Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 26 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 22 | 2 | 0.00% | 0.11% | 0.23% | Q3 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 23 | 23 | 0.00% | 0.19% | 0.46% | Q1 2018 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 24 |
Ancora Advisors LLC | 24 | 24 | 0.01% | 1.24% | 1.92% | Q4 2017 | Q3 2023 | 24 |
Lowe Wealth Advisors, LLC | 24 | 24 | 0.62% | 3.54% | 5.96% | Q1 2018 | Q4 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.40% | 3.41% | 6.42% | Q4 2017 | Q3 2023 | 24 |
APPLETON PARTNERS INC/MA | 24 | 24 | 0.65% | 3.53% | 5.90% | Q1 2018 | Q4 2023 | 24 |
Cetera Advisors LLC | 23 | 23 | 0.01% | 0.34% | 0.98% | Q1 2018 | Q3 2023 | 23 |
Horan Capital Advisors, LLC. | 23 | 23 | 2.62% | 5.46% | 8.58% | Q1 2018 | Q3 2023 | 23 |
TIEMANN INVESTMENT ADVISORS, LLC | 23 | 23 | 0.21% | 1.86% | 3.48% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.02% | 0.19% | 0.49% | Q1 2018 | Q3 2023 | 23 |
Parkside Investments, LLC | 23 | 23 | 0.70% | 1.70% | 4.53% | Q1 2018 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.14% | 0.34% | 0.57% | Q1 2018 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Windsor Capital Management, LLC | 23 | 23 | 0.16% | 1.79% | 2.50% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.17% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Roof Eidam Maycock Peralta, LLC | 23 | 23 | 0.95% | 6.28% | 14.27% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 20 | 3 | 0.01% | 0.14% | 0.78% | Q4 2017 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.21% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Prospera Financial Services Inc | 23 | 23 | 0.01% | 0.20% | 1.27% | Q1 2018 | Q3 2023 | 23 |
Alpha Omega Wealth Management LLC | 23 | 23 | 0.01% | 3.79% | 8.24% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.17% | 0.32% | Q1 2018 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 23 | 23 | 0.01% | 0.61% | 1.12% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.31% | 0.66% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.01% | 0.32% | 0.68% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.17% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Main Management LLC | 23 | 23 | 0.05% | 1.25% | 6.00% | Q1 2018 | Q3 2023 | 23 |
Continuum Advisory, LLC | 22 | 22 | 0.22% | 1.18% | 2.79% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.02% | 0.32% | 0.77% | Q1 2016 | Q3 2023 | 22 |
NOVARE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.29% | 1.13% | 1.93% | Q2 2018 | Q3 2023 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.42% | 0.99% | 1.43% | Q2 2018 | Q3 2023 | 22 |
Avestar Capital, LLC | 22 | 22 | 0.00% | 1.85% | 5.40% | Q2 2018 | Q3 2023 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.14% | 2.01% | 4.38% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.12% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.32% | 1.73% | 2.64% | Q2 2018 | Q3 2023 | 22 |
Sand Hill Global Advisors, LLC | 22 | 22 | 0.20% | 0.75% | 1.40% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WEALTHSOURCE PARTNERS, LLC | 22 | 22 | 0.06% | 0.45% | 1.30% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.09% | 0.46% | 0.78% | Q2 2018 | Q3 2023 | 22 |
Gratus Capital, LLC | 22 | 22 | 0.05% | 0.79% | 1.80% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.64% | 1.58% | Q2 2018 | Q3 2023 | 22 |
Sanctuary Wealth Management, L.L.C. | 19 | 1 | 0.39% | 10.76% | 69.62% | Q1 2010 | Q3 2023 | 22 |
Legacy Private Trust Co. | 22 | 22 | 0.47% | 1.13% | 1.90% | Q2 2018 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 17 | 5 | 0.02% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Cornerstone Advisory, LLC | 22 | 22 | 2.75% | 4.90% | 7.38% | Q2 2018 | Q3 2023 | 22 |
Northwest Capital Management Inc | 22 | 22 | 0.39% | 3.78% | 8.27% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.23% | 3.62% | 10.77% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.06% | 0.18% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.07% | 0.41% | 0.96% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.19% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.07% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.02% | 0.77% | 1.79% | Q2 2018 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.01% | 0.32% | 1.53% | Q2 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 22 | 22 | 0.03% | 1.40% | 2.99% | Q2 2018 | Q3 2023 | 22 |
Evensky & Katz LLC | 22 | 22 | 0.00% | 1.99% | 2.79% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.05% | 1.02% | 3.60% | Q2 2018 | Q3 2023 | 22 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.03% | 1.37% | 3.23% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Glovista Investments LLC | 20 | 1 | 0.18% | 2.98% | 9.04% | Q2 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.03% | 0.21% | 0.52% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 21 | 0.03% | 0.12% | 0.49% | Q3 2018 | Q3 2023 | 21 |
BFSG, LLC | 21 | 21 | 0.41% | 1.13% | 2.31% | Q3 2018 | Q3 2023 | 21 |
TERRIL BROTHERS, INC. | 21 | 21 | 0.10% | 3.33% | 14.77% | Q3 2018 | Q3 2023 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.06% | 1.69% | 2.48% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.16% | 1.39% | Q3 2018 | Q3 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 0.17% | 1.81% | 2.78% | Q3 2018 | Q3 2023 | 21 |
BLB&B Advisors, LLC | 21 | 21 | 0.05% | 0.34% | 0.66% | Q3 2018 | Q3 2023 | 21 |
EVERMAY WEALTH MANAGEMENT LLC | 21 | 21 | 1.14% | 9.17% | 12.78% | Q3 2018 | Q3 2023 | 21 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.02% | 0.80% | 2.67% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.03% | 0.08% | 0.25% | Q2 2018 | Q3 2023 | 21 |
Baird Financial Group, Inc. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q3 2023 | 21 |
AllSquare Wealth Management LLC | 21 | 21 | 0.04% | 0.25% | 0.95% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Gradient Capital Advisors, LLC | 21 | 21 | 0.83% | 3.79% | 6.96% | Q3 2018 | Q3 2023 | 21 |
Dakota Wealth Management | 14 | 7 | 0.31% | 0.69% | 1.08% | Q2 2018 | Q3 2023 | 21 |
Integrated Wealth Concepts LLC | 21 | 21 | 0.01% | 0.19% | 0.82% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.03% | 0.08% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Acorn Wealth Advisors, LLC | 21 | 21 | 1.14% | 3.68% | 6.32% | Q3 2018 | Q3 2023 | 21 |
Vantage Financial Partners Ltd., Inc. | 21 | 21 | 0.19% | 1.52% | 3.57% | Q3 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.01% | 0.10% | 0.32% | Q2 2018 | Q3 2023 | 21 |
Abbrea Capital, LLC | 21 | 21 | 0.68% | 4.04% | 6.66% | Q3 2018 | Q3 2023 | 21 |
Sandy Spring Bank | 21 | 21 | 0.00% | 0.18% | 0.49% | Q3 2018 | Q3 2023 | 21 |
Arcus Capital Partners, LLC | 21 | 21 | 0.70% | 6.50% | 23.66% | Q3 2018 | Q3 2023 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.08% | 0.24% | 0.44% | Q3 2018 | Q3 2023 | 21 |
REDW Wealth LLC | 21 | 21 | 2.40% | 20.97% | 36.83% | Q3 2018 | Q3 2023 | 21 |
Blue Chip Partners, LLC | 21 | 21 | 0.17% | 0.71% | 4.95% | Q3 2018 | Q3 2023 | 21 |
TD Capital Management LLC | 21 | 21 | 0.01% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Cornerstone Management, Inc. | 21 | 21 | 7.14% | 14.92% | 21.52% | Q3 2018 | Q3 2023 | 21 |
IMS Capital Management | 20 | 1 | 0.20% | 2.70% | 5.21% | Q2 2018 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 20 | 1 | 0.04% | 1.36% | 4.72% | Q2 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.43% | 0.85% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 21 | 21 | 0.01% | 0.09% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 21 | 21 | 0.13% | 0.86% | 2.25% | Q3 2018 | Q3 2023 | 21 |
SAGE FINANCIAL GROUP INC | 21 | 21 | 0.19% | 2.96% | 11.12% | Q3 2018 | Q3 2023 | 21 |
CFO4Life Group, LLC | 21 | 21 | 0.16% | 0.70% | 1.06% | Q3 2018 | Q3 2023 | 21 |
Venturi Wealth Management, LLC | 12 | 9 | 0.05% | 0.39% | 1.48% | Q2 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 5.03% | 16.23% | Q3 2018 | Q3 2023 | 21 |
MONECO Advisors, LLC | 20 | 20 | 0.23% | 0.82% | 2.25% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.07% | 0.33% | Q4 2018 | Q3 2023 | 20 |
American Money Management, LLC | 20 | 20 | 0.58% | 1.34% | 1.95% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.31% | 1.52% | 3.05% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.48% | 4.19% | 13.26% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.07% | 1.42% | 2.42% | Q4 2018 | Q3 2023 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 20 | 20 | 0.06% | 1.47% | 2.26% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.04% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 1.30% | 1.77% | 2.95% | Q4 2018 | Q3 2023 | 20 |
Krilogy Financial LLC | 19 | 1 | 0.03% | 0.51% | 2.22% | Q3 2018 | Q3 2023 | 20 |
Affiance Financial, LLC | 20 | 20 | 0.12% | 1.72% | 3.77% | Q4 2018 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 20 | 20 | 2.30% | 5.70% | 9.30% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 1.85% | 6.54% | Q4 2018 | Q3 2023 | 20 |
Klingman & Associates, LLC | 20 | 20 | 0.21% | 4.55% | 14.45% | Q4 2018 | Q3 2023 | 20 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 20 | 20 | 0.05% | 1.05% | 1.94% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 18 | 2 | 0.01% | 0.08% | 0.57% | Q3 2018 | Q3 2023 | 20 |
Biechele Royce Advisors | 13 | 7 | 0.09% | 0.17% | 0.24% | Q2 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.19% | 0.42% | Q3 2018 | Q3 2023 | 20 |
Chesley Taft & Associates LLC | 20 | 20 | 0.02% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 15 | 5 | 0.02% | 0.21% | 0.69% | Q3 2018 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 20 | 20 | 0.01% | 0.35% | 2.27% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 20 | 20 | 0.04% | 0.08% | 0.21% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.48% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Tarbox Family Office, Inc. | 20 | 20 | 0.06% | 0.66% | 1.74% | Q4 2018 | Q3 2023 | 20 |
AJ WEALTH STRATEGIES, LLC | 20 | 20 | 0.24% | 2.14% | 6.63% | Q3 2018 | Q2 2023 | 20 |
Allen Capital Group, LLC | 17 | 3 | 1.08% | 6.11% | 10.68% | Q3 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 20 | 20 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Avantax Planning Partners, Inc. | 11 | 9 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Capital Planning Advisors, LLC | 20 | 20 | 0.08% | 1.26% | 4.91% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 20 | 20 | 0.02% | 0.45% | 3.43% | Q4 2018 | Q3 2023 | 20 |
Strategic Wealth Partners, Ltd. | 20 | 20 | 0.11% | 0.50% | 2.00% | Q2 2018 | Q1 2023 | 20 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.34% | 2.13% | Q4 2018 | Q3 2023 | 20 |
FCA CORP /TX | 20 | 20 | 0.22% | 0.61% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.01% | 0.12% | 0.28% | Q4 2018 | Q3 2023 | 20 |
WEBSTER BANK, N. A. | 20 | 20 | 0.09% | 1.75% | 4.48% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 14 | 6 | 0.00% | 0.29% | 1.01% | Q2 2018 | Q3 2023 | 20 |
Windsor Wealth Management, Inc. | 15 | 5 | 0.04% | 0.11% | 0.24% | Q3 2018 | Q3 2023 | 20 |
M&R CAPITAL MANAGEMENT INC | 20 | 20 | 0.08% | 2.53% | 3.96% | Q1 2019 | Q4 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.07% | 0.33% | 1.17% | Q4 2018 | Q3 2023 | 20 |
Moors & Cabot, Inc. | 20 | 20 | 0.02% | 0.17% | 0.36% | Q2 2018 | Q1 2023 | 20 |
Compass Financial Group, Inc. | 20 | 20 | 4.78% | 7.81% | 13.79% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.05% | 4.26% | 6.98% | Q4 2018 | Q3 2023 | 20 |
New England Private Wealth Advisors LLC | 20 | 20 | 0.09% | 0.19% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.16% | 0.48% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.22% | 0.46% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL TRUST CO | 20 | 20 | 0.26% | 0.57% | 1.23% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 20 | 20 | 0.14% | 0.62% | 1.56% | Q3 2018 | Q2 2023 | 20 |
INSIGHT 2811, INC. | 20 | 20 | 0.89% | 1.27% | 1.70% | Q4 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 0.09% | 2.05% | 6.89% | Q1 2019 | Q4 2023 | 20 |
Lido Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Advocacy Wealth Management Services, LLC | 19 | 19 | 0.43% | 1.32% | 5.88% | Q1 2019 | Q3 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 19 | 19 | 0.14% | 0.55% | 1.15% | Q1 2019 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.03% | 0.19% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 12 | 7 | 4.56% | 7.95% | 10.04% | Q1 2018 | Q3 2023 | 19 |
CHATHAM CAPITAL GROUP, INC. | 19 | 19 | 0.31% | 1.35% | 2.32% | Q1 2019 | Q3 2023 | 19 |
Chicago Partners Investment Group LLC | 19 | 19 | 0.14% | 0.51% | 1.31% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.05% | 0.33% | 0.93% | Q1 2019 | Q3 2023 | 19 |
Peterson Wealth Advisors, LLC | 19 | 19 | 6.22% | 7.28% | 8.93% | Q1 2019 | Q3 2023 | 19 |
StrategIQ Financial Group, LLC | 19 | 19 | 1.32% | 2.33% | 4.17% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.04% | 0.23% | 0.51% | Q1 2019 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.10% | 0.36% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Sage Advisory Services, Ltd.Co. | 19 | 19 | 0.28% | 3.13% | 4.79% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 19 | 19 | 0.03% | 0.11% | 1.13% | Q1 2019 | Q3 2023 | 19 |
BROOKS, MOORE & ASSOCIATES, INC. | 19 | 19 | 0.53% | 1.96% | 3.17% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 12 | 7 | 0.07% | 0.15% | 0.25% | Q4 2018 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 14 | 2 | 0.03% | 0.46% | 1.26% | Q4 2017 | Q3 2023 | 19 |
Sigma Planning Corp | 19 | 19 | 0.05% | 0.23% | 0.66% | Q1 2019 | Q3 2023 | 19 |
DFPG INVESTMENTS, LLC | 19 | 19 | 0.13% | 1.01% | 3.12% | Q1 2019 | Q3 2023 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Eldridge Investment Advisors, Inc. | 19 | 19 | 0.18% | 0.70% | 1.24% | Q3 2018 | Q1 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.07% | 0.53% | 1.64% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.02% | 0.06% | 0.17% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Cooper Financial Group | 19 | 19 | 0.42% | 1.42% | 3.76% | Q1 2019 | Q3 2023 | 19 |
Almanack Investment Partners, LLC. | 19 | 19 | 0.14% | 1.17% | 2.10% | Q1 2019 | Q3 2023 | 19 |
IFG Advisory, LLC | 19 | 19 | 0.37% | 0.80% | 1.35% | Q1 2019 | Q3 2023 | 19 |
Greenwich Wealth Management LLC | 19 | 19 | 0.05% | 0.43% | 0.86% | Q1 2019 | Q3 2023 | 19 |
Nikulski Financial, Inc. | 18 | 1 | 0.51% | 0.96% | 2.27% | Q2 2018 | Q3 2023 | 19 |
Sowell Financial Services LLC | 17 | 2 | 0.57% | 2.54% | 6.00% | Q4 2018 | Q3 2023 | 19 |
Bogart Wealth, LLC | 19 | 19 | 0.00% | 0.38% | 6.92% | Q1 2019 | Q3 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.02% | 0.27% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Spectrum Management Group, LLC | 18 | 18 | 0.01% | 0.27% | 0.83% | Q2 2018 | Q3 2022 | 18 |
NVWM, LLC | 18 | 18 | 0.18% | 1.25% | 2.18% | Q2 2019 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 16 | 2 | 0.02% | 0.36% | 1.36% | Q4 2018 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.02% | 0.22% | 0.37% | Q2 2019 | Q3 2023 | 18 |
ACCESS FINANCIAL SERVICES, INC. | 18 | 18 | 0.30% | 1.75% | 7.17% | Q2 2019 | Q3 2023 | 18 |
UMB Bank, n.a. | 18 | 18 | 0.01% | 0.34% | 1.21% | Q2 2019 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 18 | 18 | 0.04% | 0.29% | 1.35% | Q2 2019 | Q3 2023 | 18 |
Q3 Asset Management | 18 | 18 | 0.10% | 0.38% | 1.23% | Q3 2018 | Q4 2022 | 18 |
Geneos Wealth Management Inc. | 16 | 2 | 0.00% | 0.33% | 1.20% | Q4 2018 | Q3 2023 | 18 |
Castle Rock Wealth Management, LLC | 18 | 18 | 0.13% | 0.77% | 1.94% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 16 | 2 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 18 |
HOLDERNESS INVESTMENTS CO | 13 | 5 | 0.48% | 1.42% | 2.22% | Q4 2018 | Q3 2023 | 18 |
Kendall Capital Management | 18 | 18 | 1.83% | 3.58% | 5.78% | Q2 2019 | Q3 2023 | 18 |
GREENWOOD GEARHART INC | 18 | 18 | 2.90% | 4.35% | 6.60% | Q2 2019 | Q3 2023 | 18 |
Colorado Capital Management, Inc. | 18 | 18 | 0.32% | 0.83% | 1.32% | Q1 2018 | Q2 2022 | 18 |
Cornerstone Wealth Group, LLC | 14 | 4 | 0.04% | 0.10% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Transform Wealth, LLC | 18 | 18 | 0.08% | 1.50% | 14.91% | Q2 2019 | Q3 2023 | 18 |
Glenview Trust Co | 17 | 1 | 0.01% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 18 |
SlateStone Wealth, LLC | 18 | 18 | 0.07% | 0.53% | 1.48% | Q2 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
FRG Family Wealth Advisors LLC | 18 | 18 | 0.62% | 5.29% | 8.76% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.11% | 0.18% | Q2 2019 | Q4 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.03% | 0.32% | 0.98% | Q2 2019 | Q3 2023 | 18 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 13 | 5 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Aull & Monroe Investment Management Corp | 18 | 18 | 0.22% | 0.37% | 0.65% | Q2 2019 | Q3 2023 | 18 |
Essex Financial Services, Inc. | 18 | 18 | 0.07% | 0.37% | 0.95% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 18 | 0.02% | 0.52% | 1.98% | Q2 2018 | Q3 2022 | 18 |
Braun-Bostich & Associates Inc. | 12 | 6 | 0.52% | 3.30% | 9.01% | Q4 2018 | Q2 2023 | 18 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 18 | 18 | 0.04% | 2.38% | 3.67% | Q2 2019 | Q3 2023 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 17 | 0.04% | 0.36% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Smart Portfolios, LLC | 13 | 4 | 6.31% | 10.13% | 16.42% | Q2 2019 | Q3 2023 | 17 |
Nepsis Inc. | 17 | 17 | 0.60% | 1.31% | 4.98% | Q3 2019 | Q3 2023 | 17 |
TORONTO DOMINION BANK | 14 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 17 |
Hilltop Holdings Inc. | 13 | 4 | 0.09% | 0.90% | 3.07% | Q1 2019 | Q3 2023 | 17 |
Fort Point Capital Partners LLC | 9 | 2 | 0.03% | 0.56% | 3.31% | Q3 2018 | Q3 2023 | 17 |
US BANCORP \DE\ | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Prime Capital Investment Advisors, LLC | 16 | 1 | 0.03% | 0.26% | 0.52% | Q4 2018 | Q3 2023 | 17 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.06% | 0.17% | 0.43% | Q1 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 14 | 3 | 0.01% | 0.08% | 0.19% | Q1 2019 | Q3 2023 | 17 |
Semmax Financial Advisors Inc. | 16 | 1 | 0.01% | 0.03% | 0.20% | Q1 2019 | Q3 2023 | 17 |
Family Management Corp | 17 | 17 | 0.22% | 1.77% | 4.04% | Q3 2019 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 2 | 0.02% | 0.07% | 0.34% | Q2 2018 | Q3 2023 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.03% | 0.31% | 1.54% | Q3 2019 | Q3 2023 | 17 |
Financial Advisory Group | 12 | 5 | 0.20% | 0.89% | 1.96% | Q4 2018 | Q3 2023 | 17 |
Acorns Advisers, LLC | 17 | 17 | 0.54% | 0.81% | 1.48% | Q3 2019 | Q3 2023 | 17 |
SignalPoint Asset Management, LLC | 17 | 17 | 0.44% | 0.67% | 1.01% | Q3 2019 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.04% | 0.42% | 0.81% | Q4 2018 | Q3 2023 | 17 |
Elmwood Wealth Management, Inc. | 8 | 1 | 1.04% | 3.95% | 5.27% | Q3 2018 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.09% | 1.22% | 3.94% | Q4 2018 | Q4 2023 | 17 |
Aries Wealth Management | 11 | 6 | 0.28% | 1.00% | 1.65% | Q2 2019 | Q3 2023 | 17 |
Baker Avenue Asset Management, LP | 16 | 1 | 0.00% | 0.27% | 1.22% | Q4 2018 | Q3 2023 | 17 |
NOESIS CAPITAL MANGEMENT CORP | 17 | 17 | 1.30% | 2.00% | 3.11% | Q3 2019 | Q3 2023 | 17 |
Bristlecone Advisors, LLC | 17 | 17 | 0.60% | 1.32% | 2.10% | Q3 2019 | Q3 2023 | 17 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.24% | 0.65% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Paragon Advisors, LLC | 16 | 16 | 0.30% | 3.41% | 14.46% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.13% | 0.57% | 2.22% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.11% | 0.29% | Q3 2019 | Q3 2023 | 16 |
Tortoise Investment Management, LLC | 16 | 16 | 0.01% | 0.84% | 3.05% | Q1 2019 | Q4 2022 | 16 |
Sloy Dahl & Holst, LLC | 16 | 16 | 0.23% | 0.41% | 0.89% | Q4 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 16 | 16 | 0.06% | 0.27% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Frisch Financial Group, Inc. | 16 | 16 | 0.14% | 6.25% | 25.87% | Q4 2019 | Q3 2023 | 16 |
CPWM, LLC | 16 | 16 | 0.37% | 0.98% | 1.52% | Q4 2018 | Q3 2022 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.13% | 0.28% | 0.64% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
USAdvisors Wealth Management, LLC | 16 | 16 | 0.45% | 1.61% | 2.93% | Q4 2019 | Q3 2023 | 16 |
FDx Advisors, Inc. | 16 | 16 | 0.03% | 0.27% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 15 | 1 | 0.00% | 2.12% | 4.38% | Q2 2019 | Q2 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.20% | 3.42% | 4.81% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 16 | 16 | 0.00% | 3.31% | 7.35% | Q4 2019 | Q3 2023 | 16 |
Arbor Investment Advisors, LLC | 16 | 16 | 0.15% | 2.30% | 3.93% | Q4 2019 | Q3 2023 | 16 |
Winfield Associates, Inc. | 16 | 16 | 0.68% | 1.30% | 1.80% | Q2 2018 | Q1 2022 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.36% | 1.69% | 3.29% | Q4 2019 | Q3 2023 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.03% | 0.17% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.40% | 1.08% | 1.80% | Q4 2019 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 5.59% | 10.32% | 15.35% | Q4 2019 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 0.10% | 0.98% | 2.98% | Q4 2019 | Q3 2023 | 16 |
NOTTINGHAM ADVISORS, INC. | 14 | 2 | 0.04% | 1.76% | 4.24% | Q3 2018 | Q3 2023 | 16 |
Mariner, LLC | 15 | 1 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 16 | 16 | 0.18% | 0.44% | 0.86% | Q4 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 16 | 16 | 0.07% | 0.47% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Titus Wealth Management | 15 | 1 | 0.10% | 0.22% | 0.31% | Q2 2018 | Q2 2022 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 0.46% | 0.96% | 3.22% | Q4 2019 | Q3 2023 | 16 |
Perennial Advisors, LLC | 16 | 16 | 0.91% | 1.86% | 2.53% | Q4 2019 | Q3 2023 | 16 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Summit Asset Management, LLC | 16 | 16 | 0.06% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 2.36% | 5.94% | 14.26% | Q4 2019 | Q3 2023 | 16 |
Anfield Capital Management, LLC | 16 | 16 | 0.11% | 1.40% | 4.96% | Q4 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 3.07% | 6.79% | 10.25% | Q1 2020 | Q4 2023 | 16 |
Nelson Capital Management, LLC | 16 | 16 | 0.36% | 4.43% | 8.18% | Q4 2019 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 0.27% | 0.80% | 2.18% | Q4 2019 | Q3 2023 | 16 |
Gerber Kawasaki Wealth & Investment Management | 16 | 16 | 0.01% | 0.71% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.11% | 0.30% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.03% | 0.21% | Q4 2018 | Q3 2022 | 16 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 15 | 1 | 0.05% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 16 |
Mendel Money Management | 14 | 2 | 0.21% | 0.43% | 0.83% | Q3 2019 | Q3 2023 | 16 |
MARSHALL FINANCIAL GROUP INC /ADV | 16 | 16 | 0.13% | 0.22% | 0.32% | Q2 2019 | Q1 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.01% | 0.16% | 0.62% | Q1 2018 | Q4 2021 | 16 |
Avondale Wealth Management | 15 | 15 | 0.28% | 2.14% | 11.21% | Q4 2018 | Q2 2022 | 15 |
B. Riley Wealth Advisors, Inc. | 8 | 7 | 0.01% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 0.27% | 1.78% | 5.03% | Q4 2019 | Q3 2023 | 15 |
Concorde Asset Management, LLC | 14 | 1 | 0.21% | 0.40% | 1.04% | Q4 2017 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 9 | 6 | 0.39% | 2.72% | 11.71% | Q4 2018 | Q3 2023 | 15 |
Cambridge Advisors Inc. | 15 | 15 | 0.14% | 0.37% | 0.74% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 4.40% | 6.31% | 7.49% | Q4 2019 | Q3 2023 | 15 |
Betterment LLC | 15 | 15 | 0.44% | 0.62% | 0.74% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.09% | 0.66% | 2.72% | Q4 2019 | Q3 2023 | 15 |
Csenge Advisory Group | 14 | 1 | 0.04% | 0.12% | 0.35% | Q4 2018 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.24% | 1.35% | 2.78% | Q1 2020 | Q3 2023 | 15 |
Meridian Financial Partners LLC | 15 | 15 | 7.52% | 11.06% | 18.17% | Q1 2020 | Q3 2023 | 15 |
Callan Capital, LLC | 15 | 15 | 0.04% | 0.15% | 0.42% | Q1 2020 | Q3 2023 | 15 |
BRYN MAWR TRUST Co | 15 | 15 | 0.94% | 1.24% | 1.80% | Q1 2020 | Q3 2023 | 15 |
Quaker Wealth Management, LLC | 9 | 6 | 0.16% | 4.23% | 16.91% | Q4 2019 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 11 | 1 | 0.00% | 0.12% | 1.00% | Q4 2018 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.20% | 0.58% | 1.26% | Q4 2019 | Q3 2023 | 15 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 11 | 4 | 0.06% | 4.73% | 11.65% | Q4 2018 | Q3 2023 | 15 |
Baker Ellis Asset Management LLC | 14 | 1 | 0.17% | 0.27% | 0.35% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.10% | 0.21% | 0.39% | Q1 2020 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.38% | 1.10% | 1.90% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 15 | 15 | 0.03% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.05% | 0.12% | 0.21% | Q4 2019 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.03% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Wunderlich Capital Managemnt | 15 | 15 | 2.27% | 3.91% | 6.93% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.11% | 0.40% | Q3 2011 | Q3 2023 | 15 |
Auxano Advisors, LLC | 15 | 15 | 0.71% | 1.35% | 1.92% | Q1 2020 | Q3 2023 | 15 |
Sterneck Capital Management, LLC | 14 | 1 | 0.17% | 0.33% | 0.54% | Q4 2017 | Q3 2022 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 15 |
FIRST FOUNDATION ADVISORS | 15 | 15 | 0.06% | 1.33% | 2.27% | Q1 2020 | Q3 2023 | 15 |
Modus Advisors, LLC | 15 | 15 | 0.69% | 1.73% | 2.29% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.22% | 0.47% | 0.93% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.08% | 0.15% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Gemmer Asset Management LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.98% | 2.67% | 3.13% | Q1 2020 | Q3 2023 | 15 |
Old Port Advisors | 14 | 1 | 0.57% | 1.38% | 1.89% | Q4 2019 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 15 | 15 | 0.20% | 1.96% | 5.23% | Q1 2020 | Q3 2023 | 15 |
PROFFITT & GOODSON INC | 13 | 2 | 0.00% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 9 | 1 | 0.03% | 0.07% | 0.18% | Q3 2018 | Q4 2023 | 15 |
Royal Harbor Partners, LLC | 15 | 15 | 2.97% | 5.40% | 10.04% | Q1 2020 | Q3 2023 | 15 |
BOKF, NA | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.03% | 0.72% | 3.36% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 4.72% | 5.77% | 7.60% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 1.57% | 8.40% | 25.05% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 8 | 7 | 0.31% | 1.08% | 2.95% | Q4 2019 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.10% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Richard P Slaughter Associates Inc | 9 | 6 | 0.09% | 1.73% | 5.23% | Q4 2019 | Q4 2023 | 15 |
NewSquare Capital LLC | 14 | 1 | 0.00% | 0.35% | 0.97% | Q2 2019 | Q3 2023 | 15 |
COMERICA BANK | 10 | 1 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 14 |
Resonant Capital Advisors, LLC | 7 | 2 | 0.04% | 0.80% | 3.48% | Q4 2019 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.26% | 1.22% | 2.49% | Q4 2018 | Q1 2022 | 14 |
1834 INVESTMENT ADVISORS CO | 14 | 14 | 0.02% | 0.15% | 1.24% | Q3 2019 | Q4 2022 | 14 |
EPG Wealth Management LLC | 11 | 3 | 0.12% | 0.33% | 2.19% | Q4 2019 | Q3 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.06% | 0.26% | 0.96% | Q2 2020 | Q3 2023 | 14 |
B & T Capital Management DBA Alpha Capital Management | 13 | 1 | 0.12% | 1.46% | 3.08% | Q1 2020 | Q3 2023 | 14 |
Paradigm Financial Advisors, LLC | 14 | 14 | 0.10% | 1.55% | 6.35% | Q3 2018 | Q4 2021 | 14 |
REGIONS FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
TOTAL INVESTMENT MANAGEMENT INC | 14 | 14 | 0.04% | 0.65% | 3.96% | Q4 2018 | Q1 2022 | 14 |
B. Riley Wealth Management, Inc. | 8 | 6 | 0.01% | 0.26% | 0.76% | Q4 2018 | Q2 2022 | 14 |
Johanson Financial Advisors, Inc. | 14 | 14 | 0.48% | 1.86% | 3.37% | Q3 2018 | Q4 2021 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 12 | 2 | 0.11% | 0.29% | 0.91% | Q1 2020 | Q3 2023 | 14 |
Bouchey Financial Group Ltd | 11 | 3 | 0.06% | 1.17% | 5.59% | Q3 2018 | Q1 2022 | 14 |
Laurel Wealth Advisors, Inc. | 5 | 4 | 0.18% | 0.51% | 1.96% | Q3 2018 | Q4 2022 | 14 |
Eudaimonia Partners, LLC | 8 | 2 | 0.16% | 0.87% | 2.38% | Q4 2019 | Q3 2023 | 14 |
Great Point Wealth Advisors, LLC | 10 | 4 | 0.10% | 0.44% | 1.33% | Q1 2019 | Q3 2023 | 14 |
KWMG, LLC | 14 | 14 | 0.93% | 1.38% | 1.63% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 1.22% | 2.27% | Q2 2020 | Q3 2023 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.40% | 1.03% | 1.52% | Q2 2020 | Q3 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.12% | 0.38% | 1.28% | Q2 2020 | Q3 2023 | 14 |
GeoWealth Management, LLC | 10 | 1 | 0.03% | 0.54% | 3.13% | Q4 2019 | Q3 2023 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 14 | 0.69% | 1.65% | 3.56% | Q2 2020 | Q3 2023 | 14 |
Intelligence Driven Advisers, LLC | 14 | 14 | 0.19% | 1.30% | 8.62% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.06% | 0.93% | 1.73% | Q2 2020 | Q3 2023 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 14 | 0.07% | 2.61% | 4.52% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.33% | 0.67% | Q2 2020 | Q3 2023 | 14 |
Ironwood Investment Counsel, LLC | 14 | 14 | 0.51% | 1.61% | 2.98% | Q2 2020 | Q3 2023 | 14 |
Pinion Investment Advisors, LLC | 14 | 14 | 3.62% | 10.06% | 14.08% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
NBT BANK N A /NY | 14 | 14 | 0.03% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
RPg Family Wealth Advisory, LLC | 7 | 2 | 0.14% | 2.66% | 5.49% | Q4 2019 | Q3 2023 | 14 |
One Charles Private Wealth Services, LLC | 14 | 14 | 0.58% | 4.06% | 9.87% | Q4 2019 | Q1 2023 | 14 |
Requisite Capital Management, LLC | 14 | 14 | 2.03% | 9.55% | 22.12% | Q2 2020 | Q3 2023 | 14 |
First Citizens Financial Corp | 11 | 1 | 0.20% | 2.80% | 4.42% | Q4 2019 | Q3 2023 | 14 |
StoneX Group Inc. | 14 | 14 | 0.03% | 0.32% | 0.73% | Q1 2018 | Q2 2021 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.04% | 0.19% | 0.49% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.33% | 0.55% | 0.94% | Q3 2020 | Q4 2023 | 14 |
Riverstone Advisors, LLC | 14 | 14 | 0.12% | 0.25% | 0.50% | Q2 2019 | Q3 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.05% | 0.20% | 0.45% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Acropolis Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.11% | 0.18% | 0.36% | Q3 2018 | Q4 2021 | 14 |
BlackRock Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Segment Wealth Management, LLC | 14 | 14 | 0.07% | 0.13% | 0.28% | Q2 2019 | Q3 2022 | 14 |
Berkshire Bank | 13 | 13 | 3.56% | 4.75% | 5.60% | Q3 2020 | Q3 2023 | 13 |
COLONY GROUP LLC | 13 | 13 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q4 2022 | 13 |
Alhambra Investment Management LLC | 13 | 13 | 0.47% | 0.63% | 0.91% | Q3 2020 | Q3 2023 | 13 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
NICOLET BANKSHARES INC | 13 | 13 | 0.08% | 0.13% | 0.17% | Q2 2020 | Q2 2023 | 13 |
Hayek Kallen Investment Management | 8 | 2 | 1.77% | 2.70% | 3.98% | Q1 2020 | Q3 2023 | 13 |
Financial Gravity Asset Management, Inc. | 9 | 4 | 0.00% | 0.09% | 0.40% | Q2 2019 | Q3 2023 | 13 |
Reitz Capital Advisors LLC | 13 | 13 | 0.19% | 9.97% | 17.92% | Q3 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.01% | 4.38% | 9.06% | Q2 2020 | Q3 2023 | 13 |
Formidable Asset Management, LLC | 13 | 13 | 0.37% | 1.32% | 2.60% | Q3 2020 | Q3 2023 | 13 |
Shilanski & Associates, Inc. | 9 | 4 | 0.14% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 13 |
Copperwynd Financial, LLC | 8 | 5 | 0.13% | 1.83% | 13.87% | Q4 2018 | Q1 2022 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.12% | 0.25% | Q2 2020 | Q2 2023 | 13 |
Curtis Advisory Group, LLC | 13 | 13 | 0.27% | 1.74% | 10.82% | Q3 2020 | Q3 2023 | 13 |
ARBOR TRUST WEALTH ADVISORS, LLC | 13 | 13 | 0.38% | 1.09% | 1.50% | Q4 2019 | Q4 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.35% | 0.53% | 1.06% | Q3 2020 | Q3 2023 | 13 |
Hotaling Investment Management, LLC | 13 | 13 | 0.23% | 0.90% | 1.69% | Q4 2019 | Q4 2022 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.14% | 0.63% | 1.80% | Q3 2020 | Q3 2023 | 13 |
Petix & Botte Co | 10 | 3 | 0.24% | 0.71% | 0.99% | Q2 2020 | Q3 2023 | 13 |
JGP Wealth Management, LLC | 13 | 13 | 0.20% | 0.43% | 0.71% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.14% | 0.52% | 1.27% | Q4 2020 | Q4 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.17% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
HoyleCohen, LLC | 13 | 13 | 0.04% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Keel Point, LLC | 9 | 4 | 0.08% | 0.76% | 1.90% | Q1 2020 | Q3 2023 | 13 |
6 Meridian | 13 | 13 | 0.77% | 3.01% | 4.33% | Q4 2018 | Q4 2021 | 13 |
Kathmere Capital Management, LLC | 13 | 13 | 0.04% | 1.25% | 3.20% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.04% | 0.49% | 1.33% | Q3 2020 | Q3 2023 | 13 |
PLANNING ALTERNATIVES LTD /ADV | 13 | 13 | 0.04% | 0.75% | 3.84% | Q3 2020 | Q3 2023 | 13 |
SVB WEALTH LLC | 7 | 6 | 2.01% | 4.49% | 5.65% | Q2 2020 | Q3 2023 | 13 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.13% | 1.07% | 2.66% | Q3 2020 | Q3 2023 | 13 |
West Oak Capital, LLC | 11 | 2 | 0.07% | 4.91% | 7.04% | Q2 2019 | Q3 2023 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 13 | 0.04% | 0.18% | 0.85% | Q2 2020 | Q2 2023 | 13 |
WHITTIER TRUST CO | 13 | 13 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SYM FINANCIAL Corp | 13 | 13 | 0.00% | 0.21% | 2.75% | Q3 2020 | Q3 2023 | 13 |
Prism Advisors, Inc. | 12 | 12 | 0.10% | 3.96% | 4.85% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.17% | 0.76% | 1.26% | Q4 2020 | Q3 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.08% | 1.72% | 2.98% | Q2 2018 | Q1 2021 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.10% | 0.16% | 0.35% | Q4 2020 | Q3 2023 | 12 |
HARBOUR INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.14% | 2.83% | 5.37% | Q2 2019 | Q1 2022 | 12 |
ACT Advisors, LLC. | 12 | 12 | 0.24% | 9.17% | 31.00% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 6 | 2 | 0.01% | 0.18% | 0.58% | Q1 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.00% | 1.09% | 3.81% | Q4 2019 | Q3 2023 | 12 |
Darwin Wealth Management, LLC | 12 | 12 | 0.04% | 0.32% | 0.62% | Q4 2018 | Q3 2021 | 12 |
SONATA CAPITAL GROUP INC | 12 | 12 | 0.10% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.11% | 0.76% | 2.09% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.17% | 1.26% | 5.97% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.02% | 0.69% | 2.50% | Q4 2018 | Q3 2021 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.06% | 2.72% | 6.05% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.57% | 1.99% | 3.45% | Q4 2020 | Q3 2023 | 12 |
Marks Wealth, LLC | 12 | 12 | 0.48% | 7.08% | 21.07% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.82% | 1.80% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.16% | 0.64% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q2 2022 | 12 |
Ford Financial Group, LLC | 12 | 12 | 0.10% | 0.22% | 0.43% | Q2 2019 | Q1 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.34% | 0.68% | 1.36% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.06% | 0.98% | 1.75% | Q4 2020 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 7 | 5 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.73% | 1.17% | 1.58% | Q4 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 12 | 12 | 0.10% | 0.79% | 4.13% | Q3 2020 | Q2 2023 | 12 |
Alpha Omega Group, Inc. | 12 | 12 | 0.27% | 0.45% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Homrich & Berg | 12 | 12 | 0.25% | 3.44% | 7.87% | Q4 2018 | Q3 2021 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Lloyd Advisory Services, LLC. | 11 | 1 | 0.02% | 1.91% | 4.78% | Q4 2019 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 12 | 0.07% | 0.24% | 0.46% | Q4 2019 | Q3 2022 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.03% | 0.12% | 0.25% | Q4 2017 | Q3 2020 | 12 |
Thomasville National Bank | 10 | 2 | 1.59% | 1.82% | 1.96% | Q3 2020 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.89% | 4.37% | Q3 2018 | Q3 2023 | 12 |
NovaPoint Capital, LLC | 12 | 12 | 0.37% | 0.89% | 2.09% | Q4 2019 | Q3 2022 | 12 |
Strategic Family Wealth Counselors, L.L.C. | 12 | 12 | 0.36% | 1.38% | 2.22% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.31% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Members Trust Co | 11 | 1 | 0.00% | 0.37% | 0.79% | Q2 2020 | Q2 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.52% | 1.48% | 3.32% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.80% | 2.55% | 3.93% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.15% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.04% | 0.35% | 0.74% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.68% | 1.87% | 3.30% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 11 | 1 | 0.06% | 0.23% | 0.36% | Q2 2020 | Q3 2023 | 12 |
MASON STREET ADVISORS, LLC | 12 | 12 | 0.19% | 11.07% | 22.51% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.12% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 12 |
HOWARD FINANCIAL SERVICES, LTD. | 9 | 3 | 0.13% | 1.31% | 4.66% | Q3 2020 | Q3 2023 | 12 |
Fountainhead AM, LLC | 12 | 12 | 4.85% | 7.80% | 15.25% | Q4 2020 | Q3 2023 | 12 |
Westbourne Investment Advisors, Inc. | 12 | 12 | 0.20% | 0.72% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.05% | 0.16% | 0.32% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.12% | 0.41% | 0.68% | Q4 2020 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 12 |
Walkner Condon Financial Advisors LLC | 7 | 5 | 0.17% | 1.06% | 1.97% | Q3 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.17% | 2.43% | 3.29% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.01% | 0.67% | 1.80% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Crossmark Global Holdings, Inc. | 8 | 4 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.72% | 2.29% | 4.18% | Q4 2020 | Q3 2023 | 12 |
Atlantic Union Bankshares Corp | 12 | 12 | 0.05% | 0.18% | 0.60% | Q4 2020 | Q3 2023 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 13.17% | 17.79% | 23.05% | Q4 2020 | Q3 2023 | 12 |
Insight Wealth Strategies, LLC | 12 | 12 | 0.08% | 1.03% | 4.04% | Q4 2018 | Q3 2021 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 2.60% | 3.27% | 5.17% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 5 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.39% | 1.12% | 1.38% | Q4 2020 | Q3 2023 | 12 |
One Capital Management, LLC | 12 | 12 | 0.40% | 1.61% | 2.23% | Q4 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 2.62% | 5.25% | 6.40% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 5 | 1 | 0.04% | 0.29% | 0.87% | Q1 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.15% | 0.35% | 1.08% | Q4 2020 | Q3 2023 | 12 |
SOL Capital Management CO | 12 | 12 | 0.06% | 0.44% | 1.08% | Q4 2020 | Q3 2023 | 12 |
Soltis Investment Advisors LLC | 9 | 3 | 0.09% | 4.00% | 7.60% | Q1 2020 | Q3 2023 | 12 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 5.23% | 6.86% | 8.54% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q4 2020 | Q2 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.26% | 1.60% | 2.90% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 6 | 2 | 0.01% | 0.06% | 0.21% | Q2 2020 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 7 | 4 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 10 | 1 | 0.00% | 0.06% | 0.25% | Q1 2020 | Q4 2022 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.61% | 2.47% | 5.97% | Q2 2018 | Q4 2020 | 11 |
DONALDSON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.14% | 0.50% | 1.88% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 3 | 0.03% | 0.23% | 0.43% | Q3 2020 | Q3 2023 | 11 |
FCG ADVISORS, LLC | 11 | 11 | 0.25% | 0.64% | 0.93% | Q1 2018 | Q3 2020 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.80% | 2.42% | 4.96% | Q1 2021 | Q3 2023 | 11 |
Slow Capital, Inc. | 9 | 1 | 0.07% | 0.33% | 0.55% | Q1 2020 | Q2 2023 | 11 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 1 | 0.03% | 0.37% | 0.87% | Q3 2020 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 0.42% | 1.75% | 3.19% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q4 2022 | 11 |
Sunflower Bank, N.A. | 11 | 11 | 0.10% | 0.30% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.17% | 0.31% | Q1 2018 | Q3 2020 | 11 |
NorthCoast Asset Management LLC | 11 | 11 | 1.14% | 2.60% | 4.29% | Q1 2019 | Q3 2021 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 4.66% | 7.02% | 11.57% | Q1 2021 | Q3 2023 | 11 |
ANDERSON HOAGLAND & CO | 10 | 1 | 0.06% | 0.58% | 0.80% | Q4 2020 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.14% | 0.38% | 0.58% | Q1 2021 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 11 | 11 | 0.04% | 0.34% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Smith, Salley & Associates | 11 | 11 | 0.06% | 1.20% | 2.59% | Q3 2020 | Q1 2023 | 11 |
Clarkston Capital Partners, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 11 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 5.73% | 9.94% | 12.97% | Q1 2021 | Q3 2023 | 11 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 9 | 2 | 0.09% | 0.54% | 2.07% | Q2 2018 | Q4 2023 | 11 |
Beacon Harbor Wealth Advisors, Inc. | 7 | 1 | 0.14% | 4.25% | 17.44% | Q2 2019 | Q1 2023 | 11 |
HORIZON FINANCIAL SERVICES, LLC | 11 | 11 | 0.04% | 0.55% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 8 | 1 | 0.10% | 0.87% | 4.00% | Q4 2018 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.01% | 0.52% | 0.97% | Q2 2020 | Q4 2022 | 11 |
Choice Wealth Advisors, LLC | 6 | 5 | 5.81% | 6.24% | 7.06% | Q4 2020 | Q3 2023 | 11 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 11 | 11 | 0.15% | 0.50% | 1.88% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.08% | 2.18% | 4.52% | Q1 2021 | Q3 2023 | 11 |
Mach-1 Financial Group, LLC | 8 | 3 | 0.03% | 0.35% | 1.72% | Q4 2020 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.24% | 0.97% | Q1 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.20% | 0.92% | 2.84% | Q1 2021 | Q3 2023 | 11 |
Frontier Wealth Management LLC | 9 | 2 | 0.16% | 0.95% | 1.56% | Q4 2018 | Q2 2022 | 11 |
PFG Advisors | 6 | 5 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 11 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
CERTUITY, LLC | 11 | 11 | 0.04% | 0.26% | 2.32% | Q4 2020 | Q2 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.06% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.14% | 0.19% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Round Rock Advisors, LLC | 8 | 3 | 0.27% | 1.35% | 2.50% | Q4 2020 | Q3 2023 | 11 |
Avidian Wealth Solutions, LLC | 11 | 11 | 0.10% | 0.48% | 1.36% | Q1 2021 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Monument Capital Management | 10 | 10 | 0.22% | 0.78% | 1.21% | Q3 2018 | Q4 2020 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q4 2020 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.12% | 0.59% | 1.23% | Q2 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2021 | 10 |
MCMORGAN & CO LLC | 10 | 10 | 2.57% | 7.42% | 11.49% | Q2 2021 | Q3 2023 | 10 |
PRIVATE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.07% | 0.31% | 0.88% | Q1 2020 | Q2 2022 | 10 |
Latitude Advisors, LLC | 10 | 10 | 0.30% | 1.32% | 3.04% | Q2 2021 | Q3 2023 | 10 |
AVALON CAPITAL MANAGEMENT | 10 | 10 | 1.31% | 3.06% | 5.88% | Q3 2018 | Q4 2020 | 10 |
Ironvine Capital Partners, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.09% | 0.21% | 0.55% | Q4 2020 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 10 | 0.06% | 0.16% | 0.37% | Q3 2020 | Q4 2022 | 10 |
Secure Asset Management, LLC | 10 | 10 | 0.15% | 0.37% | 0.65% | Q4 2019 | Q1 2022 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.19% | 3.18% | 8.13% | Q4 2020 | Q3 2023 | 10 |
Ausdal Financial Partners, Inc. | 4 | 2 | 0.06% | 0.60% | 2.57% | Q2 2018 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 10 | 10 | 0.06% | 0.77% | 1.52% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.16% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Mosaic Advisors LLC | 5 | 1 | 0.15% | 0.84% | 5.11% | Q4 2020 | Q3 2023 | 10 |
Foresight Wealth Management, LLC | 10 | 10 | 0.28% | 3.47% | 7.69% | Q2 2020 | Q3 2022 | 10 |
Birchcreek Wealth Management, LLC | 10 | 10 | 0.28% | 0.65% | 1.15% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 5 | 5 | 0.01% | 0.20% | 0.70% | Q4 2018 | Q3 2023 | 10 |
Signature Wealth Management Partners, LLC | 10 | 10 | 0.23% | 0.58% | 1.54% | Q4 2020 | Q1 2023 | 10 |
KLINGENSTEIN FIELDS & CO LP | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 10 |
Navalign, LLC | 9 | 1 | 0.10% | 0.54% | 1.07% | Q1 2021 | Q3 2023 | 10 |
Stewardship Advisors, LLC | 7 | 1 | 0.18% | 3.04% | 6.38% | Q4 2019 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 2.85% | 8.11% | 21.46% | Q1 2021 | Q2 2023 | 10 |
Destination Wealth Management | 8 | 1 | 0.00% | 0.70% | 1.56% | Q2 2019 | Q3 2022 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.01% | 0.31% | 0.75% | Q2 2021 | Q3 2023 | 10 |
Interchange Capital Partners, LLC | 5 | 1 | 0.29% | 0.93% | 3.64% | Q4 2020 | Q3 2023 | 10 |
MBM Wealth Consultants, LLC | 6 | 4 | 0.07% | 2.77% | 5.74% | Q1 2019 | Q3 2023 | 10 |
Wealth Dimensions Group, Ltd. | 10 | 10 | 0.14% | 0.19% | 0.27% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 2 | 0.03% | 0.28% | 0.92% | Q2 2020 | Q3 2023 | 10 |
NorthRock Partners, LLC | 9 | 1 | 0.02% | 0.87% | 1.78% | Q3 2020 | Q1 2023 | 10 |
Laurel Wealth Planning LLC | 10 | 10 | 1.59% | 2.73% | 3.71% | Q4 2020 | Q1 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 8 | 2 | 0.15% | 0.36% | 0.46% | Q1 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Heartwood Wealth Advisors LLC | 9 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2010 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.10% | 0.43% | 0.72% | Q1 2021 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.45% | 17.27% | 27.84% | Q3 2018 | Q4 2020 | 10 |
Maltin Wealth Management, Inc. | 9 | 1 | 0.26% | 1.20% | 3.90% | Q4 2019 | Q2 2022 | 10 |
Curi Wealth Management, LLC | 9 | 1 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q2 2023 | 10 |
Summit Place Financial Advisors, LLC | 10 | 10 | 0.18% | 0.35% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 10 | 10 | 0.06% | 0.15% | 0.23% | Q1 2020 | Q2 2022 | 10 |
Jacobi Capital Management LLC | 9 | 1 | 0.01% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.18% | 0.33% | 0.50% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Prentice Wealth Management LLC | 9 | 1 | 0.15% | 2.58% | 9.15% | Q1 2021 | Q3 2023 | 10 |
AMG National Trust Bank | 10 | 10 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Principle Wealth Partners LLC | 7 | 3 | 0.04% | 0.24% | 0.67% | Q4 2020 | Q3 2023 | 10 |
Doyle Wealth Management | 9 | 9 | 0.04% | 0.23% | 1.02% | Q3 2020 | Q3 2022 | 9 |
ADELL HARRIMAN & CARPENTER INC | 5 | 4 | 0.17% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.00% | 0.08% | 0.21% | Q2 2020 | Q2 2023 | 9 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.12% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.01% | 0.09% | 0.15% | Q4 2017 | Q4 2019 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.03% | 0.22% | 0.46% | Q2 2020 | Q2 2022 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.10% | 0.27% | 1.46% | Q1 2021 | Q1 2023 | 9 |
A. D. Beadell Investment Counsel, Inc. | 8 | 1 | 0.17% | 0.62% | 1.14% | Q2 2018 | Q1 2022 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 2.43% | 4.53% | 5.88% | Q4 2020 | Q1 2023 | 9 |
JSF Financial, LLC | 9 | 9 | 0.19% | 0.77% | 1.30% | Q3 2020 | Q3 2022 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MANCHESTER FINANCIAL INC | 6 | 3 | 0.04% | 0.13% | 0.40% | Q4 2019 | Q3 2022 | 9 |
Triumph Capital Management | 9 | 9 | 1.46% | 3.99% | 9.08% | Q3 2021 | Q3 2023 | 9 |
PALLADIUM PARTNERS LLC | 9 | 9 | 0.43% | 1.65% | 2.44% | Q1 2020 | Q1 2022 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.28% | 0.38% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.08% | 0.57% | 2.24% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 7 | 1 | 0.02% | 0.17% | 0.48% | Q2 2019 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.54% | 1.11% | 1.60% | Q3 2021 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.02% | 0.91% | 1.45% | Q4 2019 | Q4 2021 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 5.93% | 7.10% | 8.28% | Q3 2021 | Q3 2023 | 9 |
GRIES FINANCIAL LLC | 5 | 1 | 0.12% | 0.46% | 1.01% | Q1 2021 | Q3 2023 | 9 |
Redmond Asset Management, LLC | 9 | 9 | 0.11% | 0.44% | 0.92% | Q1 2018 | Q1 2020 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Covington Capital Management | 9 | 9 | 0.01% | 0.20% | 0.35% | Q3 2020 | Q3 2022 | 9 |
DOWLING & YAHNKE LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 9 |
Meridian Wealth Advisors, LLC | 8 | 1 | 0.06% | 0.19% | 0.34% | Q2 2020 | Q3 2022 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.15% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.60% | 0.83% | 1.53% | Q3 2021 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 1.33% | 5.13% | 7.47% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.82% | 5.61% | 9.90% | Q3 2021 | Q3 2023 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q4 2019 | 9 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.20% | 1.07% | Q1 2019 | Q2 2023 | 9 |
SPC Financial, Inc. | 6 | 1 | 0.13% | 2.02% | 2.96% | Q1 2020 | Q3 2023 | 9 |
Hardy Reed LLC | 9 | 9 | 0.05% | 0.15% | 0.29% | Q4 2019 | Q4 2021 | 9 |
Wealth Enhancement & Preservation of GA, LLC | 9 | 9 | 0.69% | 1.34% | 2.89% | Q4 2019 | Q4 2021 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 6 | 3 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.32% | 2.37% | 3.48% | Q2 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.21% | 0.37% | 0.75% | Q3 2021 | Q3 2023 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 0.17% | 5.21% | 12.41% | Q4 2020 | Q1 2023 | 9 |
Capital Wealth Alliance, LLC | 9 | 9 | 0.57% | 1.16% | 3.35% | Q4 2019 | Q4 2021 | 9 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 6 | 1 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q2 2023 | 9 |
Essex LLC | 9 | 9 | 1.34% | 2.24% | 3.57% | Q3 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.07% | 0.21% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Asset Planning Services, Ltd. | 9 | 9 | 0.14% | 0.31% | 0.40% | Q3 2018 | Q3 2020 | 9 |
CWH Capital Management, Inc. | 9 | 9 | 3.06% | 5.71% | 7.54% | Q4 2018 | Q4 2020 | 9 |
Paragon Private Wealth Management, LLC | 8 | 8 | 4.02% | 4.55% | 4.95% | Q4 2021 | Q3 2023 | 8 |
LAU ASSOCIATES LLC | 8 | 8 | 0.74% | 13.67% | 21.32% | Q1 2018 | Q4 2019 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 2.95% | 6.97% | 11.39% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 2.03% | 3.44% | 5.65% | Q4 2021 | Q3 2023 | 8 |
Day & Ennis, LLC | 7 | 1 | 0.09% | 0.16% | 0.26% | Q1 2020 | Q1 2022 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.59% | 2.60% | 5.69% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 3.76% | 5.71% | 8.04% | Q4 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 1.01% | 2.76% | 4.20% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.34% | 0.69% | 2.01% | Q4 2021 | Q3 2023 | 8 |
Concorde Financial Corp | 8 | 8 | 1.71% | 4.59% | 6.59% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 1.09% | 1.58% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Aspire Capital Advisors LLC | 8 | 8 | 2.61% | 5.79% | 19.17% | Q4 2021 | Q3 2023 | 8 |
1900 WEALTH MANAGEMENT LLC | 8 | 8 | 0.02% | 0.11% | 0.33% | Q4 2020 | Q3 2022 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 1.08% | 1.46% | 1.97% | Q4 2020 | Q2 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 1.18% | 1.59% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.44% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 5.40% | 7.18% | 9.45% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 1.41% | 2.16% | Q4 2020 | Q4 2023 | 8 |
BANK OF HAWAII | 8 | 8 | 0.14% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.28% | 2.22% | Q4 2019 | Q3 2023 | 8 |
Whitegate Investment Counselors, Inc. | 8 | 8 | 0.45% | 1.37% | 1.68% | Q4 2019 | Q3 2021 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.22% | 2.07% | 2.86% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.91% | 1.75% | 2.94% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Gray Wealth Management Inc. | 8 | 8 | 0.39% | 0.84% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.29% | 0.68% | Q2 2020 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.27% | 0.53% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Essex Savings Bank | 8 | 8 | 0.09% | 0.30% | 0.51% | Q4 2021 | Q3 2023 | 8 |
TMD Wealth Management, LLC | 8 | 8 | 0.37% | 4.97% | 11.90% | Q4 2021 | Q3 2023 | 8 |
Blue Barn Wealth, LLC | 8 | 8 | 0.21% | 0.53% | 0.67% | Q4 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.14% | 1.66% | 2.84% | Q4 2018 | Q2 2023 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.37% | 4.57% | 8.28% | Q4 2019 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.07% | 0.14% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 6 | 2 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Bramshill Investments, LLC | 4 | 2 | 0.03% | 3.87% | 8.92% | Q1 2020 | Q3 2023 | 8 |
Fiduciary Trust Co International of Pennsylvania | 8 | 8 | 0.12% | 0.27% | 0.42% | Q2 2018 | Q1 2020 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.18% | 0.23% | 0.34% | Q1 2022 | Q4 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 1.66% | 1.84% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 8 | 8 | 0.29% | 0.73% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Asio Capital, LLC | 8 | 8 | 0.08% | 3.18% | 6.75% | Q2 2021 | Q1 2023 | 8 |
First International Bank & Trust | 8 | 8 | 4.15% | 4.68% | 5.15% | Q4 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.09% | 0.36% | 0.87% | Q2 2019 | Q1 2021 | 8 |
Hochman Cole Investment Advisors, Inc. | 8 | 8 | 0.59% | 0.82% | 1.18% | Q4 2019 | Q3 2021 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.42% | 0.66% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Fragasso Group Inc. | 8 | 8 | 0.03% | 0.12% | 0.18% | Q1 2022 | Q4 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 4.63% | 5.49% | 6.06% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 2.40% | 3.43% | 4.17% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.28% | 2.79% | 4.55% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.86% | 0.92% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Bickling Financial Services, Inc. | 8 | 8 | 0.15% | 0.29% | 0.49% | Q4 2020 | Q3 2022 | 8 |
Canvas Wealth Advisors, LLC | 4 | 1 | 0.08% | 0.23% | 0.44% | Q1 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.35% | 0.76% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.13% | 0.26% | 0.45% | Q4 2021 | Q3 2023 | 8 |
BAILARD, INC. | 5 | 3 | 0.01% | 0.04% | 0.14% | Q2 2019 | Q3 2021 | 8 |
Jefferies Group LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 1.70% | 2.78% | 4.20% | Q4 2021 | Q3 2023 | 8 |
Vigilare Wealth Management | 7 | 1 | 0.13% | 1.17% | 2.50% | Q4 2019 | Q4 2021 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 1.00% | 4.54% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 1.54% | 2.57% | 4.16% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.34% | 0.68% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.43% | 0.84% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.10% | 0.20% | 0.31% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 2.74% | 3.50% | 3.96% | Q4 2021 | Q3 2023 | 8 |
Stonehearth Capital Management, LLC | 8 | 8 | 6.01% | 9.17% | 14.33% | Q1 2022 | Q4 2023 | 8 |
Andesa Financial Management Inc. | 6 | 2 | 0.14% | 0.26% | 0.61% | Q3 2020 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.98% | 1.44% | 1.65% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.05% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 5 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.28% | 2.53% | 3.88% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 2.35% | 4.45% | 5.94% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2021 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 1.24% | 2.06% | 3.44% | Q4 2021 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.09% | 0.35% | Q1 2020 | Q1 2022 | 8 |
Regent Peak Wealth Advisors LLC | 7 | 1 | 0.15% | 0.60% | 2.28% | Q4 2019 | Q2 2022 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.71% | 0.99% | 1.42% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.04% | 0.76% | 3.19% | Q4 2018 | Q3 2020 | 8 |
Crestmont Private Wealth LLC | 8 | 8 | 4.40% | 5.64% | 7.53% | Q4 2021 | Q3 2023 | 8 |
SPINNAKER TRUST | 8 | 8 | 0.02% | 1.20% | 2.01% | Q4 2018 | Q3 2020 | 8 |
HEADINVEST, LLC | 8 | 8 | 0.17% | 0.31% | 0.41% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.64% | 0.77% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Mezzasalma Advisors, LLC | 8 | 8 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q3 2022 | 8 |
THOMPSON DAVIS & CO., INC. | 8 | 8 | 0.36% | 0.45% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Mayfair Advisory Group, LLC | 5 | 3 | 0.42% | 2.16% | 4.54% | Q1 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.01% | 0.39% | 0.63% | Q1 2019 | Q4 2020 | 8 |
GRIMES & COMPANY, INC. | 8 | 8 | 0.03% | 5.80% | 16.04% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.98% | 2.95% | 5.15% | Q4 2021 | Q3 2023 | 8 |
MJP ASSOCIATES INC /ADV | 8 | 8 | 0.08% | 0.10% | 0.16% | Q3 2021 | Q2 2023 | 8 |
RFG Advisory, LLC | 4 | 1 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
DHJJ Financial Advisors, Ltd. | 4 | 1 | 0.05% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 4 | 3 | 0.11% | 0.73% | 1.63% | Q2 2020 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.24% | 0.57% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.34% | 0.88% | 1.37% | Q1 2022 | Q3 2023 | 7 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Helen Stephens Group, LLC | 7 | 7 | 5.02% | 5.39% | 6.35% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 6 | 1 | 0.00% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 2.43% | 5.74% | 8.95% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 2.73% | 4.26% | 5.58% | Q4 2019 | Q2 2021 | 7 |
FORBES J M & CO LLP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Steinberg Global Asset Management | 7 | 7 | 0.18% | 1.57% | 2.18% | Q2 2017 | Q4 2018 | 7 |
Arete Wealth Advisors, LLC | 4 | 3 | 0.04% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.11% | 0.33% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 6 | 1 | 0.01% | 0.57% | 1.58% | Q2 2019 | Q4 2021 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.25% | 0.84% | 1.14% | Q4 2018 | Q2 2020 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.52% | 0.57% | 0.61% | Q2 2022 | Q4 2023 | 7 |
Affinity Capital Advisors, LLC | 7 | 7 | 0.14% | 0.22% | 0.29% | Q1 2021 | Q3 2022 | 7 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
WealthShield Partners, LLC | 4 | 3 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 7 |
COMMERCE BANK | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 7 |
Valeo Financial Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.62% | 1.07% | 1.68% | Q1 2022 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.19% | 2.41% | 4.54% | Q1 2021 | Q3 2022 | 7 |
Tatro Capital, LLC | 7 | 7 | 0.26% | 0.35% | 0.42% | Q3 2020 | Q1 2022 | 7 |
3EDGE Asset Management, LP | 4 | 1 | 0.28% | 10.36% | 25.57% | Q4 2017 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.28% | 0.61% | 1.04% | Q4 2021 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.02% | 0.84% | 1.63% | Q3 2020 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.00% | 1.40% | 2.45% | Q4 2020 | Q2 2022 | 7 |
BancFirst Trust & Investment Management | 6 | 1 | 0.46% | 0.82% | 1.49% | Q1 2022 | Q4 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.07% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Van Hulzen Asset Management, LLC | 6 | 1 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q2 2022 | 7 |
Private Wealth Advisors, LLC | 7 | 7 | 5.73% | 10.06% | 12.70% | Q4 2020 | Q2 2022 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 0.08% | 1.10% | 3.22% | Q3 2021 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
ARGI Investment Services, LLC | 5 | 1 | 0.01% | 0.07% | 0.21% | Q1 2019 | Q4 2022 | 7 |
Wealth Management Partners, LLC | 7 | 7 | 0.24% | 0.57% | 1.31% | Q4 2020 | Q2 2022 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q2 2022 | 7 |
PDS Planning, Inc | 7 | 7 | 0.20% | 0.47% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Pathway Financial Advisors LLC | 7 | 7 | 0.09% | 0.23% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 3.13% | 3.84% | 4.75% | Q4 2020 | Q2 2022 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.36% | 1.69% | 3.32% | Q4 2018 | Q2 2020 | 7 |
RIVERSEDGE ADVISORS, LLC | 7 | 7 | 0.19% | 0.23% | 0.27% | Q3 2021 | Q1 2023 | 7 |
Paragon Wealth Strategies, LLC | 6 | 1 | 0.01% | 2.42% | 3.99% | Q1 2019 | Q2 2021 | 7 |
Raab & Moskowitz Asset Management LLC | 6 | 1 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q1 2022 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Kinloch Capital, LLC | 7 | 7 | 0.12% | 0.53% | 1.13% | Q2 2021 | Q4 2022 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
OneAscent Financial Services LLC | 6 | 1 | 0.25% | 0.42% | 0.94% | Q4 2019 | Q3 2021 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.01% | 0.48% | 1.72% | Q1 2022 | Q3 2023 | 7 |
Good Life Advisors, LLC | 4 | 3 | 0.04% | 0.35% | 1.18% | Q2 2020 | Q3 2023 | 7 |
Asset Advisors Investment Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Legacy CG, LLC | 7 | 7 | 5.74% | 6.72% | 8.73% | Q4 2021 | Q2 2023 | 7 |
Visionary Wealth Advisors | 5 | 2 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 7 |
Pachira Investments Inc. | 7 | 7 | 5.50% | 10.69% | 15.67% | Q2 2020 | Q4 2021 | 7 |
Angeles Investment Advisors, LLC | 7 | 7 | 0.10% | 2.83% | 7.64% | Q1 2021 | Q3 2022 | 7 |
Tidal Investments LLC | 6 | 1 | 0.04% | 0.12% | 0.19% | Q2 2019 | Q4 2022 | 7 |
Phoenix Wealth Advisors | 3 | 2 | 0.01% | 0.46% | 1.26% | Q4 2020 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 7 |
Capital Market Strategies LLC | 5 | 2 | 0.34% | 0.43% | 0.53% | Q4 2021 | Q3 2023 | 7 |
DOCK STREET ASSET MANAGEMENT INC | 7 | 7 | 2.60% | 3.02% | 3.80% | Q4 2020 | Q2 2022 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.07% | 0.11% | Q2 2020 | Q4 2021 | 7 |
Newport Wealth Strategies, Inc. | 7 | 7 | 0.50% | 0.80% | 1.05% | Q1 2020 | Q3 2021 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 1.37% | 2.51% | 2.98% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 1.40% | 2.97% | 4.28% | Q1 2022 | Q3 2023 | 7 |
Rise Advisors, LLC | 6 | 1 | 0.00% | 0.44% | 0.84% | Q4 2021 | Q3 2023 | 7 |
Aveo Capital Partners, LLC | 4 | 1 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 7 |
5th Street Advisors, LLC | 7 | 7 | 0.95% | 5.17% | 8.93% | Q1 2022 | Q3 2023 | 7 |
LVZ, Inc. | 6 | 1 | 0.04% | 1.84% | 6.12% | Q2 2020 | Q3 2023 | 7 |
Sowa Financial Group, Inc. | 5 | 2 | 0.06% | 0.28% | 0.84% | Q4 2019 | Q3 2023 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 7 | 7 | 0.22% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Montecito Bank & Trust | 7 | 7 | 0.19% | 0.55% | 0.83% | Q2 2022 | Q4 2023 | 7 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.27% | 0.44% | 0.62% | Q4 2021 | Q1 2023 | 6 |
Lionsbridge Wealth Management LLC | 6 | 6 | 4.30% | 6.88% | 9.07% | Q2 2022 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 0.33% | 0.52% | 0.63% | Q1 2022 | Q3 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 1.06% | 2.37% | 3.05% | Q2 2022 | Q3 2023 | 6 |
PRW Wealth Management LLC | 5 | 1 | 0.06% | 4.54% | 8.40% | Q2 2021 | Q3 2023 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.79% | 1.33% | 1.62% | Q1 2019 | Q2 2020 | 6 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.07% | 0.29% | 0.42% | Q1 2021 | Q3 2023 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 0.93% | 1.95% | 2.79% | Q3 2021 | Q4 2022 | 6 |
Polaris Wealth Advisory Group, LLC | 6 | 6 | 1.81% | 2.69% | 3.57% | Q4 2018 | Q1 2020 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.18% | 0.91% | 2.56% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.02% | 0.14% | 0.19% | Q1 2020 | Q2 2021 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.88% | 1.15% | 2.00% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Matthew Goff Investment Advisor, LLC | 6 | 6 | 0.34% | 0.67% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Asset Management Resources, LLC | 6 | 6 | 6.20% | 19.26% | 30.02% | Q2 2022 | Q3 2023 | 6 |
RIDGECREST WEALTH PARTNERS, LLC | 6 | 6 | 0.37% | 2.46% | 5.86% | Q1 2021 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Mason & Associates Inc | 6 | 6 | 3.16% | 4.28% | 5.48% | Q1 2022 | Q2 2023 | 6 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.06% | 0.20% | 0.34% | Q1 2020 | Q4 2022 | 6 |
WT Wealth Management | 6 | 6 | 2.65% | 3.13% | 4.15% | Q2 2022 | Q3 2023 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.04% | 0.18% | 0.38% | Q3 2018 | Q4 2019 | 6 |
Stellar Capital Management, LLC | 6 | 6 | 0.22% | 0.26% | 0.29% | Q1 2019 | Q2 2020 | 6 |
IRONWOOD WEALTH MANAGEMENT, INC. | 6 | 6 | 11.62% | 12.76% | 14.81% | Q2 2022 | Q3 2023 | 6 |
LPWM LLC | 6 | 6 | 0.12% | 2.69% | 5.34% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.16% | 0.52% | 1.21% | Q2 2022 | Q3 2023 | 6 |
American Financial Advisors, LLC | 6 | 6 | 0.07% | 0.48% | 0.71% | Q2 2022 | Q3 2023 | 6 |
FOSTER DYKEMA CABOT & CO INC/MA | 6 | 6 | 10.08% | 15.23% | 24.90% | Q2 2022 | Q3 2023 | 6 |
Benchmark Financial Wealth Advisors, LLC | 6 | 6 | 0.12% | 1.67% | 3.97% | Q1 2021 | Q2 2022 | 6 |
RDA Financial Network | 4 | 2 | 0.32% | 0.45% | 0.60% | Q1 2019 | Q3 2020 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.86% | 1.89% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.13% | 1.97% | 4.38% | Q4 2018 | Q1 2020 | 6 |
SP Asset Management | 6 | 6 | 0.06% | 0.48% | 0.73% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Wealth Management, LLC | 5 | 1 | 4.96% | 6.46% | 8.98% | Q4 2021 | Q2 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.10% | 0.21% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 3 | 1 | 0.03% | 0.08% | 0.25% | Q2 2021 | Q1 2023 | 6 |
Oakworth Capital, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Oxinas Partners Wealth Management LLC | 6 | 6 | 1.72% | 2.35% | 2.87% | Q2 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.08% | 0.71% | 1.93% | Q4 2020 | Q3 2022 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.23% | 0.45% | 0.72% | Q4 2019 | Q3 2021 | 6 |
CAZ INVESTMENTS LP | 6 | 6 | 0.05% | 2.20% | 6.17% | Q3 2020 | Q4 2021 | 6 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.02% | 0.42% | 0.63% | Q4 2018 | Q3 2023 | 6 |
First Ascent Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
Magnolia Wealth Management, LLC | 4 | 2 | 8.80% | 12.97% | 20.93% | Q1 2022 | Q3 2023 | 6 |
Legacy Wealth Management, Inc | 6 | 6 | 5.40% | 13.76% | 19.01% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 2.00% | 3.35% | 4.25% | Q2 2022 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 6 | 6 | 0.27% | 1.94% | 3.67% | Q4 2020 | Q1 2022 | 6 |
FIDUCIARY TRUST CO | 5 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.76% | 2.38% | 3.98% | Q2 2018 | Q3 2019 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.04% | 1.28% | 2.11% | Q2 2022 | Q3 2023 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.09% | 0.65% | 0.90% | Q2 2022 | Q3 2023 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.98% | 3.02% | 5.51% | Q2 2022 | Q3 2023 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.32% | 0.35% | 0.42% | Q4 2017 | Q1 2019 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.02% | 0.05% | 0.16% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 5 | 1 | 0.04% | 0.73% | 1.51% | Q3 2020 | Q1 2022 | 6 |
Merit Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 2 | 0.13% | 0.23% | 0.32% | Q1 2020 | Q3 2021 | 6 |
Northwest Bancshares, Inc. | 6 | 6 | 0.06% | 0.09% | 0.17% | Q2 2020 | Q3 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.05% | 0.22% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Sunburst Financial Group, LLC | 6 | 6 | 1.91% | 5.18% | 7.27% | Q2 2022 | Q3 2023 | 6 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Key FInancial Inc | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 3 | 1 | 0.18% | 1.05% | 1.99% | Q4 2020 | Q3 2023 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MATRIX ASSET ADVISORS INC/NY | 6 | 6 | 0.04% | 0.36% | 0.80% | Q4 2019 | Q1 2021 | 6 |
Peterson Financial Group, Inc. | 6 | 6 | 0.16% | 0.22% | 0.38% | Q2 2022 | Q3 2023 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 0.17% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Matrix Trust Co | 6 | 6 | 0.21% | 0.24% | 0.26% | Q2 2019 | Q3 2020 | 6 |
VISTA INVESTMENT MANAGEMENT | 6 | 6 | 0.22% | 0.52% | 0.65% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 4.99% | 6.63% | 8.11% | Q3 2022 | Q3 2023 | 5 |
Weil Company, Inc. | 5 | 5 | 0.31% | 0.34% | 0.42% | Q2 2018 | Q2 2019 | 5 |
SENTINEL TRUST CO LBA | 5 | 5 | 0.17% | 0.47% | 1.22% | Q3 2022 | Q3 2023 | 5 |
Fortune 45 LLC | 5 | 5 | 0.32% | 0.37% | 0.42% | Q4 2021 | Q4 2022 | 5 |
MITCHELL SINKLER & STARR/PA | 5 | 5 | 0.45% | 0.79% | 1.24% | Q1 2021 | Q1 2022 | 5 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.20% | 0.53% | Q4 2020 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.24% | 0.94% | Q3 2021 | Q3 2022 | 5 |
Sandhill Capital Partners LLC | 5 | 5 | 0.28% | 0.53% | 0.62% | Q3 2019 | Q3 2020 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q1 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 1.16% | 1.33% | 1.63% | Q3 2022 | Q3 2023 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 5 |
Turim 21 Investimentos Ltda. | 4 | 1 | 0.18% | 1.08% | 2.86% | Q1 2020 | Q2 2021 | 5 |
Scott Capital Advisors, LLC | 5 | 5 | 2.43% | 3.69% | 4.47% | Q3 2022 | Q3 2023 | 5 |
Beta Wealth Group, Inc. | 4 | 1 | 0.79% | 0.86% | 1.04% | Q4 2020 | Q4 2022 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.06% | 0.30% | 0.73% | Q4 2019 | Q3 2023 | 5 |
Lake Hills Wealth Management, LLC | 5 | 5 | 1.33% | 5.12% | 7.65% | Q1 2022 | Q1 2023 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.08% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.18% | 0.38% | 0.53% | Q4 2020 | Q3 2022 | 5 |
Pasadena Private Wealth, LLC | 4 | 1 | 0.38% | 1.49% | 2.76% | Q3 2020 | Q2 2023 | 5 |
Accuvest Global Advisors | 4 | 1 | 0.14% | 0.74% | 2.16% | Q2 2018 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BLUESTEIN R H & CO LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Benchmark Wealth Management, LLC | 5 | 5 | 0.13% | 0.29% | 0.38% | Q1 2022 | Q1 2023 | 5 |
CAPITAL ONE FINANCIAL CORP | 5 | 5 | 0.06% | 0.08% | 0.15% | Q1 2020 | Q1 2021 | 5 |
Syntal Capital Partners, LLC | 4 | 1 | 0.64% | 1.65% | 2.34% | Q4 2020 | Q1 2022 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q4 2022 | 5 |
First Heartland Consultants, Inc. | 3 | 2 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2023 | 5 |
BKA Wealth Consulting, Inc. | 5 | 5 | 4.29% | 6.20% | 8.18% | Q3 2022 | Q3 2023 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 5.26% | 12.77% | 15.97% | Q4 2018 | Q4 2019 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CAHABA WEALTH MANAGEMENT, INC. | 5 | 5 | 0.89% | 1.10% | 1.31% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.03% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 5 |
MMA ASSET MANAGEMENT LLC | 5 | 5 | 0.31% | 3.25% | 4.65% | Q3 2022 | Q3 2023 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.85% | 1.06% | 1.34% | Q3 2022 | Q3 2023 | 5 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.01% | 0.06% | 0.19% | Q4 2018 | Q4 2019 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.04% | 1.11% | 2.09% | Q3 2022 | Q3 2023 | 5 |
Connecticut Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.01% | 1.37% | 6.33% | Q4 2018 | Q2 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.19% | 0.24% | 0.32% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2021 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.11% | 0.18% | 0.31% | Q3 2018 | Q3 2019 | 5 |
BlackDiamond Wealth Management, LLC | 3 | 2 | 0.34% | 0.58% | 0.78% | Q4 2021 | Q3 2023 | 5 |
IPG Investment Advisors LLC | 5 | 5 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q1 2021 | 5 |
Johnson Bixby & Associates, LLC | 5 | 5 | 0.04% | 0.12% | 0.18% | Q2 2022 | Q2 2023 | 5 |
TPG Financial Advisors, LLC | 5 | 5 | 0.12% | 0.19% | 0.28% | Q3 2022 | Q3 2023 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.92% | 1.00% | 1.14% | Q3 2022 | Q3 2023 | 5 |
Private Wealth Strategies, L.L.C. | 5 | 5 | 0.07% | 0.69% | 0.87% | Q3 2022 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.00% | 0.69% | 1.81% | Q4 2021 | Q4 2022 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 5 | 0.05% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 3 | 2 | 0.00% | 0.45% | 0.85% | Q2 2018 | Q1 2023 | 5 |
LWM Advisory Services, LLC | 4 | 1 | 0.25% | 0.32% | 0.41% | Q2 2022 | Q3 2023 | 5 |
Bluesphere Advisors, LLC | 4 | 1 | 0.32% | 0.35% | 0.40% | Q4 2020 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Astor Investment Management LLC | 4 | 1 | 4.85% | 8.41% | 9.91% | Q1 2019 | Q2 2020 | 5 |
Brooklyn FI, LLC | 3 | 2 | 0.20% | 0.43% | 0.65% | Q2 2022 | Q3 2023 | 5 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.02% | 0.12% | 0.19% | Q3 2022 | Q3 2023 | 5 |
First PREMIER Bank | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Lebenthal Global Advisors, LLC | 5 | 5 | 3.73% | 7.51% | 10.38% | Q3 2022 | Q3 2023 | 5 |
Darrow Company, Inc. | 5 | 5 | 3.80% | 3.91% | 4.02% | Q3 2022 | Q3 2023 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Winthrop Advisory Group LLC | 5 | 5 | 0.25% | 0.95% | 1.90% | Q3 2022 | Q3 2023 | 5 |
G&S Capital LLC | 5 | 5 | 0.05% | 1.20% | 3.02% | Q4 2018 | Q4 2019 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 2.25% | 3.26% | Q3 2020 | Q4 2021 | 5 |
Trilogy Capital Inc. | 2 | 1 | 0.15% | 0.30% | 0.83% | Q1 2021 | Q3 2023 | 5 |
Portland Global Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
State of Tennessee, Treasury Department | 4 | 1 | 0.01% | 0.21% | 0.40% | Q4 2021 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 1.90% | 2.51% | 3.20% | Q3 2018 | Q3 2019 | 5 |
Tradewinds, LLC. | 3 | 2 | 1.15% | 1.52% | 1.71% | Q2 2022 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 1 | 0.02% | 1.89% | 6.63% | Q3 2020 | Q1 2022 | 5 |
Fulcrum Equity Management | 4 | 1 | 4.21% | 5.52% | 8.05% | Q2 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 5 |
Jackson Wealth Management, LLC | 5 | 5 | 0.85% | 2.47% | 5.32% | Q4 2018 | Q4 2019 | 5 |
Inscription Capital, LLC | 3 | 1 | 0.07% | 0.13% | 0.23% | Q2 2020 | Q3 2023 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.04% | 0.15% | 0.32% | Q4 2020 | Q4 2021 | 5 |
Spinnaker Investment Group, LLC | 3 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q1 2023 | 5 |
WealthTrust Asset Management, LLC | 5 | 5 | 0.22% | 2.25% | 6.02% | Q3 2022 | Q3 2023 | 5 |
TCG Advisors, LP | 5 | 5 | 0.95% | 3.54% | 4.90% | Q2 2019 | Q2 2020 | 5 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.00% | 1.56% | 2.70% | Q4 2018 | Q4 2022 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 6.18% | 6.29% | 6.68% | Q1 2019 | Q1 2020 | 5 |
KWB Wealth | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.12% | 1.04% | 2.13% | Q1 2020 | Q3 2023 | 4 |
Invst, LLC | 4 | 4 | 5.37% | 7.06% | 8.70% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 4 | 0.10% | 0.23% | 0.30% | Q3 2020 | Q2 2021 | 4 |
STAR Financial Bank | 4 | 4 | 0.99% | 1.13% | 1.32% | Q4 2022 | Q3 2023 | 4 |
S. R. Schill & Associates | 3 | 1 | 0.10% | 3.38% | 4.94% | Q3 2018 | Q3 2020 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.25% | 1.12% | 2.12% | Q4 2022 | Q3 2023 | 4 |
TFG Advisers LLC | 3 | 1 | 0.12% | 0.19% | 0.37% | Q3 2020 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.11% | 0.29% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Brio Consultants, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.43% | 1.10% | 1.60% | Q1 2022 | Q4 2022 | 4 |
BOS Asset Management, LLC | 4 | 4 | 1.97% | 2.13% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Bridge Advisory, LLC | 4 | 4 | 1.04% | 1.11% | 1.16% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.72% | 6.75% | 12.65% | Q2 2018 | Q1 2019 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rock Creek Group, LP | 4 | 4 | 0.12% | 1.82% | 3.67% | Q4 2022 | Q3 2023 | 4 |
Domani Wealth, LLC | 4 | 4 | 3.08% | 3.90% | 4.60% | Q2 2022 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.12% | 1.11% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 4 |
Caerus Investment Advisors, LLC | 4 | 4 | 1.69% | 3.78% | 5.33% | Q3 2022 | Q2 2023 | 4 |
Purus Wealth Management, LLC | 4 | 4 | 0.15% | 0.20% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 0.21% | 0.54% | 0.90% | Q1 2021 | Q4 2021 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.15% | 0.20% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Bell Bank | 4 | 4 | 0.20% | 0.31% | 0.50% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 4 | 4 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Newport Capital Group, LLC | 2 | 2 | 1.27% | 2.86% | 4.22% | Q3 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Financial Planning & Information Services, Inc. | 4 | 4 | 0.91% | 3.09% | 4.66% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.32% | 0.55% | 1.00% | Q4 2022 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.23% | 0.62% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Shore Point Advisors, LLC | 4 | 4 | 0.81% | 0.88% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.09% | 0.14% | 0.19% | Q4 2017 | Q1 2019 | 4 |
CITY HOLDING CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.37% | 0.63% | 0.92% | Q4 2022 | Q3 2023 | 4 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 4 | 0.07% | 0.16% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Audent Global Asset Management, LLC | 4 | 4 | 0.45% | 0.80% | 1.45% | Q4 2021 | Q3 2022 | 4 |
Laurel Wealth Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Citizens Business Bank | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 1.20% | 1.49% | 1.89% | Q3 2022 | Q3 2023 | 4 |
Aspen Investment Management Inc | 4 | 4 | 0.37% | 0.55% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.65% | 1.86% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 2 | 2 | 0.35% | 0.50% | 0.87% | Q3 2019 | Q3 2020 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.20% | 0.49% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 3.26% | 3.75% | 4.78% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.14% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 3.92% | 4.51% | 5.07% | Q1 2019 | Q4 2019 | 4 |
Paradigm Capital Management, LLC/NV | 4 | 4 | 14.18% | 16.75% | 19.35% | Q4 2021 | Q3 2022 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.22% | 0.80% | 2.02% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.18% | 0.33% | 0.52% | Q4 2022 | Q3 2023 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.00% | 3.12% | 9.69% | Q1 2021 | Q2 2022 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.14% | 2.05% | 2.84% | Q2 2019 | Q3 2020 | 4 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 4 | 4 | 1.31% | 1.35% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.54% | 1.43% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.38% | 0.61% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 1.69% | 2.46% | 3.82% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.66% | 0.96% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
TrueWealth Advisors, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 1.76% | 3.58% | 4.80% | Q2 2020 | Q1 2021 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 1 | 0.47% | 2.66% | 6.94% | Q4 2018 | Q1 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 2.57% | 4.84% | 7.11% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.22% | 0.45% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 4 |
MADISON WEALTH MANAGEMENT | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2022 | 4 |
Peak Asset Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 1.25% | 2.33% | 3.32% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.45% | 0.61% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 7.77% | 8.05% | 8.45% | Q4 2019 | Q3 2020 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.21% | 1.33% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.00% | 0.08% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Solutions, LLC | 4 | 4 | 0.66% | 1.49% | 2.18% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.17% | 0.68% | 1.96% | Q4 2022 | Q3 2023 | 4 |
ETFIDEA, LLC | 4 | 4 | 0.85% | 0.94% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.09% | 0.16% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 2.54% | 3.02% | 3.43% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.32% | 0.81% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 1.13% | 1.77% | 3.16% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hubbell Strickland Wealth Management, LLC | 4 | 4 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 1.04% | 1.25% | 1.50% | Q4 2022 | Q3 2023 | 4 |
OARSMAN CAPITAL, INC. | 4 | 4 | 1.11% | 1.57% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Syverson Strege & Co | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 4 | 0.40% | 0.62% | 0.95% | Q1 2022 | Q4 2022 | 4 |
SP Asset Management LLC | 4 | 4 | 0.30% | 0.56% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 3.35% | 3.72% | 4.15% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.82% | 1.70% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.23% | 0.30% | 0.37% | Q1 2021 | Q4 2021 | 4 |
Pineno Levin & Ford Asset Management, Inc. | 4 | 4 | 0.19% | 0.22% | 0.25% | Q1 2021 | Q4 2021 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.29% | 1.40% | 2.52% | Q4 2021 | Q3 2022 | 4 |
Apella Capital, LLC | 3 | 1 | 0.07% | 0.13% | 0.16% | Q4 2022 | Q4 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.80% | 1.16% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 4.36% | 9.51% | 13.89% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.28% | 0.40% | 0.56% | Q4 2022 | Q3 2023 | 4 |
ETF Store, Inc. | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Miller Investment Management, LP | 4 | 4 | 3.64% | 3.80% | 4.19% | Q4 2018 | Q3 2019 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.10% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.52% | 0.73% | 1.06% | Q4 2021 | Q3 2022 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.18% | 3.95% | 5.31% | Q4 2022 | Q3 2023 | 4 |
Palumbo Wealth Management LLC | 4 | 4 | 0.13% | 0.24% | 0.35% | Q4 2020 | Q3 2021 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Guardian Wealth Advisors, LLC | 4 | 4 | 0.35% | 0.65% | 0.88% | Q4 2022 | Q3 2023 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.46% | 0.63% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 1.29% | 2.04% | 2.56% | Q4 2021 | Q3 2022 | 4 |
Birch Capital Management, LLC | 4 | 4 | 0.02% | 0.38% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 1.16% | 7.94% | 14.61% | Q2 2020 | Q1 2021 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 8.57% | 10.40% | 11.94% | Q3 2018 | Q2 2019 | 4 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 3.97% | 4.28% | 4.74% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 1.26% | 1.81% | 2.98% | Q4 2022 | Q3 2023 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.78% | 0.83% | 0.92% | Q4 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Oldfather Financial Services, LLC | 4 | 4 | 0.41% | 0.76% | 1.06% | Q1 2020 | Q4 2020 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.07% | 0.13% | Q3 2021 | Q4 2022 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.15% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Fluent Financial, LLC | 3 | 1 | 0.13% | 0.28% | 0.66% | Q4 2019 | Q2 2021 | 4 |
360 Financial, Inc. | 4 | 4 | 0.12% | 0.14% | 0.14% | Q1 2022 | Q4 2022 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.17% | 0.23% | Q2 2019 | Q1 2020 | 4 |
L & S Advisors Inc | 2 | 2 | 0.03% | 0.28% | 0.58% | Q4 2018 | Q2 2020 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.66% | 1.52% | 2.50% | Q1 2022 | Q4 2022 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.03% | 0.75% | 1.52% | Q2 2021 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.47% | 1.78% | Q4 2018 | Q4 2021 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.33% | 0.64% | Q3 2019 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.30% | 0.34% | 0.40% | Q1 2023 | Q3 2023 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.08% | 0.14% | Q3 2020 | Q1 2021 | 3 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 2 | 1 | 1.93% | 2.07% | 2.22% | Q2 2019 | Q1 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q4 2021 | Q2 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.30% | 0.89% | Q3 2022 | Q3 2023 | 3 |
WealthOne, LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q4 2018 | Q3 2022 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 0.31% | 0.49% | 0.62% | Q2 2019 | Q4 2019 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.45% | 0.73% | 0.97% | Q1 2019 | Q3 2019 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q3 2022 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.04% | 0.11% | Q1 2023 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
CPR Investments Inc. | 2 | 1 | 0.54% | 0.70% | 1.00% | Q4 2022 | Q3 2023 | 3 |
Wiser Wealth Management, Inc | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Next Level Private LLC | 1 | 1 | 0.16% | 0.22% | 0.30% | Q1 2022 | Q2 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.28% | 0.51% | 0.65% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.09% | 0.15% | 0.27% | Q4 2020 | Q2 2021 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 0.45% | 0.94% | 1.20% | Q4 2018 | Q2 2019 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.26% | 0.48% | 0.65% | Q2 2022 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.00% | 0.98% | 2.94% | Q1 2023 | Q3 2023 | 3 |
Sterling Financial Group, Inc. | 3 | 3 | 0.53% | 9.83% | 14.48% | Q4 2022 | Q2 2023 | 3 |
Heritage Wealth Partners, LLC | 3 | 3 | 0.67% | 1.64% | 3.02% | Q1 2023 | Q3 2023 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.19% | 1.55% | 2.27% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 4.65% | 5.06% | 5.28% | Q1 2023 | Q3 2023 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.02% | 0.19% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Pacific Sage Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.13% | 0.29% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.27% | 0.70% | 1.23% | Q1 2019 | Q2 2020 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
RMR Wealth Builders | 3 | 3 | 0.37% | 0.52% | 0.76% | Q3 2020 | Q1 2021 | 3 |
Daniels&Tansey,LLP | 3 | 3 | 0.09% | 0.88% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q1 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 3 |
Advisor OS, LLC | 2 | 1 | 0.06% | 1.67% | 4.27% | Q2 2020 | Q2 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 6.95% | 7.31% | 7.80% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.37% | 0.41% | 0.47% | Q2 2023 | Q4 2023 | 3 |
Center For Asset Management LLC | 3 | 3 | 0.43% | 1.00% | 1.48% | Q3 2022 | Q1 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.14% | 0.52% | 1.23% | Q1 2023 | Q3 2023 | 3 |
Heartland Bank & Trust Co | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2022 | Q3 2022 | 3 |
IVC Wealth Advisors LLC | 3 | 3 | 0.40% | 0.48% | 0.59% | Q2 2022 | Q4 2022 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 3 | 3 | 5.22% | 5.48% | 5.86% | Q1 2023 | Q3 2023 | 3 |
Sanford Advisory Services, LLC | 3 | 3 | 0.34% | 1.00% | 1.51% | Q2 2022 | Q4 2022 | 3 |
Meadow Creek Wealth Advisors LLC | 2 | 1 | 1.28% | 1.60% | 2.06% | Q4 2019 | Q3 2022 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
PARAGON FINANCIAL PARTNERS, INC. | 3 | 3 | 1.64% | 1.74% | 1.88% | Q4 2021 | Q2 2022 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.33% | 0.38% | 0.45% | Q3 2020 | Q2 2021 | 3 |
American Trust | 2 | 1 | 0.02% | 0.10% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 1.00% | 1.10% | 1.20% | Q1 2021 | Q3 2021 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 0.23% | 0.29% | 0.39% | Q4 2018 | Q2 2019 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.20% | 0.33% | Q4 2021 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.04% | 0.32% | 0.81% | Q4 2022 | Q3 2023 | 3 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.10% | 0.18% | 0.32% | Q4 2021 | Q2 2022 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.37% | 0.67% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.12% | 0.32% | 0.68% | Q4 2018 | Q2 2019 | 3 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 1 | 0.00% | 0.10% | 0.31% | Q4 2018 | Q1 2020 | 3 |
Truvestments Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ellis Investment Partners, LLC | 2 | 1 | 0.00% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 3 |
Rollins Financial | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 2 | 1 | 0.00% | 0.77% | 1.24% | Q4 2018 | Q2 2022 | 3 |
Opes Wealth Management LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
IFG Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.06% | 0.19% | 0.36% | Q1 2022 | Q4 2022 | 3 |
Insight Wealth Partners, LLC | 3 | 3 | 0.42% | 1.66% | 2.50% | Q1 2023 | Q3 2023 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.53% | 0.68% | 0.91% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.32% | 0.64% | 0.81% | Q4 2020 | Q2 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.96% | 3.13% | 4.24% | Q1 2023 | Q3 2023 | 3 |
Great Diamond Partners, LLC | 2 | 1 | 0.10% | 0.14% | 0.23% | Q2 2022 | Q3 2023 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.10% | 0.17% | 0.22% | Q1 2022 | Q3 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.19% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Global Assets Advisory, LLC | 2 | 1 | 0.23% | 0.51% | 0.79% | Q3 2022 | Q3 2023 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
New Capital Management LP | 2 | 1 | 0.41% | 0.91% | 1.54% | Q4 2022 | Q3 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 1.26% | 3.66% | Q2 2021 | Q2 2022 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q3 2022 | 3 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 1.37% | 2.65% | 4.65% | Q1 2023 | Q3 2023 | 3 |
Menard Financial Group LLC | 3 | 3 | 0.47% | 0.61% | 0.71% | Q1 2022 | Q3 2022 | 3 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.11% | Q3 2020 | Q4 2022 | 3 |
ORG Partners LLC | 3 | 3 | 0.27% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Ledge Wealth Management, Inc. | 3 | 3 | 0.19% | 0.23% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.07% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
PALLADIEM, LLC | 3 | 3 | 4.26% | 4.48% | 4.66% | Q4 2020 | Q2 2021 | 3 |
Congress Wealth Management LLC / DE / | 2 | 1 | 0.01% | 0.31% | 0.77% | Q4 2021 | Q4 2022 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.27% | 0.44% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.03% | 0.08% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.36% | 0.41% | 0.47% | Q2 2022 | Q4 2022 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 1.27% | 1.53% | 1.77% | Q4 2022 | Q2 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 2.48% | 2.56% | 2.62% | Q1 2022 | Q3 2022 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 5.76% | 5.98% | 6.25% | Q1 2023 | Q3 2023 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.37% | 0.84% | 1.11% | Q1 2023 | Q3 2023 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.35% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q4 2021 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2021 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 0.09% | 2.60% | 7.63% | Q1 2019 | Q3 2019 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.00% | 0.36% | 1.07% | Q4 2022 | Q2 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.06% | 0.19% | 0.40% | Q3 2017 | Q2 2018 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.39% | 0.68% | Q1 2023 | Q3 2023 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.60% | 0.82% | 1.05% | Q2 2020 | Q3 2020 | 2 |
DWM Financial Group, Inc. | 1 | 1 | 3.56% | 4.48% | 5.40% | Q4 2019 | Q2 2020 | 2 |
GM Advisory Group, LLC | 1 | 1 | 0.11% | 0.30% | 0.48% | Q1 2021 | Q1 2023 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Round Table Services, LLC | 2 | 2 | 0.05% | 0.26% | 0.47% | Q2 2022 | Q3 2022 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Crumly & Associates Inc. | 2 | 2 | 1.22% | 4.37% | 7.52% | Q4 2022 | Q1 2023 | 2 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q1 2023 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Quadrant Capital Management, LLC | 2 | 2 | 0.23% | 0.27% | 0.31% | Q3 2019 | Q4 2019 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.07% | 0.24% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q4 2019 | Q1 2020 | 2 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Greenwich Investment Management, Inc. | 2 | 2 | 0.53% | 0.89% | 1.25% | Q1 2020 | Q2 2020 | 2 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q4 2019 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
SWMG, LLC | 1 | 1 | 0.35% | 0.38% | 0.41% | Q4 2022 | Q2 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 2 |
FundX Investment Group, LLC | 2 | 2 | 1.87% | 2.62% | 3.37% | Q4 2018 | Q1 2019 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.59% | 0.73% | 0.86% | Q4 2019 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.88% | 1.24% | 1.59% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 1.36% | 1.67% | 1.98% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.56% | 4.63% | 8.71% | Q3 2022 | Q1 2023 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Fusion Capital, LLC | 2 | 2 | 0.90% | 1.03% | 1.16% | Q3 2022 | Q4 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 4.94% | 5.12% | 5.31% | Q4 2019 | Q1 2020 | 2 |
KHP Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.02% | 0.28% | 0.55% | Q4 2018 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.00% | 0.19% | 0.37% | Q1 2022 | Q2 2022 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2021 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q1 2022 | Q2 2022 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.07% | 0.10% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.66% | 2.58% | 4.51% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.84% | 1.29% | 1.74% | Q4 2022 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 4.05% | 4.26% | 4.47% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.28% | 2.95% | 5.62% | Q3 2022 | Q4 2022 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.19% | 0.24% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.08% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.19% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 1.25% | 1.30% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.46% | 0.52% | 0.59% | Q2 2023 | Q3 2023 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 1.24% | 1.31% | 1.38% | Q2 2023 | Q3 2023 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 3.45% | 3.47% | 3.50% | Q1 2023 | Q2 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.13% | 0.23% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pillar Wealth Advisors, LLC | 2 | 2 | 0.45% | 0.85% | 1.26% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q4 2018 | Q1 2019 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Brightworth | 2 | 2 | 0.32% | 0.36% | 0.40% | Q4 2020 | Q1 2021 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.13% | 0.33% | 0.53% | Q4 2018 | Q1 2019 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 2 |
Horizon Kinetics | 2 | 2 | 0.01% | 0.08% | 0.15% | Q3 2018 | Q4 2018 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 3.06% | 3.24% | 3.42% | Q1 2023 | Q2 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2023 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.43% | 0.46% | 0.49% | Q1 2021 | Q2 2021 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 3.19% | 3.74% | 4.29% | Q3 2022 | Q4 2022 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.43% | 0.53% | 0.64% | Q2 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ashfield Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 4.23% | 4.28% | 4.33% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Sage Investment Advisers LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Hudock, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TFB Advisors LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Tilson Financial Group, Inc. | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.86% | 1.53% | 2.20% | Q4 2018 | Q3 2020 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.21% | 0.35% | 0.50% | Q4 2018 | Q1 2019 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Econ Financial Services Corp | 2 | 2 | 2.68% | 2.93% | 3.17% | Q3 2022 | Q4 2022 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
FOREFRONT WEALTH MANAGEMENT INC. | 2 | 2 | 1.91% | 1.95% | 1.99% | Q4 2021 | Q1 2022 | 2 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q3 2019 | Q4 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.07% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Systelligence, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 1.40% | 1.66% | 1.92% | Q1 2020 | Q2 2020 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.12% | 0.23% | Q1 2021 | Q1 2022 | 2 |
Flaharty Asset Management, LLC | 2 | 2 | 3.82% | 3.88% | 3.93% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.83% | 1.05% | 1.28% | Q3 2020 | Q4 2020 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2020 | Q4 2020 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AXS Investments LLC | 1 | 1 | 9.01% | 9.01% | 9.01% | Q3 2021 | Q3 2021 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 23.66% | 23.66% | 23.66% | Q4 2018 | Q4 2018 | 1 |
TRH Financial, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q4 2022 | Q4 2022 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Agate Pass Investment Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2023 | Q4 2023 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Friedenthal Financial | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2022 | Q3 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2018 | Q4 2018 | 1 |
Family Investment Center, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Kaydan Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Joule Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q3 2022 | Q3 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Deseret Mutual Benefit Administrators | 1 | 1 | 2.95% | 2.95% | 2.95% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
West Wealth Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2023 | Q2 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SFMG, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2021 | Q3 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 28.00% | 28.00% | 28.00% | Q4 2018 | Q4 2018 | 1 |
Security National Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Treybourne Wealth Planners, Inc. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
GEM Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Seneca House Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q4 2018 | Q4 2018 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
GFG Capital, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Adams Chetwood Wealth Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 5.03% | 5.03% | 5.03% | Q4 2022 | Q4 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Sheets Smith Investment Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Wealth Advisors of Iowa, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
INTRUST BANK NA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
True Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Physician Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Tower Wealth Partners, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2021 | Q3 2021 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2022 | Q4 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 4.78% | 4.78% | 4.78% | Q3 2023 | Q3 2023 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Parker Financial LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2022 | Q4 2022 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Smart Money Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 5.06% | 5.06% | 5.06% | Q4 2019 | Q4 2019 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KRAFT ASSET MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2023 | Q3 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2023 | Q1 2023 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2022 | Q3 2022 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cohanzick Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 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.