Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BlackRock Inc. | 23 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Financial Architects, Inc | 21 | 4 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q2 2023 | 25 |
BANK OF AMERICA CORP /DE/ | 24 | 1 | 0.00% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Legacy Financial Advisors, Inc. | 24 | 24 | 0.07% | 0.25% | 0.44% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 3.49% | 6.45% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.21% | 0.50% | Q1 2018 | Q3 2023 | 23 |
UBS Group AG | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 23 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.47% | 1.03% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.20% | 0.44% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.99% | 1.92% | Q3 2018 | Q3 2023 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 20 | 1 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.13% | 0.24% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.52% | 0.97% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 1.07% | 2.62% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 1.47% | 3.09% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
RETIREMENT CAPITAL STRATEGIES | 21 | 21 | 0.36% | 1.33% | 5.80% | Q3 2018 | Q3 2023 | 21 |
Tarbox Family Office, Inc. | 20 | 20 | 0.03% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 20 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 20 | 20 | 0.05% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.17% | 0.32% | Q2 2018 | Q3 2023 | 20 |
Blue Edge Capital, LLC | 20 | 20 | 0.11% | 1.15% | 1.73% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.01% | 1.26% | 2.49% | Q4 2018 | Q3 2023 | 20 |
MISSION WEALTH MANAGEMENT, LP | 20 | 20 | 0.02% | 0.14% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Private Ocean, LLC | 20 | 20 | 0.73% | 0.89% | 1.02% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 3 | 0.00% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 20 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 20 | 0.13% | 0.32% | 0.45% | Q4 2018 | Q3 2023 | 20 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 19 | 19 | 0.12% | 0.43% | 2.37% | Q1 2019 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.14% | 0.59% | Q1 2018 | Q3 2023 | 19 |
Valtinson Bruner Financial Planning LLC | 14 | 5 | 0.16% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Bigelow Investment Advisors, LLC | 19 | 19 | 0.19% | 0.38% | 0.57% | Q1 2019 | Q3 2023 | 19 |
JNBA Financial Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NOTTINGHAM ADVISORS, INC. | 19 | 19 | 0.10% | 0.22% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, LLC | 18 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.05% | 0.28% | Q1 2019 | Q3 2023 | 19 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 19 | 19 | 0.14% | 0.36% | 0.84% | Q1 2019 | Q3 2023 | 19 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 10 | 8 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q4 2022 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 3 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 6 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.00% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Cooper Financial Group | 18 | 18 | 0.10% | 3.78% | 9.65% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 16 | 2 | 0.00% | 0.21% | 0.36% | Q2 2018 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.09% | 1.35% | 2.15% | Q4 2019 | Q4 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.01% | 0.25% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.02% | 0.43% | 0.86% | Q2 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 15 | 2 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 17 | 17 | 0.03% | 5.49% | 8.41% | Q3 2019 | Q3 2023 | 17 |
TIEDEMANN ADVISORS, LLC | 16 | 1 | 0.03% | 0.28% | 0.70% | Q4 2018 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.02% | 0.34% | 0.69% | Q3 2019 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 16 | 16 | 0.05% | 0.53% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 16 | 16 | 0.59% | 1.01% | 1.20% | Q1 2020 | Q4 2023 | 16 |
Vision Capital Management, Inc. | 16 | 16 | 0.14% | 0.33% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.97% | 2.00% | Q4 2019 | Q3 2023 | 16 |
REDW Wealth LLC | 16 | 16 | 0.13% | 0.51% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.02% | 0.21% | 0.40% | Q3 2019 | Q2 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.86% | 6.81% | 10.66% | Q4 2019 | Q3 2023 | 16 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 16 | 16 | 0.04% | 0.14% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Ally Invest Advisors Inc. | 16 | 16 | 0.24% | 2.24% | 3.35% | Q4 2019 | Q3 2023 | 16 |
Mount Yale Investment Advisors, LLC | 16 | 16 | 0.12% | 0.65% | 1.03% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 15 | 1 | 0.00% | 0.23% | 0.62% | Q1 2019 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 11 | 1 | 0.00% | 0.25% | 0.64% | Q2 2018 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 15 | 15 | 1.85% | 4.94% | 7.34% | Q1 2020 | Q3 2023 | 15 |
High Falls Advisors, Inc | 15 | 15 | 0.33% | 8.10% | 14.31% | Q1 2020 | Q3 2023 | 15 |
Bay Harbor Wealth Management, LLC | 15 | 15 | 0.85% | 4.07% | 6.44% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.02% | 0.28% | 0.75% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 15 | 15 | 0.34% | 1.05% | 1.73% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 2.95% | 5.57% | 8.23% | Q1 2020 | Q3 2023 | 15 |
Copperleaf Capital, LLC | 15 | 15 | 2.20% | 4.91% | 6.96% | Q1 2020 | Q3 2023 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 15 | 15 | 2.29% | 12.27% | 14.74% | Q1 2020 | Q3 2023 | 15 |
WealthShield Partners, LLC | 15 | 15 | 0.98% | 2.67% | 4.38% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 2.08% | 7.81% | 10.67% | Q1 2020 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.94% | 6.15% | 10.04% | Q1 2020 | Q3 2023 | 15 |
SigFig Wealth Management, LLC | 15 | 15 | 0.03% | 0.40% | 0.85% | Q1 2020 | Q3 2023 | 15 |
Sharkey, Howes & Javer | 15 | 15 | 2.74% | 13.30% | 19.57% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.05% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
RHS Financial, LLC | 15 | 15 | 0.39% | 1.72% | 3.04% | Q1 2020 | Q3 2023 | 15 |
Van Hulzen Asset Management, LLC | 15 | 15 | 1.02% | 1.56% | 2.14% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 1.24% | 4.42% | 6.35% | Q1 2020 | Q3 2023 | 15 |
MCIA Inc | 15 | 15 | 0.09% | 3.77% | 5.68% | Q1 2020 | Q3 2023 | 15 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.07% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Concorde Asset Management, LLC | 15 | 15 | 0.84% | 3.58% | 7.10% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 15 | 15 | 0.01% | 0.09% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Walkner Condon Financial Advisors LLC | 8 | 7 | 0.13% | 0.23% | 0.48% | Q4 2019 | Q3 2023 | 15 |
Trilogy Capital Inc. | 15 | 15 | 0.03% | 0.25% | 0.36% | Q1 2020 | Q3 2023 | 15 |
WBH ADVISORY INC | 12 | 3 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 15 |
One Wealth Advisors, LLC | 15 | 15 | 0.24% | 5.49% | 10.89% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.16% | 0.76% | 1.14% | Q1 2020 | Q4 2023 | 15 |
Hanlon Investment Management, Inc. | 15 | 15 | 0.11% | 0.48% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Lowe Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q4 2023 | 15 |
Trek Financial, LLC | 15 | 15 | 0.24% | 0.91% | 1.45% | Q1 2020 | Q3 2023 | 15 |
Joel Isaacson & Co., LLC | 15 | 15 | 0.20% | 0.53% | 0.88% | Q1 2020 | Q3 2023 | 15 |
MBE Wealth Management, LLC | 15 | 15 | 0.13% | 0.39% | 0.89% | Q1 2020 | Q3 2023 | 15 |
White Lighthouse Investment Management Inc. | 15 | 15 | 0.27% | 0.40% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Parsec Financial Management, Inc. | 15 | 15 | 0.02% | 0.14% | 0.24% | Q3 2019 | Q1 2023 | 15 |
EP Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.60% | 1.29% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.05% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 15 | 15 | 0.15% | 1.11% | 1.81% | Q1 2020 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 9 | 6 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.12% | 0.46% | 0.78% | Q1 2020 | Q3 2023 | 15 |
RKL Wealth Management LLC | 15 | 15 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ERn Financial, LLC | 15 | 15 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.26% | 0.79% | 1.15% | Q1 2020 | Q3 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.20% | 1.07% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.04% | 0.30% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Avidian Wealth Solutions, LLC | 15 | 15 | 0.08% | 0.32% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Affinity Capital Advisors, LLC | 15 | 15 | 0.22% | 0.46% | 2.33% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.07% | 0.25% | 0.45% | Q3 2019 | Q3 2023 | 15 |
Cypress Wealth Services, LLC | 15 | 15 | 0.99% | 4.67% | 6.59% | Q1 2020 | Q3 2023 | 15 |
WT Wealth Management | 15 | 15 | 0.18% | 0.53% | 1.08% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.02% | 0.38% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Lineweaver Wealth Advisors, LLC | 15 | 15 | 2.72% | 7.54% | 10.83% | Q1 2020 | Q3 2023 | 15 |
Day & Ennis, LLC | 15 | 15 | 0.53% | 2.81% | 5.69% | Q1 2020 | Q3 2023 | 15 |
Summit X, LLC | 15 | 15 | 0.92% | 3.24% | 4.88% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.22% | 0.95% | 1.50% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.11% | 0.67% | 1.24% | Q1 2020 | Q3 2023 | 15 |
Austin Private Wealth, LLC | 15 | 15 | 0.57% | 4.44% | 7.89% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.04% | 0.13% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.05% | 0.40% | 0.91% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 15 | 15 | 0.24% | 0.88% | 1.44% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Veracity Capital LLC | 15 | 15 | 0.12% | 0.46% | 0.71% | Q1 2020 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 15 | 15 | 0.39% | 1.93% | 3.09% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 15 | 15 | 0.09% | 0.45% | 0.65% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 15 | 15 | 0.43% | 0.69% | 1.12% | Q1 2020 | Q3 2023 | 15 |
Pettinga Financial Advisors LLC | 15 | 15 | 0.13% | 7.70% | 13.32% | Q1 2020 | Q3 2023 | 15 |
Pensionmark Financial Group, LLC | 15 | 15 | 0.16% | 0.58% | 0.89% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.22% | 0.64% | 1.12% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.05% | 0.37% | 0.78% | Q1 2020 | Q3 2023 | 15 |
TRUE Private Wealth Advisors | 15 | 15 | 0.11% | 0.40% | 0.64% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 15 | 15 | 0.06% | 0.15% | 0.28% | Q1 2020 | Q3 2023 | 15 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Invst, LLC | 15 | 15 | 1.02% | 2.24% | 3.24% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.09% | 0.85% | 1.39% | Q3 2011 | Q3 2023 | 15 |
Stone House Investment Management, LLC | 15 | 15 | 0.11% | 7.41% | 11.99% | Q1 2020 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 12 | 1 | 0.00% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 15 |
Magnus Financial Group LLC | 14 | 14 | 0.03% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
AlphaCore Capital LLC | 13 | 1 | 0.04% | 0.18% | 0.23% | Q1 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 3 | 0.89% | 4.31% | 7.56% | Q1 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ETF Portfolio Partners, Inc. | 14 | 14 | 0.19% | 0.27% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Financial Partners Group, Inc | 14 | 14 | 0.10% | 0.21% | 0.27% | Q2 2020 | Q3 2023 | 14 |
ALESCO ADVISORS LLC | 14 | 14 | 0.04% | 0.83% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Bank of Italy | 14 | 14 | 2.66% | 5.83% | 7.80% | Q2 2020 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Beacon Financial Advisory LLC | 14 | 14 | 0.24% | 0.63% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.05% | 0.54% | 1.34% | Q2 2020 | Q3 2023 | 14 |
FLC Capital Advisors | 14 | 14 | 0.20% | 4.12% | 6.31% | Q1 2020 | Q2 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Perennial Investment Advisors, LLC | 14 | 14 | 0.56% | 1.12% | 1.43% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.09% | 0.45% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.01% | 0.13% | 0.36% | Q1 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.17% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Lantz Financial LLC | 14 | 14 | 0.15% | 1.16% | 2.35% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 11 | 3 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2022 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.03% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.19% | 0.43% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.04% | 0.26% | 0.42% | Q2 2020 | Q3 2023 | 14 |
XML Financial, LLC | 14 | 14 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Manning & Napier Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.12% | 0.27% | 0.35% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.40% | 0.73% | Q2 2020 | Q3 2023 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 2.16% | 11.19% | 17.58% | Q2 2020 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 14 | 14 | 0.16% | 0.28% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Foundations Investment Advisors, LLC | 14 | 14 | 0.02% | 0.80% | 1.77% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.04% | 0.17% | 0.35% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 2 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 13 | 13 | 0.02% | 0.56% | 1.74% | Q3 2020 | Q3 2023 | 13 |
LexAurum Advisors, LLC | 13 | 13 | 0.11% | 0.45% | 0.70% | Q2 2020 | Q2 2023 | 13 |
Icon Wealth Partners, LLC | 10 | 3 | 2.30% | 4.27% | 6.02% | Q1 2020 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MFA WEALTH ADVISORS, LLC | 13 | 13 | 0.39% | 0.58% | 1.11% | Q1 2020 | Q1 2023 | 13 |
Diversified Trust Co | 13 | 13 | 0.02% | 0.09% | 0.13% | Q4 2020 | Q4 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Betterment LLC | 13 | 13 | 0.00% | 0.62% | 0.78% | Q3 2020 | Q3 2023 | 13 |
BLB&B Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.05% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 13 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Valmark Advisers, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Professional Financial Advisors, LLC | 13 | 13 | 0.02% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.16% | 0.76% | 1.20% | Q2 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.03% | 0.17% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Successful Portfolios LLC | 13 | 13 | 0.55% | 0.99% | 1.48% | Q1 2020 | Q1 2023 | 13 |
US BANCORP \DE\ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Quadrant Private Wealth Management, LLC | 9 | 4 | 0.19% | 0.63% | 1.02% | Q2 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.04% | 0.18% | 0.42% | Q4 2020 | Q4 2023 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.03% | 0.25% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Integrated Advisors Network LLC | 13 | 13 | 0.02% | 0.19% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.61% | 1.06% | Q3 2020 | Q3 2023 | 13 |
PLANNING ALTERNATIVES LTD /ADV | 13 | 13 | 0.06% | 0.28% | 0.50% | Q3 2020 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
NWAM LLC | 12 | 1 | 0.07% | 0.70% | 1.28% | Q2 2020 | Q3 2023 | 13 |
RDA Financial Network | 13 | 13 | 0.14% | 0.38% | 1.01% | Q4 2019 | Q4 2022 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.12% | 0.50% | 0.73% | Q3 2020 | Q3 2023 | 13 |
Sand Hill Global Advisors, LLC | 13 | 13 | 0.16% | 0.45% | 0.84% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.02% | 0.36% | 0.59% | Q3 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
WealthPLAN Partners, LLC | 10 | 3 | 0.00% | 0.14% | 0.21% | Q4 2019 | Q2 2023 | 13 |
MATHER GROUP, LLC. | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 13 |
WADE G W & INC | 12 | 1 | 0.02% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.20% | 2.44% | 4.46% | Q3 2020 | Q3 2023 | 13 |
HOWARD FINANCIAL SERVICES, LTD. | 13 | 13 | 0.09% | 0.14% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.32% | 2.87% | 5.50% | Q3 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 8 | 5 | 0.06% | 0.14% | 0.25% | Q1 2020 | Q2 2023 | 13 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.20% | 0.90% | 1.60% | Q4 2020 | Q3 2023 | 12 |
GREENWOOD CAPITAL ASSOCIATES LLC | 12 | 12 | 0.48% | 0.70% | 0.89% | Q1 2020 | Q4 2022 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.32% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
BEACON FINANCIAL GROUP | 12 | 12 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
FDx Advisors, Inc. | 12 | 12 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.06% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.01% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 12 |
OmniStar Financial Group, Inc. | 12 | 12 | 0.51% | 1.33% | 1.59% | Q1 2020 | Q4 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.02% | 0.11% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q1 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 1.52% | 2.95% | 5.06% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.11% | 0.74% | 1.41% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.33% | 0.88% | 1.21% | Q2 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 1 | 0.04% | 0.12% | 0.18% | Q2 2020 | Q2 2023 | 12 |
Goodwin Investment Advisory | 12 | 12 | 3.98% | 19.88% | 30.28% | Q4 2020 | Q3 2023 | 12 |
Bangor Savings Bank | 12 | 12 | 0.20% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.05% | 1.94% | 3.64% | Q4 2020 | Q3 2023 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.66% | 1.21% | 1.60% | Q2 2020 | Q1 2023 | 12 |
Wade Financial Advisory, Inc | 8 | 4 | 0.17% | 0.22% | 0.27% | Q2 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 6.67% | 10.32% | 12.34% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 2.02% | 6.19% | 9.66% | Q4 2020 | Q3 2023 | 12 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 4 | 0.55% | 2.57% | 3.36% | Q1 2020 | Q3 2023 | 12 |
NORTH AMERICAN MANAGEMENT CORP | 12 | 12 | 0.03% | 0.14% | 0.25% | Q2 2018 | Q1 2021 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.01% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.08% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.40% | 4.89% | 7.53% | Q4 2020 | Q3 2023 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.03% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.26% | 2.38% | 6.44% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 12 | 12 | 0.05% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Highland Private Wealth Management | 12 | 12 | 1.12% | 1.64% | 2.41% | Q4 2019 | Q3 2022 | 12 |
Keebeck Wealth Management, LLC | 12 | 12 | 0.64% | 1.51% | 2.16% | Q4 2020 | Q3 2023 | 12 |
Financial Advisors, LLC | 12 | 12 | 0.09% | 1.12% | 1.53% | Q4 2020 | Q3 2023 | 12 |
Spectrum Asset Management, Inc. (NB/CA) | 12 | 12 | 1.49% | 2.98% | 4.30% | Q4 2020 | Q3 2023 | 12 |
Acropolis Investment Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 2 | 0.03% | 0.14% | 0.30% | Q2 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vivaldi Capital Management LP | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Plancorp, LLC | 11 | 11 | 0.36% | 0.51% | 1.08% | Q1 2021 | Q3 2023 | 11 |
V Wealth Advisors LLC | 11 | 11 | 0.06% | 0.17% | 0.39% | Q1 2020 | Q3 2022 | 11 |
Foster Group, Inc. | 11 | 11 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Symmetry Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
SYNOVUS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 1 | 0.43% | 0.75% | 0.97% | Q2 2020 | Q3 2023 | 11 |
Gerber Kawasaki Wealth & Investment Management | 7 | 4 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.39% | 0.50% | 0.63% | Q4 2020 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Summit Wealth Group, LLC | 11 | 11 | 0.74% | 3.51% | 4.98% | Q1 2021 | Q3 2023 | 11 |
COLONY GROUP LLC | 6 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q1 2023 | 11 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 11 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 11 | 11 | 0.08% | 5.47% | 11.69% | Q1 2021 | Q3 2023 | 11 |
Chicago Partners Investment Group LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 11 | 11 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q1 2022 | 11 |
GHP Investment Advisors, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 11 | 11 | 0.04% | 0.11% | 0.20% | Q3 2020 | Q1 2023 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 0.01% | 0.59% | 1.04% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Johnson Midwest Financial, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vestcor Inc | 11 | 11 | 0.81% | 0.90% | 1.00% | Q1 2021 | Q3 2023 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.26% | 0.53% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.16% | 0.28% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.50% | 1.95% | 4.32% | Q1 2021 | Q3 2023 | 11 |
Tri-Star Advisors Inc. | 11 | 11 | 6.12% | 10.88% | 13.40% | Q2 2020 | Q4 2022 | 11 |
Pinnacle Family Advisors, LLC | 11 | 11 | 0.17% | 0.58% | 0.86% | Q4 2020 | Q2 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 2.38% | 7.85% | 11.25% | Q4 2020 | Q3 2023 | 11 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 2 | 0.10% | 0.29% | 0.47% | Q4 2020 | Q3 2023 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.95% | 1.52% | 2.02% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
StoneX Group Inc. | 8 | 3 | 0.19% | 0.28% | 0.38% | Q1 2020 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.16% | 0.29% | 0.35% | Q2 2020 | Q4 2022 | 11 |
Spectrum Management Group, LLC | 11 | 11 | 1.82% | 3.77% | 4.74% | Q1 2020 | Q3 2022 | 11 |
55I, LLC | 11 | 11 | 2.55% | 8.48% | 11.22% | Q1 2020 | Q3 2022 | 11 |
Savant Capital, LLC | 9 | 1 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.25% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.08% | 0.22% | 0.36% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cardinal Strategic Wealth Guidance | 11 | 11 | 0.04% | 3.43% | 5.89% | Q1 2021 | Q3 2023 | 11 |
BANK OF HAWAII | 11 | 11 | 0.04% | 0.22% | 0.29% | Q3 2020 | Q1 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.28% | 0.45% | 1.36% | Q4 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.48% | 1.36% | Q2 2019 | Q4 2021 | 11 |
1ST SOURCE BANK | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.28% | 2.32% | 4.81% | Q1 2021 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 0.78% | 2.21% | 3.64% | Q4 2020 | Q2 2023 | 11 |
BROWN BROTHERS HARRIMAN & CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.10% | 0.43% | Q4 2020 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Sound View Wealth Advisors Group, LLC | 10 | 10 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.04% | 0.13% | 0.18% | Q1 2021 | Q2 2023 | 10 |
Tranquility Partners, LLC | 7 | 3 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 10 |
Northwest Capital Management Inc | 10 | 10 | 1.90% | 5.58% | 7.13% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 10 |
180 WEALTH ADVISORS, LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q4 2022 | 10 |
JMG Financial Group, Ltd. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 1.69% | 6.19% | 11.12% | Q4 2020 | Q3 2023 | 10 |
PDS Planning, Inc | 5 | 1 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
HRT FINANCIAL LP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Williams Financial, LLC | 6 | 1 | 2.57% | 7.27% | 10.06% | Q4 2020 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.36% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.07% | 0.27% | Q1 2020 | Q3 2023 | 10 |
Private Portfolio Partners LLC | 10 | 10 | 0.45% | 1.07% | 1.42% | Q1 2020 | Q2 2022 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 10 |
MAI Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.09% | 0.54% | 0.92% | Q1 2020 | Q2 2022 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.06% | 0.11% | 0.15% | Q1 2021 | Q2 2023 | 10 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 10 | 0.18% | 0.25% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 10 | 10 | 0.03% | 0.11% | 0.20% | Q1 2021 | Q2 2023 | 10 |
DAIDO LIFE INSURANCE CO | 10 | 10 | 1.29% | 6.48% | 8.50% | Q3 2020 | Q4 2022 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Alpha DNA Investment Management LLC | 10 | 10 | 0.09% | 0.28% | 0.42% | Q4 2020 | Q1 2023 | 10 |
Castle Rock Wealth Management, LLC | 8 | 2 | 0.17% | 0.36% | 0.47% | Q1 2020 | Q3 2022 | 10 |
D.A. DAVIDSON & CO. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.19% | 0.25% | 0.31% | Q2 2021 | Q3 2023 | 10 |
SL ADVISORS, LLC | 10 | 10 | 0.60% | 0.72% | 0.87% | Q4 2020 | Q1 2023 | 10 |
Ellevest, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
Clearstead Trust, LLC | 10 | 10 | 0.01% | 0.03% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Acorns Advisers, LLC | 10 | 10 | 0.69% | 2.10% | 2.77% | Q2 2021 | Q3 2023 | 10 |
TrueWealth Advisors, LLC | 10 | 10 | 0.12% | 0.44% | 0.68% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.39% | 0.60% | 0.86% | Q1 2021 | Q3 2023 | 10 |
DOHJ, LLC | 10 | 10 | 0.12% | 3.40% | 6.87% | Q2 2021 | Q3 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.06% | 0.22% | 0.30% | Q1 2021 | Q2 2023 | 10 |
SWMG, LLC | 6 | 4 | 3.26% | 9.42% | 12.96% | Q4 2020 | Q2 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NORTH STAR ASSET MANAGEMENT INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 10 |
Ifrah Financial Services, Inc. | 9 | 9 | 0.07% | 0.11% | 0.15% | Q3 2020 | Q3 2022 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ARGI Investment Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
BOENNING & SCATTERGOOD, INC. | 9 | 9 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.47% | 0.94% | 1.92% | Q4 2021 | Q4 2023 | 9 |
JB Capital LLC | 9 | 9 | 2.45% | 8.99% | 13.58% | Q3 2021 | Q3 2023 | 9 |
COMMERCE BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 9 | 9 | 0.19% | 0.53% | 1.06% | Q1 2021 | Q1 2023 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.06% | 0.15% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 1.68% | 2.56% | 3.49% | Q1 2020 | Q1 2022 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.14% | 0.50% | 0.89% | Q1 2021 | Q1 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Magellan Asset Management Ltd | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.19% | 1.25% | 2.06% | Q3 2021 | Q3 2023 | 9 |
Opes Wealth Management LLC | 9 | 9 | 0.08% | 0.16% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
LeJeune Puetz Investment Counsel LLC | 9 | 9 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q1 2023 | 9 |
Cougar Global Investments Ltd | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 9 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Prudent Man Advisors, LLC | 9 | 9 | 2.82% | 2.99% | 3.17% | Q3 2021 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 11.30% | 13.07% | 14.36% | Q4 2021 | Q4 2023 | 9 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.09% | 0.75% | 1.60% | Q3 2021 | Q3 2023 | 9 |
Sage Advisory Services, Ltd.Co. | 5 | 1 | 0.02% | 0.11% | 0.18% | Q3 2018 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 4.33% | 9.52% | 12.27% | Q3 2021 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 4.03% | 10.09% | 13.83% | Q4 2019 | Q4 2021 | 9 |
PACIFIC FINANCIAL GROUP INC | 9 | 9 | 0.23% | 4.58% | 7.67% | Q3 2021 | Q3 2023 | 9 |
Crestone Asset Management LLC | 9 | 9 | 0.20% | 0.40% | 0.62% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.09% | Q3 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.31% | 0.51% | Q4 2019 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 9 | 9 | 0.02% | 0.27% | 0.41% | Q1 2020 | Q1 2022 | 9 |
Stonebridge Financial Planning Group, LLC | 8 | 1 | 0.02% | 0.11% | 0.14% | Q3 2020 | Q4 2022 | 9 |
MEMBERS CAPITAL ADVISORS INC | 9 | 9 | 0.52% | 2.56% | 3.52% | Q3 2021 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.40% | 1.53% | 2.54% | Q4 2021 | Q4 2023 | 9 |
4J Wealth Management LLC | 9 | 9 | 7.58% | 8.75% | 10.05% | Q4 2020 | Q4 2022 | 9 |
SENTINEL TRUST CO LBA | 9 | 9 | 0.06% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.47% | 0.88% | Q2 2020 | Q3 2023 | 9 |
SYM FINANCIAL Corp | 5 | 4 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Prosperity Planning, Inc. | 9 | 9 | 0.18% | 0.33% | 0.55% | Q4 2020 | Q4 2022 | 9 |
Destination Wealth Management | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MA Private Wealth | 9 | 9 | 0.14% | 3.63% | 5.78% | Q3 2021 | Q3 2023 | 9 |
Peak Financial Management, Inc. | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
People's United Financial, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Clarius Group, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 8 | 8 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CWA Asset Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ameraudi Asset Management, Inc. | 8 | 8 | 0.15% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 3.14% | 10.70% | 16.67% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.84% | 0.98% | 1.26% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.32% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Pure Financial Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.29% | 0.52% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 1.13% | 1.28% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Sovereign Financial Group, Inc. | 8 | 8 | 0.37% | 0.68% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.37% | 0.42% | 0.48% | Q4 2021 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.89% | 1.03% | 1.23% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 2.26% | 8.08% | 12.61% | Q4 2021 | Q3 2023 | 8 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
W ADVISORS, LLC | 8 | 8 | 1.27% | 3.48% | 6.90% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 8 |
Atlas Private Wealth Advisors | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PECAUT & CO. | 7 | 1 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.81% | 3.12% | 6.20% | Q4 2021 | Q3 2023 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 11.28% | 12.99% | 15.11% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.62% | 2.05% | 5.49% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.35% | 2.14% | 2.63% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.05% | 0.78% | 1.78% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.33% | 3.33% | 5.63% | Q4 2021 | Q3 2023 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Element Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.13% | 0.21% | Q4 2020 | Q1 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.06% | 0.27% | Q2 2021 | Q3 2023 | 8 |
Pathway Financial Advisors LLC | 3 | 1 | 0.07% | 0.11% | 0.19% | Q3 2020 | Q2 2023 | 8 |
Buttonwood Financial Group, LLC | 8 | 8 | 0.21% | 12.06% | 32.52% | Q1 2022 | Q4 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.08% | 4.37% | 12.68% | Q4 2021 | Q3 2023 | 8 |
Peninsula Wealth, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 1.73% | 1.82% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.28% | 0.46% | 0.59% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.36% | 0.72% | 0.95% | Q4 2020 | Q3 2022 | 8 |
VERITY Wealth Advisors | 8 | 8 | 0.23% | 0.27% | 0.30% | Q4 2020 | Q3 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.69% | 4.11% | 5.82% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.68% | 0.98% | 1.14% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.28% | 0.46% | 0.54% | Q4 2020 | Q3 2022 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.03% | 2.60% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.20% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IAG Wealth Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.36% | 0.94% | 1.56% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 1.10% | 3.16% | 5.79% | Q4 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.26% | 0.54% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Parcion Private Wealth LLC | 8 | 8 | 0.25% | 0.31% | 0.43% | Q1 2020 | Q4 2021 | 8 |
HBW ADVISORY SERVICES LLC | 8 | 8 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Aaron Wealth Advisors LLC | 6 | 2 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 0.31% | 0.65% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Kalos Management, Inc. | 8 | 8 | 0.12% | 0.26% | 0.39% | Q1 2020 | Q4 2021 | 8 |
Weil Company, Inc. | 4 | 4 | 0.14% | 0.17% | 0.22% | Q2 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Crown Wealth Group, LLC | 8 | 8 | 0.78% | 7.46% | 12.91% | Q4 2021 | Q3 2023 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.78% | 1.17% | Q4 2021 | Q3 2023 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 2.97% | 9.01% | 11.64% | Q1 2020 | Q4 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.08% | 0.12% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.58% | 1.79% | 2.76% | Q4 2021 | Q3 2023 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.06% | 0.25% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.69% | 4.58% | 10.66% | Q4 2021 | Q3 2023 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
West Wealth Group, LLC | 8 | 8 | 4.87% | 13.84% | 19.60% | Q4 2021 | Q3 2023 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.07% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.54% | 0.60% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.24% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 1.55% | 5.90% | 8.79% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.29% | 0.78% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SNS Financial Group, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Interchange Capital Partners, LLC | 8 | 8 | 0.28% | 1.28% | 2.40% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.15% | 0.35% | 0.44% | Q1 2020 | Q3 2021 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.58% | 1.72% | 2.97% | Q1 2022 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.06% | 0.13% | 0.21% | Q2 2021 | Q4 2022 | 7 |
Archer Investment Corp | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Seven Post Investment Office LP | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Cranbrook Wealth Management, LLC | 5 | 2 | 0.02% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 7 |
Hayden Royal, LLC | 7 | 7 | 0.14% | 0.33% | 0.89% | Q2 2020 | Q4 2021 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 2 | 0.67% | 0.72% | 0.77% | Q1 2021 | Q1 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.04% | 0.98% | 2.67% | Q1 2019 | Q3 2020 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.02% | 0.14% | 0.19% | Q2 2021 | Q4 2022 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.87% | 6.51% | 9.65% | Q4 2021 | Q2 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Relyea Zuckerberg Hanson LLC | 7 | 7 | 0.13% | 0.60% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.72% | 0.98% | 1.47% | Q4 2021 | Q3 2023 | 7 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.08% | 0.27% | 0.55% | Q2 2020 | Q4 2022 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
tru Independence LLC | 4 | 1 | 0.08% | 0.32% | 1.21% | Q2 2020 | Q2 2022 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.03% | 0.15% | 0.32% | Q1 2020 | Q2 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.29% | 0.86% | 1.55% | Q1 2022 | Q3 2023 | 7 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 3 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 4 | 3 | 0.14% | 0.28% | 0.56% | Q4 2021 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.40% | 0.92% | 2.48% | Q1 2021 | Q4 2022 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.11% | 0.22% | 0.40% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FURE FINANCIAL CORP | 4 | 3 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.26% | 0.28% | 0.33% | Q2 2022 | Q4 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.01% | 0.46% | 0.83% | Q2 2021 | Q4 2022 | 7 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Prostatis Group LLC | 4 | 1 | 0.16% | 5.58% | 8.87% | Q1 2021 | Q2 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Facet Wealth, Inc. | 4 | 1 | 0.02% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Kowal Investment Group, LLC | 6 | 6 | 0.10% | 0.21% | 0.30% | Q1 2022 | Q2 2023 | 6 |
TAIYO LIFE INSURANCE CO | 6 | 6 | 7.34% | 9.17% | 10.08% | Q2 2022 | Q3 2023 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.54% | 1.09% | 1.52% | Q2 2022 | Q3 2023 | 6 |
Capital CS Group, LLC | 6 | 6 | 0.50% | 1.61% | 3.39% | Q4 2020 | Q1 2022 | 6 |
Jordan Park Group LLC | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
BHF RG Capital Inc. | 6 | 6 | 2.74% | 12.51% | 18.14% | Q2 2020 | Q3 2021 | 6 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.04% | 0.38% | 0.60% | Q1 2020 | Q4 2022 | 6 |
TFO Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.24% | 0.71% | 1.20% | Q2 2022 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 1.58% | 1.64% | 1.74% | Q4 2020 | Q1 2022 | 6 |
Great Diamond Partners, LLC | 4 | 2 | 0.07% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Pallas Capital Advisors LLC | 6 | 6 | 0.02% | 0.07% | 0.18% | Q2 2022 | Q3 2023 | 6 |
FIRST FINANCIAL CORP /IN/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 1.29% | 1.39% | 1.45% | Q4 2020 | Q1 2022 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Detalus Advisors, LLC | 6 | 6 | 0.43% | 6.18% | 12.63% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.21% | 0.26% | 0.32% | Q2 2022 | Q3 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.03% | 0.50% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.01% | 0.11% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.25% | 3.38% | 4.64% | Q3 2020 | Q4 2021 | 6 |
TIAA, FSB | 6 | 6 | 0.04% | 1.24% | 1.61% | Q1 2022 | Q2 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
GRIMES & COMPANY, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
One Day In July LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Wealth Advisory Solutions, LLC | 6 | 6 | 0.84% | 1.60% | 2.63% | Q1 2022 | Q2 2023 | 6 |
Braun-Bostich & Associates Inc. | 4 | 2 | 0.02% | 0.20% | 1.09% | Q4 2018 | Q3 2020 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.31% | 0.51% | Q4 2021 | Q1 2023 | 6 |
Hudson Capital Management LLC | 5 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q2 2023 | 6 |
Redwood Investment Management, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 6 |
FCG ADVISORS, LLC | 6 | 6 | 0.10% | 0.16% | 0.20% | Q1 2019 | Q2 2020 | 6 |
Merriman Wealth Management, LLC | 6 | 6 | 0.18% | 0.33% | 0.42% | Q3 2020 | Q4 2021 | 6 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Smithfield Trust Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ellenbecker Investment Group | 5 | 5 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2020 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2022 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
GenWealth Group, Inc. | 4 | 1 | 0.11% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 5 |
DFPG INVESTMENTS, LLC | 5 | 5 | 0.08% | 0.23% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.83% | 2.61% | 3.82% | Q3 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 2.35% | 3.63% | 4.57% | Q4 2021 | Q4 2022 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
PFS INVESTMENTS INC. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 5 |
Filbrandt Wealth Management, LLC | 4 | 1 | 0.03% | 1.64% | 2.13% | Q2 2020 | Q3 2021 | 5 |
HILLTOP WEALTH ADVISORS, LLC | 5 | 5 | 0.41% | 0.47% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Cherry Creek Investment Advisors, Inc. | 5 | 5 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Litman Gregory Wealth Management LLC | 3 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Scarborough Advisors, LLC | 5 | 5 | 3.18% | 4.63% | 6.80% | Q4 2021 | Q4 2022 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.21% | Q1 2022 | Q4 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 4.78% | 5.04% | 5.39% | Q3 2021 | Q3 2022 | 5 |
JT Stratford LLC | 3 | 2 | 0.07% | 0.12% | 0.22% | Q3 2020 | Q2 2023 | 5 |
Modera Wealth Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.16% | 0.37% | 0.94% | Q1 2021 | Q2 2022 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
BARCLAYS PLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.24% | 1.95% | 3.08% | Q2 2020 | Q2 2021 | 5 |
Homrich & Berg | 5 | 5 | 0.01% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.02% | 0.05% | 0.19% | Q3 2022 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2022 | 5 |
Robbins Farley | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.02% | 1.63% | 2.45% | Q4 2019 | Q4 2020 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.65% | 0.77% | 0.86% | Q4 2021 | Q4 2022 | 5 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q1 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 3.02% | 6.23% | 9.82% | Q3 2022 | Q3 2023 | 5 |
WHALEROCK POINT PARTNERS, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 1.18% | 1.26% | 1.38% | Q2 2020 | Q3 2021 | 5 |
M. Kulyk & Associates, LLC | 5 | 5 | 0.08% | 0.33% | 0.75% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.42% | 0.44% | 0.47% | Q4 2021 | Q4 2022 | 5 |
Sound Income Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.08% | 0.17% | 0.49% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Wellesley Investment Partners, LLC | 4 | 1 | 0.11% | 0.18% | 0.32% | Q3 2018 | Q3 2020 | 5 |
CPWM, LLC | 5 | 5 | 0.03% | 0.14% | 0.21% | Q3 2021 | Q3 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.13% | 0.19% | Q4 2021 | Q4 2022 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SPINNAKER TRUST | 5 | 5 | 0.86% | 0.90% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
S.E.E.D. Planning Group LLC | 4 | 4 | 0.22% | 0.22% | 0.24% | Q1 2021 | Q4 2021 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 4 | 4 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Key FInancial Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.36% | 0.55% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Silicon Hills Wealth Management, LLC | 4 | 4 | 0.37% | 0.73% | 1.24% | Q2 2021 | Q1 2022 | 4 |
COOK WEALTH MANAGEMENT GROUP LLC | 2 | 1 | 0.16% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.03% | 0.08% | 0.23% | Q3 2021 | Q2 2022 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.27% | 2.10% | 3.27% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.01% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.09% | 0.18% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Seaside Wealth Management, Inc. | 4 | 4 | 0.54% | 0.63% | 0.81% | Q2 2022 | Q1 2023 | 4 |
Caprock Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.65% | 0.67% | 0.70% | Q3 2022 | Q2 2023 | 4 |
Schrum Private Wealth Management LLC | 4 | 4 | 0.40% | 0.55% | 0.71% | Q4 2021 | Q3 2022 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.13% | 0.25% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.28% | 0.33% | 0.50% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 4.83% | 5.43% | 5.98% | Q4 2022 | Q3 2023 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.23% | 0.45% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation & Management Company, LLC | 4 | 4 | 1.11% | 1.39% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.70% | 1.18% | 2.11% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 0.93% | 1.03% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.84% | 0.97% | 1.06% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.21% | 0.38% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.10% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Mizuho Bank, Ltd. | 2 | 1 | 17.56% | 21.14% | 23.64% | Q1 2021 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Vident Investment Advisory, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 1.22% | 1.25% | 1.27% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.18% | 0.68% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.24% | 0.50% | 0.61% | Q4 2020 | Q3 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 0.14% | 3.12% | 11.96% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q2 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.00% | 1.16% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 2 | 1 | 0.18% | 0.54% | 1.03% | Q1 2020 | Q2 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.80% | 0.86% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Rice Partnership, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HILL ISLAND FINANCIAL LLC | 4 | 4 | 0.47% | 0.47% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Brio Consultants, LLC | 4 | 4 | 0.07% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.81% | 1.27% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Spartan Planning & Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.25% | 0.71% | Q1 2021 | Q2 2023 | 4 |
Millburn Ridgefield Corp | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.24% | 0.41% | Q3 2019 | Q3 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tanager Wealth Management LLP | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 2.33% | 5.62% | 8.84% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 1.11% | 2.16% | 3.71% | Q4 2022 | Q3 2023 | 4 |
PROVIDA PENSION FUND ADMINISTRATOR | 4 | 4 | 0.81% | 0.83% | 0.87% | Q1 2022 | Q4 2022 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q4 2022 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.00% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.18% | 0.30% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.31% | 1.48% | 3.54% | Q4 2022 | Q3 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 4 | 4 | 0.06% | 0.24% | 0.38% | Q4 2019 | Q3 2020 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 1.06% | 2.74% | 5.91% | Q4 2022 | Q3 2023 | 4 |
JSF Financial, LLC | 3 | 1 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.13% | 0.21% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.36% | 0.45% | 0.52% | Q2 2021 | Q1 2022 | 4 |
AdvicePeriod, LLC | 4 | 4 | 0.08% | 0.10% | 0.16% | Q3 2020 | Q2 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
F3Logic, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2021 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.08% | 0.12% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.65% | 0.86% | 1.39% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.22% | 1.05% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 2.42% | 5.20% | 8.47% | Q3 2022 | Q2 2023 | 4 |
ERTS Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q2 2019 | 3 |
InterOcean Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.10% | 0.18% | Q2 2022 | Q2 2023 | 3 |
COWA, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Murphy, Middleton, Hinkle & Parker, Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LWMG, LLC | 3 | 3 | 0.07% | 0.12% | 0.22% | Q4 2022 | Q2 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.03% | 0.08% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Arjuna Capital | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Fulcrum Equity Management | 3 | 3 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.58% | 0.87% | 1.02% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.30% | 0.57% | 0.99% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.41% | 0.86% | 1.36% | Q4 2022 | Q3 2023 | 3 |
HAP Trading, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Smart Money Group LLC | 3 | 3 | 1.60% | 3.69% | 4.85% | Q1 2020 | Q3 2020 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
NCM Capital Management, LLC | 3 | 3 | 0.92% | 0.97% | 1.00% | Q1 2022 | Q3 2022 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Resource Planning Group | 3 | 3 | 0.17% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.38% | 0.43% | 0.48% | Q3 2021 | Q1 2022 | 3 |
WealthSpring Partners, LLC | 3 | 3 | 0.20% | 1.98% | 5.39% | Q3 2022 | Q1 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.59% | 0.82% | 0.96% | Q1 2023 | Q3 2023 | 3 |
NVWM, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.09% | 0.31% | 0.70% | Q3 2022 | Q1 2023 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.09% | 0.23% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.23% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Pinnacle Advisory Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CCG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.52% | 1.20% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q2 2020 | Q4 2020 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.11% | 0.92% | 2.43% | Q4 2022 | Q2 2023 | 3 |
Windham Capital Management, LLC | 3 | 3 | 0.60% | 0.61% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Round Table Services, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.12% | 0.31% | Q3 2021 | Q1 2023 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.97% | 1.88% | 2.54% | Q1 2020 | Q3 2020 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.20% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.15% | 0.21% | 0.32% | Q3 2021 | Q1 2022 | 3 |
1900 WEALTH MANAGEMENT LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.35% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
CAPITAL ADVISORS INC/OK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 2.08% | 2.69% | 3.23% | Q2 2022 | Q3 2023 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Scott Capital Advisors, LLC | 3 | 3 | 0.63% | 0.68% | 0.72% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 3 |
ENZI WEALTH | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q1 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.13% | 0.40% | Q4 2020 | Q2 2021 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Hanson & Doremus Investment Management | 3 | 3 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.04% | 0.14% | 0.31% | Q2 2022 | Q1 2023 | 3 |
WC Walker & Associates, Inc. | 3 | 3 | 0.11% | 0.24% | 0.31% | Q4 2021 | Q2 2022 | 3 |
BARINGS LLC | 3 | 3 | 0.17% | 0.71% | 1.12% | Q2 2021 | Q4 2021 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.14% | 0.31% | 0.46% | Q2 2022 | Q4 2022 | 3 |
Burleson & Company, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 3 |
Advisor Resource Council | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q4 2021 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.34% | 0.39% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.21% | 0.37% | Q3 2021 | Q1 2022 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Clean Yield Group | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 2 |
Derbend Asset Management | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q1 2022 | 2 |
KADENSA CAPITAL Ltd | 2 | 2 | 1.03% | 1.05% | 1.06% | Q1 2020 | Q2 2020 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 5.21% | 5.43% | 5.66% | Q3 2022 | Q4 2022 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Regis Management CO LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 1.83% | 2.50% | 3.17% | Q1 2022 | Q3 2022 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.25% | 0.33% | 0.40% | Q2 2023 | Q3 2023 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tuttle Capital Management, LLC | 2 | 2 | 0.92% | 1.10% | 1.29% | Q4 2020 | Q1 2021 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.41% | 0.75% | Q2 2022 | Q3 2022 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Brewster Financial Planning LLC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Single Point Partners, LLC | 2 | 2 | 0.05% | 0.17% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.54% | 0.76% | 0.99% | Q1 2020 | Q2 2020 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.03% | 0.17% | 0.31% | Q2 2022 | Q3 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Integrity Advisory, LLC | 2 | 2 | 0.42% | 0.71% | 1.01% | Q1 2022 | Q2 2022 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Firestone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Orin Green Financial, LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q2 2023 | Q3 2023 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q2 2021 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Renasant Bank | 2 | 2 | 0.42% | 0.49% | 0.56% | Q3 2022 | Q4 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.21% | 0.49% | 0.77% | Q4 2020 | Q1 2021 | 2 |
Lee Financial Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 3.12% | 3.20% | 3.29% | Q2 2023 | Q3 2023 | 2 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.16% | 0.32% | Q1 2023 | Q3 2023 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Obsidian Personal Planning Solutions LLC | 2 | 2 | 0.18% | 0.24% | 0.30% | Q2 2023 | Q3 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q1 2020 | Q2 2020 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.26% | 0.44% | 0.62% | Q4 2020 | Q1 2021 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.21% | 0.24% | 0.26% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.35% | 0.68% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 6.07% | 6.07% | 6.07% | Q4 2021 | Q4 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Clifford Group, LLC | 1 | 1 | 12.70% | 12.70% | 12.70% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Regis Acquisition Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Pacific Financial | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BSW Wealth Partners | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOLLER WEALTH PARTNERS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Coco Enterprises, LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q2 2021 | Q2 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2020 | Q1 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Soundwatch Capital LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2022 | Q3 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Brightworth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 10.70% | 10.70% | 10.70% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 10.78% | 10.78% | 10.78% | Q3 2021 | Q3 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DSM CAPITAL PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Point Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.