Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 54 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 0.02% | 3.64% | 10.40% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 40 | 40 | 0.58% | 4.80% | 7.02% | Q4 2013 | Q3 2023 | 40 |
Tortoise Investment Management, LLC | 39 | 39 | 0.11% | 1.20% | 2.21% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 38 | 38 | 0.00% | 0.20% | 0.54% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Allworth Financial LP | 37 | 37 | 0.21% | 0.56% | 2.61% | Q3 2014 | Q3 2023 | 37 |
Creative Planning | 33 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 37 | 37 | 0.32% | 0.76% | 1.22% | Q3 2014 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.17% | 0.42% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
AGILIS PARTNERS LLC | 36 | 36 | 1.76% | 15.07% | 30.57% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 36 | 36 | 0.01% | 0.15% | 0.34% | Q4 2014 | Q3 2023 | 36 |
ETF Portfolio Partners, Inc. | 36 | 36 | 0.46% | 1.24% | 2.54% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.06% | 0.27% | 0.54% | Q3 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 1.38% | 2.78% | 3.29% | Q1 2015 | Q4 2023 | 36 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 36 | 36 | 0.63% | 10.30% | 15.19% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.18% | 1.15% | Q4 2013 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.02% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 35 |
Rehmann Capital Advisory Group | 15 | 5 | 0.00% | 0.09% | 0.15% | Q2 2014 | Q3 2023 | 35 |
Brinker Capital Investments, LLC | 35 | 35 | 0.00% | 0.81% | 2.41% | Q2 2014 | Q4 2022 | 35 |
Private Advisor Group, LLC | 34 | 1 | 0.01% | 0.15% | 0.32% | Q3 2014 | Q3 2023 | 35 |
Lowe Wealth Advisors, LLC | 35 | 35 | 0.00% | 0.03% | 0.38% | Q2 2015 | Q4 2023 | 35 |
CITIGROUP INC | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
BlackRock Inc. | 34 | 34 | 0.01% | 0.29% | 0.45% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
WBH ADVISORY INC | 31 | 3 | 0.06% | 0.29% | 0.66% | Q1 2015 | Q3 2023 | 34 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 14 | 0.22% | 1.08% | 2.64% | Q2 2015 | Q3 2023 | 33 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
PNC FINANCIAL SERVICES GROUP, INC. | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 0.16% | 0.34% | Q3 2014 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 33 |
FORVIS Wealth Advisors, LLC | 31 | 1 | 0.03% | 1.16% | 2.23% | Q1 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.26% | 0.69% | Q4 2015 | Q3 2023 | 32 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 32 | 32 | 0.00% | 0.37% | 1.18% | Q4 2015 | Q3 2023 | 32 |
GOLDMAN SACHS GROUP INC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.01% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
COLONY GROUP LLC | 28 | 1 | 0.00% | 2.88% | 5.29% | Q3 2015 | Q3 2023 | 31 |
BANK OF HAWAII | 31 | 31 | 3.18% | 4.01% | 4.94% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.04% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.66% | 1.65% | Q1 2016 | Q3 2023 | 31 |
Clarius Group, LLC | 31 | 31 | 0.14% | 0.42% | 0.88% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
WEATHERLY ASSET MANAGEMENT L. P. | 29 | 1 | 0.03% | 0.45% | 0.63% | Q2 2014 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q3 2023 | 30 |
TRUE Private Wealth Advisors | 30 | 30 | 0.09% | 5.94% | 11.32% | Q2 2016 | Q3 2023 | 30 |
TRUST CO OF VIRGINIA /VA | 16 | 2 | 0.41% | 0.53% | 0.62% | Q3 2015 | Q3 2023 | 30 |
FINANCIAL CONSULATE, INC | 26 | 3 | 0.16% | 0.52% | 0.78% | Q4 2015 | Q2 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 27 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 29 |
Pinnacle Wealth Management Advisory Group, LLC | 29 | 29 | 0.10% | 0.27% | 0.48% | Q3 2016 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.14% | 0.34% | Q3 2016 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.01% | 0.16% | 0.62% | Q1 2016 | Q4 2023 | 29 |
BAILARD, INC. | 29 | 29 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.02% | 0.11% | 0.36% | Q3 2016 | Q3 2023 | 29 |
Horan Securities, Inc. | 15 | 6 | 0.01% | 1.11% | 5.19% | Q1 2016 | Q3 2023 | 29 |
MITCHELL CAPITAL MANAGEMENT CO | 29 | 29 | 0.08% | 0.17% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Gemmer Asset Management LLC | 29 | 29 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q1 2022 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 4.52% | 8.59% | 13.14% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisors LLC | 27 | 2 | 0.02% | 0.19% | 0.36% | Q2 2015 | Q3 2023 | 29 |
PINNACLE ASSOCIATES LTD | 29 | 29 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.06% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Jaffetilchin Investment Partners, LLC | 28 | 28 | 0.06% | 0.95% | 2.80% | Q4 2016 | Q3 2023 | 28 |
ISTHMUS PARTNERS, LLC | 28 | 28 | 0.00% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.08% | 0.34% | Q2 2014 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Homrich & Berg | 27 | 27 | 0.03% | 0.29% | 1.17% | Q1 2015 | Q3 2021 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.04% | 0.88% | 1.76% | Q2 2015 | Q4 2021 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.05% | 0.30% | 0.57% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.05% | 0.27% | 0.95% | Q4 2016 | Q3 2023 | 27 |
NISA INVESTMENT ADVISORS, LLC | 27 | 27 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Wealthcare Advisory Partners LLC | 14 | 13 | 0.01% | 0.06% | 0.31% | Q4 2016 | Q3 2023 | 27 |
Baker Avenue Asset Management, LP | 17 | 4 | 0.01% | 0.06% | 0.13% | Q2 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.13% | 0.35% | Q2 2017 | Q3 2023 | 26 |
NORRIS PERNE & FRENCH LLP/MI | 18 | 8 | 0.02% | 0.05% | 0.14% | Q1 2014 | Q3 2021 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.15% | Q1 2015 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.23% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Brown Advisory Securities, LLC | 26 | 26 | 0.08% | 0.33% | 1.29% | Q2 2016 | Q3 2022 | 26 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 26 | 26 | 9.66% | 27.21% | 35.60% | Q2 2017 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
MONEYWISE, INC. | 24 | 1 | 0.13% | 1.25% | 2.14% | Q3 2016 | Q1 2023 | 25 |
Courage Miller Partners, LLC | 14 | 1 | 0.14% | 0.28% | 0.51% | Q4 2014 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 25 |
Ancora Advisors LLC | 25 | 25 | 0.04% | 0.13% | 0.26% | Q3 2017 | Q3 2023 | 25 |
First Command Financial Services, Inc. | 25 | 25 | 0.00% | 0.20% | 0.98% | Q2 2017 | Q2 2023 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
FIRST HAWAIIAN BANK | 25 | 25 | 0.50% | 0.74% | 1.39% | Q3 2017 | Q3 2023 | 25 |
First Command Bank | 25 | 25 | 0.00% | 0.20% | 0.98% | Q2 2017 | Q2 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 6.71% | 9.53% | 10.90% | Q3 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 11 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
VICUS CAPITAL | 17 | 2 | 0.16% | 0.30% | 0.43% | Q3 2016 | Q3 2023 | 24 |
JACOBSON & SCHMITT ADVISORS, LLC | 12 | 12 | 0.07% | 0.17% | 0.29% | Q1 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.72% | 1.06% | 1.56% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.11% | 1.84% | 2.93% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 14 | 5 | 0.00% | 0.05% | 0.18% | Q3 2014 | Q4 2021 | 24 |
JMG Financial Group, Ltd. | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CLEAR INVESTMENT RESEARCH, LLC | 24 | 24 | 0.02% | 0.42% | 0.77% | Q4 2017 | Q3 2023 | 24 |
W.G. Shaheen & Associates DBA Whitney & Co | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.15% | 0.32% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.28% | 0.74% | 1.17% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 1.14% | 2.15% | 4.14% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 15 | 1 | 0.00% | 0.05% | 0.23% | Q2 2017 | Q3 2023 | 24 |
AUA CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q4 2022 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.03% | 0.08% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 24 |
Divergent Wealth Advisors | 24 | 24 | 0.87% | 4.06% | 9.02% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
Valeo Financial Advisors, LLC | 20 | 4 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.45% | 0.89% | 1.74% | Q4 2017 | Q3 2023 | 24 |
New England Professional Planning Group Inc. | 16 | 4 | 5.55% | 21.76% | 27.56% | Q3 2015 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 23 | 23 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 23 |
Advisory Alpha, LLC | 21 | 2 | 0.00% | 0.12% | 0.30% | Q2 2017 | Q2 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.18% | 0.51% | 0.98% | Q4 2017 | Q2 2023 | 23 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 23 |
Essex Financial Services, Inc. | 20 | 1 | 0.18% | 0.31% | 0.49% | Q1 2017 | Q3 2023 | 23 |
NWAM LLC | 23 | 23 | 0.02% | 0.21% | 0.45% | Q1 2018 | Q3 2023 | 23 |
D.A. DAVIDSON & CO. | 23 | 23 | 0.01% | 2.90% | 4.70% | Q1 2018 | Q3 2023 | 23 |
PARK AVENUE SECURITIES LLC | 23 | 23 | 0.13% | 0.25% | 0.65% | Q1 2018 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2020 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q4 2019 | 23 |
McAdam, LLC | 23 | 23 | 0.11% | 0.31% | 0.69% | Q1 2018 | Q3 2023 | 23 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.02% | 0.16% | 0.68% | Q3 2015 | Q3 2022 | 22 |
Keystone Financial Group | 20 | 2 | 0.04% | 0.64% | 1.18% | Q1 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
Marietta Wealth Management, LLC | 22 | 22 | 0.19% | 0.79% | 1.54% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.04% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.01% | 0.31% | 0.55% | Q2 2018 | Q3 2023 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 0.04% | 0.48% | 1.38% | Q2 2018 | Q3 2023 | 22 |
Moisand Fitzgerald Tamayo, LLC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.03% | 0.08% | 0.67% | Q2 2018 | Q3 2023 | 22 |
AMICA MUTUAL INSURANCE CO | 15 | 6 | 2.28% | 8.39% | 20.25% | Q2 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q4 2022 | 21 |
OmniStar Financial Group, Inc. | 21 | 21 | 0.65% | 1.14% | 1.67% | Q4 2017 | Q4 2022 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 1 | 0.00% | 0.22% | 1.08% | Q4 2016 | Q3 2023 | 21 |
Allen Investment Management, LLC | 21 | 21 | 0.05% | 0.55% | 1.51% | Q3 2018 | Q3 2023 | 21 |
PFG Advisors | 21 | 21 | 0.03% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.23% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 1.04% | 1.54% | 2.01% | Q1 2018 | Q3 2023 | 21 |
Windsor Wealth Management, Inc. | 20 | 1 | 0.72% | 1.96% | 2.62% | Q4 2017 | Q3 2023 | 21 |
Mariner, LLC | 16 | 1 | 0.00% | 0.49% | 0.92% | Q1 2015 | Q3 2023 | 21 |
TIEDEMANN ADVISORS, LLC | 17 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 12 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 21 |
Boston Standard Wealth Management, LLC | 21 | 21 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q4 2023 | 21 |
LYNCH & ASSOCIATES/IN | 21 | 21 | 0.17% | 0.42% | 0.51% | Q1 2018 | Q1 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.26% | 0.97% | 1.56% | Q4 2017 | Q4 2022 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.07% | 0.51% | 0.89% | Q3 2018 | Q3 2023 | 21 |
Haverford Trust Co | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Clearstead Advisors, LLC | 15 | 6 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 21 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q2 2023 | 20 |
Baker Ellis Asset Management LLC | 20 | 20 | 0.48% | 1.40% | 2.18% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.03% | 0.18% | Q4 2017 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.82% | 0.96% | 1.11% | Q4 2018 | Q3 2023 | 20 |
Capstone Financial Advisors, Inc. | 20 | 20 | 1.12% | 3.17% | 5.28% | Q4 2018 | Q3 2023 | 20 |
LINCOLN NATIONAL CORP | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.41% | 0.64% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Leonard Rickey Investment Advisors P.L.L.C. | 20 | 20 | 0.81% | 1.19% | 1.72% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.20% | 0.57% | 2.01% | Q4 2018 | Q3 2023 | 20 |
GREENWOOD CAPITAL ASSOCIATES LLC | 20 | 20 | 0.35% | 1.94% | 3.36% | Q4 2018 | Q3 2023 | 20 |
Capital Advisors, Ltd. LLC | 20 | 20 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 2.02% | 3.08% | 3.90% | Q4 2018 | Q3 2023 | 20 |
SOL Capital Management CO | 12 | 8 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 20 |
HSBC HOLDINGS PLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 8 | 2 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.96% | 1.08% | 1.18% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 3.49% | 4.40% | 6.26% | Q4 2018 | Q3 2023 | 20 |
Johnson Financial Group, Inc. | 20 | 20 | 0.43% | 2.59% | 9.36% | Q4 2018 | Q3 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 2.43% | 3.84% | 5.27% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.21% | 0.28% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Chicago Partners Investment Group LLC | 20 | 20 | 0.05% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.28% | 0.92% | Q4 2015 | Q3 2020 | 20 |
Burt Wealth Advisors | 20 | 20 | 0.02% | 0.45% | 0.93% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.05% | 0.16% | 0.63% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Summit Financial, LLC | 20 | 20 | 0.07% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
NYL Investors LLC | 20 | 20 | 0.05% | 0.45% | 1.14% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.08% | 0.14% | 0.18% | Q4 2017 | Q2 2022 | 19 |
AXIOM INVESTORS LLC /DE | 19 | 19 | 0.12% | 0.32% | 0.54% | Q1 2019 | Q3 2023 | 19 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 19 |
Carroll Financial Associates, Inc. | 18 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q4 2021 | 19 |
Valmark Advisers, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
Dorsey & Whitney Trust CO LLC | 19 | 19 | 0.15% | 0.23% | 0.30% | Q1 2018 | Q3 2022 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.01% | 0.07% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Freedom Day Solutions, LLC | 12 | 1 | 0.12% | 0.67% | 2.17% | Q1 2018 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.01% | 0.07% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AE Wealth Management LLC | 16 | 3 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
WEST PACES ADVISORS INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 12 | 7 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Waldron Private Wealth LLC | 13 | 5 | 0.02% | 1.39% | 8.31% | Q4 2018 | Q3 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 18 |
NewSquare Capital LLC | 18 | 18 | 0.00% | 0.19% | 0.62% | Q4 2013 | Q1 2018 | 18 |
Cornerstone Wealth Management, LLC | 16 | 2 | 0.07% | 0.13% | 0.22% | Q1 2017 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FLOW TRADERS U.S. LLC | 7 | 2 | 0.00% | 3.16% | 19.21% | Q2 2016 | Q3 2023 | 18 |
Oliver Luxxe Assets LLC | 18 | 18 | 0.21% | 0.45% | 0.59% | Q2 2019 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.16% | 0.67% | 1.24% | Q1 2019 | Q3 2023 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.17% | 0.40% | Q4 2014 | Q2 2023 | 18 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
Texas Yale Capital Corp. | 18 | 18 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2019 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.07% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.10% | 0.15% | 0.21% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 1.74% | 2.06% | 2.59% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
StoneX Group Inc. | 14 | 3 | 0.17% | 0.28% | 0.49% | Q3 2018 | Q3 2023 | 17 |
BAINCO INTERNATIONAL INVESTORS | 17 | 17 | 0.05% | 0.18% | 0.36% | Q4 2016 | Q4 2020 | 17 |
West Branch Capital LLC | 10 | 7 | 0.04% | 0.15% | 0.42% | Q2 2018 | Q3 2023 | 17 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
BROWN ADVISORY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.45% | 0.77% | 1.20% | Q4 2018 | Q4 2022 | 17 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 3 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 1.45% | 1.70% | 2.16% | Q3 2019 | Q3 2023 | 17 |
Meridian Wealth Partners, LLC | 16 | 16 | 2.47% | 3.32% | 7.05% | Q4 2019 | Q3 2023 | 16 |
Strategic Point Investment Advisors, LLC | 14 | 2 | 0.05% | 3.11% | 7.91% | Q2 2017 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 1.37% | 1.80% | 2.52% | Q4 2019 | Q3 2023 | 16 |
Hanlon Investment Management, Inc. | 16 | 16 | 0.12% | 0.21% | 0.62% | Q1 2019 | Q4 2022 | 16 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 4.42% | 8.60% | 9.61% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.22% | 0.39% | 1.63% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.42% | 0.70% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.07% | 0.30% | 0.68% | Q4 2019 | Q3 2023 | 16 |
FormulaFolio Investments, LLC | 12 | 1 | 0.01% | 3.63% | 9.07% | Q2 2015 | Q2 2021 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.01% | 0.57% | 0.94% | Q4 2018 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 3.51% | 4.17% | 5.35% | Q4 2017 | Q4 2021 | 16 |
Bernardo Wealth Planning LLC | 16 | 16 | 0.19% | 0.71% | 1.80% | Q4 2018 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 2.05% | 3.15% | 4.43% | Q4 2019 | Q3 2023 | 16 |
CFO4Life Group, LLC | 15 | 1 | 0.11% | 0.52% | 0.87% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AMG National Trust Bank | 16 | 16 | 0.32% | 2.92% | 3.50% | Q4 2019 | Q3 2023 | 16 |
Clark Capital Management Group, Inc. | 7 | 2 | 0.01% | 0.57% | 1.77% | Q4 2018 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.97% | 1.24% | 1.68% | Q4 2019 | Q3 2023 | 16 |
SVA Wealth Management, LLC | 16 | 16 | 0.06% | 0.54% | 1.00% | Q1 2017 | Q4 2020 | 16 |
LVM CAPITAL MANAGEMENT LTD/MI | 16 | 16 | 0.42% | 0.49% | 0.55% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.14% | 0.17% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
McCutchen Group LLC | 16 | 16 | 0.35% | 2.51% | 3.86% | Q4 2018 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 2.09% | 5.60% | 7.54% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 9 | 1 | 0.01% | 0.27% | 0.72% | Q4 2017 | Q3 2023 | 16 |
Single Point Partners, LLC | 16 | 16 | 0.41% | 0.84% | 3.51% | Q4 2019 | Q3 2023 | 16 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 5 | 0.38% | 0.57% | 0.79% | Q4 2018 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.65% | 1.47% | 2.12% | Q4 2019 | Q3 2023 | 16 |
SHUFRO ROSE & CO LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 6 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 16 |
FSA Wealth Management LLC | 16 | 16 | 0.00% | 3.16% | 3.89% | Q4 2019 | Q3 2023 | 16 |
Meridian Financial Partners LLC | 16 | 16 | 0.51% | 2.68% | 5.79% | Q4 2018 | Q3 2022 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 1.35% | 2.23% | 4.13% | Q4 2019 | Q3 2023 | 16 |
SCOTIA CAPITAL INC. | 11 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 9 | 7 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.50% | 0.63% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 15 | 15 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 4.33% | 5.79% | 6.54% | Q4 2019 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Blueprint Investment Partners LLC | 15 | 15 | 0.10% | 1.96% | 4.56% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Verus Financial Partners, Inc. | 12 | 3 | 0.88% | 7.00% | 9.74% | Q4 2019 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.00% | 2.27% | 2.87% | Q1 2019 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q4 2016 | 15 |
XML Financial, LLC | 15 | 15 | 0.21% | 0.90% | 2.03% | Q1 2020 | Q3 2023 | 15 |
KEMPER Corp | 15 | 15 | 8.12% | 15.21% | 38.59% | Q3 2018 | Q1 2022 | 15 |
Financial Architects, Inc | 9 | 2 | 0.00% | 0.66% | 0.95% | Q2 2018 | Q2 2023 | 15 |
JONES FINANCIAL COMPANIES LLLP | 15 | 15 | 0.04% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.06% | 1.70% | 2.60% | Q4 2016 | Q2 2020 | 15 |
Round Table Services, LLC | 15 | 15 | 0.16% | 0.38% | 0.65% | Q4 2018 | Q2 2022 | 15 |
SIMON QUICK ADVISORS, LLC | 15 | 15 | 0.01% | 0.20% | 0.80% | Q1 2017 | Q3 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.01% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 10 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 1 | 0.03% | 0.08% | 0.17% | Q2 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q1 2022 | 15 |
Bogart Wealth, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Betterment LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
AlphaCore Capital LLC | 10 | 5 | 5.00% | 16.57% | 26.24% | Q4 2019 | Q3 2023 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 15 |
Sunbelt Securities, Inc. | 10 | 2 | 0.02% | 0.20% | 0.51% | Q1 2018 | Q3 2023 | 15 |
BRIGHTON JONES LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Corrigan Financial, Inc. | 15 | 15 | 5.34% | 7.60% | 10.49% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q2 2022 | 15 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.07% | 0.24% | 0.79% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.02% | 0.08% | 0.70% | Q2 2020 | Q3 2023 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 14 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q1 2020 | 14 |
Global Strategic Investment Solutions, LLC | 14 | 14 | 0.06% | 0.24% | 0.39% | Q2 2020 | Q3 2023 | 14 |
SWS Partners | 5 | 1 | 0.23% | 0.80% | 1.29% | Q1 2018 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 9 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Ullmann Wealth Partners Group, LLC | 14 | 14 | 3.78% | 5.40% | 6.72% | Q2 2020 | Q3 2023 | 14 |
St. Louis Trust Co | 14 | 14 | 1.03% | 1.70% | 2.26% | Q2 2020 | Q3 2023 | 14 |
Willow Creek Wealth Management Inc. | 14 | 14 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Mengis Capital Management, Inc. | 14 | 14 | 0.07% | 0.10% | 0.16% | Q1 2019 | Q2 2022 | 14 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.02% | 0.21% | Q1 2013 | Q3 2020 | 14 |
Lenox Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
MAI Capital Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.49% | 0.80% | 1.29% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 7 | 2 | 0.02% | 0.13% | 0.29% | Q1 2017 | Q3 2023 | 14 |
Realta Investment Advisors | 10 | 4 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 14 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 1.78% | 2.78% | 3.99% | Q4 2019 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.08% | 0.24% | 0.37% | Q2 2020 | Q3 2023 | 14 |
First Ascent Asset Management, LLC | 14 | 14 | 0.86% | 2.90% | 7.29% | Q2 2020 | Q3 2023 | 14 |
Hardy Reed LLC | 14 | 14 | 1.30% | 13.90% | 17.19% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 1.33% | 1.87% | 2.37% | Q3 2020 | Q4 2023 | 14 |
Benchmark Financial Wealth Advisors, LLC | 14 | 14 | 0.37% | 3.65% | 6.04% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 10 | 1 | 0.00% | 0.07% | 0.33% | Q4 2018 | Q3 2023 | 14 |
HOWE & RUSLING INC | 11 | 1 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 14 |
Csenge Advisory Group | 7 | 1 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 14 |
Tanglewood Wealth Management, Inc. | 13 | 13 | 0.12% | 8.05% | 15.44% | Q4 2018 | Q4 2021 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Human Investing LLC | 12 | 1 | 0.05% | 0.28% | 0.38% | Q4 2018 | Q1 2022 | 13 |
IAG Wealth Partners, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.03% | 0.11% | 0.19% | Q3 2019 | Q3 2022 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 13 |
RKL Wealth Management LLC | 7 | 1 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q4 2021 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.12% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Acorns Advisers, LLC | 13 | 13 | 21.62% | 22.36% | 23.09% | Q3 2020 | Q3 2023 | 13 |
DT Investment Partners, LLC | 13 | 13 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Summit X, LLC | 13 | 13 | 0.00% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Gray Wealth Management Inc. | 13 | 13 | 0.18% | 0.21% | 0.24% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q4 2016 | 13 |
PrairieView Partners, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.11% | 0.24% | 0.36% | Q4 2020 | Q4 2023 | 13 |
CALTON & ASSOCIATES, INC. | 13 | 13 | 0.06% | 0.58% | 0.98% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Strategic Wealth Partners Group, LLC | 9 | 4 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 13 | 13 | 0.78% | 1.04% | 1.47% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 11 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 13 |
Tarbox Family Office, Inc. | 13 | 13 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.18% | 0.94% | 1.29% | Q2 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 13 |
WADDELL & ASSOCIATES, LLC | 13 | 13 | 3.61% | 7.32% | 10.50% | Q3 2020 | Q3 2023 | 13 |
Almanack Investment Partners, LLC. | 13 | 13 | 0.04% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Shamrock Asset Management LLC | 12 | 12 | 0.04% | 5.64% | 10.35% | Q4 2016 | Q3 2019 | 12 |
Newton One Investments LLC | 12 | 12 | 2.83% | 3.65% | 5.16% | Q4 2020 | Q3 2023 | 12 |
QCI ASSET MANAGEMENT INC/NY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.21% | 0.65% | Q4 2014 | Q3 2017 | 12 |
Crescent Grove Advisors, LLC | 12 | 12 | 0.03% | 0.23% | 0.50% | Q4 2020 | Q3 2023 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 0.40% | 6.36% | 13.64% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.65% | 1.57% | 3.00% | Q4 2020 | Q3 2023 | 12 |
Stadion Money Management, LLC | 12 | 12 | 0.02% | 1.26% | 4.30% | Q3 2016 | Q2 2019 | 12 |
ACCESS FINANCIAL SERVICES, INC. | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.38% | 0.46% | 0.72% | Q4 2018 | Q3 2021 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.01% | 0.57% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 4.41% | 5.32% | 5.82% | Q4 2020 | Q3 2023 | 12 |
Northwest Capital Management Inc | 9 | 3 | 0.08% | 0.26% | 1.23% | Q1 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.79% | 1.48% | 2.50% | Q4 2020 | Q3 2023 | 12 |
First Heartland Consultants, Inc. | 7 | 1 | 0.01% | 0.07% | 0.21% | Q2 2017 | Q4 2022 | 12 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.15% | 0.26% | Q2 2017 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 8 | 1 | 0.00% | 0.17% | 0.90% | Q4 2019 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 12 | 12 | 0.21% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.13% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
GM Advisory Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.10% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 3.85% | 4.50% | 5.14% | Q4 2020 | Q3 2023 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 12 | 0.48% | 0.81% | 1.15% | Q1 2017 | Q4 2019 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 12 |
Stone House Investment Management, LLC | 4 | 1 | 0.93% | 4.32% | 6.52% | Q1 2019 | Q3 2023 | 12 |
Canton Hathaway, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.11% | 0.68% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.85% | 1.50% | 2.18% | Q4 2020 | Q3 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.47% | 1.46% | 8.39% | Q4 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.24% | 0.47% | 0.69% | Q1 2017 | Q4 2019 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 2.78% | 3.72% | 4.51% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 2.76% | 3.49% | 4.19% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.88% | 1.14% | 1.96% | Q4 2020 | Q3 2023 | 12 |
O'Dell Group, LLC | 8 | 1 | 0.00% | 0.10% | 0.20% | Q2 2019 | Q2 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 12 | 0.12% | 0.24% | 0.39% | Q2 2018 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
EPG Wealth Management LLC | 12 | 12 | 0.04% | 0.16% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Sara-Bay Financial | 10 | 1 | 0.08% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.92% | 1.25% | 1.79% | Q4 2020 | Q3 2023 | 12 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 11 |
CADINHA & CO LLC | 11 | 11 | 0.06% | 0.94% | 3.10% | Q2 2017 | Q4 2019 | 11 |
Cooper Financial Group | 11 | 11 | 0.09% | 0.36% | 0.82% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.48% | 0.75% | 1.25% | Q4 2020 | Q2 2023 | 11 |
BIEGEL & WALLER LLC | 11 | 11 | 0.30% | 8.49% | 11.56% | Q1 2017 | Q3 2019 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Larson Financial Group LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
DOHJ, LLC | 7 | 4 | 0.14% | 1.64% | 4.66% | Q4 2020 | Q3 2023 | 11 |
Brightworth | 11 | 11 | 16.36% | 17.74% | 19.19% | Q1 2020 | Q3 2022 | 11 |
Insight Folios Inc | 8 | 3 | 0.11% | 0.31% | 0.46% | Q2 2020 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.20% | 0.96% | 1.69% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Mandatum Life Insurance Co Ltd | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2021 | 11 |
BANK OF NOVA SCOTIA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.07% | 0.08% | 0.10% | Q1 2014 | Q1 2017 | 11 |
ADVISORS MANAGEMENT GROUP INC /ADV | 11 | 11 | 0.20% | 0.24% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Stokes & Hubbell Capital Management, LLC | 11 | 11 | 0.22% | 0.49% | 0.84% | Q3 2016 | Q1 2019 | 11 |
COMMERCE BANK | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.22% | 4.32% | 15.20% | Q1 2021 | Q3 2023 | 11 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 3 | 0.09% | 0.20% | 0.36% | Q4 2013 | Q4 2019 | 11 |
Cerity Partners LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
MCF Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Tillar-Wenstrup Advisors, LLC | 11 | 11 | 1.24% | 2.24% | 3.06% | Q4 2016 | Q2 2019 | 11 |
Hayden Royal, LLC | 11 | 11 | 0.17% | 0.41% | 0.89% | Q4 2018 | Q2 2021 | 11 |
Silicon Hills Wealth Management, LLC | 11 | 11 | 0.21% | 0.47% | 0.91% | Q4 2019 | Q2 2022 | 11 |
ROCKLAND TRUST CO | 11 | 11 | 0.16% | 0.22% | 0.27% | Q3 2019 | Q1 2022 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.02% | 0.17% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Zhang Financial LLC | 11 | 11 | 0.14% | 0.25% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 10 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.14% | 0.21% | 0.26% | Q4 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.07% | 0.10% | 0.18% | Q4 2017 | Q2 2020 | 11 |
Icon Wealth Partners, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.13% | 0.18% | 0.22% | Q4 2017 | Q1 2020 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.04% | 0.11% | 0.17% | Q4 2019 | Q1 2022 | 10 |
Tranquility Partners, LLC | 7 | 3 | 0.11% | 0.17% | 0.26% | Q2 2019 | Q2 2022 | 10 |
Snider Financial Group | 10 | 10 | 0.36% | 0.59% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Morningstar Investment Services LLC | 10 | 10 | 0.02% | 0.32% | 0.52% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.05% | 0.30% | Q4 2019 | Q3 2023 | 10 |
Empirical Finance, LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2023 | 10 |
Berkshire Bank | 10 | 10 | 0.08% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Epstein & White Financial LLC | 10 | 10 | 0.12% | 0.41% | 0.53% | Q1 2019 | Q2 2021 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 10 |
ARS Investment Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
MOTCO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.58% | 3.48% | 6.84% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
FOSTER DYKEMA CABOT & CO INC/MA | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2021 | 10 |
Tiller Private Wealth, Inc. | 10 | 10 | 1.44% | 11.03% | 14.95% | Q2 2021 | Q3 2023 | 10 |
Abundance Wealth Counselors | 5 | 1 | 0.04% | 1.38% | 2.44% | Q4 2018 | Q3 2023 | 10 |
Intelligence Driven Advisers, LLC | 10 | 10 | 0.10% | 0.77% | 1.27% | Q2 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.06% | 0.10% | Q1 2017 | Q2 2022 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 1 | 0.02% | 0.31% | 0.59% | Q1 2020 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
Newman & Schimel, LLC | 9 | 9 | 11.07% | 18.15% | 24.75% | Q4 2020 | Q4 2022 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 0.38% | 0.89% | 1.59% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 9 |
Procyon Advisors, LLC | 9 | 9 | 0.16% | 0.27% | 0.37% | Q3 2021 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 8 | 1 | 0.01% | 0.14% | 0.64% | Q4 2019 | Q3 2023 | 9 |
Colonial Trust Advisors | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Advisory Resource Group | 9 | 9 | 0.65% | 1.41% | 2.15% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Financial Enhancement Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 1.28% | 1.67% | 2.16% | Q3 2021 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.00% | 0.12% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Patriot Wealth Management, Inc. | 9 | 9 | 9.33% | 10.06% | 11.04% | Q4 2016 | Q4 2018 | 9 |
TNF LLC | 9 | 9 | 0.24% | 0.25% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.18% | 0.35% | 1.08% | Q1 2020 | Q1 2022 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.68% | 1.19% | 2.92% | Q3 2021 | Q3 2023 | 9 |
Savant Capital, LLC | 9 | 9 | 0.02% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 5.35% | 6.33% | 7.17% | Q4 2017 | Q4 2019 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Beirne Wealth Consulting Services, LLC | 6 | 3 | 0.13% | 0.22% | 0.33% | Q1 2019 | Q3 2023 | 9 |
Canvas Wealth Advisors, LLC | 9 | 9 | 0.12% | 0.93% | 1.66% | Q1 2021 | Q1 2023 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Hartford Financial Management Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.13% | 0.85% | Q3 2015 | Q4 2022 | 9 |
M Holdings Securities, Inc. | 9 | 9 | 0.05% | 0.15% | 0.32% | Q1 2017 | Q1 2019 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.06% | 0.22% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.10% | 0.16% | Q2 2021 | Q2 2023 | 9 |
ESL Trust Services, LLC | 9 | 9 | 0.09% | 13.43% | 18.66% | Q4 2019 | Q4 2021 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2020 | 9 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2019 | 9 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
55I, LLC | 8 | 8 | 0.02% | 0.10% | 0.25% | Q4 2020 | Q3 2022 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.43% | 0.55% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.25% | 0.34% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.78% | 1.43% | 1.95% | Q4 2017 | Q3 2019 | 8 |
Summit Wealth Group, LLC | 4 | 4 | 0.06% | 0.58% | 2.18% | Q1 2021 | Q3 2023 | 8 |
IMA Wealth, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2020 | 8 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 3 | 0.07% | 0.45% | 1.19% | Q4 2019 | Q4 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.31% | 0.39% | 0.49% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.68% | 0.85% | 1.02% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.06% | 0.22% | 0.32% | Q4 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 2.10% | 5.65% | 8.48% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 1.31% | 2.72% | 4.25% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Capital Wealth Alliance, LLC | 6 | 2 | 0.47% | 0.66% | 0.78% | Q4 2019 | Q2 2022 | 8 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Renasant Bank | 8 | 8 | 0.28% | 0.75% | 1.44% | Q1 2021 | Q4 2022 | 8 |
GDS Wealth Management | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
ALESCO ADVISORS LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.45% | 0.57% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Blue Edge Capital, LLC | 8 | 8 | 0.24% | 0.47% | 0.53% | Q4 2021 | Q3 2023 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 8 | 0.07% | 0.22% | 0.41% | Q2 2017 | Q1 2019 | 8 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2019 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.23% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.59% | 0.70% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 0.27% | 1.36% | 4.89% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.10% | 0.14% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.38% | 0.45% | 0.50% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 7.97% | 9.38% | 11.42% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 1.02% | 1.30% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Linscomb & Williams, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.31% | 0.44% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.13% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 1.10% | 1.51% | 2.16% | Q4 2018 | Q2 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.61% | 0.67% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.39% | 0.80% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.90% | 0.97% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.29% | 0.80% | 1.44% | Q2 2020 | Q1 2022 | 8 |
Dakota Wealth Management | 8 | 8 | 0.01% | 0.27% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 6 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q1 2022 | 7 |
BOKF, NA | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 7 |
PFM Asset Management LLC | 7 | 7 | 4.15% | 5.45% | 7.16% | Q1 2020 | Q3 2021 | 7 |
NATIONAL PLANNING CORP | 5 | 1 | 0.00% | 0.10% | 0.18% | Q4 2014 | Q3 2017 | 7 |
Benedetti & Gucer, Inc. | 5 | 2 | 0.12% | 0.20% | 0.38% | Q2 2021 | Q1 2023 | 7 |
IRONWOOD WEALTH MANAGEMENT, INC. | 7 | 7 | 2.98% | 6.26% | 7.27% | Q4 2020 | Q2 2022 | 7 |
HILLTOP WEALTH ADVISORS, LLC | 5 | 2 | 0.14% | 0.25% | 0.61% | Q4 2019 | Q1 2022 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.29% | 0.35% | 0.38% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Confluence Wealth Services, Inc. | 6 | 1 | 0.02% | 0.14% | 0.43% | Q4 2021 | Q3 2023 | 7 |
Armbruster Capital Management, Inc. | 7 | 7 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q1 2018 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.58% | 0.71% | 0.85% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Legacy Wealth Management, Inc | 5 | 1 | 0.01% | 10.06% | 18.75% | Q4 2013 | Q4 2018 | 7 |
Magnolia Wealth Management, LLC | 4 | 3 | 9.00% | 9.62% | 10.18% | Q4 2021 | Q3 2023 | 7 |
American Financial Network Advisory Services LLC | 7 | 7 | 1.11% | 6.31% | 13.31% | Q1 2018 | Q3 2019 | 7 |
BARCLAYS PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
Family Management Corp | 7 | 7 | 0.62% | 1.03% | 1.27% | Q4 2018 | Q2 2020 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 7 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 7 | 7 | 1.65% | 6.03% | 7.55% | Q2 2022 | Q4 2023 | 7 |
AMI INVESTMENT MANAGEMENT INC | 7 | 7 | 0.14% | 0.16% | 0.17% | Q2 2018 | Q4 2019 | 7 |
Ironwood Financial, llc | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Source Financial Advisors LLC | 4 | 3 | 0.18% | 0.93% | 1.99% | Q2 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Truadvice, LLC | 3 | 2 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q2 2023 | 7 |
Wick Capital Partners, LLC | 4 | 3 | 7.68% | 9.49% | 13.87% | Q4 2021 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CIGNA INVESTMENTS INC /NEW | 7 | 7 | 0.77% | 1.38% | 1.62% | Q4 2021 | Q2 2023 | 7 |
Advisor OS, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 4 | 3 | 0.07% | 0.25% | 0.79% | Q4 2021 | Q3 2023 | 7 |
INVESTMENT PARTNERS, LTD. | 6 | 1 | 0.17% | 0.25% | 0.33% | Q4 2016 | Q3 2018 | 7 |
RBF Capital, LLC | 4 | 3 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 7 |
HM PAYSON & CO | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.10% | 6.87% | 14.56% | Q4 2017 | Q2 2019 | 7 |
MISSION WEALTH MANAGEMENT, LP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 7 |
Sterling Investment Counsel, LLC | 7 | 7 | 0.18% | 0.29% | 0.38% | Q1 2022 | Q3 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 7 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Element Wealth, LLC | 7 | 7 | 0.08% | 0.56% | 1.10% | Q1 2022 | Q3 2023 | 7 |
ALERUS FINANCIAL NA | 6 | 6 | 5.17% | 5.56% | 6.81% | Q2 2022 | Q3 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.36% | 2.33% | 3.72% | Q2 2022 | Q3 2023 | 6 |
Waverly Advisors, LLC | 5 | 1 | 0.02% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 6 |
Wedmont Private Capital | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 4 | 2 | 0.01% | 0.16% | 0.74% | Q4 2021 | Q3 2023 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.04% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Amica Retiree Medical Trust | 6 | 6 | 0.18% | 0.34% | 0.67% | Q2 2022 | Q3 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Capital Advisors Wealth Management, LLC | 6 | 6 | 0.12% | 0.16% | 0.18% | Q1 2022 | Q2 2023 | 6 |
PENOBSCOT WEALTH MANAGEMENT | 6 | 6 | 2.26% | 3.12% | 4.74% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 2.60% | 3.74% | 4.48% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
WEALTHSOURCE PARTNERS, LLC | 4 | 2 | 0.02% | 1.00% | 2.65% | Q2 2019 | Q4 2021 | 6 |
AdvicePeriod, LLC | 6 | 6 | 0.17% | 0.18% | 0.20% | Q1 2020 | Q2 2021 | 6 |
Kohmann Bosshard Financial Services, LLC | 4 | 2 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.17% | 1.62% | 2.92% | Q1 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 6 |
New England Investment & Retirement Group, Inc. | 5 | 1 | 0.04% | 0.12% | 0.16% | Q2 2018 | Q1 2020 | 6 |
Prostatis Group LLC | 5 | 1 | 0.02% | 0.43% | 0.70% | Q4 2020 | Q2 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.42% | 0.81% | 1.06% | Q2 2022 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 6 |
Aspire Wealth Management Corp | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 6 |
Sharkey, Howes & Javer | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.21% | 0.32% | 0.50% | Q2 2022 | Q3 2023 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.02% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 6 |
MA Private Wealth | 6 | 6 | 0.59% | 0.74% | 0.89% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.09% | 0.17% | Q2 2022 | Q3 2023 | 6 |
CHATHAM CAPITAL GROUP, INC. | 6 | 6 | 0.37% | 0.43% | 0.56% | Q2 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.01% | 0.21% | 0.25% | Q3 2018 | Q1 2023 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.83% | 1.12% | 1.30% | Q1 2021 | Q2 2022 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.23% | 0.30% | 0.42% | Q2 2022 | Q3 2023 | 6 |
HARVEST CAPITAL MANAGEMENT INC | 6 | 6 | 3.60% | 7.06% | 11.14% | Q1 2018 | Q2 2019 | 6 |
FIFTH THIRD SECURITIES, INC. | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.03% | 0.10% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Retirement Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.38% | 0.49% | 0.74% | Q2 2017 | Q2 2018 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
NorthRock Partners, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.51% | 0.63% | 0.73% | Q1 2020 | Q1 2021 | 5 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.01% | 0.07% | 0.14% | Q3 2018 | Q4 2021 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 1.13% | 1.22% | 1.42% | Q3 2022 | Q3 2023 | 5 |
CLIENT 1ST ADVISORY GROUP, LLC | 5 | 5 | 0.13% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 4.41% | 4.94% | 5.27% | Q3 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Aveo Capital Partners, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Lutz Financial Services LLC | 4 | 1 | 0.10% | 0.11% | 0.12% | Q3 2018 | Q1 2020 | 5 |
Van Cleef Asset Management,Inc | 5 | 5 | 0.28% | 0.29% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Omega Financial Group, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q4 2019 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.50% | 0.57% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 4 | 1 | 0.00% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 5 |
Forward Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.02% | 0.04% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
NATIXIS ADVISORS, L.P. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 5 |
ENZI WEALTH | 5 | 5 | 0.26% | 0.48% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 4 | 1 | 0.14% | 0.17% | 0.25% | Q1 2022 | Q3 2023 | 5 |
Graypoint LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.40% | 0.52% | 0.66% | Q2 2022 | Q2 2023 | 5 |
ADVOCATE GROUP LLC | 4 | 1 | 0.24% | 0.37% | 0.42% | Q2 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2016 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 5 |
Heritage Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
VERITY Wealth Advisors | 5 | 5 | 0.41% | 0.45% | 0.58% | Q4 2022 | Q4 2023 | 5 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.57% | 0.73% | Q2 2022 | Q3 2023 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q3 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 5.02% | 5.38% | 5.81% | Q1 2022 | Q1 2023 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.25% | 0.33% | 0.37% | Q2 2021 | Q2 2022 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.13% | 0.21% | Q4 2017 | Q1 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.02% | 0.05% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Columbus Macro, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.27% | 0.40% | 0.67% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.52% | 0.62% | 0.77% | Q4 2022 | Q3 2023 | 4 |
RTD Financial Advisors, Inc. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 4 |
CBIZ Investment Advisory Services, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 1.89% | 1.95% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Roundview Capital LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.46% | 0.66% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Pallas Capital Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
SWMG, LLC | 4 | 4 | 2.69% | 3.19% | 3.76% | Q3 2022 | Q2 2023 | 4 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 4 | 4 | 0.64% | 0.73% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 6.10% | 6.32% | 6.56% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.49% | 0.79% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Modera Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 1.02% | 1.10% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.63% | 2.19% | 4.29% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.15% | 0.21% | 0.36% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q3 2022 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.35% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 1 | 0.03% | 0.10% | 0.26% | Q4 2018 | Q4 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.18% | 2.84% | 3.81% | Q4 2021 | Q3 2022 | 4 |
Breakwater Capital Group | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.16% | 0.31% | Q4 2021 | Q3 2022 | 4 |
TBH Global Asset Management, LLC | 2 | 1 | 0.16% | 2.65% | 5.51% | Q4 2019 | Q4 2022 | 4 |
WESBANCO BANK INC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q1 2018 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.02% | 0.20% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 0.31% | 7.71% | 10.36% | Q1 2019 | Q4 2019 | 4 |
PROFFITT & GOODSON INC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.87% | 4.20% | 5.74% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 3.64% | 5.46% | 10.22% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Ashburton (Jersey) Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Standpoint Asset Management, LLC | 4 | 4 | 9.11% | 9.21% | 9.29% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 1.37% | 4.24% | 8.36% | Q4 2022 | Q3 2023 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 1.85% | 2.96% | Q1 1987 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.27% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.76% | 0.98% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Madison Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.31% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.18% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q1 2017 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 1.26% | 1.84% | 2.13% | Q3 2021 | Q2 2022 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 5.27% | 6.34% | 6.97% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q1 2021 | 4 |
ACAS, LLC | 4 | 4 | 0.27% | 0.31% | 0.35% | Q1 2021 | Q4 2021 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.66% | 0.96% | 1.29% | Q4 2022 | Q3 2023 | 4 |
Red Wave Investments LLC | 4 | 4 | 0.31% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
DRW Securities, LLC | 2 | 1 | 0.06% | 0.18% | 0.38% | Q4 2019 | Q1 2022 | 4 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Smithfield Trust Co | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.55% | 1.19% | 1.73% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 2.88% | 3.06% | 3.18% | Q4 2022 | Q3 2023 | 4 |
OLIO Financial Planning | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2021 | Q3 2022 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2019 | Q3 2020 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Essex Savings Bank | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Verum Partners LLC | 4 | 4 | 0.91% | 1.91% | 2.49% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 4 | 4 | 0.44% | 1.52% | 2.47% | Q4 2020 | Q3 2021 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.31% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Williams Jones Wealth Management, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.07% | 0.48% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.82% | 0.87% | 0.96% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.15% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Atlantic Private Wealth, LLC | 3 | 1 | 0.04% | 0.19% | 0.26% | Q4 2021 | Q1 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q1 2020 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.28% | 0.75% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
ForthRight Wealth Management, LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CEDAR HILL ASSOCIATES, LLC | 3 | 3 | 0.27% | 0.65% | 0.92% | Q2 2018 | Q4 2018 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.50% | 0.53% | 0.56% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.38% | 3.91% | 5.85% | Q1 2023 | Q3 2023 | 3 |
Cypress Capital Group | 3 | 3 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Gibson Capital, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Regent Peak Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
FLC Capital Advisors | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.04% | 0.75% | 1.91% | Q4 2022 | Q2 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Wealthstream Advisors, Inc. | 3 | 3 | 0.27% | 0.28% | 0.28% | Q4 2021 | Q2 2022 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
R. W. Roge & Company, Inc. | 3 | 3 | 3.94% | 5.23% | 5.97% | Q1 2023 | Q3 2023 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q1 2020 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Sterling Group Wealth Management, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Wealth CMT | 2 | 1 | 2.38% | 4.01% | 6.96% | Q3 2022 | Q2 2023 | 3 |
FORBES J M & CO LLP | 3 | 3 | 1.45% | 1.51% | 1.56% | Q1 2018 | Q3 2018 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 3 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAHILL FINANCIAL ADVISORS INC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.50% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 3 |
Congress Wealth Management LLC / DE / | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q2 2022 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
HCR Wealth Advisors | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 3 |
MAYPORT, LLC | 3 | 3 | 0.34% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 3.37% | 3.62% | 3.91% | Q1 2021 | Q3 2021 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.34% | 0.40% | 0.44% | Q2 2022 | Q4 2022 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 2.05% | 2.24% | 2.35% | Q4 2020 | Q2 2021 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 3 |
Sandy Cove Advisors, LLC | 3 | 3 | 1.32% | 1.52% | 1.78% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.09% | 0.15% | 0.24% | Q4 2019 | Q2 2020 | 3 |
Meridian Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q2 2019 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MILESTONE ASSET MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LVZ, Inc. | 3 | 3 | 0.27% | 0.34% | 0.42% | Q2 2018 | Q4 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.38% | 0.42% | 0.46% | Q1 2023 | Q3 2023 | 3 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q2 2019 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 0.96% | 2.35% | 3.73% | Q4 2021 | Q1 2022 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.71% | 1.43% | 2.14% | Q4 2021 | Q1 2022 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.57% | 0.87% | 1.18% | Q2 2022 | Q3 2022 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.19% | 0.38% | Q3 2018 | Q4 2022 | 2 |
Beta Wealth Group, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2020 | Q1 2021 | 2 |
True Capital Management | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q1 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.03% | 0.71% | 1.39% | Q4 2021 | Q4 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WC Walker & Associates, Inc. | 2 | 2 | 0.80% | 0.92% | 1.04% | Q3 2022 | Q4 2022 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Armor Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
JGP Wealth Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q4 2018 | Q1 2019 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.61% | 0.64% | 0.67% | Q2 2023 | Q3 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.23% | 1.15% | 2.07% | Q4 2019 | Q1 2020 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 0.56% | 0.57% | 0.58% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
COWA, LLC | 2 | 2 | 0.03% | 0.37% | 0.72% | Q4 2020 | Q1 2021 | 2 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.58% | 1.62% | 2.67% | Q2 2019 | Q4 2019 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 2.56% | 2.60% | 2.64% | Q2 2023 | Q3 2023 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Disciplina Capital Management LLC | 2 | 2 | 18.76% | 26.75% | 34.73% | Q4 2018 | Q1 2019 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Stone Asset Management Inc. | 2 | 2 | 1.49% | 1.51% | 1.52% | Q1 2022 | Q2 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Financial Advisors, LLC | 2 | 2 | 15.10% | 16.58% | 18.07% | Q4 2018 | Q1 2019 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 1.20% | 2.54% | 3.89% | Q4 2021 | Q1 2022 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 0.38% | 1.01% | 1.65% | Q4 2021 | Q1 2022 | 2 |
Horizon Investments, LLC | 2 | 2 | 1.76% | 4.56% | 7.36% | Q4 2021 | Q1 2022 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 1.09% | 2.99% | 4.89% | Q4 2021 | Q1 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q3 2015 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
F3Logic, LLC | 2 | 2 | 0.51% | 0.57% | 0.64% | Q1 2018 | Q2 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Shoker Investment Counsel, Inc. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Global Beta Advisors LLC | 2 | 2 | 35.47% | 35.62% | 35.76% | Q4 2019 | Q1 2020 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ascension Capital Advisors, Inc. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.08% | 0.38% | 0.68% | Q4 2015 | Q2 2019 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.27% | 0.32% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Red Tortoise LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2021 | Q4 2022 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.20% | 2.27% | 4.34% | Q2 2022 | Q3 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 1.30% | 1.40% | 1.50% | Q1 2023 | Q2 2023 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.06% | 1.08% | 1.10% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.14% | 0.97% | 1.80% | Q2 2023 | Q3 2023 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2019 | Q2 2020 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2018 | Q3 2018 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthCare Investment Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2019 | Q2 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Systelligence, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2020 | Q3 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Apella Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Holistic Financial Partners | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2019 | Q1 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2022 | Q4 2022 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2019 | Q4 2019 | 1 |
Prosperitas Financial LLC | 1 | 1 | 4.53% | 4.53% | 4.53% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 5.47% | 5.47% | 5.47% | Q1 2018 | Q1 2018 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hudock, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
True North Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
Strid Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2022 | Q2 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Farmers National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2020 | Q3 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 4.32% | 4.32% | 4.32% | Q4 2018 | Q4 2018 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Goodman Financial Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Family Capital Trust Co | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Sigma Investment Management Co | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2018 | Q4 2018 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ERN LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kaye Capital Management | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q4 2018 | Q4 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 7.98% | 7.98% | 7.98% | Q3 2023 | Q3 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2022 | Q1 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
Upper Left Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2018 | Q1 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
JSF Financial, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.