Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 51 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.09% | 0.29% | Q1 2014 | Q3 2023 | 41 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
BOK Financial Private Wealth, Inc. | 40 | 40 | 1.80% | 9.18% | 17.79% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 38 | 2 | 0.00% | 0.54% | 1.72% | Q3 2013 | Q3 2023 | 40 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.10% | 0.30% | Q4 2013 | Q3 2023 | 40 |
KCM INVESTMENT ADVISORS LLC | 40 | 40 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.08% | 0.21% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 36 | 3 | 0.07% | 1.22% | 3.75% | Q4 2013 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.08% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 38 | 38 | 0.04% | 2.08% | 6.01% | Q3 2013 | Q4 2022 | 38 |
Capital Advisors, Ltd. LLC | 38 | 38 | 0.06% | 1.21% | 2.44% | Q2 2014 | Q3 2023 | 38 |
D.A. DAVIDSON & CO. | 37 | 37 | 0.00% | 0.53% | 0.67% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.09% | 0.19% | Q4 2014 | Q3 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.01% | 0.06% | 0.26% | Q3 2014 | Q3 2023 | 37 |
FOSTER DYKEMA CABOT & CO INC/MA | 36 | 36 | 0.04% | 2.06% | 4.18% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.05% | 0.15% | 0.45% | Q4 2014 | Q3 2023 | 36 |
Stonehearth Capital Management, LLC | 36 | 36 | 6.44% | 9.69% | 12.79% | Q1 2015 | Q4 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 36 | 0.04% | 0.11% | 0.33% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 2 | 0.00% | 0.39% | 2.06% | Q2 2014 | Q3 2023 | 35 |
ARGI Investment Services, LLC | 35 | 35 | 0.06% | 3.49% | 5.71% | Q2 2014 | Q4 2022 | 35 |
TD Capital Management LLC | 34 | 34 | 0.06% | 3.89% | 6.06% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.11% | 1.60% | 7.46% | Q2 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.01% | 0.12% | 0.32% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.09% | 0.37% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 28 | 5 | 0.00% | 0.13% | 0.78% | Q1 2014 | Q3 2023 | 33 |
Montecito Bank & Trust | 33 | 33 | 0.49% | 1.50% | 4.78% | Q4 2015 | Q4 2023 | 33 |
Well Done, LLC | 32 | 32 | 0.10% | 5.88% | 9.88% | Q4 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.07% | 0.19% | Q4 2014 | Q3 2023 | 32 |
Bank of New York Mellon Corp | 22 | 10 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 32 |
Baker Avenue Asset Management, LP | 32 | 32 | 1.18% | 1.85% | 2.82% | Q4 2015 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 32 | 32 | 0.04% | 0.29% | 0.79% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.18% | 1.07% | Q4 2015 | Q3 2023 | 31 |
CABOT WEALTH MANAGEMENT INC | 31 | 31 | 0.10% | 0.40% | 1.06% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q3 2023 | 31 |
BROWN ADVISORY INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ACG Wealth | 31 | 31 | 0.14% | 0.19% | 0.22% | Q1 2015 | Q3 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.10% | 0.26% | 0.53% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.00% | 0.42% | 1.38% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 30 | 30 | 0.00% | 0.14% | 0.40% | Q2 2016 | Q3 2023 | 31 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.01% | 0.12% | Q1 2020 | Q3 2023 | 31 |
Capital Asset Advisory Services LLC | 18 | 13 | 0.03% | 0.58% | 1.54% | Q4 2015 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Tanglewood Wealth Management, Inc. | 31 | 31 | 2.42% | 6.59% | 13.56% | Q1 2016 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.00% | 0.02% | 0.02% | Q3 2016 | Q4 2023 | 30 |
Venturi Wealth Management, LLC | 27 | 3 | 0.03% | 0.60% | 1.34% | Q1 2016 | Q3 2023 | 30 |
Creative Planning | 22 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 20 | 10 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 30 |
First Financial Bank - Trust Division | 30 | 30 | 0.10% | 1.44% | 2.71% | Q3 2016 | Q4 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Diversified Trust Co | 30 | 30 | 0.02% | 2.00% | 4.73% | Q3 2016 | Q4 2023 | 30 |
Atria Investments, Inc | 27 | 3 | 0.02% | 0.27% | 1.48% | Q1 2016 | Q3 2023 | 30 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 12 | 0.06% | 2.56% | 7.93% | Q1 2016 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 25 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 29 |
FMR LLC | 28 | 1 | 0.00% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 0.56% | 1.20% | 2.21% | Q4 2016 | Q4 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.23% | 0.79% | Q3 2016 | Q3 2023 | 29 |
Financial Enhancement Group LLC | 29 | 29 | 0.13% | 0.21% | 0.79% | Q3 2016 | Q3 2023 | 29 |
WEDBUSH SECURITIES INC | 29 | 29 | 0.03% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 29 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.11% | 0.24% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Avidian Wealth Solutions, LLC | 28 | 28 | 0.27% | 4.59% | 10.53% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.64% | 2.93% | Q4 2016 | Q3 2023 | 28 |
Horizon Investments, LLC | 18 | 10 | 0.22% | 4.09% | 11.13% | Q1 2016 | Q3 2023 | 28 |
Boston Trust Walden Corp | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 28 | 28 | 0.01% | 0.46% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Wharton Business Group, LLC | 27 | 27 | 4.20% | 8.94% | 15.15% | Q1 2017 | Q3 2023 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 27 | 0.07% | 0.59% | 2.21% | Q3 2014 | Q1 2021 | 27 |
NEXT Financial Group, Inc | 22 | 5 | 0.02% | 0.09% | 0.20% | Q3 2014 | Q4 2021 | 27 |
Wall Capital Group, Inc. | 27 | 27 | 0.02% | 1.09% | 2.43% | Q1 2017 | Q3 2023 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 27 | 27 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
GW HENSSLER & ASSOCIATES LTD | 27 | 27 | 0.19% | 0.56% | 1.09% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.33% | 1.02% | Q4 2016 | Q3 2023 | 27 |
Orgel Wealth Management, LLC | 27 | 27 | 0.09% | 1.66% | 4.73% | Q1 2017 | Q3 2023 | 27 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 3 | 0.00% | 0.34% | 1.63% | Q1 2016 | Q4 2022 | 26 |
PITTENGER & ANDERSON INC | 16 | 10 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 26 |
Geneva Partners, LLC | 25 | 1 | 0.24% | 1.83% | 5.05% | Q2 2016 | Q3 2023 | 26 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.13% | 0.36% | Q1 2019 | Q3 2023 | 26 |
WOODMONT INVESTMENT COUNSEL LLC | 26 | 26 | 0.40% | 0.71% | 1.00% | Q2 2017 | Q3 2023 | 26 |
Fortis Advisors, LLC | 26 | 26 | 0.06% | 2.43% | 7.32% | Q2 2017 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.14% | 0.41% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.46% | 1.62% | Q2 2017 | Q3 2023 | 26 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.14% | 0.46% | Q1 2017 | Q3 2023 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
FDx Advisors, Inc. | 19 | 6 | 0.01% | 0.37% | 1.46% | Q2 2017 | Q3 2023 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 1.67% | 4.70% | Q2 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.35% | 0.74% | 1.14% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.12% | 0.34% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Smart Money Group LLC | 24 | 24 | 0.26% | 2.49% | 6.24% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 2.51% | 5.31% | 9.45% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.08% | 0.23% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 24 |
Paulson Wealth Management Inc. | 24 | 24 | 0.20% | 0.52% | 1.45% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.21% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 1.08% | 1.91% | 2.40% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.25% | 2.87% | 6.87% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.28% | 0.68% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Ausdal Financial Partners, Inc. | 24 | 24 | 0.13% | 0.43% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.00% | 0.22% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Vontobel Swiss Wealth Advisors AG | 24 | 24 | 0.20% | 2.10% | 4.27% | Q3 2015 | Q2 2021 | 24 |
Fernwood Investment Management, LLC | 23 | 23 | 0.20% | 0.31% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Jackson, Grant Investment Advisers, Inc. | 23 | 23 | 0.01% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Csenge Advisory Group | 14 | 2 | 0.07% | 0.47% | 0.91% | Q3 2017 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.18% | 3.64% | 8.06% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.34% | 0.70% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.54% | 0.67% | 0.77% | Q4 2017 | Q3 2023 | 23 |
EATON VANCE MANAGEMENT | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 1 | 0.00% | 0.11% | 0.61% | Q4 2013 | Q4 2019 | 23 |
Formidable Asset Management, LLC | 14 | 9 | 0.15% | 1.02% | 3.43% | Q4 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 13 | 10 | 0.00% | 0.13% | 0.46% | Q4 2017 | Q3 2023 | 23 |
PRUDENTIAL PLC | 23 | 23 | 0.00% | 0.03% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.14% | 0.35% | Q2 2016 | Q4 2021 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.07% | 2.20% | 7.93% | Q2 2017 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.03% | 0.21% | 0.63% | Q1 2018 | Q3 2023 | 23 |
COMERICA BANK | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 23 |
Merriman Wealth Management, LLC | 15 | 2 | 0.06% | 4.38% | 11.78% | Q4 2016 | Q3 2023 | 22 |
WESBANCO BANK INC | 11 | 11 | 0.03% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 21 | 1 | 0.00% | 0.23% | 0.81% | Q4 2017 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 22 |
Sunbelt Securities, Inc. | 14 | 8 | 0.05% | 0.45% | 1.32% | Q3 2015 | Q3 2023 | 22 |
LINCOLN CAPITAL CORP | 22 | 22 | 1.85% | 4.85% | 6.93% | Q2 2018 | Q3 2023 | 22 |
ALTFEST L J & CO INC | 22 | 22 | 0.09% | 0.45% | 3.95% | Q2 2018 | Q3 2023 | 22 |
DAIDO LIFE INSURANCE CO | 22 | 22 | 0.44% | 1.26% | 1.80% | Q1 2018 | Q2 2023 | 22 |
BAINCO INTERNATIONAL INVESTORS | 22 | 22 | 1.22% | 1.69% | 2.42% | Q3 2015 | Q4 2020 | 22 |
ASSETMARK, INC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.02% | 0.47% | 0.68% | Q2 2018 | Q3 2023 | 22 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 22 | 0.17% | 0.19% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Buckingham Capital Management, Inc. | 22 | 22 | 0.04% | 0.62% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 21 | 21 | 0.04% | 0.16% | 0.43% | Q3 2018 | Q3 2023 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 21 | 21 | 0.04% | 1.92% | 2.46% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.18% | 0.42% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.73% | 2.20% | Q3 2018 | Q3 2023 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 2 | 0.01% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 21 |
Sigma Planning Corp | 21 | 21 | 0.02% | 0.10% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Tillar-Wenstrup Advisors, LLC | 21 | 21 | 1.48% | 7.15% | 11.02% | Q4 2017 | Q4 2022 | 21 |
PFS INVESTMENTS INC. | 21 | 21 | 0.26% | 2.47% | 6.49% | Q2 2018 | Q2 2023 | 21 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q3 2021 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.02% | 0.12% | 0.21% | Q3 2018 | Q3 2023 | 21 |
First Personal Financial Services | 21 | 21 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Dakota Wealth Management | 21 | 21 | 0.06% | 0.62% | 1.15% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 1.68% | 3.51% | 7.25% | Q3 2018 | Q3 2023 | 21 |
Almanack Investment Partners, LLC. | 15 | 2 | 0.15% | 1.52% | 4.10% | Q1 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 21 | 21 | 0.07% | 1.66% | 5.32% | Q3 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 1.38% | 4.30% | 8.83% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Shepherd Financial Partners LLC | 20 | 20 | 0.17% | 1.66% | 4.80% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.26% | 0.47% | 0.97% | Q4 2018 | Q3 2023 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 0.06% | 6.66% | 14.36% | Q4 2018 | Q3 2023 | 20 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 20 | 0.51% | 1.93% | 3.10% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.36% | 1.04% | 2.08% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 1.52% | 3.68% | 4.37% | Q1 2019 | Q4 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.14% | 0.38% | Q4 2017 | Q3 2022 | 20 |
Day & Ennis, LLC | 20 | 20 | 2.77% | 3.61% | 5.37% | Q4 2018 | Q3 2023 | 20 |
Continuum Advisory, LLC | 20 | 20 | 0.07% | 0.22% | 0.41% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 4.67% | 10.16% | 15.35% | Q4 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 20 | 1.65% | 2.96% | 3.98% | Q4 2018 | Q3 2023 | 20 |
CLEAR INVESTMENT RESEARCH, LLC | 20 | 20 | 0.10% | 0.43% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.42% | 1.32% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.56% | 7.00% | 12.22% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.01% | 0.10% | 0.42% | Q4 2015 | Q3 2020 | 20 |
RFG Advisory, LLC | 19 | 1 | 0.05% | 0.24% | 0.88% | Q4 2015 | Q3 2023 | 20 |
Stewardship Financial Advisors, LLC | 20 | 20 | 2.38% | 8.94% | 17.55% | Q2 2016 | Q1 2021 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.06% | 0.29% | 0.78% | Q4 2018 | Q3 2023 | 20 |
WealthShield Partners, LLC | 20 | 20 | 0.01% | 0.50% | 1.68% | Q4 2018 | Q3 2023 | 20 |
Jordan Park Group LLC | 20 | 20 | 0.12% | 7.60% | 19.35% | Q4 2018 | Q3 2023 | 20 |
Jefferies Group LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 19 |
Summit X, LLC | 19 | 19 | 0.08% | 1.10% | 3.62% | Q1 2019 | Q3 2023 | 19 |
Inscription Capital, LLC | 10 | 9 | 1.39% | 3.60% | 7.23% | Q4 2018 | Q3 2023 | 19 |
Raab & Moskowitz Asset Management LLC | 19 | 19 | 0.21% | 0.29% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 19 | 19 | 0.04% | 0.23% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Clark Capital Management Group, Inc. | 14 | 1 | 0.05% | 0.25% | 1.07% | Q1 2016 | Q3 2023 | 19 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.07% | 0.24% | Q2 2016 | Q4 2023 | 19 |
M&T BANK CORP | 15 | 4 | 0.45% | 1.25% | 1.90% | Q4 2018 | Q3 2023 | 19 |
Donoghue Forlines LLC | 19 | 19 | 0.03% | 2.06% | 6.22% | Q3 2018 | Q1 2023 | 19 |
Perigon Wealth Management, LLC | 18 | 1 | 0.05% | 0.15% | 0.56% | Q3 2011 | Q3 2023 | 19 |
Keel Point, LLC | 10 | 1 | 0.02% | 0.43% | 1.46% | Q4 2017 | Q3 2023 | 19 |
Private Portfolio Partners LLC | 19 | 19 | 0.12% | 0.18% | 0.58% | Q1 2019 | Q3 2023 | 19 |
V Wealth Advisors LLC | 9 | 4 | 0.02% | 0.25% | 1.02% | Q1 2016 | Q2 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.24% | 0.79% | 2.59% | Q2 2019 | Q4 2023 | 19 |
Richard Bernstein Advisors LLC | 19 | 19 | 0.34% | 7.03% | 13.40% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Wealth Management Advisory Group, LLC | 19 | 19 | 1.30% | 3.16% | 3.92% | Q1 2019 | Q3 2023 | 19 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.11% | 0.86% | Q3 2016 | Q3 2023 | 19 |
SIGNET FINANCIAL MANAGEMENT, LLC | 16 | 3 | 0.03% | 0.20% | 0.66% | Q1 2018 | Q1 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Kovack Advisors, Inc. | 17 | 2 | 0.04% | 0.14% | 0.21% | Q3 2018 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 8 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.10% | 0.37% | 0.79% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 16 | 3 | 0.03% | 0.18% | 0.48% | Q4 2018 | Q3 2023 | 19 |
CNB Bank | 19 | 19 | 0.04% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 2.52% | 7.42% | 10.59% | Q1 2019 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.74% | 1.13% | 1.81% | Q4 2018 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 16 | 3 | 0.02% | 1.38% | 7.35% | Q1 2018 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 11 | 1 | 0.02% | 0.21% | 0.71% | Q4 2015 | Q3 2023 | 19 |
PARSONS CAPITAL MANAGEMENT INC/RI | 18 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 19 |
PALLADIUM PARTNERS LLC | 19 | 19 | 0.64% | 1.01% | 2.01% | Q3 2017 | Q1 2022 | 19 |
PINNACLE ASSOCIATES LTD | 19 | 19 | 0.27% | 0.68% | 0.93% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 1.33% | 2.78% | 4.28% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.17% | 0.60% | Q1 2019 | Q3 2023 | 19 |
Allen Capital Group, LLC | 16 | 3 | 0.14% | 0.35% | 0.88% | Q4 2018 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 13.68% | 14.88% | 16.58% | Q1 2019 | Q3 2023 | 19 |
BECK CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.23% | 0.47% | 1.54% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AGILIS PARTNERS LLC | 13 | 5 | 0.14% | 2.09% | 7.83% | Q4 2017 | Q3 2023 | 18 |
Aries Wealth Management | 12 | 6 | 0.25% | 0.85% | 1.23% | Q1 2019 | Q3 2023 | 18 |
Financial Partners Group, Inc | 13 | 5 | 0.08% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 6 | 3 | 0.00% | 0.60% | 3.53% | Q1 2018 | Q3 2023 | 18 |
Mutual Advisors, LLC | 18 | 18 | 0.19% | 0.37% | 0.59% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.46% | 0.67% | 0.88% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 17 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q4 2019 | 18 |
Smithfield Trust Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 1 | 0.00% | 0.08% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Van Hulzen Asset Management, LLC | 18 | 18 | 0.12% | 1.19% | 1.67% | Q2 2019 | Q3 2023 | 18 |
Ayalon Insurance Comp Ltd. | 18 | 18 | 0.05% | 0.73% | 2.78% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 11 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 16 | 2 | 0.02% | 0.13% | 0.48% | Q3 2018 | Q1 2023 | 18 |
Good Life Advisors, LLC | 8 | 1 | 0.03% | 0.10% | 0.42% | Q3 2018 | Q3 2023 | 18 |
TRUST CO OF VERMONT | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 16 | 2 | 0.58% | 1.53% | 8.27% | Q3 2015 | Q3 2023 | 18 |
Windsor Wealth Management, Inc. | 18 | 18 | 0.14% | 1.44% | 2.36% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 15 | 3 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Mosaic Family Wealth, LLC | 17 | 17 | 0.06% | 0.30% | 0.55% | Q4 2017 | Q4 2021 | 17 |
Aspire Private Capital, LLC | 12 | 2 | 0.00% | 0.22% | 1.03% | Q4 2018 | Q3 2023 | 17 |
Independent Advisor Alliance | 10 | 1 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 17 |
TSFG, LLC | 17 | 17 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
OneDigital Investment Advisors LLC | 17 | 17 | 0.02% | 0.57% | 2.02% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.18% | 0.40% | Q2 2019 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 17 |
GREENLEAF TRUST | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Moors & Cabot, Inc. | 9 | 4 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 17 |
BARINGS LLC | 11 | 6 | 0.03% | 0.62% | 2.32% | Q2 2019 | Q3 2023 | 17 |
IPG Investment Advisors LLC | 17 | 17 | 1.07% | 1.97% | 3.17% | Q3 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 17 | 17 | 0.14% | 0.22% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Ledyard National Bank | 17 | 17 | 0.09% | 0.35% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Connecticut Wealth Management, LLC | 17 | 17 | 0.39% | 13.52% | 19.00% | Q3 2019 | Q3 2023 | 17 |
Cable Hill Partners, LLC | 7 | 1 | 0.01% | 3.93% | 8.64% | Q3 2016 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 4 | 0.03% | 0.12% | 0.42% | Q1 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.04% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 17 |
ELEMENT POINTE ADVISORS, LLC | 13 | 4 | 0.32% | 0.89% | 2.73% | Q2 2019 | Q3 2023 | 17 |
Armbruster Capital Management, Inc. | 17 | 17 | 0.10% | 4.34% | 5.40% | Q3 2019 | Q3 2023 | 17 |
FIRST TRUST ADVISORS LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Merit Financial Group, LLC | 17 | 17 | 0.20% | 0.39% | 0.80% | Q3 2019 | Q3 2023 | 17 |
Sage Advisory Services, Ltd.Co. | 13 | 4 | 0.03% | 5.07% | 13.78% | Q2 2018 | Q4 2022 | 17 |
Sigma Investment Management Co | 14 | 3 | 0.19% | 0.39% | 0.59% | Q1 2014 | Q4 2018 | 17 |
Koshinski Asset Management, Inc. | 9 | 2 | 0.01% | 0.06% | 0.20% | Q3 2018 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 17 | 17 | 0.01% | 0.27% | 0.73% | Q3 2019 | Q3 2023 | 17 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.07% | 0.10% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 16 | 1 | 0.11% | 0.34% | 0.75% | Q4 2017 | Q3 2023 | 17 |
Insight Wealth Strategies, LLC | 17 | 17 | 0.06% | 3.13% | 4.00% | Q3 2019 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 1 | 0.04% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 17 |
Firestone Capital Management | 16 | 16 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 8 | 0.20% | 0.39% | 0.54% | Q3 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.28% | 0.40% | 0.51% | Q4 2019 | Q3 2023 | 16 |
FMA ADVISORY INC | 15 | 1 | 0.19% | 0.32% | 0.52% | Q1 2017 | Q1 2021 | 16 |
MA Private Wealth | 16 | 16 | 2.63% | 3.44% | 6.41% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 0.90% | 3.74% | 5.46% | Q4 2019 | Q3 2023 | 16 |
HOWARD FINANCIAL SERVICES, LTD. | 16 | 16 | 0.14% | 10.30% | 14.42% | Q4 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 0.19% | 1.60% | 9.70% | Q4 2019 | Q3 2023 | 16 |
WJ Wealth Management, LLC | 16 | 16 | 0.17% | 1.92% | 8.12% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.31% | 0.62% | 0.87% | Q4 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 2.18% | 3.19% | 4.38% | Q1 2020 | Q4 2023 | 16 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 10 | 1 | 1.61% | 4.23% | 7.86% | Q2 2019 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 10 | 6 | 0.00% | 0.24% | 0.34% | Q3 2019 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.63% | 3.83% | 11.56% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.59% | 0.72% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 16 | 16 | 0.04% | 0.37% | 0.69% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.01% | 1.81% | 5.81% | Q4 2019 | Q3 2023 | 16 |
Bernardo Wealth Planning LLC | 16 | 16 | 0.35% | 0.81% | 2.61% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 3.53% | 7.98% | 12.76% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.05% | 0.39% | 0.56% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 3.35% | 4.70% | 5.46% | Q4 2019 | Q3 2023 | 16 |
Hochman Cole Investment Advisors, Inc. | 16 | 16 | 0.13% | 0.25% | 0.40% | Q4 2017 | Q3 2021 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Wolf Group Capital Advisors | 16 | 16 | 0.12% | 0.17% | 0.20% | Q1 2019 | Q4 2022 | 16 |
Permanens Capital L.P. | 8 | 3 | 0.00% | 6.28% | 13.69% | Q4 2016 | Q4 2022 | 16 |
ASPIRIANT, LLC | 14 | 2 | 0.01% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.13% | 0.30% | 0.73% | Q4 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Lutz Financial Services LLC | 10 | 6 | 0.10% | 0.57% | 1.31% | Q3 2018 | Q3 2023 | 16 |
Brookstone Capital Management | 16 | 16 | 0.04% | 0.36% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.09% | 0.28% | 1.96% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.06% | 0.26% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Karpus Management, Inc. | 16 | 16 | 0.01% | 0.30% | 1.17% | Q4 2019 | Q3 2023 | 16 |
JT Stratford LLC | 16 | 16 | 0.10% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 16 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 16 | 16 | 0.34% | 1.15% | 2.35% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 12 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
LS Investment Advisors, LLC | 16 | 16 | 0.07% | 0.66% | 1.47% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.05% | 0.75% | 1.62% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.67% | 1.04% | 1.27% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.06% | 0.26% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 2.21% | 5.77% | 9.20% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 3.93% | 4.63% | 5.77% | Q4 2019 | Q3 2023 | 16 |
MOTCO | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Empire Life Investments Inc. | 16 | 16 | 0.02% | 0.25% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.24% | 0.56% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.36% | 1.03% | 3.35% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.05% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Sharkey, Howes & Javer | 16 | 16 | 0.10% | 1.71% | 7.28% | Q4 2019 | Q3 2023 | 16 |
Tolleson Wealth Management, Inc. | 16 | 16 | 0.05% | 0.65% | 7.12% | Q4 2019 | Q3 2023 | 16 |
USAdvisors Wealth Management, LLC | 16 | 16 | 0.21% | 0.66% | 1.35% | Q4 2019 | Q3 2023 | 16 |
RAYMOND JAMES TRUST N.A. | 16 | 16 | 0.02% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Cypress Wealth Services, LLC | 16 | 16 | 0.21% | 1.00% | 3.95% | Q4 2019 | Q3 2023 | 16 |
Apella Capital, LLC | 12 | 3 | 0.60% | 1.24% | 1.87% | Q1 2020 | Q4 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.06% | 0.25% | 0.42% | Q1 2020 | Q3 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 5.60% | 6.83% | 8.10% | Q1 2020 | Q3 2023 | 15 |
SHUFRO ROSE & CO LLC | 15 | 15 | 0.07% | 1.14% | 1.40% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.21% | 0.38% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Mascoma Wealth Management LLC | 12 | 1 | 0.00% | 0.24% | 0.32% | Q1 2018 | Q3 2023 | 15 |
BBR PARTNERS, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Bristlecone Advisors, LLC | 15 | 15 | 0.15% | 0.31% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Meridian Wealth Partners, LLC | 15 | 15 | 3.16% | 4.17% | 7.25% | Q1 2020 | Q3 2023 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 5.99% | 12.41% | 16.35% | Q4 2015 | Q2 2019 | 15 |
MATTERN CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.49% | 0.57% | 0.65% | Q1 2020 | Q3 2023 | 15 |
VICUS CAPITAL | 15 | 15 | 0.04% | 0.26% | 0.92% | Q3 2016 | Q1 2020 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.02% | 0.59% | 1.40% | Q3 2019 | Q3 2023 | 15 |
Nikulski Financial, Inc. | 14 | 1 | 0.16% | 0.28% | 0.38% | Q4 2019 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.74% | 2.95% | Q4 2015 | Q3 2019 | 15 |
Financial Sense Advisors, Inc. | 9 | 6 | 0.12% | 1.71% | 4.95% | Q4 2019 | Q3 2023 | 15 |
Pasadena Private Wealth, LLC | 15 | 15 | 0.17% | 0.25% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.20% | 1.22% | Q2 2018 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.08% | 0.22% | 0.33% | Q2 2019 | Q4 2022 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Lido Advisors, LLC | 15 | 15 | 0.01% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 3 | 0.09% | 0.21% | 0.55% | Q3 2018 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.70% | 2.82% | 4.25% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
First Capital Advisors Group, LLC. | 8 | 7 | 0.38% | 2.18% | 5.23% | Q1 2017 | Q2 2023 | 15 |
Astoria Strategic Wealth, Inc. | 15 | 15 | 0.15% | 2.35% | 5.43% | Q1 2020 | Q3 2023 | 15 |
Sanchez Wealth Management Group | 15 | 15 | 8.42% | 11.99% | 17.05% | Q4 2018 | Q2 2022 | 15 |
New England Professional Planning Group Inc. | 15 | 15 | 0.25% | 0.29% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 8.28% | 9.23% | 11.61% | Q4 2019 | Q3 2023 | 15 |
Acorn Wealth Advisors, LLC | 14 | 1 | 0.00% | 1.25% | 1.62% | Q1 2018 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.01% | 3.83% | 6.66% | Q4 2019 | Q3 2023 | 15 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.33% | 1.10% | Q2 2016 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Covenant Multifamily Offices, LLC | 15 | 15 | 5.12% | 12.17% | 22.63% | Q1 2018 | Q3 2021 | 15 |
Miracle Mile Advisors, LLC | 12 | 3 | 0.07% | 0.27% | 1.56% | Q1 2019 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.05% | 0.21% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Mattern Wealth Management LLC | 15 | 15 | 0.36% | 0.81% | 3.03% | Q1 2020 | Q3 2023 | 15 |
Keystone Financial Group | 13 | 2 | 0.25% | 0.68% | 0.99% | Q4 2019 | Q3 2023 | 15 |
DAVIDSON TRUST CO | 14 | 1 | 0.20% | 0.24% | 0.31% | Q4 2019 | Q3 2023 | 15 |
Element Wealth, LLC | 15 | 15 | 0.01% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
1832 Asset Management L.P. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Berman Capital Advisors, LLC | 15 | 15 | 2.52% | 3.88% | 4.84% | Q1 2018 | Q3 2021 | 15 |
CFO4Life Group, LLC | 14 | 1 | 0.62% | 4.54% | 5.74% | Q1 2017 | Q3 2023 | 15 |
WBH ADVISORY INC | 12 | 3 | 0.04% | 0.26% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 0.34% | 1.10% | 2.71% | Q1 2020 | Q3 2023 | 15 |
SIMON QUICK ADVISORS, LLC | 15 | 15 | 0.00% | 0.16% | 0.43% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 15 | 15 | 0.03% | 0.18% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Abundance Wealth Counselors | 15 | 15 | 0.13% | 1.15% | 3.41% | Q1 2020 | Q3 2023 | 15 |
LEUTHOLD GROUP, LLC | 9 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q1 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.07% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
PATTON ALBERTSON MILLER GROUP, LLC | 13 | 1 | 0.06% | 0.29% | 0.50% | Q2 2019 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 9 | 2 | 0.05% | 0.18% | 0.62% | Q4 2019 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.52% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.26% | 0.78% | 2.31% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 3.95% | 8.15% | 9.65% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q4 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.27% | 1.55% | Q4 2016 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.48% | 1.51% | 1.86% | Q1 2020 | Q2 2023 | 14 |
BRYN MAWR TRUST Co | 11 | 1 | 0.01% | 0.25% | 1.59% | Q3 2017 | Q3 2023 | 14 |
Relative Value Partners Group, LLC | 14 | 14 | 0.16% | 0.43% | 2.12% | Q2 2020 | Q3 2023 | 14 |
Gladstone Institutional Advisory LLC | 11 | 3 | 0.04% | 0.37% | 0.46% | Q3 2019 | Q3 2023 | 14 |
Strategic Point Investment Advisors, LLC | 14 | 14 | 1.77% | 5.41% | 7.12% | Q2 2020 | Q3 2023 | 14 |
Icon Wealth Partners, LLC | 11 | 3 | 0.03% | 1.06% | 3.15% | Q4 2019 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.14% | 2.23% | 3.04% | Q2 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.02% | 0.07% | 0.14% | Q1 2020 | Q2 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2016 | 14 |
FLC Capital Advisors | 14 | 14 | 0.20% | 0.28% | 0.43% | Q1 2020 | Q2 2023 | 14 |
Concorde Asset Management, LLC | 11 | 3 | 0.12% | 1.06% | 3.74% | Q2 2019 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Norway Savings Bank | 14 | 14 | 0.34% | 1.03% | 1.48% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.00% | 2.07% | 6.99% | Q1 1987 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 14 | 14 | 0.12% | 0.53% | 1.95% | Q2 2018 | Q3 2021 | 14 |
Caprock Group, LLC | 14 | 14 | 0.36% | 0.42% | 0.52% | Q2 2020 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 5 | 4 | 0.01% | 0.49% | 1.99% | Q4 2018 | Q3 2023 | 14 |
Ford Financial Group, LLC | 14 | 14 | 0.41% | 1.35% | 1.78% | Q3 2019 | Q4 2022 | 14 |
McKinley Carter Wealth Services, Inc. | 14 | 14 | 0.21% | 1.82% | 6.64% | Q2 2020 | Q3 2023 | 14 |
Cardinal Strategic Wealth Guidance | 14 | 14 | 3.62% | 6.52% | 9.67% | Q2 2020 | Q3 2023 | 14 |
Ascent Wealth Partners, LLC | 14 | 14 | 0.61% | 0.69% | 0.82% | Q2 2020 | Q3 2023 | 14 |
INTRUST BANK NA | 14 | 14 | 0.86% | 1.56% | 1.82% | Q2 2020 | Q3 2023 | 14 |
Cooper Financial Group | 9 | 2 | 0.07% | 2.87% | 7.96% | Q4 2018 | Q3 2023 | 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.01% | 3.12% | 3.65% | Q2 2020 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.21% | 2.76% | 4.27% | Q1 2020 | Q2 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 14 | 0.40% | 2.10% | 6.48% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.19% | 0.58% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.01% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.15% | 0.16% | 0.18% | Q4 2018 | Q1 2022 | 14 |
Accredited Investors Inc. | 14 | 14 | 0.05% | 6.15% | 12.32% | Q3 2015 | Q4 2018 | 14 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 14 | 0.01% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Ullmann Wealth Partners Group, LLC | 14 | 14 | 0.50% | 2.50% | 4.20% | Q2 2020 | Q3 2023 | 14 |
G&S Capital LLC | 12 | 2 | 0.21% | 0.92% | 2.01% | Q4 2019 | Q3 2023 | 14 |
Lantz Financial LLC | 11 | 3 | 1.30% | 4.06% | 5.90% | Q1 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Avantax Planning Partners, Inc. | 13 | 13 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q3 2020 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Private Ocean, LLC | 13 | 13 | 0.12% | 3.35% | 5.30% | Q3 2020 | Q3 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 1 | 0.03% | 0.21% | 0.64% | Q1 2018 | Q3 2023 | 13 |
Regent Investment Management LLC | 13 | 13 | 0.08% | 0.13% | 0.15% | Q4 2019 | Q4 2022 | 13 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 13 | 13 | 0.05% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 11 | 2 | 0.00% | 0.31% | 0.82% | Q4 2018 | Q3 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.24% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Pure Financial Advisors, LLC | 13 | 13 | 0.16% | 0.42% | 0.66% | Q4 2020 | Q4 2023 | 13 |
Hoese & Co LLP | 13 | 13 | 2.20% | 4.06% | 5.98% | Q4 2020 | Q4 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.13% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 13 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8 | 5 | 0.08% | 0.27% | 0.67% | Q2 2020 | Q3 2023 | 13 |
Tennessee Valley Asset Management Partners | 6 | 2 | 0.07% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 13 |
Syntal Capital Partners, LLC | 7 | 6 | 0.15% | 2.01% | 7.06% | Q2 2019 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.55% | 0.70% | 0.92% | Q2 2020 | Q2 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Prospera Financial Services Inc | 11 | 2 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 13 |
Bartlett & Co. LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.04% | 0.18% | 0.61% | Q4 2019 | Q4 2022 | 13 |
SPC Financial, Inc. | 13 | 13 | 1.18% | 2.50% | 3.06% | Q3 2020 | Q3 2023 | 13 |
Adero Partners, LLC | 13 | 13 | 0.20% | 0.70% | 2.76% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 1.43% | 1.58% | 1.94% | Q4 2020 | Q4 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 4.58% | 7.00% | 8.73% | Q3 2020 | Q3 2023 | 13 |
Baker Ellis Asset Management LLC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q1 2022 | 13 |
Barber Financial Group, Inc. | 13 | 13 | 0.17% | 0.89% | 3.47% | Q4 2017 | Q4 2020 | 13 |
Colonial Trust Advisors | 8 | 5 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Total Clarity Wealth Management, Inc. | 12 | 1 | 0.01% | 0.90% | 2.64% | Q4 2019 | Q1 2023 | 13 |
Archford Capital Strategies, LLC | 10 | 1 | 0.01% | 0.15% | 0.36% | Q2 2019 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.04% | 0.55% | 1.28% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.36% | 0.45% | 0.59% | Q3 2020 | Q3 2023 | 13 |
Ferris Capital, LLC | 10 | 3 | 0.59% | 1.03% | 1.90% | Q4 2018 | Q1 2022 | 13 |
Richard P Slaughter Associates Inc | 11 | 1 | 0.10% | 3.02% | 6.06% | Q4 2019 | Q4 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.12% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 4 | 2 | 0.00% | 1.17% | 3.98% | Q4 2018 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 3.82% | 4.57% | 6.08% | Q4 2020 | Q3 2023 | 12 |
Teamwork Financial Advisors, LLC | 12 | 12 | 0.06% | 0.26% | 0.42% | Q2 2020 | Q1 2023 | 12 |
Lionsbridge Wealth Management LLC | 10 | 2 | 0.24% | 2.63% | 4.25% | Q4 2019 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.58% | 0.68% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.20% | 0.37% | 0.67% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.54% | 1.15% | 2.09% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 1.26% | 2.30% | 3.66% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.18% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
COZAD ASSET MANAGEMENT INC | 12 | 12 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 11 | 1 | 0.06% | 0.20% | 0.48% | Q4 2019 | Q4 2022 | 12 |
MAI Capital Management | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
StoneX Group Inc. | 12 | 12 | 0.09% | 0.22% | 0.44% | Q1 2019 | Q4 2021 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 9.95% | 13.54% | 21.78% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.60% | 1.45% | Q4 2018 | Q3 2021 | 12 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Kistler-Tiffany Companies, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.08% | 0.19% | 0.66% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 12 | 12 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.32% | 0.64% | 2.34% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 1.37% | 1.90% | 4.81% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 11 | 1 | 0.00% | 0.80% | 3.17% | Q4 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.26% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Hemenway Trust Co LLC | 9 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
TMD Wealth Management, LLC | 12 | 12 | 8.88% | 11.38% | 14.04% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 2.38% | 2.86% | 3.58% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Cambridge Advisors Inc. | 8 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.18% | 0.42% | 1.41% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.43% | 0.78% | 0.97% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.52% | 0.66% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.32% | 1.11% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.63% | 1.38% | 1.66% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.10% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.10% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.39% | 0.46% | 0.56% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 2.28% | 2.97% | 3.38% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.90% | 7.88% | 11.56% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 6 | 6 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2017 | 12 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 4.84% | 6.11% | 7.24% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 7 | 1 | 0.00% | 0.93% | 1.86% | Q4 2017 | Q3 2023 | 12 |
Northeast Financial Consultants Inc | 12 | 12 | 0.02% | 0.31% | 0.75% | Q4 2020 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 6 | 1 | 0.06% | 0.87% | 1.55% | Q1 2019 | Q2 2023 | 12 |
UNITED BANK | 12 | 12 | 0.04% | 0.37% | 0.62% | Q1 2018 | Q4 2020 | 12 |
Old North State Trust, LLC | 12 | 12 | 0.02% | 0.21% | 0.34% | Q3 2018 | Q2 2021 | 12 |
55I, LLC | 12 | 12 | 0.15% | 0.55% | 1.32% | Q4 2019 | Q3 2022 | 12 |
Edge Wealth Management LLC | 10 | 2 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q4 2021 | 12 |
GenTrust, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PFM Asset Management LLC | 12 | 12 | 0.48% | 5.84% | 34.57% | Q4 2018 | Q3 2021 | 12 |
Provident Investment Management, Inc. | 12 | 12 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 11 | 1 | 0.01% | 1.02% | 3.18% | Q3 2019 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.09% | 0.25% | 0.84% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.11% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.85% | 1.10% | 1.41% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.03% | 0.13% | 0.51% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 3.88% | 5.66% | 7.11% | Q4 2020 | Q3 2023 | 12 |
SOL Capital Management CO | 12 | 12 | 0.15% | 0.34% | 0.58% | Q4 2020 | Q3 2023 | 12 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.05% | 0.19% | Q4 2020 | Q3 2023 | 12 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 11 | 1.00% | 2.29% | 8.32% | Q1 2017 | Q3 2019 | 11 |
Interchange Capital Partners, LLC | 9 | 2 | 0.60% | 1.60% | 2.58% | Q4 2020 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.08% | 0.11% | 0.17% | Q4 2020 | Q2 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.11% | 0.21% | 0.26% | Q1 2021 | Q3 2023 | 11 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 11 |
Physician Wealth Advisors, Inc. | 8 | 3 | 0.08% | 1.47% | 4.29% | Q3 2019 | Q3 2023 | 11 |
Crestone Asset Management LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Portfolio Strategies, Inc. | 6 | 5 | 0.49% | 2.80% | 5.75% | Q4 2017 | Q3 2022 | 11 |
Meridian Wealth Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Cerity Partners LLC | 11 | 11 | 0.14% | 0.44% | 1.50% | Q1 2021 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 0.12% | 1.54% | 2.55% | Q1 2021 | Q3 2023 | 11 |
Wolff Financial Management LLC | 9 | 2 | 0.34% | 0.90% | 2.20% | Q4 2020 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Jackson Wealth Management, LLC | 7 | 2 | 0.17% | 0.96% | 1.97% | Q4 2018 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 7 | 4 | 0.00% | 0.05% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 11 | 11 | 0.06% | 0.14% | 0.24% | Q4 2017 | Q2 2020 | 11 |
Mount Yale Investment Advisors, LLC | 7 | 1 | 0.02% | 0.23% | 0.70% | Q3 2019 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.50% | 1.19% | 1.99% | Q4 2020 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 0.18% | 1.46% | 7.54% | Q4 2020 | Q2 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
COLONY GROUP LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 11 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 11 |
Tranquilli Financial Advisor LLC | 10 | 1 | 1.07% | 2.59% | 4.54% | Q4 2020 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 3.68% | 9.14% | 12.13% | Q1 2021 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Soundwatch Capital LLC | 8 | 3 | 0.14% | 0.43% | 0.88% | Q2 2020 | Q3 2023 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.33% | 0.45% | 0.58% | Q1 2021 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 3 | 0.01% | 1.40% | 4.50% | Q4 2019 | Q3 2023 | 11 |
Oakworth Capital, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 11 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 11 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 1 | 3.86% | 4.41% | 4.96% | Q2 2019 | Q2 2023 | 11 |
MGO ONE SEVEN LLC | 6 | 1 | 0.02% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 11 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.28% | 0.58% | Q4 2018 | Q3 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2016 | 11 |
LVW Advisors, LLC | 11 | 11 | 0.04% | 0.34% | 1.05% | Q3 2019 | Q1 2022 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.13% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Doyle Wealth Management | 10 | 1 | 0.00% | 0.53% | 1.17% | Q2 2019 | Q3 2022 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 9 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.63% | 1.71% | 3.25% | Q4 2020 | Q2 2023 | 11 |
Sound Financial Strategies Group, LLC | 11 | 11 | 0.06% | 0.39% | 1.48% | Q1 2021 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q1 2022 | 11 |
Mandatum Life Insurance Co Ltd | 11 | 11 | 0.08% | 6.89% | 10.29% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.16% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Arizona State Retirement System | 6 | 4 | 1.40% | 1.73% | 2.27% | Q3 2013 | Q2 2016 | 10 |
Deane Retirement Strategies, Inc. | 9 | 1 | 0.00% | 0.42% | 0.64% | Q2 2017 | Q3 2021 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Keebeck Wealth Management, LLC | 4 | 1 | 0.00% | 0.58% | 2.16% | Q4 2019 | Q3 2023 | 10 |
Paradigm Financial Partners, LLC | 10 | 10 | 0.09% | 1.03% | 1.91% | Q1 2020 | Q2 2022 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 10 | 0.30% | 0.74% | 1.09% | Q3 2019 | Q4 2021 | 10 |
Austin Private Wealth, LLC | 4 | 1 | 0.04% | 1.56% | 5.08% | Q4 2019 | Q3 2023 | 10 |
SCHRODERS IS Ltd | 10 | 10 | 0.05% | 7.51% | 16.87% | Q3 2017 | Q4 2019 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 3.50% | 5.64% | 7.94% | Q2 2021 | Q3 2023 | 10 |
True Link Financial Advisors, LLC | 6 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.09% | 0.19% | 0.36% | Q1 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.56% | 0.68% | 0.77% | Q2 2021 | Q3 2023 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
TFO Wealth Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 1.66% | 2.44% | 2.98% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 4 | 0.02% | 0.10% | 0.31% | Q1 2021 | Q3 2023 | 10 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 1 | 2.95% | 4.41% | 6.24% | Q4 2019 | Q3 2023 | 10 |
Reliant Wealth Planning | 7 | 1 | 4.18% | 7.76% | 9.45% | Q4 2019 | Q3 2022 | 10 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q1 2022 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.23% | 1.81% | 5.20% | Q4 2020 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 5 | 1 | 0.00% | 0.58% | 1.30% | Q1 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.18% | 0.27% | 0.36% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.08% | 0.34% | 0.82% | Q4 2020 | Q3 2023 | 10 |
Lee Financial Co | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 10 |
HERSHEY TRUST CO | 9 | 1 | 0.02% | 0.04% | 0.18% | Q1 2020 | Q3 2022 | 10 |
Retirement Planning Group, LLC | 10 | 10 | 0.12% | 0.22% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Epstein & White Financial LLC | 7 | 3 | 0.18% | 7.96% | 15.33% | Q4 2018 | Q2 2021 | 10 |
Goelzer Investment Management, Inc. | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 5 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Winfield Associates, Inc. | 10 | 10 | 0.26% | 0.46% | 0.85% | Q4 2019 | Q1 2022 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 10 |
ORSER CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.60% | 1.37% | 1.67% | Q4 2017 | Q1 2020 | 10 |
Unison Advisors LLC | 10 | 10 | 0.05% | 2.85% | 6.66% | Q2 2021 | Q3 2023 | 10 |
Beaumont Financial Partners, LLC | 8 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2022 | 10 |
S&T BANK/PA | 10 | 10 | 0.07% | 0.16% | 0.29% | Q4 2019 | Q1 2022 | 10 |
Spectrum Planning & Advisory Services Inc. | 7 | 3 | 0.20% | 3.17% | 11.65% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PHILADELPHIA TRUST CO | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.14% | 0.38% | Q4 2020 | Q1 2023 | 10 |
Prism Advisors, Inc. | 10 | 10 | 2.76% | 4.41% | 5.31% | Q2 2021 | Q3 2023 | 10 |
Quantitative Advantage, LLC | 9 | 1 | 4.22% | 6.07% | 8.29% | Q4 2018 | Q3 2021 | 10 |
Sterling Financial Planning, Inc. | 10 | 10 | 0.01% | 0.23% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Wealthquest Corp | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.07% | 0.37% | 1.28% | Q4 2020 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 7 | 3 | 0.59% | 1.44% | 2.63% | Q2 2019 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 9 | 1 | 0.02% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 8 | 2 | 0.92% | 2.01% | 2.68% | Q4 2018 | Q3 2021 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 2 | 0.10% | 0.21% | 0.44% | Q4 2019 | Q3 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Geller Advisors LLC | 5 | 2 | 0.05% | 0.20% | 0.56% | Q2 2017 | Q3 2023 | 10 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FORVIS Wealth Advisors, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 6 | 1 | 0.09% | 0.43% | 0.57% | Q4 2019 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.39% | 0.68% | 0.95% | Q1 2021 | Q1 2023 | 9 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 9 |
First Citizens Financial Corp | 7 | 2 | 0.19% | 0.78% | 1.52% | Q2 2021 | Q3 2023 | 9 |
Mendel Money Management | 9 | 9 | 0.22% | 0.34% | 0.42% | Q2 2020 | Q2 2022 | 9 |
US FINANCIAL ADVISORS, LLC | 7 | 2 | 0.06% | 0.22% | 0.35% | Q4 2020 | Q3 2023 | 9 |
Performa Ltd (US), LLC | 9 | 9 | 2.47% | 3.15% | 4.26% | Q3 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Fisher Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.05% | 0.37% | Q4 2019 | Q4 2021 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Ironsides Asset Advisors, LLC | 9 | 9 | 0.08% | 0.28% | 0.76% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.14% | 0.41% | Q4 2019 | Q1 2022 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.18% | 0.34% | 0.52% | Q4 2019 | Q4 2021 | 9 |
Solstein Capital, LLC | 9 | 9 | 0.16% | 0.40% | 1.33% | Q3 2021 | Q3 2023 | 9 |
Freestone Capital Holdings, LLC | 7 | 2 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.08% | 3.03% | 7.14% | Q4 2020 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 4 | 2 | 0.01% | 0.82% | 1.66% | Q1 2019 | Q1 2022 | 9 |
CORRADO ADVISORS, LLC | 9 | 9 | 0.25% | 0.74% | 0.92% | Q4 2019 | Q4 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.10% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.09% | 0.33% | Q2 2020 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.52% | 5.28% | 9.97% | Q1 2020 | Q1 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2022 | 9 |
TIEDEMANN ADVISORS, LLC | 8 | 1 | 0.02% | 0.18% | 0.41% | Q1 2020 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.10% | 0.27% | 0.52% | Q4 2017 | Q1 2020 | 9 |
IEQ CAPITAL, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.36% | 1.50% | 1.71% | Q4 2020 | Q4 2022 | 9 |
HYA Advisors, Inc | 8 | 1 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q2 2022 | 9 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.77% | 1.55% | Q4 2017 | Q3 2023 | 9 |
Wealth Advisory Solutions, LLC | 8 | 1 | 0.00% | 1.05% | 1.76% | Q4 2019 | Q1 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.61% | 0.68% | 0.75% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Clear Perspectives Financial Planning, LLC | 9 | 9 | 0.00% | 0.06% | 0.20% | Q4 2020 | Q4 2022 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 3.51% | 4.42% | 4.94% | Q3 2020 | Q3 2022 | 9 |
MEITAV INVESTMENT HOUSE LTD | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PRIVATE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.11% | 0.39% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 9 |
Cornerstone Wealth Group, LLC | 5 | 4 | 0.45% | 0.80% | 2.19% | Q2 2019 | Q4 2021 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 1.42% | 2.40% | 3.18% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.06% | 0.18% | Q4 2018 | Q2 2022 | 9 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.11% | 0.30% | Q3 2016 | Q3 2023 | 9 |
Accel Wealth Management | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Pinnacle Wealth Management Group, Inc. | 6 | 3 | 0.17% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 9 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
COWA, LLC | 9 | 9 | 0.04% | 0.65% | 1.18% | Q4 2020 | Q4 2022 | 9 |
W.G. Shaheen & Associates DBA Whitney & Co | 8 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 9 |
BRANDYWINE TRUST CO | 8 | 8 | 0.28% | 0.36% | 0.42% | Q2 2020 | Q1 2022 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.22% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Minot Wealth Management LLC | 8 | 8 | 0.08% | 0.10% | 0.23% | Q3 2020 | Q2 2022 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.23% | 0.29% | 0.41% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.40% | 0.49% | 0.68% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.16% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 8 |
Bison Wealth, LLC | 5 | 1 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.01% | 0.43% | 1.62% | Q4 2018 | Q3 2020 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 8 |
CAHABA WEALTH MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.34% | 6.75% | 19.90% | Q4 2021 | Q3 2023 | 8 |
Custos Family Office, LLC | 8 | 8 | 3.52% | 5.59% | 6.81% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.13% | 0.26% | Q4 2020 | Q2 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.28% | 0.30% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.34% | 0.80% | 1.29% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.06% | 0.21% | Q1 2019 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.08% | 0.15% | 0.32% | Q4 2020 | Q3 2022 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 8 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 8 |
Fragasso Group Inc. | 8 | 8 | 2.63% | 3.31% | 4.24% | Q1 2022 | Q4 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.06% | 0.14% | 0.26% | Q4 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Newfound Research LLC | 8 | 8 | 2.38% | 2.81% | 3.11% | Q4 2020 | Q3 2022 | 8 |
FURE FINANCIAL CORP | 8 | 8 | 0.17% | 0.23% | 0.44% | Q2 2020 | Q1 2022 | 8 |
Essex Financial Services, Inc. | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.13% | 0.52% | 1.21% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.12% | 0.16% | 0.18% | Q2 2019 | Q1 2021 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Alaska Wealth Advisors | 5 | 3 | 0.00% | 0.29% | 1.18% | Q1 2020 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.09% | 4.34% | 7.73% | Q4 2021 | Q3 2023 | 8 |
Client First Capital LLC | 8 | 8 | 4.74% | 6.38% | 8.15% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.40% | 0.49% | 0.57% | Q4 2020 | Q3 2022 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.12% | 0.88% | 2.93% | Q4 2021 | Q3 2023 | 8 |
Arrow Investment Advisors, LLC | 2 | 1 | 3.97% | 5.00% | 6.04% | Q2 2016 | Q3 2023 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.04% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 7.41% | 8.22% | 9.92% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.16% | 0.65% | Q4 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.44% | 0.57% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 8 | 8 | 0.11% | 0.18% | 0.25% | Q1 2020 | Q4 2021 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.13% | 2.54% | 7.12% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.38% | 0.48% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.02% | 0.43% | 0.79% | Q4 2021 | Q3 2023 | 8 |
KLINGENSTEIN FIELDS & CO LP | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 5 | 3 | 0.15% | 0.18% | 0.26% | Q2 2018 | Q1 2021 | 8 |
Level Financial Advisors | 8 | 8 | 0.86% | 1.52% | 2.35% | Q4 2021 | Q3 2023 | 8 |
AlphaCore Capital LLC | 7 | 1 | 0.02% | 1.10% | 1.87% | Q3 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 1.26% | 2.57% | 4.95% | Q4 2018 | Q3 2021 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.39% | 1.06% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 2.70% | 2.91% | 3.30% | Q3 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.38% | 0.87% | 1.78% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Veritable, L.P. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.20% | 0.34% | 0.49% | Q4 2021 | Q3 2023 | 8 |
SECURITY NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
ASB Consultores, LLC | 8 | 8 | 4.79% | 7.05% | 9.80% | Q4 2021 | Q3 2023 | 8 |
IAG Wealth Partners, LLC | 6 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.07% | 0.35% | Q2 2015 | Q2 2022 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.16% | 0.40% | Q4 2021 | Q3 2023 | 8 |
PATRON PARTNERS, LLC | 8 | 8 | 0.32% | 1.41% | 2.80% | Q4 2020 | Q3 2022 | 8 |
MEEDER ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
COUNTRY TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.25% | 0.45% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 4.16% | 4.53% | 4.84% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.33% | 8.19% | 18.57% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.28% | 0.47% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.23% | 0.75% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 9.07% | 11.02% | 14.93% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 1.09% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.35% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.35% | 1.23% | 6.62% | Q4 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.90% | 1.20% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 8 |
Red Tortoise LLC | 4 | 4 | 3.12% | 3.61% | 4.23% | Q3 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.03% | 0.09% | 0.23% | Q1 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.09% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Linscomb & Williams, Inc. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.52% | 1.73% | 2.02% | Q4 2021 | Q3 2023 | 8 |
MADISON INVESTMENT HOLDINGS INC | 7 | 7 | 0.04% | 0.15% | 0.44% | Q1 2018 | Q3 2019 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 7 |
Trust Co | 7 | 7 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
GeoWealth Management, LLC | 4 | 1 | 0.00% | 0.20% | 0.63% | Q3 2019 | Q3 2023 | 7 |
RDA Financial Network | 4 | 3 | 0.14% | 0.27% | 0.46% | Q2 2019 | Q3 2023 | 7 |
Blackhawk Capital Partners LLC. | 4 | 3 | 0.21% | 1.01% | 1.30% | Q2 2020 | Q1 2022 | 7 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 7 | 7 | 0.69% | 0.91% | 1.04% | Q1 2020 | Q3 2021 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 7 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.08% | 0.21% | Q3 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TELEMUS CAPITAL, LLC | 4 | 3 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 1.15% | 1.28% | 1.39% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.16% | 0.31% | 0.64% | Q1 2021 | Q4 2022 | 7 |
Family Management Corp | 7 | 7 | 1.70% | 2.94% | 3.99% | Q1 2022 | Q3 2023 | 7 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.11% | 0.45% | Q2 2020 | Q3 2023 | 7 |
Marks Group Wealth Management, Inc | 4 | 3 | 0.05% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.29% | 0.50% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q3 2017 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.05% | 0.10% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 3.91% | 5.10% | 5.94% | Q4 2019 | Q2 2021 | 7 |
PALLADIEM, LLC | 4 | 3 | 2.70% | 5.49% | 7.13% | Q4 2014 | Q2 2021 | 7 |
Crescent Grove Advisors, LLC | 7 | 7 | 0.09% | 0.22% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.09% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2019 | 7 |
InterOcean Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.19% | 1.57% | 3.66% | Q4 2021 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 3 | 2 | 0.02% | 0.90% | 1.48% | Q4 2019 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.21% | 0.21% | 0.22% | Q1 2019 | Q3 2020 | 7 |
Gibraltar Capital Management, Inc. | 7 | 7 | 0.12% | 5.51% | 8.66% | Q3 2019 | Q1 2021 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 7 | 7 | 0.01% | 0.30% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Financial Advisors, LLC | 7 | 7 | 10.11% | 11.45% | 12.86% | Q1 2022 | Q3 2023 | 7 |
Choate Investment Advisors | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.84% | 1.49% | Q1 2019 | Q4 2020 | 7 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NCM Capital Management, LLC | 7 | 7 | 0.36% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.24% | 0.54% | 0.91% | Q1 2022 | Q3 2023 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.23% | 0.61% | 1.36% | Q1 2016 | Q3 2017 | 7 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
CX Institutional | 7 | 7 | 0.01% | 0.13% | 0.72% | Q4 2020 | Q2 2022 | 7 |
Resonant Capital Advisors, LLC | 6 | 1 | 0.03% | 1.66% | 3.04% | Q4 2019 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Hilltop Holdings Inc. | 4 | 1 | 0.10% | 0.26% | 0.86% | Q1 2020 | Q3 2023 | 7 |
MorganRosel Wealth Management, LLC | 7 | 7 | 0.48% | 1.21% | 1.81% | Q1 2022 | Q3 2023 | 7 |
HawsGoodwin Investment Management LLC | 5 | 2 | 0.42% | 1.75% | 4.88% | Q4 2019 | Q4 2021 | 7 |
New England Investment & Retirement Group, Inc. | 7 | 7 | 0.00% | 0.86% | 2.62% | Q1 2020 | Q3 2021 | 7 |
Ferguson Shapiro LLC | 7 | 7 | 0.18% | 2.55% | 3.50% | Q3 2020 | Q1 2022 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.03% | 0.16% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
IBEX WEALTH ADVISORS | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Dorsey Wright & Associates | 2 | 1 | 0.32% | 1.07% | 3.18% | Q2 2016 | Q3 2023 | 7 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 4 | 3 | 0.06% | 0.55% | 1.85% | Q4 2017 | Q3 2020 | 7 |
Intercontinental Wealth Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Raub Brock Capital Management LP | 6 | 1 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q1 2020 | 7 |
IMA Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Wiser Wealth Management, Inc | 7 | 7 | 0.12% | 6.09% | 7.37% | Q4 2020 | Q2 2022 | 7 |
Keystone Financial Planning, Inc. | 7 | 7 | 0.27% | 0.48% | 1.33% | Q4 2017 | Q2 2019 | 7 |
Wagner Wealth Management, LLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Soltis Investment Advisors LLC | 4 | 3 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 8.03% | 14.08% | 20.05% | Q1 2022 | Q3 2023 | 7 |
Intrua Financial, LLC | 6 | 1 | 0.04% | 0.19% | 0.26% | Q2 2020 | Q2 2022 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 4.91% | 5.95% | 7.34% | Q4 2021 | Q3 2023 | 7 |
HighTower Trust Company, N.A. | 3 | 1 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q1 2023 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.17% | 0.21% | 0.26% | Q1 2018 | Q2 2019 | 6 |
Trek Financial, LLC | 3 | 1 | 0.03% | 0.72% | 1.17% | Q4 2019 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Independence Bank of Kentucky | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fort Point Capital Partners LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 0.29% | 1.05% | 1.82% | Q4 2021 | Q3 2023 | 6 |
COOK WEALTH MANAGEMENT GROUP LLC | 6 | 6 | 0.41% | 5.46% | 8.34% | Q2 2022 | Q3 2023 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.11% | 0.27% | 0.47% | Q4 2015 | Q3 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.30% | 0.35% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Mizuho Trust & Banking Co., Ltd. | 4 | 1 | 0.79% | 2.71% | 7.50% | Q4 2017 | Q2 2020 | 6 |
Global Strategic Investment Solutions, LLC | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.34% | 0.48% | 0.74% | Q1 2022 | Q2 2023 | 6 |
Schechter Investment Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
L. Roy Papp & Associates, LLP | 3 | 1 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.01% | 0.27% | 0.55% | Q3 2018 | Q4 2021 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 2.36% | 4.33% | 6.07% | Q2 2022 | Q3 2023 | 6 |
tru Independence LLC | 5 | 1 | 0.00% | 0.32% | 0.78% | Q4 2019 | Q2 2021 | 6 |
FIRST NATIONAL TRUST CO | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 6 |
Highview Capital Management LLC/DE/ | 4 | 2 | 0.36% | 0.78% | 1.70% | Q4 2021 | Q3 2023 | 6 |
Avestar Capital, LLC | 3 | 1 | 0.04% | 0.84% | 1.42% | Q4 2018 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.70% | 0.83% | 1.02% | Q1 2022 | Q2 2023 | 6 |
BEACON TRUST CO | 6 | 6 | 0.10% | 0.59% | 0.75% | Q4 2015 | Q1 2017 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
RHS Financial, LLC | 6 | 6 | 0.34% | 0.92% | 1.60% | Q2 2022 | Q3 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q4 2023 | 6 |
Haverford Trust Co | 5 | 1 | 0.00% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.21% | 0.31% | 0.50% | Q1 2016 | Q1 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q2 2022 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 3 | 1 | 0.02% | 4.30% | 6.67% | Q1 2019 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Schrum Private Wealth Management LLC | 6 | 6 | 0.32% | 0.49% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Zions Bancorporation, N.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
TKG Advisors, LLC | 4 | 2 | 0.16% | 0.46% | 0.86% | Q4 2021 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.04% | 0.19% | 0.34% | Q4 2017 | Q4 2021 | 6 |
KEATING INVESTMENT COUNSELORS INC | 6 | 6 | 0.14% | 0.51% | 0.87% | Q1 2017 | Q2 2018 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 1.52% | 1.88% | 2.31% | Q1 2016 | Q2 2017 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.26% | 0.44% | 0.60% | Q4 2021 | Q3 2023 | 6 |
CMC Financial Group | 6 | 6 | 0.21% | 0.59% | 1.36% | Q4 2018 | Q1 2020 | 6 |
Field & Main Bank | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q4 2021 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.06% | 0.82% | 1.60% | Q3 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.32% | 0.34% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.00% | 0.32% | 1.80% | Q4 2019 | Q1 2021 | 6 |
High Falls Advisors, Inc | 3 | 1 | 0.08% | 3.48% | 7.37% | Q4 2019 | Q3 2023 | 6 |
Schwab Charitable Fund | 6 | 6 | 0.02% | 0.17% | 0.32% | Q4 2021 | Q1 2023 | 6 |
Homrich & Berg | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 0.22% | 0.36% | 0.47% | Q1 2021 | Q2 2022 | 6 |
SYM FINANCIAL Corp | 3 | 1 | 0.03% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 6 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 6 | 6 | 0.86% | 1.45% | 2.10% | Q2 2019 | Q3 2020 | 6 |
Meridian Financial Partners LLC | 6 | 6 | 0.56% | 4.39% | 7.53% | Q2 2022 | Q3 2023 | 6 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.33% | 1.96% | Q4 2019 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.09% | 0.34% | Q1 2020 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.02% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TIAA, FSB | 6 | 6 | 0.02% | 0.16% | 0.30% | Q1 2022 | Q2 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 3 | 1 | 0.02% | 1.27% | 2.67% | Q4 2020 | Q3 2023 | 6 |
Crestwood Advisors Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Pettinga Financial Advisors LLC | 3 | 1 | 0.09% | 4.79% | 7.61% | Q4 2019 | Q3 2023 | 6 |
Kathleen S. Wright Associates Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ONE Advisory Partners, LLC | 6 | 6 | 0.67% | 5.38% | 9.56% | Q2 2022 | Q3 2023 | 6 |
Hudock, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.58% | 1.10% | 1.29% | Q4 2018 | Q1 2020 | 6 |
Cardan Capital Partners, LLC | 2 | 1 | 0.03% | 0.52% | 1.22% | Q4 2015 | Q3 2021 | 6 |
DUDLEY & SHANLEY, INC. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2021 | 6 |
Invst, LLC | 3 | 1 | 0.04% | 1.58% | 2.76% | Q4 2019 | Q3 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Clarkston Capital Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Journey Advisory Group, LLC | 6 | 6 | 0.15% | 1.58% | 3.18% | Q2 2022 | Q3 2023 | 6 |
CFO4Life, L.P. | 5 | 1 | 0.74% | 3.28% | 4.58% | Q4 2015 | Q4 2022 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Frank, Rimerman Advisors LLC | 4 | 2 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 6 |
QS Investors, LLC | 4 | 2 | 0.00% | 0.04% | 0.18% | Q4 2015 | Q4 2018 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.70% | 0.93% | 1.04% | Q3 2022 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 4 | 1 | 0.04% | 0.08% | 0.20% | Q3 2020 | Q4 2021 | 5 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.13% | 0.51% | 0.82% | Q4 2017 | Q1 2020 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.34% | 0.37% | 0.44% | Q3 2018 | Q3 2019 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 3 | 2 | 0.13% | 0.23% | 0.31% | Q2 2019 | Q3 2020 | 5 |
Palo Capital, Inc. | 4 | 1 | 0.29% | 0.36% | 0.42% | Q4 2014 | Q4 2018 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.62% | 1.23% | Q4 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.40% | 0.50% | Q4 2021 | Q4 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.02% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 3.91% | 4.41% | 4.61% | Q4 2018 | Q4 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.09% | 0.20% | 0.30% | Q2 2019 | Q2 2020 | 5 |
ARROW FINANCIAL CORP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Hanlon Investment Management, Inc. | 3 | 2 | 0.25% | 0.54% | 0.77% | Q4 2019 | Q3 2023 | 5 |
Columbus Macro, LLC | 3 | 2 | 0.11% | 0.53% | 0.94% | Q4 2021 | Q3 2023 | 5 |
Petix & Botte Co | 2 | 1 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q1 2022 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.11% | 1.39% | 3.40% | Q4 2022 | Q4 2023 | 5 |
Financial Architects, Inc | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q4 2021 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Saratoga Research & Investment Management | 2 | 1 | 0.02% | 0.08% | 0.18% | Q1 2020 | Q3 2022 | 5 |
TCWP LLC | 3 | 2 | 0.06% | 0.52% | 1.16% | Q4 2021 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
CPWM, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q4 2020 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.89% | 1.42% | 2.18% | Q4 2018 | Q4 2019 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.11% | 0.23% | Q2 2017 | Q3 2019 | 5 |
KENFARB & CO. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Moneda S.A. Administradora General de Fondos | 5 | 5 | 0.42% | 1.21% | 2.25% | Q4 2019 | Q4 2020 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.50% | 0.53% | 0.55% | Q4 2021 | Q4 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.22% | 1.71% | 4.15% | Q3 2022 | Q3 2023 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 6.35% | 8.50% | 11.36% | Q4 2019 | Q4 2020 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.01% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 5 |
Copperleaf Capital, LLC | 3 | 2 | 2.23% | 2.76% | 3.76% | Q1 2020 | Q3 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 2.08% | 2.11% | 2.17% | Q3 2022 | Q3 2023 | 5 |
Curtis Advisory Group, LLC | 3 | 2 | 0.10% | 0.40% | 1.07% | Q3 2021 | Q2 2023 | 5 |
Veracity Capital LLC | 3 | 1 | 0.10% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 5 |
Wellesley Investment Partners, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Smart Portfolios, LLC | 5 | 5 | 4.84% | 5.65% | 6.06% | Q4 2018 | Q4 2019 | 5 |
Scissortail Wealth Management, LLC | 4 | 1 | 1.85% | 2.88% | 6.19% | Q1 2022 | Q2 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
LEO BROKERAGE, LLC | 2 | 1 | 0.06% | 0.65% | 1.18% | Q3 2020 | Q2 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
WIN ADVISORS, INC | 4 | 1 | 0.00% | 0.60% | 2.98% | Q1 2022 | Q2 2023 | 5 |
Ruggie Capital Group | 4 | 1 | 0.19% | 0.77% | 1.54% | Q2 2018 | Q3 2019 | 5 |
Ifrah Financial Services, Inc. | 4 | 1 | 0.14% | 0.17% | 0.23% | Q3 2018 | Q3 2020 | 5 |
Progressive Investment Management Corp | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Paragon Wealth Strategies, LLC | 5 | 5 | 1.43% | 5.99% | 8.22% | Q4 2018 | Q4 2019 | 5 |
Aveo Capital Partners, LLC | 3 | 2 | 0.04% | 0.25% | 0.72% | Q4 2019 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.56% | 1.21% | 1.49% | Q1 2019 | Q1 2020 | 5 |
PAX Financial Group, LLC | 3 | 1 | 0.18% | 2.80% | 3.75% | Q4 2019 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q4 2015 | 5 |
DAVENPORT & Co LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.13% | 0.18% | 0.22% | Q4 2020 | Q1 2022 | 5 |
Baron Wealth Management LLC | 5 | 5 | 18.70% | 23.58% | 25.52% | Q4 2022 | Q4 2023 | 5 |
Lavaca Capital LLC | 3 | 1 | 0.02% | 0.07% | 0.11% | Q1 2019 | Q3 2022 | 5 |
Hefty Wealth Partners | 5 | 5 | 0.37% | 0.56% | 1.00% | Q4 2015 | Q4 2016 | 5 |
BTR CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 5 |
NOTTINGHAM ADVISORS, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q2 2019 | 5 |
Royal Harbor Partners, LLC | 3 | 2 | 2.69% | 3.98% | 5.80% | Q4 2019 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.23% | 0.26% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q2 2023 | 5 |
Global Trust Asset Management, LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 4 |
Milestone Advisory Partners | 4 | 4 | 1.56% | 2.13% | 3.20% | Q3 2018 | Q2 2019 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alaska Permanent Capital Management | 2 | 2 | 0.14% | 0.35% | 0.58% | Q1 2020 | Q3 2023 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.41% | 0.50% | 0.65% | Q4 2022 | Q3 2023 | 4 |
CIDEL ASSET MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.11% | 0.67% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.99% | 1.33% | 2.01% | Q4 2022 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.50% | 1.67% | 3.00% | Q4 2015 | Q3 2016 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.76% | 3.08% | 3.89% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.52% | 0.78% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Hollow Brook Wealth Management LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Neuberger Berman Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
Bruderman Asset Management, LLC | 2 | 2 | 0.68% | 0.70% | 0.72% | Q4 2020 | Q4 2021 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q2 2016 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q2 2022 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.33% | 0.90% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.03% | 1.10% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Buttonwood Financial Group, LLC | 4 | 4 | 10.84% | 12.21% | 14.44% | Q1 2023 | Q4 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 1.21% | 1.31% | 1.42% | Q4 2018 | Q3 2019 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.41% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
One Charles Private Wealth Services, LLC | 4 | 4 | 6.82% | 8.89% | 10.83% | Q4 2019 | Q3 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.51% | 0.73% | 1.30% | Q4 2022 | Q3 2023 | 4 |
CWS Financial Advisors, LLC | 3 | 1 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 2 | 1 | 0.09% | 0.43% | 1.25% | Q4 2019 | Q3 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 3.13% | 3.30% | 3.44% | Q4 2022 | Q3 2023 | 4 |
Straight Path Wealth Management | 4 | 4 | 0.88% | 1.38% | 1.71% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.01% | 0.06% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.64% | 1.70% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Fairhaven Wealth Management, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 3 | 1 | 0.22% | 0.30% | 0.33% | Q1 2020 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.27% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Daniels&Tansey,LLP | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q1 2022 | 4 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 4 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.16% | 0.33% | Q2 2022 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.16% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 2.10% | 2.18% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 3 | 1 | 0.09% | 0.77% | 1.41% | Q3 2020 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.13% | 0.34% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.16% | 1.19% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 3.50% | 5.77% | 7.14% | Q4 2019 | Q3 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 3 | 1 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 4 |
Glenview Trust Co | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.27% | 3.65% | 5.18% | Q4 2020 | Q3 2023 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.56% | 2.59% | 5.18% | Q4 2022 | Q3 2023 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 1 | 0.06% | 1.73% | 2.34% | Q1 2017 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.06% | 0.14% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.74% | 0.80% | 0.91% | Q4 2022 | Q3 2023 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 1.44% | 1.60% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Faithward Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.81% | 0.85% | 0.96% | Q4 2022 | Q3 2023 | 4 |
SILVERHAWK ASSET MANAGEMENT, LLC | 3 | 1 | 5.26% | 8.08% | 9.22% | Q4 2021 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q2 2020 | Q1 2021 | 4 |
Claraphi Advisory Network, LLC | 4 | 4 | 1.44% | 1.74% | 2.27% | Q1 2022 | Q4 2022 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Secure Asset Management, LLC | 3 | 1 | 0.10% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.22% | 0.86% | Q4 2022 | Q3 2023 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 1.58% | 3.20% | Q2 2020 | Q1 2021 | 4 |
SigFig Wealth Management, LLC | 3 | 1 | 0.03% | 0.23% | 0.38% | Q1 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.23% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2017 | Q3 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.36% | 0.47% | 0.62% | Q4 2021 | Q3 2022 | 4 |
Invesco Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 4 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 3.23% | 3.29% | 3.43% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 3 | 1 | 0.05% | 0.21% | 0.32% | Q2 2019 | Q4 2020 | 4 |
Palisade Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.29% | 0.55% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.02% | 0.79% | 1.15% | Q4 2021 | Q3 2023 | 4 |
Facet Wealth, Inc. | 4 | 4 | 11.23% | 11.53% | 11.81% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Horst & Graben Wealth Management LLC | 3 | 1 | 1.78% | 4.84% | 6.70% | Q1 2020 | Q3 2023 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.07% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 4 |
SVA Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.93% | 1.01% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Dentgroup LLC | 4 | 4 | 1.10% | 1.30% | 1.52% | Q1 2023 | Q4 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 6.78% | 7.56% | 8.22% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q2 2023 | 4 |
Freedom Investment Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.26% | 0.73% | 1.00% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.98% | 1.25% | 1.96% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.47% | 0.77% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 2 | 2 | 0.02% | 1.38% | 3.64% | Q1 2019 | Q2 2020 | 4 |
Vista Private Wealth Partners. LLC | 3 | 1 | 1.06% | 1.24% | 1.62% | Q4 2020 | Q4 2021 | 4 |
Melone Private Wealth, LLC | 4 | 4 | 0.42% | 0.59% | 0.90% | Q4 2021 | Q3 2022 | 4 |
Crown Wealth Group, LLC | 3 | 1 | 0.57% | 3.68% | 5.32% | Q4 2021 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.22% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 2.48% | 3.19% | 3.75% | Q1 2023 | Q3 2023 | 3 |
DOHJ, LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q3 2020 | 3 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q4 2022 | 3 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.11% | 0.17% | 0.30% | Q2 2020 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 3.08% | 3.33% | 3.63% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q1 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.97% | 1.00% | 1.03% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.53% | 0.97% | Q4 2019 | Q2 2020 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 1.42% | 2.02% | 2.64% | Q1 2023 | Q3 2023 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
PrairieView Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.33% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Spotlight Asset Group, Inc. | 3 | 3 | 0.25% | 0.35% | 0.52% | Q4 2019 | Q2 2020 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2022 | 3 |
ENZI WEALTH | 3 | 3 | 0.11% | 0.24% | 0.38% | Q3 2022 | Q1 2023 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 2.01% | 2.06% | 2.12% | Q3 2018 | Q2 2019 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.00% | 0.94% | 1.83% | Q4 2018 | Q2 2019 | 3 |
Commonwealth Retirement Investments LLC | 3 | 3 | 1.11% | 1.19% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.86% | 1.13% | 1.35% | Q1 2023 | Q3 2023 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.19% | 4.12% | 6.45% | Q4 2019 | Q2 2020 | 3 |
Keystone Financial Services | 3 | 3 | 7.11% | 8.61% | 9.53% | Q1 2023 | Q3 2023 | 3 |
Blue Edge Capital, LLC | 3 | 3 | 0.78% | 1.19% | 1.57% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.16% | 0.18% | 0.21% | Q3 2019 | Q2 2020 | 3 |
BBVA USA Bancshares, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
BigSur Wealth Management LLC | 2 | 1 | 0.24% | 0.60% | 0.80% | Q1 2021 | Q3 2023 | 3 |
Northwest Capital Management Inc | 3 | 3 | 0.11% | 0.46% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.06% | 0.17% | 0.36% | Q4 2020 | Q1 2022 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Bryn Mawr Capital Management, LLC | 3 | 3 | 0.20% | 0.64% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Williams Financial, LLC | 3 | 3 | 3.26% | 3.79% | 4.24% | Q1 2023 | Q3 2023 | 3 |
Brown Miller Wealth Management, LLC | 2 | 1 | 0.22% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2022 | Q1 2023 | 3 |
Wealth & Pension Services Group, Inc. | 3 | 3 | 0.33% | 0.43% | 0.59% | Q1 2019 | Q3 2019 | 3 |
Investment Research & Advisory Group, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.89% | 1.72% | 2.19% | Q4 2022 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Roof Eidam Maycock Peralta, LLC | 3 | 3 | 2.41% | 3.18% | 3.82% | Q2 2020 | Q4 2020 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 1.50% | 1.56% | 1.66% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 3 | 3 | 0.41% | 1.25% | 2.77% | Q2 2019 | Q4 2019 | 3 |
ORG Partners LLC | 3 | 3 | 0.15% | 1.00% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.17% | 0.21% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.27% | 0.33% | 0.37% | Q1 2023 | Q3 2023 | 3 |
CAHILL FINANCIAL ADVISORS INC | 2 | 1 | 0.01% | 0.22% | 0.60% | Q3 2021 | Q3 2023 | 3 |
Centric Wealth Management | 3 | 3 | 0.45% | 0.46% | 0.46% | Q1 2022 | Q3 2022 | 3 |
Legacy Financial Group LLC | 3 | 3 | 1.75% | 2.22% | 2.81% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 2.55% | 2.86% | 3.17% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.21% | 0.32% | 0.40% | Q3 2022 | Q1 2023 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 3.29% | 3.37% | 3.46% | Q1 2022 | Q3 2022 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.78% | 0.82% | 0.87% | Q1 2018 | Q3 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
RCS Financial Planning, LLC | 3 | 3 | 1.32% | 1.49% | 1.62% | Q1 2023 | Q3 2023 | 3 |
COLLECTIVE FAMILY OFFICE LLC | 3 | 3 | 0.13% | 0.26% | 0.38% | Q1 2022 | Q3 2022 | 3 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 3 | 3 | 4.57% | 5.19% | 5.77% | Q1 2023 | Q3 2023 | 3 |
Semus Wealth Partners LLC | 3 | 3 | 0.39% | 0.46% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.14% | 0.24% | Q4 2022 | Q3 2023 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 2.44% | 3.81% | 4.84% | Q1 2023 | Q3 2023 | 3 |
JB Capital LLC | 3 | 3 | 5.96% | 7.05% | 7.80% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 7.40% | 7.63% | 7.77% | Q1 2023 | Q3 2023 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 3.66% | 4.46% | 4.89% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.26% | 0.43% | Q4 2022 | Q3 2023 | 3 |
CALIBER WEALTH MANAGEMENT, LLC | 3 | 3 | 4.22% | 7.05% | 8.51% | Q1 2023 | Q3 2023 | 3 |
Gunma Bank,Ltd. | 3 | 3 | 1.61% | 1.77% | 1.93% | Q2 2021 | Q4 2021 | 3 |
MKT Advisors LLC | 3 | 3 | 0.31% | 0.32% | 0.32% | Q1 2023 | Q3 2023 | 3 |
10-15 ASSOCIATES, INC. | 3 | 3 | 0.28% | 0.37% | 0.53% | Q1 2020 | Q3 2020 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
UBS AG | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.61% | 1.62% | 2.25% | Q3 2016 | Q1 2017 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 5.62% | 5.74% | 5.86% | Q1 2023 | Q3 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
W ADVISORS, LLC | 3 | 3 | 1.05% | 1.20% | 1.30% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Detalus Advisors, LLC | 3 | 3 | 5.25% | 5.66% | 6.33% | Q1 2023 | Q3 2023 | 3 |
West Wealth Group, LLC | 3 | 3 | 8.16% | 10.72% | 12.13% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.04% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 1.64% | 1.72% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.01% | 0.23% | 0.47% | Q4 2018 | Q3 2023 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
TNF LLC | 3 | 3 | 4.88% | 5.36% | 5.76% | Q1 2023 | Q3 2023 | 3 |
FundX Investment Group, LLC | 2 | 1 | 5.03% | 7.09% | 10.86% | Q1 2016 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.52% | 0.61% | 0.76% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.09% | 0.12% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Park Place Capital Corp | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CPA Asset Management LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Prosperity Planning, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Activest Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 1.14% | 1.17% | 1.24% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.25% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.33% | 0.42% | 0.56% | Q2 2021 | Q4 2021 | 3 |
Sovereign Financial Group, Inc. | 3 | 3 | 0.47% | 0.58% | 0.64% | Q1 2023 | Q3 2023 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 3.33% | 3.96% | 4.98% | Q1 2023 | Q3 2023 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 2.14% | 2.30% | 2.48% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.50% | 1.17% | 1.64% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.07% | 0.64% | 1.34% | Q1 2023 | Q3 2023 | 3 |
ALLSTATE CORP | 2 | 1 | 0.12% | 1.67% | 3.54% | Q3 2016 | Q3 2023 | 3 |
LWMG, LLC | 3 | 3 | 0.09% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 2.14% | 2.39% | 2.59% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 3 |
Wealth Alliance | 3 | 3 | 1.87% | 2.09% | 2.24% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 1.50% | 2.02% | 2.32% | Q4 2019 | Q2 2020 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
LANDAAS & CO /WI /ADV | 3 | 3 | 3.61% | 6.07% | 8.52% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.25% | 0.34% | 0.53% | Q1 2017 | Q1 2019 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 3 |
One Wealth Advisors, LLC | 3 | 3 | 3.04% | 3.52% | 3.90% | Q1 2023 | Q3 2023 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.10% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.68% | 0.70% | 0.71% | Q4 2021 | Q2 2022 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.25% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
MCIA Inc | 3 | 3 | 4.45% | 4.98% | 5.86% | Q4 2019 | Q2 2020 | 3 |
QUADRANT CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Compton Financial Group, LLC | 2 | 2 | 3.08% | 3.19% | 3.29% | Q3 2021 | Q4 2021 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.11% | 0.15% | 0.19% | Q1 2022 | Q2 2022 | 2 |
SWMG, LLC | 2 | 2 | 4.63% | 5.03% | 5.42% | Q1 2023 | Q2 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Pacific Sage Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.26% | 0.44% | 0.62% | Q4 2019 | Q2 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.28% | 0.30% | 0.33% | Q3 2020 | Q2 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 2.36% | 3.19% | 4.02% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.23% | 0.29% | 0.35% | Q1 2023 | Q2 2023 | 2 |
CAMDEN NATIONAL BANK | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 0.51% | 0.66% | 0.82% | Q2 2023 | Q3 2023 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 1.72% | 2.00% | 2.28% | Q2 2023 | Q3 2023 | 2 |
Strategic Equity Management | 2 | 2 | 3.16% | 3.27% | 3.39% | Q4 2021 | Q1 2022 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 2.70% | 2.72% | 2.74% | Q2 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 1.44% | 1.59% | 1.73% | Q2 2023 | Q3 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q1 2022 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Watson Rebecca | 1 | 1 | 0.06% | 2.55% | 5.05% | Q4 2019 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.54% | 0.69% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.11% | 0.14% | 0.16% | Q1 2016 | Q2 2016 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 2 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 0.01% | 0.49% | 0.97% | Q1 2023 | Q3 2023 | 2 |
Sentinus, LLC | 2 | 2 | 3.90% | 3.97% | 4.04% | Q1 2023 | Q2 2023 | 2 |
Retireful, LLC | 1 | 1 | 0.54% | 1.87% | 3.20% | Q1 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.18% | 0.38% | 0.56% | Q4 2019 | Q1 2020 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2022 | Q4 2022 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.13% | 0.20% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 2.97% | 3.00% | 3.02% | Q2 2023 | Q3 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 2.30% | 3.22% | 4.15% | Q4 2019 | Q1 2020 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 2.30% | 2.45% | 2.61% | Q2 2020 | Q3 2020 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.05% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 2.15% | 2.31% | 2.48% | Q3 2021 | Q4 2021 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.08% | 0.11% | 0.14% | Q2 2018 | Q4 2018 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 1.73% | 1.77% | 1.81% | Q1 2021 | Q2 2021 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.45% | 0.86% | 1.28% | Q1 2019 | Q2 2019 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.75% | 0.79% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q1 2018 | Q4 2019 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 3.51% | 6.99% | Q4 2020 | Q2 2022 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 0.29% | 0.32% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.30% | 0.34% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2021 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.79% | 1.17% | 1.55% | Q4 2018 | Q1 2019 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.16% | 0.24% | 0.33% | Q4 2022 | Q2 2023 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.17% | 0.22% | 0.26% | Q3 2016 | Q1 2017 | 2 |
Mason & Associates Inc | 2 | 2 | 0.18% | 0.56% | 0.93% | Q4 2021 | Q1 2022 | 2 |
Financial Services Advisory Inc | 1 | 1 | 0.08% | 0.93% | 1.78% | Q3 2021 | Q3 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Cynosure Group, LLC | 2 | 2 | 2.02% | 2.04% | 2.07% | Q2 2023 | Q3 2023 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elo Mutual Pension Insurance Co | 2 | 2 | 0.95% | 1.34% | 1.73% | Q2 2020 | Q3 2020 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 0.17% | 0.61% | 1.04% | Q1 2020 | Q2 2020 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2018 | Q4 2018 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Providence First Trust Co | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.25% | 0.33% | 0.41% | Q1 2022 | Q2 2022 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.29% | 0.41% | 0.52% | Q4 2019 | Q1 2020 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
REGIMEN WEALTH, LLC | 2 | 2 | 0.84% | 1.01% | 1.18% | Q2 2023 | Q3 2023 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Tri-Star Advisors Inc. | 2 | 2 | 0.21% | 0.23% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.94% | 1.95% | 2.95% | Q2 2023 | Q3 2023 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.18% | 0.34% | 0.49% | Q4 2019 | Q1 2020 | 2 |
FFG RETIREMENT ADVISORS LLC | 2 | 2 | 3.34% | 4.54% | 5.73% | Q2 2023 | Q3 2023 | 2 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2 | 2 | 0.08% | 0.17% | 0.25% | Q1 2023 | Q2 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Aprio Wealth Management, LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.67% | 0.77% | 0.87% | Q2 2022 | Q3 2022 | 2 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 2 |
3D/L Capital Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Allie Family Office LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Par Capital Management | 2 | 2 | 6.68% | 6.70% | 6.71% | Q3 2022 | Q4 2022 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 3.96% | 4.06% | 4.16% | Q3 2016 | Q4 2016 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 1.28% | 1.41% | 1.53% | Q1 2020 | Q2 2020 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q2 2023 | Q3 2023 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.54% | 0.81% | Q1 2020 | Q3 2020 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 2.13% | 6.78% | 11.42% | Q2 2023 | Q3 2023 | 2 |
DERBY & COMPANY, INC | 2 | 2 | 0.43% | 0.46% | 0.50% | Q4 2019 | Q1 2020 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.93% | 0.98% | 1.04% | Q4 2017 | Q1 2018 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 1.52% | 2.17% | 2.82% | Q1 2023 | Q2 2023 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q1 2020 | 2 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q4 2021 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Smith, Salley & Associates | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Advisor Resource Council | 2 | 2 | 0.03% | 0.09% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.63% | 0.64% | 0.64% | Q4 2022 | Q1 2023 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.02% | 0.12% | 0.21% | Q2 2023 | Q3 2023 | 2 |
PRING TURNER CAPITAL GROUP INC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Astor Investment Management LLC | 2 | 2 | 4.30% | 6.04% | 7.78% | Q4 2018 | Q1 2019 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 2 | 3.33% | 4.67% | 6.02% | Q2 2023 | Q3 2023 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Summit Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 5.11% | 5.11% | 5.11% | Q3 2023 | Q3 2023 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2020 | Q3 2020 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Columbia Trust Co 01012016 | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2018 | Q4 2018 | 1 |
HC Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2020 | Q1 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2017 | Q4 2017 | 1 |
Clarity Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Essex LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Derbend Asset Management | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2019 | Q3 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Gould Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q3 2023 | Q3 2023 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 3.60% | 3.60% | 3.60% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 3.68% | 3.68% | 3.68% | Q1 2023 | Q1 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Trellis Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Round Table Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 10.78% | 10.78% | 10.78% | Q1 2020 | Q1 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Signify Wealth | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 3.47% | 3.47% | 3.47% | Q4 2019 | Q4 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2015 | Q4 2015 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 4.37% | 4.37% | 4.37% | Q4 2018 | Q4 2018 | 1 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
West Tower Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Adams Wealth Management | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2019 | Q4 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Archvest Wealth Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2023 | Q2 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
Carlson Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RB Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2021 | Q4 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spruce Investment Advisors LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q2 2017 | Q2 2017 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
XML Financial, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 8.40% | 8.40% | 8.40% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2019 | Q4 2019 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 5.06% | 5.06% | 5.06% | Q4 2021 | Q4 2021 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Verum Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BlackRock Group LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
New Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2019 | Q4 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Grace Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Q3 Asset Management | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.