectrum Financial Alliance Ltd LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
HCR Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q4 2020 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.17% | 0.24% | 0.28% | Q1 2016 | Q3 2016 | 3 |
F3Logic, LLC | 2 | 1 | 0.04% | 0.17% | 0.26% | Q1 2018 | Q1 2020 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.31% | 0.97% | 1.42% | Q1 2017 | Q3 2017 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.03% | 0.06% | 0.12% | Q3 2015 | Q1 2016 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 1.51% | 1.53% | 1.54% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.09% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 3 |
WealthBridge Capital Management, LLC | 3 | 3 | 0.13% | 0.20% | 0.25% | Q4 2018 | Q2 2019 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.06% | 0.27% | 0.69% | Q1 2019 | Q3 2020 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 2 |
Opes Advisors Inc | 2 | 2 | 0.14% | 1.41% | 2.67% | Q4 2016 | Q1 2017 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.33% | 0.36% | 0.39% | Q4 2019 | Q1 2020 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Golden Green, Inc. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Manifold Partners, LLC | 1 | 1 | 3.40% | 9.83% | 16.25% | Q1 2016 | Q3 2016 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.42% | 0.46% | 0.49% | Q4 2019 | Q1 2020 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.08% | 0.15% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.32% | 0.40% | 0.47% | Q4 2018 | Q1 2019 | 2 |
Strategic Advisors LLC | 2 | 2 | 0.89% | 1.07% | 1.25% | Q3 2019 | Q4 2019 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 2 |
Bristol County Savings Bank | 2 | 2 | 5.85% | 5.93% | 6.01% | Q3 2017 | Q4 2017 | 2 |
Facet Wealth, Inc. | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.29% | 0.30% | 0.32% | Q1 2020 | Q2 2020 | 2 |
Legacy Capital Partners, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.88% | 1.29% | 1.70% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 2.99% | 4.96% | 6.93% | Q4 2019 | Q1 2020 | 2 |
CMC Financial Group | 2 | 2 | 0.23% | 0.59% | 0.94% | Q4 2019 | Q1 2020 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 1.91% | 2.78% | 3.65% | Q2 2021 | Q3 2021 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.07% | 0.24% | 0.41% | Q2 2016 | Q4 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.36% | 0.48% | 0.59% | Q1 2016 | Q2 2016 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FundX Investment Group, LLC | 1 | 1 | 1.85% | 4.70% | 7.55% | Q1 2016 | Q4 2019 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 1.47% | 1.69% | 1.90% | Q4 2020 | Q1 2021 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q1 2021 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.60% | 4.65% | 8.70% | Q4 2019 | Q1 2020 | 2 |
Rockwood Wealth Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 2 |
R & A Capital Management, LLC | 2 | 2 | 2.34% | 2.34% | 2.34% | Q2 2013 | Q3 2013 | 2 |
Rossmore Private Capital | 2 | 2 | 0.16% | 0.20% | 0.25% | Q4 2017 | Q1 2018 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 2 |
NVWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
NWAM LLC | 1 | 1 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q1 2021 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.49% | 0.51% | 0.53% | Q2 2022 | Q3 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.24% | 0.41% | 0.57% | Q4 2016 | Q4 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.38% | 0.43% | 0.49% | Q4 2019 | Q1 2020 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.25% | 1.26% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
High Pines Wealth Management, LLC | 2 | 2 | 1.64% | 1.70% | 1.76% | Q4 2020 | Q1 2021 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q4 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Amundi | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
First Financial Bank - Trust Division | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
TrueWealth Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2018 | Q4 2018 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
City State Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 4.20% | 4.20% | 4.20% | Q1 2020 | Q1 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HC Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2016 | Q4 2016 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
WEALTH MANAGEMENT RESOURCES, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2018 | Q4 2018 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2023 | Q2 2023 | 1 |
AXS Investments LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q3 2021 | Q3 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Command Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
CFO4Life Group, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2017 | Q1 2017 | 1 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Minot Wealth Management LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2019 | Q4 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2016 | Q4 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2020 | Q1 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2020 | Q1 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 10.01% | 10.01% | 10.01% | Q2 2020 | Q2 2020 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Sterling Group Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Power Corp of Canada | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Wealth Management LLC | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2020 | Q4 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2019 | Q3 2019 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q3 2016 | Q3 2016 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HNP Capital LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 6.73% | 6.73% | 6.73% | Q3 2022 | Q3 2022 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q2 2022 | Q2 2022 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2016 | Q2 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CXI Advisors | 1 | 1 | 23.10% | 23.10% | 23.10% | Q4 2019 | Q4 2019 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 72.49% | 72.49% | 72.49% | Q2 2017 | Q2 2017 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Divergent Planning, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2022 | Q3 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CERTUITY, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WealthSpring Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.