Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 37 | 37 | 0.00% | 0.22% | 0.41% | Q3 2014 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 37 | 37 | 0.00% | 0.06% | 0.13% | Q3 2014 | Q3 2023 | 37 |
FC Advisory LLC | 36 | 36 | 1.71% | 3.31% | 4.15% | Q1 2015 | Q4 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 36 | 36 | 0.03% | 0.35% | 0.78% | Q4 2014 | Q3 2023 | 36 |
LINCOLN NATIONAL CORP | 35 | 35 | 0.02% | 0.27% | 0.49% | Q1 2015 | Q3 2023 | 35 |
Sigma Planning Corp | 34 | 34 | 0.05% | 0.87% | 1.76% | Q2 2015 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 34 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 32 | 32 | 0.00% | 0.39% | 1.30% | Q4 2015 | Q3 2023 | 33 |
PLANNING ALTERNATIVES LTD /ADV | 33 | 33 | 0.05% | 0.35% | 0.72% | Q3 2015 | Q3 2023 | 33 |
TD Capital Management LLC | 33 | 33 | 0.00% | 0.15% | 0.40% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2023 | 33 |
D.A. DAVIDSON & CO. | 25 | 8 | 0.02% | 0.11% | 0.38% | Q4 2014 | Q3 2023 | 33 |
Creative Planning | 30 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 33 |
Baird Financial Group, Inc. | 29 | 3 | 0.00% | 0.10% | 0.16% | Q2 2015 | Q3 2023 | 32 |
ALBION FINANCIAL GROUP /UT | 22 | 10 | 0.05% | 0.17% | 0.27% | Q3 2015 | Q3 2023 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.46% | 1.49% | 5.23% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 32 | 32 | 0.01% | 0.16% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q4 2023 | 32 |
Destination Wealth Management | 32 | 32 | 0.01% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Fiduciary Group LLC | 32 | 32 | 0.16% | 0.41% | 0.61% | Q4 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.05% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Rehmann Capital Advisory Group | 15 | 2 | 0.05% | 0.10% | 0.20% | Q1 2015 | Q3 2023 | 32 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 31 |
Asset Dedication, LLC | 31 | 31 | 0.03% | 1.11% | 2.30% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.11% | 0.20% | Q4 2015 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.00% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.02% | 0.25% | 0.42% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 31 | 31 | 0.02% | 0.30% | 0.85% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.08% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 2 | 0.01% | 0.08% | 0.15% | Q4 2015 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 31 | 31 | 0.05% | 0.16% | 0.24% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Occidental Asset Management, LLC | 30 | 30 | 0.24% | 0.40% | 0.60% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.03% | 0.18% | 0.31% | Q1 2016 | Q3 2023 | 30 |
Arete Wealth Advisors, LLC | 30 | 30 | 0.02% | 0.43% | 0.82% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.01% | 0.42% | 0.90% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
PARSONS CAPITAL MANAGEMENT INC/RI | 29 | 29 | 0.04% | 0.24% | 0.55% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.17% | 0.43% | Q3 2016 | Q3 2023 | 29 |
WealthPLAN Partners, LLC | 21 | 1 | 0.06% | 3.16% | 5.55% | Q4 2015 | Q4 2023 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.50% | 1.70% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.13% | 0.28% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.04% | 0.34% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.13% | 0.29% | 0.48% | Q4 2016 | Q3 2023 | 28 |
KCM INVESTMENT ADVISORS LLC | 28 | 28 | 0.03% | 0.09% | 0.11% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 28 | 28 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Towercrest Capital Management | 28 | 28 | 0.16% | 1.02% | 4.17% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.07% | 0.37% | 0.83% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 28 | 28 | 0.04% | 0.44% | 0.70% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 13 | 0.01% | 0.06% | 0.16% | Q3 2014 | Q4 2021 | 27 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 1 | 0.04% | 0.20% | 0.87% | Q4 2014 | Q3 2022 | 27 |
ASSETMARK, INC | 22 | 2 | 0.00% | 0.06% | 0.26% | Q3 2016 | Q3 2023 | 27 |
NAPLES GLOBAL ADVISORS, LLC | 27 | 27 | 0.12% | 0.15% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 24 | 3 | 0.00% | 0.45% | 0.92% | Q4 2016 | Q3 2023 | 27 |
Homrich & Berg | 27 | 27 | 0.03% | 0.23% | 0.40% | Q1 2015 | Q3 2021 | 27 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.03% | 0.24% | 0.43% | Q2 2017 | Q3 2023 | 26 |
HEADINVEST, LLC | 26 | 26 | 0.07% | 0.12% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Cornerstone Wealth Management, LLC | 23 | 3 | 0.08% | 0.60% | 0.96% | Q1 2017 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.04% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 26 |
WINTRUST INVESTMENTS LLC | 16 | 2 | 0.02% | 0.16% | 0.36% | Q4 2016 | Q3 2023 | 26 |
OPPENHEIMER & CO INC | 26 | 26 | 0.02% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Raab & Moskowitz Asset Management LLC | 21 | 2 | 0.08% | 0.22% | 0.28% | Q3 2016 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.07% | 0.20% | 0.40% | Q1 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO | 21 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.06% | 0.81% | 1.20% | Q2 2017 | Q3 2023 | 26 |
PERRITT CAPITAL MANAGEMENT INC | 26 | 26 | 0.26% | 2.82% | 5.69% | Q2 2017 | Q3 2023 | 26 |
FMR LLC | 24 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 25 |
US BANCORP \DE\ | 23 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 24 | 24 | 0.04% | 0.18% | 0.28% | Q1 2017 | Q4 2022 | 24 |
WealthShield Partners, LLC | 24 | 24 | 1.61% | 2.87% | 5.45% | Q4 2017 | Q3 2023 | 24 |
First Command Advisory Services, Inc. | 24 | 24 | 0.15% | 10.67% | 27.14% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.26% | 0.60% | 0.91% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.19% | 0.45% | 1.69% | Q4 2017 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.13% | 1.11% | 1.85% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.09% | 0.27% | 0.59% | Q4 2017 | Q3 2023 | 24 |
REGIONS FINANCIAL CORP | 24 | 24 | 0.01% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 14 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Legacy Financial Advisors, Inc. | 24 | 24 | 1.56% | 5.84% | 12.04% | Q4 2017 | Q3 2023 | 24 |
First Command Bank | 24 | 24 | 0.01% | 6.87% | 20.03% | Q3 2017 | Q2 2023 | 24 |
Biondo Investment Advisors, LLC | 24 | 24 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Capital Advisors, Ltd. LLC | 24 | 24 | 0.04% | 1.28% | 2.17% | Q4 2017 | Q3 2023 | 24 |
VICUS CAPITAL | 24 | 24 | 0.09% | 0.37% | 1.69% | Q4 2017 | Q3 2023 | 24 |
Formidable Asset Management, LLC | 14 | 1 | 0.04% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.05% | 0.22% | 0.77% | Q3 2017 | Q3 2023 | 24 |
Good Life Advisors, LLC | 24 | 24 | 0.12% | 0.19% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.15% | 0.30% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.07% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.22% | 0.68% | Q3 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.91% | 1.48% | 2.21% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 3 | 0.00% | 0.16% | 0.22% | Q1 2016 | Q3 2023 | 24 |
Parallax Volatility Advisers, L.P. | 19 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.01% | 0.28% | 0.49% | Q1 2016 | Q4 2021 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.33% | 1.03% | 1.69% | Q4 2017 | Q3 2023 | 24 |
Family Capital Trust Co | 24 | 24 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 24 |
First Command Financial Services, Inc. | 24 | 24 | 0.01% | 7.12% | 20.03% | Q3 2017 | Q2 2023 | 24 |
Avidian Wealth Solutions, LLC | 18 | 5 | 0.05% | 1.10% | 8.03% | Q4 2016 | Q3 2023 | 23 |
Summit X, LLC | 23 | 23 | 0.02% | 0.30% | 0.78% | Q1 2018 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 23 | 23 | 0.02% | 0.11% | 0.49% | Q4 2017 | Q2 2023 | 23 |
Veritable, L.P. | 12 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.09% | Q1 2017 | Q3 2023 | 23 |
Capital Investment Advisors, LLC | 23 | 23 | 0.10% | 6.32% | 10.48% | Q2 2018 | Q4 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.00% | 0.03% | 0.03% | Q3 2017 | Q3 2023 | 23 |
CLEAR INVESTMENT RESEARCH, LLC | 23 | 23 | 0.01% | 0.11% | 0.40% | Q1 2018 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 21 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 23 |
Mascoma Wealth Management LLC | 12 | 11 | 0.07% | 0.54% | 3.34% | Q1 2017 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 23 | 23 | 0.16% | 1.76% | 3.52% | Q1 2018 | Q3 2023 | 23 |
DOCK STREET ASSET MANAGEMENT INC | 23 | 23 | 0.06% | 0.12% | 0.18% | Q1 2017 | Q3 2022 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 17 | 1 | 0.00% | 0.11% | 0.36% | Q2 2017 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.55% | 6.43% | 11.36% | Q4 2017 | Q1 2023 | 22 |
PARK AVENUE SECURITIES LLC | 22 | 22 | 0.05% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 19 | 3 | 0.09% | 0.35% | 0.88% | Q1 2018 | Q3 2023 | 22 |
Quad-Cities Investment Group, LLC | 22 | 22 | 0.13% | 1.66% | 2.92% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 19 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.20% | 0.30% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 13 | 9 | 0.00% | 0.08% | 0.34% | Q1 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.02% | 0.49% | 1.66% | Q2 2017 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 21 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.29% | 0.36% | 0.42% | Q4 2017 | Q3 2023 | 22 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 21 |
Dorsey & Whitney Trust CO LLC | 14 | 3 | 0.02% | 0.24% | 0.63% | Q4 2017 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.35% | 0.46% | 0.60% | Q2 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 13 | 8 | 0.00% | 0.70% | 1.52% | Q1 2018 | Q3 2023 | 21 |
Essex Financial Services, Inc. | 17 | 1 | 0.06% | 0.47% | 0.82% | Q4 2016 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.24% | 1.11% | Q3 2018 | Q3 2023 | 21 |
CYPRESS CAPITAL MANAGEMENT LLC | 21 | 21 | 0.04% | 0.07% | 0.12% | Q3 2017 | Q3 2022 | 21 |
TRUE Private Wealth Advisors | 10 | 3 | 0.00% | 0.13% | 0.54% | Q4 2017 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.04% | 0.19% | Q2 2017 | Q3 2023 | 21 |
Windsor Wealth Management, Inc. | 21 | 21 | 0.16% | 1.24% | 1.73% | Q3 2018 | Q3 2023 | 21 |
Almanack Investment Partners, LLC. | 21 | 21 | 0.06% | 0.29% | 1.45% | Q2 2017 | Q2 2022 | 21 |
Baker Avenue Asset Management, LP | 17 | 4 | 0.00% | 0.31% | 1.04% | Q2 2017 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.11% | 0.43% | Q4 2014 | Q4 2019 | 21 |
Redhawk Wealth Advisors, Inc. | 21 | 21 | 0.08% | 1.34% | 3.86% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.06% | 0.41% | 1.48% | Q3 2018 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 3 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 21 |
Lee Financial Co | 19 | 2 | 0.01% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 21 |
MARINO, STRAM & ASSOCIATES LLC | 15 | 6 | 0.08% | 0.55% | 1.22% | Q4 2017 | Q3 2023 | 21 |
Sunbelt Securities, Inc. | 20 | 20 | 0.04% | 0.67% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Summit Financial Wealth Advisors, LLC | 20 | 20 | 0.24% | 6.29% | 10.22% | Q4 2018 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 0.20% | 0.73% | 1.42% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.26% | 0.35% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.02% | 0.70% | 1.08% | Q4 2018 | Q3 2023 | 20 |
RWA WEALTH PARTNERS, LLC | 20 | 20 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 20 |
Beaumont Financial Partners, LLC | 20 | 20 | 0.02% | 0.52% | 1.26% | Q4 2017 | Q3 2022 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.05% | 0.10% | 0.40% | Q1 2019 | Q4 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 0.37% | 1.00% | 1.37% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.44% | 0.56% | 0.67% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.15% | 2.23% | 6.65% | Q1 2018 | Q4 2022 | 20 |
Sanchez Wealth Management Group | 16 | 4 | 2.17% | 3.55% | 6.68% | Q4 2017 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.08% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 4.04% | 4.53% | 5.21% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.03% | 0.12% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.07% | 0.31% | 0.64% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.06% | 0.14% | 0.29% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q3 2022 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.12% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.06% | 0.32% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.30% | 2.29% | 6.42% | Q4 2018 | Q3 2023 | 20 |
Inscription Capital, LLC | 20 | 20 | 0.08% | 0.27% | 0.55% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.30% | 3.06% | 4.51% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.56% | 3.66% | Q4 2018 | Q3 2023 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.20% | 0.38% | 0.54% | Q4 2018 | Q3 2023 | 19 |
Matisse Capital | 19 | 19 | 0.32% | 3.51% | 8.02% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 3.16% | 4.92% | Q3 2016 | Q3 2023 | 19 |
Oak Asset Management, LLC | 14 | 5 | 0.18% | 0.49% | 0.88% | Q4 2018 | Q3 2023 | 19 |
WHALEROCK POINT PARTNERS, LLC | 19 | 19 | 0.21% | 0.31% | 0.38% | Q1 2019 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 18 | 1 | 0.02% | 0.08% | 0.23% | Q2 2018 | Q3 2023 | 19 |
INVESTMENT PARTNERS, LTD. | 19 | 19 | 0.16% | 0.41% | 0.50% | Q1 2019 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.79% | 1.41% | 2.46% | Q4 2018 | Q3 2023 | 19 |
Tennessee Valley Asset Management Partners | 19 | 19 | 0.18% | 1.61% | 13.78% | Q1 2019 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 18 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 19 |
ELEMENT POINTE ADVISORS, LLC | 18 | 1 | 0.15% | 0.58% | 0.98% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.08% | 0.14% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Syntal Capital Partners, LLC | 19 | 19 | 0.43% | 2.39% | 9.79% | Q1 2019 | Q3 2023 | 19 |
PRIVATE TRUST CO NA | 19 | 19 | 0.06% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Mendel Money Management | 14 | 1 | 0.22% | 0.54% | 0.71% | Q4 2017 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.56% | 1.35% | 1.99% | Q1 2019 | Q3 2023 | 19 |
SignalPoint Asset Management, LLC | 19 | 19 | 0.09% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Well Done, LLC | 19 | 19 | 1.17% | 2.43% | 3.04% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 19 |
Moloney Securities Asset Management, LLC | 12 | 7 | 0.04% | 0.15% | 1.06% | Q2 2018 | Q3 2023 | 19 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 19 | 19 | 0.11% | 0.47% | 0.71% | Q1 2019 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CNB Bank | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 0.03% | 0.08% | 0.25% | Q4 2017 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 3 | 0.01% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 18 |
GIRARD PARTNERS LTD. | 12 | 6 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 1.58% | 1.99% | 2.81% | Q2 2019 | Q3 2023 | 18 |
Connecticut Wealth Management, LLC | 10 | 8 | 0.31% | 1.29% | 4.68% | Q1 2019 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Northeast Financial Consultants Inc | 18 | 18 | 0.13% | 3.45% | 5.11% | Q2 2019 | Q3 2023 | 18 |
Clarus Wealth Advisors | 11 | 1 | 0.04% | 0.16% | 0.24% | Q2 2018 | Q2 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.31% | 0.48% | 0.61% | Q2 2019 | Q3 2023 | 18 |
Sowell Financial Services LLC | 10 | 2 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 14 | 4 | 0.00% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 18 |
Magnus Financial Group LLC | 18 | 18 | 0.02% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.24% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.12% | 0.15% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Stone House Investment Management, LLC | 9 | 1 | 0.00% | 1.59% | 4.07% | Q1 2017 | Q3 2023 | 18 |
Wela Strategies, Inc. | 18 | 18 | 2.06% | 2.47% | 3.57% | Q3 2019 | Q4 2023 | 18 |
Pasadena Private Wealth, LLC | 18 | 18 | 0.20% | 0.29% | 0.64% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.06% | 0.28% | 0.52% | Q3 2019 | Q4 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.08% | 0.22% | 0.30% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 17 | 0.00% | 0.27% | 0.42% | Q3 2019 | Q3 2023 | 17 |
FormulaFolio Investments, LLC | 17 | 17 | 0.10% | 0.35% | 0.79% | Q4 2016 | Q4 2020 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.47% | 1.65% | 2.55% | Q3 2019 | Q3 2023 | 17 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.12% | 0.54% | 2.26% | Q3 2019 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.03% | 0.21% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Covington Capital Management | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Stewardship Financial Advisors, LLC | 17 | 17 | 4.02% | 8.59% | 14.32% | Q1 2017 | Q1 2021 | 17 |
CreativeOne Wealth, LLC | 17 | 17 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.06% | 0.26% | 1.09% | Q3 2019 | Q3 2023 | 17 |
Colonial Trust Advisors | 17 | 17 | 0.22% | 1.00% | 1.20% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.27% | 0.87% | Q1 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 1.59% | 2.20% | 2.78% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Tillar-Wenstrup Advisors, LLC | 11 | 2 | 0.17% | 3.23% | 6.01% | Q1 2018 | Q4 2022 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.59% | 3.11% | 3.79% | Q4 2019 | Q4 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q2 2023 | 17 |
9258 Wealth Management, LLC | 17 | 17 | 0.30% | 2.82% | 4.15% | Q3 2019 | Q3 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
Karp Capital Management Corp | 17 | 17 | 0.01% | 1.29% | 2.97% | Q3 2018 | Q3 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.13% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.05% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
HBW ADVISORY SERVICES LLC | 16 | 16 | 0.13% | 0.32% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Demars Financial Group, LLC | 16 | 16 | 0.30% | 2.93% | 7.63% | Q4 2019 | Q3 2023 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.00% | 8.81% | 10.84% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 6.63% | 7.69% | 9.92% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.20% | 0.64% | 1.46% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.12% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 1.68% | 2.02% | 2.34% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.10% | 0.19% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 4.43% | 5.59% | 7.54% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 2.88% | 4.50% | 7.60% | Q4 2019 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.34% | 0.45% | 0.68% | Q4 2019 | Q3 2023 | 16 |
WBH ADVISORY INC | 13 | 3 | 0.06% | 0.29% | 0.67% | Q3 2019 | Q3 2023 | 16 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 1.37% | 4.05% | 8.55% | Q2 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.05% | 0.91% | 1.45% | Q4 2019 | Q3 2023 | 16 |
Advocacy Wealth Management Services, LLC | 13 | 3 | 0.00% | 1.19% | 6.43% | Q3 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.33% | 0.47% | 0.88% | Q4 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.22% | 0.26% | 0.30% | Q4 2019 | Q3 2023 | 16 |
StoneX Group Inc. | 13 | 3 | 0.14% | 0.22% | 0.32% | Q4 2018 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.03% | 0.06% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.30% | 1.31% | 2.34% | Q4 2019 | Q3 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 5.20% | 18.17% | 28.26% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.07% | 3.65% | 7.83% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.13% | 0.24% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 1.82% | 2.82% | 3.70% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 1.21% | 1.52% | 2.06% | Q4 2019 | Q3 2023 | 16 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 16 | 16 | 0.31% | 1.15% | 1.41% | Q4 2019 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 10 | 2 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 16 |
Sound Financial Strategies Group, LLC | 16 | 16 | 0.27% | 1.61% | 13.67% | Q4 2019 | Q3 2023 | 16 |
Royal Fund Management, LLC | 16 | 16 | 0.02% | 0.55% | 0.82% | Q4 2019 | Q3 2023 | 16 |
SIMON QUICK ADVISORS, LLC | 12 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 16 |
Realta Investment Advisors | 12 | 4 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Ledyard National Bank | 16 | 16 | 0.87% | 3.28% | 5.88% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.08% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Lowe Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 16 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.81% | 1.72% | 5.46% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 15 | 1 | 0.02% | 0.44% | 1.36% | Q1 2016 | Q3 2020 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 10.10% | 11.78% | 13.54% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 1.54% | 1.90% | 2.54% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.18% | 0.76% | Q4 2019 | Q3 2023 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 2 | 0.07% | 0.37% | 0.96% | Q3 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.42% | 1.92% | 2.64% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.27% | 0.56% | 0.99% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.18% | 0.28% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 1.87% | 2.89% | 4.65% | Q4 2019 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.18% | 0.33% | 0.97% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.93% | 1.57% | 2.25% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.24% | 0.70% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Southeast Asset Advisors Inc. | 14 | 2 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Prospera Financial Services Inc | 14 | 2 | 0.02% | 0.20% | 0.49% | Q3 2019 | Q3 2023 | 16 |
Corient Capital Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q2 2022 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.17% | 0.40% | Q2 2016 | Q4 2019 | 15 |
Compass Ion Advisors, LLC | 15 | 15 | 0.29% | 6.50% | 11.29% | Q1 2020 | Q3 2023 | 15 |
XML Financial, LLC | 15 | 15 | 1.99% | 2.70% | 4.04% | Q1 2020 | Q3 2023 | 15 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 14 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2021 | 15 |
Kohmann Bosshard Financial Services, LLC | 15 | 15 | 0.22% | 0.37% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.51% | 1.68% | 2.22% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.26% | 0.34% | 0.44% | Q1 2020 | Q3 2023 | 15 |
WEDBUSH SECURITIES INC | 13 | 2 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 15 |
LexAurum Advisors, LLC | 15 | 15 | 0.23% | 0.54% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Csenge Advisory Group | 15 | 15 | 0.25% | 0.73% | 1.04% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Financial Partners Group, Inc | 10 | 5 | 0.05% | 2.65% | 6.58% | Q4 2017 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Ford Financial Group, LLC | 15 | 15 | 0.10% | 0.28% | 0.36% | Q2 2019 | Q4 2022 | 15 |
Core Wealth Advisors, Inc. | 15 | 15 | 0.06% | 0.38% | 2.17% | Q1 2020 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 9 | 3 | 0.02% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 14 | 1 | 0.01% | 0.79% | 1.20% | Q4 2019 | Q3 2023 | 15 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 15 | 15 | 0.23% | 1.29% | 3.38% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.14% | 0.27% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Pensionmark Financial Group, LLC | 15 | 15 | 0.18% | 0.37% | 0.66% | Q1 2020 | Q3 2023 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 15 | 0.45% | 0.81% | 1.38% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Eastover Investment Advisors LLC | 15 | 15 | 0.15% | 0.47% | 0.87% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 9 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.11% | 0.53% | 0.78% | Q4 2019 | Q3 2023 | 15 |
CALTON & ASSOCIATES, INC. | 13 | 1 | 0.01% | 0.30% | 1.58% | Q4 2017 | Q4 2022 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
RiverFront Investment Group, LLC | 15 | 15 | 0.29% | 0.79% | 1.56% | Q3 2019 | Q1 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.06% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Ranch Capital Advisors Inc. | 8 | 7 | 0.01% | 0.20% | 0.55% | Q4 2019 | Q3 2023 | 15 |
TrinityPoint Wealth, LLC | 15 | 15 | 0.13% | 0.70% | 1.04% | Q1 2020 | Q3 2023 | 15 |
1832 Asset Management L.P. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 15 | 15 | 0.14% | 1.34% | 2.00% | Q1 2020 | Q3 2023 | 15 |
Foundations Investment Advisors, LLC | 14 | 1 | 0.04% | 0.47% | 0.86% | Q2 2019 | Q3 2023 | 15 |
COMERICA BANK | 14 | 1 | 0.00% | 0.14% | 0.19% | Q3 2019 | Q3 2023 | 15 |
NORTH AMERICAN MANAGEMENT CORP | 15 | 15 | 0.85% | 1.22% | 2.38% | Q3 2017 | Q1 2021 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 14 | 14 | 0.10% | 0.27% | 0.42% | Q2 2017 | Q3 2020 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q2 2022 | 14 |
Prism Advisors, Inc. | 14 | 14 | 6.73% | 7.36% | 7.98% | Q2 2020 | Q3 2023 | 14 |
Gibraltar Capital Management, Inc. | 14 | 14 | 0.11% | 1.55% | 3.38% | Q3 2019 | Q4 2022 | 14 |
O'Dell Group, LLC | 14 | 14 | 4.81% | 7.44% | 9.10% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.75% | 2.71% | 5.03% | Q4 2019 | Q3 2023 | 14 |
WEALTHSOURCE PARTNERS, LLC | 11 | 3 | 0.03% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 14 |
Royal Harbor Partners, LLC | 13 | 1 | 0.14% | 0.42% | 3.58% | Q4 2019 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 10 | 4 | 0.06% | 1.56% | 3.21% | Q3 2019 | Q3 2023 | 14 |
FDx Advisors, Inc. | 11 | 1 | 0.01% | 0.03% | 0.19% | Q1 2016 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 10 | 2 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.42% | 0.97% | 1.70% | Q4 2019 | Q3 2023 | 14 |
DOHJ, LLC | 14 | 14 | 1.87% | 2.29% | 2.90% | Q2 2020 | Q3 2023 | 14 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Scott & Selber, Inc. | 14 | 14 | 0.10% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Claraphi Advisory Network, LLC | 14 | 14 | 0.20% | 0.27% | 0.34% | Q1 2019 | Q2 2022 | 14 |
Keudell/Morrison Wealth Management | 14 | 14 | 0.24% | 0.52% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 13 | 1 | 0.01% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 14 |
EASTERN BANK | 14 | 14 | 0.18% | 0.71% | 1.96% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.04% | 0.15% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Monterey Private Wealth, Inc. | 14 | 14 | 2.31% | 4.31% | 8.15% | Q2 2020 | Q3 2023 | 14 |
SMITH CHAS P & ASSOCIATES PA CPAS | 14 | 14 | 0.30% | 0.87% | 1.07% | Q2 2020 | Q3 2023 | 14 |
DAGCO, INC. | 14 | 14 | 0.38% | 5.45% | 9.94% | Q2 2020 | Q3 2023 | 14 |
Family Legacy, Inc. | 14 | 14 | 1.28% | 1.52% | 1.69% | Q2 2020 | Q3 2023 | 14 |
Allen Capital Group, LLC | 11 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BBR PARTNERS, LLC | 13 | 13 | 0.49% | 0.90% | 1.21% | Q3 2020 | Q3 2023 | 13 |
Measured Wealth Private Client Group, LLC | 13 | 13 | 1.07% | 1.46% | 2.01% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Darwin Wealth Management, LLC | 9 | 4 | 0.04% | 0.22% | 0.44% | Q4 2017 | Q1 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.08% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 13 |
SOL Capital Management CO | 12 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2023 | 13 |
ARS Wealth Advisors, LLC | 13 | 13 | 0.10% | 0.30% | 0.57% | Q4 2014 | Q4 2017 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
FIRST MERCHANTS CORP | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.01% | 2.84% | 4.22% | Q4 2019 | Q3 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
IFS Advisors, LLC | 13 | 13 | 0.43% | 12.52% | 31.23% | Q4 2020 | Q4 2023 | 13 |
Winfield Associates, Inc. | 7 | 1 | 0.01% | 0.09% | 0.30% | Q4 2016 | Q1 2022 | 13 |
Hoese & Co LLP | 13 | 13 | 2.53% | 3.79% | 4.53% | Q4 2020 | Q4 2023 | 13 |
Gratus Capital, LLC | 13 | 13 | 3.08% | 4.44% | 6.89% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.01% | 0.33% | 0.72% | Q2 2018 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 13 | 13 | 0.10% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 13 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 13 | 13 | 0.44% | 0.77% | 1.00% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.11% | 0.19% | 0.29% | Q2 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.16% | 0.40% | 0.75% | Q4 2020 | Q4 2023 | 13 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.07% | 0.19% | 0.63% | Q2 2020 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.04% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.74% | 1.66% | 2.45% | Q3 2019 | Q3 2022 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Private Portfolio Partners LLC | 12 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Legacy Financial Strategies, LLC | 13 | 13 | 3.09% | 5.39% | 8.07% | Q3 2020 | Q3 2023 | 13 |
Stonebridge Financial Planning Group, LLC | 13 | 13 | 0.05% | 1.76% | 2.46% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 13 | 13 | 0.05% | 0.32% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Probity Advisors, Inc. | 8 | 2 | 0.10% | 0.50% | 0.93% | Q1 2020 | Q3 2023 | 13 |
Oakworth Capital, Inc. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 4 | 0.07% | 0.63% | 1.57% | Q4 2018 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 8 | 2 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.48% | 0.70% | 1.04% | Q3 2020 | Q3 2023 | 13 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 13 | 13 | 0.24% | 1.83% | 2.66% | Q3 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.06% | 0.36% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 13 | 13 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.20% | 0.30% | 0.35% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.45% | 0.76% | 0.99% | Q3 2020 | Q3 2023 | 13 |
Clark Capital Management Group, Inc. | 13 | 13 | 0.05% | 0.32% | 1.54% | Q1 2015 | Q1 2018 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.29% | 0.60% | Q3 2020 | Q3 2023 | 13 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.15% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 2 | 0.02% | 0.28% | 0.42% | Q4 2018 | Q2 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.20% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 1.56% | 2.22% | 2.76% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 12 |
COMMERCE BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.21% | 8.19% | 13.94% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 7 | 5 | 0.00% | 1.38% | 5.24% | Q2 2018 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.80% | 5.61% | 8.47% | Q4 2020 | Q3 2023 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 0.90% | 1.32% | 1.62% | Q4 2016 | Q3 2019 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.54% | 0.84% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.16% | 0.28% | 0.52% | Q2 2020 | Q1 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.50% | 0.54% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.17% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Copperwynd Financial, LLC | 12 | 12 | 0.13% | 2.69% | 6.39% | Q4 2019 | Q3 2022 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Atria Investments, Inc | 10 | 2 | 0.01% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 0.18% | 2.51% | 4.51% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 4.04% | 4.99% | 7.80% | Q4 2020 | Q3 2023 | 12 |
High Falls Advisors, Inc | 12 | 12 | 0.08% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 12.78% | 15.68% | 18.44% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 2.47% | 6.22% | 8.65% | Q4 2020 | Q3 2023 | 12 |
Sound View Wealth Advisors Group, LLC | 12 | 12 | 0.68% | 1.24% | 1.46% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.02% | 0.20% | 0.67% | Q3 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.04% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 4.80% | 5.84% | 7.21% | Q4 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 12 | 12 | 0.02% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.38% | 2.62% | 3.19% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Summit Financial Strategies, Inc. | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
SMITH, MOORE & CO. | 12 | 12 | 0.05% | 0.34% | 0.48% | Q4 2020 | Q3 2023 | 12 |
MFA WEALTH ADVISORS, LLC | 12 | 12 | 3.10% | 3.98% | 5.63% | Q1 2020 | Q4 2022 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.38% | 0.60% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.04% | 0.10% | 0.31% | Q4 2019 | Q4 2022 | 12 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 1.24% | 1.90% | 2.28% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 10 | 2 | 0.05% | 0.40% | 0.51% | Q2 2019 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
FIRST FOUNDATION ADVISORS | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 12 |
Pacific Wealth Management | 12 | 12 | 14.53% | 20.54% | 29.99% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.94% | 2.28% | 6.14% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.43% | 0.53% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 6.72% | 10.30% | 11.94% | Q4 2020 | Q3 2023 | 12 |
Cranbrook Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 0.67% | 0.97% | 1.39% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Fort Sheridan Advisors LLC | 7 | 1 | 0.10% | 0.13% | 0.15% | Q1 2019 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.29% | 0.59% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 2.08% | 3.71% | 4.42% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.20% | 0.33% | 0.51% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
ShoreHaven Wealth Partners, LLC | 12 | 12 | 0.90% | 1.05% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Fluent Financial, LLC | 8 | 4 | 1.26% | 1.66% | 2.52% | Q4 2018 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.04% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.15% | 0.50% | 1.85% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 7 | 5 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2022 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.67% | 1.00% | 2.71% | Q4 2019 | Q3 2022 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 3.66% | 6.12% | 9.37% | Q4 2020 | Q3 2023 | 12 |
HYA Advisors, Inc | 11 | 11 | 1.65% | 2.00% | 2.36% | Q4 2019 | Q2 2022 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.12% | 0.14% | 0.15% | Q1 2019 | Q3 2021 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.06% | 0.11% | 0.17% | Q4 2020 | Q2 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.05% | 0.17% | 0.39% | Q4 2018 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
H&H Retirement Design & Management INC | 8 | 3 | 0.86% | 2.34% | 4.69% | Q1 2020 | Q4 2022 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.04% | 0.92% | 1.91% | Q1 2018 | Q3 2020 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 1.48% | 2.06% | 2.77% | Q1 2021 | Q3 2023 | 11 |
Haverford Trust Co | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.08% | 0.21% | Q1 2015 | Q3 2017 | 11 |
Insight Wealth Partners, LLC | 11 | 11 | 0.06% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 1.06% | 6.49% | 8.74% | Q4 2020 | Q2 2023 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.26% | 0.65% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Meridian Financial Partners LLC | 11 | 11 | 1.29% | 8.37% | 16.75% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q2 2023 | 11 |
Column Capital Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Gunma Bank,Ltd. | 4 | 1 | 1.01% | 2.21% | 3.87% | Q2 2020 | Q3 2023 | 11 |
Financial Network Wealth Management LLC | 9 | 2 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Wolff Financial Management LLC | 9 | 2 | 0.17% | 5.01% | 19.90% | Q4 2020 | Q3 2023 | 11 |
Glassman Wealth Services | 11 | 11 | 0.03% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Berger Financial Group, Inc | 7 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
ProVise Management Group, LLC | 11 | 11 | 0.06% | 0.92% | 3.13% | Q1 2021 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 1.84% | 5.84% | 9.57% | Q4 2020 | Q2 2023 | 11 |
Arkadios Wealth Advisors | 10 | 1 | 0.01% | 0.09% | 0.32% | Q4 2019 | Q3 2023 | 11 |
D'Orazio & Associates, Inc. | 11 | 11 | 5.31% | 9.43% | 13.51% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 11 |
BOKF, NA | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
PRW Wealth Management LLC | 5 | 1 | 0.09% | 0.48% | 0.77% | Q1 2020 | Q1 2023 | 11 |
West Financial Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.98% | 2.87% | 5.49% | Q1 2021 | Q3 2023 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 11 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q3 2019 | 11 |
Stuart Chaussee & Associates, Inc. | 7 | 2 | 0.02% | 1.42% | 5.20% | Q1 2019 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 3 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.26% | 0.42% | 0.69% | Q4 2017 | Q2 2020 | 11 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 6 | 5 | 0.11% | 0.24% | 0.66% | Q1 2020 | Q3 2023 | 11 |
Keebeck Wealth Management, LLC | 9 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 8 | 2 | 0.28% | 0.29% | 0.32% | Q1 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.11% | 1.03% | Q4 2018 | Q2 2022 | 10 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2022 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.13% | 0.38% | Q4 2020 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 10 |
Argent Trust Co | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 1.56% | 2.58% | Q2 2021 | Q3 2023 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Horizon Investment Services, LLC | 10 | 10 | 0.12% | 0.88% | 1.19% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.07% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.05% | 0.20% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Essex Savings Bank | 10 | 10 | 0.08% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Source Financial Advisors LLC | 10 | 10 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Corbenic Partners LLC | 10 | 10 | 11.36% | 13.97% | 18.13% | Q1 2020 | Q2 2022 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Concorde Asset Management, LLC | 10 | 10 | 0.14% | 0.30% | 0.52% | Q3 2017 | Q4 2019 | 10 |
Pettinga Financial Advisors LLC | 8 | 2 | 0.07% | 0.10% | 0.17% | Q4 2020 | Q2 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.04% | 0.49% | 0.95% | Q2 2020 | Q3 2022 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.01% | 0.03% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 10 | 10 | 1.02% | 5.40% | 8.38% | Q2 2021 | Q3 2023 | 10 |
BAILARD, INC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Levy Wealth Management Group, LLC | 8 | 2 | 0.11% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Sandbox Financial Partners, LLC | 10 | 10 | 0.16% | 2.70% | 3.51% | Q2 2021 | Q3 2023 | 10 |
WADE G W & INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.17% | 0.26% | 0.35% | Q1 2021 | Q3 2023 | 10 |
ARS Investment Partners, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Lincoln Capital LLC | 10 | 10 | 0.10% | 0.16% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Randolph Co Inc | 10 | 10 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 1 | 0.01% | 0.06% | 0.35% | Q4 2019 | Q3 2023 | 10 |
Addison Advisors LLC | 10 | 10 | 0.00% | 0.32% | 0.48% | Q2 2021 | Q3 2023 | 10 |
ACG Wealth | 9 | 1 | 0.00% | 0.17% | 0.33% | Q1 2018 | Q2 2022 | 10 |
New Capital Management LP | 7 | 1 | 0.29% | 0.79% | 1.30% | Q4 2020 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Icon Wealth Partners, LLC | 7 | 3 | 0.04% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 10 | 10 | 0.09% | 0.21% | 0.29% | Q4 2017 | Q1 2020 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.18% | 0.23% | 0.30% | Q2 2021 | Q3 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2018 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q4 2016 | 10 |
Krilogy Financial LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
BRYN MAWR TRUST Co | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 10 |
Biltmore Family Office, LLC | 9 | 1 | 0.02% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 10 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.07% | 0.20% | Q3 2016 | Q3 2022 | 10 |
Montis Financial, LLC | 9 | 9 | 0.15% | 0.18% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Round Rock Advisors, LLC | 9 | 9 | 0.09% | 0.12% | 0.21% | Q3 2021 | Q3 2023 | 9 |
PFS INVESTMENTS INC. | 7 | 2 | 0.20% | 1.56% | 4.98% | Q2 2018 | Q4 2022 | 9 |
Blue Chip Partners, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q2 2022 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.30% | 4.30% | 7.46% | Q3 2020 | Q2 2023 | 9 |
Tradition Wealth Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.05% | 0.14% | 0.54% | Q4 2019 | Q4 2021 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 3.92% | 4.22% | 4.47% | Q4 2020 | Q4 2022 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 2 | 0.43% | 1.09% | 2.95% | Q2 2018 | Q4 2022 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 9 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Capstone Triton Financial Group, LLC | 7 | 2 | 0.18% | 0.38% | 1.00% | Q2 2021 | Q3 2023 | 9 |
Stokes Family Office, LLC | 7 | 2 | 0.03% | 0.13% | 0.21% | Q2 2021 | Q3 2023 | 9 |
CFS Investment Advisory Services, LLC | 8 | 1 | 0.19% | 0.31% | 0.52% | Q4 2020 | Q2 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.25% | 0.31% | 0.34% | Q4 2021 | Q4 2023 | 9 |
BRR OpCo, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Ellevest, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 1 | 0.13% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 9 |
ARGI Investment Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.08% | 0.21% | 0.35% | Q3 2021 | Q3 2023 | 9 |
SteelPeak Wealth, LLC | 6 | 1 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 9 |
Dana Investment Advisors, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
One Capital Management, LLC | 9 | 9 | 0.04% | 0.86% | 1.43% | Q3 2021 | Q3 2023 | 9 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 9 |
Independent Advisor Alliance | 9 | 9 | 0.02% | 0.11% | 0.73% | Q4 2019 | Q4 2021 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.38% | 0.51% | 1.23% | Q3 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.34% | 0.41% | 0.45% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 3.26% | 4.64% | 5.28% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 1.04% | 1.18% | 1.43% | Q4 2019 | Q3 2023 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.06% | 1.55% | 2.31% | Q4 2019 | Q4 2021 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ROVIN CAPITAL /UT/ /ADV | 9 | 9 | 0.29% | 0.32% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.61% | 0.78% | 1.38% | Q4 2021 | Q4 2023 | 9 |
Bellwether Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 4.42% | 8.01% | 10.27% | Q4 2014 | Q4 2016 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
New England Investment & Retirement Group, Inc. | 7 | 2 | 0.40% | 1.07% | 1.87% | Q3 2015 | Q3 2021 | 9 |
SIMPLEX TRADING, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.16% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Facet Wealth, Inc. | 8 | 8 | 0.20% | 0.39% | 0.76% | Q4 2020 | Q3 2022 | 8 |
Stadion Money Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 1.77% | 3.32% | 5.02% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.02% | 0.20% | 0.34% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.09% | 0.30% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Symphony Financial, Ltd. Co. | 5 | 3 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 10.04% | 13.60% | 16.44% | Q4 2021 | Q3 2023 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.09% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 10.98% | 11.84% | 12.56% | Q4 2021 | Q3 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.38% | 0.85% | 1.61% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.14% | 0.56% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 2.54% | 3.19% | 4.72% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.70% | 0.84% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Grace Capital | 8 | 8 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q1 2020 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.16% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Donoghue Forlines LLC | 5 | 3 | 0.41% | 0.64% | 0.98% | Q3 2018 | Q2 2021 | 8 |
Rollins Financial | 6 | 2 | 0.11% | 0.23% | 0.45% | Q1 2021 | Q1 2023 | 8 |
Huntington Steele LLC | 8 | 8 | 0.33% | 1.26% | 1.49% | Q2 2016 | Q1 2018 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Pinion Investment Advisors, LLC | 8 | 8 | 0.60% | 0.71% | 0.84% | Q2 2020 | Q1 2022 | 8 |
Custos Family Office, LLC | 8 | 8 | 5.83% | 6.69% | 7.27% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 1.48% | 2.57% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.09% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.54% | 0.59% | 0.68% | Q4 2020 | Q3 2022 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 3.89% | 4.92% | 5.58% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 3.89% | 5.08% | 7.62% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sanford Advisory Services, LLC | 8 | 8 | 4.69% | 6.48% | 8.27% | Q1 2021 | Q4 2022 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.69% | 1.15% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 8 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.03% | 0.28% | 0.82% | Q4 2019 | Q2 2022 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 1.49% | 1.96% | 2.17% | Q1 2021 | Q4 2022 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 1.15% | 1.53% | 1.87% | Q4 2021 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 3.65% | 4.14% | 4.67% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.08% | 0.14% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 8 | 8 | 0.03% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Litman Gregory Wealth Management LLC | 3 | 2 | 0.04% | 0.25% | 0.49% | Q2 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 10.06% | 12.63% | 14.65% | Q4 2021 | Q3 2023 | 8 |
Cardan Capital Partners, LLC | 4 | 1 | 0.15% | 0.35% | 0.43% | Q4 2015 | Q4 2018 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 2.30% | 2.55% | 2.82% | Q3 2021 | Q3 2023 | 8 |
Minot Wealth Management LLC | 8 | 8 | 0.21% | 0.26% | 0.45% | Q3 2020 | Q2 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.15% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.26% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
RDA Financial Network | 8 | 8 | 0.08% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.08% | 0.63% | 1.94% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 6.01% | 10.12% | 13.59% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 1.14% | 2.76% | 5.22% | Q4 2019 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 8 |
Opal Wealth Advisors, LLC | 8 | 8 | 0.28% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.03% | Q3 2011 | Q2 2023 | 8 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.33% | 0.40% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.35% | 1.48% | 1.56% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.38% | 0.66% | 0.77% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.10% | 0.43% | 1.41% | Q4 2020 | Q3 2022 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.23% | 0.25% | 0.25% | Q1 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.61% | 0.71% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.25% | 1.60% | 4.07% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 0.38% | 1.47% | 3.22% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.65% | 0.98% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.08% | 0.16% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.24% | 0.31% | 0.41% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.62% | 1.40% | 1.79% | Q1 2022 | Q3 2023 | 7 |
STUDIO INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.01% | 0.09% | 0.34% | Q3 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 1 | 0.01% | 0.88% | 3.08% | Q4 2017 | Q1 2021 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NewFocus Financial Group, LLC | 4 | 3 | 0.08% | 0.32% | 1.45% | Q2 2017 | Q4 2020 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 1.07% | 1.53% | 2.14% | Q1 2022 | Q4 2023 | 7 |
CAPITAL ONE FINANCIAL CORP | 7 | 7 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q3 2021 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q1 2021 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 7 | 0.16% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
ASPIRIANT, LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Jackson Wealth Management, LLC | 3 | 2 | 0.12% | 1.13% | 2.29% | Q3 2019 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.04% | 0.20% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stewardship Advisors, LLC | 7 | 7 | 0.15% | 1.53% | 3.16% | Q1 2020 | Q3 2021 | 7 |
FIDUCIARY TRUST CO | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.08% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Arkos Global Advisors | 7 | 7 | 0.63% | 1.39% | 2.69% | Q1 2022 | Q3 2023 | 7 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 7 | 7 | 0.12% | 1.27% | 2.17% | Q2 2020 | Q4 2021 | 7 |
Advisor Resource Council | 6 | 1 | 0.03% | 0.09% | 0.16% | Q2 2021 | Q1 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
All Season Financial Advisors, Inc. | 5 | 2 | 1.74% | 2.90% | 4.22% | Q3 2021 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Aprio Wealth Management, LLC | 7 | 7 | 0.11% | 0.40% | 1.10% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.82% | 1.28% | 1.86% | Q4 2021 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Buffington Mohr McNeal | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.04% | 2.23% | 2.47% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.21% | 1.30% | 1.52% | Q1 2022 | Q3 2023 | 7 |
Scott Capital Advisors, LLC | 7 | 7 | 0.72% | 2.75% | 3.76% | Q1 2022 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.05% | 0.15% | Q1 2021 | Q4 2022 | 7 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
DELTEC ASSET MANAGEMENT LLC | 5 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2021 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 6.55% | 8.26% | 9.39% | Q4 2021 | Q3 2023 | 7 |
Truadvice, LLC | 7 | 7 | 0.18% | 0.39% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Independence Bank of Kentucky | 7 | 7 | 0.01% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 7 |
City State Bank | 7 | 7 | 0.22% | 0.29% | 0.36% | Q1 2022 | Q3 2023 | 7 |
SII INVESTMENTS INC/WI | 7 | 7 | 0.02% | 0.06% | 0.12% | Q2 2016 | Q4 2017 | 7 |
Independence Wealth Advisors, Inc. | 6 | 1 | 0.47% | 6.43% | 8.81% | Q1 2019 | Q4 2020 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PACIFIC FINANCIAL GROUP INC | 6 | 6 | 3.42% | 4.08% | 4.59% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.26% | 1.30% | 1.89% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.00% | 0.67% | 1.90% | Q4 2019 | Q1 2022 | 6 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.21% | 0.62% | Q4 2019 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aries Wealth Management | 6 | 6 | 0.16% | 0.23% | 0.40% | Q1 2019 | Q2 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.09% | 0.15% | 0.18% | Q2 2020 | Q3 2021 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 1.96% | 2.16% | 2.29% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 5 | 1 | 0.02% | 0.26% | 0.44% | Q2 2018 | Q3 2021 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 5.18% | 6.36% | 7.14% | Q2 2022 | Q3 2023 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.44% | 2.58% | 3.76% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 6 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.05% | 0.08% | 0.14% | Q2 2017 | Q2 2023 | 6 |
Fingerlakes Wealth Management, Inc. | 6 | 6 | 0.37% | 0.66% | 0.91% | Q2 2022 | Q3 2023 | 6 |
SPC Financial, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Regent Investment Management LLC | 5 | 1 | 0.05% | 0.13% | 0.28% | Q2 2021 | Q4 2022 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 6 | 0.35% | 0.40% | 0.42% | Q4 2018 | Q1 2020 | 6 |
Atlas Financial Advisors, Inc. | 5 | 1 | 0.21% | 0.35% | 0.39% | Q4 2021 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
ADELL HARRIMAN & CARPENTER INC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.13% | 0.23% | 0.66% | Q4 2019 | Q3 2021 | 6 |
Truvestments Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AAFMAA Wealth Management & Trust LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.16% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2021 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q4 2021 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 11.13% | 12.21% | 12.56% | Q4 2020 | Q1 2022 | 6 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 2.53% | 3.91% | Q4 2020 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 10.48% | 10.86% | 11.65% | Q2 2022 | Q3 2023 | 6 |
Diversified Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 6 |
FRANKLIN RESOURCES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 6 | 6 | 5.68% | 5.78% | 5.84% | Q2 2022 | Q3 2023 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Epstein & White Financial LLC | 6 | 6 | 0.12% | 0.65% | 2.83% | Q4 2017 | Q1 2019 | 6 |
Lionsbridge Wealth Management LLC | 4 | 2 | 2.16% | 3.42% | 4.28% | Q2 2020 | Q1 2023 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.10% | 0.12% | 0.17% | Q1 2019 | Q3 2020 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.04% | 1.16% | 1.69% | Q2 2022 | Q3 2023 | 6 |
Rock Creek Group, LP | 5 | 5 | 2.59% | 3.31% | 4.53% | Q1 2022 | Q1 2023 | 5 |
Fragasso Group Inc. | 2 | 1 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q1 2022 | 5 |
360 Financial, Inc. | 5 | 5 | 0.45% | 0.86% | 1.23% | Q3 2022 | Q3 2023 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.01% | 0.17% | 0.39% | Q1 2020 | Q1 2022 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 5 |
Marietta Wealth Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.10% | Q2 2019 | Q2 2020 | 5 |
SILVERLAKE WEALTH MANAGEMENT LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q2 2022 | Q2 2023 | 5 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.56% | 0.58% | 0.60% | Q4 2021 | Q4 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 4 | 1 | 1.26% | 1.85% | 4.05% | Q2 2018 | Q3 2019 | 5 |
Resource Planning Group | 5 | 5 | 0.43% | 0.45% | 0.47% | Q3 2020 | Q3 2021 | 5 |
Curtis Advisory Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
First Bancorp, Inc /ME/ | 5 | 5 | 0.87% | 1.03% | 1.30% | Q3 2022 | Q3 2023 | 5 |
Annex Advisory Services, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 1 | 0.13% | 0.25% | 0.37% | Q4 2021 | Q2 2023 | 5 |
Diametric Capital, LP | 4 | 1 | 0.64% | 1.07% | 1.71% | Q1 2020 | Q3 2023 | 5 |
Human Investing LLC | 4 | 1 | 0.12% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
LGL PARTNERS, LLC | 5 | 5 | 0.95% | 1.70% | 2.10% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q2 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.13% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q2 2022 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 1.40% | 1.50% | 1.59% | Q4 2021 | Q4 2022 | 5 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.27% | 0.33% | 0.39% | Q4 2021 | Q4 2022 | 5 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Alliance Wealth Management Group | 5 | 5 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q2 2023 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 5 |
Karpus Management, Inc. | 5 | 5 | 0.04% | 0.77% | 1.13% | Q1 2019 | Q1 2020 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Advance Capital Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Waterfront Wealth Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 8.13% | 8.45% | 8.62% | Q4 2021 | Q4 2022 | 5 |
QCM Cayman, Ltd. | 3 | 2 | 0.54% | 0.91% | 1.27% | Q2 2020 | Q3 2021 | 5 |
BMS Financial Advisors, LLC | 3 | 2 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q2 2023 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.37% | 0.91% | 1.26% | Q3 2022 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.60% | 0.62% | 0.64% | Q1 2019 | Q1 2020 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.34% | 0.56% | 0.69% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WJ Wealth Management, LLC | 3 | 2 | 2.65% | 4.14% | 5.92% | Q4 2019 | Q1 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 1.34% | 1.61% | 1.79% | Q3 2022 | Q3 2023 | 5 |
ARCH CAPITAL GROUP LTD. | 5 | 5 | 4.05% | 6.25% | 8.20% | Q4 2020 | Q4 2021 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.21% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Mount Yale Investment Advisors, LLC | 2 | 1 | 0.04% | 0.26% | 0.44% | Q4 2020 | Q3 2023 | 5 |
Systelligence, LLC | 5 | 5 | 1.91% | 3.65% | 5.44% | Q4 2019 | Q4 2020 | 5 |
Patten Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.44% | 0.48% | 0.50% | Q3 2022 | Q3 2023 | 5 |
SigFig Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Community Financial Services Group, LLC | 4 | 1 | 0.70% | 0.79% | 0.89% | Q1 2021 | Q3 2023 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.06% | 7.84% | 12.61% | Q3 2019 | Q3 2020 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 5 |
Helen Stephens Group, LLC | 5 | 5 | 0.37% | 0.45% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Ascent Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q1 2019 | Q1 2020 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.10% | 0.20% | Q4 2014 | Q3 2017 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q1 2019 | 5 |
WEALTH EFFECTS LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ratio Wealth Group | 2 | 2 | 3.32% | 3.82% | 4.16% | Q3 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.19% | 0.35% | Q4 2021 | Q3 2022 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.82% | 0.84% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.10% | 0.14% | 0.20% | Q1 2022 | Q2 2023 | 4 |
Mendel Capital Management LLC | 4 | 4 | 0.25% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 1.76% | 1.89% | 2.09% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 2.87% | 3.31% | 3.81% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.85% | 0.88% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.15% | 0.16% | 0.16% | Q1 2010 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.16% | 1.19% | 1.24% | Q4 2022 | Q3 2023 | 4 |
GDS Wealth Management | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.13% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.48% | 0.84% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 7.40% | 8.02% | 9.12% | Q4 2022 | Q3 2023 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q1 2019 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.31% | 0.50% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.03% | 0.08% | 0.09% | Q2 2019 | Q2 2021 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 0.23% | 0.30% | 0.42% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.14% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.04% | 0.14% | Q3 2017 | Q2 2022 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Atwater Malick LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.55% | 0.57% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Nan Shan Life Insurance Co., Ltd. | 4 | 4 | 0.24% | 0.67% | 0.97% | Q1 2022 | Q4 2022 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
FIRST NATIONAL BANK OF OMAHA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.22% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 0.22% | 0.39% | 0.54% | Q3 2022 | Q2 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Single Point Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.18% | 0.51% | 0.66% | Q4 2022 | Q3 2023 | 4 |
4J Wealth Management LLC | 4 | 4 | 0.30% | 6.93% | 9.94% | Q4 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.02% | 0.08% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.32% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 1.19% | 1.23% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Carl P. Sherr & Co., LLC | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 15.91% | 22.71% | 35.24% | Q4 2022 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Cox Capital Mgt LLC | 4 | 4 | 0.24% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2021 | Q1 2022 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.37% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Journey Advisory Group, LLC | 4 | 4 | 0.06% | 1.33% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.28% | 0.34% | 0.39% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.46% | 0.61% | 0.69% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 3.48% | 3.99% | 4.86% | Q4 2022 | Q3 2023 | 4 |
Gouws Capital LLC | 4 | 4 | 0.35% | 0.93% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Key FInancial Inc | 3 | 1 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 3.01% | 3.13% | 3.22% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 4 | 4 | 0.07% | 0.20% | 0.30% | Q1 2019 | Q4 2019 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 2.83% | 3.78% | 5.50% | Q3 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Winthrop Advisory Group LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Watson Rebecca | 4 | 4 | 0.29% | 1.06% | 3.24% | Q4 2019 | Q3 2020 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.32% | 0.39% | 0.50% | Q3 2020 | Q2 2021 | 4 |
L.M. KOHN & COMPANY | 4 | 4 | 0.30% | 0.32% | 0.35% | Q1 2022 | Q4 2022 | 4 |
Bond & Devick Financial Network, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NovaPoint Capital, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 1.05% | 1.10% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 3.29% | 3.53% | 3.71% | Q4 2022 | Q3 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.09% | 0.82% | 1.21% | Q3 2020 | Q2 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.23% | 0.66% | 1.87% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.24% | 0.36% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.15% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.06% | 0.18% | 0.53% | Q4 2022 | Q3 2023 | 4 |
CFO4Life, L.P. | 4 | 4 | 4.22% | 4.79% | 5.56% | Q1 2016 | Q4 2016 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.18% | 1.29% | 1.47% | Q4 2022 | Q3 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.21% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 4 | 4 | 0.51% | 0.60% | 0.65% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRIO WEALTH LIMITED PARTNERSHIP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.08% | 0.60% | 0.89% | Q4 2022 | Q3 2023 | 4 |
JGP Wealth Management, LLC | 3 | 1 | 0.07% | 0.48% | 1.67% | Q4 2018 | Q4 2019 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.76% | 0.97% | 1.19% | Q4 2022 | Q3 2023 | 4 |
Rezny Wealth Management, Inc. | 4 | 4 | 4.34% | 6.79% | 7.89% | Q1 2022 | Q4 2022 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.73% | 0.91% | 1.11% | Q4 2021 | Q3 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.11% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 13.35% | 15.12% | 16.33% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 1.54% | 1.62% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.42% | 0.42% | 0.43% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.06% | 0.76% | 1.33% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Navis Wealth Advisors, LLC | 3 | 3 | 0.21% | 0.26% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.99% | 1.01% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Founders Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 21.59% | 22.11% | 22.90% | Q1 2021 | Q3 2021 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.76% | 0.98% | 1.17% | Q4 2021 | Q2 2022 | 3 |
Fiduciary Planning LLC | 2 | 1 | 0.00% | 0.25% | 0.74% | Q1 2020 | Q4 2020 | 3 |
Betterment LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2023 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Stevard, LLC | 3 | 3 | 0.15% | 7.58% | 12.58% | Q4 2019 | Q2 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 1.11% | 1.24% | 1.45% | Q4 2021 | Q2 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.33% | 0.37% | 0.40% | Q1 2023 | Q3 2023 | 3 |
MAS Advisors LLC | 2 | 1 | 0.16% | 0.60% | 0.82% | Q4 2021 | Q3 2022 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 8.91% | 9.14% | 9.37% | Q1 2023 | Q3 2023 | 3 |
American Money Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 7.04% | 8.30% | 9.21% | Q4 2019 | Q2 2020 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.03% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 3 |
Breakwater Capital Group | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 3 |
Benchmark Financial Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q2 2022 | Q4 2022 | 3 |
W ADVISORS, LLC | 3 | 3 | 0.39% | 0.40% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Live Oak Investment Partners | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
LBMC INVESTMENT ADVISORS, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.16% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.05% | 0.30% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.11% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 3 |
CX Institutional | 1 | 1 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q2 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.46% | 0.53% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Cardinal Strategic Wealth Guidance | 2 | 1 | 0.01% | 0.19% | 0.56% | Q4 2019 | Q2 2022 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.20% | 0.22% | 0.22% | Q4 2020 | Q2 2021 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.12% | 0.19% | 0.23% | Q1 2017 | Q3 2017 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.30% | 0.65% | 1.36% | Q4 2022 | Q3 2023 | 3 |
Soltis Investment Advisors LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.01% | 0.12% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 2.63% | 2.76% | 2.93% | Q4 2016 | Q2 2017 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Empire Life Investments Inc. | 3 | 3 | 0.07% | 0.12% | 0.16% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.25% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.64% | 0.67% | 0.71% | Q4 2020 | Q2 2021 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stordahl Capital Management, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.17% | 0.23% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Essex LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ROCKLAND TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.34% | 0.36% | 0.41% | Q1 2023 | Q3 2023 | 3 |
TRH Financial, LLC | 3 | 3 | 0.08% | 0.18% | 0.22% | Q4 2021 | Q2 2022 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
FMA ADVISORY INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
S. R. Schill & Associates | 2 | 2 | 0.43% | 0.60% | 0.78% | Q3 2019 | Q4 2019 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 0.41% | 0.43% | 0.46% | Q3 2021 | Q4 2021 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Doyle Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 4.43% | 4.48% | 4.52% | Q3 2019 | Q4 2019 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Maryland Capital Management | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Transform Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
MBA Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 2 |
Marshall Financial Group LLC | 2 | 2 | 1.02% | 1.03% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.44% | 1.89% | 3.35% | Q4 2017 | Q2 2018 | 2 |
Koesten, Hirschmann & Crabtree, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 2.14% | 2.28% | 2.43% | Q4 2022 | Q1 2023 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.57% | 2.00% | 3.42% | Q2 2023 | Q3 2023 | 2 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 1.28% | 1.44% | 1.60% | Q3 2022 | Q4 2022 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.33% | 0.38% | 0.44% | Q2 2019 | Q3 2019 | 2 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.19% | 0.36% | Q1 2022 | Q2 2023 | 2 |
PLANNING DIRECTIONS INC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.33% | 1.35% | 1.38% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.68% | 0.72% | 0.76% | Q2 2017 | Q3 2017 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q4 2019 | Q1 2020 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.02% | 0.13% | 0.24% | Q1 2022 | Q3 2023 | 2 |
Gleason Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 2 |
Keel Point, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Smart Money Group LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2022 | Q3 2022 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Zhang Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
ALLSTATE CORP | 2 | 2 | 0.87% | 1.24% | 1.60% | Q4 2020 | Q1 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 3.42% | 3.43% | 3.45% | Q2 2023 | Q3 2023 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 1.89% | 1.90% | 1.91% | Q3 2022 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q3 2023 | Q4 2023 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 1.39% | 1.45% | 1.50% | Q3 2019 | Q4 2019 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.30% | 0.35% | 0.40% | Q3 2015 | Q4 2015 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Summit Global Investments | 1 | 1 | 0.01% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.27% | 0.30% | 0.34% | Q4 2020 | Q1 2021 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.23% | 0.33% | 0.44% | Q3 2022 | Q4 2022 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.48% | 0.48% | 0.49% | Q3 2022 | Q4 2022 | 2 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
IFG Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2022 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 8.39% | 8.98% | 9.57% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Carlson Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Busey Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AXS Investments LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2017 | Q3 2017 | 1 |
Ballast, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Strong Tower Advisory Services | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2016 | Q2 2016 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Noble Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2021 | Q1 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 15.86% | 15.86% | 15.86% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2022 | Q4 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Soundwatch Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Midwest Financial Group LLC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q1 2023 | Q1 2023 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2018 | Q3 2018 | 1 |
Graypoint LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2019 | Q4 2019 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 3.08% | 3.08% | 3.08% | Q4 2021 | Q4 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Forza Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Management, LLC | 1 | 1 | 6.16% | 6.16% | 6.16% | Q3 2023 | Q3 2023 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 3.67% | 3.67% | 3.67% | Q3 2023 | Q3 2023 | 1 |
Invst, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CERTUITY, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
GSG Advisors LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2018 | Q4 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
MCMORGAN & CO LLC | 1 | 1 | 9.44% | 9.44% | 9.44% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.