Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.21% | Q2 2013 | Q3 2023 | 96 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 1.69% | 2.25% | Q4 2012 | Q3 2023 | 47 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.08% | 3.98% | 7.70% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 2.36% | 3.71% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 38 | 38 | 0.00% | 1.47% | 3.06% | Q2 2014 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NOTTINGHAM ADVISORS, INC. | 42 | 42 | 3.42% | 9.12% | 11.84% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.03% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.01% | 0.18% | Q2 2016 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.15% | 1.95% | 3.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.32% | 0.86% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.35% | 1.71% | 2.77% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.60% | 1.28% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.98% | 2.32% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.88% | 1.77% | 3.70% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.28% | 0.99% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 32 | 9 | 0.05% | 1.80% | 7.08% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.14% | 0.40% | Q3 2013 | Q3 2023 | 41 |
ASPIRIANT, LLC | 41 | 41 | 0.12% | 0.55% | 1.41% | Q3 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.05% | 0.31% | 0.76% | Q3 2013 | Q3 2023 | 41 |
TD Capital Management LLC | 27 | 14 | 0.00% | 0.53% | 1.97% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 28 | 13 | 0.01% | 1.08% | 1.64% | Q2 2013 | Q3 2023 | 41 |
FIRST HAWAIIAN BANK | 41 | 41 | 0.72% | 6.26% | 13.53% | Q3 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 41 | 41 | 0.05% | 0.66% | 1.16% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 41 | 41 | 0.00% | 0.87% | 1.89% | Q3 2013 | Q3 2023 | 41 |
Ancora Advisors LLC | 41 | 41 | 0.03% | 0.57% | 1.29% | Q3 2013 | Q3 2023 | 41 |
Ballentine Partners, LLC | 41 | 41 | 0.14% | 4.58% | 8.03% | Q3 2013 | Q3 2023 | 41 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 40 | 40 | 0.10% | 2.89% | 14.27% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 37 | 1 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 40 |
ASSETMARK, INC | 40 | 40 | 0.01% | 1.76% | 3.03% | Q4 2013 | Q3 2023 | 40 |
Colonial Trust Advisors | 40 | 40 | 0.16% | 0.65% | 1.71% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.01% | 13.14% | 19.94% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 33 | 1 | 0.00% | 0.10% | 0.34% | Q4 2012 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 39 | 39 | 0.00% | 0.27% | 1.05% | Q1 2014 | Q3 2023 | 39 |
PRIVATE TRUST CO NA | 39 | 39 | 0.09% | 0.36% | 0.69% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.10% | 0.48% | Q3 2013 | Q3 2023 | 39 |
Cambridge Investment Research Advisors, Inc. | 39 | 39 | 0.01% | 0.25% | 0.51% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.14% | 0.19% | 0.24% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.54% | 0.83% | 1.06% | Q1 2014 | Q3 2023 | 39 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.29% | 0.84% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 33 | 1 | 0.00% | 0.53% | 1.60% | Q3 2013 | Q3 2023 | 39 |
WHITTIER TRUST CO | 39 | 39 | 0.00% | 0.29% | 0.57% | Q1 2014 | Q3 2023 | 39 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 39 |
Courage Miller Partners, LLC | 39 | 39 | 0.20% | 0.55% | 0.67% | Q1 2014 | Q3 2023 | 39 |
LOGAN CAPITAL MANAGEMENT INC | 35 | 4 | 0.01% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 39 |
PLANNING ALTERNATIVES LTD /ADV | 39 | 39 | 0.09% | 0.77% | 1.68% | Q1 2014 | Q3 2023 | 39 |
Rehmann Capital Advisory Group | 23 | 15 | 0.11% | 3.24% | 5.57% | Q4 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.36% | 0.77% | Q3 2014 | Q3 2023 | 38 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 38 | 38 | 0.07% | 1.85% | 4.56% | Q2 2014 | Q3 2023 | 38 |
FineMark National Bank & Trust | 38 | 38 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Atria Investments, Inc | 38 | 38 | 0.10% | 1.29% | 2.62% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 38 | 38 | 0.02% | 0.70% | 1.48% | Q2 2014 | Q3 2023 | 38 |
GOFEN & GLOSSBERG LLC /IL/ | 38 | 38 | 0.08% | 0.22% | 0.32% | Q3 2013 | Q4 2022 | 38 |
SENTINEL TRUST CO LBA | 37 | 37 | 0.08% | 3.56% | 11.02% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.58% | 1.16% | Q4 2014 | Q3 2023 | 37 |
KEYBANK NATIONAL ASSOCIATION/OH | 37 | 37 | 0.01% | 2.17% | 3.75% | Q3 2014 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.00% | 0.42% | 1.04% | Q2 2014 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 37 | 37 | 0.23% | 1.33% | 4.48% | Q3 2014 | Q3 2023 | 37 |
BOSTON RESEARCH & MANAGEMENT INC | 37 | 37 | 0.17% | 1.23% | 1.68% | Q3 2014 | Q3 2023 | 37 |
Baystate Wealth Management LLC | 37 | 37 | 0.09% | 1.09% | 5.88% | Q3 2014 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.05% | 0.19% | Q3 2017 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 36 | 36 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 13.30% | 17.13% | 20.40% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 2.49% | 5.37% | 10.70% | Q4 2014 | Q3 2023 | 36 |
Modera Wealth Management, LLC | 36 | 36 | 0.31% | 2.02% | 5.18% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.04% | 0.17% | 0.27% | Q4 2014 | Q3 2023 | 36 |
CAPE COD FIVE CENTS SAVINGS BANK | 36 | 36 | 0.26% | 4.59% | 6.46% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.28% | 0.53% | 0.86% | Q4 2014 | Q3 2023 | 36 |
Regis Management CO LLC | 36 | 36 | 1.56% | 4.90% | 9.62% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 36 | 36 | 0.03% | 0.94% | 1.75% | Q4 2014 | Q3 2023 | 36 |
Regal Investment Advisors LLC | 13 | 1 | 0.01% | 0.36% | 0.66% | Q2 2013 | Q3 2023 | 36 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 36 |
ALESCO ADVISORS LLC | 36 | 36 | 0.05% | 11.04% | 14.89% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.32% | 0.70% | Q4 2013 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 2.57% | 5.30% | Q3 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.01% | 0.95% | 2.69% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.08% | 1.05% | 1.68% | Q4 2014 | Q3 2023 | 36 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36 | 36 | 0.02% | 0.14% | 0.49% | Q4 2014 | Q3 2023 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 36 | 36 | 0.01% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 36 |
WEBSTER BANK, N. A. | 36 | 36 | 0.46% | 0.84% | 1.07% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 2.26% | 4.29% | 5.42% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.49% | 1.07% | Q4 2014 | Q3 2023 | 36 |
FORVIS Wealth Advisors, LLC | 36 | 36 | 0.06% | 0.58% | 1.34% | Q4 2014 | Q3 2023 | 36 |
FOSTER DYKEMA CABOT & CO INC/MA | 36 | 36 | 1.63% | 6.44% | 8.75% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 22 | 13 | 0.00% | 1.53% | 4.87% | Q4 2014 | Q3 2023 | 35 |
Opus Capital Group, LLC | 35 | 35 | 0.04% | 2.37% | 4.53% | Q1 2015 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.18% | 0.74% | 1.70% | Q1 2015 | Q3 2023 | 35 |
MATHER GROUP, LLC. | 35 | 35 | 0.04% | 0.23% | 0.47% | Q1 2015 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 29 | 6 | 0.01% | 0.47% | 1.05% | Q3 2014 | Q3 2023 | 35 |
Crestwood Advisors Group, LLC | 35 | 35 | 0.82% | 3.32% | 7.54% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 2.12% | 3.82% | Q1 2015 | Q3 2023 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 2.52% | 6.17% | 8.25% | Q1 2015 | Q3 2023 | 35 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 35 | 35 | 0.04% | 0.27% | 2.19% | Q1 2015 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 34 | 1 | 0.00% | 0.96% | 1.78% | Q2 2014 | Q3 2023 | 35 |
CIBC Private Wealth Group, LLC | 13 | 9 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 34 |
VICUS CAPITAL | 23 | 11 | 0.12% | 6.01% | 12.18% | Q1 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 6 | 0.00% | 1.25% | 2.42% | Q1 2015 | Q3 2023 | 34 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 34 | 34 | 0.01% | 0.10% | 0.28% | Q2 2015 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.01% | 3.18% | 10.28% | Q2 2015 | Q3 2023 | 34 |
Archford Capital Strategies, LLC | 20 | 14 | 0.01% | 1.25% | 3.91% | Q3 2014 | Q3 2023 | 34 |
Veritable, L.P. | 27 | 7 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2023 | 34 |
PARK AVENUE SECURITIES LLC | 34 | 34 | 0.08% | 4.15% | 14.11% | Q2 2015 | Q3 2023 | 34 |
BAHL & GAYNOR INC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.38% | 0.83% | Q2 2015 | Q3 2023 | 34 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20 | 14 | 0.32% | 6.18% | 15.38% | Q1 2015 | Q3 2023 | 34 |
King Wealth Management Group | 34 | 34 | 0.42% | 0.86% | 1.81% | Q2 2015 | Q3 2023 | 34 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 34 | 34 | 0.44% | 5.47% | 8.42% | Q2 2015 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.15% | 0.71% | Q1 2014 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.03% | 0.42% | 0.64% | Q3 2015 | Q3 2023 | 33 |
Parsec Financial Management, Inc. | 33 | 33 | 0.11% | 0.30% | 0.64% | Q1 2015 | Q1 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.81% | 1.47% | Q3 2015 | Q3 2023 | 33 |
First Financial Bank - Trust Division | 33 | 33 | 0.07% | 4.45% | 8.60% | Q4 2015 | Q4 2023 | 33 |
Wealth Architects, LLC | 33 | 33 | 0.52% | 1.85% | 3.38% | Q3 2015 | Q3 2023 | 33 |
Alaska Permanent Capital Management | 33 | 33 | 4.34% | 12.30% | 18.92% | Q3 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 28 | 1 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 33 |
LINCOLN NATIONAL CORP | 33 | 33 | 0.02% | 0.11% | 0.23% | Q3 2015 | Q3 2023 | 33 |
Family Capital Trust Co | 33 | 33 | 2.40% | 3.08% | 4.58% | Q3 2015 | Q3 2023 | 33 |
Fort Point Capital Partners LLC | 33 | 33 | 0.56% | 2.36% | 5.24% | Q3 2015 | Q3 2023 | 33 |
Truepoint, Inc. | 33 | 33 | 0.19% | 2.67% | 6.32% | Q3 2015 | Q3 2023 | 33 |
Acropolis Investment Management, LLC | 33 | 33 | 0.09% | 1.45% | 2.33% | Q3 2015 | Q3 2023 | 33 |
Haverford Trust Co | 33 | 33 | 0.05% | 2.43% | 4.62% | Q3 2015 | Q3 2023 | 33 |
AXA S.A. | 33 | 33 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q3 2022 | 33 |
CIBC WORLD MARKET INC. | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
BOK Financial Private Wealth, Inc. | 30 | 3 | 0.09% | 0.78% | 3.87% | Q4 2014 | Q3 2023 | 33 |
COLONY GROUP LLC | 27 | 1 | 0.01% | 0.30% | 0.78% | Q3 2014 | Q3 2023 | 33 |
Wharton Business Group, LLC | 32 | 32 | 0.02% | 1.65% | 5.55% | Q4 2015 | Q3 2023 | 32 |
HERITAGE INVESTORS MANAGEMENT CORP | 32 | 32 | 0.03% | 0.37% | 0.62% | Q4 2015 | Q3 2023 | 32 |
Haverford Financial Services, Inc. | 32 | 32 | 0.09% | 0.22% | 0.39% | Q4 2015 | Q3 2023 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.06% | 1.72% | 9.54% | Q4 2015 | Q3 2023 | 32 |
FRONT BARNETT ASSOCIATES LLC | 32 | 32 | 0.12% | 0.39% | 0.65% | Q4 2015 | Q3 2023 | 32 |
ETF Portfolio Partners, Inc. | 32 | 32 | 0.38% | 0.86% | 2.44% | Q4 2015 | Q3 2023 | 32 |
Heritage Wealth Advisors | 32 | 32 | 0.18% | 3.04% | 6.41% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.34% | 0.87% | 1.70% | Q4 2015 | Q3 2023 | 32 |
Bartlett & Co. LLC | 16 | 16 | 0.01% | 1.17% | 2.67% | Q4 2015 | Q4 2023 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.09% | 0.46% | 1.09% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.08% | 1.81% | 2.70% | Q3 2015 | Q3 2023 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 6.84% | 10.07% | 14.71% | Q4 2015 | Q3 2023 | 32 |
Spectrum Management Group, LLC | 32 | 32 | 0.06% | 1.35% | 11.27% | Q4 2014 | Q3 2022 | 32 |
Lowe Wealth Advisors, LLC | 32 | 32 | 0.00% | 2.31% | 4.12% | Q1 2016 | Q4 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q4 2023 | 32 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 32 | 32 | 0.09% | 7.71% | 13.92% | Q4 2015 | Q3 2023 | 32 |
Simplicity Solutions, LLC | 32 | 32 | 0.03% | 0.42% | 2.87% | Q4 2015 | Q3 2023 | 32 |
FIRST FOUNDATION ADVISORS | 32 | 32 | 0.02% | 0.46% | 2.18% | Q4 2015 | Q3 2023 | 32 |
FRANKLIN RESOURCES INC | 32 | 32 | 0.00% | 0.10% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.82% | 1.78% | 2.56% | Q4 2015 | Q3 2023 | 32 |
PENINSULA ASSET MANAGEMENT INC | 32 | 32 | 1.41% | 1.84% | 2.18% | Q2 2015 | Q1 2023 | 32 |
Lenox Wealth Advisors, LLC | 32 | 32 | 0.04% | 4.25% | 14.88% | Q2 2014 | Q1 2022 | 32 |
MEEDER ASSET MANAGEMENT INC | 32 | 32 | 0.38% | 1.54% | 3.83% | Q4 2015 | Q3 2023 | 32 |
LGL PARTNERS, LLC | 32 | 32 | 0.21% | 2.03% | 4.43% | Q4 2015 | Q3 2023 | 32 |
MONETA GROUP INVESTMENT ADVISORS LLC | 32 | 32 | 1.10% | 1.63% | 2.68% | Q4 2015 | Q3 2023 | 32 |
Venturi Wealth Management, LLC | 32 | 32 | 0.04% | 3.02% | 8.15% | Q4 2015 | Q3 2023 | 32 |
Calamos Wealth Management LLC | 32 | 32 | 0.10% | 1.17% | 4.41% | Q4 2015 | Q3 2023 | 32 |
FIRST CITIZENS BANK & TRUST CO | 31 | 31 | 0.20% | 2.38% | 7.00% | Q1 2016 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 31 | 31 | 0.05% | 0.19% | 0.41% | Q1 2016 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.22% | 2.23% | 6.00% | Q1 2016 | Q3 2023 | 31 |
SIGMA INVESTMENT COUNSELORS INC | 31 | 31 | 0.08% | 0.98% | 1.37% | Q1 2016 | Q3 2023 | 31 |
Fragasso Group Inc. | 26 | 5 | 0.22% | 4.49% | 11.59% | Q3 2015 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.06% | 0.47% | 1.22% | Q4 2015 | Q3 2023 | 31 |
PEOPLES BANK /OH | 31 | 31 | 0.76% | 2.24% | 3.40% | Q1 2016 | Q3 2023 | 31 |
Schneider Downs Wealth Management Advisors, LP | 18 | 13 | 0.06% | 0.28% | 0.68% | Q4 2015 | Q3 2023 | 31 |
CAHILL FINANCIAL ADVISORS INC | 31 | 31 | 0.23% | 1.15% | 2.92% | Q1 2016 | Q3 2023 | 31 |
FFT WEALTH MANAGEMENT LLC | 31 | 31 | 0.46% | 3.31% | 10.06% | Q1 2016 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 31 | 31 | 0.01% | 0.08% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.39% | 0.78% | Q1 2016 | Q3 2023 | 31 |
Brookstone Capital Management | 31 | 31 | 0.05% | 0.57% | 2.06% | Q1 2016 | Q3 2023 | 31 |
Private Ocean, LLC | 18 | 13 | 0.01% | 0.05% | 0.32% | Q4 2015 | Q3 2023 | 31 |
MCF Advisors LLC | 24 | 7 | 0.13% | 2.48% | 4.49% | Q4 2015 | Q3 2023 | 31 |
Cranbrook Wealth Management, LLC | 31 | 31 | 0.22% | 4.48% | 8.23% | Q1 2016 | Q3 2023 | 31 |
Capital Analysts, LLC | 29 | 1 | 0.00% | 4.81% | 7.84% | Q3 2014 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 15 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 31 |
GOULD ASSET MANAGEMENT LLC /CA/ | 29 | 2 | 0.08% | 0.23% | 0.63% | Q1 2015 | Q3 2023 | 31 |
DAVENPORT & Co LLC | 31 | 31 | 0.00% | 0.07% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Jaffetilchin Investment Partners, LLC | 28 | 2 | 0.07% | 0.27% | 1.72% | Q1 2014 | Q3 2023 | 30 |
FIFTH THIRD SECURITIES, INC. | 24 | 6 | 0.35% | 3.61% | 28.32% | Q1 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.17% | 0.65% | 1.21% | Q1 2016 | Q3 2023 | 30 |
StrategIQ Financial Group, LLC | 30 | 30 | 0.14% | 0.29% | 0.44% | Q2 2016 | Q3 2023 | 30 |
Balentine LLC | 30 | 30 | 0.03% | 6.18% | 28.06% | Q2 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.09% | 0.36% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.13% | 1.75% | 3.74% | Q2 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 21 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 26 | 4 | 0.00% | 0.38% | 1.98% | Q4 2014 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.02% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 29 | 1 | 0.00% | 0.05% | 0.23% | Q3 2015 | Q3 2023 | 30 |
HOWE & RUSLING INC | 29 | 1 | 0.00% | 0.22% | 0.49% | Q1 2016 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 30 | 30 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 30 |
SOL Capital Management CO | 30 | 30 | 0.07% | 0.22% | 0.31% | Q2 2016 | Q3 2023 | 30 |
INSIGHT 2811, INC. | 28 | 1 | 0.82% | 4.17% | 13.33% | Q2 2015 | Q3 2023 | 29 |
Cabot-Wellington, LLC | 29 | 29 | 1.10% | 28.15% | 38.79% | Q3 2016 | Q3 2023 | 29 |
Baltimore-Washington Financial Advisors, Inc. | 29 | 29 | 0.02% | 0.75% | 1.56% | Q4 2015 | Q4 2022 | 29 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 4 | 0.09% | 0.86% | 3.56% | Q4 2014 | Q3 2022 | 29 |
Efficient Advisors, LLC | 29 | 29 | 0.03% | 0.20% | 0.96% | Q3 2016 | Q3 2023 | 29 |
BESSEMER GROUP INC | 26 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 29 |
Bray Capital Advisors | 28 | 1 | 0.10% | 0.84% | 1.46% | Q3 2015 | Q3 2023 | 29 |
Evercore Wealth Management, LLC | 29 | 29 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.63% | 3.78% | 6.54% | Q1 2016 | Q4 2023 | 29 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Montecito Bank & Trust | 29 | 29 | 1.33% | 2.08% | 4.23% | Q4 2016 | Q4 2023 | 29 |
Choate Investment Advisors | 29 | 29 | 0.02% | 0.26% | 2.88% | Q3 2016 | Q3 2023 | 29 |
Waverly Advisors, LLC | 29 | 29 | 0.12% | 0.26% | 0.62% | Q3 2016 | Q3 2023 | 29 |
BANK OF HAWAII | 29 | 29 | 0.94% | 2.23% | 3.22% | Q3 2016 | Q3 2023 | 29 |
FMR LLC | 27 | 1 | 0.00% | 0.07% | 0.24% | Q2 2015 | Q3 2023 | 29 |
TOMPKINS FINANCIAL CORP | 19 | 10 | 0.02% | 0.90% | 2.00% | Q3 2016 | Q4 2023 | 29 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.03% | 0.04% | 0.08% | Q1 2017 | Q4 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 7.58% | 11.26% | 16.02% | Q4 2016 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 1.50% | 7.95% | 12.45% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.07% | 0.14% | 0.23% | Q4 2016 | Q3 2023 | 28 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
ANCHOR CAPITAL ADVISORS LLC | 24 | 4 | 0.01% | 0.01% | 0.13% | Q4 2015 | Q3 2023 | 28 |
CENTRAL BANK & TRUST CO | 28 | 28 | 0.03% | 0.14% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 3.09% | 4.32% | 5.31% | Q2 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 27 | 1 | 0.00% | 0.12% | 0.31% | Q1 2014 | Q3 2023 | 28 |
High Falls Advisors, Inc | 28 | 28 | 0.13% | 3.57% | 8.16% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.15% | 0.56% | 1.36% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.11% | 0.51% | 1.04% | Q4 2016 | Q3 2023 | 28 |
Diversified Trust Co | 28 | 28 | 0.05% | 0.75% | 2.70% | Q1 2017 | Q4 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.54% | 2.42% | 4.46% | Q4 2016 | Q3 2023 | 28 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 28 | 28 | 4.26% | 20.55% | 37.33% | Q4 2016 | Q3 2023 | 28 |
State of New Jersey Common Pension Fund D | 24 | 4 | 0.02% | 1.13% | 2.40% | Q3 2015 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 0.27% | 0.78% | 1.47% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.29% | 0.74% | Q4 2016 | Q3 2023 | 28 |
BINGHAM OSBORN & SCARBOROUGH LLC | 28 | 28 | 0.06% | 2.38% | 6.56% | Q4 2014 | Q3 2021 | 28 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 28 | 28 | 0.01% | 0.23% | 0.65% | Q4 2015 | Q3 2022 | 28 |
LCNB CORP | 28 | 28 | 2.75% | 5.93% | 7.10% | Q4 2016 | Q3 2023 | 28 |
BSW Wealth Partners | 28 | 28 | 4.25% | 9.37% | 17.69% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 27 | 1 | 0.02% | 0.22% | 0.57% | Q3 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.76% | 1.63% | Q4 2016 | Q3 2023 | 28 |
Sage Advisory Services, Ltd.Co. | 28 | 28 | 5.73% | 9.72% | 16.44% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.31% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.13% | 0.88% | 1.26% | Q4 2016 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 28 | 28 | 0.17% | 0.30% | 0.44% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 4.65% | 5.58% | 7.69% | Q4 2016 | Q3 2023 | 28 |
RKL Wealth Management LLC | 28 | 28 | 2.22% | 11.09% | 14.15% | Q4 2016 | Q3 2023 | 28 |
McNamara Financial Services, Inc. | 28 | 28 | 0.11% | 0.17% | 0.28% | Q4 2016 | Q3 2023 | 28 |
WEDBUSH SECURITIES INC | 26 | 1 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 28 |
SigFig Wealth Management, LLC | 28 | 28 | 2.96% | 4.39% | 7.84% | Q4 2016 | Q3 2023 | 28 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 23 | 5 | 0.00% | 2.27% | 5.48% | Q3 2013 | Q3 2023 | 28 |
Peak Financial Management, Inc. | 28 | 28 | 0.12% | 1.73% | 2.19% | Q4 2016 | Q3 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 28 | 28 | 0.00% | 0.09% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Oakworth Capital, Inc. | 17 | 2 | 0.00% | 7.18% | 14.20% | Q4 2015 | Q3 2023 | 28 |
MISSION WEALTH MANAGEMENT, LP | 28 | 28 | 0.68% | 5.79% | 12.72% | Q4 2016 | Q3 2023 | 28 |
Advisory Alpha, LLC | 28 | 28 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 28 | 28 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
CABOT WEALTH MANAGEMENT INC | 21 | 1 | 0.05% | 0.40% | 1.01% | Q4 2013 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.08% | 1.32% | 4.46% | Q1 2017 | Q3 2023 | 27 |
SPINNAKER TRUST | 27 | 27 | 0.26% | 2.93% | 8.49% | Q1 2017 | Q3 2023 | 27 |
Armbruster Capital Management, Inc. | 27 | 27 | 0.01% | 1.64% | 3.06% | Q1 2017 | Q3 2023 | 27 |
Wealthcare Advisory Partners LLC | 27 | 27 | 0.00% | 0.09% | 0.50% | Q1 2017 | Q3 2023 | 27 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 2 | 0.04% | 2.20% | 5.13% | Q4 2016 | Q3 2023 | 27 |
TRUST CO OF VIRGINIA /VA | 16 | 2 | 0.29% | 0.49% | 0.62% | Q2 2016 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Advocacy Wealth Management Services, LLC | 27 | 27 | 0.02% | 0.17% | 0.47% | Q1 2017 | Q3 2023 | 27 |
Radnor Capital Management, LLC | 25 | 2 | 0.06% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 24 | 1 | 0.00% | 0.12% | 1.12% | Q1 2015 | Q3 2023 | 27 |
MOTCO | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LEUTHOLD GROUP, LLC | 27 | 27 | 0.04% | 0.19% | 0.72% | Q1 2017 | Q3 2023 | 27 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 26 | 1 | 0.18% | 0.60% | 3.98% | Q4 2016 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.01% | 0.28% | 0.90% | Q1 2017 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 11 | 0.02% | 0.23% | 1.31% | Q4 2016 | Q3 2023 | 27 |
Cornerstone Wealth Management, LLC | 24 | 3 | 0.03% | 0.31% | 0.72% | Q4 2016 | Q3 2023 | 27 |
RiverFront Investment Group, LLC | 27 | 27 | 0.58% | 6.58% | 11.86% | Q1 2017 | Q3 2023 | 27 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.02% | 0.24% | 0.61% | Q1 2017 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 26 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 27 |
Merriman Wealth Management, LLC | 27 | 27 | 0.04% | 0.57% | 2.48% | Q1 2017 | Q3 2023 | 27 |
IndexIQ Advisors LLC | 27 | 27 | 0.00% | 0.23% | 0.99% | Q3 2015 | Q1 2022 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.53% | 1.93% | 3.26% | Q2 2015 | Q4 2021 | 27 |
LBMC INVESTMENT ADVISORS, LLC | 27 | 27 | 0.28% | 2.56% | 3.98% | Q1 2017 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.01% | 1.14% | 2.17% | Q1 2017 | Q3 2023 | 27 |
ALLSTATE CORP | 27 | 27 | 0.75% | 5.19% | 30.86% | Q2 2016 | Q4 2022 | 27 |
LVZ, Inc. | 19 | 8 | 0.17% | 5.92% | 13.95% | Q3 2016 | Q3 2023 | 27 |
Kovack Advisors, Inc. | 27 | 27 | 0.06% | 0.19% | 0.72% | Q1 2017 | Q3 2023 | 27 |
Versant Capital Management, Inc | 18 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q4 2023 | 27 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 27 | 0.01% | 0.23% | 0.50% | Q3 2015 | Q1 2022 | 27 |
Heritage Trust Co | 27 | 27 | 0.37% | 0.65% | 1.11% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.57% | 1.73% | 3.87% | Q4 2016 | Q3 2023 | 27 |
UMB Bank, n.a. | 27 | 27 | 0.01% | 0.91% | 1.69% | Q1 2017 | Q3 2023 | 27 |
Capital Advantage, Inc. | 16 | 11 | 2.89% | 6.51% | 9.59% | Q2 2015 | Q1 2022 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.20% | 0.42% | Q2 2015 | Q3 2023 | 27 |
TORONTO DOMINION BANK | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.19% | 0.52% | Q3 2014 | Q4 2021 | 27 |
REGIONS FINANCIAL CORP | 27 | 27 | 0.00% | 0.31% | 0.66% | Q1 2017 | Q3 2023 | 27 |
DEUTSCHE BANK AG\ | 23 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
Patten Group, Inc. | 26 | 26 | 0.43% | 0.93% | 1.90% | Q2 2017 | Q3 2023 | 26 |
Connecticut Wealth Management, LLC | 14 | 1 | 1.44% | 5.57% | 17.43% | Q4 2016 | Q3 2023 | 26 |
Cerity Partners LLC | 26 | 26 | 0.02% | 1.37% | 3.32% | Q2 2017 | Q3 2023 | 26 |
Fiera Capital Corp | 26 | 26 | 0.00% | 0.08% | 0.64% | Q2 2017 | Q3 2023 | 26 |
First Personal Financial Services | 26 | 26 | 0.01% | 0.28% | 1.87% | Q2 2017 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 26 | 26 | 0.02% | 0.50% | 1.36% | Q2 2017 | Q3 2023 | 26 |
Glenview Trust Co | 15 | 11 | 0.01% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 26 |
NATIXIS ADVISORS, L.P. | 26 | 26 | 0.01% | 0.04% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Grove Bank & Trust | 26 | 26 | 0.25% | 2.24% | 3.38% | Q2 2017 | Q3 2023 | 26 |
FARR MILLER & WASHINGTON LLC/DC | 18 | 8 | 0.09% | 0.44% | 0.58% | Q1 2015 | Q3 2021 | 26 |
Fusion Family Wealth LLC | 26 | 26 | 0.00% | 1.45% | 3.70% | Q2 2017 | Q3 2023 | 26 |
Harbour Capital Advisors, LLC | 21 | 5 | 0.18% | 2.57% | 4.48% | Q2 2017 | Q4 2023 | 26 |
CUTLER INVESTMENT COUNSEL LLC | 26 | 26 | 0.10% | 2.43% | 2.84% | Q2 2017 | Q3 2023 | 26 |
Capital Investment Advisors, LLC | 26 | 26 | 0.04% | 0.08% | 0.14% | Q3 2017 | Q4 2023 | 26 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 26 | 26 | 0.06% | 3.04% | 7.02% | Q2 2017 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 26 | 0.03% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.48% | 0.80% | 1.27% | Q2 2017 | Q3 2023 | 26 |
WESBANCO BANK INC | 15 | 11 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.12% | 0.56% | 1.09% | Q2 2017 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 2 | 0.05% | 0.32% | 0.69% | Q1 2017 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 8 | 2 | 0.00% | 0.07% | 0.60% | Q1 2015 | Q3 2023 | 26 |
ZACKS INVESTMENT MANAGEMENT | 20 | 6 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.20% | 0.70% | Q3 2013 | Q4 2019 | 26 |
Summit X, LLC | 26 | 26 | 0.78% | 1.89% | 3.60% | Q2 2017 | Q3 2023 | 26 |
KANAWHA CAPITAL MANAGEMENT LLC | 26 | 26 | 0.13% | 0.35% | 0.46% | Q2 2017 | Q3 2023 | 26 |
SPC Financial, Inc. | 26 | 26 | 0.10% | 4.58% | 8.28% | Q2 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.02% | 0.13% | 0.26% | Q3 2015 | Q4 2021 | 26 |
Timber Creek Capital Management LLC | 24 | 1 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 25 |
Willingdon Wealth Management | 16 | 9 | 0.00% | 0.18% | 0.58% | Q4 2013 | Q1 2020 | 25 |
BerganKDV Wealth Management, LLC | 25 | 25 | 0.10% | 1.70% | 3.27% | Q2 2017 | Q2 2023 | 25 |
Capital Advisors, Ltd. LLC | 25 | 25 | 0.04% | 0.30% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.10% | 0.51% | 1.00% | Q3 2017 | Q3 2023 | 25 |
Arete Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.13% | 0.44% | Q3 2017 | Q3 2023 | 25 |
EATON VANCE MANAGEMENT | 25 | 25 | 0.00% | 0.06% | 0.09% | Q3 2016 | Q3 2022 | 25 |
COLDSTREAM CAPITAL MANAGEMENT INC | 21 | 4 | 0.07% | 0.95% | 1.48% | Q2 2017 | Q3 2023 | 25 |
BOURGEON CAPITAL MANAGEMENT LLC | 25 | 25 | 0.08% | 0.14% | 0.27% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 24 | 1 | 0.01% | 0.19% | 0.82% | Q2 2017 | Q3 2023 | 25 |
BOKF, NA | 15 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 25 |
First Command Bank | 25 | 25 | 0.05% | 6.81% | 14.93% | Q2 2017 | Q2 2023 | 25 |
First Command Financial Services, Inc. | 25 | 25 | 0.02% | 6.79% | 14.93% | Q2 2017 | Q2 2023 | 25 |
FIRST UNITED BANK & TRUST | 25 | 25 | 0.24% | 1.16% | 1.75% | Q3 2017 | Q3 2023 | 25 |
BANK OF THE WEST | 25 | 25 | 0.03% | 0.04% | 0.07% | Q3 2016 | Q3 2022 | 25 |
CULLEN/FROST BANKERS, INC. | 25 | 25 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
WBH ADVISORY INC | 22 | 3 | 0.09% | 0.89% | 2.08% | Q2 2017 | Q3 2023 | 25 |
QUANTUM CAPITAL MANAGEMENT | 25 | 25 | 0.09% | 0.35% | 0.61% | Q2 2014 | Q2 2020 | 25 |
Ledyard National Bank | 25 | 25 | 0.01% | 2.29% | 4.21% | Q3 2017 | Q3 2023 | 25 |
Stadion Money Management, LLC | 25 | 25 | 0.05% | 7.11% | 17.30% | Q2 2013 | Q2 2019 | 25 |
Wela Strategies, Inc. | 25 | 25 | 0.98% | 7.35% | 13.07% | Q4 2017 | Q4 2023 | 25 |
Brinker Capital Investments, LLC | 15 | 10 | 0.01% | 0.41% | 1.08% | Q1 2016 | Q4 2022 | 25 |
Dorsey & Whitney Trust CO LLC | 25 | 25 | 0.12% | 0.27% | 0.40% | Q3 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.07% | 0.65% | 3.57% | Q4 2015 | Q4 2021 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 1 | 0.00% | 0.24% | 0.73% | Q3 2015 | Q3 2023 | 25 |
INTRUST BANK NA | 25 | 25 | 0.26% | 7.19% | 10.17% | Q3 2017 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 24 | 1 | 0.04% | 1.80% | 7.20% | Q3 2016 | Q3 2023 | 25 |
THOMPSON SIEGEL & WALMSLEY LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Smith, Salley & Associates | 25 | 25 | 0.05% | 0.44% | 0.63% | Q3 2017 | Q3 2023 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 22 | 3 | 0.00% | 1.65% | 5.71% | Q4 2016 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.44% | 11.56% | 17.22% | Q2 2017 | Q2 2023 | 25 |
Day & Ennis, LLC | 25 | 25 | 0.11% | 1.39% | 3.42% | Q4 2015 | Q4 2021 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 3.36% | 5.83% | 8.10% | Q2 2017 | Q2 2023 | 25 |
Crescent Grove Advisors, LLC | 25 | 25 | 0.10% | 1.12% | 2.84% | Q3 2017 | Q3 2023 | 25 |
Prospera Financial Services Inc | 13 | 12 | 0.08% | 0.13% | 0.25% | Q2 2017 | Q3 2023 | 25 |
Madden Advisory Services, Inc. | 24 | 1 | 0.07% | 0.30% | 0.49% | Q1 2017 | Q3 2023 | 25 |
RPTC Inc. | 25 | 25 | 2.27% | 9.88% | 14.40% | Q3 2017 | Q3 2023 | 25 |
Tufton Capital Management | 25 | 25 | 0.11% | 0.15% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.05% | 0.49% | 1.67% | Q3 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.10% | 0.59% | 0.93% | Q3 2017 | Q3 2023 | 25 |
COMMERCE BANK | 25 | 25 | 0.02% | 0.10% | 0.26% | Q3 2017 | Q3 2023 | 25 |
WINTRUST INVESTMENTS LLC | 18 | 3 | 0.00% | 0.25% | 0.50% | Q2 2016 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.87% | 1.58% | 2.54% | Q4 2017 | Q3 2023 | 24 |
Alaska Wealth Advisors | 24 | 24 | 4.04% | 8.20% | 12.13% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL LIFE ADVISORS | 24 | 24 | 0.36% | 9.23% | 12.17% | Q4 2017 | Q3 2023 | 24 |
Texas Yale Capital Corp. | 24 | 24 | 0.10% | 0.52% | 0.81% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.11% | 0.19% | 0.41% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 24 | 24 | 0.15% | 9.64% | 18.94% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 23 | 1 | 0.00% | 0.25% | 1.78% | Q1 2017 | Q3 2023 | 24 |
Cliffwater LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.52% | 1.38% | 2.28% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 1.08% | 2.10% | 4.53% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.11% | 0.37% | 0.54% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.02% | 0.18% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.22% | 0.87% | 2.24% | Q4 2016 | Q3 2023 | 24 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
Parkside Investments, LLC | 13 | 11 | 0.08% | 3.50% | 11.65% | Q1 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 20 | 4 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 13.25% | 15.47% | 20.18% | Q4 2017 | Q3 2023 | 24 |
ROOSEVELT INVESTMENT GROUP LLC | 24 | 24 | 0.29% | 3.96% | 8.49% | Q4 2016 | Q3 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
BLB&B Advisors, LLC | 24 | 24 | 0.04% | 0.96% | 1.94% | Q4 2017 | Q3 2023 | 24 |
Chesley Taft & Associates LLC | 13 | 11 | 0.03% | 0.19% | 0.32% | Q2 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.13% | 0.42% | 1.29% | Q4 2017 | Q3 2023 | 24 |
ROCKLAND TRUST CO | 24 | 24 | 0.02% | 0.10% | 0.28% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 23 | 1 | 0.05% | 0.46% | 1.36% | Q2 2015 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.05% | 1.39% | 4.59% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.45% | 0.76% | 1.22% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 19 | 5 | 0.00% | 0.07% | 0.21% | Q4 2014 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.02% | 2.06% | 8.82% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.35% | 0.44% | 0.55% | Q4 2017 | Q3 2023 | 24 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.00% | 2.28% | 3.05% | Q4 2017 | Q3 2023 | 24 |
Sandy Spring Bank | 22 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Sargent Bickham Lagudis LLC | 23 | 1 | 0.02% | 0.49% | 1.29% | Q2 2016 | Q4 2022 | 24 |
Hudson Capital Management LLC | 24 | 24 | 6.05% | 8.17% | 11.88% | Q4 2017 | Q3 2023 | 24 |
ASSOCIATED BANC-CORP | 24 | 24 | 0.01% | 0.22% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 1.34% | 1.69% | 2.06% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 16 | 3 | 0.11% | 0.31% | 0.59% | Q2 2017 | Q3 2023 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.04% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 24 |
First Command Advisory Services, Inc. | 24 | 24 | 0.00% | 0.27% | 4.32% | Q4 2017 | Q3 2023 | 24 |
Alpha Omega Wealth Management LLC | 23 | 1 | 0.00% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.77% | 1.24% | 2.59% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.05% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.50% | 0.87% | 1.48% | Q4 2017 | Q3 2023 | 24 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.14% | 1.15% | 2.70% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.06% | 0.64% | 2.51% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.21% | 0.28% | 0.41% | Q4 2017 | Q3 2023 | 24 |
SIMON QUICK ADVISORS, LLC | 24 | 24 | 0.00% | 0.39% | 1.63% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.27% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.14% | 0.52% | 1.67% | Q4 2017 | Q3 2023 | 24 |
MADISON INVESTMENT HOLDINGS INC | 19 | 5 | 0.01% | 0.17% | 1.06% | Q3 2013 | Q3 2019 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.16% | 0.32% | 0.57% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.07% | 0.35% | 1.28% | Q4 2017 | Q3 2023 | 24 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 1.36% | 3.65% | 6.46% | Q2 2013 | Q4 2018 | 23 |
CITIZENS FINANCIAL GROUP INC/RI | 23 | 23 | 1.97% | 3.71% | 5.63% | Q1 2018 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 23 | 23 | 0.00% | 0.21% | 0.79% | Q1 2018 | Q3 2023 | 23 |
MYCIO WEALTH PARTNERS, LLC | 22 | 1 | 0.03% | 3.24% | 5.66% | Q4 2017 | Q3 2023 | 23 |
CNB Bank | 12 | 11 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 23 |
Legacy Financial Advisors, Inc. | 17 | 6 | 0.03% | 2.58% | 3.86% | Q4 2017 | Q3 2023 | 23 |
St. Louis Trust Co | 23 | 23 | 0.16% | 0.30% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Aveo Capital Partners, LLC | 11 | 1 | 0.10% | 0.82% | 1.32% | Q3 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.03% | 0.32% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.32% | 0.80% | 1.41% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.10% | 0.34% | 0.74% | Q1 2018 | Q3 2023 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 23 | 23 | 0.04% | 0.40% | 1.30% | Q4 2016 | Q2 2022 | 23 |
Hudock, Inc. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2022 | 23 |
Gerber Kawasaki Wealth & Investment Management | 15 | 3 | 0.00% | 2.14% | 7.34% | Q1 2017 | Q3 2023 | 23 |
Perigon Wealth Management, LLC | 16 | 1 | 0.01% | 0.20% | 0.73% | Q3 2011 | Q3 2023 | 23 |
First Washington CORP | 23 | 23 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2021 | 23 |
Tarbox Family Office, Inc. | 23 | 23 | 0.03% | 4.70% | 8.52% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 15 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.70% | 1.21% | 2.17% | Q4 2017 | Q2 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.05% | 0.21% | 0.93% | Q1 2018 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 20 | 3 | 0.09% | 2.36% | 5.54% | Q4 2017 | Q3 2023 | 23 |
V Wealth Advisors LLC | 23 | 23 | 0.05% | 0.43% | 1.33% | Q1 2017 | Q3 2022 | 23 |
ROCKY MOUNTAIN ADVISERS, LLC | 23 | 23 | 0.03% | 0.13% | 0.27% | Q1 2018 | Q3 2023 | 23 |
GREAT LAKES ADVISORS, LLC | 23 | 23 | 0.01% | 0.42% | 0.76% | Q1 2018 | Q3 2023 | 23 |
Financial Partners Group, Inc | 19 | 4 | 0.04% | 3.85% | 11.76% | Q4 2017 | Q3 2023 | 23 |
NORTH AMERICAN MANAGEMENT CORP | 23 | 23 | 1.79% | 2.69% | 3.21% | Q3 2015 | Q1 2021 | 23 |
FINANCIAL COUNSELORS INC | 23 | 23 | 0.16% | 0.27% | 0.45% | Q1 2018 | Q3 2023 | 23 |
KCS Wealth Advisory | 17 | 6 | 0.14% | 0.86% | 1.34% | Q4 2017 | Q3 2023 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
AUA CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.08% | 0.14% | 0.17% | Q4 2016 | Q1 2023 | 23 |
Conservest Capital Advisors, Inc. | 22 | 1 | 4.34% | 5.36% | 7.00% | Q3 2017 | Q3 2023 | 23 |
Roble, Belko & Company, Inc | 20 | 3 | 0.00% | 0.75% | 1.25% | Q3 2016 | Q3 2023 | 23 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 23 | 23 | 0.19% | 0.46% | 0.78% | Q1 2018 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 19 | 4 | 0.00% | 0.47% | 0.93% | Q4 2015 | Q3 2022 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.14% | 0.37% | Q4 2017 | Q3 2023 | 23 |
Bridgewater Associates | 23 | 23 | 0.02% | 0.96% | 2.18% | Q2 2017 | Q4 2022 | 23 |
INVESTMENT PARTNERS, LTD. | 20 | 3 | 0.16% | 2.32% | 3.89% | Q4 2017 | Q3 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.02% | 0.23% | 0.56% | Q2 2018 | Q4 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 3.21% | 13.13% | 20.52% | Q3 2017 | Q3 2023 | 23 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 23 | 23 | 0.04% | 0.58% | 1.65% | Q1 2018 | Q3 2023 | 23 |
KWMG, LLC | 22 | 1 | 0.04% | 0.28% | 0.40% | Q4 2016 | Q3 2023 | 23 |
Homrich & Berg | 12 | 2 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2021 | 22 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 5 | 0.03% | 0.15% | 0.28% | Q4 2017 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.06% | 1.06% | 2.08% | Q2 2016 | Q3 2021 | 22 |
OPTIMUM INVESTMENT ADVISORS | 22 | 22 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2023 | 22 |
Bell Bank | 22 | 22 | 10.27% | 15.34% | 21.50% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.10% | 0.44% | 1.55% | Q2 2017 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22 | 22 | 0.02% | 0.43% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Marietta Wealth Management, LLC | 22 | 22 | 0.83% | 1.37% | 2.12% | Q2 2018 | Q3 2023 | 22 |
JONES FINANCIAL COMPANIES LLLP | 22 | 22 | 0.02% | 4.64% | 7.90% | Q2 2018 | Q3 2023 | 22 |
RITHOLTZ WEALTH MANAGEMENT | 22 | 22 | 0.07% | 2.81% | 6.19% | Q2 2018 | Q3 2023 | 22 |
NWAM LLC | 12 | 1 | 0.06% | 0.58% | 2.05% | Q1 2017 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.58% | 0.92% | 1.38% | Q2 2018 | Q3 2023 | 22 |
TEXAS CAPITAL BANCSHARES INC/TX | 22 | 22 | 0.54% | 3.63% | 9.92% | Q2 2018 | Q3 2023 | 22 |
First Allied Advisory Services, Inc. | 22 | 22 | 0.04% | 0.40% | 0.72% | Q2 2015 | Q3 2020 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.01% | 0.15% | 0.46% | Q2 2018 | Q3 2023 | 22 |
Schwab Charitable Fund | 22 | 22 | 0.10% | 0.54% | 1.28% | Q4 2017 | Q1 2023 | 22 |
Sound Income Strategies, LLC | 14 | 8 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Quadrant Private Wealth Management, LLC | 18 | 4 | 0.16% | 0.35% | 0.52% | Q1 2018 | Q3 2023 | 22 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 22 | 0.02% | 0.08% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Smith & Howard Wealth Management, LLC | 22 | 22 | 1.02% | 6.05% | 9.47% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.33% | 0.57% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Merit Financial Group, LLC | 17 | 5 | 0.08% | 3.67% | 15.57% | Q4 2017 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.14% | 0.52% | 1.08% | Q2 2018 | Q3 2023 | 22 |
Bigelow Investment Advisors, LLC | 22 | 22 | 0.15% | 0.95% | 1.83% | Q2 2018 | Q3 2023 | 22 |
One Capital Management, LLC | 20 | 2 | 0.04% | 0.47% | 1.34% | Q4 2017 | Q3 2023 | 22 |
Syntal Capital Partners, LLC | 14 | 1 | 0.28% | 6.70% | 19.23% | Q1 2014 | Q2 2022 | 22 |
Pinion Investment Advisors, LLC | 19 | 3 | 0.21% | 0.88% | 1.66% | Q1 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.13% | 1.94% | 4.82% | Q4 2017 | Q3 2023 | 22 |
JNBA Financial Advisors | 21 | 1 | 0.00% | 0.05% | 0.18% | Q3 2016 | Q3 2023 | 22 |
Burt Wealth Advisors | 21 | 1 | 0.02% | 0.26% | 0.81% | Q4 2015 | Q3 2023 | 22 |
Good Life Advisors, LLC | 19 | 3 | 0.02% | 0.28% | 0.93% | Q3 2017 | Q3 2023 | 22 |
Financial Engines Advisors L.L.C. | 20 | 1 | 0.00% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 21 |
PATTON ALBERTSON MILLER GROUP, LLC | 16 | 1 | 0.12% | 1.00% | 3.48% | Q3 2016 | Q3 2023 | 21 |
WASHINGTON TRUST Co | 20 | 1 | 0.00% | 0.47% | 0.74% | Q2 2018 | Q3 2023 | 21 |
Edmonds Duncan Registered Investment Advisors, LLC | 17 | 4 | 0.23% | 3.74% | 5.55% | Q4 2015 | Q3 2023 | 21 |
JOYN Advisors, Inc. | 19 | 2 | 0.00% | 11.47% | 16.38% | Q2 2013 | Q1 2020 | 21 |
CAPITAL ADVISORS INC/OK | 6 | 3 | 0.01% | 1.09% | 1.81% | Q1 2017 | Q3 2023 | 21 |
C-J Advisory, Inc. | 21 | 21 | 4.34% | 4.75% | 5.16% | Q3 2016 | Q3 2021 | 21 |
Larson Financial Group LLC | 20 | 1 | 0.06% | 0.24% | 1.30% | Q4 2017 | Q3 2023 | 21 |
BOSTON FAMILY OFFICE LLC | 19 | 2 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q1 2023 | 21 |
SUNTRUST BANKS INC | 21 | 21 | 0.10% | 0.99% | 1.79% | Q3 2014 | Q3 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.35% | 0.63% | 1.74% | Q3 2018 | Q3 2023 | 21 |
Ironsides Asset Advisors, LLC | 14 | 1 | 0.09% | 7.10% | 12.14% | Q1 2016 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.02% | 0.45% | 0.95% | Q3 2018 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 12 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 21 |
Main Management LLC | 21 | 21 | 0.08% | 1.27% | 1.92% | Q3 2018 | Q3 2023 | 21 |
RPg Family Wealth Advisory, LLC | 11 | 4 | 0.04% | 0.16% | 0.70% | Q4 2015 | Q1 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q4 2022 | 21 |
Valmark Advisers, Inc. | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Freedom Investment Management, Inc. | 15 | 6 | 0.02% | 0.15% | 1.03% | Q3 2017 | Q3 2023 | 21 |
Certified Advisory Corp | 11 | 10 | 0.12% | 0.48% | 0.91% | Q1 2018 | Q3 2023 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.06% | 0.17% | 0.42% | Q3 2018 | Q3 2023 | 21 |
C M BIDWELL & ASSOCIATES LTD | 21 | 21 | 0.01% | 0.54% | 1.07% | Q3 2018 | Q3 2023 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 8 | 0.11% | 0.66% | 1.29% | Q2 2018 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 6 | 1 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q2 2023 | 21 |
Cribstone Capital Management, LLC | 16 | 5 | 0.00% | 0.04% | 0.18% | Q2 2016 | Q3 2022 | 21 |
Members Trust Co | 14 | 2 | 6.40% | 7.51% | 9.28% | Q2 2016 | Q3 2023 | 21 |
Johnson Financial Group, Inc. | 20 | 1 | 0.00% | 0.66% | 1.03% | Q4 2017 | Q3 2023 | 21 |
TIEMANN INVESTMENT ADVISORS, LLC | 21 | 21 | 0.22% | 2.17% | 4.36% | Q3 2018 | Q3 2023 | 21 |
Stone House Investment Management, LLC | 18 | 3 | 0.05% | 4.85% | 9.79% | Q4 2016 | Q3 2023 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.19% | 0.36% | Q1 2017 | Q3 2023 | 21 |
Busey Bank | 19 | 2 | 0.02% | 0.15% | 0.36% | Q1 2018 | Q3 2023 | 21 |
Brickley Wealth Management | 21 | 21 | 0.42% | 6.52% | 10.83% | Q3 2018 | Q3 2023 | 21 |
Sunbelt Securities, Inc. | 18 | 1 | 0.10% | 0.46% | 0.90% | Q3 2016 | Q3 2023 | 21 |
Columbus Macro, LLC | 16 | 5 | 0.12% | 1.64% | 2.87% | Q4 2017 | Q3 2023 | 21 |
Strategic Wealth Partners, Ltd. | 21 | 21 | 0.05% | 0.52% | 1.94% | Q1 2018 | Q1 2023 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Savant Capital, LLC | 21 | 21 | 0.06% | 0.25% | 1.14% | Q3 2018 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.10% | 0.68% | Q1 2016 | Q3 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 2.71% | 4.25% | 7.55% | Q4 2017 | Q4 2022 | 21 |
TRUIST FINANCIAL CORP | 21 | 21 | 0.01% | 0.65% | 0.93% | Q3 2018 | Q3 2023 | 21 |
Fiduciary Group LLC | 20 | 20 | 0.25% | 0.35% | 0.48% | Q4 2018 | Q3 2023 | 20 |
First PREMIER Bank | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 20 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20 | 20 | 0.16% | 0.39% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.25% | 0.49% | 0.80% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.12% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Capital Directions Investment Advisors, LLC | 10 | 3 | 0.07% | 0.41% | 1.44% | Q3 2017 | Q4 2022 | 20 |
Godshalk Welsh Capital Management, Inc. | 20 | 20 | 0.35% | 0.96% | 1.24% | Q4 2018 | Q3 2023 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 0.70% | 1.41% | 2.41% | Q4 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 2.06% | 6.13% | 9.42% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.03% | 3.82% | 8.86% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.63% | 1.87% | 3.01% | Q4 2018 | Q3 2023 | 20 |
VCU Investment Management Co | 20 | 20 | 4.42% | 8.14% | 14.80% | Q2 2017 | Q1 2022 | 20 |
KDI CAPITAL PARTNERS LLC | 20 | 20 | 0.31% | 0.85% | 1.15% | Q4 2016 | Q3 2021 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 1.60% | 2.41% | 2.90% | Q4 2018 | Q3 2023 | 20 |
Jacobi Capital Management LLC | 18 | 2 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.14% | 1.69% | 4.98% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 3.98% | 4.91% | 6.15% | Q4 2018 | Q3 2023 | 20 |
Hanlon Investment Management, Inc. | 18 | 2 | 0.35% | 2.04% | 4.84% | Q4 2016 | Q2 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Human Investing LLC | 20 | 20 | 0.11% | 4.41% | 11.10% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 1.70% | 4.90% | 9.52% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.02% | 0.13% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Wind River Trust Co | 20 | 20 | 0.56% | 4.27% | 12.82% | Q4 2018 | Q3 2023 | 20 |
Relative Value Partners Group, LLC | 20 | 20 | 0.07% | 0.65% | 1.64% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.15% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.13% | 1.52% | 7.66% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.13% | 0.41% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 1.06% | 3.40% | 6.82% | Q4 2018 | Q3 2023 | 20 |
Abundance Wealth Counselors | 20 | 20 | 7.68% | 14.73% | 27.96% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.96% | 1.89% | 2.54% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.20% | 0.54% | 1.11% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.07% | 0.35% | 0.81% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.11% | 0.37% | 1.28% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.23% | 0.34% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Twele Capital Management, Inc. | 20 | 20 | 0.09% | 0.97% | 3.29% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 18 | 2 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.09% | 0.21% | 0.42% | Q4 2015 | Q3 2020 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.06% | 1.12% | 2.89% | Q2 2017 | Q1 2022 | 20 |
WealthOne, LLC | 20 | 20 | 0.50% | 1.31% | 2.99% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.34% | 1.61% | 4.60% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 0.41% | 1.02% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Tennessee Valley Asset Management Partners | 20 | 20 | 0.18% | 1.93% | 6.58% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.08% | 2.14% | 3.08% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.28% | 0.41% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 3.17% | 4.07% | 5.37% | Q4 2018 | Q3 2023 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2021 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.46% | 1.79% | 3.08% | Q4 2018 | Q3 2023 | 20 |
Adventist Health System/ West | 20 | 20 | 1.14% | 9.86% | 20.39% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.12% | 0.41% | 1.13% | Q4 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 19 | 1 | 0.01% | 0.05% | 0.29% | Q4 2017 | Q2 2023 | 20 |
Conrad N. Hilton Foundation | 12 | 8 | 4.67% | 30.86% | 62.40% | Q4 2017 | Q4 2022 | 20 |
MorganRosel Wealth Management, LLC | 20 | 20 | 0.16% | 0.23% | 0.31% | Q4 2018 | Q3 2023 | 20 |
NORTHWEST WEALTH MANAGEMENT, LLC | 20 | 20 | 0.32% | 0.82% | 1.20% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.62% | 2.09% | 4.95% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.02% | 0.19% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Keystone Financial Group | 18 | 2 | 0.10% | 0.30% | 0.47% | Q3 2018 | Q3 2023 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 0.29% | 4.07% | 9.88% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.22% | 1.63% | 3.06% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 9.16% | 12.77% | 17.26% | Q4 2018 | Q3 2023 | 20 |
BRIGHTON JONES LLC | 12 | 1 | 0.01% | 0.08% | 0.45% | Q1 2016 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.23% | 0.86% | 2.06% | Q4 2018 | Q3 2023 | 20 |
Formidable Asset Management, LLC | 9 | 2 | 0.04% | 0.09% | 0.25% | Q3 2016 | Q3 2023 | 20 |
Windsor Wealth Management, Inc. | 20 | 20 | 0.08% | 0.57% | 2.01% | Q4 2017 | Q3 2022 | 20 |
Blue Fin Capital, Inc. | 20 | 20 | 0.08% | 0.22% | 0.52% | Q4 2018 | Q3 2023 | 20 |
CONNING INC. | 20 | 20 | 0.05% | 0.26% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.05% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Thomasville National Bank | 17 | 1 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.08% | 0.13% | Q4 2017 | Q3 2022 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.60% | 0.73% | 0.91% | Q4 2016 | Q3 2021 | 20 |
State of Tennessee, Treasury Department | 20 | 20 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.86% | 4.85% | 8.13% | Q1 2018 | Q4 2022 | 20 |
TCI Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 20 |
Norway Savings Bank | 12 | 8 | 0.00% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 20 |
BAILARD, INC. | 20 | 20 | 0.52% | 1.69% | 2.80% | Q4 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.62% | 0.94% | 2.36% | Q4 2018 | Q3 2023 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.22% | 0.38% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Hirtle Callaghan & Co LLC | 20 | 20 | 0.00% | 6.07% | 11.71% | Q4 2018 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 20 | 20 | 0.01% | 0.08% | 0.20% | Q3 2018 | Q2 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.15% | 0.28% | Q4 2017 | Q2 2022 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.30% | 0.67% | 1.22% | Q1 2019 | Q3 2023 | 19 |
CX Institutional | 15 | 4 | 0.00% | 0.89% | 1.80% | Q4 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.54% | 0.74% | 1.25% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.14% | 0.38% | Q1 2019 | Q3 2023 | 19 |
SMITH SHELLNUT WILSON LLC /ADV | 19 | 19 | 1.08% | 2.10% | 2.57% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 2.58% | 4.63% | 6.55% | Q1 2019 | Q3 2023 | 19 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 5 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Ascent Wealth Partners, LLC | 19 | 19 | 0.06% | 0.31% | 1.83% | Q3 2017 | Q1 2022 | 19 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.13% | 0.46% | Q1 2015 | Q3 2023 | 19 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 19 | 19 | 0.09% | 0.44% | 1.73% | Q2 2015 | Q4 2019 | 19 |
Fulcrum Capital LLC | 10 | 4 | 0.20% | 5.13% | 13.46% | Q4 2017 | Q3 2023 | 19 |
Global Strategic Investment Solutions, LLC | 18 | 1 | 0.06% | 9.38% | 18.68% | Q4 2018 | Q3 2023 | 19 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 1 | 0.13% | 6.94% | 9.77% | Q4 2015 | Q3 2023 | 19 |
ROBERTS GLORE & CO INC /IL/ | 19 | 19 | 0.10% | 0.20% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Dakota Wealth Management | 18 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Gradient Capital Advisors, LLC | 14 | 5 | 0.17% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 19 |
River Wealth Advisors LLC | 9 | 2 | 0.04% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 3.05% | 4.59% | 6.81% | Q1 2019 | Q3 2023 | 19 |
Drexel Morgan & Co. | 19 | 19 | 0.98% | 2.48% | 4.63% | Q4 2016 | Q2 2021 | 19 |
Inlet Private Wealth, LLC | 19 | 19 | 0.09% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.14% | 0.28% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Ford Financial Group, LLC | 17 | 2 | 0.24% | 2.04% | 6.23% | Q4 2017 | Q4 2022 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.19% | 0.31% | 0.49% | Q4 2018 | Q3 2023 | 19 |
CYPRESS CAPITAL MANAGEMENT LLC | 14 | 5 | 0.05% | 0.18% | 0.38% | Q2 2017 | Q3 2022 | 19 |
Portland Global Advisors LLC | 19 | 19 | 0.10% | 1.51% | 2.42% | Q1 2019 | Q3 2023 | 19 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 2 | 0.24% | 0.61% | 1.28% | Q4 2018 | Q3 2023 | 19 |
Allen Investment Management, LLC | 15 | 4 | 0.04% | 0.16% | 0.41% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.20% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.05% | 0.28% | Q1 2015 | Q3 2023 | 19 |
Fairhaven Wealth Management, LLC | 17 | 2 | 6.06% | 7.43% | 9.15% | Q4 2018 | Q3 2023 | 19 |
Altavista Wealth Management, Inc. | 19 | 19 | 0.13% | 1.52% | 2.44% | Q2 2017 | Q4 2021 | 19 |
Realta Investment Advisors | 19 | 19 | 0.04% | 0.26% | 0.43% | Q1 2019 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 19 | 19 | 0.00% | 0.25% | 0.76% | Q1 2019 | Q3 2023 | 19 |
CRA Financial Services, LLC | 19 | 19 | 0.18% | 0.26% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q2 2020 | 19 |
FormulaFolio Investments, LLC | 19 | 19 | 0.10% | 1.10% | 1.99% | Q4 2016 | Q2 2021 | 19 |
SEGALL BRYANT & HAMILL, LLC | 12 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
VALLEY WEALTH MANAGERS, INC. | 19 | 19 | 0.15% | 0.22% | 0.29% | Q1 2019 | Q3 2023 | 19 |
CHOREO, LLC | 13 | 6 | 0.02% | 0.24% | 0.70% | Q2 2017 | Q3 2023 | 19 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 19 | 19 | 0.22% | 2.96% | 6.38% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 8.40% | 11.10% | 12.69% | Q4 2017 | Q2 2022 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.90% | 2.75% | 7.81% | Q1 2019 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.07% | 0.97% | 4.47% | Q4 2018 | Q2 2023 | 19 |
SMITH, MOORE & CO. | 8 | 1 | 0.24% | 0.34% | 0.48% | Q1 2015 | Q3 2022 | 19 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 16 | 3 | 0.00% | 0.13% | 0.24% | Q1 2016 | Q4 2020 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.02% | 0.13% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Arbor Investment Advisors, LLC | 14 | 5 | 0.08% | 0.85% | 1.84% | Q4 2018 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.06% | 1.70% | 5.97% | Q1 2019 | Q3 2023 | 19 |
Lavaca Capital LLC | 17 | 2 | 0.00% | 0.32% | 1.01% | Q4 2018 | Q3 2023 | 19 |
Cornerstone Advisory, LLC | 10 | 9 | 0.10% | 0.65% | 1.14% | Q3 2017 | Q3 2023 | 19 |
Alliance Wealth Management Group | 19 | 19 | 0.26% | 0.70% | 1.53% | Q4 2018 | Q2 2023 | 19 |
AMERICAN CENTURY COMPANIES INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Jefferies Group LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2020 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.07% | 0.15% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Shoker Investment Counsel, Inc. | 18 | 18 | 0.76% | 5.77% | 11.13% | Q2 2019 | Q3 2023 | 18 |
SVA Wealth Management, LLC | 8 | 3 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q4 2020 | 18 |
FIDUCIARY TRUST CO | 18 | 18 | 0.02% | 0.63% | 3.89% | Q2 2019 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 16 | 2 | 0.00% | 0.33% | 0.47% | Q1 2019 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UNITED BANK | 8 | 3 | 0.04% | 0.10% | 0.33% | Q3 2017 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.27% | 0.73% | Q1 2019 | Q2 2023 | 18 |
Horan Securities, Inc. | 11 | 7 | 0.02% | 0.27% | 1.00% | Q4 2018 | Q2 2023 | 18 |
People's United Financial, Inc. | 16 | 2 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2022 | 18 |
RAND WEALTH, LLC | 18 | 18 | 0.04% | 0.54% | 0.79% | Q2 2014 | Q3 2018 | 18 |
DAVIDSON INVESTMENT ADVISORS | 18 | 18 | 0.70% | 1.18% | 1.53% | Q3 2016 | Q4 2020 | 18 |
Pembroke Management, LTD | 18 | 18 | 0.08% | 0.33% | 0.55% | Q2 2019 | Q3 2023 | 18 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.76% | 4.15% | Q1 2017 | Q3 2023 | 18 |
RVW Wealth, LLC | 18 | 18 | 0.00% | 0.16% | 0.74% | Q3 2019 | Q4 2023 | 18 |
Omnia Family Wealth, LLC | 13 | 1 | 1.08% | 4.93% | 9.10% | Q4 2016 | Q3 2023 | 18 |
Keudell/Morrison Wealth Management | 18 | 18 | 0.11% | 0.34% | 2.40% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Investure, LLC | 18 | 18 | 0.37% | 2.89% | 6.49% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Monument Capital Management | 14 | 4 | 0.11% | 3.68% | 6.91% | Q2 2018 | Q3 2023 | 18 |
Klingman & Associates, LLC | 15 | 3 | 0.00% | 0.99% | 2.50% | Q1 2016 | Q3 2023 | 18 |
JGP Wealth Management, LLC | 18 | 18 | 0.13% | 0.28% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Segment Wealth Management, LLC | 8 | 4 | 0.09% | 0.66% | 1.66% | Q2 2017 | Q3 2023 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 4 | 0.07% | 0.27% | 0.44% | Q1 2019 | Q3 2023 | 18 |
Rock Creek Group, LP | 18 | 18 | 0.19% | 2.38% | 6.70% | Q2 2019 | Q3 2023 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 14 | 3 | 0.01% | 1.17% | 3.85% | Q4 2018 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 15 | 1 | 0.05% | 0.12% | 0.44% | Q1 2017 | Q3 2023 | 18 |
CITY HOLDING CO | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q1 2021 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.04% | 0.10% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Litman Gregory Wealth Management LLC | 18 | 18 | 0.00% | 0.33% | 0.62% | Q2 2019 | Q3 2023 | 18 |
AJ WEALTH STRATEGIES, LLC | 13 | 5 | 0.03% | 1.11% | 4.13% | Q4 2018 | Q2 2023 | 18 |
Csenge Advisory Group | 17 | 1 | 0.00% | 0.23% | 0.36% | Q3 2018 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.09% | 0.50% | 0.72% | Q1 2019 | Q3 2023 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
NextCapital Advisers, Inc. | 18 | 18 | 10.52% | 14.23% | 16.28% | Q1 2018 | Q2 2022 | 18 |
Endurance Wealth Management, Inc. | 18 | 18 | 0.03% | 0.52% | 0.99% | Q1 2019 | Q2 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.14% | 0.24% | 0.50% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.18% | 0.40% | Q2 2013 | Q3 2017 | 18 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 4 | 0.02% | 0.11% | 0.37% | Q2 2018 | Q3 2023 | 18 |
Barrett Asset Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2021 | 18 |
Avidian Wealth Solutions, LLC | 18 | 18 | 0.07% | 5.97% | 9.17% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2021 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.54% | 1.09% | Q2 2015 | Q3 2019 | 18 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 3.00% | 5.23% | 7.56% | Q3 2019 | Q3 2023 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.05% | 0.86% | 1.95% | Q4 2013 | Q4 2017 | 17 |
BEACON FINANCIAL GROUP | 17 | 17 | 0.04% | 0.35% | 0.50% | Q1 2018 | Q1 2022 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.60% | 0.86% | Q2 2018 | Q2 2022 | 17 |
TIEDEMANN ADVISORS, LLC | 10 | 7 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 1.73% | 2.07% | 2.65% | Q3 2019 | Q3 2023 | 17 |
Private Wealth Advisors, Inc. | 17 | 17 | 0.12% | 1.24% | 2.14% | Q4 2015 | Q4 2019 | 17 |
Stewardship Financial Advisors, LLC | 17 | 17 | 0.00% | 0.94% | 2.23% | Q1 2017 | Q1 2021 | 17 |
Andesa Financial Management Inc. | 12 | 1 | 0.14% | 0.48% | 1.56% | Q4 2017 | Q1 2023 | 17 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.07% | 0.29% | Q2 2018 | Q3 2023 | 17 |
Country Club Trust Company, n.a. | 17 | 17 | 0.18% | 0.91% | 1.64% | Q4 2017 | Q4 2021 | 17 |
Clark Capital Management Group, Inc. | 13 | 2 | 0.01% | 0.16% | 0.70% | Q2 2014 | Q1 2023 | 17 |
Ellevest, Inc. | 16 | 1 | 0.01% | 0.46% | 0.75% | Q4 2018 | Q3 2023 | 17 |
Biltmore Family Office, LLC | 12 | 1 | 0.01% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 17 |
ACG Wealth | 9 | 1 | 0.03% | 0.06% | 0.32% | Q3 2015 | Q2 2022 | 17 |
Strategic Financial Services, Inc, | 17 | 17 | 1.73% | 8.22% | 11.66% | Q4 2015 | Q4 2019 | 17 |
EP Wealth Advisors, LLC | 13 | 1 | 0.01% | 0.06% | 0.23% | Q1 2019 | Q3 2023 | 17 |
Freestone Capital Holdings, LLC | 14 | 3 | 0.00% | 0.19% | 1.17% | Q4 2017 | Q3 2023 | 17 |
Avantax Planning Partners, Inc. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 17 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 9 | 2 | 0.02% | 0.10% | 0.17% | Q2 2017 | Q3 2023 | 17 |
Alera Investment Advisors, LLC | 15 | 2 | 0.01% | 2.69% | 6.02% | Q4 2018 | Q3 2023 | 17 |
Concorde Asset Management, LLC | 17 | 17 | 0.14% | 2.03% | 4.20% | Q1 2017 | Q1 2021 | 17 |
Strategic Wealth Partners Group, LLC | 9 | 2 | 0.08% | 0.47% | 3.39% | Q1 2018 | Q3 2023 | 17 |
Strategic Investment Advisors / MI | 16 | 1 | 0.27% | 2.02% | 3.49% | Q2 2019 | Q3 2023 | 17 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 17 | 17 | 0.27% | 1.59% | 8.08% | Q3 2019 | Q3 2023 | 17 |
Pathway Financial Advisors LLC | 14 | 3 | 0.08% | 0.35% | 0.75% | Q4 2017 | Q2 2022 | 17 |
Ironwood Financial, llc | 12 | 1 | 0.01% | 0.08% | 0.39% | Q3 2015 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.08% | 0.49% | 2.03% | Q4 2018 | Q3 2023 | 17 |
SECURITY NATIONAL TRUST CO | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2021 | 17 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 2.68% | 17.13% | Q3 2013 | Q3 2022 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 8 | 2 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q2 2023 | 17 |
IFC Holdings Incorporated/FL | 17 | 17 | 0.17% | 1.22% | 2.16% | Q4 2013 | Q4 2017 | 17 |
Birch Hill Investment Advisors LLC | 15 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.05% | 0.21% | 0.57% | Q4 2013 | Q4 2017 | 17 |
CIM INVESTMENT MANAGEMENT INC | 17 | 17 | 1.59% | 2.25% | 2.60% | Q3 2019 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2023 | 17 |
FULTON BANK, N.A. | 15 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q4 2023 | 17 |
LS Investment Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
NBT BANK N A /NY | 15 | 2 | 0.06% | 1.09% | 1.56% | Q1 2018 | Q3 2023 | 17 |
Barnett & Company, Inc. | 17 | 17 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q2 2021 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 1.57% | 2.35% | 3.22% | Q1 2019 | Q1 2023 | 17 |
Janney Capital Management LLC | 17 | 17 | 4.62% | 5.93% | 7.63% | Q3 2019 | Q3 2023 | 17 |
Ahrens Investment Partners LLC | 15 | 1 | 0.02% | 0.36% | 0.52% | Q4 2018 | Q1 2023 | 16 |
Matson Money. Inc. | 16 | 16 | 4.37% | 5.02% | 5.72% | Q4 2019 | Q3 2023 | 16 |
Bristlecone Advisors, LLC | 15 | 1 | 0.03% | 0.16% | 0.21% | Q3 2017 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.02% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 16 |
DAVIS R M INC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
MITCHELL CAPITAL MANAGEMENT CO | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
ARGENT CAPITAL MANAGEMENT LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
PROFFITT & GOODSON INC | 15 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.21% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 7 | 3 | 0.16% | 0.54% | 1.34% | Q2 2019 | Q3 2023 | 16 |
AMERICAN NATIONAL BANK | 10 | 6 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ROWLANDMILLER & PARTNERS.ADV | 16 | 16 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q4 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 3.40% | 4.74% | 6.16% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 5.26% | 6.01% | 6.62% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 2.13% | 4.66% | 6.90% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 1.17% | 1.35% | 1.75% | Q4 2019 | Q3 2023 | 16 |
Intelligence Driven Advisers, LLC | 16 | 16 | 0.11% | 1.78% | 4.19% | Q2 2019 | Q1 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.17% | 0.22% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.00% | 0.22% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.57% | 1.70% | 3.72% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 3.26% | 7.61% | 8.90% | Q4 2019 | Q3 2023 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 4.88% | 5.66% | 6.11% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.11% | 0.71% | 1.61% | Q4 2019 | Q3 2023 | 16 |
Kerntke Otto McGlone Wealth Management Group | 16 | 16 | 1.07% | 2.67% | 3.84% | Q4 2019 | Q3 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.36% | 1.80% | 7.55% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 12.32% | 14.00% | 16.38% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 5.80% | 7.31% | 8.58% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.06% | 0.30% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.33% | 3.31% | 4.56% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 1.42% | 2.47% | 3.52% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.09% | 0.17% | 0.41% | Q4 2019 | Q3 2023 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.07% | 5.36% | 7.55% | Q3 2013 | Q2 2017 | 16 |
University of Massachusetts Foundation, Inc. | 16 | 16 | 11.31% | 21.41% | 43.24% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.47% | 0.71% | 2.44% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 2.56% | 4.73% | 6.76% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.39% | 2.14% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 3.41% | 5.28% | 7.48% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.35% | 0.54% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.42% | 0.60% | 0.90% | Q4 2019 | Q3 2023 | 16 |
AMG National Trust Bank | 16 | 16 | 0.04% | 0.85% | 1.20% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.13% | 0.23% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 1.18% | 1.95% | 2.58% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.76% | 3.53% | 7.33% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 5.72% | 7.40% | 9.14% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 16 | 16 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2020 | 16 |
MACQUARIE GROUP LTD | 16 | 16 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.09% | 0.28% | 0.58% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 5.46% | 6.85% | 8.52% | Q4 2019 | Q3 2023 | 16 |
DAN L DUNCAN FOUNDATION | 16 | 16 | 50.10% | 64.06% | 81.73% | Q4 2019 | Q3 2023 | 16 |
Single Point Partners, LLC | 16 | 16 | 2.05% | 4.36% | 20.28% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 4.14% | 7.43% | 12.75% | Q4 2019 | Q3 2023 | 16 |
Sound Financial Strategies Group, LLC | 16 | 16 | 0.07% | 0.59% | 4.68% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.08% | 0.29% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.35% | 0.51% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.14% | 0.49% | 1.66% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.46% | 0.65% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.54% | 2.01% | 8.44% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.04% | 0.10% | 0.50% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.96% | 1.84% | 4.58% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 16 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 0.36% | 0.58% | 1.68% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.40% | 0.46% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 4.21% | 5.83% | 11.01% | Q4 2019 | Q3 2023 | 16 |
Roundview Capital LLC | 16 | 16 | 0.13% | 0.23% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Retirement Planning Group, LLC | 14 | 2 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 16 |
Inscription Capital, LLC | 9 | 2 | 0.08% | 0.18% | 0.35% | Q4 2018 | Q3 2023 | 16 |
Paradigm Financial Partners, LLC | 14 | 2 | 0.06% | 0.12% | 0.20% | Q4 2018 | Q1 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.23% | 0.30% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Summit Financial, LLC | 14 | 2 | 0.07% | 0.53% | 0.94% | Q4 2018 | Q3 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 5 | 0.03% | 0.56% | 2.18% | Q4 2018 | Q3 2023 | 16 |
Claro Advisors LLC | 10 | 1 | 0.10% | 0.38% | 1.20% | Q4 2018 | Q3 2023 | 16 |
Graves Light Lenhart Wealth, Inc. | 14 | 2 | 0.05% | 2.24% | 5.90% | Q3 2019 | Q3 2023 | 16 |
McCutchen Group LLC | 16 | 16 | 0.52% | 2.48% | 3.91% | Q4 2018 | Q3 2022 | 16 |
O'Dell Group, LLC | 12 | 4 | 0.16% | 0.96% | 4.35% | Q1 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.03% | 1.64% | 4.51% | Q4 2019 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 3.47% | 4.31% | 5.33% | Q4 2017 | Q4 2021 | 16 |
W.G. Shaheen & Associates DBA Whitney & Co | 16 | 16 | 0.05% | 0.18% | 0.25% | Q4 2017 | Q3 2021 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 1 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 16 |
LifePlan Financial Group, Inc | 16 | 16 | 0.08% | 1.32% | 2.73% | Q4 2016 | Q3 2020 | 16 |
Miracle Mile Advisors, LLC | 15 | 1 | 0.03% | 1.46% | 2.49% | Q3 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
55I, LLC | 16 | 16 | 0.62% | 1.75% | 4.74% | Q4 2018 | Q3 2022 | 16 |
GeoWealth Management, LLC | 10 | 1 | 0.08% | 0.67% | 1.54% | Q2 2019 | Q3 2023 | 16 |
Waldron Private Wealth LLC | 15 | 1 | 0.14% | 0.55% | 0.83% | Q2 2016 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 16 |
LeJeune Puetz Investment Counsel LLC | 6 | 1 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q1 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.16% | 0.38% | Q4 2015 | Q3 2019 | 16 |
Meridian Wealth Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.32% | 0.59% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 12 | 4 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.13% | 2.71% | 5.55% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.34% | 1.26% | Q1 2020 | Q3 2023 | 15 |
ARKANSAS FINANCIAL GROUP, INC. | 15 | 15 | 0.10% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.69% | 1.13% | 2.53% | Q1 2020 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 15 |
MCIA Inc | 15 | 15 | 0.03% | 1.72% | 7.24% | Q2 2017 | Q4 2020 | 15 |
Graypoint LLC | 15 | 15 | 0.24% | 0.59% | 0.85% | Q1 2020 | Q3 2023 | 15 |
RATIONAL ADVISORS LLC | 11 | 4 | 0.00% | 0.99% | 3.40% | Q4 2019 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.00% | 0.02% | 0.24% | Q1 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.00% | 0.16% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Wakefield Asset Management LLLP | 14 | 1 | 0.08% | 1.09% | 1.29% | Q4 2018 | Q3 2023 | 15 |
KFA Private Wealth Group, LLC | 12 | 3 | 0.19% | 0.30% | 0.43% | Q4 2019 | Q3 2023 | 15 |
B. Riley Wealth Management, Inc. | 15 | 15 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q2 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cooper Financial Group | 14 | 1 | 0.06% | 0.18% | 0.40% | Q4 2018 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 1.03% | 1.47% | 2.47% | Q4 2019 | Q3 2023 | 15 |
CERTUITY, LLC | 14 | 1 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Argent Advisors, Inc. | 13 | 2 | 5.09% | 6.39% | 7.43% | Q4 2019 | Q3 2023 | 15 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 14 | 1 | 0.14% | 0.58% | 0.93% | Q4 2018 | Q3 2023 | 15 |
Perennial Investment Advisors, LLC | 12 | 3 | 0.08% | 0.25% | 1.44% | Q4 2019 | Q3 2023 | 15 |
Mission Creek Capital Partners, Inc. | 14 | 1 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Carlson Capital Management | 15 | 15 | 0.09% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2016 | 15 |
BRYN MAWR TRUST Co | 15 | 15 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Peninsula Wealth, LLC | 15 | 15 | 1.83% | 3.83% | 5.04% | Q1 2020 | Q3 2023 | 15 |
Stolper Co | 15 | 15 | 0.13% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Titus Wealth Management | 15 | 15 | 0.54% | 4.29% | 6.60% | Q4 2018 | Q2 2022 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 5 | 0.42% | 0.98% | 2.25% | Q4 2019 | Q3 2023 | 15 |
CPWM, LLC | 11 | 1 | 0.06% | 0.11% | 0.17% | Q2 2015 | Q3 2022 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.76% | 1.38% | 3.62% | Q4 2019 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2021 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.94% | 2.02% | 2.89% | Q4 2017 | Q2 2021 | 15 |
RPG Investment Advisory, LLC | 15 | 15 | 0.01% | 0.76% | 1.10% | Q2 2017 | Q4 2020 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 1.08% | 3.52% | 6.80% | Q4 2019 | Q3 2023 | 15 |
BALLAST ADVISORS LLC | 9 | 6 | 0.10% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Aureus Asset Management, LLC | 10 | 5 | 0.01% | 0.04% | 0.13% | Q2 2016 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.79% | 1.55% | 3.42% | Q4 2019 | Q3 2023 | 15 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Apollon Wealth Management, LLC | 15 | 15 | 0.61% | 1.04% | 1.65% | Q1 2020 | Q3 2023 | 15 |
ROVIN CAPITAL /UT/ /ADV | 11 | 4 | 0.15% | 0.44% | 1.23% | Q4 2019 | Q3 2023 | 15 |
Jordan Park Group LLC | 10 | 2 | 0.02% | 0.77% | 1.75% | Q2 2018 | Q3 2023 | 15 |
Prism Advisors, Inc. | 15 | 15 | 1.30% | 1.66% | 3.14% | Q1 2020 | Q3 2023 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.02% | 0.07% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Emerson Wealth, LLC | 15 | 15 | 0.08% | 1.70% | 6.04% | Q4 2018 | Q2 2022 | 15 |
LINCOLN CAPITAL CORP | 15 | 15 | 0.34% | 4.84% | 6.96% | Q1 2020 | Q3 2023 | 15 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 15 | 15 | 0.48% | 0.95% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Gryphon Financial Partners LLC | 9 | 1 | 0.01% | 0.14% | 0.29% | Q4 2017 | Q3 2023 | 15 |
Wolff Financial Management LLC | 10 | 5 | 0.10% | 0.16% | 0.27% | Q4 2018 | Q3 2022 | 15 |
Berman Capital Advisors, LLC | 14 | 1 | 0.11% | 8.79% | 12.04% | Q4 2017 | Q3 2021 | 15 |
ERn Financial, LLC | 15 | 15 | 0.87% | 1.32% | 1.63% | Q1 2020 | Q3 2023 | 15 |
S. R. Schill & Associates | 15 | 15 | 7.37% | 8.08% | 9.36% | Q1 2020 | Q3 2023 | 15 |
CCG WEALTH MANAGEMENT, LLC | 15 | 15 | 1.53% | 3.70% | 7.19% | Q4 2018 | Q2 2022 | 15 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 15 | 0.67% | 1.00% | 1.70% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.53% | 0.64% | 0.98% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.08% | 0.45% | 0.79% | Q4 2019 | Q3 2023 | 15 |
WADDELL & ASSOCIATES, LLC | 15 | 15 | 4.91% | 5.74% | 7.38% | Q1 2020 | Q3 2023 | 15 |
Krilogy Financial LLC | 15 | 15 | 0.00% | 0.06% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Corient Capital Partners, LLC | 12 | 3 | 0.03% | 0.20% | 0.99% | Q1 2017 | Q2 2022 | 15 |
Chicago Wealth Management, Inc. | 14 | 1 | 0.53% | 7.92% | 13.96% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.22% | 1.21% | Q4 2019 | Q3 2023 | 15 |
Vista Private Wealth Partners. LLC | 14 | 1 | 0.04% | 0.44% | 1.18% | Q3 2019 | Q3 2023 | 15 |
Ausdal Financial Partners, Inc. | 13 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 15 |
BOYS ARNOLD & CO INC | 15 | 15 | 0.08% | 0.62% | 1.25% | Q3 2016 | Q1 2020 | 15 |
Plancorp, LLC | 15 | 15 | 0.10% | 0.59% | 1.45% | Q1 2020 | Q3 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.65% | 3.85% | 6.19% | Q2 2015 | Q4 2018 | 15 |
HC FINANCIAL ADVISORS INC | 15 | 15 | 0.84% | 1.25% | 3.46% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.16% | 0.73% | 1.48% | Q2 2016 | Q4 2019 | 15 |
Pinnacle Wealth Planning Services, Inc. | 13 | 1 | 0.05% | 0.09% | 0.24% | Q3 2019 | Q1 2023 | 14 |
Vantage Investment Advisors, LLC | 14 | 14 | 0.00% | 0.27% | 0.75% | Q2 2015 | Q3 2018 | 14 |
MainStreet Investment Advisors LLC | 14 | 14 | 0.45% | 1.28% | 4.97% | Q2 2020 | Q3 2023 | 14 |
Crewe Advisors LLC | 13 | 1 | 0.01% | 0.71% | 2.63% | Q2 2019 | Q3 2023 | 14 |
Gemmer Asset Management LLC | 11 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 14 |
VIRIDIAN RIA, LLC | 12 | 2 | 0.11% | 1.56% | 2.39% | Q3 2018 | Q1 2022 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 5.29% | 10.49% | 22.04% | Q1 2020 | Q3 2023 | 14 |
Avondale Wealth Management | 10 | 4 | 0.20% | 6.62% | 16.52% | Q4 2017 | Q3 2023 | 14 |
Clarkston Capital Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 12 | 1 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 14 |
Grant Street Asset Management, Inc. | 14 | 14 | 0.11% | 3.26% | 7.64% | Q2 2020 | Q3 2023 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.91% | 3.08% | 5.33% | Q2 2020 | Q3 2023 | 14 |
LITTLE HOUSE CAPITAL LLC | 14 | 14 | 0.14% | 1.55% | 3.26% | Q2 2020 | Q3 2023 | 14 |
Signature Financial Management, Inc. | 14 | 14 | 0.45% | 1.78% | 4.19% | Q3 2015 | Q4 2018 | 14 |
Independent Order of Foresters | 14 | 14 | 1.94% | 6.58% | 11.02% | Q3 2018 | Q4 2021 | 14 |
Hardy Reed LLC | 14 | 14 | 1.47% | 1.76% | 2.62% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.10% | 1.46% | 2.76% | Q4 2018 | Q1 2022 | 14 |
TimeScale Financial, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 14 |
Magnus Financial Group LLC | 9 | 5 | 0.05% | 0.15% | 0.33% | Q4 2018 | Q3 2023 | 14 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 2 | 0.35% | 1.16% | 4.03% | Q1 2019 | Q3 2023 | 14 |
Bay Harbor Wealth Management, LLC | 12 | 1 | 0.00% | 0.63% | 1.76% | Q4 2018 | Q4 2022 | 14 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRIVATE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.16% | 3.19% | 5.71% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 13 | 1 | 0.17% | 0.29% | 1.02% | Q4 2019 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.31% | 0.66% | 1.58% | Q2 2020 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.39% | 0.79% | 1.90% | Q4 2016 | Q1 2020 | 14 |
Wealthquest Corp | 14 | 14 | 4.16% | 6.64% | 9.21% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.08% | 0.70% | 1.38% | Q2 2020 | Q3 2023 | 14 |
SkyOak Wealth, LLC | 14 | 14 | 0.43% | 1.33% | 2.28% | Q2 2020 | Q3 2023 | 14 |
Adero Partners, LLC | 14 | 14 | 0.04% | 0.15% | 0.45% | Q2 2020 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 8 | 1 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 14 |
HL FINANCIAL SERVICES LLC | 14 | 14 | 0.01% | 0.07% | 0.22% | Q4 2015 | Q1 2019 | 14 |
Apella Capital, LLC | 11 | 3 | 0.08% | 0.19% | 0.27% | Q2 2020 | Q4 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
HCR Wealth Advisors | 12 | 1 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Lincoln Capital LLC | 14 | 14 | 0.16% | 0.34% | 0.40% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.18% | 0.25% | 0.45% | Q4 2019 | Q3 2023 | 14 |
Fortis Advisors, LLC | 8 | 1 | 0.01% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 14 |
Donald L. Hagan, LLC | 14 | 14 | 0.28% | 0.63% | 0.84% | Q3 2019 | Q4 2022 | 14 |
ISTHMUS PARTNERS, LLC | 8 | 1 | 0.00% | 1.44% | 4.47% | Q4 2016 | Q3 2023 | 14 |
Keebeck Wealth Management, LLC | 12 | 1 | 0.00% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Legacy Private Trust Co. | 14 | 14 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.59% | 5.07% | 10.39% | Q4 2019 | Q1 2023 | 14 |
RMB Capital Management, LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Continuum Advisory, LLC | 14 | 14 | 0.61% | 0.88% | 1.16% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 13 | 1 | 0.04% | 0.54% | 1.27% | Q1 2020 | Q3 2023 | 14 |
Schoolcraft Capital LLC | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.09% | 0.20% | Q3 2013 | Q4 2016 | 14 |
NATIXIS | 14 | 14 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.12% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 3 | 0.04% | 0.64% | 1.74% | Q2 2019 | Q3 2023 | 14 |
OKABENA INVESTMENT SERVICES INC | 14 | 14 | 0.02% | 0.82% | 2.51% | Q2 2020 | Q3 2023 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.13% | 0.92% | 1.82% | Q2 2020 | Q3 2023 | 14 |
WADE G W & INC | 12 | 2 | 0.02% | 0.25% | 0.49% | Q2 2018 | Q3 2023 | 14 |
Stokes & Hubbell Capital Management, LLC | 14 | 14 | 0.76% | 2.16% | 3.18% | Q4 2015 | Q1 2019 | 14 |
VAUGHAN & Co SECURITIES, INC. | 8 | 6 | 0.29% | 0.50% | 0.70% | Q4 2019 | Q3 2023 | 14 |
PDS Planning, Inc | 14 | 14 | 1.33% | 1.72% | 2.55% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
CAMBRIDGE TRUST CO | 11 | 3 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 14 |
Orgel Wealth Management, LLC | 14 | 14 | 0.69% | 1.59% | 2.49% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.05% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 14 | 14 | 0.29% | 0.42% | 0.52% | Q2 2020 | Q3 2023 | 14 |
One Wealth Advisors, LLC | 10 | 4 | 0.19% | 0.34% | 1.22% | Q1 2020 | Q3 2023 | 14 |
Covenant Multifamily Offices, LLC | 13 | 1 | 0.00% | 0.67% | 1.78% | Q4 2017 | Q3 2021 | 14 |
Legacy Advisors, LLC | 6 | 3 | 0.03% | 0.13% | 0.48% | Q3 2018 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 13 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 13 | 13 | 2.56% | 2.80% | 3.20% | Q3 2020 | Q3 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 13 | 13 | 2.58% | 4.08% | 6.70% | Q4 2018 | Q4 2021 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.05% | 0.15% | 0.26% | Q3 2019 | Q3 2022 | 13 |
ELEMENT POINTE ADVISORS, LLC | 5 | 4 | 0.31% | 1.77% | 3.50% | Q4 2018 | Q3 2023 | 13 |
BCS Wealth Management | 13 | 13 | 2.08% | 2.70% | 3.62% | Q4 2019 | Q4 2022 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
Bison Wealth, LLC | 10 | 1 | 0.10% | 0.25% | 0.56% | Q2 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.18% | 0.38% | 0.56% | Q3 2020 | Q3 2023 | 13 |
NEW ENGLAND ASSET MANAGEMENT INC | 13 | 13 | 0.14% | 1.06% | 4.16% | Q3 2020 | Q3 2023 | 13 |
Northeast Financial Consultants Inc | 13 | 13 | 0.05% | 0.09% | 0.20% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q2 2022 | 13 |
CAPITAL WEALTH MANAGEMENT, LLC | 13 | 13 | 0.42% | 1.32% | 2.06% | Q4 2019 | Q4 2022 | 13 |
AGF INVESTMENTS INC. | 13 | 13 | 0.02% | 0.04% | 0.12% | Q1 2016 | Q1 2019 | 13 |
DeGreen Capital Management LLC | 13 | 13 | 0.32% | 2.50% | 3.84% | Q4 2016 | Q4 2019 | 13 |
Jasper Ridge Partners, L.P. | 13 | 13 | 0.40% | 4.42% | 12.21% | Q4 2018 | Q4 2021 | 13 |
1834 INVESTMENT ADVISORS CO | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.17% | 0.51% | 0.98% | Q3 2020 | Q3 2023 | 13 |
BlackRock Institutional Trust Company, N.A. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
CAMDEN NATIONAL BANK | 10 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 13 |
Intellectus Partners, LLC | 6 | 1 | 0.01% | 0.30% | 0.40% | Q4 2016 | Q2 2020 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.13% | 0.30% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 10 | 3 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Braun-Bostich & Associates Inc. | 7 | 2 | 0.05% | 2.26% | 5.49% | Q4 2017 | Q2 2022 | 13 |
CALTON & ASSOCIATES, INC. | 8 | 1 | 0.07% | 0.19% | 0.34% | Q4 2017 | Q1 2022 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.04% | 0.05% | 0.10% | Q2 2016 | Q2 2019 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.08% | 0.49% | 1.50% | Q4 2018 | Q4 2021 | 13 |
Independence Wealth Advisors, Inc. | 13 | 13 | 8.95% | 10.43% | 12.28% | Q4 2017 | Q4 2020 | 13 |
Summit Trail Advisors, LLC | 8 | 1 | 0.08% | 0.24% | 0.59% | Q2 2018 | Q3 2023 | 13 |
O'Brien Wealth Partners LLC | 13 | 13 | 0.24% | 0.29% | 0.35% | Q1 2016 | Q1 2019 | 13 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.06% | 0.32% | 2.21% | Q2 2020 | Q3 2023 | 13 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.04% | 0.53% | Q4 2018 | Q4 2022 | 13 |
WASHINGTON TRUST BANK | 13 | 13 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q2 2018 | 13 |
Northwest Capital Management Inc | 9 | 4 | 0.15% | 0.27% | 0.33% | Q4 2017 | Q3 2023 | 13 |
EPG Wealth Management LLC | 11 | 2 | 0.03% | 0.20% | 0.27% | Q4 2019 | Q3 2023 | 13 |
Emerald Advisors, LLC | 12 | 1 | 0.55% | 0.96% | 1.13% | Q4 2019 | Q3 2023 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 4.23% | 7.45% | 10.26% | Q3 2020 | Q3 2023 | 13 |
Neumann Capital Management, LLC | 13 | 13 | 0.11% | 2.96% | 7.07% | Q3 2020 | Q3 2023 | 13 |
CWS Financial Advisors, LLC | 8 | 5 | 0.81% | 0.93% | 1.14% | Q2 2020 | Q3 2023 | 13 |
New Capital Management LP | 7 | 1 | 0.61% | 1.05% | 1.77% | Q1 2020 | Q3 2023 | 13 |
Mayfair Advisory Group, LLC | 9 | 4 | 0.23% | 0.38% | 0.68% | Q2 2020 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q1 2022 | 13 |
Shepherd Financial Partners LLC | 10 | 3 | 0.05% | 2.62% | 6.71% | Q1 2018 | Q3 2023 | 13 |
Private Vista, LLC | 13 | 13 | 0.15% | 0.24% | 0.38% | Q1 2017 | Q1 2020 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.00% | 0.11% | 0.19% | Q2 2019 | Q2 2022 | 13 |
Financial Enhancement Group LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.14% | 0.67% | 1.34% | Q2 2014 | Q3 2017 | 13 |
WestEnd Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.03% | 0.12% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Silicon Hills Wealth Management, LLC | 13 | 13 | 0.22% | 3.30% | 6.86% | Q4 2019 | Q4 2022 | 13 |
Sharkey, Howes & Javer | 13 | 13 | 0.00% | 1.76% | 4.12% | Q1 2018 | Q1 2021 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 1 | 0.36% | 1.19% | 3.28% | Q3 2017 | Q3 2023 | 13 |
Kopp Family Office, LLC | 13 | 13 | 0.03% | 6.60% | 16.72% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.22% | 0.27% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.13% | 0.20% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.19% | 0.33% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Partnervest Advisory Services LLC | 8 | 5 | 0.01% | 0.18% | 0.38% | Q2 2013 | Q3 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.15% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Calamos Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.61% | 0.73% | 0.93% | Q4 2020 | Q3 2023 | 12 |
DOWLING & YAHNKE LLC | 8 | 4 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 12 |
NICHOLS & PRATT ADVISERS LLP /MA | 12 | 12 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q4 2020 | 12 |
FOSTER & MOTLEY INC | 12 | 12 | 0.08% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.06% | 0.44% | 0.89% | Q4 2019 | Q3 2023 | 12 |
COUNTRY TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 12 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.03% | 0.06% | 0.07% | Q2 2017 | Q1 2020 | 12 |
Geller Advisors LLC | 11 | 1 | 0.08% | 0.09% | 0.16% | Q3 2019 | Q3 2022 | 12 |
MAKENA CAPITAL MANAGEMENT LLC | 12 | 12 | 0.32% | 2.31% | 4.77% | Q3 2014 | Q2 2017 | 12 |
COMERICA SECURITIES INC | 8 | 4 | 0.40% | 0.58% | 0.91% | Q4 2015 | Q4 2018 | 12 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.14% | 0.31% | Q2 2015 | Q4 2022 | 12 |
Cypress Wealth Advisors LLC | 9 | 1 | 0.19% | 0.58% | 1.08% | Q2 2015 | Q3 2018 | 12 |
Brouwer & Janachowski, LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.44% | 3.09% | 3.94% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 11 | 1 | 0.07% | 1.07% | 5.67% | Q3 2017 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.13% | 0.59% | Q3 2014 | Q1 2023 | 12 |
Joel Isaacson & Co., LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 12 |
Wilshire Advisors LLC | 12 | 12 | 7.73% | 19.69% | 23.23% | Q4 2020 | Q3 2023 | 12 |
Colony Family Offices, LLC | 12 | 12 | 13.01% | 18.10% | 31.50% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.28% | 0.62% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Highland Private Wealth Management | 11 | 1 | 1.41% | 5.09% | 6.37% | Q1 2018 | Q3 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.11% | 0.56% | 0.78% | Q2 2019 | Q1 2022 | 12 |
Cable Hill Partners, LLC | 7 | 2 | 0.03% | 0.18% | 0.35% | Q3 2017 | Q3 2022 | 12 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 1 | 0.00% | 0.07% | 0.12% | Q3 2019 | Q1 2023 | 12 |
Almanack Investment Partners, LLC. | 12 | 12 | 0.06% | 0.13% | 0.38% | Q3 2020 | Q2 2023 | 12 |
McAdam, LLC | 9 | 3 | 0.00% | 0.41% | 0.93% | Q1 2018 | Q3 2023 | 12 |
ACCESS FINANCIAL SERVICES, INC. | 12 | 12 | 0.68% | 0.77% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Ferris Capital, LLC | 5 | 3 | 0.24% | 1.39% | 3.74% | Q4 2018 | Q1 2022 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 1.50% | 2.50% | 3.56% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.61% | 1.61% | 2.54% | Q4 2020 | Q3 2023 | 12 |
Insight Wealth Strategies, LLC | 12 | 12 | 0.03% | 0.20% | 0.38% | Q1 2019 | Q4 2021 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.16% | 0.43% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Outlook Wealth Advisors, LLC | 6 | 2 | 0.09% | 0.78% | 2.08% | Q1 2019 | Q3 2023 | 12 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 2 | 0.10% | 0.24% | 0.36% | Q4 2018 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.01% | 0.08% | 0.34% | Q1 2019 | Q1 2022 | 12 |
Beacon Harbor Wealth Advisors, Inc. | 5 | 3 | 0.45% | 2.05% | 3.26% | Q3 2019 | Q3 2023 | 12 |
tru Independence LLC | 11 | 1 | 0.54% | 0.92% | 1.62% | Q4 2019 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 0.51% | 0.91% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Symphony Financial, Ltd. Co. | 12 | 12 | 0.74% | 3.37% | 5.41% | Q4 2020 | Q3 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.05% | 0.27% | 0.58% | Q4 2020 | Q3 2023 | 12 |
PAX Financial Group, LLC | 8 | 1 | 0.05% | 1.09% | 5.00% | Q4 2019 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.07% | 0.21% | Q4 2019 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 3.05% | 6.52% | 9.86% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.20% | 0.96% | 1.52% | Q2 2020 | Q1 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 1.41% | 1.95% | 3.61% | Q4 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 3.15% | 3.61% | 5.24% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.07% | 0.31% | 0.60% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 0.08% | 0.53% | 1.31% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.26% | 0.65% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.53% | 1.56% | 2.34% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.60% | 0.88% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.64% | 1.52% | Q3 2020 | Q2 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.61% | 0.96% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Schiavi & Co LLC | 12 | 12 | 0.16% | 0.49% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 2.82% | 3.32% | 3.64% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.46% | 1.02% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Roth Financial Partners LLC | 12 | 12 | 18.76% | 20.37% | 22.59% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 2.19% | 2.52% | 3.31% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.22% | 0.34% | 0.70% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.44% | 0.95% | 1.15% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.71% | 0.84% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.44% | 0.67% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Fountainhead AM, LLC | 12 | 12 | 0.72% | 1.01% | 1.28% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.22% | 1.53% | 3.96% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.17% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.14% | 1.27% | 2.89% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.08% | 1.35% | 2.47% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 12.79% | 15.47% | 17.66% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 4.72% | 5.15% | 6.07% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.26% | 0.70% | 1.35% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 1.41% | 2.98% | 5.26% | Q4 2020 | Q3 2023 | 12 |
Compton Financial Group, LLC | 12 | 12 | 14.53% | 15.95% | 17.49% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 4.99% | 5.41% | 6.17% | Q4 2020 | Q3 2023 | 12 |
ShoreHaven Wealth Partners, LLC | 12 | 12 | 0.37% | 4.04% | 9.82% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 2.68% | 4.71% | 6.19% | Q4 2020 | Q3 2023 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 2.26% | 3.00% | 4.73% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.34% | 0.68% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.23% | 0.57% | 1.04% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 2.78% | 3.81% | 5.47% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.06% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 1.91% | 2.83% | 4.44% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.87% | 1.04% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.16% | 0.32% | 0.75% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 1.97% | 4.07% | 6.14% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 3.89% | 4.40% | 6.10% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 1.69% | 1.98% | 2.62% | Q4 2020 | Q3 2023 | 12 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.37% | 1.02% | 1.99% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.46% | 0.78% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.03% | 0.13% | 0.34% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.74% | 1.03% | 1.23% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.52% | 0.83% | 2.25% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 1.69% | 2.24% | 3.13% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.36% | 0.67% | 1.56% | Q4 2018 | Q3 2021 | 12 |
VALLEY NATIONAL ADVISERS INC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.08% | 0.36% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 1 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q3 2022 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 7.05% | 10.42% | 11.82% | Q4 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.14% | 0.82% | 2.15% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.17% | 0.74% | Q4 2018 | Q3 2021 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 11.74% | 14.83% | 18.43% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.48% | 0.56% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.83% | 1.80% | 4.14% | Q1 2021 | Q3 2023 | 11 |
DRW Securities, LLC | 6 | 1 | 0.02% | 0.80% | 3.37% | Q4 2018 | Q2 2022 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 0.09% | 0.23% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Divergent Wealth Advisors | 8 | 3 | 0.03% | 0.36% | 1.20% | Q3 2018 | Q2 2023 | 11 |
Alpha Cubed Investments, LLC | 10 | 1 | 0.01% | 0.87% | 2.04% | Q3 2017 | Q1 2022 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.53% | 1.26% | 2.11% | Q4 2019 | Q2 2022 | 11 |
Hayden Royal, LLC | 11 | 11 | 0.16% | 0.50% | 1.09% | Q4 2018 | Q2 2021 | 11 |
XML Financial, LLC | 6 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 11 |
Blue Chip Partners, LLC | 5 | 2 | 0.02% | 0.66% | 1.47% | Q4 2018 | Q3 2023 | 11 |
BURKE & HERBERT BANK & TRUST CO | 11 | 11 | 0.15% | 0.22% | 0.29% | Q1 2021 | Q3 2023 | 11 |
OmniStar Financial Group, Inc. | 11 | 11 | 0.21% | 0.56% | 0.86% | Q2 2018 | Q4 2020 | 11 |
BIEGEL & WALLER LLC | 11 | 11 | 0.19% | 1.40% | 3.71% | Q1 2017 | Q3 2019 | 11 |
Arkadios Wealth Advisors | 9 | 2 | 0.00% | 0.07% | 0.52% | Q4 2019 | Q3 2023 | 11 |
CAPITAL CITY TRUST CO/FL | 7 | 2 | 0.06% | 0.10% | 0.27% | Q4 2019 | Q2 2023 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 0.29% | 0.37% | 0.58% | Q4 2019 | Q2 2022 | 11 |
NorthRock Partners, LLC | 10 | 1 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.22% | 0.33% | 0.43% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.07% | 0.13% | 0.20% | Q1 2014 | Q1 2017 | 11 |
H&H Retirement Design & Management INC | 8 | 3 | 0.69% | 2.02% | 4.03% | Q1 2020 | Q4 2022 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 11 |
Fieldpoint Private Securities, LLC | 9 | 2 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q2 2022 | 11 |
NOESIS CAPITAL MANGEMENT CORP | 11 | 11 | 0.05% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Personal Wealth Partners | 11 | 11 | 0.69% | 1.25% | 1.52% | Q3 2019 | Q1 2022 | 11 |
Karp Capital Management Corp | 9 | 2 | 1.22% | 1.63% | 2.45% | Q3 2019 | Q3 2022 | 11 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 3 | 0.00% | 0.10% | 0.19% | Q4 2020 | Q3 2023 | 11 |
PITCAIRN CO | 11 | 11 | 0.03% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
FMA ADVISORY INC | 10 | 1 | 0.34% | 0.48% | 0.56% | Q1 2017 | Q4 2019 | 11 |
New World Advisors LLC | 9 | 1 | 0.00% | 0.16% | 0.42% | Q1 2019 | Q3 2023 | 11 |
Cardinal Strategic Wealth Guidance | 11 | 11 | 0.97% | 6.76% | 12.34% | Q1 2021 | Q3 2023 | 11 |
Peterson Wealth Advisors, LLC | 10 | 1 | 0.09% | 0.32% | 0.67% | Q4 2017 | Q4 2020 | 11 |
Advisory Resource Group | 11 | 11 | 0.73% | 1.03% | 2.40% | Q4 2018 | Q2 2021 | 11 |
HYA Advisors, Inc | 11 | 11 | 1.99% | 3.05% | 3.92% | Q4 2019 | Q2 2022 | 11 |
Maltin Wealth Management, Inc. | 10 | 1 | 0.23% | 3.87% | 5.30% | Q4 2019 | Q3 2022 | 11 |
Ratio Wealth Group | 9 | 2 | 3.48% | 4.85% | 7.19% | Q4 2020 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.08% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 11 |
HighTower Trust Company, N.A. | 6 | 5 | 0.03% | 0.25% | 0.47% | Q2 2018 | Q1 2023 | 11 |
Cypress Capital Group | 9 | 2 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Caprock Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.30% | 1.21% | 1.56% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2018 | 11 |
Navalign, LLC | 11 | 11 | 0.28% | 0.71% | 2.00% | Q1 2021 | Q3 2023 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.15% | 0.56% | Q1 2017 | Q3 2023 | 11 |
Stanley-Laman Group, Ltd. | 11 | 11 | 0.12% | 0.18% | 0.21% | Q2 2016 | Q4 2018 | 11 |
Riggs Asset Managment Co. Inc. | 8 | 3 | 0.01% | 0.26% | 2.70% | Q4 2019 | Q3 2022 | 11 |
MTC Wealth Management LLC | 11 | 11 | 8.20% | 9.72% | 18.24% | Q1 2021 | Q3 2023 | 11 |
CATALYST PRIVATE WEALTH, LLC | 11 | 11 | 0.26% | 0.34% | 0.43% | Q2 2021 | Q4 2023 | 11 |
DT Investment Partners, LLC | 11 | 11 | 0.00% | 3.00% | 4.02% | Q2 2020 | Q4 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 1.19% | 3.03% | Q4 2017 | Q2 2020 | 11 |
Planned Solutions, Inc. | 7 | 4 | 2.97% | 3.52% | 4.11% | Q3 2020 | Q2 2023 | 11 |
Southern Farm Bureau Life Insurance | 8 | 3 | 7.95% | 10.64% | 15.31% | Q4 2020 | Q3 2023 | 11 |
Capital Square, LLC | 9 | 2 | 0.24% | 0.69% | 0.97% | Q4 2019 | Q4 2022 | 11 |
Berkshire Bank | 11 | 11 | 0.20% | 3.24% | 5.58% | Q1 2021 | Q3 2023 | 11 |
Tranquility Partners, LLC | 7 | 4 | 0.10% | 0.33% | 0.61% | Q2 2019 | Q3 2023 | 11 |
Pinnacle Family Advisors, LLC | 10 | 1 | 0.36% | 1.43% | 3.87% | Q2 2017 | Q1 2023 | 11 |
Hanson & Doremus Investment Management | 9 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.79% | 1.78% | Q4 2020 | Q4 2023 | 11 |
Canton Hathaway, LLC | 5 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q2 2022 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.79% | 1.38% | 1.93% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Annex Advisory Services, LLC | 10 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q2 2023 | 11 |
GM Advisory Group, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.05% | 1.64% | 3.43% | Q1 2018 | Q3 2023 | 11 |
INNEALTA CAPITAL, LLC | 9 | 1 | 0.27% | 0.92% | 1.28% | Q2 2020 | Q3 2023 | 11 |
BADGLEY PHELPS & BELL INC | 11 | 11 | 0.27% | 0.33% | 0.35% | Q2 2015 | Q4 2017 | 11 |
IVC Wealth Advisors LLC | 11 | 11 | 0.14% | 0.30% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 2.34% | 2.80% | 3.94% | Q4 2020 | Q2 2023 | 11 |
GIRARD PARTNERS LTD. | 7 | 4 | 0.05% | 0.10% | 0.46% | Q1 2017 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
IRONWOOD WEALTH MANAGEMENT, INC. | 11 | 11 | 0.32% | 3.59% | 6.09% | Q4 2020 | Q2 2023 | 11 |
Insight Advisors, LLC/ PA | 7 | 4 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Huntington Steele LLC | 11 | 11 | 0.10% | 0.20% | 0.32% | Q3 2015 | Q1 2018 | 11 |
QCI ASSET MANAGEMENT INC/NY | 11 | 11 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2020 | 11 |
MBA Advisors LLC | 11 | 11 | 0.29% | 0.38% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.98% | 1.36% | 1.91% | Q1 2021 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.10% | 2.10% | 8.48% | Q1 2021 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.06% | 0.28% | 1.20% | Q1 2021 | Q3 2023 | 11 |
Centerpoint Advisors, LLC | 8 | 3 | 0.00% | 0.63% | 1.88% | Q3 2019 | Q3 2023 | 11 |
ICONIQ Capital, LLC | 11 | 11 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Osborn Williams & Donohoe LLC | 8 | 3 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2019 | 11 |
Risk Paradigm Group, LLC | 11 | 11 | 0.12% | 0.95% | 2.12% | Q3 2015 | Q1 2018 | 11 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.18% | Q2 2014 | Q4 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.05% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Sandhill Capital Partners LLC | 7 | 3 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
QS Investors, LLC | 10 | 10 | 0.03% | 0.58% | 0.79% | Q1 2019 | Q2 2021 | 10 |
SVB Investment Services Inc. | 10 | 10 | 1.41% | 2.08% | 3.88% | Q4 2019 | Q1 2022 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.03% | 0.12% | 0.48% | Q4 2019 | Q1 2022 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.52% | 0.79% | 1.16% | Q4 2020 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.14% | 0.38% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AlphaCore Capital LLC | 9 | 1 | 0.00% | 0.05% | 0.34% | Q4 2019 | Q3 2023 | 10 |
GenTrust, LLC | 10 | 10 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q1 2020 | 10 |
Principal Street Partners, LLC | 10 | 10 | 0.06% | 0.14% | 0.24% | Q1 2021 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Royal Fund Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q4 2019 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 3.75% | 6.27% | 9.45% | Q2 2021 | Q3 2023 | 10 |
Financial Advisory Group | 10 | 10 | 0.06% | 0.20% | 0.38% | Q3 2017 | Q4 2019 | 10 |
Empirical Finance, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Edgemoor Investment Advisors, Inc. | 5 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 10 |
Paracle Advisors, LLC | 10 | 10 | 0.30% | 0.59% | 0.84% | Q4 2018 | Q1 2021 | 10 |
WILLIAMS JONES & ASSOCIATES LLC | 10 | 10 | 0.21% | 0.24% | 0.27% | Q1 2017 | Q2 2019 | 10 |
Diversified, LLC | 8 | 2 | 0.12% | 0.21% | 0.67% | Q4 2020 | Q3 2023 | 10 |
Squarepoint Ops LLC | 2 | 1 | 0.01% | 0.27% | 1.16% | Q4 2016 | Q2 2023 | 10 |
Onyx Bridge Wealth Group LLC | 9 | 1 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Intersect Capital LLC | 10 | 10 | 0.32% | 0.42% | 0.71% | Q4 2014 | Q1 2017 | 10 |
Laurel Wealth Planning LLC | 10 | 10 | 0.01% | 0.06% | 0.19% | Q4 2020 | Q1 2023 | 10 |
M. Kulyk & Associates, LLC | 10 | 10 | 0.10% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Shelter Mutual Insurance Co | 10 | 10 | 2.96% | 3.30% | 3.78% | Q2 2021 | Q3 2023 | 10 |
Progeny 3, Inc. | 10 | 10 | 3.02% | 6.77% | 9.75% | Q1 2020 | Q2 2022 | 10 |
jvl associates llc | 10 | 10 | 1.10% | 7.84% | 12.07% | Q4 2017 | Q1 2020 | 10 |
Trust Co | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Garrison Point Capital, LLC | 10 | 10 | 0.23% | 2.68% | 8.52% | Q2 2020 | Q3 2022 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.11% | 0.42% | 1.11% | Q1 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.01% | 0.58% | 1.64% | Q2 2018 | Q3 2023 | 10 |
Shelter Ins Retirement Plan | 10 | 10 | 23.22% | 24.48% | 26.19% | Q2 2021 | Q3 2023 | 10 |
Efficient Market Advisors, LLC | 10 | 10 | 0.59% | 0.92% | 1.44% | Q4 2014 | Q1 2017 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.98% | 1.06% | 1.10% | Q2 2021 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 2.34% | 3.34% | 5.14% | Q4 2020 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Rainier Group Investment Advisory LLC | 10 | 10 | 0.54% | 22.53% | 29.54% | Q4 2016 | Q1 2019 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.23% | 0.34% | 0.52% | Q4 2017 | Q1 2020 | 10 |
Orion Capital Management LLC | 10 | 10 | 0.01% | 0.17% | 0.31% | Q4 2020 | Q1 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.07% | 0.13% | 0.18% | Q1 2021 | Q2 2023 | 10 |
WESTWOOD HOLDINGS GROUP INC | 10 | 10 | 0.00% | 0.83% | 1.38% | Q3 2018 | Q4 2020 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.35% | 0.56% | 0.94% | Q4 2020 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 10 |
ALTFEST L J & CO INC | 10 | 10 | 0.05% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 10 |
Concert Wealth Management Inc. | 10 | 10 | 0.03% | 0.09% | 0.25% | Q4 2014 | Q1 2017 | 10 |
ATWOOD & PALMER INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Kovitz Investment Group Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2021 | 10 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 1 | 0.02% | 0.59% | 5.45% | Q4 2015 | Q4 2019 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.34% | 0.64% | Q4 2019 | Q1 2022 | 10 |
Aviance Capital Partners, LLC | 10 | 10 | 0.04% | 0.11% | 0.30% | Q2 2019 | Q3 2021 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.11% | 0.13% | 0.21% | Q4 2020 | Q1 2023 | 10 |
Whitegate Investment Counselors, Inc. | 6 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 10 |
Lantz Financial LLC | 10 | 10 | 0.27% | 0.38% | 0.45% | Q4 2019 | Q1 2022 | 10 |
Keel Point, LLC | 4 | 3 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.17% | 0.53% | 0.92% | Q1 2018 | Q2 2020 | 10 |
Strategic Point Investment Advisors, LLC | 10 | 10 | 1.64% | 2.87% | 5.66% | Q2 2021 | Q3 2023 | 10 |
Clearstead Trust, LLC | 5 | 2 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 10 |
Smith Anglin Financial, LLC | 5 | 5 | 0.05% | 2.41% | 6.62% | Q4 2020 | Q3 2023 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.01% | 0.05% | 0.06% | Q3 2016 | Q2 2020 | 10 |
Wealth Quarterback LLC | 5 | 1 | 0.17% | 1.06% | 2.64% | Q1 1987 | Q4 2022 | 10 |
Charles Schwab Trust Co | 8 | 2 | 0.11% | 1.47% | 2.90% | Q3 2019 | Q3 2023 | 10 |
Greenline Partners, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q1 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.07% | 0.45% | 0.94% | Q2 2018 | Q2 2020 | 9 |
RIVERSEDGE ADVISORS, LLC | 5 | 1 | 0.07% | 4.87% | 13.32% | Q2 2019 | Q3 2023 | 9 |
Core Wealth Advisors, Inc. | 9 | 9 | 3.46% | 6.63% | 10.20% | Q3 2021 | Q3 2023 | 9 |
Prestige Wealth Management Group LLC | 8 | 1 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q4 2022 | 9 |
ArchPoint Investors | 9 | 9 | 2.53% | 3.03% | 3.44% | Q3 2021 | Q3 2023 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 9 | 0.46% | 0.53% | 0.67% | Q4 2017 | Q4 2019 | 9 |
Summit Global Investments | 9 | 9 | 0.75% | 0.91% | 1.25% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.40% | 0.48% | 0.69% | Q3 2021 | Q3 2023 | 9 |
LYELL WEALTH MANAGEMENT, LP | 5 | 4 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 9 |
FORESTERS ASSET MANAGEMENT INC. | 9 | 9 | 0.83% | 2.22% | 4.12% | Q2 2017 | Q2 2019 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
RBF Capital, LLC | 8 | 1 | 0.15% | 0.26% | 0.29% | Q4 2017 | Q3 2022 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 2 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 8 | 1 | 0.02% | 0.12% | 0.16% | Q3 2017 | Q3 2023 | 9 |
MASON STREET ADVISORS, LLC | 7 | 2 | 0.08% | 9.76% | 17.34% | Q4 2019 | Q3 2023 | 9 |
FIRST NATIONAL BANK OF OMAHA | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ziegler Capital Management, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 1.02% | 1.07% | 1.12% | Q3 2021 | Q3 2023 | 9 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q2 2022 | 9 |
US FINANCIAL ADVISORS, LLC | 7 | 2 | 0.06% | 0.63% | 2.40% | Q4 2014 | Q1 2021 | 9 |
TPB WEALTH ADVISORS | 8 | 1 | 1.83% | 2.85% | 4.75% | Q4 2020 | Q1 2023 | 9 |
Bienville Capital Management, LLC | 9 | 9 | 0.02% | 0.29% | 1.02% | Q2 2017 | Q2 2019 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.66% | 2.80% | 3.63% | Q4 2021 | Q4 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 1.49% | 1.69% | 1.88% | Q4 2021 | Q4 2023 | 9 |
Premise Capital, LLC | 9 | 9 | 0.17% | 12.03% | 23.68% | Q2 2018 | Q2 2020 | 9 |
FORT PITT CAPITAL GROUP, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q1 2023 | 9 |
Johanson Financial Advisors, Inc. | 7 | 1 | 0.10% | 0.26% | 0.46% | Q3 2017 | Q4 2021 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.05% | 0.19% | 0.30% | Q3 2019 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.08% | 1.45% | 2.61% | Q3 2021 | Q3 2023 | 9 |
Corbenic Partners LLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q2 2022 | 9 |
Invst, LLC | 6 | 1 | 0.03% | 0.69% | 1.71% | Q3 2019 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.63% | 0.69% | 0.79% | Q1 2021 | Q1 2023 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.57% | 2.59% | 7.92% | Q4 2019 | Q4 2021 | 9 |
Chicago Partners Investment Group LLC | 7 | 1 | 0.02% | 0.12% | 0.51% | Q4 2018 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 3.42% | 4.05% | 4.67% | Q4 2020 | Q4 2022 | 9 |
DUBUQUE BANK & TRUST CO | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2022 | 9 |
Smithfield Trust Co | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 9 |
SADOFF INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.15% | 0.82% | 2.84% | Q1 2020 | Q1 2022 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 9 |
SWMG, LLC | 5 | 4 | 0.14% | 0.77% | 1.71% | Q1 2021 | Q2 2023 | 9 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q2 2022 | 9 |
Vestcor Inc | 7 | 2 | 0.07% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 9 |
MKD WEALTH COACHES, LLC | 9 | 9 | 0.35% | 2.55% | 4.33% | Q4 2018 | Q4 2020 | 9 |
ONE Advisory Partners, LLC | 9 | 9 | 0.40% | 1.35% | 3.67% | Q2 2020 | Q2 2022 | 9 |
StrongBox Wealth, LLC | 4 | 1 | 0.25% | 0.56% | 1.01% | Q1 2020 | Q4 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
RMR Wealth Builders | 8 | 1 | 0.00% | 2.63% | 3.89% | Q1 2021 | Q3 2023 | 9 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.14% | 0.59% | 2.98% | Q4 2018 | Q4 2020 | 9 |
BEAM WEALTH ADVISORS, INC. | 9 | 9 | 0.18% | 0.62% | 1.28% | Q1 2021 | Q1 2023 | 9 |
HEADINVEST, LLC | 7 | 2 | 0.09% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 1.72% | 2.77% | 3.84% | Q4 2014 | Q4 2016 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 9 | 9 | 0.41% | 0.73% | 1.24% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q1 2022 | 9 |
Parcion Private Wealth LLC | 6 | 3 | 0.03% | 1.36% | 10.18% | Q4 2019 | Q4 2022 | 9 |
Accredited Investors Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Secure Asset Management, LLC | 8 | 1 | 0.09% | 0.29% | 0.51% | Q4 2019 | Q3 2023 | 9 |
SFMG, LLC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.10% | 0.48% | 1.63% | Q4 2017 | Q1 2021 | 9 |
Passaic Partners LLC | 8 | 8 | 24.97% | 26.28% | 27.29% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 15.09% | 21.25% | 23.84% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 3.20% | 3.65% | 4.48% | Q4 2021 | Q3 2023 | 8 |
NIXON PEABODY TRUST CO | 7 | 1 | 0.11% | 0.80% | 1.98% | Q2 2018 | Q2 2020 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 1.60% | 2.12% | 3.02% | Q4 2021 | Q3 2023 | 8 |
Canal Capital Management, LLC | 8 | 8 | 0.20% | 0.22% | 0.24% | Q1 2017 | Q4 2018 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 5.49% | 6.02% | 6.52% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.22% | 1.89% | 2.69% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.70% | 1.07% | 1.40% | Q4 2021 | Q3 2023 | 8 |
PACIFIC FINANCIAL GROUP INC | 5 | 3 | 0.13% | 0.43% | 1.08% | Q1 2019 | Q2 2022 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.77% | 1.19% | 1.60% | Q4 2021 | Q3 2023 | 8 |
TNF LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q2 2023 | 8 |
PALLADIUM PARTNERS LLC | 8 | 8 | 0.17% | 0.20% | 0.22% | Q2 2020 | Q1 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.24% | 0.68% | 2.29% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.48% | 0.67% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.84% | 1.97% | 3.76% | Q4 2021 | Q3 2023 | 8 |
RHS Financial, LLC | 8 | 8 | 0.17% | 0.63% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.23% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 1.89% | 2.64% | 3.29% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 2.60% | 4.33% | 5.69% | Q4 2021 | Q3 2023 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 2 | 0.02% | 1.01% | 4.03% | Q1 2017 | Q1 2020 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.29% | 0.63% | 1.48% | Q4 2018 | Q3 2020 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.42% | 1.07% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 1.71% | 2.35% | 3.48% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.37% | 0.40% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.56% | 1.11% | 2.78% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 1.28% | 1.48% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.96% | 3.15% | 5.67% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.21% | 0.31% | 0.64% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.74% | 4.11% | 6.58% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Oder Investment Management, LLC | 7 | 1 | 0.24% | 0.30% | 0.36% | Q4 2020 | Q4 2022 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.17% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Center For Asset Management LLC | 5 | 3 | 0.21% | 0.65% | 1.10% | Q1 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.12% | 1.13% | 2.03% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.93% | 1.62% | 2.95% | Q4 2015 | Q3 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.10% | 0.53% | 0.94% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.30% | 0.45% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Iowa State Bank | 8 | 8 | 0.14% | 3.05% | 4.66% | Q4 2021 | Q3 2023 | 8 |
Glovista Investments LLC | 7 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2022 | 8 |
Rainwater Charitable Foundation | 5 | 3 | 0.52% | 3.33% | 7.54% | Q4 2018 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Well Done, LLC | 5 | 1 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q4 2022 | 8 |
Frontier Asset Management, LLC | 8 | 8 | 1.69% | 2.96% | 4.62% | Q4 2021 | Q3 2023 | 8 |
Red Door Wealth Management, LLC | 3 | 1 | 0.01% | 0.26% | 1.76% | Q4 2019 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Financial Partners, LLC | 8 | 8 | 0.25% | 3.09% | 7.02% | Q1 2016 | Q4 2017 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.96% | 1.15% | 1.43% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 2.18% | 2.62% | 3.21% | Q4 2021 | Q3 2023 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 2.43% | 3.63% | 4.21% | Q3 2021 | Q3 2023 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 1.26% | 1.63% | 1.93% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.12% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.32% | 0.44% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.17% | 0.32% | 0.48% | Q4 2021 | Q3 2023 | 8 |
NewFocus Financial Group, LLC | 8 | 8 | 0.56% | 1.50% | 2.78% | Q1 2019 | Q4 2020 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.13% | 0.21% | 0.62% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 1.71% | 2.40% | 3.07% | Q4 2021 | Q3 2023 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Ascent Group, LLC | 8 | 8 | 0.29% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 8 |
B. Riley Financial, Inc. | 8 | 8 | 0.17% | 0.22% | 0.37% | Q4 2016 | Q3 2018 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.28% | 1.19% | 2.79% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 3.91% | 5.71% | 7.51% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.06% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 4.35% | 4.70% | 5.02% | Q4 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.42% | 0.66% | 0.99% | Q4 2021 | Q3 2023 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.35% | 0.73% | Q1 2018 | Q3 2023 | 8 |
Trilogy Capital Inc. | 7 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 1.49% | 1.62% | 1.76% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.07% | 0.44% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.23% | 1.00% | 1.91% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.34% | 1.27% | 3.78% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.43% | 0.51% | 0.67% | Q4 2021 | Q3 2023 | 8 |
TFC Financial Management, Inc. | 5 | 3 | 0.03% | 0.09% | 0.19% | Q3 2021 | Q3 2023 | 8 |
MidWestOne Financial Group, Inc. | 8 | 8 | 0.12% | 0.24% | 0.72% | Q4 2021 | Q3 2023 | 8 |
MADISON WEALTH MANAGEMENT | 8 | 8 | 0.09% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
LBA Wealth Management, LLC | 8 | 8 | 0.03% | 1.81% | 3.63% | Q2 2015 | Q1 2017 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.38% | 0.44% | 0.51% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.99% | 1.32% | 2.08% | Q4 2021 | Q3 2023 | 8 |
LTG Capital LLC | 8 | 8 | 1.68% | 1.89% | 2.08% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.35% | 0.39% | 0.45% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.14% | 1.74% | 6.52% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 1.33% | 2.78% | 6.01% | Q4 2021 | Q3 2023 | 8 |
FURE FINANCIAL CORP | 7 | 1 | 0.00% | 2.52% | 5.23% | Q4 2019 | Q4 2021 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2020 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.50% | 4.10% | 10.66% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 8 |
PRUDENTIAL PLC | 6 | 1 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 8 |
Aris Wealth Services, Inc. | 7 | 1 | 0.65% | 0.92% | 1.70% | Q3 2013 | Q3 2015 | 8 |
SUN LIFE FINANCIAL INC | 4 | 4 | 0.01% | 0.78% | 1.18% | Q4 2015 | Q4 2018 | 8 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.02% | 0.08% | 0.22% | Q4 2018 | Q3 2021 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.15% | 0.27% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.25% | 0.49% | 0.69% | Q1 2022 | Q4 2023 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 3.05% | 19.67% | 25.15% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 2.07% | 2.37% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Tanglewood Wealth Management, Inc. | 8 | 8 | 0.21% | 1.28% | 5.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
COLUMBIA ADVISORY PARTNERS LLC | 8 | 8 | 0.22% | 1.82% | 3.64% | Q4 2021 | Q3 2023 | 8 |
Valentine Capital Asset Management, Inc. | 7 | 1 | 0.27% | 1.08% | 2.00% | Q4 2012 | Q4 2014 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Consolidated Planning Corp | 5 | 1 | 0.06% | 0.22% | 0.63% | Q4 2019 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WELCH & FORBES LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 8 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 8 | 8 | 0.10% | 0.32% | 0.43% | Q4 2014 | Q3 2016 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.62% | 0.82% | 1.10% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.22% | 1.63% | 5.36% | Q4 2014 | Q3 2022 | 8 |
UNIVERSITY OF CHICAGO | 8 | 8 | 32.93% | 33.51% | 35.16% | Q1 2018 | Q4 2019 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.13% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Hefren-Tillotson, Inc. | 7 | 1 | 0.02% | 3.05% | 8.02% | Q4 2015 | Q1 2020 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.62% | 3.82% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 3.64% | 4.03% | 4.48% | Q4 2021 | Q3 2023 | 8 |
ATLAS CAPITAL ADVISORS LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.12% | 0.27% | 0.37% | Q1 2022 | Q4 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.11% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 3.33% | 4.06% | 4.99% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.31% | 0.36% | 0.43% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 2.96% | 3.07% | 3.24% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 3.21% | 4.20% | 5.74% | Q4 2021 | Q3 2023 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 8.88% | 13.20% | 18.36% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 3.09% | 4.20% | 5.96% | Q4 2021 | Q3 2023 | 8 |
Sabal Trust CO | 6 | 2 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 6 | 2 | 0.12% | 0.18% | 0.22% | Q1 2018 | Q1 2022 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.96% | 2.01% | 2.44% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.28% | 0.36% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 1.71% | 2.58% | 3.14% | Q4 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.30% | 1.28% | 6.55% | Q4 2021 | Q3 2023 | 8 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.11% | 0.24% | Q1 2018 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SELDON CAPITAL LP | 8 | 8 | 2.12% | 3.10% | 4.08% | Q4 2021 | Q3 2023 | 8 |
Steinberg Global Asset Management | 8 | 8 | 0.41% | 0.72% | 0.95% | Q2 2017 | Q1 2019 | 8 |
Legacy Capital Wealth Partners, LLC | 5 | 3 | 0.85% | 5.00% | 8.11% | Q4 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 2.37% | 3.02% | 3.46% | Q4 2021 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 2.90% | 4.14% | 6.56% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 1.72% | 1.96% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.38% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
HARRELL INVESTMENT PARTNERS, LLC | 8 | 8 | 1.67% | 2.12% | 3.08% | Q4 2019 | Q3 2021 | 8 |
SAXON INTERESTS, INC. | 7 | 7 | 0.60% | 0.75% | 1.12% | Q4 2021 | Q2 2023 | 7 |
NVWM, LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q2 2023 | 7 |
Blue Sky Asset Management, LLC | 6 | 1 | 3.45% | 7.24% | 12.51% | Q2 2017 | Q1 2019 | 7 |
Private Advisory Group LLC | 5 | 2 | 1.14% | 1.78% | 2.25% | Q1 2018 | Q4 2019 | 7 |
Gainplan LLC | 7 | 7 | 0.17% | 0.26% | 0.40% | Q1 2018 | Q3 2019 | 7 |
Ruggie Capital Group | 4 | 1 | 0.02% | 0.48% | 1.15% | Q2 2015 | Q3 2019 | 7 |
TFO Wealth Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q2 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.12% | 0.14% | 0.18% | Q1 2016 | Q3 2017 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 1.19% | 3.84% | 5.98% | Q4 2019 | Q2 2021 | 7 |
WoodTrust Financial Corp | 7 | 7 | 0.11% | 0.12% | 0.16% | Q3 2020 | Q1 2022 | 7 |
Silicon Valley Community Foundation | 7 | 7 | 10.34% | 19.08% | 28.87% | Q4 2020 | Q2 2022 | 7 |
Eldridge Investment Advisors, Inc. | 5 | 2 | 0.15% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 7 |
Landmark Wealth Management, LLC | 7 | 7 | 0.14% | 0.20% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Nikulski Financial, Inc. | 7 | 7 | 0.19% | 0.44% | 0.52% | Q3 2018 | Q1 2020 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.00% | 2.44% | 6.94% | Q4 2017 | Q2 2019 | 7 |
Mangham Associates,LLC | 7 | 7 | 0.10% | 0.13% | 0.19% | Q4 2017 | Q2 2019 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Wiser Wealth Management, Inc | 7 | 7 | 0.11% | 0.35% | 1.37% | Q2 2022 | Q4 2023 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.54% | 0.61% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 7 | 0.02% | 0.07% | 0.22% | Q1 2017 | Q3 2018 | 7 |
Foundations Investment Advisors, LLC | 5 | 1 | 0.01% | 0.08% | 0.48% | Q3 2018 | Q3 2023 | 7 |
Impax Asset Management Group plc | 7 | 7 | 0.02% | 0.12% | 0.18% | Q3 2018 | Q1 2020 | 7 |
Spruce Investment Advisors LLC | 7 | 7 | 5.72% | 8.68% | 19.54% | Q2 2016 | Q4 2017 | 7 |
Benchmark Financial Wealth Advisors, LLC | 7 | 7 | 0.13% | 0.17% | 0.20% | Q4 2020 | Q2 2022 | 7 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 7 |
Cougar Global Investments Ltd | 7 | 7 | 7.21% | 10.56% | 15.45% | Q1 2019 | Q3 2020 | 7 |
Clean Yield Group | 5 | 2 | 0.01% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 7 |
Stelac Advisory Services LLC | 7 | 7 | 0.07% | 0.11% | 0.25% | Q4 2019 | Q2 2021 | 7 |
West Coast Financial LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Advisor OS, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.39% | 0.82% | Q1 2022 | Q3 2023 | 7 |
DFPG INVESTMENTS, LLC | 4 | 3 | 0.05% | 0.23% | 0.63% | Q4 2018 | Q3 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.13% | 0.48% | 0.84% | Q4 2019 | Q2 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Williams Jones Wealth Management, LLC. | 4 | 3 | 0.00% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.02% | 0.07% | 0.15% | Q4 2020 | Q2 2022 | 7 |
Maxim Capital Management LLC | 7 | 7 | 0.96% | 1.16% | 1.30% | Q4 2018 | Q2 2020 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.13% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Cairn Investment Group, Inc. | 7 | 7 | 0.18% | 0.22% | 0.24% | Q1 2022 | Q3 2023 | 7 |
JSF Financial, LLC | 7 | 7 | 0.10% | 6.08% | 8.46% | Q1 2022 | Q3 2023 | 7 |
Truadvice, LLC | 4 | 3 | 0.10% | 0.16% | 0.37% | Q3 2020 | Q3 2023 | 7 |
RTD Financial Advisors, Inc. | 5 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 0.30% | 0.39% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.06% | 1.13% | 3.12% | Q1 2020 | Q3 2023 | 7 |
Lowell Blake & Associates Inc. | 4 | 3 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 7 |
Advisors Capital Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Tri-Star Advisors Inc. | 3 | 2 | 0.10% | 1.60% | 3.01% | Q2 2020 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 2.01% | 2.68% | 3.16% | Q2 2020 | Q4 2021 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.06% | 1.10% | 1.33% | Q4 2020 | Q2 2022 | 7 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.16% | 0.46% | Q1 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.42% | 1.40% | 1.80% | Q1 2021 | Q4 2022 | 7 |
CONNABLE OFFICE INC | 7 | 7 | 1.38% | 4.10% | 7.77% | Q4 2020 | Q2 2022 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2019 | 7 |
Addison Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 7 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 2 | 0.10% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 7 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 7 | 7 | 14.80% | 19.21% | 23.67% | Q1 2022 | Q3 2023 | 7 |
Colonial River Wealth Management, LLC | 3 | 1 | 0.13% | 0.19% | 0.28% | Q4 2020 | Q1 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Simplify Asset Management Inc. | 7 | 7 | 0.74% | 2.09% | 3.39% | Q1 2022 | Q3 2023 | 7 |
Williams Financial, LLC | 6 | 1 | 0.20% | 0.54% | 1.67% | Q4 2020 | Q3 2022 | 7 |
Alamar Capital Management, LLC | 7 | 7 | 0.23% | 0.30% | 0.43% | Q1 2022 | Q3 2023 | 7 |
S&T BANK/PA | 5 | 2 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 7 |
Rollins Financial | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cassady Schiller Wealth Management, LLC | 6 | 1 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Trustees of the Smith College | 7 | 7 | 8.23% | 13.64% | 20.55% | Q1 2022 | Q3 2023 | 7 |
EUDAIMONIA ADVISORS LLC | 7 | 7 | 0.14% | 0.24% | 0.35% | Q4 2021 | Q2 2023 | 7 |
Peterson Wealth Services | 7 | 7 | 0.36% | 0.45% | 0.55% | Q4 2021 | Q2 2023 | 7 |
Fortress Wealth Management, Inc. | 7 | 7 | 0.16% | 2.79% | 3.62% | Q1 2022 | Q3 2023 | 7 |
Leverty Financial Group, LLC | 7 | 7 | 0.26% | 1.08% | 2.67% | Q1 2022 | Q3 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 12.01% | 12.77% | 14.28% | Q2 2021 | Q4 2022 | 7 |
HILL ISLAND FINANCIAL LLC | 4 | 3 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 7 |
GUERRA PAN ADVISORS, LLC | 4 | 3 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Roger Wittlin Investment Advisory, LLC | 4 | 3 | 0.05% | 2.82% | 6.90% | Q4 2021 | Q3 2023 | 7 |
Key Client Fiduciary Advisors, LLC | 4 | 3 | 0.15% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 1.99% | 3.21% | 4.31% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST CO. OF NH | 7 | 7 | 6.12% | 6.94% | 7.46% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.36% | 0.40% | 0.43% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
W ADVISORS, LLC | 4 | 3 | 0.41% | 0.85% | 1.18% | Q4 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.18% | 0.48% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 7.69% | 8.12% | 8.67% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.07% | 0.24% | Q1 2022 | Q3 2023 | 7 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2016 | Q4 2017 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 3 | 1 | 0.01% | 0.77% | 2.73% | Q3 2018 | Q3 2023 | 7 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.55% | 0.63% | 0.70% | Q1 2022 | Q3 2023 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.02% | 0.12% | 0.25% | Q2 2015 | Q4 2016 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 5 | 2 | 0.03% | 0.10% | 0.22% | Q3 2020 | Q2 2022 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.12% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Brightworth | 5 | 1 | 0.04% | 0.15% | 0.30% | Q3 2017 | Q3 2022 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Coco Enterprises, LLC | 4 | 1 | 7.39% | 7.65% | 7.96% | Q4 2020 | Q3 2023 | 7 |
Gratus Capital, LLC | 4 | 3 | 4.65% | 5.28% | 5.64% | Q3 2021 | Q3 2023 | 7 |
BAINCO INTERNATIONAL INVESTORS | 6 | 1 | 0.01% | 0.08% | 0.11% | Q4 2018 | Q4 2020 | 7 |
Corsicana & Co. | 6 | 6 | 1.26% | 1.37% | 1.50% | Q2 2021 | Q3 2022 | 6 |
Paragon Capital Management Ltd | 5 | 1 | 0.01% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 6 |
IFS Advisors, LLC | 5 | 1 | 0.01% | 1.98% | 4.10% | Q4 2020 | Q2 2022 | 6 |
Traynor Capital Management, Inc. | 3 | 1 | 0.03% | 0.09% | 0.13% | Q4 2017 | Q4 2021 | 6 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 6 |
MARIPAU WEALTH MANAGEMENT LLC | 6 | 6 | 0.40% | 0.58% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Tanager Wealth Management LLP | 6 | 6 | 1.66% | 2.02% | 2.40% | Q2 2022 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.08% | 0.74% | 1.39% | Q2 2019 | Q3 2020 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.28% | 0.34% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Columbia Asset Management | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Pinnacle Financial Group, LLC / IL | 4 | 2 | 0.13% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 6 |
BT Wealth Management LLC | 5 | 1 | 0.25% | 0.40% | 0.57% | Q4 2018 | Q2 2022 | 6 |
SENTINEL PENSION ADVISORS INC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Hoover Financial Advisors, Inc. | 6 | 6 | 0.72% | 1.00% | 1.41% | Q1 2020 | Q2 2021 | 6 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
Rafferty Asset Management, LLC | 6 | 6 | 0.08% | 0.22% | 0.35% | Q1 2019 | Q2 2020 | 6 |
NewDay Solutions, LLC | 5 | 1 | 1.66% | 3.59% | 4.22% | Q4 2018 | Q2 2020 | 6 |
Capital Bank & Trust Co | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.78% | 5.12% | 6.40% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Paragon Capital Management LLC | 3 | 1 | 0.00% | 0.18% | 0.90% | Q4 2017 | Q1 2020 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.09% | 0.19% | 0.24% | Q4 2016 | Q1 2018 | 6 |
Scarborough Advisors, LLC | 6 | 6 | 0.07% | 0.57% | 2.35% | Q4 2021 | Q1 2023 | 6 |
AXIOM INVESTORS LLC /DE | 6 | 6 | 0.05% | 0.10% | 0.22% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 1.50% | 3.97% | Q4 2015 | Q1 2019 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.15% | 0.23% | 0.40% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
TOWNSQUARE CAPITAL LLC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.36% | 0.52% | 0.58% | Q3 2021 | Q4 2022 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.26% | 0.33% | 0.40% | Q1 2018 | Q2 2019 | 6 |
Bull Oak Capital, LLC | 4 | 2 | 0.00% | 5.84% | 15.53% | Q4 2021 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.15% | 0.28% | 0.50% | Q4 2019 | Q3 2021 | 6 |
Costello Asset Management, INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 6 |
Empire Life Investments Inc. | 6 | 6 | 0.17% | 0.81% | 1.03% | Q2 2022 | Q3 2023 | 6 |
Donoghue Forlines LLC | 5 | 1 | 0.04% | 1.12% | 1.98% | Q1 2019 | Q4 2021 | 6 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.11% | 0.16% | 0.24% | Q1 2014 | Q2 2017 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Bell Rock Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.80% | 0.86% | 0.98% | Q1 2020 | Q2 2021 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.05% | 0.11% | Q3 2021 | Q2 2023 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 2 | 0.07% | 1.06% | 3.86% | Q2 2018 | Q3 2023 | 6 |
LAU ASSOCIATES LLC | 6 | 6 | 1.06% | 1.18% | 1.38% | Q3 2018 | Q4 2019 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 1 | 0.48% | 1.10% | 3.33% | Q4 2018 | Q3 2023 | 6 |
Foster Group, Inc. | 6 | 6 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.01% | 0.20% | 0.83% | Q1 2018 | Q2 2023 | 6 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.38% | 0.74% | Q4 2018 | Q2 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.15% | 0.21% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.92% | 1.19% | 1.32% | Q4 2020 | Q1 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 4.39% | 4.60% | 4.90% | Q2 2013 | Q3 2014 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 5.40% | 7.84% | 9.27% | Q2 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.02% | 0.11% | 0.15% | Q3 2018 | Q2 2020 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 1.16% | 1.59% | 1.89% | Q2 2022 | Q3 2023 | 6 |
Pegasus Partners Ltd. | 5 | 1 | 0.14% | 0.54% | 2.13% | Q4 2015 | Q2 2023 | 6 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.84% | 1.06% | 1.42% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 6.15% | 6.48% | 6.61% | Q4 2020 | Q1 2022 | 6 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.01% | 0.28% | 0.99% | Q4 2019 | Q3 2023 | 6 |
Convergent Wealth Advisors | 6 | 6 | 0.04% | 4.11% | 9.09% | Q2 2014 | Q3 2015 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.05% | 0.11% | 0.17% | Q1 2016 | Q2 2017 | 6 |
Old Port Advisors | 5 | 1 | 0.09% | 0.28% | 0.53% | Q1 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.47% | 0.54% | 0.62% | Q4 2021 | Q1 2023 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.13% | 0.28% | 0.36% | Q4 2020 | Q1 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.11% | 0.19% | 0.29% | Q2 2022 | Q3 2023 | 6 |
CIBC BANK USA | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.14% | 0.19% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
Gibraltar Capital Management, Inc. | 3 | 3 | 0.14% | 0.31% | 0.57% | Q3 2019 | Q1 2021 | 6 |
SCS Capital Management LLC | 6 | 6 | 0.17% | 0.47% | 1.42% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 6 |
South Shore Capital Advisors | 6 | 6 | 0.25% | 0.49% | 0.70% | Q1 2021 | Q2 2022 | 6 |
BURNEY CO/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.24% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Sensible Financial Planning & Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 6 |
Cornell Pochily Investment Advisors, Inc. | 5 | 1 | 0.08% | 0.16% | 0.19% | Q4 2017 | Q2 2019 | 6 |
Princeton Portfolio Strategies Group LLC | 5 | 1 | 0.28% | 0.35% | 0.45% | Q4 2019 | Q2 2021 | 6 |
Epstein & White Financial LLC | 6 | 6 | 1.12% | 1.60% | 1.87% | Q1 2020 | Q2 2021 | 6 |
Apeiron RIA LLC | 6 | 6 | 0.27% | 0.58% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Modus Advisors, LLC | 6 | 6 | 0.14% | 0.14% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q1 2017 | 6 |
Quantinno Capital Management LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q1 2022 | 5 |
Faithward Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
HYMAN CHARLES D | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 13.89% | 16.33% | 18.63% | Q3 2022 | Q3 2023 | 5 |
ERTS Wealth Advisors, LLC | 5 | 5 | 0.19% | 1.44% | 2.89% | Q4 2018 | Q4 2019 | 5 |
Russell Investments Group, Ltd. | 3 | 2 | 0.00% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.37% | 0.69% | 0.94% | Q4 2016 | Q4 2017 | 5 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Silverleafe Capital Partners, LLC | 4 | 1 | 0.22% | 0.53% | 1.01% | Q1 2018 | Q4 2019 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Nicholas Hoffman & Company, LLC. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 1.71% | 2.31% | 3.08% | Q4 2018 | Q4 2019 | 5 |
WealthStone, Inc. | 3 | 1 | 0.07% | 2.13% | 4.07% | Q2 2019 | Q1 2021 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
First Bank & Trust | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.80% | 1.25% | 1.56% | Q3 2022 | Q3 2023 | 5 |
Compton Wealth Advisory Group, LLC | 5 | 5 | 0.19% | 0.72% | 1.60% | Q4 2018 | Q4 2019 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 3.53% | 4.68% | 5.33% | Q4 2017 | Q4 2018 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.50% | 0.69% | 0.83% | Q4 2021 | Q4 2022 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.21% | 0.24% | 0.26% | Q4 2015 | Q4 2016 | 5 |
KENFARB & CO. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.04% | 0.16% | Q3 2020 | Q2 2023 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q4 2023 | 5 |
BG Investment Services, Inc. | 5 | 5 | 18.84% | 19.61% | 20.51% | Q4 2021 | Q4 2022 | 5 |
VISTA CAPITAL PARTNERS, INC. | 4 | 1 | 0.06% | 0.14% | 0.17% | Q3 2018 | Q2 2022 | 5 |
Arvest Bank Trust Division | 3 | 2 | 0.08% | 0.30% | 0.62% | Q3 2019 | Q3 2021 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 5 |
Amtrust Financial Services, Inc. | 5 | 5 | 2.29% | 2.56% | 3.13% | Q1 2022 | Q1 2023 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
TPG Financial Advisors, LLC | 4 | 1 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.01% | 0.05% | 0.06% | Q3 2019 | Q3 2022 | 5 |
Financial Strategies Group, Inc. | 5 | 5 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Great Diamond Partners, LLC | 4 | 1 | 0.02% | 3.60% | 5.44% | Q4 2019 | Q3 2023 | 5 |
Harbor Group, Inc. | 5 | 5 | 0.28% | 0.33% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 5 |
Client First Capital LLC | 5 | 5 | 2.86% | 5.25% | 10.55% | Q4 2021 | Q4 2022 | 5 |
ENZI WEALTH | 5 | 5 | 0.32% | 0.68% | 1.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Management | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q1 2017 | 5 |
Seven Post Investment Office LP | 4 | 1 | 0.10% | 0.33% | 0.50% | Q1 2022 | Q3 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Hills Bank & Trust Co | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
JMG Financial Group, Ltd. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Abacus Wealth Partners, LLC | 5 | 5 | 0.09% | 0.13% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Gleason Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
Knott David M Jr | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Scottrade Investment Management | 5 | 5 | 12.23% | 14.05% | 16.73% | Q3 2016 | Q3 2017 | 5 |
HARVEST VOLATILITY MANAGEMENT LLC | 5 | 5 | 18.79% | 22.15% | 26.42% | Q4 2020 | Q4 2021 | 5 |
Helen Stephens Group, LLC | 4 | 1 | 0.14% | 0.46% | 0.77% | Q2 2022 | Q3 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.14% | 0.36% | 0.79% | Q4 2015 | Q4 2016 | 5 |
COMPTON CAPITAL MANAGEMENT INC /RI | 3 | 2 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q1 2021 | 5 |
Wealth Alliance Advisory Group, LLC | 4 | 1 | 0.12% | 0.78% | 1.19% | Q4 2017 | Q2 2019 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
CM WEALTH ADVISORS LLC | 4 | 1 | 0.17% | 0.39% | 0.56% | Q2 2022 | Q3 2023 | 5 |
Poehling Capital Management, INC. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Lion Street Advisors, LLC | 5 | 5 | 1.04% | 1.35% | 1.58% | Q4 2019 | Q4 2020 | 5 |
Edge Wealth Management LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q2 2020 | 5 |
Cypress Point Wealth Management, LLC | 4 | 1 | 0.02% | 0.07% | 0.26% | Q4 2020 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
TOBIAS FINANCIAL ADVISORS, INC. | 5 | 5 | 0.07% | 0.13% | 0.22% | Q3 2022 | Q3 2023 | 5 |
KEB ASSET MANAGEMENT, LLC | 4 | 1 | 0.12% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Sepio Capital, LP | 4 | 1 | 0.07% | 0.34% | 0.62% | Q1 2019 | Q3 2023 | 5 |
BlackDiamond Wealth Management, LLC | 2 | 1 | 0.19% | 0.36% | 0.62% | Q4 2021 | Q3 2023 | 5 |
KAYS FINANCIAL ADVISORY CORP /ADV | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.12% | 0.25% | Q1 2015 | Q1 2016 | 5 |
QCM Cayman, Ltd. | 3 | 2 | 0.98% | 1.63% | 2.32% | Q2 2020 | Q4 2021 | 5 |
Truvestments Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 5 |
Chanos & Co LP | 5 | 5 | 1.83% | 2.55% | 2.95% | Q4 2018 | Q4 2019 | 5 |
MFA WEALTH ADVISORS, LLC | 4 | 1 | 0.16% | 0.22% | 0.27% | Q4 2017 | Q1 2019 | 5 |
Premia Global Advisors, LLC | 4 | 1 | 0.01% | 1.11% | 3.35% | Q4 2017 | Q1 2019 | 5 |
Independence Trust CO | 5 | 5 | 0.69% | 0.79% | 0.96% | Q4 2016 | Q4 2017 | 5 |
Marion Wealth Management | 5 | 5 | 6.19% | 7.02% | 7.39% | Q3 2022 | Q3 2023 | 5 |
McCarthy Grittinger Financial Group, LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q4 2019 | 5 |
STRATTON MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Goelzer Investment Management, Inc. | 4 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q3 2022 | 5 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 1 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Boston Trust Walden Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.31% | 0.32% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Lighthouse Financial Advisors, Inc. | 4 | 1 | 0.04% | 0.13% | 0.18% | Q4 2019 | Q1 2021 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.13% | Q4 2019 | Q1 2021 | 5 |
COOPER/HAIMS ADVISORS, LLC | 5 | 5 | 0.20% | 0.23% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Edge Advisors, LLC | 3 | 2 | 0.00% | 0.30% | 0.93% | Q4 2016 | Q2 2018 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.18% | 0.31% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.38% | 0.46% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Anson Capital, Inc. | 5 | 5 | 0.28% | 0.41% | 0.54% | Q4 2021 | Q4 2022 | 5 |
Capasso Planning Partners LLC | 5 | 5 | 0.20% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 9.28% | 10.52% | 14.21% | Q4 2022 | Q4 2023 | 5 |
SILVERLAKE WEALTH MANAGEMENT LLC | 5 | 5 | 0.38% | 0.44% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Holloway Wealth Management, LLC | 3 | 2 | 0.00% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Cypress Capital, LLC | 4 | 1 | 0.46% | 0.68% | 1.52% | Q1 2021 | Q2 2022 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.49% | 0.54% | 0.56% | Q1 2020 | Q1 2021 | 5 |
Jump Trading, LLC | 2 | 1 | 0.14% | 0.48% | 1.02% | Q1 2017 | Q1 2019 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.17% | 0.18% | 0.21% | Q2 2022 | Q2 2023 | 5 |
Prosperity Planning, Inc. | 3 | 2 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q2 2023 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 0.09% | 0.29% | 0.48% | Q3 2022 | Q3 2023 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 1 | 0.05% | 0.11% | 0.15% | Q4 2019 | Q2 2021 | 5 |
Spotlight Asset Group, Inc. | 3 | 2 | 0.09% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 5 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.18% | 0.23% | 0.27% | Q3 2020 | Q2 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Gresham Partners, LLC | 4 | 4 | 4.86% | 10.04% | 14.22% | Q2 2019 | Q1 2020 | 4 |
Tidal Investments LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.46% | 0.60% | 0.68% | Q4 2022 | Q3 2023 | 4 |
KB FINANCIAL PARTNERS, LLC | 4 | 4 | 0.96% | 1.02% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.17% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.71% | 0.81% | 0.93% | Q2 2014 | Q1 2015 | 4 |
ESL Trust Services, LLC | 2 | 2 | 0.07% | 6.52% | 12.98% | Q4 2021 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Affiance Financial, LLC | 4 | 4 | 0.00% | 0.82% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 10.79% | 11.70% | 12.30% | Q4 2022 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 1.81% | 2.82% | 3.31% | Q4 2016 | Q3 2017 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Elgethun Capital Management | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Schrum Private Wealth Management LLC | 4 | 4 | 0.27% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Allred Capital Management, LLC | 3 | 1 | 0.04% | 0.20% | 0.40% | Q4 2018 | Q1 2021 | 4 |
Avalon Investment & Advisory | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Argentus Capital Management, LLC | 4 | 4 | 0.00% | 0.14% | 0.48% | Q4 2015 | Q3 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.16% | 0.35% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Wellesley Investment Partners, LLC | 4 | 4 | 0.07% | 0.09% | 0.09% | Q3 2019 | Q2 2020 | 4 |
Tevis Investment Management | 4 | 4 | 0.17% | 0.25% | 0.28% | Q4 2021 | Q3 2022 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 0.08% | 0.24% | 0.40% | Q1 2016 | Q4 2016 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.99% | 1.06% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.39% | 0.59% | 0.84% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.44% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.60% | 0.91% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Maryland Capital Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
New Potomac Partners, LLC | 4 | 4 | 0.62% | 0.65% | 0.69% | Q4 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 0.10% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.14% | 0.45% | 1.35% | Q4 2022 | Q3 2023 | 4 |
S.E.E.D. Planning Group LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Collaborative Wealth Managment Inc. | 2 | 1 | 0.15% | 0.19% | 0.22% | Q1 2021 | Q3 2022 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 2.20% | 3.40% | 4.29% | Q1 2023 | Q4 2023 | 4 |
THEORY FINANCIAL LLC | 3 | 1 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.01% | 0.14% | 0.53% | Q1 2018 | Q1 2020 | 4 |
Financial Insights, Inc. | 3 | 1 | 0.35% | 0.65% | 0.82% | Q3 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
AT Bancorp | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2018 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 1 | 0.17% | 0.39% | 0.97% | Q4 2020 | Q1 2022 | 4 |
Cypress Capital Management LLC (WY) | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.80% | 0.84% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Ballast, Inc. | 3 | 1 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q3 2019 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.22% | 1.42% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.94% | 1.14% | 1.34% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q3 2021 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.43% | 0.47% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SATOVSKY ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Pine Ridge Advisers LLC | 4 | 4 | 2.93% | 3.15% | 3.42% | Q4 2022 | Q3 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 2.75% | 3.65% | 5.18% | Q4 2019 | Q3 2020 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.08% | 0.22% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.63% | 0.68% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2018 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.42% | 0.49% | 0.58% | Q4 2021 | Q3 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.50% | 0.53% | 0.62% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 2 | 1 | 0.01% | 0.09% | 0.28% | Q4 2019 | Q3 2023 | 4 |
Dean, Jacobson Financial Services, LLC | 3 | 1 | 18.15% | 19.52% | 20.48% | Q4 2021 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 3.44% | 3.67% | 3.75% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
HMS Capital Management, LLC | 3 | 1 | 0.00% | 0.16% | 0.42% | Q1 2018 | Q2 2019 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.44% | 0.47% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q4 2023 | 4 |
Legacy Trust | 4 | 4 | 0.53% | 0.58% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 2.97% | 3.39% | 4.36% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 1.06% | 1.10% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Eley Financial Management, Inc | 4 | 4 | 1.62% | 1.63% | 1.67% | Q4 2022 | Q3 2023 | 4 |
Kathleen S. Wright Associates Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 1.94% | 3.11% | 5.52% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Clarius Group, LLC | 2 | 2 | 0.02% | 0.16% | 0.32% | Q2 2018 | Q1 2022 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 13.86% | 14.24% | 14.86% | Q4 2021 | Q3 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.92% | 0.99% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ADIRONDACK TRUST CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.38% | 0.56% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Wagner Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q4 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.95% | 1.38% | 1.87% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.33% | 0.84% | 1.66% | Q3 2022 | Q2 2023 | 4 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 4 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.36% | 0.43% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 7.21% | 8.46% | 9.46% | Q4 2021 | Q3 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 1.86% | 1.92% | 1.96% | Q4 2021 | Q3 2022 | 4 |
Breakwater Capital Group | 4 | 4 | 0.20% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 2.67% | 2.77% | 2.85% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 7.18% | 8.41% | 9.62% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.25% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 4 |
ETF Store, Inc. | 4 | 4 | 0.25% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 0.50% | 0.64% | 0.97% | Q4 2022 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Fusion Investment Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INSPIRION WEALTH ADVISORS, LLC | 3 | 1 | 0.04% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.26% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
BREITER CAPITAL MANAGEMENT INC | 3 | 1 | 1.11% | 1.15% | 1.20% | Q4 2017 | Q1 2019 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.11% | 0.23% | Q2 2021 | Q3 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 3.00% | 4.08% | 4.94% | Q4 2014 | Q3 2015 | 4 |
Jackson, Grant Investment Advisers, Inc. | 3 | 1 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 3.48% | 4.43% | 5.29% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 1.58% | 1.65% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Rinet Co LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
J. W. Coons Advisors, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2021 | Q3 2022 | 4 |
VISTA INVESTMENT MANAGEMENT | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 5.66% | 6.03% | 6.20% | Q4 2022 | Q3 2023 | 4 |
Tolleson Wealth Management, Inc. | 4 | 4 | 0.10% | 0.13% | 0.15% | Q3 2019 | Q2 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 4.68% | 8.27% | 9.79% | Q4 2018 | Q3 2019 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 7.95% | 8.61% | 9.32% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MAIRS & POWER INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 4 |
BRR OpCo, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q3 2019 | 4 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.17% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
ALLEGHANY CORP /DE | 3 | 1 | 1.95% | 2.41% | 3.32% | Q2 2017 | Q2 2018 | 4 |
Cahill Wealth Management, LLC | 3 | 1 | 0.18% | 0.19% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Armor Investment Advisors, LLC | 3 | 1 | 0.07% | 0.13% | 0.28% | Q4 2017 | Q3 2023 | 4 |
BMS Financial Advisors, LLC | 2 | 1 | 0.15% | 0.27% | 0.36% | Q1 2022 | Q2 2023 | 4 |
JUMP TRADING, LLC | 4 | 4 | 0.10% | 0.47% | 1.30% | Q2 2019 | Q1 2020 | 4 |
Simmons Bank | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Phoenix Investment Adviser LLC | 4 | 4 | 0.18% | 0.23% | 0.34% | Q4 2018 | Q3 2019 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q4 2021 | 4 |
Paragon Wealth Strategies, LLC | 4 | 4 | 0.19% | 0.26% | 0.32% | Q3 2017 | Q2 2018 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q3 2022 | 4 |
PATTEN & PATTEN INC/TN | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Rocaton Investment Advisors, LLC | 4 | 4 | 3.38% | 5.84% | 8.87% | Q4 2017 | Q3 2018 | 4 |
Bridge Advisory, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Family Management Corp | 4 | 4 | 0.04% | 0.11% | 0.14% | Q2 2019 | Q1 2020 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.37% | 0.40% | 0.45% | Q4 2017 | Q3 2018 | 4 |
KALEIDOSCOPE CAPITAL LP | 4 | 4 | 0.82% | 1.34% | 1.57% | Q4 2017 | Q3 2018 | 4 |
Verum Partners LLC | 4 | 4 | 0.27% | 0.55% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 10.48% | 12.72% | 13.92% | Q4 2022 | Q3 2023 | 4 |
Visionary Asset Management, Inc. | 3 | 1 | 0.07% | 0.18% | 0.23% | Q2 2017 | Q3 2018 | 4 |
PINNACLE ASSOCIATES LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.06% | 0.12% | 0.18% | Q3 2015 | Q2 2016 | 4 |
Estate Counselors, LLC | 4 | 4 | 0.06% | 0.62% | 1.48% | Q4 2022 | Q3 2023 | 4 |
JD Financial Services Inc. | 2 | 2 | 0.19% | 0.26% | 0.35% | Q4 2020 | Q4 2021 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q4 2018 | 4 |
ETFIDEA, LLC | 4 | 4 | 0.33% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 1.41% | 1.57% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Winthrop Advisory Group LLC | 3 | 1 | 0.05% | 0.42% | 0.85% | Q3 2021 | Q3 2022 | 4 |
Fi3 FINANCIAL ADVISORS, LLC | 4 | 4 | 1.10% | 1.71% | 2.33% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.98% | 1.05% | 1.20% | Q4 2022 | Q3 2023 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.12% | 0.17% | Q2 2017 | Q1 2018 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.00% | 0.09% | 0.13% | Q2 2020 | Q2 2023 | 4 |
GFS Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q3 2020 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.15% | 0.36% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 3 | 1 | 0.01% | 0.34% | 0.60% | Q4 2020 | Q3 2023 | 4 |
Birch Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Newton One Investments LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.09% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.52% | 3.70% | 3.81% | Q4 2021 | Q2 2022 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.42% | 0.49% | 0.53% | Q1 2023 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.15% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
Bridgeworth, LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 7.95% | 8.20% | 8.45% | Q4 2021 | Q2 2022 | 3 |
TRIAD FINANCIAL ADVISORS, INC. | 3 | 3 | 0.31% | 0.36% | 0.42% | Q4 2021 | Q2 2022 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q1 2022 | 3 |
St. Johns Investment Management Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.05% | 0.15% | 0.34% | Q1 2022 | Q3 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SUTTON PLACE INVESTORS LLC | 3 | 3 | 1.20% | 1.32% | 1.43% | Q4 2021 | Q2 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.36% | 0.42% | 0.49% | Q2 2022 | Q4 2022 | 3 |
DecisionPoint Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
PRESILIUM PRIVATE WEALTH, LLC | 3 | 3 | 0.08% | 0.19% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Geisinger Health | 3 | 3 | 2.35% | 9.71% | 15.07% | Q4 2022 | Q2 2023 | 3 |
Domani Wealth, LLC | 2 | 1 | 0.19% | 0.48% | 0.63% | Q1 2022 | Q1 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.69% | 1.04% | Q4 2015 | Q3 2017 | 3 |
Blue Zone Wealth Advisors, LLC | 3 | 3 | 0.52% | 0.61% | 0.76% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2019 | Q4 2019 | 3 |
PROFESSIONAL ADVISORY SERVICES INC | 3 | 3 | 2.34% | 2.70% | 2.94% | Q1 2023 | Q3 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.05% | 0.11% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q1 2019 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 2.39% | 4.34% | Q4 2014 | Q2 2015 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 3 |
TIAA CREF TRUST CO FSB/MO | 3 | 3 | 0.02% | 0.19% | 0.36% | Q3 2016 | Q1 2017 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.30% | 4.34% | 9.16% | Q4 2021 | Q2 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Wealthfront Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.13% | 0.19% | Q4 2021 | Q2 2023 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PARK NATIONAL CORP /OH/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Advisor Resource Council | 2 | 1 | 0.03% | 0.08% | 0.15% | Q3 2021 | Q2 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.68% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 3 | 0.79% | 0.98% | 1.10% | Q4 2016 | Q2 2017 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 3 |
Biondo Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 5.12% | 5.54% | 6.00% | Q1 2023 | Q3 2023 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.22% | 0.25% | 0.27% | Q3 2020 | Q1 2021 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.64% | 1.73% | 1.77% | Q4 2020 | Q2 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 2.46% | 2.76% | 3.07% | Q4 2020 | Q2 2021 | 3 |
Ally Invest Advisors Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Legacy Wealth Management, Inc | 1 | 1 | 0.10% | 0.95% | 1.86% | Q4 2015 | Q4 2018 | 3 |
Crestone Asset Management LLC | 3 | 3 | 0.06% | 0.13% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Horizon Kinetics | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 1.72% | 1.88% | 2.04% | Q1 2014 | Q3 2014 | 3 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Watermark Asset Management, Inc. | 3 | 3 | 0.17% | 0.19% | 0.25% | Q2 2018 | Q4 2018 | 3 |
Bridgewater Wealth & Financial Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q3 2016 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.35% | 0.39% | 0.44% | Q1 2019 | Q3 2019 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 3 |
Biltmore Capital Advisors LLC | 2 | 1 | 0.07% | 1.56% | 4.25% | Q4 2018 | Q4 2020 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.35% | 3.64% | 7.60% | Q1 2023 | Q3 2023 | 3 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.99% | 1.05% | 1.14% | Q2 2019 | Q1 2020 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 3.11% | 5.70% | 7.09% | Q1 2023 | Q3 2023 | 3 |
Braver Wealth Management, LLC | 3 | 3 | 3.34% | 3.90% | 4.40% | Q2 2016 | Q4 2016 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 1.24% | 1.61% | 2.24% | Q4 2021 | Q2 2022 | 3 |
Coastline Trust Co | 3 | 3 | 0.23% | 1.53% | 2.40% | Q1 2023 | Q3 2023 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Wells Trecaso Financial Group, LLC | 3 | 3 | 0.16% | 0.24% | 0.33% | Q1 2023 | Q3 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q3 2019 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.14% | 0.34% | Q2 2021 | Q1 2022 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Southland Equity Partners LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 2.02% | 2.14% | 2.30% | Q4 2019 | Q2 2020 | 3 |
Morton Capital Management LLC/CA | 2 | 1 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Crestmont Private Wealth LLC | 3 | 3 | 4.21% | 4.55% | 4.91% | Q4 2021 | Q2 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 17.28% | 19.64% | 21.10% | Q1 2023 | Q3 2023 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.37% | 0.51% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Salient Private Client, LLC | 3 | 3 | 0.18% | 0.36% | 0.50% | Q1 2018 | Q3 2018 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.27% | 0.48% | 0.62% | Q1 2018 | Q3 2018 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.02% | 0.09% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.29% | 0.37% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
National Wealth Management Group, LLC | 2 | 1 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q1 2023 | 3 |
JFG Wealth Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 7.22% | 7.61% | 8.08% | Q4 2018 | Q2 2019 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.14% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.43% | 0.52% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.11% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 3 | 3 | 0.10% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.19% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CABANA LLC | 2 | 1 | 0.00% | 0.28% | 0.44% | Q2 2018 | Q4 2019 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.38% | 0.46% | 0.52% | Q4 2022 | Q3 2023 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 3 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.14% | 0.17% | Q4 2019 | Q4 2021 | 3 |
Investment Research & Advisory Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.26% | 1.74% | 2.48% | Q4 2021 | Q4 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.14% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q4 2015 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.01% | 0.29% | 0.46% | Q4 2022 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.12% | 2.22% | 2.33% | Q1 2023 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Metis Global Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Team Hewins, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.21% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 3 |
Trail Ridge Investment Advisors, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Autumn Glory Partners, LLC | 1 | 1 | 0.16% | 0.55% | 0.85% | Q2 2022 | Q2 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
EPIQ PARTNERS, LLC | 2 | 2 | 0.62% | 0.87% | 1.12% | Q2 2021 | Q3 2021 | 2 |
Meristem Family Wealth, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2021 | 2 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.06% | 0.09% | 0.13% | Q1 2016 | Q2 2016 | 2 |
Gibson Capital, LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.71% | 1.28% | 1.85% | Q1 2020 | Q3 2020 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q4 2016 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 1.56% | 2.58% | 3.60% | Q4 2020 | Q1 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 5.53% | 5.58% | 5.63% | Q1 2021 | Q2 2021 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 2 |
Round Table Services, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.26% | 0.34% | 0.43% | Q4 2019 | Q1 2020 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Apexium Financial, LP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Coho Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Wealthsimple US, Ltd. | 1 | 1 | 0.20% | 0.26% | 0.32% | Q4 2019 | Q2 2020 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 2 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.19% | 0.24% | 0.30% | Q3 2018 | Q4 2018 | 2 |
BANK HAPOALIM BM | 1 | 1 | 1.50% | 1.77% | 2.04% | Q4 2020 | Q1 2022 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q4 2014 | 2 |
LifePro Asset Management | 2 | 2 | 0.19% | 0.22% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 2.06% | 2.13% | 2.19% | Q2 2021 | Q3 2021 | 2 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.84% | 0.87% | 0.90% | Q2 2023 | Q3 2023 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Gunma Bank,Ltd. | 2 | 2 | 0.35% | 0.40% | 0.45% | Q2 2022 | Q3 2022 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.58% | 0.63% | 0.67% | Q4 2015 | Q1 2016 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.90% | 2.25% | 3.59% | Q4 2020 | Q2 2022 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q1 2020 | 2 |
DF DENT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.43% | 0.49% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Jolley Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2018 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 1.61% | 1.67% | 1.72% | Q1 2023 | Q2 2023 | 2 |
Blue Granite Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
University of Southern California | 2 | 2 | 18.57% | 22.96% | 27.35% | Q1 2013 | Q2 2013 | 2 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.34% | 0.51% | 0.67% | Q1 2019 | Q3 2019 | 2 |
Biechele Royce Advisors | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Melone Private Wealth, LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
StratiFi, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q4 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Eagle Bluffs Wealth Management LLC | 2 | 2 | 0.41% | 0.42% | 0.43% | Q1 2023 | Q2 2023 | 2 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.03% | 0.14% | 0.25% | Q1 2021 | Q3 2023 | 2 |
OLIO Financial Planning | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
MKT Advisors LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.16% | 0.44% | 0.73% | Q4 2018 | Q2 2021 | 2 |
JMAC ENTERPRISES LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2020 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q4 2021 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
VANCE WEALTH, INC. | 2 | 2 | 0.45% | 0.60% | 0.75% | Q2 2022 | Q3 2022 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Astor Investment Management LLC | 2 | 2 | 3.91% | 3.95% | 3.99% | Q2 2021 | Q3 2021 | 2 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Summit Investment Advisory Services, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
MD Financial Management Inc. | 2 | 2 | 2.55% | 2.82% | 3.10% | Q3 2021 | Q4 2021 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.62% | 1.69% | 1.76% | Q4 2017 | Q1 2018 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Cardinal Point Capital Management ULC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Hofer & Associates. Inc | 2 | 2 | 2.25% | 2.30% | 2.34% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q3 2022 | Q4 2022 | 2 |
REGIMEN WEALTH, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 2 | 2 | 3.95% | 3.97% | 3.99% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.33% | 1.70% | 2.06% | Q4 2022 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.35% | 0.47% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Noble Family Wealth, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.32% | 1.36% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 2.64% | 3.78% | 4.92% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 17.50% | 17.67% | 17.85% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Chan Zuckerberg Initiative, LLC | 2 | 2 | 7.20% | 7.74% | 8.27% | Q4 2022 | Q1 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Rosenbaum Jay D. | 2 | 2 | 0.45% | 0.53% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.11% | 0.20% | Q4 2016 | Q1 2023 | 2 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q4 2019 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2018 | 2 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.17% | 2.31% | 2.44% | Q4 2021 | Q1 2022 | 2 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.52% | 0.60% | 0.68% | Q1 2018 | Q2 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.60% | 0.96% | 1.32% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q4 2019 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.00% | 0.06% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Eukles Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.47% | 0.65% | 0.83% | Q4 2021 | Q1 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Mirador Capital Partners LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Pettinga Financial Advisors LLC | 2 | 2 | 1.65% | 1.81% | 1.97% | Q2 2020 | Q3 2020 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
CWA Asset Management Group, LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2019 | Q1 2020 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2023 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
True North Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q2 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.26% | 0.36% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Auour Investments LLC | 2 | 2 | 2.13% | 2.22% | 2.30% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Meridian Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.18% | 0.32% | 0.46% | Q4 2014 | Q1 2015 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
iAB Financial Bank | 2 | 2 | 0.12% | 0.20% | 0.28% | Q1 2017 | Q2 2017 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Select Equity Group, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2017 | Q2 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
REDW Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bensler, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 8.21% | 8.21% | 8.21% | Q1 2022 | Q1 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Liquid Strategies, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ensemble Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Aull & Monroe Investment Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2018 | Q4 2018 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Tillar-Wenstrup Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2019 | Q4 2019 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Jackson Financial Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
North Ridge Wealth Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Custos Family Office, LLC | 1 | 1 | 4.93% | 4.93% | 4.93% | Q3 2023 | Q3 2023 | 1 |
6 Meridian | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2018 | Q4 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 5.53% | 5.53% | 5.53% | Q4 2022 | Q4 2022 | 1 |
Tenret Co LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
Bank OZK | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Dentgroup LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2022 | Q3 2022 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 8.11% | 8.11% | 8.11% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 13.52% | 13.52% | 13.52% | Q3 2023 | Q3 2023 | 1 |
WMS Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2023 | Q3 2023 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2021 | Q1 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Strid Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
FC Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Robbins Farley | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
IBERIABANK CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2020 | Q1 2020 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 4.29% | 4.29% | 4.29% | Q4 2019 | Q4 2019 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FISHMAN JAY A LTD/MI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CULBERTSON A N & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2014 | Q2 2014 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2020 | Q2 2020 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Renaissance Technologies | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 3.03% | 3.03% | 3.03% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BARR E S & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
EQ LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 10.41% | 10.41% | 10.41% | Q1 2017 | Q1 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2021 | Q2 2021 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
TCG Advisors, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2019 | Q4 2019 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Bordeaux Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Main Street Research LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2019 | Q4 2019 | 1 |
Sunburst Financial Group, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Verdad Advisers, LP | 1 | 1 | 9.84% | 9.84% | 9.84% | Q3 2023 | Q3 2023 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
KANALY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2018 | Q4 2018 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2014 | Q3 2014 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Knuff & Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Grace Capital | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
CADENCE BANK NA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RJA Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2017 | Q2 2017 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 6.19% | 6.19% | 6.19% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2018 | Q4 2018 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Quadrant Capital Management, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q3 2018 | Q3 2018 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
GUIDANCE CAPITAL, INC | 1 | 1 | 5.98% | 5.98% | 5.98% | Q2 2023 | Q2 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Adams Asset Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2019 | Q2 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2022 | Q1 2022 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 5.36% | 5.36% | 5.36% | Q3 2022 | Q3 2022 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Smallwood Wealth Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q4 2018 | Q4 2018 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
E&G Advisors, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2021 | Q4 2021 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Planning Center, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 4.09% | 4.09% | 4.09% | Q4 2022 | Q4 2022 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PECAUT & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Somerset Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Westwind Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2021 | Q4 2021 | 1 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Aries Wealth Management | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2022 | Q1 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.