Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
STALEY CAPITAL ADVISERS INC | 37 | 37 | 0.26% | 1.30% | 3.02% | Q3 2014 | Q3 2023 | 37 |
Private Advisor Group, LLC | 36 | 36 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.04% | 1.62% | 3.94% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.01% | 0.18% | 0.60% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Aspen Investment Management Inc | 36 | 36 | 0.12% | 0.26% | 2.28% | Q4 2014 | Q3 2023 | 36 |
Astor Investment Management LLC | 23 | 6 | 0.01% | 1.58% | 9.47% | Q2 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 36 | 36 | 0.02% | 0.11% | 0.36% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 4 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.01% | 1.26% | 6.98% | Q2 2015 | Q3 2023 | 34 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 34 | 34 | 0.07% | 0.40% | 1.15% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.75% | 2.78% | Q2 2015 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 33 | 33 | 0.02% | 0.08% | 0.13% | Q3 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.01% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 28 | 5 | 0.00% | 0.15% | 0.48% | Q1 2015 | Q2 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.11% | 0.18% | Q3 2015 | Q3 2023 | 32 |
SECURIAN ASSET MANAGEMENT, INC | 32 | 32 | 0.01% | 0.58% | 0.87% | Q4 2015 | Q3 2023 | 32 |
LaFleur & Godfrey LLC | 20 | 12 | 0.04% | 0.12% | 0.30% | Q4 2014 | Q2 2023 | 32 |
LVZ, Inc. | 32 | 32 | 0.08% | 1.71% | 10.83% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.44% | 3.80% | Q3 2015 | Q3 2023 | 32 |
Baird Financial Group, Inc. | 31 | 31 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.30% | Q4 2015 | Q3 2023 | 31 |
Brookstone Capital Management | 31 | 31 | 0.07% | 0.96% | 4.56% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.33% | 0.76% | Q1 2016 | Q3 2023 | 30 |
Haverford Trust Co | 30 | 30 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q1 2022 | 30 |
Advisors Preferred, LLC | 20 | 10 | 0.05% | 0.42% | 1.22% | Q4 2014 | Q2 2022 | 30 |
WEALTHSOURCE PARTNERS, LLC | 30 | 30 | 0.12% | 0.79% | 3.10% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 7 | 0.00% | 0.08% | 0.59% | Q3 2015 | Q3 2023 | 30 |
Advisory Services Network, LLC | 16 | 2 | 0.00% | 0.11% | 0.34% | Q2 2015 | Q1 2023 | 29 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.08% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Buckingham Capital Management, Inc. | 29 | 29 | 0.06% | 3.00% | 5.28% | Q4 2015 | Q4 2022 | 29 |
STIFEL FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Cetera Investment Advisers | 28 | 28 | 0.06% | 0.13% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.04% | 0.21% | 0.43% | Q4 2016 | Q3 2023 | 28 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 1 | 0.07% | 0.49% | 1.54% | Q4 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Main Management LLC | 28 | 28 | 0.04% | 1.64% | 4.56% | Q4 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 28 | 28 | 0.02% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
SPINNAKER TRUST | 28 | 28 | 0.14% | 0.87% | 2.20% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 27 | 1 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 23 | 1 | 0.03% | 0.20% | 0.69% | Q1 2015 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.04% | 0.46% | 1.24% | Q1 2017 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.02% | 0.08% | 0.35% | Q1 2017 | Q3 2023 | 27 |
FDx Advisors, Inc. | 25 | 2 | 0.01% | 0.11% | 2.02% | Q2 2016 | Q1 2023 | 27 |
CNA FINANCIAL CORP | 27 | 27 | 1.04% | 1.62% | 3.00% | Q1 2017 | Q3 2023 | 27 |
WealthPLAN Partners, LLC | 18 | 1 | 0.00% | 0.27% | 0.66% | Q1 2015 | Q4 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 27 |
DAVENPORT & Co LLC | 23 | 3 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q4 2022 | 26 |
Roble, Belko & Company, Inc | 26 | 26 | 0.01% | 2.71% | 4.66% | Q2 2017 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 21 | 5 | 0.00% | 0.06% | 0.30% | Q4 2014 | Q3 2021 | 26 |
BEACON FINANCIAL GROUP | 26 | 26 | 0.18% | 1.07% | 2.41% | Q2 2017 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 26 | 26 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2021 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.01% | 0.32% | 0.93% | Q2 2017 | Q3 2023 | 26 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.09% | 0.16% | 0.34% | Q3 2015 | Q3 2022 | 26 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
EP Wealth Advisors, LLC | 9 | 1 | 0.00% | 2.78% | 12.28% | Q1 2016 | Q3 2023 | 25 |
Gs Investments, Inc. | 25 | 25 | 0.28% | 0.91% | 1.90% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.59% | 2.00% | Q3 2017 | Q3 2023 | 25 |
Windsor Capital Management, LLC | 24 | 24 | 0.16% | 0.53% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.05% | 0.20% | 0.45% | Q4 2017 | Q3 2023 | 24 |
YorkBridge Wealth Partners, LLC | 24 | 24 | 0.00% | 0.86% | 2.28% | Q1 2017 | Q4 2022 | 24 |
BANK OF MONTREAL /CAN/ | 22 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Bramshill Investments, LLC | 17 | 1 | 0.04% | 4.92% | 14.59% | Q2 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.25% | 0.64% | 2.16% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.21% | Q4 2017 | Q3 2023 | 24 |
MERIDIAN MANAGEMENT CO | 24 | 24 | 0.12% | 0.24% | 0.54% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Montecito Bank & Trust | 24 | 24 | 0.63% | 1.91% | 3.96% | Q1 2018 | Q4 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Fortis Advisors, LLC | 23 | 23 | 0.21% | 0.59% | 1.26% | Q1 2018 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 17 | 6 | 0.01% | 0.11% | 0.43% | Q4 2017 | Q3 2023 | 23 |
GHP Investment Advisors, Inc. | 20 | 3 | 0.01% | 2.38% | 4.05% | Q1 2015 | Q3 2022 | 23 |
RFG Advisory, LLC | 17 | 1 | 0.01% | 0.36% | 1.09% | Q2 2015 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.02% | 1.01% | 3.96% | Q4 2016 | Q2 2022 | 23 |
FIRST TRUST ADVISORS LP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Windsor Wealth Management, Inc. | 23 | 23 | 0.61% | 1.35% | 2.35% | Q1 2018 | Q3 2023 | 23 |
W.G. Shaheen & Associates DBA Whitney & Co | 22 | 22 | 0.05% | 1.30% | 3.95% | Q2 2018 | Q3 2023 | 22 |
PINNACLE ASSOCIATES LTD | 19 | 3 | 0.00% | 0.14% | 0.31% | Q2 2017 | Q3 2023 | 22 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Gerber Kawasaki Wealth & Investment Management | 21 | 1 | 0.03% | 0.27% | 0.74% | Q1 2018 | Q3 2023 | 22 |
Ifrah Financial Services, Inc. | 22 | 22 | 1.15% | 1.92% | 2.89% | Q2 2018 | Q3 2023 | 22 |
Sage Advisory Services, Ltd.Co. | 15 | 7 | 0.44% | 1.72% | 3.59% | Q3 2017 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.15% | Q4 2014 | Q3 2023 | 22 |
FINANCIAL LIFE ADVISORS | 22 | 22 | 0.54% | 3.28% | 4.40% | Q4 2017 | Q1 2023 | 22 |
VICUS CAPITAL | 22 | 22 | 0.04% | 0.12% | 0.21% | Q1 2017 | Q2 2022 | 22 |
Sand Hill Global Advisors, LLC | 19 | 3 | 0.06% | 0.68% | 1.48% | Q2 2017 | Q4 2022 | 22 |
Formidable Asset Management, LLC | 22 | 22 | 0.05% | 0.47% | 1.92% | Q2 2018 | Q3 2023 | 22 |
HANCOCK WHITNEY CORP | 11 | 2 | 0.01% | 0.09% | 0.24% | Q3 2015 | Q2 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.15% | 0.36% | 1.04% | Q3 2018 | Q3 2023 | 21 |
Kovack Advisors, Inc. | 21 | 21 | 0.08% | 0.33% | 0.75% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.15% | 0.64% | Q3 2018 | Q3 2023 | 21 |
Smithfield Trust Co | 21 | 21 | 0.31% | 2.43% | 7.20% | Q3 2018 | Q3 2023 | 21 |
USCA RIA LLC | 21 | 21 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2021 | 21 |
Venturi Wealth Management, LLC | 15 | 3 | 0.01% | 0.24% | 1.50% | Q1 2016 | Q3 2023 | 21 |
First Allied Advisory Services, Inc. | 21 | 21 | 0.02% | 0.13% | 0.38% | Q3 2015 | Q3 2020 | 21 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.09% | 1.66% | 11.55% | Q3 2018 | Q3 2023 | 21 |
Ullmann Wealth Partners Group, LLC | 21 | 21 | 0.16% | 0.77% | 1.98% | Q4 2016 | Q4 2021 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
Betterment LLC | 21 | 21 | 0.01% | 0.33% | 1.13% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.09% | 0.32% | Q4 2014 | Q4 2019 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.22% | 1.15% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 1.04% | 6.68% | Q3 2018 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 21 | 21 | 0.26% | 4.98% | 16.75% | Q3 2015 | Q3 2020 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
UBP Investment Advisors SA | 20 | 20 | 0.35% | 4.48% | 5.50% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.04% | 0.14% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.14% | 0.32% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.06% | 0.14% | 0.28% | Q3 2018 | Q3 2023 | 20 |
SOL Capital Management CO | 19 | 1 | 0.08% | 0.26% | 0.73% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.24% | 0.47% | Q4 2017 | Q3 2022 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Day & Ennis, LLC | 20 | 20 | 0.07% | 1.02% | 2.24% | Q1 2017 | Q4 2021 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.14% | 0.26% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Concorde Asset Management, LLC | 17 | 1 | 0.14% | 1.56% | 3.45% | Q1 2016 | Q4 2021 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.29% | 1.78% | 3.48% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Larson Financial Group LLC | 14 | 5 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 14 | 5 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q1 2023 | 19 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.20% | 0.66% | Q2 2017 | Q1 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Pflug Koory, LLC | 19 | 19 | 0.07% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 19 |
PFG Advisors | 16 | 3 | 0.03% | 0.86% | 1.46% | Q4 2017 | Q3 2023 | 19 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 19 | 0.20% | 0.69% | 1.20% | Q1 2019 | Q3 2023 | 19 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 19 | 0.12% | 1.04% | 2.81% | Q4 2018 | Q2 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.04% | 0.25% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Winch Advisory Services, LLC | 18 | 1 | 0.00% | 1.40% | 8.62% | Q4 2018 | Q3 2023 | 19 |
Integrated Wealth Concepts LLC | 18 | 1 | 0.00% | 0.20% | 0.51% | Q4 2017 | Q2 2023 | 19 |
Wealthcare Advisory Partners LLC | 8 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.03% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Somerset Group LLC | 17 | 1 | 0.22% | 0.31% | 0.42% | Q1 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 18 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 12 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 18 |
Madrona Financial Services, LLC | 18 | 18 | 0.12% | 0.21% | 0.33% | Q2 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 17 | 1 | 0.01% | 0.07% | 0.17% | Q4 2018 | Q2 2023 | 18 |
WealthTrust Fairport, LLC | 18 | 18 | 0.05% | 0.18% | 0.40% | Q4 2014 | Q1 2019 | 18 |
One Capital Management, LLC | 13 | 5 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 18 |
Patten Group, Inc. | 18 | 18 | 0.14% | 0.30% | 0.55% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.10% | 0.24% | Q4 2017 | Q1 2022 | 18 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.40% | 1.28% | Q4 2018 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.04% | 0.53% | Q3 2016 | Q1 2023 | 18 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 17 | 17 | 1.78% | 22.32% | 48.06% | Q1 2018 | Q1 2022 | 17 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.06% | 0.10% | 0.25% | Q1 2019 | Q3 2023 | 17 |
SeaBridge Investment Advisors LLC | 17 | 17 | 0.38% | 0.52% | 0.68% | Q2 2018 | Q2 2022 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 1.58% | 2.02% | 3.41% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
Shepherd Financial Partners LLC | 8 | 3 | 0.04% | 0.18% | 0.41% | Q2 2017 | Q4 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 10 | 7 | 0.00% | 0.09% | 0.25% | Q1 2019 | Q3 2023 | 17 |
Burt Wealth Advisors | 17 | 17 | 0.03% | 0.17% | 1.24% | Q1 2016 | Q1 2020 | 17 |
Providence First Trust Co | 17 | 17 | 0.14% | 0.30% | 0.62% | Q3 2019 | Q3 2023 | 17 |
Clearwater Capital Advisors, LLC | 17 | 17 | 2.70% | 6.56% | 8.48% | Q3 2019 | Q3 2023 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.00% | 0.53% | 1.26% | Q3 2019 | Q3 2023 | 17 |
FOSTER & MOTLEY INC | 17 | 17 | 0.02% | 0.09% | 0.15% | Q2 2018 | Q2 2022 | 17 |
Covington Capital Management | 17 | 17 | 0.05% | 0.17% | 0.36% | Q3 2018 | Q3 2022 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.90% | 4.54% | Q3 2019 | Q3 2023 | 17 |
KWMG, LLC | 17 | 17 | 1.17% | 1.49% | 1.91% | Q3 2019 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 10 | 2 | 0.02% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 17 |
G&S Capital LLC | 9 | 2 | 0.11% | 1.18% | 4.03% | Q4 2017 | Q4 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Flaharty Asset Management, LLC | 16 | 16 | 0.04% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
ACG Wealth | 16 | 16 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2022 | 16 |
COURIER CAPITAL LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 0.42% | 1.72% | 2.81% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Hugh Johnson Advisors LLC | 12 | 4 | 0.14% | 0.62% | 1.51% | Q4 2013 | Q2 2019 | 16 |
Values First Advisors, Inc. | 16 | 16 | 1.42% | 2.71% | 3.76% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.07% | 0.23% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Bernardo Wealth Planning LLC | 16 | 16 | 0.13% | 1.62% | 5.02% | Q4 2018 | Q3 2022 | 16 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 13 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
Sage Capital Advisors,llc | 16 | 16 | 1.27% | 1.78% | 2.94% | Q4 2019 | Q3 2023 | 16 |
Elmwood Wealth Management, Inc. | 11 | 1 | 0.10% | 0.30% | 1.60% | Q1 2018 | Q2 2023 | 16 |
Columbia Trust Co 01012016 | 12 | 3 | 3.50% | 9.23% | 13.98% | Q4 2019 | Q3 2023 | 15 |
Crabel Capital Management, LLC | 7 | 4 | 0.34% | 1.20% | 5.85% | Q4 2017 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 8 | 7 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q4 2021 | 15 |
Ausdal Financial Partners, Inc. | 13 | 2 | 0.03% | 0.82% | 2.59% | Q4 2015 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.08% | 0.36% | 0.96% | Q2 2016 | Q4 2019 | 15 |
ROPES WEALTH ADVISORS LLC | 14 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
MA Private Wealth | 14 | 1 | 0.07% | 3.11% | 7.37% | Q4 2018 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.11% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Canal Insurance CO | 15 | 15 | 1.34% | 1.64% | 2.09% | Q1 2020 | Q3 2023 | 15 |
Friedenthal Financial | 13 | 1 | 0.23% | 2.58% | 5.83% | Q4 2016 | Q1 2023 | 15 |
Icon Wealth Partners, LLC | 15 | 15 | 0.02% | 0.79% | 3.10% | Q4 2017 | Q2 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.58% | 4.06% | 5.85% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.03% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.08% | 0.71% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 15 | 15 | 0.04% | 0.15% | 0.31% | Q1 2017 | Q3 2020 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
JACOBSON & SCHMITT ADVISORS, LLC | 15 | 15 | 0.42% | 0.82% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Western Wealth Management, LLC | 11 | 4 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 15 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.85% | 8.12% | Q4 2016 | Q3 2023 | 15 |
Kore Private Wealth LLC | 15 | 15 | 3.07% | 4.91% | 7.67% | Q1 2019 | Q3 2022 | 15 |
55I, LLC | 14 | 14 | 0.01% | 0.34% | 1.09% | Q4 2018 | Q1 2022 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.13% | 0.69% | Q2 2017 | Q3 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.02% | 0.07% | 0.22% | Q1 2020 | Q3 2023 | 14 |
NOTTINGHAM ADVISORS, INC. | 14 | 14 | 0.03% | 0.07% | 0.18% | Q1 2015 | Q2 2018 | 14 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 14 |
WHITE PINE CAPITAL LLC | 14 | 14 | 0.11% | 1.16% | 2.37% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.04% | 0.80% | 2.12% | Q1 2017 | Q2 2020 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.18% | 0.30% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 11 | 1 | 0.01% | 0.23% | 0.62% | Q1 2016 | Q3 2021 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.12% | 0.31% | 0.58% | Q2 2020 | Q3 2023 | 14 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.67% | 2.75% | 6.14% | Q2 2020 | Q3 2023 | 14 |
Edge Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q4 2021 | 14 |
Trek Financial, LLC | 8 | 6 | 0.04% | 0.18% | 0.42% | Q4 2018 | Q3 2023 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 14 | 0.61% | 1.51% | 2.14% | Q3 2016 | Q4 2019 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 14 |
Affiance Financial, LLC | 14 | 14 | 0.11% | 0.39% | 0.84% | Q2 2018 | Q3 2021 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.11% | 0.27% | Q2 2018 | Q3 2021 | 14 |
HOWARD WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.79% | 1.18% | Q4 2019 | Q4 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q4 2020 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Tidal Investments LLC | 13 | 13 | 0.01% | 0.30% | 1.02% | Q1 2019 | Q1 2022 | 13 |
Wealth Alliance | 13 | 13 | 0.05% | 0.10% | 0.19% | Q1 2020 | Q1 2023 | 13 |
Lido Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Van Hulzen Asset Management, LLC | 9 | 4 | 0.04% | 0.46% | 0.79% | Q1 2019 | Q4 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 13 | 13 | 0.00% | 0.41% | 1.11% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Firestone Capital Management | 13 | 13 | 0.11% | 0.25% | 0.54% | Q4 2019 | Q4 2022 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.04% | 0.47% | 2.83% | Q4 2018 | Q4 2021 | 13 |
Donoghue Forlines LLC | 13 | 13 | 0.49% | 5.99% | 15.06% | Q4 2017 | Q4 2020 | 13 |
M&T BANK CORP | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2021 | 13 |
BB&T SECURITIES, LLC | 11 | 2 | 0.01% | 0.10% | 0.30% | Q1 2016 | Q3 2019 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.08% | 0.37% | 0.84% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q1 2021 | 13 |
American Institute for Advanced Investment Management, LLP | 13 | 13 | 0.42% | 1.25% | 1.85% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 13 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.23% | 1.21% | 4.80% | Q4 2019 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 5 | 0.02% | 0.18% | 0.42% | Q4 2016 | Q2 2020 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 0.20% | 0.34% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Personal Wealth Partners | 12 | 12 | 0.18% | 0.50% | 0.75% | Q2 2019 | Q1 2022 | 12 |
Castle Rock Wealth Management, LLC | 11 | 1 | 0.17% | 0.40% | 0.74% | Q2 2019 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.54% | 0.77% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Stewardship Financial Advisors, LLC | 12 | 12 | 2.97% | 4.21% | 6.99% | Q2 2018 | Q1 2021 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.14% | 0.21% | 0.54% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.04% | 0.73% | 1.41% | Q4 2018 | Q3 2021 | 12 |
Tranquility Partners, LLC | 10 | 2 | 0.22% | 0.45% | 0.77% | Q2 2019 | Q3 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q1 2021 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.27% | 2.17% | 8.16% | Q4 2020 | Q3 2023 | 12 |
Watchman Group, Inc. | 12 | 12 | 0.13% | 1.13% | 2.40% | Q4 2019 | Q3 2022 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.00% | 2.19% | 4.34% | Q2 2017 | Q1 2020 | 12 |
Syverson Strege & Co | 12 | 12 | 1.15% | 3.21% | 8.11% | Q4 2020 | Q3 2023 | 12 |
Lenox Wealth Management, Inc. | 7 | 5 | 0.01% | 0.05% | 0.31% | Q2 2017 | Q2 2020 | 12 |
Inscription Capital, LLC | 9 | 3 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.09% | 0.28% | 1.12% | Q1 2020 | Q4 2022 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.51% | 0.69% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
CAPE COD FIVE CENTS SAVINGS BANK | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q3 2017 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.02% | 3.73% | 6.56% | Q1 2020 | Q4 2022 | 12 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.08% | 2.77% | 4.02% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q3 2017 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.83% | 1.84% | Q4 2018 | Q3 2021 | 12 |
Graypoint LLC | 12 | 12 | 0.03% | 0.12% | 0.27% | Q1 2020 | Q4 2022 | 12 |
Physician Wealth Advisors, Inc. | 11 | 11 | 0.05% | 0.50% | 1.82% | Q3 2019 | Q1 2022 | 11 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.05% | 0.28% | Q2 2019 | Q4 2021 | 11 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q2 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2020 | 11 |
VisionPoint Advisory Group, LLC | 11 | 11 | 0.36% | 5.67% | 17.74% | Q4 2018 | Q2 2021 | 11 |
New England Investment & Retirement Group, Inc. | 11 | 11 | 0.15% | 0.24% | 0.30% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
SteelPeak Wealth, LLC | 7 | 4 | 0.02% | 0.48% | 1.67% | Q4 2019 | Q4 2022 | 11 |
Cypress Wealth Services, LLC | 10 | 1 | 0.07% | 0.37% | 0.67% | Q1 2019 | Q4 2021 | 11 |
Northwest Capital Management Inc | 7 | 2 | 0.00% | 0.40% | 0.79% | Q4 2017 | Q3 2023 | 11 |
Matthew Goff Investment Advisor, LLC | 11 | 11 | 0.08% | 3.25% | 5.68% | Q1 2019 | Q3 2021 | 11 |
Aveo Capital Partners, LLC | 11 | 11 | 0.07% | 0.38% | 1.53% | Q2 2019 | Q4 2021 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.09% | 0.30% | 0.57% | Q1 2021 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q2 2022 | 11 |
Meridian Wealth Management, LLC | 11 | 11 | 0.03% | 0.33% | 1.12% | Q1 2021 | Q3 2023 | 11 |
NTV ASSET MANAGEMENT LLC | 11 | 11 | 0.09% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 9 | 2 | 0.03% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 11 |
CFO4Life Group, LLC | 9 | 1 | 0.05% | 0.71% | 4.08% | Q3 2018 | Q4 2021 | 11 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.04% | 0.69% | 3.48% | Q1 2020 | Q3 2023 | 11 |
Sharkey, Howes & Javer | 11 | 11 | 0.00% | 1.12% | 3.09% | Q1 2018 | Q3 2020 | 11 |
Bellwether Advisors, LLC | 11 | 11 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Aptus Capital Advisors, LLC | 6 | 1 | 0.00% | 0.07% | 0.39% | Q1 2019 | Q3 2023 | 11 |
StoneX Group Inc. | 7 | 1 | 0.05% | 0.16% | 0.30% | Q2 2017 | Q4 2020 | 11 |
Acorn Wealth Advisors, LLC | 11 | 11 | 0.23% | 0.27% | 0.34% | Q1 2018 | Q3 2020 | 11 |
Rollins Financial | 8 | 3 | 0.06% | 0.24% | 0.93% | Q4 2020 | Q3 2023 | 11 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.23% | 0.54% | 1.74% | Q1 2019 | Q3 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
WealthShield Partners, LLC | 8 | 1 | 0.00% | 0.37% | 0.76% | Q4 2018 | Q1 2023 | 11 |
Retirement Group, LLC | 10 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2022 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.04% | 0.36% | 0.89% | Q4 2020 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.26% | 0.94% | Q4 2020 | Q2 2023 | 11 |
Live Oak Private Wealth LLC | 11 | 11 | 0.15% | 0.52% | 1.06% | Q1 2021 | Q3 2023 | 11 |
United Asset Strategies, Inc. | 10 | 1 | 0.05% | 0.09% | 0.12% | Q1 2018 | Q4 2020 | 11 |
Avior Wealth Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 1.66% | 2.25% | 2.82% | Q1 2021 | Q3 2023 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 5 | 0.05% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 10 | 10 | 0.10% | 0.47% | 0.84% | Q1 2021 | Q2 2023 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.07% | 0.16% | 0.27% | Q3 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Requisite Capital Management, LLC | 8 | 2 | 0.07% | 3.09% | 9.77% | Q4 2018 | Q2 2021 | 10 |
WINTRUST INVESTMENTS LLC | 10 | 10 | 0.06% | 0.14% | 0.26% | Q4 2018 | Q1 2021 | 10 |
Next Capital Management LLC | 10 | 10 | 0.17% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 1.86% | 3.10% | 4.31% | Q1 2021 | Q2 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.02% | 0.17% | 1.38% | Q1 2021 | Q2 2023 | 10 |
Atlantic Union Bankshares Corp | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Old North State Trust, LLC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2023 | 10 |
Financial Gravity Asset Management, Inc. | 6 | 4 | 0.00% | 0.72% | 2.22% | Q2 2019 | Q1 2022 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.36% | 5.19% | 12.62% | Q4 2020 | Q3 2023 | 10 |
CABOT WEALTH MANAGEMENT INC | 10 | 10 | 0.05% | 0.11% | 0.16% | Q4 2014 | Q1 2017 | 10 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.08% | 0.41% | Q3 2017 | Q1 2020 | 10 |
NORRIS PERNE & FRENCH LLP/MI | 10 | 10 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q2 2017 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.08% | 1.62% | 14.17% | Q4 2014 | Q1 2017 | 10 |
Vista Private Wealth Partners. LLC | 10 | 10 | 3.53% | 4.05% | 5.15% | Q1 2020 | Q2 2022 | 10 |
Equitable Holdings, Inc. | 9 | 1 | 0.01% | 0.19% | 0.55% | Q4 2019 | Q3 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Strategic Investment Advisors / MI | 10 | 10 | 0.13% | 1.20% | 2.14% | Q4 2018 | Q1 2021 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.02% | 0.06% | 0.07% | Q2 2018 | Q3 2020 | 10 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
CFS Investment Advisory Services, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 1 | 0.19% | 0.79% | 1.40% | Q4 2016 | Q1 2020 | 9 |
CIDEL ASSET MANAGEMENT INC | 6 | 3 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q1 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
V Wealth Advisors LLC | 7 | 2 | 0.05% | 0.11% | 0.30% | Q1 2020 | Q2 2022 | 9 |
MEITAV INVESTMENT HOUSE LTD | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Insight Wealth Strategies, LLC | 9 | 9 | 0.09% | 1.31% | 3.95% | Q4 2018 | Q4 2020 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.36% | 0.61% | 0.90% | Q3 2021 | Q3 2023 | 9 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 4 | 0.49% | 1.11% | 2.56% | Q3 2017 | Q3 2020 | 9 |
CORRADO ADVISORS, LLC | 9 | 9 | 1.32% | 1.91% | 2.45% | Q1 2020 | Q1 2022 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 3 | 0.06% | 0.13% | 0.36% | Q4 2017 | Q1 2020 | 9 |
WASHINGTON TRUST BANK | 8 | 1 | 0.01% | 0.31% | 1.48% | Q4 2018 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.12% | 0.27% | Q4 2019 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q4 2020 | 9 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.50% | 1.17% | 2.01% | Q4 2021 | Q4 2023 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.10% | 0.73% | 1.63% | Q4 2017 | Q4 2019 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.09% | 0.13% | 0.21% | Q4 2014 | Q4 2016 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Asset Planning Services, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
Ahrens Investment Partners LLC | 8 | 1 | 0.01% | 0.38% | 1.16% | Q3 2020 | Q1 2023 | 9 |
Cooper Financial Group | 9 | 9 | 0.07% | 4.59% | 12.11% | Q4 2018 | Q4 2020 | 9 |
OmniStar Financial Group, Inc. | 9 | 9 | 0.17% | 0.34% | 0.58% | Q1 2018 | Q1 2020 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.09% | 1.93% | 3.15% | Q4 2019 | Q4 2021 | 9 |
Keystone Financial Group | 9 | 9 | 1.03% | 1.37% | 2.06% | Q4 2017 | Q4 2019 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.08% | 0.10% | 0.16% | Q1 2019 | Q1 2021 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.11% | 0.21% | 0.35% | Q1 2021 | Q1 2023 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q4 2016 | 9 |
Summit X, LLC | 9 | 9 | 0.08% | 0.20% | 0.35% | Q3 2018 | Q3 2020 | 9 |
Independent Family Office, LLC | 9 | 9 | 0.25% | 0.32% | 0.40% | Q1 2021 | Q1 2023 | 9 |
Foster Victor Wealth Advisors, LLC | 9 | 9 | 0.27% | 0.34% | 0.51% | Q3 2020 | Q3 2022 | 9 |
GeoWealth Management, LLC | 5 | 1 | 0.00% | 1.42% | 5.79% | Q4 2019 | Q3 2023 | 9 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q1 2018 | Q4 2019 | 8 |
Heritage Wealth Advisors | 8 | 8 | 1.07% | 1.87% | 3.00% | Q1 2018 | Q4 2019 | 8 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.04% | 0.96% | 3.34% | Q4 2017 | Q4 2019 | 8 |
SII INVESTMENTS INC/WI | 6 | 2 | 0.02% | 0.10% | 0.38% | Q3 2015 | Q4 2017 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 4.63% | 5.91% | 7.26% | Q4 2018 | Q3 2020 | 8 |
First Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
RDA Financial Network | 8 | 8 | 0.12% | 0.85% | 2.47% | Q2 2019 | Q1 2021 | 8 |
Darrow Company, Inc. | 8 | 8 | 0.50% | 0.83% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 1 | 0.05% | 0.33% | 1.33% | Q1 2017 | Q1 2019 | 8 |
Vishria Bird Financial Group, LLC | 8 | 8 | 0.20% | 1.70% | 3.55% | Q1 2019 | Q4 2020 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.45% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 2 | 0.12% | 0.22% | 0.34% | Q1 2020 | Q1 2022 | 8 |
NORTHWEST WEALTH MANAGEMENT, LLC | 7 | 1 | 0.08% | 0.20% | 0.29% | Q3 2020 | Q1 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.40% | 0.75% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Manning & Napier Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 8 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 0.34% | 0.36% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 7 | 1 | 0.00% | 0.13% | 0.27% | Q2 2019 | Q3 2021 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 1 | 0.01% | 0.49% | 0.62% | Q3 2015 | Q4 2022 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.54% | 0.77% | 1.01% | Q3 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 1.88% | 2.60% | 3.60% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.00% | 0.11% | 0.49% | Q4 2019 | Q3 2022 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.26% | 0.43% | 0.67% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 7 | 1 | 0.02% | 1.60% | 6.66% | Q4 2014 | Q4 2016 | 8 |
RiverFront Investment Group, LLC | 4 | 4 | 0.01% | 0.61% | 1.52% | Q1 2019 | Q2 2021 | 8 |
CLIENT 1ST ADVISORY GROUP, LLC | 8 | 8 | 0.10% | 1.98% | 5.64% | Q4 2019 | Q3 2021 | 8 |
Cornerstone Management, Inc. | 3 | 2 | 1.36% | 1.97% | 2.64% | Q2 2020 | Q3 2022 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.49% | 0.84% | 1.85% | Q1 2017 | Q4 2018 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.07% | 0.36% | 1.05% | Q1 2017 | Q4 2018 | 8 |
First Personal Financial Services | 6 | 1 | 0.00% | 0.15% | 0.23% | Q4 2015 | Q2 2019 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.33% | 0.60% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Jackson Financial Management | 7 | 7 | 0.32% | 5.08% | 13.19% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ALTERNA WEALTH MANAGEMENT, INC | 7 | 7 | 0.40% | 0.86% | 1.28% | Q1 2019 | Q3 2020 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.22% | 1.22% | 2.24% | Q1 2019 | Q3 2020 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q2 2023 | 7 |
Copperleaf Capital, LLC | 7 | 7 | 0.21% | 5.24% | 8.57% | Q4 2019 | Q2 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 0.68% | 4.71% | 6.21% | Q4 2020 | Q2 2022 | 7 |
Successful Portfolios LLC | 7 | 7 | 0.12% | 0.25% | 0.49% | Q1 2020 | Q3 2021 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.10% | 1.04% | 1.93% | Q1 2019 | Q3 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.33% | 0.44% | 0.56% | Q1 2021 | Q4 2022 | 7 |
Peak Asset Management, LLC | 6 | 1 | 0.12% | 0.16% | 0.30% | Q1 2015 | Q4 2019 | 7 |
Jackson Wealth Management, LLC | 7 | 7 | 0.24% | 0.70% | 1.19% | Q2 2018 | Q4 2019 | 7 |
TCG Advisors, LP | 7 | 7 | 1.64% | 2.96% | 4.05% | Q4 2018 | Q2 2020 | 7 |
Spectrum Asset Management, Inc. (NB/CA) | 7 | 7 | 0.34% | 0.65% | 0.87% | Q3 2020 | Q1 2022 | 7 |
Stillwater Capital Advisors, LLC | 7 | 7 | 1.61% | 2.41% | 3.39% | Q1 2022 | Q3 2023 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.10% | 0.30% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.06% | 1.67% | 3.63% | Q4 2018 | Q2 2020 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.22% | 0.34% | 0.62% | Q4 2019 | Q2 2021 | 7 |
Outlook Wealth Advisors, LLC | 4 | 3 | 0.08% | 2.04% | 4.36% | Q1 2020 | Q3 2023 | 7 |
Share Andrew L. | 7 | 7 | 0.09% | 0.25% | 0.35% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.17% | 1.72% | 3.24% | Q1 2020 | Q3 2021 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2018 | Q1 2020 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.04% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Wealth Advisors of Tampa Bay, LLC | 6 | 1 | 0.05% | 0.16% | 0.19% | Q4 2017 | Q4 2021 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.02% | 0.04% | 0.19% | Q4 2017 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
UNIO CAPITAL LLC | 7 | 7 | 0.18% | 0.55% | 1.78% | Q2 2019 | Q4 2020 | 7 |
IPG Investment Advisors LLC | 7 | 7 | 0.07% | 0.14% | 0.22% | Q2 2018 | Q4 2019 | 7 |
GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
1900 WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Conservest Capital Advisors, Inc. | 7 | 7 | 3.19% | 4.25% | 6.39% | Q2 2018 | Q4 2019 | 7 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.10% | 0.26% | 0.37% | Q4 2016 | Q1 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.22% | 0.64% | 0.89% | Q1 2019 | Q3 2020 | 7 |
Homrich & Berg | 6 | 1 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2021 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.01% | 0.75% | 1.30% | Q2 2018 | Q4 2019 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.47% | 0.73% | Q4 2021 | Q3 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Canal Capital Management, LLC | 4 | 2 | 0.14% | 0.35% | 0.84% | Q1 2018 | Q3 2019 | 6 |
3EDGE Asset Management, LP | 6 | 6 | 5.98% | 10.61% | 16.70% | Q4 2016 | Q1 2018 | 6 |
Relative Value Partners Group, LLC | 6 | 6 | 0.06% | 1.06% | 1.90% | Q2 2021 | Q3 2022 | 6 |
B, B, H, & B INC. | 6 | 6 | 6.94% | 8.88% | 12.82% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.17% | 0.26% | 0.32% | Q2 2020 | Q3 2021 | 6 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.19% | 0.64% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.73% | 1.27% | 2.01% | Q4 2020 | Q1 2022 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.01% | 0.24% | 1.27% | Q4 2018 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.35% | 1.71% | 2.10% | Q2 2022 | Q3 2023 | 6 |
Riverview Trust Co | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.18% | 0.28% | 0.41% | Q4 2020 | Q1 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.06% | 0.47% | 0.96% | Q2 2022 | Q3 2023 | 6 |
TriaGen Wealth Management LLC | 4 | 2 | 0.11% | 0.22% | 0.40% | Q4 2020 | Q4 2022 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2017 | 6 |
Sarasin & Partners LLP | 6 | 6 | 0.06% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
Pineno Levin & Ford Asset Management, Inc. | 6 | 6 | 0.18% | 0.20% | 0.23% | Q3 2020 | Q4 2021 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 6 |
AVITY INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.15% | 0.20% | 0.34% | Q4 2020 | Q1 2022 | 6 |
VANCE WEALTH, INC. | 4 | 2 | 0.11% | 0.29% | 0.50% | Q4 2021 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.00% | 0.14% | 0.47% | Q2 2022 | Q3 2023 | 6 |
FURE FINANCIAL CORP | 6 | 6 | 0.01% | 2.36% | 7.92% | Q4 2019 | Q1 2021 | 6 |
Horst & Graben Wealth Management LLC | 6 | 6 | 0.06% | 0.35% | 1.64% | Q1 2020 | Q2 2021 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.42% | 0.48% | 0.53% | Q1 2022 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.05% | 0.23% | 0.62% | Q2 2019 | Q3 2020 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
CORDA Investment Management, LLC. | 6 | 6 | 0.24% | 0.66% | 1.12% | Q3 2018 | Q4 2019 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.23% | 0.61% | Q3 2015 | Q1 2018 | 6 |
TAP Consulting, LLC | 6 | 6 | 9.35% | 17.37% | 27.17% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q2 2017 | 6 |
Lebenthal Global Advisors, LLC | 4 | 2 | 0.12% | 0.24% | 0.36% | Q4 2020 | Q3 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.30% | 0.42% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Goodwin Investment Advisory | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
JT Stratford LLC | 6 | 6 | 0.17% | 0.30% | 0.39% | Q1 2021 | Q2 2022 | 6 |
Laurel Wealth Advisors LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.05% | 1.00% | 2.76% | Q4 2019 | Q3 2021 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.11% | 0.37% | 0.72% | Q4 2019 | Q1 2021 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q1 2021 | 6 |
High Falls Advisors, Inc | 5 | 1 | 0.09% | 0.11% | 0.13% | Q2 2019 | Q4 2020 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.02% | 0.33% | 0.86% | Q2 2016 | Q3 2017 | 6 |
Beirne Wealth Consulting Services, LLC | 6 | 6 | 0.20% | 0.30% | 0.39% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q1 2020 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.04% | 0.10% | 0.19% | Q3 2019 | Q4 2020 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.02% | 0.02% | 0.06% | Q1 2020 | Q4 2022 | 6 |
WJ Wealth Management, LLC | 4 | 1 | 0.14% | 0.52% | 0.84% | Q4 2019 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 2.09% | 2.32% | 2.55% | Q3 2021 | Q3 2022 | 5 |
Stone House Investment Management, LLC | 5 | 5 | 0.27% | 0.58% | 0.85% | Q3 2018 | Q3 2019 | 5 |
MANNING & NAPIER ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 5 |
Hayden Royal, LLC | 4 | 1 | 0.12% | 0.19% | 0.27% | Q4 2018 | Q1 2020 | 5 |
Ruggie Capital Group | 4 | 1 | 0.16% | 1.08% | 2.56% | Q2 2018 | Q3 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2022 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.06% | 0.42% | 1.57% | Q4 2018 | Q4 2019 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.14% | 0.30% | 0.61% | Q4 2016 | Q4 2017 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.02% | 0.11% | 0.19% | Q1 2019 | Q3 2020 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.09% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Robertson Stephens Wealth Management, LLC | 5 | 5 | 0.05% | 0.18% | 0.38% | Q1 2020 | Q1 2021 | 5 |
IFG Advisory, LLC | 3 | 1 | 0.04% | 0.42% | 0.78% | Q4 2017 | Q2 2020 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 1.89% | 1.99% | 2.13% | Q2 2021 | Q2 2022 | 5 |
Arete Wealth Advisors, LLC | 3 | 2 | 0.08% | 1.22% | 2.04% | Q2 2019 | Q3 2023 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.13% | 0.14% | 0.18% | Q2 2019 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q4 2017 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 5 |
Crestone Asset Management LLC | 4 | 1 | 0.31% | 2.66% | 4.01% | Q3 2021 | Q3 2023 | 5 |
Howard Capital Management Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q2 2021 | 5 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 5 | 0.37% | 1.30% | 1.67% | Q3 2022 | Q3 2023 | 5 |
Financial Strategies Group, Inc. | 5 | 5 | 0.17% | 0.24% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
MCIA Inc | 5 | 5 | 0.19% | 3.43% | 6.29% | Q4 2019 | Q4 2020 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 5 |
Beta Wealth Group, Inc. | 5 | 5 | 0.65% | 0.76% | 0.87% | Q4 2020 | Q4 2021 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Advocacy Wealth Management Services, LLC | 5 | 5 | 0.01% | 0.15% | 0.46% | Q1 2019 | Q1 2020 | 5 |
Independent Wealth Network Inc. | 4 | 1 | 0.12% | 0.17% | 0.22% | Q4 2021 | Q1 2023 | 5 |
Enstar Group LTD | 3 | 2 | 10.36% | 19.59% | 26.54% | Q4 2020 | Q1 2022 | 5 |
VANGUARD GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 5 | 5 | 0.61% | 1.47% | 2.33% | Q3 2022 | Q3 2023 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 5 | 5 | 0.09% | 0.27% | 0.42% | Q4 2018 | Q4 2019 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.18% | 0.30% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 5 |
Hanlon Investment Management, Inc. | 5 | 5 | 0.03% | 0.08% | 0.22% | Q1 2019 | Q1 2020 | 5 |
Invst, LLC | 5 | 5 | 0.19% | 0.32% | 0.58% | Q3 2019 | Q3 2020 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.19% | Q2 2020 | Q2 2021 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.00% | 0.21% | 0.58% | Q4 2019 | Q4 2020 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 3.72% | 3.94% | 4.10% | Q3 2022 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 5 | 5 | 0.94% | 2.03% | 2.77% | Q2 2022 | Q2 2023 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 0.85% | 4.66% | 9.53% | Q4 2019 | Q4 2020 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 2 | 0.11% | 0.42% | 0.83% | Q3 2020 | Q1 2022 | 5 |
Deseret Mutual Benefit Administrators | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.00% | 0.24% | 1.12% | Q4 2020 | Q3 2023 | 5 |
Bryn Mawr Capital Management, LLC | 5 | 5 | 0.19% | 0.27% | 0.31% | Q1 2019 | Q1 2020 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 3.16% | 4.06% | 4.37% | Q4 2018 | Q4 2019 | 5 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.15% | 0.46% | 0.72% | Q4 2017 | Q3 2018 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 2.20% | 2.42% | 2.59% | Q1 2022 | Q4 2022 | 4 |
ESG Planning | 4 | 4 | 0.61% | 1.00% | 1.24% | Q1 2022 | Q4 2022 | 4 |
MATTERN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2018 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.15% | 0.24% | 0.30% | Q1 2022 | Q4 2022 | 4 |
361 CAPITAL LLC | 4 | 4 | 0.10% | 0.27% | 0.56% | Q3 2018 | Q2 2019 | 4 |
Pacific Center for Financial Services | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
PLANNING ALTERNATIVES LTD /ADV | 4 | 4 | 1.04% | 3.51% | 10.77% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 4 |
REGATTA CAPITAL GROUP, LLC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 4 | 4 | 0.10% | 0.14% | 0.19% | Q2 2020 | Q1 2021 | 4 |
First Heartland Consultants, Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q3 2019 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q2 2019 | Q1 2020 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.42% | 0.55% | 0.68% | Q1 2019 | Q4 2019 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.19% | 0.26% | 0.39% | Q3 2021 | Q2 2022 | 4 |
Certified Advisory Corp | 4 | 4 | 0.22% | 0.29% | 0.43% | Q2 2019 | Q1 2020 | 4 |
Stratford Consulting, LLC | 4 | 4 | 0.20% | 0.30% | 0.37% | Q4 2018 | Q3 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Golden State Equity Partners | 3 | 1 | 0.08% | 0.13% | 0.17% | Q3 2021 | Q1 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.25% | 0.37% | 0.55% | Q3 2021 | Q2 2022 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.24% | Q3 2017 | Q3 2019 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q3 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.72% | 0.98% | 1.38% | Q2 2019 | Q1 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.11% | 0.16% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.24% | 0.45% | 0.55% | Q1 2022 | Q4 2022 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.07% | 0.14% | 0.25% | Q4 2017 | Q1 2019 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2017 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Ledge Wealth Management, Inc. | 2 | 2 | 0.13% | 0.18% | 0.28% | Q1 2022 | Q1 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.06% | 1.14% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Smart Money Group LLC | 4 | 4 | 0.13% | 0.74% | 1.43% | Q4 2019 | Q3 2020 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2020 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.35% | 0.38% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 0.28% | 0.37% | 0.45% | Q1 2020 | Q4 2020 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.03% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Kiwi Wealth Investments Limited Partnership | 4 | 4 | 0.98% | 1.69% | 3.02% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 0.42% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
PAX Financial Group, LLC | 4 | 4 | 1.17% | 1.77% | 2.84% | Q4 2019 | Q3 2020 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q4 2017 | 4 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q2 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.05% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q3 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CADENCE BANK NA | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Thomasville National Bank | 3 | 3 | 0.40% | 0.43% | 0.47% | Q1 2017 | Q3 2017 | 3 |
TCWP LLC | 3 | 3 | 0.05% | 0.50% | 1.37% | Q4 2021 | Q2 2022 | 3 |
Integer Wealth Advisors Group LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q3 2020 | Q1 2021 | 3 |
Richard P Slaughter Associates Inc | 3 | 3 | 6.63% | 8.81% | 10.56% | Q2 2023 | Q4 2023 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.22% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Ford Financial Group, LLC | 2 | 1 | 0.06% | 0.12% | 0.16% | Q1 2019 | Q2 2021 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 3 |
Veracity Capital LLC | 3 | 3 | 0.14% | 0.18% | 0.25% | Q1 2020 | Q3 2020 | 3 |
Capital Advantage, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Financial Partners Group, Inc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q1 2021 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.33% | 0.44% | 0.60% | Q4 2022 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Trinity Wealth Management, LLC | 3 | 3 | 4.34% | 6.48% | 8.37% | Q4 2019 | Q2 2020 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.01% | 0.17% | 0.50% | Q4 2018 | Q2 2019 | 3 |
Community Bank, N.A. | 3 | 3 | 0.02% | 0.42% | 1.20% | Q4 2014 | Q2 2015 | 3 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 3 |
Balentine LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Westshore Wealth, LLC | 2 | 1 | 0.14% | 1.80% | 5.09% | Q4 2019 | Q4 2021 | 3 |
Tempus Wealth Planning, LLC | 2 | 1 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q3 2022 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.06% | 0.33% | 0.51% | Q1 2019 | Q3 2019 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.03% | 0.09% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.92% | 1.08% | 1.35% | Q4 2021 | Q2 2022 | 3 |
ONE Advisory Partners, LLC | 2 | 1 | 0.24% | 1.12% | 1.58% | Q2 2020 | Q3 2023 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
New Capital Management LP | 2 | 1 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q4 2022 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q3 2019 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q2 2018 | 3 |
CPWM, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
MorganRosel Wealth Management, LLC | 3 | 3 | 0.25% | 0.48% | 0.63% | Q2 2019 | Q4 2019 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.08% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Meridian Financial Partners LLC | 3 | 3 | 0.31% | 0.90% | 1.37% | Q3 2020 | Q1 2021 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.08% | 0.16% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q2 2022 | 3 |
Fountainhead AM, LLC | 3 | 3 | 0.22% | 0.28% | 0.38% | Q4 2020 | Q2 2021 | 3 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.09% | 0.32% | 0.75% | Q4 2018 | Q2 2019 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 0.37% | 0.44% | 0.54% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 3 |
Spectrum Financial Alliance Ltd LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.08% | 0.13% | Q1 2023 | Q3 2023 | 3 |
VALLEY FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Mascoma Wealth Management LLC | 2 | 1 | 0.07% | 1.02% | 2.92% | Q3 2017 | Q4 2018 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Guidance Point Advisors, LLC | 2 | 1 | 0.06% | 0.11% | 0.16% | Q3 2020 | Q3 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.10% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Renaissance Technologies | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
WestHill Financial Advisors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Capital CS Group, LLC | 2 | 2 | 0.39% | 0.40% | 0.42% | Q3 2022 | Q4 2022 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 2.62% | 3.14% | 3.66% | Q2 2019 | Q3 2019 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q1 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
CONNING INC. | 2 | 2 | 0.32% | 0.34% | 0.36% | Q3 2021 | Q4 2021 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.73% | 0.76% | 0.78% | Q2 2023 | Q3 2023 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 2 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.46% | 8.16% | 15.86% | Q4 2015 | Q1 2016 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q2 2021 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q2 2020 | 2 |
CX Institutional | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.07% | 0.31% | 0.56% | Q4 2017 | Q4 2018 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q3 2020 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.47% | 0.77% | 1.08% | Q4 2019 | Q1 2020 | 2 |
CMC Financial Group | 2 | 2 | 0.39% | 0.98% | 1.56% | Q4 2019 | Q1 2020 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.47% | 0.48% | 0.49% | Q3 2021 | Q4 2021 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.18% | 0.33% | Q2 2021 | Q1 2023 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Titan Capital Management, LLC /TX | 2 | 2 | 0.72% | 0.74% | 0.77% | Q4 2018 | Q1 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q2 2020 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
First Citizens Financial Corp | 1 | 1 | 0.71% | 0.72% | 0.73% | Q4 2021 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q1 2022 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 2.14% | 2.58% | 3.03% | Q4 2022 | Q1 2023 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 1.10% | 3.16% | 5.22% | Q4 2019 | Q1 2020 | 2 |
NWAM LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q2 2020 | Q4 2020 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q4 2019 | Q1 2020 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Auour Investments LLC | 2 | 2 | 2.03% | 2.15% | 2.27% | Q2 2023 | Q3 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.11% | 1.13% | 1.14% | Q2 2018 | Q3 2018 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.07% | 0.51% | 0.94% | Q3 2018 | Q4 2018 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.38% | 0.42% | 0.46% | Q2 2023 | Q3 2023 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.52% | 0.66% | 0.81% | Q4 2020 | Q1 2021 | 2 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2017 | Q4 2020 | 2 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.40% | 0.78% | Q4 2018 | Q4 2021 | 2 |
Merit Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2019 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 0.10% | 5.02% | 9.93% | Q3 2022 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2020 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 2.82% | 3.21% | 3.60% | Q4 2019 | Q1 2020 | 2 |
Cordasco Financial Network | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
StrongBox Wealth, LLC | 2 | 2 | 0.23% | 0.73% | 1.24% | Q1 2020 | Q2 2020 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2020 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.52% | 0.52% | 0.53% | Q4 2017 | Q1 2018 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 3.95% | 4.26% | 4.57% | Q4 2018 | Q1 2019 | 2 |
Stellar Capital Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2018 | Q4 2018 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.06% | 0.13% | 0.20% | Q2 2015 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2016 | Q4 2016 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.10% | 0.21% | Q4 2014 | Q4 2017 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Avantax Planning Partners, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.20% | 0.26% | 0.31% | Q4 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.06% | 0.14% | 0.21% | Q4 2019 | Q1 2020 | 2 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q3 2015 | Q4 2015 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.18% | 0.31% | Q4 2018 | Q4 2022 | 2 |
Pettinga Financial Advisors LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2019 | Q3 2019 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Family Management Corp | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q1 2019 | 2 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 22.56% | 22.56% | 22.56% | Q2 2022 | Q2 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2019 | Q4 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 8.06% | 8.06% | 8.06% | Q4 2017 | Q4 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WJ Interests, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q4 2018 | Q4 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
R. W. Roge & Company, Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2019 | Q4 2019 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
COOPER/HAIMS ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 4.55% | 4.55% | 4.55% | Q4 2018 | Q4 2018 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
REDW Wealth LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TL Private Wealth | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2021 | Q3 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cresta Advisors, Ltd. | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2022 | Q3 2022 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 11.30% | 11.30% | 11.30% | Q1 2020 | Q1 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MEMBERS CAPITAL ADVISORS INC | 1 | 1 | 5.12% | 5.12% | 5.12% | Q4 2021 | Q4 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2018 | Q1 2018 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Bay Rivers Group | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2019 | Q4 2019 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2015 | Q3 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q4 2019 | Q4 2019 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2020 | Q2 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 2.83% | 2.83% | 2.83% | Q1 2019 | Q1 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Planning Solutions Group LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2018 | Q4 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2018 | Q4 2018 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2018 | Q4 2018 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 7.38% | 7.38% | 7.38% | Q4 2022 | Q4 2022 | 1 |
Edgemoor Investment Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Cohanzick Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2019 | Q4 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2022 | Q3 2022 | 1 |
Surevest, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HC Advisors, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 5.41% | 5.41% | 5.41% | Q3 2018 | Q3 2018 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2016 | Q2 2016 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Titus Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SHELTON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthquest Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES U S ETF TR or have owned ISHARES U S ETF TR in the past.