Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 41 | 41 | 0.08% | 0.84% | 2.20% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 40 | 40 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
VICUS CAPITAL | 39 | 39 | 0.05% | 0.16% | 0.69% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 39 | 39 | 0.00% | 0.09% | 0.60% | Q1 2014 | Q3 2023 | 39 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 39 | 39 | 0.35% | 1.37% | 3.11% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 38 | 38 | 0.00% | 0.20% | 1.07% | Q1 2014 | Q2 2023 | 38 |
AMERIPRISE FINANCIAL INC | 33 | 5 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.05% | 0.23% | Q3 2017 | Q3 2023 | 37 |
Mariner, LLC | 36 | 36 | 0.02% | 0.25% | 0.50% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.34% | 0.77% | Q4 2014 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 2.47% | 4.06% | 6.14% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.28% | 1.22% | Q4 2014 | Q3 2023 | 36 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.02% | 0.30% | 0.80% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.03% | 0.14% | 0.27% | Q4 2014 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Rehmann Capital Advisory Group | 19 | 15 | 0.02% | 0.37% | 1.36% | Q4 2014 | Q3 2023 | 34 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
Provident Investment Management, Inc. | 32 | 32 | 0.03% | 0.09% | 0.34% | Q4 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 21 | 9 | 0.00% | 0.33% | 1.36% | Q1 2016 | Q3 2023 | 30 |
HighTower Advisors, LLC | 29 | 29 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Horan Securities, Inc. | 22 | 7 | 0.02% | 0.85% | 2.84% | Q1 2016 | Q2 2023 | 29 |
Homrich & Berg | 29 | 29 | 0.01% | 0.09% | 0.80% | Q3 2014 | Q3 2021 | 29 |
Raymond James Financial Services Advisors, Inc. | 27 | 2 | 0.00% | 0.09% | 0.19% | Q2 2016 | Q3 2023 | 29 |
Hilltop Holdings Inc. | 29 | 29 | 0.09% | 0.41% | 0.86% | Q3 2016 | Q3 2023 | 29 |
Cetera Advisor Networks LLC | 29 | 29 | 0.03% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 29 |
WEALTHSOURCE PARTNERS, LLC | 23 | 6 | 0.02% | 0.12% | 0.31% | Q1 2016 | Q3 2023 | 29 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Lee Financial Co | 28 | 28 | 0.06% | 2.26% | 6.32% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.18% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 27 | 1 | 0.00% | 0.05% | 0.52% | Q3 2014 | Q3 2023 | 28 |
Asset Dedication, LLC | 28 | 28 | 0.01% | 0.37% | 1.32% | Q4 2015 | Q3 2022 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 27 |
BlackRock Inc. | 21 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Barrett Asset Management, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 27 |
JONES FINANCIAL COMPANIES LLLP | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Providence First Trust Co | 26 | 26 | 1.66% | 2.89% | 4.55% | Q2 2017 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 15 | 1 | 0.00% | 0.08% | 0.41% | Q2 2014 | Q4 2022 | 26 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.11% | 0.18% | Q2 2017 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 26 |
Destination Wealth Management | 26 | 26 | 0.00% | 0.94% | 1.23% | Q2 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
OSTERWEIS CAPITAL MANAGEMENT INC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Cranbrook Wealth Management, LLC | 25 | 25 | 0.02% | 1.82% | 2.74% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
ARKANSAS FINANCIAL GROUP, INC. | 25 | 25 | 0.43% | 2.54% | 4.04% | Q3 2017 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 14 | 5 | 0.00% | 0.11% | 0.44% | Q4 2016 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CAHABA WEALTH MANAGEMENT, INC. | 24 | 24 | 0.09% | 1.39% | 3.48% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Divergent Wealth Advisors | 24 | 24 | 2.71% | 7.00% | 14.11% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.01% | 0.52% | 1.39% | Q4 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.07% | 0.34% | 0.56% | Q1 2014 | Q4 2019 | 24 |
Baker Avenue Asset Management, LP | 19 | 4 | 0.00% | 0.47% | 0.76% | Q3 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Citadel Advisors | 6 | 3 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 23 |
SPINNAKER TRUST | 23 | 23 | 0.02% | 2.74% | 6.36% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 19 | 4 | 0.04% | 0.30% | 0.85% | Q4 2017 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2023 | 23 |
MONEYWISE, INC. | 23 | 23 | 0.18% | 0.38% | 0.63% | Q3 2016 | Q1 2022 | 23 |
OneDigital Investment Advisors LLC | 17 | 1 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 23 |
Ausdal Financial Partners, Inc. | 18 | 5 | 0.05% | 0.09% | 0.15% | Q2 2016 | Q3 2022 | 23 |
Cypress Capital Group | 22 | 22 | 0.08% | 0.28% | 0.73% | Q2 2018 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.03% | 0.46% | Q4 2013 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.02% | 0.31% | 0.58% | Q2 2018 | Q3 2023 | 22 |
Ironwood Financial, llc | 22 | 22 | 0.00% | 0.07% | 0.39% | Q2 2016 | Q3 2021 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.17% | 0.48% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.18% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.02% | 0.26% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.34% | 1.04% | Q2 2018 | Q2 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NATIXIS ADVISORS, L.P. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.21% | 9.71% | 14.37% | Q3 2018 | Q3 2023 | 21 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.16% | 0.55% | Q2 2017 | Q3 2023 | 21 |
Orgel Wealth Management, LLC | 21 | 21 | 0.02% | 0.42% | 2.25% | Q1 2017 | Q1 2022 | 21 |
StrategIQ Financial Group, LLC | 21 | 21 | 0.03% | 0.16% | 0.31% | Q2 2018 | Q2 2023 | 21 |
CWM, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 21 |
Beaumont Financial Partners, LLC | 14 | 2 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Campbell Wealth Management | 20 | 20 | 0.03% | 3.09% | 15.14% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 20 |
PITTENGER & ANDERSON INC | 20 | 20 | 0.23% | 0.51% | 0.74% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Abundance Wealth Counselors | 20 | 20 | 0.08% | 1.84% | 4.23% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
JGP Wealth Management, LLC | 20 | 20 | 0.11% | 0.37% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Hudson Capital Management LLC | 13 | 7 | 0.13% | 3.54% | 9.94% | Q4 2017 | Q3 2023 | 20 |
WHITENER CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.10% | 0.37% | 0.56% | Q4 2017 | Q3 2022 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.09% | 1.14% | 1.85% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.27% | 1.15% | Q4 2015 | Q3 2020 | 20 |
F3Logic, LLC | 20 | 20 | 0.04% | 0.66% | 0.93% | Q1 2018 | Q4 2022 | 20 |
Eukles Asset Management | 20 | 20 | 0.63% | 0.89% | 1.24% | Q4 2018 | Q3 2023 | 20 |
PDS Planning, Inc | 19 | 19 | 0.12% | 0.82% | 2.26% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.09% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Northwest Capital Management Inc | 19 | 19 | 0.14% | 0.48% | 0.87% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BOKF, NA | 15 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Archer Investment Corp | 10 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Cornell Pochily Investment Advisors, Inc. | 18 | 18 | 0.09% | 0.27% | 0.78% | Q4 2017 | Q1 2022 | 18 |
MCF Advisors LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2020 | 18 |
Courage Miller Partners, LLC | 18 | 18 | 7.06% | 8.54% | 10.60% | Q2 2019 | Q3 2023 | 18 |
Evensky & Katz LLC | 11 | 7 | 0.00% | 0.16% | 1.83% | Q1 2019 | Q3 2023 | 18 |
W.G. Shaheen & Associates DBA Whitney & Co | 18 | 18 | 0.03% | 0.08% | 0.26% | Q1 2019 | Q2 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2020 | 18 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.16% | 0.61% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.06% | 0.30% | 0.71% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q1 2022 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Broadview Financial Management, LLC | 9 | 8 | 0.17% | 0.20% | 0.25% | Q4 2017 | Q1 2022 | 17 |
Founders Capital Management | 13 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 17 |
Stewardship Financial Advisors, LLC | 11 | 6 | 0.00% | 1.11% | 4.32% | Q4 2015 | Q1 2021 | 17 |
OPTIMUM INVESTMENT ADVISORS | 17 | 17 | 0.06% | 0.14% | 0.25% | Q3 2019 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.05% | 0.12% | 0.23% | Q3 2019 | Q3 2023 | 17 |
TD Capital Management LLC | 17 | 17 | 0.01% | 0.29% | 0.62% | Q3 2019 | Q3 2023 | 17 |
HHM Wealth Advisors, LLC | 17 | 17 | 0.41% | 0.86% | 1.20% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.02% | 0.12% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Windsor Wealth Management, Inc. | 17 | 17 | 1.24% | 2.28% | 3.76% | Q3 2019 | Q3 2023 | 17 |
Beacon Financial Advisory LLC | 16 | 16 | 0.15% | 0.36% | 0.59% | Q4 2019 | Q3 2023 | 16 |
First PREMIER Bank | 16 | 16 | 0.30% | 0.80% | 2.29% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 1.51% | 3.70% | 5.18% | Q4 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 5 | 2 | 0.02% | 0.26% | 0.65% | Q2 2018 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.38% | 1.43% | 1.78% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
IRON Financial LLC | 16 | 16 | 0.24% | 1.27% | 4.94% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 6 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 16 |
Freedom Investment Management, Inc. | 11 | 5 | 0.03% | 0.09% | 0.27% | Q4 2015 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.65% | 1.67% | Q1 2017 | Q3 2023 | 16 |
Eldridge Investment Advisors, Inc. | 12 | 1 | 0.08% | 0.34% | 1.12% | Q2 2018 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.44% | 0.58% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Sound Financial Strategies Group, LLC | 16 | 16 | 0.00% | 0.07% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Pensionmark Financial Group, LLC | 14 | 2 | 0.06% | 0.22% | 0.71% | Q2 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.78% | 1.02% | 1.25% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 3.07% | 6.24% | 10.65% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.58% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 3.87% | 5.38% | 7.01% | Q4 2019 | Q3 2023 | 16 |
Wealthquest Corp | 10 | 1 | 0.27% | 2.80% | 4.94% | Q3 2015 | Q3 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.07% | 1.06% | 3.79% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q2 2023 | 15 |
Sunburst Financial Group, LLC | 15 | 15 | 0.42% | 1.13% | 2.68% | Q1 2020 | Q3 2023 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Legacy Private Trust Co. | 12 | 3 | 0.04% | 0.78% | 4.66% | Q4 2018 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.09% | 0.35% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Stadion Money Management, LLC | 15 | 15 | 1.32% | 1.94% | 2.78% | Q4 2018 | Q2 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.18% | 0.94% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
PBMares Wealth Management LLC | 15 | 15 | 0.07% | 0.88% | 2.62% | Q4 2019 | Q2 2023 | 15 |
Global Strategic Investment Solutions, LLC | 15 | 15 | 0.21% | 2.80% | 5.72% | Q4 2018 | Q2 2022 | 15 |
AJ WEALTH STRATEGIES, LLC | 15 | 15 | 0.07% | 0.41% | 0.74% | Q1 2019 | Q3 2022 | 15 |
Simplicity Solutions, LLC | 8 | 7 | 0.01% | 0.13% | 0.31% | Q2 2019 | Q1 2023 | 15 |
ARBOR TRUST WEALTH ADVISORS, LLC | 15 | 15 | 0.14% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Madrona Financial Services, LLC | 15 | 15 | 0.12% | 1.83% | 2.93% | Q2 2019 | Q4 2022 | 15 |
Integrated Wealth Concepts LLC | 12 | 2 | 0.02% | 0.26% | 0.63% | Q4 2019 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Ironwood Investment Counsel, LLC | 14 | 14 | 0.17% | 1.29% | 2.71% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.28% | 1.52% | 2.30% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 13 | 1 | 0.02% | 0.16% | 0.46% | Q3 2019 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.03% | 0.92% | 2.30% | Q2 2019 | Q3 2022 | 14 |
MATTERN CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.38% | 0.48% | 0.73% | Q2 2020 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 10 | 4 | 0.02% | 0.10% | 0.23% | Q1 2019 | Q3 2022 | 14 |
Crestwood Advisors Group, LLC | 14 | 14 | 0.02% | 0.32% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Weaver Consulting Group | 10 | 4 | 0.10% | 1.43% | 3.72% | Q2 2019 | Q1 2023 | 14 |
Certified Advisory Corp | 11 | 1 | 0.04% | 0.13% | 0.47% | Q4 2017 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Symmetry Partners, LLC | 14 | 14 | 1.56% | 2.27% | 4.31% | Q2 2020 | Q3 2023 | 14 |
HORAN CAPITAL MANAGEMENT | 11 | 1 | 0.04% | 0.78% | 2.70% | Q1 2016 | Q4 2020 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.11% | 0.19% | 0.54% | Q4 2019 | Q3 2023 | 14 |
HEADINVEST, LLC | 12 | 2 | 0.20% | 0.31% | 0.41% | Q1 2019 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Omega Financial Group, LLC | 13 | 13 | 1.80% | 4.67% | 6.07% | Q3 2020 | Q3 2023 | 13 |
Acorns Advisers, LLC | 13 | 13 | 5.04% | 5.39% | 5.99% | Q3 2020 | Q3 2023 | 13 |
Betterment LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9 | 4 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.11% | 0.31% | Q3 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.05% | 0.16% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Wolff Financial Management LLC | 8 | 5 | 0.16% | 0.23% | 0.40% | Q2 2019 | Q3 2022 | 13 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 13 | 13 | 0.33% | 0.79% | 1.47% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 9 | 4 | 0.01% | 0.05% | 0.20% | Q1 2017 | Q1 2022 | 13 |
C M BIDWELL & ASSOCIATES LTD | 10 | 3 | 0.01% | 2.19% | 3.15% | Q4 2017 | Q3 2023 | 13 |
NORTHSTAR INVESTMENT ADVISORS LLC | 13 | 13 | 0.15% | 1.02% | 1.85% | Q2 2016 | Q2 2019 | 13 |
Kopp Family Office, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2022 | 13 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.26% | 0.79% | Q1 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.07% | 0.15% | 0.45% | Q1 2020 | Q4 2022 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.44% | 1.45% | 2.81% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.50% | 3.18% | 4.49% | Q4 2020 | Q3 2023 | 12 |
TRUE Private Wealth Advisors | 12 | 12 | 0.03% | 1.68% | 2.80% | Q1 2018 | Q4 2020 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 1.04% | 2.55% | 5.73% | Q4 2020 | Q3 2023 | 12 |
INGALLS & SNYDER LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 5 | 1 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q3 2018 | 12 |
RAND WEALTH, LLC | 12 | 12 | 0.12% | 0.23% | 0.71% | Q3 2015 | Q2 2018 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 1.32% | 3.12% | 5.37% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.23% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.49% | 0.65% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 12 |
Castle Rock Wealth Management, LLC | 8 | 4 | 0.08% | 0.14% | 0.24% | Q3 2019 | Q3 2022 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.07% | 4.23% | 10.34% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.03% | 8.18% | 22.89% | Q4 2020 | Q3 2023 | 12 |
Edmonds Duncan Registered Investment Advisors, LLC | 12 | 12 | 0.17% | 0.39% | 0.48% | Q4 2015 | Q3 2018 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.33% | 0.48% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.17% | 0.48% | 1.56% | Q4 2019 | Q4 2022 | 12 |
Cable Hill Partners, LLC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 8 | 4 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q4 2021 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 3.47% | 4.11% | 4.69% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 12.08% | 13.20% | 14.49% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.09% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 12 |
WESBANCO BANK INC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
King Wealth Management Group | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2021 | 11 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2017 | 11 |
Smithfield Trust Co | 11 | 11 | 0.17% | 0.77% | 3.30% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 10 | 1 | 0.01% | 0.04% | 0.16% | Q1 2019 | Q4 2021 | 11 |
Summit Global Investments | 11 | 11 | 0.04% | 0.77% | 2.27% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.03% | 2.55% | 9.62% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Citizens Business Bank | 11 | 11 | 0.61% | 1.36% | 2.30% | Q1 2017 | Q3 2019 | 11 |
CITY HOLDING CO | 11 | 11 | 0.05% | 0.36% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Townsend & Associates, Inc | 11 | 11 | 0.54% | 1.47% | 4.99% | Q1 2021 | Q3 2023 | 11 |
Selective Wealth Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Summit Asset Management, LLC | 11 | 11 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q2 2022 | 11 |
Orion Portfolio Solutions, LLC | 5 | 2 | 0.00% | 0.07% | 0.22% | Q1 2020 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.24% | 0.42% | 0.63% | Q1 2021 | Q3 2023 | 11 |
Baldrige Asset Management LLC | 10 | 1 | 0.06% | 0.10% | 0.22% | Q1 2019 | Q1 2023 | 11 |
OPPENHEIMER & CO INC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
ICONIQ Capital, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q2 2017 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
FIRST HAWAIIAN BANK | 10 | 10 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Hills Bank & Trust Co | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.21% | 0.33% | 0.51% | Q1 2018 | Q2 2020 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.77% | 1.46% | 2.67% | Q2 2021 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2020 | 10 |
MBL Wealth, LLC | 7 | 1 | 1.28% | 3.40% | 4.41% | Q4 2020 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.01% | 0.39% | 0.65% | Q3 2019 | Q4 2021 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.09% | 0.22% | 0.42% | Q3 2019 | Q4 2021 | 10 |
Asset Planning Services, Ltd. | 8 | 2 | 0.17% | 0.20% | 0.29% | Q4 2018 | Q4 2021 | 10 |
Advisory Alpha, LLC | 10 | 10 | 0.02% | 0.06% | 0.20% | Q1 2021 | Q2 2023 | 10 |
PEOPLES BANK /OH | 6 | 4 | 0.28% | 2.44% | 3.35% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.55% | 0.90% | Q1 2021 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 1.40% | 2.52% | 3.67% | Q3 2020 | Q4 2022 | 10 |
Aveo Capital Partners, LLC | 9 | 1 | 0.13% | 0.17% | 0.27% | Q1 2018 | Q3 2020 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Schneider Downs Wealth Management Advisors, LP | 6 | 1 | 0.11% | 0.16% | 0.37% | Q4 2016 | Q4 2022 | 10 |
BIEGEL & WALLER LLC | 10 | 10 | 0.14% | 0.20% | 0.26% | Q2 2017 | Q3 2019 | 10 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.02% | 0.11% | 0.24% | Q3 2017 | Q3 2023 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.25% | 0.61% | 1.40% | Q4 2019 | Q1 2022 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
MENLO ADVISORS LLC | 10 | 10 | 0.09% | 0.18% | 0.23% | Q4 2014 | Q1 2017 | 10 |
COUNTRY TRUST BANK | 10 | 10 | 0.40% | 0.50% | 0.67% | Q1 2020 | Q2 2022 | 10 |
First Heartland Consultants, Inc. | 10 | 10 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q3 2021 | 10 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2021 | 10 |
Smith Anglin Financial, LLC | 5 | 5 | 0.06% | 0.40% | 2.62% | Q4 2020 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.02% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Newman & Schimel, LLC | 9 | 9 | 0.34% | 9.87% | 19.34% | Q4 2020 | Q4 2022 | 9 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 1 | 0.09% | 0.21% | 0.57% | Q4 2019 | Q1 2022 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 9 |
Traynor Capital Management, Inc. | 9 | 9 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q4 2021 | 9 |
DEUTSCHE BANK AG\ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 9 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 9 | 9 | 0.10% | 0.30% | 0.68% | Q3 2021 | Q3 2023 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.38% | 0.63% | 1.25% | Q3 2021 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.16% | 0.60% | 0.96% | Q4 2021 | Q4 2023 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
SMITH SHELLNUT WILSON LLC /ADV | 9 | 9 | 0.05% | 0.13% | 0.66% | Q2 2019 | Q2 2021 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.10% | 0.26% | 0.37% | Q1 2021 | Q1 2023 | 9 |
Bison Wealth, LLC | 8 | 1 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q1 2022 | 9 |
Choate Investment Advisors | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
CGN Advisors LLC | 8 | 1 | 0.10% | 1.41% | 2.72% | Q1 2021 | Q4 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 9 | 9 | 0.13% | 0.40% | 0.78% | Q4 2020 | Q4 2022 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.13% | 0.87% | 1.87% | Q3 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Faithward Advisors, LLC | 8 | 1 | 0.00% | 0.06% | 0.10% | Q1 2020 | Q1 2023 | 9 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2019 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.44% | 0.72% | 1.11% | Q4 2021 | Q4 2023 | 9 |
COBIZ WEALTH, LLC | 8 | 1 | 0.00% | 0.11% | 0.18% | Q2 2013 | Q3 2015 | 9 |
Advisor OS, LLC | 9 | 9 | 0.58% | 1.22% | 1.96% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 9 |
COZAD ASSET MANAGEMENT INC | 9 | 9 | 0.06% | 0.14% | 0.19% | Q1 2021 | Q1 2023 | 9 |
WealthPLAN Partners, LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 9 |
Founders Financial Alliance, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 3.07% | 4.35% | 6.81% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Family Advisors, LLC | 9 | 9 | 0.14% | 0.45% | 0.74% | Q4 2016 | Q4 2018 | 9 |
GODSEY & GIBB, INC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.01% | 0.76% | 1.12% | Q3 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.22% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Northwest Bancshares, Inc. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2017 | Q3 2019 | 8 |
Tradewinds Capital Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q1 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.21% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 13.35% | 14.82% | 21.57% | Q4 2020 | Q3 2022 | 8 |
PFG Advisors | 8 | 8 | 0.02% | 0.13% | 0.19% | Q3 2021 | Q2 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.23% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.16% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.25% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.20% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.12% | 0.44% | 0.77% | Q4 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Connectus Wealth, LLC | 4 | 1 | 0.00% | 0.95% | 2.27% | Q1 2021 | Q3 2023 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.81% | 1.42% | Q4 2015 | Q1 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 7 | 1 | 0.39% | 7.41% | 11.27% | Q4 2015 | Q3 2019 | 8 |
Joseph Group Capital Management | 8 | 8 | 1.02% | 1.11% | 1.31% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.06% | 0.11% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Smith & Howard Wealth Management, LLC | 8 | 8 | 0.55% | 0.86% | 1.60% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Spectrum Asset Management, Inc. (NB/CA) | 8 | 8 | 0.12% | 1.71% | 4.96% | Q2 2020 | Q1 2022 | 8 |
Equitable Holdings, Inc. | 8 | 8 | 0.00% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Vista Private Wealth Partners. LLC | 8 | 8 | 0.10% | 0.29% | 0.46% | Q2 2019 | Q1 2021 | 8 |
MRA Advisory Group | 8 | 8 | 2.42% | 2.64% | 2.91% | Q4 2020 | Q3 2022 | 8 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.02% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.57% | 1.56% | 2.51% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Pinnacle Bancorp, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 10.08% | 15.19% | 19.96% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.12% | 0.17% | 0.33% | Q4 2014 | Q4 2019 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.32% | 0.51% | 0.66% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 1.17% | 1.51% | 1.82% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.16% | 1.24% | Q1 2020 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 3.14% | 9.83% | 12.22% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.06% | 0.38% | Q4 2018 | Q3 2021 | 8 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.09% | 0.18% | 0.30% | Q2 2019 | Q1 2021 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 1.11% | 1.27% | 1.42% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2020 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.19% | 0.67% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Stone House Investment Management, LLC | 7 | 1 | 0.17% | 1.32% | 2.45% | Q4 2018 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.09% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
BLUESTEM FINANCIAL ADVISORS, LLC | 7 | 7 | 1.63% | 3.61% | 5.06% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 7 | 0.40% | 1.10% | 1.76% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Long Run Wealth Advisors, LLC | 7 | 7 | 0.27% | 0.36% | 0.52% | Q4 2021 | Q2 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Safeguard Investment Advisory Group, LLC | 7 | 7 | 0.13% | 0.62% | 1.03% | Q2 2021 | Q4 2022 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 6 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2015 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.15% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2021 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 7 | 0.80% | 0.88% | 0.96% | Q3 2015 | Q1 2017 | 7 |
PEDDOCK CAPITAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2020 | 7 |
RFG Advisory, LLC | 5 | 2 | 0.08% | 0.15% | 0.21% | Q3 2020 | Q3 2022 | 7 |
FC Advisory LLC | 7 | 7 | 0.22% | 0.42% | 0.52% | Q2 2022 | Q4 2023 | 7 |
Ackerman Capital Advisors, LLC | 7 | 7 | 0.05% | 0.18% | 0.39% | Q2 2020 | Q4 2021 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.16% | 0.31% | 0.50% | Q3 2016 | Q1 2020 | 7 |
Horizon Investments, LLC | 7 | 7 | 0.06% | 0.22% | 0.40% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
LVZ, Inc. | 6 | 1 | 0.08% | 0.30% | 0.44% | Q4 2015 | Q3 2023 | 7 |
DAVIS R M INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.25% | 0.55% | 0.85% | Q2 2018 | Q4 2019 | 7 |
AMG National Trust Bank | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Independence Wealth Advisors, Inc. | 7 | 7 | 3.20% | 3.83% | 4.88% | Q4 2017 | Q2 2019 | 7 |
Pine Haven Investment Counsel, Inc | 7 | 7 | 0.25% | 0.30% | 0.32% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.39% | 0.91% | 1.64% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Peterson Wealth Services | 7 | 7 | 0.11% | 0.20% | 0.33% | Q4 2021 | Q2 2023 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.09% | 0.55% | 1.64% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.08% | 0.14% | 0.26% | Q2 2018 | Q4 2019 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.25% | 0.29% | 0.34% | Q3 2021 | Q2 2023 | 7 |
HOHIMER WEALTH MANAGEMENT, LLC | 7 | 7 | 0.25% | 0.46% | 0.72% | Q1 2022 | Q3 2023 | 7 |
EPIQ Capital Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Financial Advocates Investment Management | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.08% | 0.47% | 0.76% | Q2 2020 | Q4 2021 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 0.04% | 0.21% | 0.44% | Q3 2019 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2020 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q4 2021 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
DAGCO, INC. | 6 | 6 | 0.58% | 3.11% | 4.94% | Q1 2021 | Q2 2022 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.01% | 2.09% | 4.10% | Q2 2022 | Q3 2023 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 4.63% | 5.26% | 5.74% | Q4 2020 | Q1 2022 | 6 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 3.30% | 9.61% | Q4 2018 | Q2 2021 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.43% | 0.61% | 0.68% | Q2 2022 | Q3 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.39% | 0.52% | 0.71% | Q2 2021 | Q3 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 2 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 6 |
IRONWOOD WEALTH MANAGEMENT, INC. | 6 | 6 | 11.20% | 12.92% | 14.03% | Q4 2020 | Q1 2022 | 6 |
MJP ASSOCIATES INC /ADV | 6 | 6 | 0.38% | 1.45% | 6.05% | Q2 2022 | Q3 2023 | 6 |
Jordan Park Group LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.42% | 1.11% | 2.16% | Q2 2020 | Q3 2021 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lutz Financial Services LLC | 6 | 6 | 0.44% | 0.62% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Opal Wealth Advisors, LLC | 6 | 6 | 9.97% | 11.67% | 13.75% | Q2 2022 | Q3 2023 | 6 |
Brio Consultants, LLC | 5 | 1 | 0.06% | 2.27% | 5.15% | Q4 2021 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.05% | 0.12% | 0.37% | Q2 2022 | Q3 2023 | 6 |
RIDGECREST WEALTH PARTNERS, LLC | 6 | 6 | 0.19% | 1.64% | 3.19% | Q1 2021 | Q2 2022 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.47% | 1.34% | 2.31% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q2 2021 | 6 |
BCM ADVISORS, LLC | 6 | 6 | 1.55% | 7.29% | 10.19% | Q3 2018 | Q4 2019 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.08% | 0.14% | 0.17% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.12% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.46% | 0.59% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 4.08% | 4.36% | 5.32% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Wilshire Advisors LLC | 3 | 1 | 0.78% | 4.22% | 13.85% | Q3 2018 | Q4 2021 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.00% | 0.06% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.01% | 0.96% | 2.08% | Q4 2018 | Q1 2020 | 6 |
Boyd Wealth Management, LLC | 6 | 6 | 2.91% | 6.60% | 8.54% | Q4 2021 | Q1 2023 | 6 |
HM PAYSON & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.36% | 0.38% | 0.40% | Q1 2021 | Q1 2022 | 5 |
Meridian Wealth Management, LLC | 3 | 1 | 0.02% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 5 | 5 | 0.01% | 0.11% | 0.28% | Q3 2022 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 5 | 0.53% | 0.58% | 0.65% | Q1 2017 | Q1 2018 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.04% | 0.46% | 1.78% | Q2 2021 | Q1 2023 | 5 |
Oak Asset Management, LLC | 4 | 1 | 0.18% | 2.30% | 10.39% | Q4 2017 | Q2 2022 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Veracity Capital LLC | 5 | 5 | 0.16% | 0.44% | 0.58% | Q4 2019 | Q4 2020 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.24% | 0.30% | 0.42% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
CX Institutional | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 5 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 5 | 5 | 4.47% | 5.62% | 9.14% | Q4 2015 | Q4 2016 | 5 |
Keystone Financial Group | 5 | 5 | 0.70% | 0.78% | 0.92% | Q4 2020 | Q4 2021 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Great Point Wealth Advisors, LLC | 5 | 5 | 0.24% | 0.31% | 0.43% | Q4 2018 | Q4 2019 | 5 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q2 2019 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GDS Wealth Management | 5 | 5 | 0.10% | 3.17% | 5.32% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
DEARBORN PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Leicht Financial Planning & Wealth Management, Inc. | 5 | 5 | 0.33% | 1.13% | 2.01% | Q4 2018 | Q4 2019 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 3.51% | 3.66% | 3.88% | Q3 2022 | Q3 2023 | 5 |
Sunesis Advisors, LLC | 4 | 1 | 0.89% | 0.97% | 1.05% | Q2 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.10% | 0.24% | Q1 2018 | Q3 2023 | 5 |
FAS Wealth Partners, Inc. | 5 | 5 | 0.11% | 1.68% | 5.48% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
JARISLOWSKY, FRASER Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 5 |
Hochman Cole Investment Advisors, Inc. | 5 | 5 | 0.27% | 0.39% | 0.57% | Q2 2018 | Q2 2019 | 5 |
Shone Asset Management LLC | 4 | 4 | 1.62% | 1.91% | 2.27% | Q1 2020 | Q4 2020 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
EXCALIBUR MANAGEMENT CORP | 4 | 4 | 0.21% | 0.29% | 0.33% | Q2 2021 | Q1 2022 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 2.60% | 2.70% | 2.85% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
L. Roy Papp & Associates, LLP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Global Wealth Management Investment Advisory, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 4 |
Rice Partnership, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Monument Capital Management | 4 | 4 | 0.22% | 0.41% | 0.48% | Q1 2019 | Q4 2019 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.19% | 0.26% | 0.34% | Q2 2020 | Q1 2021 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.46% | 0.87% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 2 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q2 2023 | 4 |
Tiller Private Wealth, Inc. | 4 | 4 | 3.75% | 4.06% | 4.63% | Q1 2018 | Q4 2018 | 4 |
Kowal Investment Group, LLC | 3 | 1 | 0.00% | 0.07% | 0.11% | Q3 2021 | Q2 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Pinnacle Wealth Management Group, Inc. | 4 | 4 | 2.83% | 5.58% | 6.64% | Q2 2022 | Q1 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2017 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.88% | 0.99% | 1.16% | Q3 2020 | Q2 2021 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CONNING INC. | 4 | 4 | 0.09% | 0.14% | 0.17% | Q3 2021 | Q2 2022 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.51% | 1.26% | Q4 2019 | Q4 2020 | 4 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.06% | 0.15% | Q2 2017 | Q2 2019 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.14% | Q2 2018 | Q1 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.06% | 0.42% | 0.70% | Q3 2022 | Q2 2023 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.36% | 0.56% | 1.04% | Q4 2022 | Q3 2023 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.58% | 1.38% | 3.31% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.00% | 0.23% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.36% | 1.18% | 2.05% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOK Financial Private Wealth, Inc. | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.67% | 0.70% | 0.75% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Truepoint, Inc. | 4 | 4 | 0.03% | 0.08% | 0.20% | Q4 2017 | Q3 2018 | 4 |
D.B. Root & Company, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2018 | Q4 2018 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.13% | 2.28% | 4.45% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 1.94% | 2.37% | 2.82% | Q4 2022 | Q3 2023 | 4 |
McAdam, LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2021 | Q3 2022 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.22% | 0.44% | 0.94% | Q4 2017 | Q2 2019 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.96% | 1.45% | 1.64% | Q4 2020 | Q3 2021 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2018 | Q4 2018 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
RONALD BLUE & CO LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q2 2017 | 4 |
Curbstone Financial Management Corp | 4 | 4 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.06% | 0.20% | 0.32% | Q3 2016 | Q2 2017 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2017 | Q3 2018 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.08% | 0.26% | 0.36% | Q4 2019 | Q4 2020 | 4 |
Seven Springs Wealth Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Delek Group, Ltd. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2018 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.04% | 0.06% | 0.09% | Q3 2014 | Q1 2015 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.16% | 0.34% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q1 2019 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.08% | 2.04% | 3.04% | Q3 2015 | Q3 2016 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.26% | 1.11% | 1.99% | Q2 2020 | Q4 2020 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.26% | 0.34% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Evergreen Advisors, LLC | 3 | 3 | 9.55% | 10.45% | 10.98% | Q2 2019 | Q4 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
GIRARD PARTNERS LTD. | 3 | 3 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.56% | 0.65% | 0.71% | Q2 2022 | Q4 2022 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.18% | 0.54% | 0.77% | Q4 2021 | Q2 2022 | 3 |
FLC Capital Advisors | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 1.29% | 3.65% | Q4 2016 | Q2 2021 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2021 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.07% | 0.35% | 0.65% | Q1 2018 | Q4 2022 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ML & R WEALTH MANAGEMENT LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Maltin Wealth Management, Inc. | 3 | 3 | 0.83% | 0.91% | 0.98% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.12% | 0.21% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Arlington Capital Management, Inc. | 2 | 1 | 2.63% | 3.55% | 4.10% | Q3 2015 | Q4 2018 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2020 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.19% | 0.26% | 0.31% | Q4 2021 | Q2 2022 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Key FInancial Inc | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.06% | 0.23% | 0.54% | Q3 2019 | Q1 2020 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2016 | 3 |
WBH ADVISORY INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.03% | 0.19% | 0.46% | Q4 2022 | Q2 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.26% | 0.40% | 0.64% | Q2 2022 | Q4 2022 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Brand Asset Management Group, Inc. | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2018 | Q1 2020 | 3 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.17% | 0.30% | Q3 2017 | Q2 2018 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.48% | 0.65% | 0.78% | Q1 2017 | Q3 2017 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.06% | 0.59% | 1.62% | Q1 2020 | Q4 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.14% | 0.18% | 0.26% | Q4 2018 | Q2 2019 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 1.62% | 1.72% | 1.76% | Q1 2023 | Q3 2023 | 3 |
Wick Capital Partners, LLC | 2 | 2 | 0.34% | 0.60% | 0.86% | Q4 2021 | Q1 2022 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Disciplina Capital Management LLC | 2 | 2 | 2.46% | 5.39% | 8.33% | Q4 2018 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Financial Advisors, LLC | 2 | 2 | 0.23% | 0.31% | 0.39% | Q2 2020 | Q3 2020 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2016 | Q3 2016 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.40% | 1.38% | 2.36% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 1.80% | 1.85% | 1.90% | Q3 2022 | Q3 2023 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Arlington Partners LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.21% | 0.28% | 0.35% | Q4 2022 | Q1 2023 | 2 |
McNaughton Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q3 2022 | 2 |
Crestmont Private Wealth LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.09% | 0.18% | 0.28% | Q1 2016 | Q4 2017 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Invst, LLC | 2 | 2 | 0.22% | 0.25% | 0.27% | Q3 2017 | Q4 2017 | 2 |
Resource Planning Group | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q3 2021 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2021 | Q2 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 2 | 2 | 14.02% | 14.35% | 14.67% | Q2 2021 | Q3 2021 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.08% | 0.13% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 2.42% | 7.11% | 11.79% | Q4 2016 | Q1 2017 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Costello Asset Management, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.28% | 0.33% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Summit Financial, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.23% | 0.27% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Next Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Towercrest Capital Management | 2 | 2 | 0.40% | 0.41% | 0.42% | Q4 2014 | Q1 2015 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 0.31% | 0.37% | 0.44% | Q4 2021 | Q1 2022 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Roundview Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
CMC Financial Group | 2 | 2 | 0.31% | 0.89% | 1.48% | Q4 2019 | Q1 2020 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
First Capital Advisors Group, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Financial Advisors Network, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
RAYMOND JAMES TRUST CO. OF NH | 2 | 2 | 1.94% | 2.67% | 3.40% | Q1 2022 | Q2 2022 | 2 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.09% | 0.14% | 0.19% | Q2 2022 | Q4 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
LWMG, LLC | 2 | 2 | 0.07% | 0.28% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Verde Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Aries Wealth Management | 1 | 1 | 5.81% | 5.81% | 5.81% | Q1 2022 | Q1 2022 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MKT Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strategies Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EXELON CORP | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2022 | Q2 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Topel & Distasi Wealth Management, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q1 2022 | Q1 2022 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 6.59% | 6.59% | 6.59% | Q1 2020 | Q1 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 5.62% | 5.62% | 5.62% | Q1 2018 | Q1 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2022 | Q3 2022 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2022 | Q4 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q3 2019 | Q3 2019 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Firestone Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Crossvault Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Optas, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Integrated Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HC Advisors, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
Summit Financial Strategies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JT Stratford LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2016 | Q4 2016 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.