Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 29 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Detalus Advisors, LLC | 14 | 14 | 0.30% | 1.02% | 1.52% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisory, LLC | 14 | 14 | 0.07% | 10.14% | 14.99% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.22% | 0.61% | Q2 2020 | Q3 2023 | 14 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 14 | 0.29% | 1.82% | 3.52% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Day & Ennis, LLC | 13 | 13 | 0.30% | 1.13% | 1.61% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 13 | 13 | 0.03% | 0.45% | 1.44% | Q3 2020 | Q3 2023 | 13 |
Cambridge Advisors Inc. | 13 | 13 | 0.12% | 0.65% | 1.37% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.05% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.25% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Advisory Resource Group | 13 | 13 | 1.42% | 3.18% | 4.31% | Q3 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.05% | 0.80% | 1.72% | Q3 2020 | Q3 2023 | 13 |
Requisite Capital Management, LLC | 13 | 13 | 5.88% | 21.21% | 34.88% | Q3 2020 | Q3 2023 | 13 |
Curtis Advisory Group, LLC | 13 | 13 | 0.16% | 2.12% | 2.99% | Q3 2020 | Q3 2023 | 13 |
IFP Advisors, Inc | 13 | 13 | 0.00% | 0.14% | 0.45% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.01% | 0.11% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.16% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.68% | 1.24% | Q4 2020 | Q3 2023 | 12 |
Redmond Asset Management, LLC | 12 | 12 | 0.08% | 0.37% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Modus Advisors, LLC | 12 | 12 | 0.12% | 0.33% | 0.46% | Q1 2021 | Q4 2023 | 12 |
Delta Investment Management, LLC | 12 | 12 | 0.53% | 1.86% | 3.03% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.04% | 0.60% | 1.02% | Q1 2021 | Q4 2023 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 3.55% | 4.03% | 4.76% | Q4 2020 | Q3 2023 | 12 |
Tranquility Partners, LLC | 12 | 12 | 0.15% | 0.32% | 0.48% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.28% | 1.73% | 5.54% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.02% | 0.31% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Castle Rock Wealth Management, LLC | 12 | 12 | 0.28% | 0.93% | 1.59% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.12% | 0.51% | 1.47% | Q4 2020 | Q3 2023 | 12 |
NOTTINGHAM ADVISORS, INC. | 11 | 11 | 0.75% | 2.64% | 5.75% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 6 | 5 | 0.00% | 0.19% | 0.57% | Q3 2020 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.02% | 0.19% | 0.34% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 11 | 11 | 0.07% | 0.48% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Raymond James Financial Services Advisors, Inc. | 11 | 11 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.01% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.09% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Sandy Spring Bank | 11 | 11 | 0.04% | 0.42% | 0.96% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.13% | 0.30% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.29% | 0.80% | Q1 2021 | Q3 2023 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.07% | 0.21% | 0.36% | Q1 2021 | Q3 2023 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.07% | 0.19% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Allen Capital Group, LLC | 8 | 3 | 0.69% | 1.37% | 2.10% | Q4 2020 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.03% | 0.63% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.16% | 0.35% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BLAIR WILLIAM & CO/IL | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisors LLC | 11 | 11 | 0.02% | 0.45% | 0.77% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.03% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Highlander Capital Management, LLC | 11 | 11 | 0.11% | 0.18% | 0.31% | Q1 2021 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 11 |
HOURGLASS CAPITAL, LLC | 11 | 11 | 0.21% | 0.75% | 1.67% | Q1 2021 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 11 | 11 | 0.02% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.03% | 0.18% | 0.24% | Q3 2011 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.49% | 0.98% | 1.57% | Q1 2021 | Q3 2023 | 11 |
Nelson Capital Management, LLC | 11 | 11 | 0.28% | 0.44% | 0.60% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.14% | 0.26% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.24% | 0.39% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 11 | 11 | 0.01% | 0.29% | 0.67% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Bridge Advisory, LLC | 11 | 11 | 0.28% | 0.69% | 0.88% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.68% | 3.77% | 8.04% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.48% | 0.82% | Q2 2021 | Q3 2023 | 10 |
Seelaus Asset Management LLC | 10 | 10 | 0.19% | 0.32% | 0.53% | Q2 2021 | Q3 2023 | 10 |
Haverford Trust Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Marcum Wealth, LLC | 10 | 10 | 0.05% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Source Financial Advisors LLC | 10 | 10 | 0.19% | 0.96% | 2.36% | Q2 2021 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.36% | 1.68% | Q1 2021 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 10 | 10 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 10 | 10 | 0.23% | 0.42% | 0.52% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
MCDONALD PARTNERS LLC | 7 | 3 | 0.07% | 0.36% | 0.59% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 8 | 2 | 0.00% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 10 |
StrongBox Wealth, LLC | 10 | 10 | 0.87% | 3.46% | 4.93% | Q3 2021 | Q4 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.09% | 0.37% | 0.85% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.01% | 0.19% | 0.46% | Q2 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 10 | 0.06% | 0.45% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 6 | 4 | 0.00% | 0.14% | 0.89% | Q1 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.00% | 0.16% | 0.35% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MEANS INVESTMENT CO., INC. | 10 | 10 | 0.04% | 0.60% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.19% | 0.39% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.05% | 0.44% | 0.60% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.05% | 0.21% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.39% | 1.62% | 2.35% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.05% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.75% | 0.94% | Q1 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 10 | 10 | 0.07% | 0.63% | 0.91% | Q2 2021 | Q3 2023 | 10 |
Andesa Financial Management Inc. | 10 | 10 | 0.29% | 0.97% | 1.37% | Q4 2020 | Q1 2023 | 10 |
LAKE STREET PRIVATE WEALTH, LLC | 10 | 10 | 0.47% | 1.35% | 1.84% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 0.19% | 0.85% | 1.66% | Q2 2021 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 7 | 3 | 0.04% | 0.70% | 1.18% | Q1 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.07% | 1.57% | 2.47% | Q2 2021 | Q3 2023 | 10 |
FIRST FOUNDATION ADVISORS | 10 | 10 | 0.01% | 0.44% | 1.54% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.06% | 0.66% | 1.23% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 10 | 10 | 0.03% | 0.31% | 0.66% | Q2 2021 | Q3 2023 | 10 |
FORTEM FINANCIAL GROUP, LLC | 9 | 1 | 0.00% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.00% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.02% | 0.29% | 0.66% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.05% | 0.29% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.23% | 1.60% | 2.34% | Q3 2021 | Q4 2023 | 10 |
Capital Investment Advisory Services, LLC | 6 | 4 | 0.00% | 0.05% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Grant/GrossMendelsohn, LLC | 10 | 10 | 1.02% | 3.54% | 7.14% | Q2 2021 | Q3 2023 | 10 |
Krilogy Financial LLC | 10 | 10 | 0.03% | 0.19% | 0.39% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.03% | 0.45% | 1.35% | Q1 2021 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.18% | 0.49% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Stockman Wealth Management, Inc. | 10 | 10 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.14% | 0.25% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.06% | 0.15% | Q2 2021 | Q3 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.01% | 2.55% | 8.10% | Q2 2021 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.01% | 0.05% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Retirement Group, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Indie Asset Partners, LLC | 10 | 10 | 0.29% | 0.47% | 0.62% | Q2 2021 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 10 | 10 | 3.42% | 6.22% | 9.35% | Q3 2021 | Q4 2023 | 10 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.22% | 1.48% | 2.37% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.56% | 0.85% | Q2 2021 | Q3 2023 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 9 | 9 | 1.02% | 1.11% | 1.23% | Q3 2021 | Q3 2023 | 9 |
Wealth Management Partners, LLC | 9 | 9 | 0.25% | 0.32% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.03% | 0.29% | 0.54% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 9 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Capital Advisors Wealth Management, LLC | 9 | 9 | 1.68% | 4.36% | 7.32% | Q3 2021 | Q3 2023 | 9 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 8 | 1 | 1.70% | 2.21% | 2.61% | Q2 2021 | Q3 2023 | 9 |
KMG FIDUCIARY PARTNERS, LLC | 9 | 9 | 0.04% | 0.45% | 0.77% | Q3 2021 | Q3 2023 | 9 |
Accuvest Global Advisors | 9 | 9 | 0.33% | 2.02% | 2.88% | Q3 2021 | Q3 2023 | 9 |
Hudson Capital Management LLC | 9 | 9 | 0.66% | 3.86% | 4.68% | Q3 2021 | Q3 2023 | 9 |
IPG Investment Advisors LLC | 5 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.26% | 1.17% | 2.15% | Q2 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.03% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Visionary Wealth Advisors | 9 | 9 | 0.08% | 0.36% | 0.59% | Q3 2021 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Derbend Asset Management | 9 | 9 | 4.99% | 8.65% | 12.17% | Q3 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.01% | 0.04% | 0.16% | Q2 2021 | Q2 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.31% | 0.45% | 0.67% | Q3 2021 | Q3 2023 | 9 |
Gradient Investments LLC | 9 | 9 | 1.13% | 1.36% | 1.72% | Q3 2021 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.05% | 0.15% | 0.30% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.01% | 1.01% | 2.02% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.00% | 0.05% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Wealth Dimensions Group, Ltd. | 9 | 9 | 0.38% | 0.50% | 0.60% | Q3 2021 | Q3 2023 | 9 |
VICUS CAPITAL | 9 | 9 | 0.10% | 0.15% | 0.25% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
UBS Group AG | 9 | 9 | 0.00% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.23% | 1.06% | 2.18% | Q3 2021 | Q3 2023 | 9 |
Meridian Financial Partners LLC | 9 | 9 | 0.14% | 3.86% | 12.02% | Q3 2021 | Q3 2023 | 9 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 9 | 9 | 0.22% | 3.02% | 5.55% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.68% | 1.66% | 2.64% | Q4 2021 | Q4 2023 | 9 |
AVALON CAPITAL MANAGEMENT | 9 | 9 | 3.59% | 4.15% | 5.23% | Q3 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.22% | 0.30% | Q2 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.44% | 0.65% | 1.13% | Q4 2021 | Q4 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.08% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Clear Creek Financial Management, LLC | 5 | 4 | 0.04% | 0.26% | 0.54% | Q2 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 9 |
Cooper Financial Group | 9 | 9 | 0.12% | 1.85% | 2.75% | Q3 2021 | Q3 2023 | 9 |
Wagner Wealth Management, LLC | 9 | 9 | 0.05% | 4.19% | 8.87% | Q3 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 9 | 9 | 0.01% | 0.41% | 0.81% | Q3 2021 | Q3 2023 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 9 | 9 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.01% | 0.08% | 0.22% | Q3 2021 | Q3 2023 | 9 |
BEAM WEALTH ADVISORS, INC. | 9 | 9 | 0.55% | 1.41% | 2.38% | Q3 2021 | Q3 2023 | 9 |
HBW ADVISORY SERVICES LLC | 9 | 9 | 0.07% | 3.65% | 5.89% | Q3 2021 | Q3 2023 | 9 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.06% | 0.20% | 0.43% | Q3 2021 | Q3 2023 | 9 |
EPG Wealth Management LLC | 9 | 9 | 0.04% | 0.19% | 0.36% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.26% | 0.60% | Q3 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.06% | 0.13% | 0.25% | Q3 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.03% | 0.11% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Mutual Advisors, LLC | 9 | 9 | 0.02% | 0.42% | 0.87% | Q3 2021 | Q3 2023 | 9 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.08% | 0.32% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.18% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Sage Advisory Services, Ltd.Co. | 8 | 8 | 1.38% | 5.19% | 9.48% | Q4 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.36% | 0.44% | 0.48% | Q1 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.39% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 8 | 8 | 0.07% | 0.22% | 0.49% | Q4 2021 | Q3 2023 | 8 |
RPg Family Wealth Advisory, LLC | 8 | 8 | 0.00% | 1.08% | 1.87% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.22% | 2.16% | 2.72% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 2.04% | 3.57% | 4.27% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
American Money Management, LLC | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Blue Chip Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.41% | 0.59% | 0.69% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.00% | 0.09% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.17% | 1.62% | 2.47% | Q4 2021 | Q3 2023 | 8 |
STEPHENS INC /AR/ | 8 | 8 | 0.00% | 0.16% | 0.37% | Q4 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.03% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.65% | 1.51% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.02% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 4.70% | 5.54% | 6.88% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.74% | 1.53% | 2.40% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 3.13% | 3.73% | 4.21% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.28% | 1.13% | 2.31% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.16% | 1.44% | 3.81% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.37% | 0.44% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Vigilare Wealth Management | 8 | 8 | 0.38% | 0.79% | 1.64% | Q1 2022 | Q4 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.31% | 2.69% | 4.27% | Q4 2021 | Q3 2023 | 8 |
TCG Advisory Services, LLC | 8 | 8 | 0.28% | 1.61% | 2.54% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 8 | 8 | 0.11% | 0.57% | 0.97% | Q4 2021 | Q3 2023 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.01% | 0.25% | 0.67% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Legacy Bridge, LLC | 8 | 8 | 1.05% | 1.19% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.38% | 0.62% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 4 | 4 | 0.26% | 1.74% | 2.96% | Q2 2021 | Q2 2023 | 8 |
Clarity Wealth Advisors, LLC | 8 | 8 | 0.10% | 0.60% | 1.06% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.83% | 1.79% | 2.38% | Q4 2021 | Q3 2023 | 8 |
RBA Wealth Management, LLC | 8 | 8 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CAHILL FINANCIAL ADVISORS INC | 7 | 1 | 0.04% | 0.31% | 0.47% | Q3 2021 | Q3 2023 | 8 |
PATTEN & PATTEN INC/TN | 8 | 8 | 0.61% | 1.17% | 1.70% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.19% | 0.81% | 1.91% | Q4 2021 | Q3 2023 | 8 |
LVZ, Inc. | 8 | 8 | 0.14% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
JSF Financial, LLC | 8 | 8 | 0.10% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.26% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Bristlecone Advisors, LLC | 8 | 8 | 0.10% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.01% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Sandbox Financial Partners, LLC | 8 | 8 | 0.19% | 2.50% | 4.84% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 8 | 0.00% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 6 | 2 | 0.01% | 0.23% | 0.83% | Q3 2021 | Q3 2023 | 8 |
Curran Financial Partners, LLC | 8 | 8 | 0.59% | 3.03% | 4.48% | Q4 2021 | Q3 2023 | 8 |
Geneos Wealth Management Inc. | 8 | 8 | 0.01% | 0.26% | 0.37% | Q4 2021 | Q3 2023 | 8 |
D'Orazio & Associates, Inc. | 8 | 8 | 0.67% | 3.34% | 6.27% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.01% | 0.44% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.03% | 0.73% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.02% | 0.37% | 0.64% | Q4 2021 | Q3 2023 | 8 |
FAGAN ASSOCIATES, INC. | 8 | 8 | 0.90% | 1.47% | 2.01% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.03% | 0.11% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.06% | 0.29% | 0.51% | Q4 2021 | Q3 2023 | 8 |
WFA of San Diego, LLC | 8 | 8 | 0.75% | 1.07% | 1.46% | Q4 2021 | Q3 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.56% | 1.08% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Caprock Group, LLC | 8 | 8 | 0.02% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.03% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Newport Capital Group, LLC | 6 | 2 | 0.83% | 1.57% | 2.54% | Q3 2021 | Q3 2023 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 2.14% | 2.68% | 3.28% | Q4 2021 | Q3 2023 | 8 |
SFMG, LLC | 7 | 7 | 0.08% | 0.66% | 1.03% | Q1 2022 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.01% | 2.24% | 3.45% | Q1 2022 | Q3 2023 | 7 |
YorkBridge Wealth Partners, LLC | 5 | 2 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2022 | 7 |
Members Advisory Group LLC | 7 | 7 | 0.85% | 1.63% | 3.53% | Q1 2022 | Q3 2023 | 7 |
HOWARD FINANCIAL SERVICES, LTD. | 7 | 7 | 0.12% | 0.28% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.10% | 0.36% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.05% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Peregrine Asset Advisers, Inc. | 7 | 7 | 0.39% | 1.49% | 1.88% | Q3 2020 | Q1 2022 | 7 |
Windsor Wealth Management, Inc. | 7 | 7 | 0.08% | 0.60% | 0.91% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.18% | 0.36% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Mayfair Advisory Group, LLC | 7 | 7 | 0.61% | 3.01% | 6.01% | Q1 2022 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ETFIDEA, LLC | 5 | 2 | 0.09% | 0.59% | 1.02% | Q4 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.04% | 1.56% | 2.56% | Q1 2022 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 7 | 7 | 0.81% | 0.91% | 1.03% | Q1 2022 | Q3 2023 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.26% | 0.91% | 1.35% | Q4 2021 | Q2 2023 | 7 |
Fragasso Group Inc. | 7 | 7 | 0.22% | 1.49% | 2.17% | Q2 2022 | Q4 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.23% | 0.66% | Q4 2021 | Q3 2023 | 7 |
APPLETON PARTNERS INC/MA | 7 | 7 | 0.04% | 0.49% | 0.95% | Q2 2022 | Q4 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.17% | 0.36% | 0.51% | Q1 2022 | Q3 2023 | 7 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.48% | 21.71% | 45.71% | Q4 2021 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.02% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.01% | 0.42% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Bouchey Financial Group Ltd | 7 | 7 | 1.53% | 2.74% | 3.47% | Q1 2022 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Pacific Center for Financial Services | 4 | 3 | 0.10% | 6.17% | 11.35% | Q4 2021 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.16% | 0.67% | 1.06% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 1.66% | 2.89% | 3.53% | Q4 2021 | Q2 2023 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 1.64% | 1.91% | 2.07% | Q1 2022 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 3.24% | 4.15% | 5.04% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.03% | 0.33% | 1.20% | Q1 2022 | Q3 2023 | 7 |
Columbus Macro, LLC | 7 | 7 | 0.08% | 0.21% | 0.28% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.05% | 0.38% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.12% | 0.61% | 1.41% | Q2 2021 | Q4 2022 | 7 |
Interchange Capital Partners, LLC | 7 | 7 | 1.00% | 1.59% | 1.94% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.70% | 1.71% | Q1 2021 | Q2 2023 | 7 |
NWAM LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.13% | 1.71% | 3.78% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.16% | 1.05% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Stratos Investment Management, LLC | 5 | 2 | 0.04% | 0.73% | 2.18% | Q4 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.37% | 1.26% | 3.05% | Q1 2022 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.01% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
BANK OF MONTREAL /CAN/ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Leelyn Smith, LLC | 7 | 7 | 0.05% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q4 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.05% | 0.26% | 0.41% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.31% | 0.54% | 0.70% | Q4 2021 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.06% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 1.09% | 1.21% | 1.27% | Q1 2022 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.01% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.26% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Financial Futures Ltd Liability Co. | 7 | 7 | 4.81% | 7.72% | 10.32% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.13% | 0.25% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Executive Wealth Management, LLC | 7 | 7 | 0.25% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.46% | 1.60% | 3.15% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Westshore Wealth, LLC | 7 | 7 | 2.60% | 3.25% | 3.73% | Q4 2021 | Q2 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.06% | 0.41% | 0.61% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.22% | 2.62% | 4.05% | Q2 2022 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.39% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WealthPlan Investment Management, LLC | 6 | 6 | 0.47% | 0.54% | 0.63% | Q3 2022 | Q4 2023 | 6 |
Smallwood Wealth Investment Management, LLC | 6 | 6 | 0.26% | 0.38% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Stegent Equity Advisors, Inc. | 6 | 6 | 2.16% | 2.37% | 2.54% | Q2 2022 | Q3 2023 | 6 |
Fortress Wealth Management, Inc. | 6 | 6 | 1.66% | 2.59% | 3.41% | Q2 2022 | Q3 2023 | 6 |
Lebenthal Global Advisors, LLC | 6 | 6 | 10.03% | 13.21% | 15.23% | Q2 2022 | Q3 2023 | 6 |
Moser Wealth Advisors, LLC | 4 | 2 | 0.37% | 0.81% | 1.07% | Q1 2022 | Q3 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 1 | 0.10% | 0.20% | 0.38% | Q1 2022 | Q3 2023 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 7.22% | 8.45% | 9.54% | Q1 2022 | Q2 2023 | 6 |
Somerset Trust Co | 6 | 6 | 0.15% | 0.36% | 0.57% | Q3 2022 | Q4 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.22% | 0.53% | 0.65% | Q2 2022 | Q3 2023 | 6 |
COUNTRY CLUB BANK /GFN | 6 | 6 | 0.37% | 0.75% | 0.99% | Q2 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Independence Bank of Kentucky | 6 | 6 | 0.04% | 0.08% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 5 | 1 | 0.05% | 0.11% | 0.17% | Q2 2021 | Q1 2023 | 6 |
Atria Investments, Inc | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
C2C Wealth Management, LLC | 4 | 2 | 0.07% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
EUDAIMONIA ADVISORS LLC | 6 | 6 | 0.37% | 1.09% | 1.42% | Q2 2022 | Q3 2023 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.11% | 3.08% | 4.23% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 0.16% | 0.50% | 1.19% | Q2 2022 | Q3 2023 | 6 |
Summit X, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.29% | 0.66% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.03% | 0.08% | 0.19% | Q2 2021 | Q3 2022 | 6 |
Coastal Bridge Advisors, LLC | 6 | 6 | 0.53% | 4.75% | 6.96% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
MBA Advisors LLC | 6 | 6 | 2.12% | 2.80% | 3.18% | Q2 2022 | Q3 2023 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.03% | 0.09% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Compass Ion Advisors, LLC | 6 | 6 | 0.26% | 10.68% | 14.84% | Q2 2022 | Q3 2023 | 6 |
Beck Bode, LLC | 6 | 6 | 0.76% | 0.80% | 0.84% | Q2 2022 | Q3 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
RETIREMENT GUYS FORMULA LLC | 6 | 6 | 2.03% | 3.18% | 4.22% | Q2 2022 | Q3 2023 | 6 |
AVAII WEALTH MANAGEMENT, LLC | 6 | 6 | 0.37% | 1.96% | 2.60% | Q2 2022 | Q3 2023 | 6 |
PEAK FINANCIAL ADVISORS LLC | 6 | 6 | 0.49% | 2.59% | 5.62% | Q1 2022 | Q2 2023 | 6 |
Alpha Cubed Investments, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 6 |
F3Logic, LLC | 6 | 6 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q4 2022 | 6 |
Simplicity Solutions, LLC | 6 | 6 | 0.05% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Atlantic Union Bankshares Corp | 6 | 6 | 2.44% | 3.46% | 3.95% | Q2 2022 | Q3 2023 | 6 |
TORONTO DOMINION BANK | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.29% | 0.36% | Q2 2022 | Q3 2023 | 6 |
&PARTNERS | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.02% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Principle Wealth Partners LLC | 6 | 6 | 0.03% | 0.12% | 0.58% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cadence Bank | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 3 | 3 | 0.32% | 0.42% | 0.64% | Q4 2021 | Q3 2023 | 6 |
Roof Eidam Maycock Peralta, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.07% | 0.22% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.04% | 0.11% | 0.26% | Q2 2022 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.16% | 0.28% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Reitz Capital Advisors LLC | 6 | 6 | 1.06% | 9.60% | 21.73% | Q2 2022 | Q3 2023 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 0.25% | 0.31% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Mechanics Bank Trust Department | 6 | 6 | 0.48% | 1.32% | 2.06% | Q2 2022 | Q3 2023 | 6 |
Wick Capital Partners, LLC | 6 | 6 | 3.03% | 4.71% | 7.06% | Q2 2022 | Q3 2023 | 6 |
Prentice Wealth Management LLC | 6 | 6 | 2.90% | 5.78% | 14.45% | Q2 2022 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.40% | 0.78% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Archer Investment Corp | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 6 |
Sovereign Financial Group, Inc. | 6 | 6 | 0.15% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 1.90% | 4.67% | Q2 2022 | Q4 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.05% | 0.30% | 0.51% | Q2 2022 | Q3 2023 | 6 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.09% | 0.64% | 2.43% | Q1 2022 | Q3 2023 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.03% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.09% | 0.19% | Q3 2022 | Q3 2023 | 5 |
WEALTH EFFECTS LLC | 5 | 5 | 0.42% | 0.71% | 0.96% | Q3 2022 | Q3 2023 | 5 |
American Planning Services, Inc. | 5 | 5 | 0.46% | 9.54% | 15.68% | Q3 2022 | Q3 2023 | 5 |
Navis Wealth Advisors, LLC | 4 | 1 | 0.11% | 0.41% | 0.57% | Q4 2020 | Q3 2023 | 5 |
ELCO Management Co., LLC | 5 | 5 | 0.88% | 0.95% | 1.12% | Q3 2022 | Q3 2023 | 5 |
HERBST GROUP, LLC | 5 | 5 | 0.91% | 1.20% | 1.54% | Q3 2022 | Q3 2023 | 5 |
Badgley Phelps Wealth Managers, LLC | 5 | 5 | 0.68% | 0.91% | 1.33% | Q4 2021 | Q4 2022 | 5 |
COURIER CAPITAL LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
3EDGE Asset Management, LP | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.17% | 1.74% | 7.44% | Q3 2021 | Q3 2022 | 5 |
New England Private Wealth Advisors LLC | 5 | 5 | 0.10% | 0.91% | 1.44% | Q3 2022 | Q3 2023 | 5 |
Financial Partners Group, Inc | 5 | 5 | 3.87% | 5.45% | 5.94% | Q3 2022 | Q3 2023 | 5 |
Bouvel Investment Partners, LLC | 5 | 5 | 5.39% | 6.07% | 6.69% | Q3 2022 | Q3 2023 | 5 |
Astoria Portfolio Advisors LLC. | 5 | 5 | 0.15% | 0.22% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.08% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Signature Wealth Management Partners, LLC | 5 | 5 | 0.81% | 4.51% | 6.89% | Q3 2022 | Q3 2023 | 5 |
LifePro Asset Management | 5 | 5 | 0.25% | 0.38% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
COLUMBIA ADVISORY PARTNERS LLC | 5 | 5 | 0.27% | 0.46% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 2.96% | 4.58% | 5.52% | Q3 2022 | Q3 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 2.30% | 4.07% | 5.36% | Q3 2022 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Consilium Wealth Advisory, LLC | 5 | 5 | 1.62% | 3.73% | 6.27% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.04% | 0.07% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Crestmont Private Wealth LLC | 5 | 5 | 0.24% | 0.38% | 0.46% | Q2 2022 | Q2 2023 | 5 |
Sargent Bickham Lagudis LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Bernardo Wealth Planning LLC | 5 | 5 | 0.21% | 6.34% | 7.91% | Q3 2022 | Q3 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.87% | 2.05% | 2.62% | Q3 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.85% | 3.09% | 4.79% | Q3 2022 | Q3 2023 | 5 |
S.C. Financial Services, Inc. | 5 | 5 | 0.29% | 0.39% | 0.45% | Q4 2021 | Q4 2022 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 2.70% | 2.93% | 3.16% | Q3 2022 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.08% | 0.26% | 0.36% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.15% | 0.29% | 0.38% | Q3 2022 | Q3 2023 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 5 | 5 | 3.62% | 4.86% | 6.30% | Q3 2022 | Q3 2023 | 5 |
Drexel Morgan & Co. | 5 | 5 | 0.10% | 0.25% | 0.42% | Q2 2020 | Q2 2021 | 5 |
FRG Family Wealth Advisors LLC | 5 | 5 | 0.24% | 0.46% | 0.73% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MADDEN SECURITIES Corp | 5 | 5 | 1.20% | 4.94% | 6.70% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 5 | 0.04% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Autumn Glory Partners, LLC | 5 | 5 | 0.29% | 0.54% | 0.66% | Q3 2022 | Q3 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.01% | 0.09% | 0.22% | Q3 2021 | Q3 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.72% | 0.81% | 0.91% | Q3 2022 | Q3 2023 | 5 |
Prosperity Consulting Group, LLC | 5 | 5 | 0.50% | 1.61% | 2.28% | Q3 2022 | Q3 2023 | 5 |
Biechele Royce Advisors | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.36% | 0.47% | 0.55% | Q3 2022 | Q3 2023 | 5 |
BCGM Wealth Management, LLC | 5 | 5 | 0.17% | 1.14% | 2.14% | Q3 2022 | Q3 2023 | 5 |
Mach-1 Financial Group, LLC | 5 | 5 | 0.01% | 0.40% | 1.01% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 5 | 5 | 0.49% | 0.54% | 0.62% | Q4 2022 | Q4 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.06% | 0.22% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Capstone Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Johnson Bixby & Associates, LLC | 5 | 5 | 2.51% | 4.19% | 5.33% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.35% | 0.59% | Q3 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
IVC Wealth Advisors LLC | 5 | 5 | 0.24% | 2.90% | 5.17% | Q3 2022 | Q3 2023 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Rainsberger Wealth Advisors, Inc. | 5 | 5 | 0.37% | 0.51% | 0.63% | Q3 2022 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BTS Asset Management, Inc. | 5 | 5 | 0.24% | 0.46% | 1.00% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.02% | 0.14% | 0.41% | Q2 2021 | Q2 2022 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.07% | 0.48% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2023 | 5 |
SkyOak Wealth, LLC | 5 | 5 | 0.08% | 0.15% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 5 | 5 | 0.19% | 0.48% | 0.68% | Q3 2021 | Q3 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.71% | 0.99% | 1.20% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.90% | 1.18% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 4.48% | 4.71% | 5.08% | Q4 2022 | Q3 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.21% | 1.42% | 2.22% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.33% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 7.17% | 17.30% | 21.98% | Q4 2022 | Q3 2023 | 4 |
INDEPENDENT INVESTORS INC | 4 | 4 | 0.15% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Asio Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.99% | 1.41% | 2.02% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Carson Advisory Inc. | 4 | 4 | 0.21% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 4 | 4 | 0.04% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 8.16% | 8.38% | 8.59% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Pointe Capital Management LLC | 4 | 4 | 0.23% | 0.47% | 0.64% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 3 | 1 | 0.12% | 0.15% | 0.23% | Q2 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.72% | 1.27% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.93% | 1.15% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 4.47% | 4.85% | 5.31% | Q4 2022 | Q3 2023 | 4 |
Lionsbridge Wealth Management LLC | 4 | 4 | 2.05% | 2.18% | 2.35% | Q4 2022 | Q3 2023 | 4 |
Financial Guidance Group, Inc. | 4 | 4 | 6.99% | 7.63% | 7.95% | Q4 2022 | Q3 2023 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 2.52% | 2.76% | 3.05% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.11% | 0.18% | Q4 2021 | Q3 2022 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 1.29% | 1.82% | 2.50% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.62% | 0.71% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Leverty Financial Group, LLC | 4 | 4 | 12.66% | 14.41% | 19.03% | Q4 2022 | Q3 2023 | 4 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.08% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.61% | 0.67% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.57% | 1.64% | 2.53% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.51% | 0.70% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 1.22% | 1.71% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 1.18% | 1.47% | 1.57% | Q4 2022 | Q3 2023 | 4 |
Global Assets Advisory, LLC | 4 | 4 | 1.96% | 3.12% | 3.70% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.82% | 0.87% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.18% | 0.79% | 1.61% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.36% | 0.48% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 0.71% | 1.76% | 4.90% | Q4 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Argent Advisors, Inc. | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Hubbell Strickland Wealth Management, LLC | 4 | 4 | 0.12% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.13% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.94% | 1.17% | 1.32% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.49% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.01% | 0.55% | 0.88% | Q1 2022 | Q3 2023 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.25% | 0.53% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 0.45% | 0.73% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 3.09% | 3.57% | 3.95% | Q4 2022 | Q3 2023 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.02% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 1.01% | 1.51% | 1.82% | Q4 2022 | Q3 2023 | 4 |
Guardian Financial Partners, LLC | 4 | 4 | 0.94% | 3.83% | 8.93% | Q4 2022 | Q3 2023 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.38% | 0.41% | 0.45% | Q4 2022 | Q3 2023 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 1.37% | 1.75% | 1.94% | Q1 2023 | Q4 2023 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Intrepid Financial Planning Group LLC | 4 | 4 | 0.23% | 0.39% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Prostatis Group LLC | 4 | 4 | 0.57% | 0.75% | 0.94% | Q3 2022 | Q2 2023 | 4 |
Concorde Asset Management, LLC | 3 | 1 | 0.53% | 1.98% | 3.60% | Q1 2022 | Q1 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 4 | 1.80% | 2.13% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.18% | 1.71% | 2.58% | Q4 2022 | Q3 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.03% | 0.12% | 0.20% | Q1 2021 | Q4 2021 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.04% | 2.88% | 5.74% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.58% | 1.00% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.98% | 1.40% | 1.85% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 3.91% | 4.08% | 4.28% | Q4 2022 | Q3 2023 | 4 |
WealthSpring Partners, LLC | 4 | 4 | 0.26% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.01% | 0.07% | 0.17% | Q3 2022 | Q2 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 19.44% | 21.70% | 23.30% | Q4 2022 | Q3 2023 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 0.14% | 0.35% | 0.56% | Q4 2022 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.01% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 3 | 1 | 0.07% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.03% | 0.28% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Souders Financial Advisors | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.21% | 1.83% | 2.06% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.28% | 0.38% | 0.56% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Copperwynd Financial, LLC | 4 | 4 | 0.12% | 0.96% | 3.47% | Q3 2022 | Q2 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.03% | 0.21% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 4 | 4 | 0.64% | 0.76% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.09% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 1.67% | 2.34% | 3.24% | Q4 2022 | Q3 2023 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 2.49% | 6.83% | 12.56% | Q3 2022 | Q2 2023 | 4 |
Next Level Private LLC | 4 | 4 | 0.77% | 0.89% | 1.15% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.02% | 0.13% | 0.19% | Q1 2021 | Q2 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 2.78% | 3.40% | 3.69% | Q4 2022 | Q3 2023 | 4 |
Financial Services Advisory Inc | 4 | 4 | 9.45% | 12.37% | 14.90% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.20% | 0.78% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Wright Fund Management, LLC | 4 | 4 | 0.65% | 1.02% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 1.97% | 2.34% | 3.23% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.13% | 0.19% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Security Financial Services, INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q2 2023 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MCIA Inc | 4 | 4 | 0.11% | 0.26% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Arcus Capital Partners, LLC | 4 | 4 | 0.48% | 0.55% | 0.63% | Q3 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 3 | 3 | 0.19% | 0.31% | 0.38% | Q1 2023 | Q3 2023 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.64% | 1.14% | 1.41% | Q1 2023 | Q3 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.50% | 0.64% | 0.75% | Q1 2023 | Q3 2023 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 1.25% | 1.40% | 1.49% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Wealth Management, LLC | 2 | 1 | 8.27% | 8.76% | 9.15% | Q3 2022 | Q2 2023 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 3 |
Integrity Advisory, LLC | 3 | 3 | 1.33% | 1.77% | 2.24% | Q2 2022 | Q4 2022 | 3 |
Caerus Investment Advisors, LLC | 3 | 3 | 1.17% | 4.75% | 10.88% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
VALICENTI ADVISORY SERVICES INC | 3 | 3 | 0.76% | 1.02% | 1.50% | Q3 2022 | Q1 2023 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.00% | 2.59% | 4.98% | Q1 2023 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.01% | 0.21% | 0.31% | Q4 2021 | Q2 2022 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.04% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Samalin Investment Counsel, LLC | 3 | 3 | 0.16% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Atlas Brown,Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 2.14% | 5.09% | 6.96% | Q1 2023 | Q3 2023 | 3 |
Goodwin Investment Advisory | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 1.72% | 4.36% | 5.96% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 1.01% | 1.05% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Bricktown Capital, LLC | 2 | 1 | 0.47% | 2.01% | 3.80% | Q4 2022 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 1.11% | 2.05% | 2.96% | Q1 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.30% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.18% | 0.21% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.82% | 1.22% | 1.49% | Q1 2023 | Q3 2023 | 3 |
LOWERY THOMAS, LLC | 3 | 3 | 2.31% | 2.46% | 2.60% | Q1 2023 | Q3 2023 | 3 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.06% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.81% | 0.88% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GILL CAPITAL PARTNERS, LLC | 3 | 3 | 0.65% | 0.81% | 0.94% | Q2 2023 | Q4 2023 | 3 |
Goldstein Advisors, LLC | 3 | 3 | 3.46% | 3.52% | 3.56% | Q1 2023 | Q3 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Moss Adams Wealth Advisors LLC | 3 | 3 | 16.32% | 16.64% | 17.10% | Q1 2023 | Q3 2023 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 1.08% | 1.45% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.19% | 0.24% | 0.33% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.66% | 2.13% | 4.14% | Q2 2023 | Q4 2023 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CASCADE INVESTMENT GROUP, INC. | 3 | 3 | 1.66% | 1.70% | 1.74% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 2.35% | 2.53% | 2.66% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Alpha Financial Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.16% | 3.40% | 5.18% | Q1 2023 | Q3 2023 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
VeraBank, N.A. | 3 | 3 | 1.61% | 2.89% | 3.54% | Q1 2023 | Q3 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 1.54% | 1.75% | 1.96% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ELEMENT POINTE ADVISORS, LLC | 3 | 3 | 4.47% | 4.74% | 4.89% | Q1 2023 | Q3 2023 | 3 |
Lokken Investment Group LLC | 3 | 3 | 0.29% | 0.32% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Rezny Wealth Management, Inc. | 3 | 3 | 2.29% | 2.34% | 2.39% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL COUNSELORS INC | 2 | 1 | 0.01% | 0.10% | 0.26% | Q1 2022 | Q3 2023 | 3 |
Bell Bank | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.20% | 0.54% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Purus Wealth Management, LLC | 3 | 3 | 0.78% | 0.93% | 1.03% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.15% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Rain Capital Management, LLC | 3 | 3 | 2.08% | 2.24% | 2.37% | Q1 2023 | Q3 2023 | 3 |
SNS Financial Group, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Second Half Financial Partners, LLC | 3 | 3 | 4.08% | 8.83% | 11.90% | Q4 2022 | Q2 2023 | 3 |
EWG Elevate Inc. | 3 | 3 | 1.24% | 1.26% | 1.29% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.40% | 0.49% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SimpliFi, Inc. | 3 | 3 | 0.12% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
S.E.E.D. Planning Group LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.19% | 0.34% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.38% | 0.42% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 1.12% | 1.17% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Aspen Wealth Strategies, LLC | 2 | 1 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMG National Trust Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 3 | 3 | 0.11% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CFO4Life Group, LLC | 3 | 3 | 5.87% | 6.08% | 6.47% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.44% | 0.59% | 0.79% | Q3 2021 | Q1 2022 | 3 |
Coulter & Justus Financial Services, LLC | 3 | 3 | 1.07% | 1.18% | 1.26% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 3 | 3 | 0.18% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Thomasville National Bank | 3 | 3 | 0.38% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Element Wealth, LLC | 2 | 1 | 0.12% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.14% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Frontier Asset Management, LLC | 3 | 3 | 0.21% | 0.30% | 0.46% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Corrigan Financial, Inc. | 3 | 3 | 7.70% | 7.84% | 7.96% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.55% | 0.68% | 0.77% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Traynor Capital Management, Inc. | 3 | 3 | 0.08% | 0.36% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Opus Capital Group, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Defender Capital, LLC. | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 3 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.20% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.24% | 0.33% | Q2 2022 | Q4 2022 | 3 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.57% | 0.59% | 0.62% | Q1 2023 | Q3 2023 | 3 |
WEALTHSPAN PARTNERS, LLC | 3 | 3 | 0.44% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 3 | 3 | 2.18% | 3.67% | 6.18% | Q4 2022 | Q2 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.19% | 0.45% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Laird Norton Wetherby Trust Company, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Founders Capital Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Veracity Capital LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 0.36% | 0.40% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 2.86% | 2.89% | 2.94% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 3 | 3 | 0.03% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Family Management Corp | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alliance Wealth Advisors, LLC | 3 | 3 | 0.53% | 0.54% | 0.54% | Q1 2023 | Q3 2023 | 3 |
J2 Capital Management Inc | 2 | 1 | 0.69% | 4.07% | 5.77% | Q2 2022 | Q3 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
TAGStone Capital, Inc. | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Advisor OS, LLC | 3 | 3 | 0.60% | 1.73% | 2.36% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Paradigm, Strategies in Wealth Management, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Security National Bank | 2 | 2 | 0.14% | 0.30% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Altavista Wealth Management, Inc. | 2 | 2 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Vienna Asset Management LLC | 2 | 2 | 1.39% | 3.44% | 5.50% | Q2 2022 | Q3 2022 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 8.40% | 8.45% | 8.50% | Q2 2023 | Q3 2023 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Crescent Grove Advisors, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 5.43% | 5.52% | 5.62% | Q2 2023 | Q3 2023 | 2 |
Coho Partners, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Black Diamond Financial, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.16% | 0.25% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Altman Advisors, Inc. | 2 | 2 | 0.16% | 0.22% | 0.27% | Q3 2022 | Q4 2022 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.39% | 0.43% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 2.95% | 2.97% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealth Alliance | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LEGACY FINANCIAL GROUP, INC. | 2 | 2 | 0.39% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q1 2021 | Q3 2021 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BFSG, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 2.31% | 2.35% | 2.39% | Q3 2022 | Q4 2022 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.15% | 0.27% | 0.38% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Enstar Group LTD | 2 | 2 | 12.90% | 21.91% | 30.92% | Q2 2023 | Q3 2023 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
KLK CAPITAL MANAGEMENT LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Tanglewood Wealth Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q1 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q2 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Hixon Zuercher, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Diversified Portfolios, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cannell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.04% | 0.37% | 0.70% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.30% | 0.45% | 0.61% | Q2 2023 | Q3 2023 | 2 |
CAPITAL CITY TRUST CO/FL | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
L & S Advisors Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.35% | 0.40% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Etesian Wealth Advisors, Inc. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Family Investment Center, Inc. | 2 | 2 | 0.31% | 0.36% | 0.42% | Q2 2023 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 1.15% | 1.43% | 1.70% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 1.88% | 1.96% | 2.04% | Q2 2023 | Q3 2023 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Capital Planning LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.55% | 0.82% | 1.10% | Q3 2021 | Q4 2021 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Columbia Asset Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
IMS Capital Management | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.64% | 1.17% | 1.70% | Q4 2022 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CPA Asset Management LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.23% | 0.34% | 0.45% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 1.15% | 1.16% | 1.17% | Q2 2022 | Q3 2022 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 0.56% | 1.40% | 2.23% | Q2 2023 | Q3 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CORRADO ADVISORS, LLC | 2 | 2 | 0.17% | 0.27% | 0.37% | Q4 2020 | Q1 2021 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.36% | 0.39% | Q4 2022 | Q1 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 4.11% | 4.17% | 4.24% | Q2 2023 | Q3 2023 | 2 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.18% | 0.53% | 0.88% | Q2 2023 | Q3 2023 | 2 |
Strong Tower Advisory Services | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Goepper Burkhardt LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2022 | Q3 2022 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.38% | 0.39% | 0.41% | Q3 2021 | Q4 2021 | 2 |
Naviter Wealth, LLC | 2 | 2 | 1.51% | 1.56% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Marion Wealth Management | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q1 2023 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q2 2021 | Q3 2021 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 3.11% | 3.74% | 4.37% | Q2 2023 | Q3 2023 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 2 | 2 | 0.13% | 0.18% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.41% | 0.98% | 1.55% | Q2 2023 | Q3 2023 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Breakwater Capital Group | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HILLTOP WEALTH ADVISORS, LLC | 2 | 2 | 14.51% | 14.72% | 14.94% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
WEALTH MANAGEMENT RESOURCES, INC. | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q3 2021 | Q4 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Ameritas Investment Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Coastline Trust Co | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Running Point Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Chronos Wealth Management, LLC | 2 | 2 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q3 2023 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.15% | 0.19% | 0.24% | Q4 2022 | Q1 2023 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.92% | 1.05% | 1.18% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.62% | 0.62% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q1 2022 | Q1 2022 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Blue Investment Partners LLC | 1 | 1 | 4.75% | 4.75% | 4.75% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2023 | Q1 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 9.16% | 9.16% | 9.16% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 8.09% | 8.09% | 8.09% | Q3 2023 | Q3 2023 | 1 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Team Hewins, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 5.38% | 5.38% | 5.38% | Q2 2023 | Q2 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Balentine LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KRAFT ASSET MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
First National Advisers, LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2023 | Q3 2023 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2022 | Q3 2022 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Evergreen Wealth Management, LLC | 1 | 1 | 4.41% | 4.41% | 4.41% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 4.44% | 4.44% | 4.44% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Navalign, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2023 | Q3 2023 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MAS Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
American Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Marks Wealth, LLC | 1 | 1 | 89.20% | 89.20% | 89.20% | Q2 2023 | Q2 2023 | 1 |
Marotta Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Mendel Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own J P MORGAN EXCHANGE TRADED F or have owned J P MORGAN EXCHANGE TRADED F in the past.