Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 32 | 3 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 35 |
LPL Financial LLC | 34 | 34 | 0.00% | 0.24% | 0.90% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.00% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Sigma Planning Corp | 31 | 31 | 0.01% | 0.07% | 0.26% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.05% | 0.15% | 0.18% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 29 | 29 | 0.04% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 24 | 1 | 0.00% | 0.15% | 0.47% | Q1 2015 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.86% | 2.84% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
JONES FINANCIAL COMPANIES LLLP | 27 | 27 | 0.27% | 0.87% | 1.86% | Q1 2017 | Q3 2023 | 27 |
Burt Wealth Advisors | 27 | 27 | 0.07% | 0.20% | 1.63% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.11% | 0.17% | Q1 2017 | Q3 2023 | 27 |
AGILIS PARTNERS LLC | 19 | 8 | 0.19% | 3.90% | 17.83% | Q3 2016 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 3.09% | 6.39% | Q4 2016 | Q3 2023 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 26 | 0.04% | 0.10% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Destination Wealth Management | 26 | 26 | 0.38% | 1.49% | 2.01% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.00% | 0.78% | 1.56% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisor Networks LLC | 25 | 25 | 0.03% | 0.24% | 0.60% | Q3 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.07% | 0.23% | 0.45% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.04% | 0.25% | Q2 2014 | Q3 2023 | 25 |
Rehmann Capital Advisory Group | 15 | 2 | 0.03% | 0.10% | 0.19% | Q4 2016 | Q3 2023 | 25 |
Private Advisor Group, LLC | 21 | 2 | 0.00% | 0.07% | 0.31% | Q2 2017 | Q3 2023 | 24 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.12% | 0.37% | 0.51% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.03% | 0.77% | 1.60% | Q1 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.04% | 1.08% | 2.85% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.07% | 0.25% | Q4 2017 | Q3 2023 | 24 |
ETF Portfolio Partners, Inc. | 24 | 24 | 0.16% | 2.47% | 7.20% | Q4 2017 | Q3 2023 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.22% | 0.47% | 0.78% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 23 |
BlueSky Wealth Advisors, LLC | 23 | 23 | 0.16% | 0.48% | 1.00% | Q4 2016 | Q2 2022 | 23 |
Advisory Services Network, LLC | 23 | 23 | 0.00% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 23 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.10% | 0.50% | 1.68% | Q2 2018 | Q3 2023 | 22 |
W.G. Shaheen & Associates DBA Whitney & Co | 22 | 22 | 0.03% | 1.23% | 3.43% | Q2 2018 | Q3 2023 | 22 |
Keystone Financial Group | 20 | 2 | 0.06% | 0.17% | 0.32% | Q1 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Fragasso Group Inc. | 22 | 22 | 0.03% | 0.75% | 1.78% | Q3 2018 | Q4 2023 | 22 |
Geneos Wealth Management Inc. | 21 | 1 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 20 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 21 |
Stadion Money Management, LLC | 20 | 1 | 0.01% | 1.22% | 2.98% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
JACOBSON & SCHMITT ADVISORS, LLC | 17 | 4 | 0.13% | 5.11% | 7.39% | Q2 2018 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 17 | 0.02% | 0.07% | 0.17% | Q3 2019 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 2 | 0.01% | 0.66% | 1.81% | Q2 2017 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 11 | 3 | 0.00% | 0.13% | 0.36% | Q3 2017 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.21% | 0.94% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.81% | 2.03% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q4 2019 | 21 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Summit Financial, LLC | 20 | 20 | 0.34% | 0.59% | 1.01% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.01% | 0.12% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Gradient Capital Advisors, LLC | 20 | 20 | 0.12% | 0.40% | 0.60% | Q3 2018 | Q2 2023 | 20 |
Beaumont Financial Partners, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
SPINNAKER TRUST | 20 | 20 | 0.06% | 2.97% | 7.62% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.10% | 0.23% | Q3 2018 | Q3 2023 | 19 |
Sunesis Advisors, LLC | 18 | 1 | 0.41% | 0.68% | 1.78% | Q4 2018 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 13 | 6 | 0.01% | 0.51% | 0.90% | Q3 2016 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 2.20% | 2.90% | 3.72% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.16% | 0.27% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMERICA BANK | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.08% | 0.21% | Q4 2017 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 18 |
CX Institutional | 18 | 18 | 0.03% | 0.86% | 2.77% | Q2 2018 | Q3 2022 | 18 |
Windsor Wealth Management, Inc. | 18 | 18 | 0.35% | 0.84% | 1.15% | Q2 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 16 | 2 | 0.01% | 0.16% | 0.31% | Q1 2019 | Q3 2023 | 18 |
Cranbrook Wealth Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Verity Asset Management, Inc. | 13 | 5 | 0.40% | 0.78% | 1.42% | Q1 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 17 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 16 | 2 | 0.00% | 0.14% | 0.30% | Q4 2017 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 9 | 1 | 0.01% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 18 |
Atria Investments, Inc | 12 | 5 | 0.03% | 0.49% | 0.86% | Q1 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 17 |
Stone House Investment Management, LLC | 10 | 7 | 0.17% | 5.68% | 16.16% | Q1 2018 | Q3 2023 | 17 |
Financial Advocates Investment Management | 13 | 4 | 0.01% | 0.16% | 0.68% | Q4 2017 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.04% | 0.13% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 11 | 1 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 2.13% | 3.32% | 6.55% | Q4 2017 | Q4 2021 | 16 |
Royal Fund Management, LLC | 16 | 16 | 0.02% | 0.50% | 0.78% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.06% | 0.52% | 2.99% | Q4 2019 | Q3 2023 | 16 |
Continuum Advisory, LLC | 14 | 2 | 0.10% | 0.16% | 0.30% | Q4 2017 | Q3 2023 | 16 |
Waverly Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2022 | 16 |
JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.06% | Q2 2017 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.02% | 1.40% | 2.89% | Q4 2019 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 6.76% | 10.14% | 15.28% | Q4 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 16 | 16 | 0.90% | 4.19% | 12.54% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 6.11% | 10.72% | 15.90% | Q4 2019 | Q3 2023 | 16 |
Cordasco Financial Network | 15 | 1 | 0.15% | 0.79% | 1.39% | Q4 2016 | Q2 2022 | 16 |
Prospera Financial Services Inc | 12 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Leonard Rickey Investment Advisors P.L.L.C. | 15 | 15 | 0.16% | 0.37% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 15 |
Cetera Investment Advisers | 14 | 1 | 0.01% | 0.54% | 1.73% | Q1 2016 | Q3 2023 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.10% | 0.52% | Q3 2019 | Q3 2023 | 15 |
KFA Private Wealth Group, LLC | 14 | 1 | 0.95% | 1.46% | 2.01% | Q4 2019 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.59% | 0.86% | Q2 2017 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.61% | 1.08% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.12% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Linscomb & Williams, Inc. | 15 | 15 | 0.09% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 15 |
CFO4Life Group, LLC | 15 | 15 | 0.44% | 0.72% | 1.07% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.08% | 0.47% | 1.50% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 14 |
Karp Capital Management Corp | 14 | 14 | 1.29% | 3.31% | 5.43% | Q4 2018 | Q1 2022 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.09% | 0.12% | 0.21% | Q1 2020 | Q2 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.15% | 0.20% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Advisory Resource Group | 7 | 7 | 1.13% | 1.83% | 2.50% | Q4 2019 | Q2 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 13 | 13 | 0.06% | 0.91% | 1.54% | Q3 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.08% | 0.22% | 0.60% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 11 | 2 | 0.00% | 0.28% | 0.40% | Q4 2018 | Q3 2023 | 13 |
VICUS CAPITAL | 5 | 3 | 0.03% | 0.56% | 2.01% | Q3 2017 | Q1 2021 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.02% | 0.40% | 0.94% | Q1 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 11 | 2 | 0.00% | 0.24% | 0.58% | Q1 2020 | Q3 2023 | 13 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.01% | 0.10% | Q3 2017 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 7 | 6 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 7 | 6 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.05% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Wealthquest Corp | 8 | 5 | 0.04% | 0.37% | 0.90% | Q4 2018 | Q1 2022 | 13 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
WealthPLAN Partners, LLC | 8 | 5 | 0.06% | 0.13% | 0.22% | Q2 2020 | Q4 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.10% | 0.98% | 2.22% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.46% | 0.91% | Q1 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.11% | 0.17% | Q4 2019 | Q2 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 6 | 3 | 0.01% | 0.04% | 0.32% | Q1 2017 | Q1 2022 | 13 |
OLD MISSION CAPITAL LLC | 10 | 1 | 0.01% | 0.19% | 0.44% | Q2 2018 | Q2 2023 | 13 |
Tarbox Family Office, Inc. | 13 | 13 | 0.07% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.28% | 0.51% | Q3 2020 | Q3 2023 | 13 |
SigFig Wealth Management, LLC | 13 | 13 | 0.02% | 5.71% | 7.97% | Q3 2020 | Q3 2023 | 13 |
Capital Asset Advisory Services LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.29% | 1.00% | 2.00% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.20% | 0.58% | Q4 2019 | Q3 2023 | 12 |
Pensionmark Financial Group, LLC | 12 | 12 | 0.13% | 0.85% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.13% | 0.33% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 11 | 1 | 0.32% | 0.62% | 0.85% | Q3 2011 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hayden Royal, LLC | 12 | 12 | 0.20% | 0.60% | 1.89% | Q1 2019 | Q4 2021 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Montecito Bank & Trust | 12 | 12 | 0.19% | 0.42% | 0.74% | Q1 2021 | Q4 2023 | 12 |
Capital Planning LLC | 12 | 12 | 1.47% | 2.49% | 4.52% | Q4 2020 | Q3 2023 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.06% | 0.66% | 1.47% | Q1 2020 | Q4 2022 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.12% | 0.52% | 1.10% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Paradigm Financial Partners, LLC | 10 | 2 | 0.14% | 0.65% | 1.55% | Q1 2020 | Q3 2023 | 12 |
PRIVATE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.10% | 0.22% | 0.65% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.16% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Veracity Capital LLC | 11 | 1 | 0.16% | 0.65% | 1.07% | Q3 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 11 | 1 | 0.10% | 1.14% | 2.53% | Q4 2019 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 11 | 1 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.48% | 0.78% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 10 | 2 | 0.02% | 0.48% | 0.72% | Q4 2019 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 10 | 2 | 0.00% | 0.45% | 0.73% | Q4 2019 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.17% | 0.24% | Q3 2019 | Q3 2023 | 12 |
Capital Analysts, LLC | 6 | 1 | 0.00% | 0.07% | 0.20% | Q3 2019 | Q3 2023 | 12 |
Truadvice, LLC | 12 | 12 | 0.25% | 0.80% | 1.45% | Q4 2020 | Q3 2023 | 12 |
BOK Financial Private Wealth, Inc. | 12 | 12 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Smith, Salley & Associates | 11 | 11 | 0.17% | 0.74% | 0.92% | Q1 2021 | Q3 2023 | 11 |
180 WEALTH ADVISORS, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.03% | 0.30% | 0.95% | Q1 2021 | Q3 2023 | 11 |
Summit X, LLC | 11 | 11 | 0.07% | 0.97% | 1.43% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.20% | 0.40% | 0.57% | Q1 2021 | Q3 2023 | 11 |
CALTON & ASSOCIATES, INC. | 11 | 11 | 0.12% | 2.71% | 5.55% | Q1 2020 | Q3 2022 | 11 |
Concorde Asset Management, LLC | 11 | 11 | 1.61% | 2.26% | 3.16% | Q1 2021 | Q3 2023 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 0.04% | 1.13% | 2.58% | Q1 2020 | Q3 2022 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.64% | 0.91% | 1.20% | Q1 2021 | Q3 2023 | 11 |
GeoWealth Management, LLC | 6 | 1 | 0.01% | 0.57% | 2.23% | Q2 2019 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.41% | 0.60% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Pettinga Financial Advisors LLC | 11 | 11 | 0.62% | 1.81% | 2.63% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.74% | 0.95% | 1.24% | Q1 2021 | Q3 2023 | 11 |
Insight Wealth Partners, LLC | 11 | 11 | 0.05% | 2.44% | 5.16% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 5 | 0.08% | 0.95% | 2.25% | Q4 2018 | Q3 2021 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q2 2022 | 11 |
Clear Creek Financial Management, LLC | 6 | 2 | 0.08% | 2.30% | 7.60% | Q4 2019 | Q3 2023 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.99% | 2.22% | 3.14% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SteelPeak Wealth, LLC | 11 | 11 | 1.65% | 2.34% | 3.59% | Q1 2021 | Q3 2023 | 11 |
Invst, LLC | 11 | 11 | 0.79% | 1.66% | 3.10% | Q1 2021 | Q3 2023 | 11 |
Mount Yale Investment Advisors, LLC | 11 | 11 | 0.26% | 0.44% | 0.60% | Q1 2021 | Q3 2023 | 11 |
TUCKER ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.12% | 2.59% | 6.87% | Q1 2021 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 11 | 11 | 0.24% | 0.67% | 1.20% | Q1 2021 | Q3 2023 | 11 |
ONE Advisory Partners, LLC | 11 | 11 | 7.03% | 9.88% | 12.73% | Q1 2021 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.08% | 0.54% | 1.07% | Q1 2021 | Q3 2023 | 11 |
Cooper Financial Group | 11 | 11 | 0.26% | 1.13% | 1.83% | Q1 2021 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 11 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Successful Portfolios LLC | 11 | 11 | 0.31% | 1.37% | 2.73% | Q1 2021 | Q3 2023 | 11 |
PAX Financial Group, LLC | 11 | 11 | 4.89% | 5.77% | 7.20% | Q1 2021 | Q3 2023 | 11 |
Venturi Wealth Management, LLC | 11 | 11 | 0.26% | 0.35% | 0.43% | Q1 2021 | Q3 2023 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.36% | 0.48% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Day & Ennis, LLC | 11 | 11 | 1.90% | 3.70% | 4.90% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.57% | 1.31% | Q1 2020 | Q3 2023 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.04% | 0.17% | 0.26% | Q2 2018 | Q4 2020 | 11 |
Baker Avenue Asset Management, LP | 10 | 1 | 0.02% | 1.58% | 4.56% | Q4 2016 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.15% | 0.34% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.38% | 1.35% | 3.11% | Q1 2021 | Q3 2023 | 11 |
Sharkey, Howes & Javer | 11 | 11 | 5.33% | 7.61% | 9.82% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 4.52% | 5.69% | 7.58% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 11 | 11 | 0.22% | 0.35% | 0.53% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 11 | 0.12% | 0.30% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Wealth Alliance | 11 | 11 | 0.34% | 1.44% | 2.24% | Q1 2021 | Q3 2023 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.76% | 1.87% | 3.11% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.13% | 0.30% | 0.52% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.20% | 3.65% | 5.73% | Q1 2021 | Q3 2023 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 2.76% | 5.88% | 8.81% | Q1 2021 | Q3 2023 | 11 |
Divergent Wealth Advisors | 11 | 11 | 1.49% | 5.17% | 8.58% | Q4 2017 | Q2 2020 | 11 |
Hanlon Investment Management, Inc. | 11 | 11 | 0.24% | 0.62% | 1.13% | Q1 2021 | Q3 2023 | 11 |
High Falls Advisors, Inc | 11 | 11 | 4.81% | 10.09% | 13.81% | Q1 2021 | Q3 2023 | 11 |
Trek Financial, LLC | 11 | 11 | 0.47% | 1.20% | 2.45% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q3 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
NWAM LLC | 11 | 11 | 0.20% | 0.65% | 1.09% | Q1 2021 | Q3 2023 | 11 |
Prosperity Planning, Inc. | 11 | 11 | 0.18% | 0.22% | 0.26% | Q1 2021 | Q3 2023 | 11 |
RFG Advisory, LLC | 11 | 11 | 0.60% | 0.85% | 1.21% | Q1 2021 | Q3 2023 | 11 |
R. W. Roge & Company, Inc. | 10 | 1 | 3.54% | 8.53% | 14.56% | Q4 2019 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 3 | 0.35% | 3.05% | 5.18% | Q4 2020 | Q3 2023 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 9 | 2 | 0.18% | 1.03% | 1.51% | Q2 2016 | Q1 2019 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.06% | 0.14% | 0.29% | Q4 2019 | Q4 2022 | 11 |
Lineweaver Wealth Advisors, LLC | 11 | 11 | 0.10% | 3.31% | 5.37% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
CLIENT 1ST ADVISORY GROUP, LLC | 10 | 10 | 2.30% | 3.96% | 4.72% | Q2 2021 | Q3 2023 | 10 |
Epstein & White Financial LLC | 10 | 10 | 0.27% | 0.67% | 0.88% | Q1 2019 | Q2 2021 | 10 |
MA Private Wealth | 10 | 10 | 0.18% | 0.92% | 2.09% | Q2 2021 | Q3 2023 | 10 |
MCMORGAN & CO LLC | 10 | 10 | 7.03% | 11.83% | 16.91% | Q2 2021 | Q3 2023 | 10 |
Personal Wealth Partners | 10 | 10 | 0.18% | 0.20% | 0.26% | Q4 2019 | Q1 2022 | 10 |
Ausdal Financial Partners, Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 1.77% | 2.39% | 3.51% | Q4 2015 | Q1 2018 | 10 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 2 | 1.30% | 2.57% | 3.42% | Q1 2021 | Q3 2023 | 10 |
Beacon Financial Advisory LLC | 10 | 10 | 0.14% | 0.29% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Family Advisors, LLC | 10 | 10 | 0.12% | 0.30% | 0.42% | Q2 2021 | Q3 2023 | 10 |
One Wealth Advisors, LLC | 10 | 10 | 0.69% | 2.05% | 2.84% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Morningstar Investment Services LLC | 10 | 10 | 0.02% | 0.18% | 0.31% | Q2 2021 | Q3 2023 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.11% | 0.24% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.59% | 1.72% | 2.55% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.07% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Range Financial Group LLC | 10 | 10 | 0.22% | 0.39% | 0.52% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Wilshire Advisors LLC | 9 | 1 | 0.81% | 6.68% | 8.74% | Q2 2019 | Q2 2022 | 10 |
Koshinski Asset Management, Inc. | 7 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 10 |
First Heartland Consultants, Inc. | 6 | 4 | 0.04% | 0.20% | 0.34% | Q1 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.04% | 0.14% | 0.27% | Q1 2021 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.01% | 0.18% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.03% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 10 |
RETIREMENT CAPITAL STRATEGIES | 7 | 3 | 0.40% | 1.54% | 6.63% | Q2 2018 | Q2 2022 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 1.33% | 2.42% | 3.60% | Q2 2021 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 7 | 3 | 0.17% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 10 |
F3Logic, LLC | 10 | 10 | 0.08% | 0.68% | 1.34% | Q3 2020 | Q4 2022 | 10 |
SWMG, LLC | 6 | 4 | 2.44% | 3.36% | 4.33% | Q4 2020 | Q2 2023 | 10 |
SIGNATUREFD, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
EQ LLC | 10 | 10 | 0.32% | 0.48% | 0.67% | Q1 2021 | Q2 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Regent Peak Wealth Advisors LLC | 10 | 10 | 0.12% | 1.16% | 9.10% | Q4 2019 | Q1 2022 | 10 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7 | 1 | 0.05% | 0.14% | 0.30% | Q4 2020 | Q3 2023 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.96% | 1.59% | 2.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.38% | 0.71% | 1.09% | Q2 2021 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.09% | 0.16% | 0.21% | Q1 2021 | Q2 2023 | 10 |
tru Independence LLC | 8 | 1 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q4 2022 | 10 |
Bernardo Wealth Planning LLC | 10 | 10 | 0.15% | 3.56% | 4.77% | Q1 2021 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Spectrum Planning & Advisory Services Inc. | 10 | 10 | 1.49% | 2.71% | 3.63% | Q2 2021 | Q3 2023 | 10 |
Horst & Graben Wealth Management LLC | 10 | 10 | 1.50% | 4.85% | 6.88% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.02% | 0.09% | 0.13% | Q1 2021 | Q1 2023 | 9 |
CFS Investment Advisory Services, LLC | 9 | 9 | 0.90% | 2.29% | 3.53% | Q3 2021 | Q3 2023 | 9 |
Huber Financial Advisors, LLC | 9 | 9 | 0.11% | 0.17% | 0.27% | Q1 2018 | Q1 2020 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.04% | 0.24% | 0.47% | Q2 2020 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
FIDUCIARY TRUST CO | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.04% | 0.23% | 0.38% | Q1 2021 | Q1 2023 | 9 |
Riverview Trust Co | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.27% | 0.60% | 0.95% | Q4 2021 | Q4 2023 | 9 |
Summit Equities Inc | 9 | 9 | 0.10% | 0.42% | 0.61% | Q3 2016 | Q3 2018 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2019 | 9 |
REGENTATLANTIC CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Icon Wealth Partners, LLC | 6 | 3 | 1.54% | 2.65% | 4.20% | Q1 2021 | Q3 2023 | 9 |
Columbus Macro, LLC | 9 | 9 | 0.07% | 0.46% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 9 |
CORRADO ADVISORS, LLC | 9 | 9 | 0.43% | 4.73% | 8.71% | Q1 2020 | Q1 2022 | 9 |
Snider Financial Group | 7 | 2 | 0.17% | 0.25% | 0.35% | Q2 2021 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Klaas Financial Asset Advisors, LLC | 9 | 9 | 0.28% | 0.33% | 0.36% | Q3 2021 | Q3 2023 | 9 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.01% | 0.08% | 0.28% | Q3 2020 | Q3 2022 | 9 |
Lantz Financial LLC | 9 | 9 | 0.09% | 0.81% | 1.26% | Q1 2021 | Q1 2023 | 9 |
Teamwork Financial Advisors, LLC | 9 | 9 | 0.09% | 0.17% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 6 | 3 | 0.01% | 0.11% | 0.19% | Q1 2019 | Q1 2022 | 9 |
TNF LLC | 9 | 9 | 5.55% | 7.61% | 9.47% | Q3 2021 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.05% | 0.15% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Evensky & Katz LLC | 5 | 4 | 0.00% | 0.08% | 0.59% | Q1 2018 | Q2 2020 | 9 |
Dana Investment Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Balentine LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
Williams Financial, LLC | 5 | 1 | 6.56% | 12.82% | 19.90% | Q1 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.20% | 0.28% | 0.37% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.32% | 0.48% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.76% | 1.11% | 1.98% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 4 | 4 | 0.01% | 0.19% | 0.33% | Q1 2018 | Q3 2023 | 8 |
V Wealth Advisors LLC | 6 | 1 | 0.00% | 0.07% | 0.10% | Q2 2017 | Q2 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 8 | 0.19% | 1.13% | 3.55% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 8 |
FLC Capital Advisors | 8 | 8 | 0.10% | 2.74% | 4.20% | Q1 2021 | Q4 2022 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.03% | 0.09% | 0.37% | Q1 2020 | Q3 2023 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.15% | 0.37% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.18% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Group, LLC | 8 | 8 | 0.61% | 2.00% | 4.86% | Q1 2022 | Q4 2023 | 8 |
Sandy Spring Bank | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.36% | 0.52% | 0.66% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 3.03% | 3.95% | 5.38% | Q4 2021 | Q3 2023 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Selective Wealth Management, Inc. | 6 | 2 | 0.11% | 0.18% | 0.31% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Equitable Holdings, Inc. | 4 | 4 | 0.01% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 2.83% | 3.47% | 5.02% | Q4 2021 | Q3 2023 | 8 |
Financial Council Asset Management Inc | 8 | 8 | 0.24% | 1.52% | 9.12% | Q3 2021 | Q2 2023 | 8 |
HARVEST CAPITAL MANAGEMENT INC | 8 | 8 | 0.22% | 0.25% | 0.26% | Q1 2015 | Q4 2016 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 8 | 8 | 0.20% | 1.33% | 4.42% | Q4 2021 | Q3 2023 | 8 |
SUN LIFE FINANCIAL INC | 8 | 8 | 0.00% | 0.24% | 0.80% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.09% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.20% | 0.50% | 0.76% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.54% | 1.09% | 1.77% | Q4 2021 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.39% | 4.09% | 8.34% | Q4 2020 | Q3 2022 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.20% | 0.33% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 5.69% | 9.43% | 11.47% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.27% | 1.75% | 2.26% | Q4 2021 | Q3 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.26% | 0.39% | 0.53% | Q4 2020 | Q3 2022 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.67% | 0.90% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Tri-Star Advisors Inc. | 8 | 8 | 0.41% | 7.17% | 13.87% | Q1 2021 | Q4 2022 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 8 | 2.26% | 3.40% | 5.04% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.04% | 0.38% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.07% | 1.70% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.32% | 0.50% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.12% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 2.48% | 3.32% | 3.83% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.28% | 1.14% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Trilogy Capital Inc. | 7 | 1 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.28% | 2.11% | 3.59% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.08% | 0.10% | 0.14% | Q1 2015 | Q4 2016 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.30% | 0.60% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.06% | 4.46% | 6.81% | Q2 2021 | Q1 2023 | 8 |
OmniStar Financial Group, Inc. | 8 | 8 | 0.40% | 0.73% | 0.89% | Q1 2021 | Q4 2022 | 8 |
Northwest Capital Management Inc | 8 | 8 | 1.77% | 2.22% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 2 | 0.02% | 0.06% | 0.25% | Q1 2015 | Q2 2017 | 8 |
JB Capital LLC | 8 | 8 | 7.21% | 8.64% | 9.48% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.99% | 2.96% | 3.71% | Q4 2021 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 2.54% | 3.50% | 4.05% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.23% | 0.31% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 5 | 2 | 0.13% | 0.24% | 0.29% | Q3 2020 | Q2 2022 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.40% | 0.52% | 0.65% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.10% | 1.22% | 3.02% | Q1 2022 | Q3 2023 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.14% | 0.30% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.16% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q1 2023 | 7 |
DAVIS R M INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
American Trust | 7 | 7 | 0.09% | 0.26% | 0.35% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 4 | 3 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 7 |
IRON Financial LLC | 5 | 2 | 0.09% | 0.53% | 0.89% | Q3 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Latitude Advisors, LLC | 4 | 3 | 0.15% | 0.32% | 0.47% | Q2 2021 | Q3 2023 | 7 |
Madison Wealth Partners, Inc | 6 | 1 | 0.18% | 1.28% | 3.51% | Q4 2020 | Q3 2022 | 7 |
Blueprint Investment Partners LLC | 4 | 3 | 0.10% | 0.64% | 1.36% | Q1 2020 | Q2 2022 | 7 |
Certified Advisory Corp | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 5 | 2 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 0.36% | 0.77% | 1.47% | Q1 2022 | Q3 2023 | 7 |
Vantage Financial Partners, LLC | 4 | 3 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q2 2022 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 3.22% | 5.49% | 6.58% | Q4 2021 | Q2 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
FC Advisory LLC | 7 | 7 | 0.48% | 0.84% | 1.06% | Q2 2022 | Q4 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.83% | 0.95% | 1.14% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 4 | 3 | 0.05% | 0.27% | 0.42% | Q2 2019 | Q4 2021 | 7 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 7 |
RDA Financial Network | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 7 | 7 | 0.33% | 0.45% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.23% | 0.48% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q2 2022 | 7 |
Opes Advisors Inc | 4 | 3 | 0.17% | 0.23% | 0.30% | Q4 2016 | Q3 2018 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Forum Private Client Group LLC | 6 | 6 | 5.47% | 5.66% | 5.91% | Q1 2022 | Q2 2023 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.29% | 0.42% | 0.52% | Q3 2019 | Q4 2020 | 6 |
WESTERN FINANCIAL Corp | 6 | 6 | 0.24% | 0.38% | 0.54% | Q2 2021 | Q3 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.40% | 0.58% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.25% | 0.36% | 0.60% | Q1 2019 | Q1 2021 | 6 |
White Lighthouse Investment Management Inc. | 6 | 6 | 0.96% | 1.40% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Harbor Group, Inc. | 6 | 6 | 0.42% | 0.58% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.25% | 0.48% | Q1 2022 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.17% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MBE Wealth Management, LLC | 6 | 6 | 0.55% | 0.85% | 0.96% | Q4 2019 | Q1 2021 | 6 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.02% | 1.80% | 3.27% | Q1 2019 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Winslow, Evans & Crocker, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.09% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 6 |
ERn Financial, LLC | 6 | 6 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q3 2021 | 6 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.08% | 0.16% | Q1 2015 | Q2 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 6 |
Onyx Bridge Wealth Group LLC | 6 | 6 | 0.18% | 3.70% | 10.13% | Q4 2020 | Q1 2022 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.33% | 0.65% | 0.84% | Q2 2022 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.46% | 0.49% | 0.57% | Q2 2019 | Q3 2020 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.10% | 0.33% | 0.50% | Q4 2019 | Q1 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.06% | 0.17% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.37% | 0.55% | 0.73% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.14% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 3 | 3 | 0.03% | 0.23% | 1.20% | Q3 2021 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 6 | 6 | 0.13% | 0.21% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Sunbelt Securities, Inc. | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Trinity Wealth Management, LLC | 6 | 6 | 0.59% | 0.71% | 0.83% | Q3 2021 | Q4 2022 | 6 |
Fisher Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.13% | 2.84% | 6.51% | Q2 2021 | Q3 2022 | 6 |
GIRARD PARTNERS LTD. | 6 | 6 | 0.70% | 1.67% | 2.69% | Q2 2022 | Q3 2023 | 6 |
WFG Advisors, LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.09% | 0.41% | 0.71% | Q2 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.69% | 0.76% | 0.82% | Q2 2022 | Q3 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2020 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Twelve Points Wealth Management LLC | 5 | 5 | 2.81% | 3.53% | 3.87% | Q3 2022 | Q3 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.26% | 1.81% | 3.69% | Q3 2022 | Q3 2023 | 5 |
Gilbert & Cook, Inc. | 5 | 5 | 0.15% | 0.52% | 1.78% | Q3 2022 | Q3 2023 | 5 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.08% | 0.11% | 0.24% | Q4 2020 | Q1 2022 | 5 |
Grant Street Asset Management, Inc. | 5 | 5 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q1 2022 | 5 |
SC&H Financial Advisors, Inc. | 4 | 1 | 0.37% | 0.41% | 0.46% | Q1 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Detalus Advisors, LLC | 5 | 5 | 0.14% | 0.69% | 0.95% | Q3 2022 | Q3 2023 | 5 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q1 2022 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.58% | 0.65% | 0.73% | Q3 2022 | Q3 2023 | 5 |
CPWM, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2019 | 5 |
RHS Financial, LLC | 5 | 5 | 0.25% | 0.47% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 0.02% | 0.19% | 0.54% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.28% | 2.01% | 3.80% | Q3 2022 | Q3 2023 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Sound Financial Strategies Group, LLC | 5 | 5 | 0.01% | 0.62% | 1.04% | Q4 2019 | Q4 2020 | 5 |
CONNING INC. | 5 | 5 | 0.22% | 0.22% | 0.24% | Q4 2016 | Q4 2017 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.14% | Q1 2022 | Q2 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
PALLADIEM, LLC | 5 | 5 | 4.27% | 4.53% | 5.16% | Q4 2020 | Q4 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Kalos Management, Inc. | 5 | 5 | 0.11% | 0.14% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.28% | 0.65% | 0.76% | Q3 2021 | Q3 2022 | 5 |
Biltmore Capital Advisors LLC | 4 | 1 | 1.01% | 1.51% | 2.54% | Q4 2018 | Q4 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.25% | 0.39% | 0.51% | Q2 2019 | Q2 2020 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 1.62% | 4.56% | 7.03% | Q2 2022 | Q2 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 1.05% | 1.21% | 1.40% | Q4 2021 | Q4 2022 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 1.25% | 1.45% | 1.65% | Q3 2022 | Q3 2023 | 5 |
Systelligence, LLC | 5 | 5 | 1.53% | 4.37% | 8.67% | Q4 2019 | Q4 2020 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.05% | 0.13% | 0.19% | Q3 2019 | Q3 2020 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Renasant Bank | 5 | 5 | 0.40% | 0.90% | 1.26% | Q3 2022 | Q3 2023 | 5 |
HCR Wealth Advisors | 4 | 1 | 0.02% | 0.07% | 0.10% | Q3 2017 | Q4 2020 | 5 |
55I, LLC | 5 | 5 | 2.81% | 3.58% | 4.72% | Q1 2021 | Q1 2022 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 1.14% | 5.81% | 7.80% | Q3 2022 | Q3 2023 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 0.14% | 0.36% | 0.54% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.18% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Element Wealth, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
DAVIDSON INVESTMENT ADVISORS | 5 | 5 | 0.03% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Copperleaf Capital, LLC | 5 | 5 | 6.00% | 8.72% | 11.92% | Q3 2022 | Q3 2023 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Hoese & Co LLP | 4 | 4 | 1.45% | 3.29% | 5.00% | Q1 2023 | Q4 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 5.53% | 5.76% | 6.19% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 0.40% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 4 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Accel Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 4 |
HawsGoodwin Investment Management LLC | 4 | 4 | 1.82% | 2.15% | 2.34% | Q1 2021 | Q4 2021 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 3.92% | 4.00% | 4.15% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.17% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 3.78% | 6.89% | 8.74% | Q4 2022 | Q3 2023 | 4 |
Karn, Couzens & Associates, Inc. | 4 | 4 | 0.40% | 0.42% | 0.45% | Q2 2021 | Q1 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.40% | 0.42% | 0.46% | Q4 2020 | Q3 2021 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2022 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.25% | 2.64% | 4.06% | Q4 2022 | Q3 2023 | 4 |
WJ Wealth Management, LLC | 4 | 4 | 1.17% | 1.75% | 2.52% | Q4 2020 | Q3 2021 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.46% | 0.55% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 1.66% | 2.45% | 2.91% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 2.71% | 3.21% | 3.76% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 3.67% | 4.39% | 5.88% | Q1 2023 | Q4 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 0.30% | 1.82% | 6.27% | Q4 2022 | Q3 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.14% | Q4 2021 | Q2 2023 | 4 |
Astor Investment Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Sentinus, LLC | 4 | 4 | 4.59% | 5.83% | 7.23% | Q3 2022 | Q2 2023 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
TFB Advisors LLC | 4 | 4 | 0.27% | 0.44% | 0.84% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.15% | 0.48% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.38% | 0.50% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisory Solutions, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.24% | 0.35% | 0.68% | Q4 2022 | Q3 2023 | 4 |
LVW Advisors, LLC | 4 | 4 | 1.04% | 1.24% | 1.35% | Q4 2022 | Q3 2023 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.38% | 1.62% | 3.18% | Q4 2020 | Q3 2021 | 4 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 4 |
Meridian Wealth Partners, LLC | 2 | 1 | 0.07% | 0.18% | 0.50% | Q1 2022 | Q3 2023 | 4 |
MKT Advisors LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
TIEMANN INVESTMENT ADVISORS, LLC | 4 | 4 | 3.33% | 3.95% | 4.97% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.44% | 0.50% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Pallas Capital Advisors LLC | 4 | 4 | 0.08% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 1.83% | 2.01% | 2.42% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.20% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ETF Store, Inc. | 4 | 4 | 0.35% | 0.40% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.73% | 1.10% | 1.30% | Q4 2022 | Q3 2023 | 4 |
OARSMAN CAPITAL, INC. | 4 | 4 | 2.22% | 2.82% | 3.40% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.18% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BOYS ARNOLD & CO INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.26% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.39% | 0.75% | 1.08% | Q1 2022 | Q4 2022 | 4 |
Triangle Securities Wealth Management | 4 | 4 | 0.61% | 1.23% | 1.92% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.04% | 0.23% | 0.50% | Q4 2019 | Q3 2020 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Legacy Financial Group LLC | 4 | 4 | 0.51% | 1.85% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Mattern Wealth Management LLC | 4 | 4 | 1.00% | 1.42% | 2.57% | Q2 2020 | Q1 2021 | 4 |
NCM Capital Management, LLC | 4 | 4 | 1.03% | 1.22% | 1.38% | Q1 2022 | Q4 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 4.24% | 4.46% | 4.78% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.54% | 0.71% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.58% | 2.06% | 2.70% | Q4 2017 | Q3 2018 | 4 |
Arlington Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK OF HAWAII | 4 | 4 | 0.25% | 0.45% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 5.71% | 5.88% | 6.03% | Q4 2021 | Q3 2022 | 4 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 1.04% | 1.13% | 1.20% | Q3 2020 | Q1 2021 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.39% | 1.52% | 1.63% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 15.92% | 16.17% | 16.67% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.14% | 0.82% | 1.18% | Q2 2022 | Q4 2022 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.60% | 0.62% | 0.63% | Q3 2020 | Q1 2021 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 7.06% | 8.01% | 9.66% | Q4 2021 | Q2 2022 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Argent Advisors, Inc. | 3 | 3 | 0.56% | 0.57% | 0.58% | Q1 2023 | Q3 2023 | 3 |
VIVID FINANCIAL MANAGEMENT, INC. | 3 | 3 | 0.93% | 1.81% | 2.36% | Q2 2021 | Q4 2021 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.36% | 5.50% | 8.93% | Q1 2022 | Q3 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.11% | 0.19% | 0.24% | Q1 2021 | Q3 2021 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 1.37% | 4.46% | 7.32% | Q1 2023 | Q3 2023 | 3 |
Rede Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2021 | Q3 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.38% | 3.92% | 6.92% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.43% | 0.61% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.02% | 0.10% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Scissortail Wealth Management, LLC | 3 | 3 | 2.06% | 2.34% | 2.90% | Q4 2021 | Q2 2022 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.77% | 1.04% | 1.34% | Q4 2022 | Q3 2023 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.33% | 2.06% | 4.58% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Richard P Slaughter Associates Inc | 2 | 1 | 0.11% | 0.40% | 0.83% | Q2 2022 | Q4 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Shira Ridge Wealth Management | 3 | 3 | 0.45% | 0.50% | 0.54% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.50% | 0.53% | 0.56% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.36% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.07% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.24% | 0.30% | 0.35% | Q3 2022 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.00% | 0.11% | 0.19% | Q2 2022 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 3 |
Vista Private Wealth Partners. LLC | 3 | 3 | 0.46% | 0.49% | 0.53% | Q1 2023 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Financial Partners Group, Inc | 3 | 3 | 2.48% | 3.62% | 4.51% | Q4 2017 | Q2 2018 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
LifeSteps Financial, Inc. | 3 | 3 | 0.68% | 0.70% | 0.73% | Q1 2022 | Q3 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Private Ocean, LLC | 3 | 3 | 1.17% | 5.06% | 9.06% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
MCIA Inc | 3 | 3 | 2.85% | 3.14% | 3.45% | Q1 2021 | Q3 2021 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.14% | 0.89% | 2.37% | Q4 2021 | Q2 2022 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 4.18% | 4.31% | 4.43% | Q4 2021 | Q1 2022 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Zhang Financial LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 0.56% | 4.41% | 8.27% | Q2 2023 | Q3 2023 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
MOTIVE WEALTH ADVISORS | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2021 | Q3 2021 | 2 |
Apella Capital, LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q3 2023 | Q4 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.44% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.12% | 0.20% | Q4 2022 | Q2 2023 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 2 | 2 | 0.78% | 1.38% | 1.98% | Q2 2021 | Q3 2021 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.20% | 0.25% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 2.10% | 2.14% | 2.19% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
MRA Advisory Group | 2 | 2 | 0.47% | 2.30% | 4.13% | Q2 2023 | Q3 2023 | 2 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q3 2022 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.28% | 0.34% | 0.40% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.16% | 0.25% | Q3 2021 | Q3 2022 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.72% | 0.79% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.06% | 0.19% | 0.32% | Q4 2018 | Q4 2020 | 2 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 2.52% | 2.72% | 2.93% | Q3 2022 | Q4 2022 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 3.46% | 3.48% | 3.49% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
WARNER FINANCIAL, INC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.47% | 0.54% | 0.61% | Q1 2023 | Q2 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.32% | 1.57% | 1.82% | Q4 2017 | Q1 2018 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 1.10% | 1.15% | 1.19% | Q2 2023 | Q3 2023 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.00% | 1.04% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.04% | 0.07% | 0.11% | Q2 2021 | Q4 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Commonwealth Retirement Investments LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.41% | 0.43% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.60% | 0.66% | 0.71% | Q4 2021 | Q1 2022 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.05% | 0.21% | 0.37% | Q3 2022 | Q4 2022 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.88% | 1.11% | 1.34% | Q2 2023 | Q3 2023 | 2 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q4 2023 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.32% | 0.40% | 0.48% | Q4 2020 | Q1 2021 | 2 |
Intergy Private Wealth, LLC | 2 | 2 | 0.16% | 0.21% | 0.27% | Q4 2021 | Q1 2022 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Family Capital Trust Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 3.03% | 3.03% | 3.03% | Q3 2023 | Q3 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Graypoint LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2022 | Q3 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
LWMG, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Cordant, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2021 | Q3 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Team Hewins, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2022 | Q2 2022 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MBA Advisors LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2023 | Q3 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN LAWRENCE B | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2021 | Q4 2021 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Essex LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Gainplan LLC | 1 | 1 | 5.77% | 5.77% | 5.77% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2022 | Q4 2022 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 11.14% | 11.14% | 11.14% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2021 | Q3 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nova R Wealth, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FORTE ASSET MANAGEMENT LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2023 | Q3 2023 | 1 |
Essential Planning, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CGN Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VeraBank, N.A. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.