Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.05% | 0.32% | Q4 2016 | Q3 2023 | 28 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 27 | 27 | 0.01% | 0.17% | 0.87% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.10% | 0.46% | Q1 2017 | Q3 2023 | 27 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 25 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.06% | 0.31% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.07% | 0.30% | Q4 2017 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
UBS Group AG | 21 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 23 |
MORGAN STANLEY | 21 | 2 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.00% | 0.18% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.01% | 0.13% | 0.44% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.16% | 0.53% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.05% | 0.19% | Q3 2018 | Q3 2023 | 21 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.15% | 0.53% | Q1 2016 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.30% | 0.66% | 1.02% | Q3 2018 | Q3 2023 | 21 |
IFG Advisory, LLC | 21 | 21 | 0.05% | 0.14% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.02% | 0.17% | 0.51% | Q3 2018 | Q3 2023 | 20 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 20 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.03% | 0.13% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.05% | 0.22% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 9 | 8 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
ACG Wealth | 16 | 16 | 0.24% | 1.32% | 2.91% | Q4 2018 | Q3 2022 | 16 |
Investors Research Corp | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.16% | 0.44% | Q1 2019 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 9 | 6 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.23% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.14% | 0.46% | Q1 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.42% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 10 | 4 | 0.01% | 0.14% | 0.35% | Q1 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 12 | 1 | 0.00% | 0.06% | 0.36% | Q3 2018 | Q3 2022 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.33% | 0.69% | Q3 2018 | Q3 2023 | 13 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.12% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
Hochman Cole Investment Advisors, Inc. | 12 | 12 | 0.20% | 0.37% | 0.92% | Q4 2018 | Q3 2021 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 11 | 11 | 0.03% | 0.50% | 0.98% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.05% | 0.20% | 0.44% | Q1 2021 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q1 2023 | 11 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.05% | 0.16% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.64% | 1.36% | Q2 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 10 | 10 | 0.46% | 0.97% | 1.45% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.03% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 10 | 10 | 0.07% | 0.33% | 0.89% | Q2 2021 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 10 | 10 | 0.02% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.68% | 2.00% | Q1 2021 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 12.63% | 18.07% | 30.03% | Q2 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.04% | 0.25% | 0.57% | Q2 2021 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.06% | 0.12% | 0.20% | Q4 2019 | Q1 2022 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.01% | 0.14% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.24% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.16% | 0.50% | 0.96% | Q2 2021 | Q3 2023 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 10 | 10 | 2.50% | 10.48% | 17.23% | Q2 2021 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.14% | 0.33% | 0.54% | Q3 2021 | Q3 2023 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.07% | 1.04% | 1.69% | Q3 2021 | Q3 2023 | 9 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.01% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PFG Advisors | 9 | 9 | 0.04% | 0.79% | 1.56% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.02% | 0.18% | 0.30% | Q3 2021 | Q3 2023 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 9 | 9 | 0.08% | 2.72% | 3.93% | Q1 2021 | Q1 2023 | 9 |
Carlson Capital Management | 9 | 9 | 0.22% | 4.71% | 5.88% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 7 | 2 | 0.06% | 0.12% | 0.33% | Q2 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.01% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 9 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.41% | 0.89% | Q4 2019 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.06% | 0.43% | 0.66% | Q4 2021 | Q4 2023 | 9 |
Oakworth Capital, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.02% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.04% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 5 | 3 | 0.32% | 1.62% | 2.46% | Q3 2021 | Q4 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.03% | 0.64% | 0.76% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.18% | 0.63% | 1.11% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.09% | 0.23% | Q4 2021 | Q3 2023 | 8 |
USAdvisors Wealth Management, LLC | 8 | 8 | 0.32% | 0.85% | 1.09% | Q4 2021 | Q3 2023 | 8 |
IAM Advisory, LLC | 8 | 8 | 4.20% | 6.18% | 7.36% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.42% | 5.87% | 9.66% | Q4 2021 | Q3 2023 | 8 |
Centric Wealth Management | 7 | 1 | 0.33% | 0.77% | 1.96% | Q4 2018 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.02% | 0.10% | 0.25% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.04% | 0.44% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.48% | 0.77% | Q1 2021 | Q3 2023 | 8 |
Fulcrum Equity Management | 8 | 8 | 0.12% | 1.46% | 2.41% | Q2 2021 | Q1 2023 | 8 |
Integrated Advisors Network LLC | 7 | 1 | 0.05% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 8 |
MMA ASSET MANAGEMENT LLC | 8 | 8 | 2.09% | 3.43% | 4.16% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 6 | 1 | 0.03% | 0.07% | 0.12% | Q3 2011 | Q3 2023 | 7 |
EMFO, LLC | 7 | 7 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Lokken Investment Group LLC | 7 | 7 | 0.34% | 0.51% | 1.33% | Q1 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.02% | 0.17% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 1.13% | 3.19% | 4.31% | Q1 2022 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.02% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Atria Investments, Inc | 7 | 7 | 0.05% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.07% | 0.25% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.03% | 0.21% | 0.35% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.04% | 0.12% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.04% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 7 |
Wiser Wealth Management, Inc | 7 | 7 | 6.41% | 7.21% | 8.40% | Q2 2022 | Q4 2023 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.02% | 0.27% | 0.80% | Q1 2022 | Q3 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 7 | 7 | 0.26% | 1.41% | 2.38% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.08% | 1.30% | 2.42% | Q1 2022 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 3.35% | 3.78% | 4.51% | Q1 2022 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 1.04% | 1.33% | 1.87% | Q1 2022 | Q4 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.29% | 2.22% | 3.25% | Q1 2022 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.20% | 0.41% | Q3 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.27% | 1.22% | 2.02% | Q1 2022 | Q3 2023 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 1.50% | 4.91% | 9.30% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.09% | 0.33% | 0.45% | Q1 2022 | Q3 2023 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 7 | 7 | 1.28% | 4.23% | 5.82% | Q1 2022 | Q3 2023 | 7 |
AlphaCore Capital LLC | 7 | 7 | 2.91% | 4.50% | 6.42% | Q1 2022 | Q3 2023 | 7 |
Perennial Investment Advisors, LLC | 7 | 7 | 0.40% | 0.85% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 7 | 7 | 0.41% | 2.05% | 7.61% | Q1 2022 | Q3 2023 | 7 |
FORTE CAPITAL LLC /ADV | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 7 | 2.86% | 3.00% | 3.22% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.09% | 0.36% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 7 | 7 | 0.09% | 0.62% | 0.79% | Q1 2022 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 7 | 7 | 0.29% | 0.57% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 6 | 1 | 0.02% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SFG Wealth Management, LLC. | 7 | 7 | 0.19% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Procyon Advisors, LLC | 7 | 7 | 0.04% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.47% | 1.06% | 1.55% | Q1 2022 | Q3 2023 | 7 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 7 | 7 | 0.30% | 0.38% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.33% | 0.39% | 0.46% | Q1 2022 | Q3 2023 | 7 |
American Planning Services, Inc. | 7 | 7 | 2.83% | 10.26% | 15.55% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 7 | 0.10% | 0.16% | 0.40% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.29% | 0.52% | Q1 2022 | Q3 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.16% | 0.43% | 0.91% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Day & Ennis, LLC | 7 | 7 | 1.70% | 4.07% | 4.98% | Q1 2022 | Q3 2023 | 7 |
RiverTree Advisors, LLC | 7 | 7 | 5.73% | 6.02% | 6.44% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Brookstone Capital Management | 7 | 7 | 0.00% | 0.04% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Spire Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Oder Investment Management, LLC | 7 | 7 | 0.26% | 1.00% | 1.68% | Q1 2022 | Q3 2023 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.59% | 0.78% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.26% | 0.57% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Clear Creek Financial Management, LLC | 6 | 6 | 0.51% | 0.95% | 1.12% | Q2 2022 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Compass Ion Advisors, LLC | 6 | 6 | 0.08% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
ERn Financial, LLC | 6 | 6 | 0.20% | 0.37% | 0.50% | Q2 2022 | Q3 2023 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.11% | 0.21% | Q2 2022 | Q3 2023 | 6 |
WealthOne, LLC | 6 | 6 | 0.11% | 1.48% | 2.56% | Q2 2022 | Q3 2023 | 6 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 1.33% | 1.39% | 1.47% | Q2 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.86% | 1.02% | 1.30% | Q2 2022 | Q3 2023 | 6 |
SALEM INVESTMENT COUNSELORS INC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.34% | 0.49% | 0.59% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL MANAGEMENT NETWORK INC | 6 | 6 | 0.35% | 1.06% | 1.59% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.15% | 0.39% | 0.47% | Q2 2022 | Q3 2023 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.19% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Reitz Capital Advisors LLC | 6 | 6 | 1.02% | 2.00% | 3.19% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.10% | 0.31% | 0.54% | Q4 2021 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 2.59% | 4.07% | 6.66% | Q4 2021 | Q1 2023 | 6 |
SMITH, MOORE & CO. | 6 | 6 | 0.69% | 1.59% | 1.86% | Q2 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Presidio Capital Management, LLC | 6 | 6 | 12.42% | 14.42% | 16.48% | Q2 2022 | Q3 2023 | 6 |
Clarus Wealth Advisors | 6 | 6 | 2.30% | 3.16% | 4.16% | Q1 2022 | Q2 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.18% | 0.41% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Ausdal Financial Partners, Inc. | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
OneAscent Financial Services LLC | 6 | 6 | 0.07% | 1.67% | 3.37% | Q2 2022 | Q3 2023 | 6 |
Weaver Consulting Group | 6 | 6 | 0.13% | 0.37% | 0.71% | Q2 2022 | Q3 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.00% | 0.16% | 0.68% | Q2 2022 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.03% | 0.21% | 0.42% | Q2 2022 | Q3 2023 | 6 |
BCS Wealth Management | 6 | 6 | 0.18% | 0.69% | 1.15% | Q2 2022 | Q3 2023 | 6 |
MONEYWISE, INC. | 6 | 6 | 1.39% | 6.64% | 8.82% | Q2 2022 | Q3 2023 | 6 |
SFMG, LLC | 6 | 6 | 2.04% | 3.56% | 4.08% | Q2 2022 | Q3 2023 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 1.17% | 1.75% | 2.17% | Q2 2022 | Q3 2023 | 6 |
Pillar Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.67% | 0.87% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Firestone Capital Management | 6 | 6 | 0.11% | 0.35% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Pacific Wealth Management | 6 | 6 | 4.73% | 5.31% | 6.92% | Q2 2022 | Q3 2023 | 6 |
Brio Consultants, LLC | 6 | 6 | 4.45% | 5.86% | 7.09% | Q2 2022 | Q3 2023 | 6 |
MBE Wealth Management, LLC | 6 | 6 | 0.38% | 0.46% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 6 | 6 | 0.24% | 1.89% | 3.22% | Q2 2022 | Q3 2023 | 6 |
Financial Sense Advisors, Inc. | 6 | 6 | 0.80% | 1.13% | 1.47% | Q2 2022 | Q3 2023 | 6 |
Miller Investment Management, LP | 6 | 6 | 0.16% | 0.19% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.06% | 2.19% | 2.95% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 0.02% | 0.82% | 1.39% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 6 | 6 | 0.05% | 1.00% | 2.60% | Q2 2022 | Q3 2023 | 6 |
Bridge Advisory, LLC | 6 | 6 | 0.73% | 0.83% | 0.90% | Q2 2022 | Q3 2023 | 6 |
FIDUCIARY TRUST CO | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Birchcreek Wealth Management, LLC | 6 | 6 | 0.30% | 0.71% | 0.98% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.03% | 0.15% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Fortis Advisors, LLC | 6 | 6 | 0.00% | 0.40% | 2.37% | Q2 2022 | Q3 2023 | 6 |
Karpus Management, Inc. | 6 | 6 | 0.04% | 0.34% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Financial Guidance Group, Inc. | 6 | 6 | 0.30% | 1.87% | 3.02% | Q2 2022 | Q3 2023 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.11% | 0.32% | 0.49% | Q2 2022 | Q3 2023 | 6 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.06% | 0.53% | 0.95% | Q2 2022 | Q3 2023 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 6 | 6 | 0.93% | 1.17% | 1.37% | Q1 2022 | Q2 2023 | 6 |
Paragon Advisors, LLC | 6 | 6 | 0.55% | 2.57% | 4.34% | Q2 2022 | Q3 2023 | 6 |
Socha Financial Group, LLC | 6 | 6 | 5.23% | 7.43% | 8.89% | Q2 2022 | Q3 2023 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.11% | 0.40% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Apexium Financial, LP | 6 | 6 | 0.67% | 1.01% | 1.36% | Q2 2022 | Q3 2023 | 6 |
Amplius Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Resource Planning Group | 6 | 6 | 0.30% | 0.43% | 0.62% | Q2 2022 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.02% | 0.09% | 0.18% | Q2 2022 | Q3 2023 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.03% | 0.20% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.12% | 0.54% | 0.82% | Q2 2022 | Q3 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kellett Wealth Advisors, LLC | 6 | 6 | 0.37% | 0.42% | 0.49% | Q2 2022 | Q3 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.08% | 1.85% | 3.29% | Q2 2022 | Q3 2023 | 6 |
Greystone Financial Group, LLC | 6 | 6 | 0.28% | 0.50% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Lionsbridge Wealth Management LLC | 4 | 2 | 0.28% | 1.93% | 2.74% | Q1 2022 | Q3 2023 | 6 |
Ballast, Inc. | 6 | 6 | 3.90% | 4.09% | 4.38% | Q2 2022 | Q3 2023 | 6 |
PCG Wealth Advisors, LLC | 6 | 6 | 0.65% | 1.93% | 2.27% | Q2 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 5.07% | 6.04% | 6.83% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.35% | 2.81% | 4.22% | Q2 2022 | Q3 2023 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
abrdn plc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q2 2023 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Syverson Strege & Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Sepio Capital, LP | 5 | 5 | 0.57% | 1.13% | 1.68% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.94% | 1.21% | 1.35% | Q3 2022 | Q3 2023 | 5 |
Atlas Financial Advisors, Inc. | 5 | 5 | 2.20% | 4.66% | 5.74% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.09% | 0.13% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.26% | 0.63% | 1.59% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
SEARCY FINANCIAL SERVICES INC /ADV | 5 | 5 | 3.07% | 3.34% | 3.61% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q2 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.21% | 0.59% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 4.01% | 4.57% | 5.56% | Q3 2022 | Q3 2023 | 5 |
Requisite Capital Management, LLC | 5 | 5 | 9.60% | 12.23% | 13.62% | Q3 2022 | Q3 2023 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.15% | 0.18% | 0.31% | Q2 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 5 |
IAG Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.10% | 0.65% | 1.13% | Q3 2022 | Q3 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.14% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Ameritas Advisory Services, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Provident Wealth Management, LLC | 5 | 5 | 5.18% | 10.03% | 13.56% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.02% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.15% | 1.02% | 4.41% | Q3 2022 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 5 | 5 | 0.78% | 1.06% | 1.68% | Q4 2021 | Q4 2022 | 5 |
Paragon Wealth Strategies, LLC | 3 | 1 | 0.01% | 5.05% | 8.48% | Q2 2021 | Q3 2023 | 5 |
Financial Architects, Inc | 4 | 1 | 0.16% | 1.21% | 1.71% | Q1 2022 | Q2 2023 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.12% | 1.62% | 2.31% | Q3 2022 | Q3 2023 | 5 |
Verity Asset Management, Inc. | 5 | 5 | 0.53% | 1.07% | 2.01% | Q3 2022 | Q3 2023 | 5 |
Granby Capital Management, LLC | 5 | 5 | 1.83% | 3.76% | 5.48% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.02% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.08% | 0.23% | 0.58% | Q1 2022 | Q2 2023 | 5 |
Chicago Wealth Management, Inc. | 5 | 5 | 0.26% | 1.80% | 6.99% | Q3 2022 | Q3 2023 | 5 |
Essex Savings Bank | 5 | 5 | 0.08% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.08% | 5.16% | 7.16% | Q1 2022 | Q1 2023 | 5 |
New England Private Wealth Advisors LLC | 5 | 5 | 0.28% | 0.30% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Mayfair Advisory Group, LLC | 5 | 5 | 0.36% | 0.75% | 1.02% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 5 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.19% | 1.61% | 2.36% | Q3 2022 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Hudock, Inc. | 5 | 5 | 0.56% | 2.64% | 3.76% | Q3 2022 | Q3 2023 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q3 2022 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.79% | 1.23% | 1.56% | Q3 2022 | Q3 2023 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 2.75% | 4.21% | 5.53% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.06% | 0.18% | Q1 2019 | Q2 2023 | 5 |
TAP Consulting, LLC | 5 | 5 | 0.28% | 0.37% | 0.53% | Q3 2022 | Q3 2023 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.06% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Echo Wealth Management, LLC | 5 | 5 | 6.49% | 6.86% | 7.94% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.12% | 0.45% | 0.62% | Q3 2022 | Q3 2023 | 5 |
HERON FINANCIAL GROUP, LLC | 5 | 5 | 0.40% | 0.96% | 1.29% | Q2 2022 | Q2 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Compass Advisory Group LLC | 5 | 5 | 0.20% | 0.45% | 0.52% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.22% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Insight Advisors, LLC/ PA | 4 | 1 | 0.06% | 0.26% | 0.86% | Q1 2022 | Q3 2023 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.15% | 0.51% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Brendel Financial Advisors LLC | 5 | 5 | 0.48% | 0.85% | 1.42% | Q1 2022 | Q1 2023 | 5 |
JPMORGAN CHASE & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
WEST MICHIGAN ADVISORS, LLC | 4 | 4 | 0.22% | 2.04% | 4.17% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.13% | 0.19% | 0.23% | Q3 2022 | Q2 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.07% | 0.28% | 0.51% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sage Advisory Services, Ltd.Co. | 4 | 4 | 1.76% | 3.33% | 4.17% | Q3 2022 | Q2 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.06% | 0.34% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Autumn Glory Partners, LLC | 4 | 4 | 0.23% | 0.37% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.42% | 0.51% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Evensky & Katz LLC | 4 | 4 | 2.35% | 2.50% | 2.78% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth Partners, LLC | 4 | 4 | 3.03% | 5.16% | 6.72% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 4 | 4 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q1 2022 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.09% | 4.87% | 7.35% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.05% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.24% | 0.38% | 0.47% | Q4 2022 | Q3 2023 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2021 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 4.29% | 4.79% | 5.54% | Q4 2022 | Q3 2023 | 4 |
Next Level Private LLC | 4 | 4 | 1.80% | 2.10% | 2.49% | Q4 2022 | Q3 2023 | 4 |
Fortress Wealth Group, LLC | 4 | 4 | 4.44% | 5.09% | 5.44% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.02% | 0.88% | 1.59% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 1.91% | 2.71% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.36% | 0.44% | 0.52% | Q1 2023 | Q4 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 1.10% | 1.54% | 2.46% | Q4 2022 | Q3 2023 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.50% | 0.79% | 1.22% | Q4 2022 | Q3 2023 | 4 |
BNC WEALTH MANAGEMENT, LLC | 4 | 4 | 2.12% | 3.73% | 4.43% | Q2 2022 | Q1 2023 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.32% | 0.88% | Q3 2022 | Q3 2023 | 4 |
White Knight Strategic Wealth Advisors, LLC | 4 | 4 | 0.41% | 0.63% | 0.91% | Q4 2022 | Q3 2023 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Benchmark Wealth Management, LLC | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Future Financial Wealth Managment LLC | 4 | 4 | 1.83% | 2.51% | 2.83% | Q4 2022 | Q3 2023 | 4 |
SFI Advisors, LLC | 4 | 4 | 2.09% | 2.27% | 2.41% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.14% | 2.50% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.16% | 0.33% | 0.44% | Q3 2022 | Q2 2023 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.08% | 0.13% | 0.17% | Q3 2022 | Q2 2023 | 4 |
Rollins Financial | 4 | 4 | 0.24% | 0.47% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.99% | 1.34% | 1.88% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Smart Portfolios, LLC | 4 | 4 | 4.85% | 5.05% | 5.40% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.26% | 1.21% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.07% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.08% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.11% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 1.55% | 1.87% | 2.18% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 4.11% | 4.77% | 5.18% | Q4 2022 | Q3 2023 | 4 |
Caprock Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.17% | 1.39% | 3.89% | Q1 2022 | Q4 2022 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.10% | 1.48% | 2.59% | Q2 2022 | Q1 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.71% | 0.90% | 1.10% | Q2 2022 | Q1 2023 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 4 | 4 | 0.71% | 1.12% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.03% | 0.83% | 1.24% | Q2 2018 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.11% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.37% | 1.34% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.21% | 0.32% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Vigilare Wealth Management | 4 | 4 | 0.29% | 0.40% | 0.59% | Q2 2022 | Q1 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.10% | 0.14% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.36% | 0.57% | 0.84% | Q4 2022 | Q3 2023 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 1.94% | 2.79% | 3.99% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 11.75% | 12.81% | 13.75% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.26% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 7.34% | 9.40% | 11.65% | Q4 2022 | Q3 2023 | 4 |
QP WEALTH MANAGEMENT, LLC | 4 | 4 | 1.42% | 1.50% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Virginia National Bank | 4 | 4 | 4.62% | 5.11% | 6.18% | Q4 2022 | Q3 2023 | 4 |
Grant Street Asset Management, Inc. | 4 | 4 | 0.12% | 2.10% | 7.97% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.15% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
RVW Wealth, LLC | 4 | 4 | 1.83% | 2.97% | 4.12% | Q1 2023 | Q4 2023 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 1.16% | 2.33% | 2.76% | Q3 2022 | Q2 2023 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Activest Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Stegent Equity Advisors, Inc. | 4 | 4 | 2.44% | 2.84% | 3.15% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 4 | 4 | 0.02% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.08% | 0.28% | Q4 2019 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Consolidated Planning Corp | 4 | 4 | 0.74% | 1.14% | 1.95% | Q2 2022 | Q1 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q2 2022 | Q1 2023 | 4 |
Safeguard Financial, LLC | 3 | 1 | 0.10% | 0.31% | 0.46% | Q2 2022 | Q2 2023 | 4 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4 | 4 | 0.22% | 1.08% | 2.11% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 2.40% | 2.59% | 2.65% | Q4 2022 | Q3 2023 | 4 |
Legacy CG, LLC | 4 | 4 | 5.00% | 6.82% | 8.13% | Q3 2022 | Q2 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 6.18% | 7.36% | 8.96% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.10% | 0.24% | 0.42% | Q4 2021 | Q3 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 4 | 4 | 1.22% | 2.21% | 3.08% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.12% | 0.20% | Q2 2022 | Q3 2023 | 4 |
Connectus Wealth, LLC | 3 | 1 | 0.03% | 0.14% | 0.44% | Q2 2022 | Q3 2023 | 4 |
STONNINGTON GROUP, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q1 2023 | 3 |
KilterHowling LLC | 3 | 3 | 6.44% | 6.89% | 7.15% | Q1 2023 | Q3 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 0.81% | 1.28% | 1.57% | Q1 2023 | Q3 2023 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.36% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.89% | 0.89% | 0.91% | Q1 2023 | Q3 2023 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Beck Bode, LLC | 3 | 3 | 0.28% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
New England Capital Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.35% | 1.04% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 1.15% | 1.16% | 1.17% | Q4 2021 | Q2 2022 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ROMANO BROTHERS AND COMPANY | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WJ Wealth Management, LLC | 2 | 1 | 1.77% | 6.30% | 10.95% | Q1 2022 | Q1 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Plan Group Financial, LLC | 2 | 1 | 1.33% | 4.23% | 6.62% | Q2 2022 | Q3 2023 | 3 |
Advisor Resource Council | 2 | 1 | 0.09% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.15% | 0.21% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 10.68% | 10.71% | 10.73% | Q1 2023 | Q3 2023 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 3 | 0.90% | 1.48% | 1.95% | Q3 2022 | Q1 2023 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 1.51% | 1.60% | 1.71% | Q1 2023 | Q3 2023 | 3 |
McAlister, Sweet & Associates, Inc. | 3 | 3 | 4.98% | 8.14% | 10.27% | Q2 2023 | Q4 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 10.57% | 12.89% | 14.45% | Q1 2023 | Q3 2023 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.22% | 0.28% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.43% | 0.47% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 0.36% | 1.52% | 3.54% | Q1 2023 | Q3 2023 | 3 |
ROVIN CAPITAL /UT/ /ADV | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ODonnell Financial Services, LLC | 2 | 1 | 7.12% | 12.36% | 20.26% | Q1 2022 | Q3 2023 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.59% | 0.63% | 0.70% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 0.21% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 1.16% | 3.18% | 4.61% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.36% | 0.45% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 1.03% | 1.22% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.37% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF OKLAHOMA | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.01% | 0.24% | 0.52% | Q2 2022 | Q4 2022 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 3 |
Foster Victor Wealth Advisors, LLC | 3 | 3 | 1.73% | 1.82% | 1.88% | Q1 2023 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.05% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 3 |
Financial Planning & Information Services, Inc. | 3 | 3 | 0.16% | 0.26% | 0.37% | Q1 2023 | Q3 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.46% | 0.50% | 0.57% | Q1 2023 | Q3 2023 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Shore Point Advisors, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q2 2022 | Q4 2022 | 3 |
Coastline Trust Co | 3 | 3 | 0.58% | 0.63% | 0.72% | Q1 2023 | Q3 2023 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 10.68% | 11.04% | 11.47% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 1.93% | 2.16% | 2.58% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.16% | 0.25% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Empirical Asset Management, LLC | 3 | 3 | 1.22% | 1.26% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.12% | 0.30% | 0.65% | Q3 2022 | Q1 2023 | 3 |
Financial Partners Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
LOWERY THOMAS, LLC | 3 | 3 | 0.74% | 1.07% | 1.29% | Q1 2023 | Q3 2023 | 3 |
SlateStone Wealth, LLC | 3 | 3 | 0.25% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.45% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.75% | 0.78% | 0.80% | Q1 2023 | Q3 2023 | 3 |
St. Johns Investment Management Company, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
CMC Financial Group | 3 | 3 | 0.50% | 11.79% | 21.52% | Q1 2023 | Q3 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.30% | 0.44% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.39% | 0.45% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.66% | 0.76% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Stewardship Advisors, LLC | 3 | 3 | 2.23% | 2.28% | 2.38% | Q1 2023 | Q3 2023 | 3 |
WADE G W & INC | 3 | 3 | 0.68% | 0.75% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 1.03% | 1.27% | 1.69% | Q1 2023 | Q3 2023 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.80% | 0.84% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Aspire Capital Advisors LLC | 3 | 3 | 1.49% | 1.52% | 1.58% | Q1 2023 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Banco BTG Pactual S.A. | 3 | 3 | 0.32% | 0.73% | 1.49% | Q4 2022 | Q2 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.14% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.24% | 0.48% | 0.74% | Q4 2022 | Q1 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 1.35% | 1.63% | 1.92% | Q2 2022 | Q3 2022 | 2 |
VICUS CAPITAL | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Tamar Securities, LLC | 1 | 1 | 0.14% | 0.82% | 1.51% | Q4 2022 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Red Tortoise LLC | 1 | 1 | 0.27% | 0.28% | 0.28% | Q3 2021 | Q4 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.39% | 0.50% | 0.62% | Q4 2022 | Q1 2023 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.45% | 0.60% | 0.76% | Q2 2023 | Q3 2023 | 2 |
American Trust | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q1 2023 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Good Life Advisors, LLC | 1 | 1 | 0.06% | 0.20% | 0.33% | Q1 2022 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2023 | Q4 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
FLAGSTAR ADVISORS INC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 1.94% | 2.08% | 2.22% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.96% | 1.96% | 1.97% | Q4 2022 | Q1 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 4.38% | 4.76% | 5.14% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.11% | 0.18% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.11% | 0.24% | 0.37% | Q2 2022 | Q3 2022 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 1.06% | 1.66% | 2.25% | Q2 2023 | Q4 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.59% | 0.99% | 1.39% | Q4 2022 | Q1 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
ASB Consultores, LLC | 1 | 1 | 3.46% | 3.52% | 3.57% | Q1 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SPINNAKER TRUST | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.45% | 0.49% | 0.53% | Q2 2023 | Q3 2023 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.95% | 0.99% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Gainplan LLC | 2 | 2 | 0.23% | 0.72% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.21% | 0.26% | 0.31% | Q1 2022 | Q2 2022 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.39% | 0.69% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.58% | 0.62% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 2.76% | 2.83% | 2.91% | Q2 2018 | Q3 2018 | 2 |
BCGM Wealth Management, LLC | 2 | 2 | 2.51% | 2.60% | 2.70% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.60% | 0.67% | 0.74% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELLERSON GROUP INC /ADV | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.18% | 0.64% | 1.10% | Q4 2022 | Q1 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Alta Wealth Advisors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q3 2023 | Q3 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Financial Bank - Trust Division | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 4.61% | 4.61% | 4.61% | Q3 2023 | Q3 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Modus Advisors, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2023 | Q4 2023 | 1 |
Tevis Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Values Added Financial LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HF Advisory Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Meixler Investment Management, Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Services Advisory Inc | 1 | 1 | 8.54% | 8.54% | 8.54% | Q4 2022 | Q4 2022 | 1 |
Key FInancial Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Financial Partners Group, Inc | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SOL Capital Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Callan Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Retireful, LLC | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2023 | Q3 2023 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paragon Private Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prosperitas Financial LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own PACER FDS TR or have owned PACER FDS TR in the past.