Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 78 |
BANK HAPOALIM BM | 33 | 33 | 0.01% | 0.24% | 0.89% | Q4 2013 | Q4 2021 | 54 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 48 |
PRIVATE TRUST CO NA | 43 | 43 | 0.01% | 0.12% | 0.23% | Q1 2013 | Q3 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.14% | 0.91% | Q1 2013 | Q3 2023 | 43 |
Regis Management CO LLC | 43 | 43 | 0.52% | 4.02% | 8.00% | Q1 2013 | Q3 2023 | 43 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.17% | 1.54% | 2.10% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.28% | 1.75% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.15% | 0.74% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 42 | 42 | 0.86% | 2.11% | 6.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.04% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.28% | 1.02% | Q2 2013 | Q4 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 21 | 20 | 0.00% | 0.04% | 0.31% | Q2 2013 | Q3 2023 | 41 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 41 | 41 | 0.04% | 0.10% | 0.20% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 24 | 17 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.27% | 0.65% | 1.08% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.09% | 0.30% | Q4 2013 | Q3 2023 | 40 |
PATTON ALBERTSON MILLER GROUP, LLC | 40 | 40 | 0.16% | 1.22% | 6.12% | Q2 2013 | Q1 2023 | 40 |
D'Orazio & Associates, Inc. | 40 | 40 | 0.06% | 0.73% | 2.64% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 35 | 5 | 0.02% | 0.28% | 1.24% | Q2 2013 | Q3 2023 | 40 |
CIBC WORLD MARKET INC. | 35 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.46% | 1.57% | 3.33% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
ROCKY MOUNTAIN ADVISERS, LLC | 39 | 39 | 0.01% | 0.10% | 0.26% | Q4 2013 | Q2 2023 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.09% | 3.35% | 6.09% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 33 | 6 | 0.02% | 0.08% | 0.61% | Q2 2013 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 38 | 38 | 0.01% | 0.08% | 0.54% | Q2 2013 | Q3 2022 | 38 |
CAPTRUST FINANCIAL ADVISORS | 28 | 3 | 0.00% | 0.07% | 0.65% | Q4 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 37 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 37 | 37 | 0.01% | 0.08% | 0.64% | Q4 2012 | Q4 2021 | 37 |
KING LUTHER CAPITAL MANAGEMENT CORP | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Creative Planning | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 2 | 0.00% | 0.06% | 0.50% | Q2 2013 | Q3 2022 | 37 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 36 | 36 | 0.05% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Burt Wealth Advisors | 36 | 36 | 0.06% | 0.35% | 1.22% | Q4 2014 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.06% | 1.12% | 3.52% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.06% | 0.15% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Capital Analysts, LLC | 27 | 9 | 0.00% | 0.99% | 4.54% | Q1 2013 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 24 | 3 | 0.01% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 36 |
Destination Wealth Management | 32 | 3 | 0.13% | 0.27% | 0.37% | Q4 2013 | Q3 2023 | 35 |
Asset Management Group, Inc. | 34 | 34 | 0.24% | 0.66% | 1.55% | Q2 2015 | Q3 2023 | 34 |
GREATMARK INVESTMENT PARTNERS, INC. | 33 | 1 | 0.05% | 0.21% | 0.32% | Q3 2013 | Q1 2022 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.64% | 1.52% | 4.21% | Q4 2013 | Q1 2022 | 34 |
GOULD ASSET MANAGEMENT LLC /CA/ | 34 | 34 | 0.23% | 1.06% | 2.30% | Q2 2015 | Q3 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q1 2023 | 34 |
JNBA Financial Advisors | 21 | 13 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q4 2021 | 34 |
Simplicity Solutions, LLC | 26 | 7 | 0.08% | 0.66% | 3.65% | Q2 2015 | Q3 2023 | 33 |
Atria Investments, Inc | 27 | 2 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 33 |
Glovista Investments LLC | 33 | 33 | 0.15% | 0.42% | 1.07% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.08% | 2.10% | Q1 2014 | Q1 2022 | 33 |
Smithfield Trust Co | 32 | 32 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.09% | 1.17% | 2.26% | Q1 2014 | Q4 2021 | 32 |
First Heartland Consultants, Inc. | 19 | 2 | 0.03% | 0.41% | 1.67% | Q2 2013 | Q3 2023 | 32 |
Fragasso Group Inc. | 32 | 32 | 0.36% | 1.96% | 3.56% | Q1 2016 | Q4 2023 | 32 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.12% | 0.39% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Psagot Value Holdings Ltd. | 31 | 31 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.24% | 0.60% | Q1 2016 | Q3 2023 | 31 |
DELTA ASSET MANAGEMENT LLC/TN | 27 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Rehmann Capital Advisory Group | 15 | 1 | 0.06% | 1.04% | 2.49% | Q2 2012 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.08% | 0.31% | Q2 2013 | Q3 2020 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.42% | 0.73% | 1.37% | Q1 2016 | Q2 2023 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.06% | 1.38% | 8.48% | Q2 2013 | Q3 2020 | 30 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.78% | 2.83% | 6.54% | Q1 2016 | Q3 2023 | 29 |
Miracle Mile Advisors, LLC | 29 | 29 | 0.01% | 0.52% | 2.09% | Q3 2016 | Q3 2023 | 29 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.14% | 0.79% | 2.10% | Q2 2013 | Q2 2020 | 29 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.06% | 0.68% | 1.01% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 29 |
Hudock, Inc. | 19 | 10 | 0.01% | 1.38% | 18.32% | Q2 2013 | Q3 2022 | 29 |
Dynamic Advisor Solutions LLC | 28 | 28 | 0.02% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Cubic Asset Management, LLC | 28 | 28 | 0.11% | 0.13% | 0.16% | Q3 2013 | Q2 2020 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.01% | 0.11% | 0.54% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 6.78% | 11.98% | 17.14% | Q4 2013 | Q3 2020 | 28 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28 | 28 | 0.05% | 0.15% | 0.48% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.13% | 0.64% | Q1 2016 | Q4 2022 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.12% | 0.28% | 0.83% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.25% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.03% | 0.60% | 4.57% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.04% | 0.13% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Callan Capital, LLC | 23 | 4 | 0.13% | 0.29% | 0.54% | Q3 2013 | Q3 2022 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
Horizon Investments, LLC | 11 | 3 | 0.04% | 0.61% | 4.80% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.09% | 0.32% | Q2 2013 | Q4 2019 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26 | 26 | 0.23% | 0.64% | 0.86% | Q2 2017 | Q3 2023 | 26 |
Cetera Investment Advisers | 26 | 26 | 0.02% | 0.11% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Fort Point Capital Partners LLC | 21 | 5 | 0.04% | 0.81% | 1.76% | Q4 2013 | Q1 2023 | 26 |
Emery Howard Portfolio Management, Inc. | 26 | 26 | 0.06% | 0.09% | 0.14% | Q3 2015 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.31% | Q2 2013 | Q3 2019 | 26 |
Litman Gregory Wealth Management LLC | 21 | 5 | 0.00% | 1.98% | 14.39% | Q2 2013 | Q1 2021 | 26 |
CWM, LLC | 15 | 1 | 0.00% | 0.56% | 1.16% | Q3 2015 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 26 |
Sowell Financial Services LLC | 17 | 2 | 0.01% | 0.53% | 1.46% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Norway Savings Bank | 26 | 26 | 0.01% | 2.44% | 4.15% | Q2 2017 | Q3 2023 | 26 |
BARCLAYS PLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 26 |
M Holdings Securities, Inc. | 9 | 1 | 0.05% | 0.74% | 2.10% | Q3 2014 | Q2 2023 | 25 |
RPg Family Wealth Advisory, LLC | 21 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.09% | 0.50% | Q3 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
OPPENHEIMER & CO INC | 15 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Advisory Services Network, LLC | 19 | 1 | 0.00% | 0.18% | 1.52% | Q2 2013 | Q3 2023 | 25 |
SONATA CAPITAL GROUP INC | 25 | 25 | 0.16% | 0.21% | 0.25% | Q4 2014 | Q4 2020 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2023 | 25 |
Hudson Capital Management LLC | 24 | 24 | 2.40% | 6.66% | 10.71% | Q4 2017 | Q3 2023 | 24 |
First City Capital Management, Inc. | 14 | 1 | 0.02% | 0.18% | 0.43% | Q1 2014 | Q3 2023 | 24 |
FMR LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 19 | 5 | 0.02% | 0.10% | 0.34% | Q3 2017 | Q3 2023 | 24 |
HCR Wealth Advisors | 24 | 24 | 0.15% | 0.27% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.26% | 0.80% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Perigon Wealth Management, LLC | 12 | 3 | 0.02% | 0.06% | 0.12% | Q3 2014 | Q4 2021 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q1 2019 | 24 |
Strategic Advisors LLC | 17 | 2 | 0.47% | 1.87% | 3.20% | Q1 2016 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 18 | 5 | 0.13% | 0.23% | 0.67% | Q4 2017 | Q3 2023 | 23 |
Blue Edge Capital, LLC | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q3 2023 | 23 |
FIRST FOUNDATION ADVISORS | 22 | 22 | 0.02% | 0.03% | 0.10% | Q4 2015 | Q1 2021 | 22 |
SNS Financial Group, LLC | 16 | 2 | 0.03% | 0.08% | 0.28% | Q1 2013 | Q4 2020 | 22 |
EP Wealth Advisors, LLC | 22 | 22 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 22 | 22 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2018 | 22 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.11% | 0.21% | Q3 2017 | Q3 2023 | 22 |
One Capital Management, LLC | 20 | 1 | 0.01% | 0.15% | 0.42% | Q3 2014 | Q2 2022 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.05% | 0.14% | 0.25% | Q2 2018 | Q3 2023 | 22 |
CIBC Asset Management Inc | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 4 | 0.25% | 1.11% | 3.03% | Q4 2013 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 21 |
Freedom Investment Management, Inc. | 19 | 2 | 0.04% | 2.74% | 16.77% | Q1 2013 | Q3 2020 | 21 |
Quantitative Advantage, LLC | 21 | 21 | 1.47% | 2.37% | 3.27% | Q1 2018 | Q1 2023 | 21 |
Financial Advocates Investment Management | 14 | 3 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.04% | 0.14% | 0.43% | Q2 2018 | Q3 2023 | 21 |
Evanson Asset Management, LLC | 11 | 10 | 0.10% | 0.23% | 0.66% | Q4 2013 | Q1 2020 | 21 |
First Personal Financial Services | 21 | 21 | 0.01% | 0.18% | 1.07% | Q4 2014 | Q4 2019 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.05% | 0.20% | 0.44% | Q3 2018 | Q3 2023 | 21 |
Capital Advisors, Ltd. LLC | 16 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 11 | 2 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 20 |
LAKE STREET ADVISORS GROUP, LLC | 20 | 20 | 0.16% | 0.29% | 0.48% | Q4 2017 | Q3 2022 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.03% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 20 |
VALICENTI ADVISORY SERVICES INC | 10 | 10 | 0.05% | 0.16% | 0.42% | Q2 2013 | Q4 2021 | 20 |
Winslow, Evans & Crocker, Inc. | 13 | 2 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q4 2020 | 20 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.00% | 0.03% | 0.33% | Q3 2018 | Q3 2023 | 20 |
Peak Asset Management, LLC | 18 | 2 | 0.87% | 1.67% | 3.18% | Q4 2014 | Q4 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.14% | 0.24% | 0.42% | Q4 2017 | Q3 2022 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Intellectus Partners, LLC | 18 | 2 | 0.06% | 0.16% | 0.39% | Q2 2018 | Q2 2023 | 20 |
WealthPLAN Partners, LLC | 10 | 1 | 0.01% | 1.35% | 3.99% | Q1 2015 | Q3 2023 | 20 |
Highland Private Wealth Management | 18 | 1 | 0.04% | 0.09% | 0.21% | Q4 2015 | Q3 2022 | 20 |
NewFocus Financial Group, LLC | 18 | 1 | 0.06% | 0.17% | 0.33% | Q2 2014 | Q4 2020 | 20 |
Next Capital Management LLC | 20 | 20 | 0.20% | 0.49% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Kistler-Tiffany Companies, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 19 |
Wolf Group Capital Advisors | 19 | 19 | 0.19% | 0.34% | 0.44% | Q1 2019 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Krilogy Financial LLC | 18 | 1 | 0.00% | 1.19% | 1.71% | Q3 2018 | Q3 2023 | 19 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 19 | 19 | 0.26% | 0.55% | 2.61% | Q1 2019 | Q3 2023 | 19 |
Hamilton Wealth, LLC | 19 | 19 | 0.20% | 1.73% | 6.74% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Elwood & Goetz Wealth Advisory Group, LLC | 13 | 6 | 0.56% | 7.59% | 12.76% | Q4 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.00% | 0.04% | 0.25% | Q4 2017 | Q3 2023 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2021 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2017 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.04% | 0.21% | 0.30% | Q2 2013 | Q1 2019 | 18 |
IFC Holdings Incorporated/FL | 17 | 1 | 0.02% | 0.09% | 0.32% | Q2 2013 | Q4 2017 | 18 |
VISTA INVESTMENT MANAGEMENT | 18 | 18 | 0.48% | 1.21% | 1.41% | Q4 2017 | Q1 2022 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2021 | 18 |
Bouchey Financial Group Ltd | 14 | 4 | 0.47% | 2.83% | 4.12% | Q4 2013 | Q1 2019 | 18 |
Overbrook Management Corp | 11 | 2 | 0.07% | 0.10% | 0.15% | Q1 2015 | Q2 2022 | 18 |
Leisure Capital Management | 18 | 18 | 0.18% | 0.71% | 3.33% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.08% | 1.93% | 4.72% | Q2 2019 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 15 | 3 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q4 2021 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.12% | 0.56% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q3 2017 | 18 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
FIRST NATIONAL CORP /MA/ /ADV | 16 | 2 | 0.00% | 0.57% | 2.63% | Q4 2018 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 15 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2018 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.12% | 0.51% | 0.85% | Q4 2017 | Q1 2022 | 18 |
Connecticut Wealth Management, LLC | 15 | 3 | 0.02% | 0.16% | 0.61% | Q4 2018 | Q3 2023 | 18 |
Intelligence Driven Advisers, LLC | 18 | 18 | 0.23% | 0.79% | 2.98% | Q2 2019 | Q3 2023 | 18 |
Stratos Investment Management, LLC | 18 | 18 | 0.05% | 0.57% | 2.61% | Q1 2019 | Q2 2023 | 18 |
Aviance Capital Partners, LLC | 17 | 17 | 0.60% | 1.02% | 1.37% | Q3 2019 | Q3 2023 | 17 |
FDx Advisors, Inc. | 15 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 17 |
Old Port Advisors | 16 | 1 | 0.15% | 0.48% | 0.86% | Q2 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 2.92% | 3.99% | 4.97% | Q4 2019 | Q4 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.17% | 0.24% | 0.43% | Q3 2019 | Q3 2023 | 17 |
Bridgeworth, LLC | 9 | 1 | 0.03% | 0.19% | 0.45% | Q4 2016 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 9 | 8 | 0.00% | 0.12% | 0.27% | Q4 2017 | Q3 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Baker Avenue Asset Management, LP | 17 | 17 | 0.04% | 1.01% | 1.88% | Q2 2013 | Q2 2017 | 17 |
Western Wealth Management, LLC | 11 | 6 | 0.02% | 0.15% | 0.39% | Q4 2018 | Q1 2023 | 17 |
COLONY GROUP LLC | 13 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 17 |
Apriem Advisors | 16 | 1 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q2 2018 | 17 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 17 |
DAVENPORT & Co LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 17 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.04% | 0.48% | Q2 2013 | Q3 2023 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 17 |
Peak Financial Management, Inc. | 17 | 17 | 0.09% | 0.35% | 0.59% | Q4 2018 | Q4 2022 | 17 |
Avion Wealth | 17 | 17 | 0.01% | 0.13% | 0.82% | Q3 2019 | Q3 2023 | 17 |
NewEdge Advisors, LLC | 11 | 6 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 17 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 17 |
STEPH & CO | 16 | 16 | 1.27% | 2.28% | 4.03% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.01% | 0.12% | 0.51% | Q4 2016 | Q3 2023 | 16 |
Brookstone Capital Management | 10 | 2 | 0.01% | 0.21% | 0.83% | Q4 2013 | Q2 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Essex Financial Services, Inc. | 14 | 1 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.74% | 1.48% | 2.64% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 9.70% | 12.26% | 17.06% | Q4 2019 | Q3 2023 | 16 |
Bay Harbor Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Laird Norton Wetherby Wealth Management, LLC | 11 | 5 | 0.05% | 0.15% | 0.73% | Q2 2013 | Q1 2022 | 16 |
FCG ADVISORS, LLC | 16 | 16 | 0.06% | 0.13% | 0.22% | Q2 2016 | Q1 2020 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2021 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.06% | 0.29% | Q3 2013 | Q2 2017 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 0.46% | 1.34% | 3.31% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.05% | 1.54% | 7.05% | Q4 2017 | Q3 2023 | 16 |
Alera Investment Advisors, LLC | 14 | 2 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q2 2023 | 16 |
Mariner, LLC | 10 | 1 | 0.00% | 0.25% | 1.35% | Q2 2013 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.01% | 1.65% | 3.33% | Q3 2019 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 3.70% | 17.01% | 26.39% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.06% | 1.77% | 5.89% | Q4 2019 | Q3 2023 | 16 |
Segment Wealth Management, LLC | 15 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2018 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 1.75% | 2.37% | 3.07% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.06% | 0.31% | 1.42% | Q4 2019 | Q3 2023 | 16 |
AVALON CAPITAL MANAGEMENT | 14 | 1 | 0.28% | 4.41% | 6.42% | Q2 2013 | Q2 2021 | 16 |
B. Riley Wealth Management, Inc. | 14 | 2 | 0.01% | 1.32% | 2.07% | Q1 2014 | Q2 2022 | 16 |
People's United Financial, Inc. | 15 | 1 | 0.00% | 0.01% | 0.18% | Q4 2013 | Q2 2018 | 16 |
PRUDENT INVESTORS NETWORK, INC. | 16 | 16 | 8.34% | 10.55% | 14.98% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 16 | 16 | 1.38% | 3.03% | 6.04% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 16 | 16 | 0.06% | 0.74% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.05% | 0.44% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Formidable Asset Management, LLC | 15 | 15 | 0.16% | 0.20% | 0.28% | Q3 2013 | Q1 2017 | 15 |
Affiance Financial, LLC | 15 | 15 | 0.16% | 0.37% | 0.72% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 13 | 2 | 0.07% | 1.08% | 2.50% | Q3 2013 | Q3 2023 | 15 |
Addison Capital Co | 15 | 15 | 0.23% | 0.33% | 0.43% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 14 | 1 | 0.00% | 0.04% | 0.21% | Q2 2019 | Q3 2023 | 15 |
BFSG, LLC | 15 | 15 | 0.05% | 0.20% | 0.30% | Q1 2017 | Q3 2020 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.08% | 0.89% | 1.80% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 10 | 2 | 0.00% | 0.24% | 0.93% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.13% | 0.38% | Q2 2013 | Q4 2016 | 15 |
Aveo Capital Partners, LLC | 15 | 15 | 0.27% | 1.14% | 4.68% | Q1 2020 | Q3 2023 | 15 |
Allen Investment Management, LLC | 15 | 15 | 0.11% | 0.35% | 1.05% | Q2 2013 | Q4 2016 | 15 |
GM Advisory Group, LLC | 15 | 15 | 0.41% | 1.20% | 2.06% | Q1 2020 | Q3 2023 | 15 |
SPRENG CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.24% | 0.39% | 0.63% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Janney Capital Management LLC | 11 | 4 | 1.72% | 2.86% | 5.70% | Q1 2015 | Q4 2018 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.11% | 1.16% | Q1 2015 | Q3 2018 | 15 |
Parisi Gray Wealth Management | 13 | 2 | 0.12% | 0.24% | 0.57% | Q4 2018 | Q2 2023 | 15 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.12% | 0.45% | Q1 2017 | Q1 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 15 | 15 | 0.06% | 0.07% | 0.09% | Q4 2015 | Q2 2019 | 15 |
Savant Capital, LLC | 15 | 15 | 0.00% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Paragon Capital Management Ltd | 15 | 15 | 0.11% | 0.16% | 0.25% | Q1 2017 | Q3 2020 | 15 |
Kelman-Lazarov, Inc. | 13 | 1 | 0.11% | 1.28% | 4.06% | Q1 2016 | Q3 2023 | 15 |
Gateway Advisory, LLC | 15 | 15 | 3.14% | 3.35% | 3.62% | Q2 2013 | Q4 2016 | 15 |
Aptus Capital Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.13% | 0.37% | Q2 2013 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 14 |
SVA Wealth Management, LLC | 11 | 3 | 0.11% | 0.46% | 2.00% | Q4 2013 | Q4 2020 | 14 |
Cedar Brook Financial Partners, LLC | 14 | 14 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q1 2022 | 14 |
Mutual Advisors, LLC | 7 | 7 | 0.03% | 0.28% | 1.38% | Q4 2017 | Q3 2021 | 14 |
CREDIT SUISSE AG/ | 12 | 2 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2022 | 14 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.09% | 0.28% | Q2 2019 | Q3 2022 | 14 |
Belpointe Asset Management LLC | 13 | 1 | 0.01% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 14 |
ALBION FINANCIAL GROUP /UT | 8 | 6 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q4 2020 | 14 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 14 | 14 | 3.13% | 8.27% | 15.72% | Q4 2019 | Q1 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 14 | 14 | 0.03% | 0.11% | 0.34% | Q1 2018 | Q2 2021 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.01% | 0.37% | 0.70% | Q2 2019 | Q3 2023 | 14 |
Avitas Wealth Management LLC | 14 | 14 | 0.21% | 0.24% | 0.36% | Q2 2020 | Q3 2023 | 14 |
AlphaCore Capital LLC | 11 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Frisch Financial Group, Inc. | 14 | 14 | 0.07% | 4.93% | 12.08% | Q4 2018 | Q1 2022 | 14 |
Capital Planning Advisors, LLC | 11 | 3 | 0.21% | 0.36% | 0.73% | Q1 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
Asset Planning Services, Ltd. | 14 | 14 | 0.09% | 0.20% | 0.25% | Q2 2015 | Q3 2018 | 14 |
Insight Wealth Partners, LLC | 14 | 14 | 0.20% | 0.88% | 1.90% | Q2 2020 | Q3 2023 | 14 |
Flaharty Asset Management, LLC | 14 | 14 | 1.82% | 4.14% | 5.42% | Q2 2020 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.13% | 0.40% | 1.14% | Q4 2013 | Q4 2017 | 14 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q2 2016 | 13 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 13 |
FRANKLIN RESOURCES INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 13 |
Rosenberg Matthew Hamilton | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 13 |
CEDAR CAPITAL, LLC | 13 | 13 | 0.15% | 0.21% | 0.28% | Q4 2015 | Q4 2018 | 13 |
PHH Investments, Ltd. | 13 | 13 | 2.21% | 9.51% | 17.43% | Q4 2016 | Q4 2019 | 13 |
WBI INVESTMENTS, LLC | 7 | 6 | 0.20% | 0.61% | 1.33% | Q2 2013 | Q3 2016 | 13 |
FIC CAPITAL INC | 13 | 13 | 0.23% | 0.35% | 0.48% | Q3 2014 | Q3 2017 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.19% | 0.54% | Q2 2013 | Q2 2016 | 13 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 3 | 0.36% | 2.73% | 4.86% | Q2 2020 | Q3 2023 | 13 |
Family Firm, Inc. | 13 | 13 | 0.14% | 0.41% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
TimeScale Financial, Inc. | 13 | 13 | 0.04% | 0.39% | 2.40% | Q2 2020 | Q2 2023 | 13 |
Summit Financial Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Northeast Financial Consultants Inc | 13 | 13 | 0.04% | 0.13% | 0.20% | Q3 2019 | Q3 2022 | 13 |
Concert Wealth Management Inc. | 7 | 6 | 0.03% | 0.15% | 0.50% | Q2 2013 | Q3 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 5 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Cerity Partners LLC | 5 | 3 | 0.00% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Weaver Consulting Group | 12 | 12 | 0.19% | 0.41% | 0.63% | Q1 2020 | Q4 2022 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 1.36% | 7.67% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.16% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 12 |
Alexandria Capital, LLC | 7 | 5 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.04% | 0.14% | 0.66% | Q4 2015 | Q3 2018 | 12 |
KWMG, LLC | 12 | 12 | 0.14% | 1.12% | 1.24% | Q4 2020 | Q3 2023 | 12 |
Marks Group Wealth Management, Inc | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 12 |
Signify Wealth | 12 | 12 | 0.90% | 2.86% | 6.09% | Q4 2020 | Q3 2023 | 12 |
Sanctuary Wealth Management, L.L.C. | 8 | 1 | 0.02% | 0.46% | 0.77% | Q1 2010 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.03% | 4.97% | 6.13% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.23% | 1.95% | 6.19% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 10 | 2 | 0.00% | 0.25% | 0.74% | Q4 2019 | Q2 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 1.35% | 2.33% | 4.64% | Q4 2020 | Q3 2023 | 12 |
Round Table Services, LLC | 12 | 12 | 0.14% | 0.18% | 0.23% | Q2 2013 | Q1 2016 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Morningstar Investment Services LLC | 12 | 12 | 0.78% | 1.69% | 2.58% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
AMG National Trust Bank | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 12 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.05% | 0.16% | 0.29% | Q2 2015 | Q1 2018 | 12 |
Concorde Asset Management, LLC | 8 | 4 | 0.12% | 0.39% | 0.97% | Q4 2017 | Q1 2021 | 12 |
AlphaStar Capital Management, LLC | 12 | 12 | 0.02% | 0.53% | 1.26% | Q3 2019 | Q2 2022 | 12 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.04% | 0.25% | 0.60% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.11% | 1.06% | 3.51% | Q4 2020 | Q2 2023 | 11 |
Stone House Investment Management, LLC | 7 | 1 | 0.06% | 1.28% | 4.41% | Q4 2017 | Q1 2022 | 11 |
TFG Advisers LLC | 11 | 11 | 0.10% | 0.13% | 0.18% | Q3 2019 | Q1 2022 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.06% | 0.27% | 0.39% | Q2 2019 | Q4 2021 | 11 |
Legacy Financial Strategies, LLC | 11 | 11 | 0.15% | 0.26% | 0.46% | Q3 2019 | Q1 2022 | 11 |
USA MUTUALS ADVISORS, INC. | 10 | 1 | 0.07% | 0.19% | 0.26% | Q3 2013 | Q2 2016 | 11 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Abbot Financial Management, Inc. | 11 | 11 | 0.19% | 0.50% | 0.80% | Q1 2021 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 0.43% | 0.59% | 0.88% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q4 2021 | 11 |
MorganRosel Wealth Management, LLC | 11 | 11 | 0.19% | 0.80% | 1.82% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 1.74% | 3.71% | Q4 2020 | Q2 2023 | 11 |
BCS Wealth Management | 11 | 11 | 0.22% | 0.43% | 1.03% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 11 |
OLD NATIONAL BANCORP /IN/ | 11 | 11 | 0.02% | 0.07% | 0.14% | Q2 2014 | Q4 2016 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 3 | 0.02% | 0.11% | 0.66% | Q4 2018 | Q3 2021 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.06% | 0.20% | Q4 2020 | Q2 2023 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.07% | 0.11% | Q3 2020 | Q1 2023 | 11 |
CORRADO ADVISORS, LLC | 5 | 3 | 0.12% | 0.35% | 0.64% | Q3 2013 | Q1 2017 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.23% | 0.37% | 0.56% | Q1 2021 | Q3 2023 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 4 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 11 |
Seascape Capital Management | 11 | 11 | 5.29% | 8.39% | 11.11% | Q4 2019 | Q2 2022 | 11 |
SECURITY NATIONAL TRUST CO | 10 | 1 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2016 | 11 |
Mascoma Wealth Management LLC | 8 | 3 | 0.02% | 1.05% | 2.99% | Q4 2016 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.43% | 1.27% | Q4 2020 | Q2 2023 | 11 |
FRG Family Wealth Advisors LLC | 11 | 11 | 0.13% | 3.28% | 5.12% | Q4 2015 | Q2 2018 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 11 |
Bluefin Trading, LLC | 7 | 4 | 0.02% | 0.13% | 0.46% | Q2 2013 | Q1 2016 | 11 |
Walkner Condon Financial Advisors LLC | 11 | 11 | 0.06% | 0.14% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 10 | 1 | 0.03% | 0.15% | 0.72% | Q4 2018 | Q3 2021 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 11 |
Greytown Advisors Inc. | 11 | 11 | 0.22% | 0.34% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Kovack Advisors, Inc. | 4 | 1 | 0.02% | 1.35% | 5.62% | Q3 2012 | Q4 2021 | 11 |
WealthShield Partners, LLC | 7 | 4 | 0.01% | 0.24% | 0.48% | Q4 2017 | Q3 2023 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.02% | 0.19% | 0.83% | Q1 2019 | Q3 2021 | 11 |
Apella Capital, LLC | 7 | 3 | 0.03% | 0.32% | 1.12% | Q2 2021 | Q4 2023 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 10 |
Valmark Advisers, Inc. | 6 | 4 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.14% | 0.38% | Q4 2014 | Q1 2017 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.05% | 0.38% | 0.73% | Q4 2020 | Q3 2023 | 10 |
PLANNING ALTERNATIVES LTD /ADV | 5 | 5 | 0.06% | 0.13% | 0.19% | Q3 2013 | Q4 2019 | 10 |
Foothills Asset Management, Ltd. | 10 | 10 | 0.25% | 0.29% | 0.32% | Q4 2013 | Q1 2016 | 10 |
Realta Investment Advisors | 5 | 2 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q4 2022 | 10 |
Guidant Wealth Advisors | 10 | 10 | 0.00% | 0.16% | 1.13% | Q3 2016 | Q4 2018 | 10 |
Joel Isaacson & Co., LLC | 8 | 2 | 0.00% | 0.11% | 0.16% | Q4 2012 | Q2 2015 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.30% | 0.67% | Q4 2018 | Q2 2022 | 10 |
Abacus Planning Group, Inc. | 10 | 10 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.08% | 0.31% | 0.68% | Q4 2019 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2020 | 10 |
BANQUE PICTET & CIE SA | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 10 |
FundX Investment Group, LLC | 5 | 2 | 0.24% | 4.62% | 7.96% | Q2 2013 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 8 | 1 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 5.23% | 9.31% | 14.81% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.25% | 0.32% | 0.38% | Q1 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 10 |
Stokes Capital Advisors, LLC | 10 | 10 | 2.27% | 3.08% | 5.16% | Q4 2017 | Q1 2020 | 10 |
BHF Kleinwort Benson Group S.A. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Leonard Rickey Investment Advisors P.L.L.C. | 10 | 10 | 0.14% | 0.16% | 0.18% | Q4 2017 | Q1 2020 | 10 |
White Lighthouse Investment Management Inc. | 7 | 3 | 0.08% | 0.12% | 0.18% | Q1 2018 | Q1 2021 | 10 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q2 2021 | 10 |
Navalign, LLC | 9 | 9 | 0.09% | 0.75% | 2.72% | Q1 2021 | Q1 2023 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.30% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
GIRARD PARTNERS LTD. | 9 | 9 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q4 2021 | 9 |
G&S Capital LLC | 9 | 9 | 0.00% | 1.95% | 4.96% | Q4 2017 | Q4 2019 | 9 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 9 | 9 | 0.06% | 0.23% | 0.32% | Q3 2020 | Q3 2022 | 9 |
StrategIQ Financial Group, LLC | 8 | 1 | 0.03% | 0.09% | 0.28% | Q2 2017 | Q3 2023 | 9 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2023 | 9 |
SPINNAKER TRUST | 8 | 1 | 0.03% | 2.03% | 3.80% | Q2 2013 | Q1 2018 | 9 |
Financial Architects, Inc | 5 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2016 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.15% | 0.22% | 0.30% | Q1 2020 | Q1 2022 | 9 |
Rollins Financial | 6 | 3 | 0.07% | 0.28% | 0.54% | Q4 2020 | Q1 2023 | 9 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 1 | 0.09% | 0.15% | 0.19% | Q4 2020 | Q1 2023 | 9 |
WBH ADVISORY INC | 9 | 9 | 0.06% | 0.10% | 0.18% | Q3 2020 | Q3 2022 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.01% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Waypoint Wealth Partners Inc. | 5 | 4 | 0.09% | 0.12% | 0.22% | Q1 2021 | Q3 2023 | 9 |
LGL PARTNERS, LLC | 9 | 9 | 0.54% | 1.13% | 1.74% | Q3 2017 | Q3 2019 | 9 |
Andesa Financial Management Inc. | 9 | 9 | 0.20% | 2.44% | 4.18% | Q3 2020 | Q3 2022 | 9 |
Arden Trust Co | 9 | 9 | 0.06% | 0.18% | 0.29% | Q2 2019 | Q2 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2016 | 9 |
PFG Advisors | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 9 | 9 | 0.22% | 0.28% | 0.31% | Q4 2013 | Q4 2015 | 9 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 9 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
Capital Advisors Wealth Management, LLC | 9 | 9 | 0.06% | 2.76% | 6.72% | Q1 2021 | Q1 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 9 |
Key FInancial Inc | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.46% | 0.61% | 0.72% | Q4 2019 | Q4 2021 | 9 |
Csenge Advisory Group | 7 | 1 | 0.11% | 0.35% | 0.56% | Q3 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 8 |
Somerset Group LLC | 8 | 8 | 2.26% | 2.85% | 3.36% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Regal Investment Advisors LLC | 6 | 2 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2016 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Del-Sette Capital Management, LLC | 8 | 8 | 1.90% | 2.83% | 3.52% | Q4 2021 | Q3 2023 | 8 |
Inscription Capital, LLC | 7 | 1 | 0.08% | 0.29% | 0.55% | Q3 2019 | Q3 2021 | 8 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 8 | 8 | 0.52% | 0.60% | 0.72% | Q4 2021 | Q3 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.05% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 2.41% | 3.22% | 3.80% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SOL Capital Management CO | 7 | 1 | 0.03% | 0.15% | 0.25% | Q1 2018 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q2 2022 | 8 |
Delta Investment Management, LLC | 5 | 3 | 0.15% | 0.34% | 0.98% | Q4 2020 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Symphony Financial, Ltd. Co. | 8 | 8 | 0.08% | 0.19% | 0.30% | Q1 2020 | Q4 2021 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 2.83% | 4.14% | 8.26% | Q4 2021 | Q3 2023 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2019 | 8 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.11% | 0.74% | 2.46% | Q4 2019 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.14% | 0.21% | 0.25% | Q4 2014 | Q3 2016 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.08% | 0.15% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Anfield Capital Management, LLC | 8 | 8 | 0.28% | 0.40% | 0.52% | Q1 2020 | Q4 2021 | 8 |
Danda Trouve Investment Management, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Concord Wealth Partners | 7 | 1 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q4 2022 | 8 |
Colorado Capital Management, Inc. | 8 | 8 | 0.14% | 0.24% | 0.29% | Q1 2018 | Q4 2019 | 8 |
XML Financial, LLC | 8 | 8 | 0.04% | 0.08% | 0.11% | Q1 2020 | Q4 2021 | 8 |
INR ADVISORY SERVICES LLC | 8 | 8 | 0.01% | 4.52% | 12.52% | Q2 2013 | Q1 2015 | 8 |
TD Capital Management LLC | 8 | 8 | 0.07% | 0.38% | 1.01% | Q4 2021 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 8 | 8 | 0.00% | 0.04% | 0.13% | Q4 2012 | Q3 2014 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Treasure Coast Financial Planning | 8 | 8 | 5.49% | 8.08% | 9.78% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
OneAscent Wealth Management LLC | 7 | 1 | 0.14% | 0.48% | 1.18% | Q3 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.05% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 8 |
McKinley Carter Wealth Services, Inc. | 6 | 2 | 0.02% | 0.12% | 0.44% | Q3 2013 | Q2 2022 | 8 |
SII INVESTMENTS INC/WI | 6 | 2 | 0.04% | 0.27% | 0.66% | Q2 2013 | Q2 2015 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.11% | 0.20% | 0.32% | Q2 2013 | Q4 2014 | 7 |
DUNCKER STREETT & CO INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Beacon Financial Advisory LLC | 7 | 7 | 0.15% | 0.53% | 1.14% | Q1 2022 | Q3 2023 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2013 | 7 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 7 |
CITY NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
TrueWealth Advisors, LLC | 6 | 1 | 0.38% | 0.56% | 1.35% | Q4 2020 | Q4 2022 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.23% | 0.36% | 0.50% | Q2 2013 | Q4 2014 | 7 |
LWM Advisory Services, LLC | 7 | 7 | 1.02% | 1.57% | 2.42% | Q4 2021 | Q2 2023 | 7 |
JMAC ENTERPRISES LLC | 7 | 7 | 0.06% | 0.30% | 0.44% | Q1 2022 | Q3 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 4 | 3 | 0.58% | 3.64% | 5.97% | Q2 2020 | Q3 2023 | 7 |
Advisory Services & Investments, LLC | 7 | 7 | 1.44% | 2.53% | 3.76% | Q1 2022 | Q3 2023 | 7 |
Winthrop Partners - WNY, LLC | 4 | 3 | 1.19% | 1.75% | 2.36% | Q4 2017 | Q3 2019 | 7 |
Good Harbor Financial, LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2015 | 7 |
JFS WEALTH ADVISORS, LLC | 4 | 3 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q1 2020 | 7 |
Choate Investment Advisors | 5 | 1 | 0.01% | 0.10% | 0.40% | Q4 2013 | Q2 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Grace Capital | 4 | 3 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2020 | 7 |
Horrell Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Hanlon Investment Management, Inc. | 6 | 1 | 0.58% | 1.73% | 4.55% | Q1 2015 | Q2 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.07% | 0.13% | Q1 2015 | Q3 2016 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.01% | 0.66% | 0.95% | Q2 2013 | Q4 2021 | 7 |
STRINGER ASSET MANAGEMENT, LLC | 7 | 7 | 1.78% | 3.33% | 4.46% | Q4 2020 | Q2 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.05% | 0.19% | 0.89% | Q1 2022 | Q4 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.13% | 1.68% | 2.28% | Q4 2020 | Q2 2022 | 7 |
Bouvel Investment Partners, LLC | 5 | 2 | 0.11% | 0.66% | 3.82% | Q4 2020 | Q3 2023 | 7 |
Buffington Mohr McNeal | 6 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q1 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.14% | 0.27% | 0.46% | Q2 2013 | Q4 2014 | 7 |
StoneX Group Inc. | 5 | 2 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q4 2021 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.20% | 2.06% | 2.80% | Q2 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.06% | 0.19% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Linscomb & Williams, Inc. | 6 | 6 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
L.M. KOHN & COMPANY | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q3 2018 | 6 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 5 | 1 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 6 |
Braver Wealth Management, LLC | 6 | 6 | 0.65% | 1.53% | 1.86% | Q3 2015 | Q4 2016 | 6 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 2.22% | 3.27% | 4.20% | Q2 2022 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Advisors Preferred, LLC | 4 | 2 | 0.18% | 1.11% | 1.84% | Q4 2013 | Q2 2015 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Crumly & Associates Inc. | 6 | 6 | 0.65% | 1.13% | 2.58% | Q4 2019 | Q1 2021 | 6 |
Orinda Asset Management LLC | 6 | 6 | 0.16% | 0.23% | 0.31% | Q2 2013 | Q3 2014 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.48% | 2.69% | 6.68% | Q1 2021 | Q3 2023 | 6 |
Marietta Wealth Management, LLC | 6 | 6 | 0.33% | 0.53% | 0.76% | Q4 2016 | Q1 2018 | 6 |
Cornerstone Advisors, Inc. | 5 | 1 | 0.09% | 1.12% | 1.93% | Q2 2013 | Q3 2016 | 6 |
CENTRAL TRUST Co | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.04% | 0.12% | 0.30% | Q1 2021 | Q2 2022 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.25% | 0.77% | 3.01% | Q4 2018 | Q2 2023 | 6 |
Roger Wittlin Investment Advisory, LLC | 6 | 6 | 4.46% | 8.65% | 17.88% | Q2 2022 | Q3 2023 | 6 |
Filament LLC | 6 | 6 | 0.70% | 0.78% | 0.86% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ETFIDEA, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Cornerstone Advisory, LLC | 4 | 2 | 0.12% | 0.43% | 0.98% | Q4 2020 | Q3 2023 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 5 | 1 | 0.12% | 1.53% | 2.11% | Q2 2013 | Q1 2015 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 6 |
BHK Investment Advisors, LLC | 6 | 6 | 0.34% | 0.57% | 0.70% | Q2 2018 | Q3 2019 | 6 |
IHT Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 6 |
Hoover Financial Advisors, Inc. | 5 | 1 | 0.01% | 0.06% | 0.25% | Q4 2019 | Q2 2021 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 6 |
WealthTrust Fairport, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SouthState Corp | 5 | 1 | 0.04% | 0.63% | 1.07% | Q3 2013 | Q4 2017 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.22% | Q1 2015 | Q3 2016 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 6 |
Kowal Investment Group, LLC | 6 | 6 | 0.24% | 0.56% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 4 | 2 | 0.03% | 0.15% | 0.30% | Q3 2014 | Q2 2016 | 6 |
Cairn Investment Group, Inc. | 6 | 6 | 0.16% | 0.19% | 0.24% | Q1 2021 | Q2 2022 | 6 |
Horizon Kinetics | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Mosaic Financial Partners, Inc. | 6 | 6 | 0.25% | 2.69% | 3.74% | Q2 2013 | Q3 2014 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Horizon Investment Services, LLC | 6 | 6 | 1.06% | 1.45% | 1.96% | Q2 2013 | Q3 2014 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.73% | 1.38% | Q1 2017 | Q2 2018 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.06% | 0.62% | 1.58% | Q4 2015 | Q1 2017 | 6 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.03% | 0.81% | 3.05% | Q4 2013 | Q3 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Clear Creek Financial Management, LLC | 5 | 1 | 0.08% | 0.36% | 0.84% | Q2 2019 | Q4 2020 | 6 |
Fortress Wealth Management, Inc. | 6 | 6 | 0.15% | 0.24% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Hefty Wealth Partners | 5 | 5 | 0.51% | 0.54% | 0.59% | Q4 2015 | Q4 2016 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vista Private Wealth Partners. LLC | 5 | 5 | 0.52% | 2.77% | 3.60% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2022 | 5 |
Essential Planning, LLC. | 5 | 5 | 6.50% | 22.52% | 27.68% | Q3 2022 | Q3 2023 | 5 |
Johnson Bixby & Associates, LLC | 5 | 5 | 0.06% | 0.25% | 0.49% | Q2 2021 | Q2 2022 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.09% | 0.21% | 0.27% | Q3 2017 | Q1 2021 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 5 |
Alliance Wealth Management Group | 5 | 5 | 0.12% | 0.50% | 1.44% | Q4 2017 | Q4 2018 | 5 |
CARL DOMINO INC | 5 | 5 | 0.26% | 0.34% | 0.42% | Q2 2015 | Q2 2016 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Round Rock Advisors, LLC | 4 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 5 |
Financial Avengers, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.11% | 0.20% | Q1 2015 | Q1 2016 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.78% | 3.88% | 6.90% | Q2 2013 | Q2 2014 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q4 2021 | 5 |
LBA Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2017 | 5 |
Tranquility Partners, LLC | 5 | 5 | 0.21% | 0.24% | 0.27% | Q2 2019 | Q2 2020 | 5 |
Family Management Corp | 5 | 5 | 4.13% | 4.38% | 4.59% | Q4 2018 | Q4 2019 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Highwater Wealth Management, LLC | 5 | 5 | 0.79% | 1.15% | 1.65% | Q3 2016 | Q3 2017 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.48% | 0.54% | 0.58% | Q2 2021 | Q2 2022 | 5 |
Fernwood Investment Management, LLC | 5 | 5 | 0.12% | 0.12% | 0.14% | Q2 2018 | Q2 2019 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CPWM, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.18% | 0.37% | 0.48% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.00% | 0.07% | 0.35% | Q4 2019 | Q3 2022 | 5 |
Peachtree Investment Advisors, Inc. | 5 | 5 | 0.05% | 0.53% | 0.72% | Q4 2013 | Q4 2014 | 5 |
ETRADE Capital Management LLC | 5 | 5 | 0.20% | 0.31% | 0.35% | Q2 2013 | Q2 2014 | 5 |
Laurel Grove Capital, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q2 2014 | 5 |
FMA ADVISORY INC | 3 | 2 | 0.37% | 0.41% | 0.44% | Q2 2013 | Q3 2014 | 5 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.08% | 0.19% | 0.28% | Q4 2015 | Q4 2020 | 5 |
O'Brien Wealth Partners LLC | 3 | 2 | 0.05% | 0.10% | 0.14% | Q2 2017 | Q3 2018 | 5 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.66% | 0.69% | 0.71% | Q2 2013 | Q1 2014 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.03% | 0.11% | 0.16% | Q4 2013 | Q3 2014 | 4 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.12% | 0.38% | Q4 2013 | Q2 2021 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 0.76% | 1.18% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.31% | 0.40% | 0.60% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 1.95% | 2.20% | 2.49% | Q4 2022 | Q3 2023 | 4 |
KWB Wealth | 4 | 4 | 5.20% | 5.48% | 5.73% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.44% | 0.65% | 0.89% | Q2 2013 | Q1 2014 | 4 |
Stevens First Principles Investment Advisors | 3 | 1 | 0.08% | 0.20% | 0.27% | Q2 2013 | Q2 2014 | 4 |
FineMark National Bank & Trust | 3 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2021 | 4 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.07% | 0.23% | Q4 2017 | Q4 2022 | 4 |
Argent Trust Co | 4 | 4 | 0.03% | 0.09% | 0.12% | Q3 2017 | Q2 2018 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.53% | 0.57% | 0.60% | Q4 2019 | Q3 2020 | 4 |
Northstar Group, Inc. | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2014 | Q3 2015 | 4 |
TOWER TRUST Co | 4 | 4 | 1.23% | 1.36% | 1.47% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Pictet North America Advisors SA | 3 | 1 | 0.03% | 0.94% | 1.38% | Q4 2013 | Q3 2019 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.33% | 0.44% | Q4 2022 | Q3 2023 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 4 | 0.34% | 0.40% | 0.52% | Q2 2013 | Q1 2014 | 4 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 4 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 4 |
STEPHENS INC /AR/ | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.48% | 0.66% | 0.86% | Q4 2013 | Q3 2014 | 4 |
Pinnacle Wealth Management, LLC | 4 | 4 | 5.24% | 6.52% | 9.15% | Q4 2021 | Q3 2022 | 4 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 4 | 0.74% | 0.97% | 1.09% | Q2 2013 | Q1 2014 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Jefferies Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Visionary Asset Management, Inc. | 2 | 1 | 0.00% | 0.14% | 0.22% | Q2 2013 | Q4 2014 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Blue Granite Capital, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q4 2016 | Q3 2017 | 4 |
S. R. Schill & Associates | 4 | 4 | 4.21% | 4.99% | 5.54% | Q2 2015 | Q1 2016 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 3.95% | 10.04% | 16.83% | Q4 2021 | Q3 2022 | 4 |
Partnervest Advisory Services LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q2 2017 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 3.09% | 3.55% | 3.93% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.03% | 0.08% | 0.16% | Q3 2015 | Q4 2015 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.18% | 0.36% | 0.76% | Q1 2018 | Q4 2018 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.21% | 0.26% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Relative Value Partners, LLC | 4 | 4 | 0.13% | 0.52% | 1.09% | Q2 2013 | Q1 2014 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
1620 INVESTMENT ADVISORS, INC. | 4 | 4 | 0.88% | 0.96% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.61% | 0.72% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 16.64% | 17.47% | 18.07% | Q4 2020 | Q3 2021 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 1.30% | 1.39% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 3.52% | 4.12% | 4.59% | Q4 2022 | Q3 2023 | 4 |
Merriman Wealth Management, LLC | 3 | 1 | 0.32% | 0.63% | 0.80% | Q4 2020 | Q4 2021 | 4 |
Mendel Money Management | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q2 2022 | 4 |
Avondale Wealth Management | 4 | 4 | 0.15% | 0.29% | 0.60% | Q4 2022 | Q3 2023 | 4 |
FLAGSTAR ADVISORS INC | 3 | 1 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2022 | 4 |
ADIRONDACK TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Huber Financial Advisors, LLC | 4 | 4 | 0.20% | 0.37% | 0.46% | Q2 2019 | Q1 2020 | 4 |
INSPIRION WEALTH ADVISORS, LLC | 4 | 4 | 0.06% | 0.23% | 0.38% | Q1 2020 | Q4 2020 | 4 |
Advisory Alpha, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Gator Capital Management, LLC | 4 | 4 | 0.22% | 0.22% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.34% | 0.96% | 1.85% | Q2 2019 | Q1 2020 | 4 |
Parker Investment Management, LLC | 4 | 4 | 1.38% | 1.68% | 1.83% | Q1 2019 | Q4 2019 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q2 2019 | 4 |
WMS Partners, LLC | 4 | 4 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 18.10% | 26.03% | 35.78% | Q4 2022 | Q3 2023 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 4 | 4 | 0.29% | 0.43% | 0.58% | Q2 2013 | Q1 2014 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.30% | 1.35% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Swan Global Investments, LLC | 4 | 4 | 0.57% | 0.60% | 0.64% | Q1 2016 | Q4 2016 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 4.29% | 4.84% | 5.17% | Q1 2016 | Q4 2016 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.38% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 4 |
Price Capital Management, Inc. | 4 | 4 | 0.05% | 0.17% | 0.42% | Q1 2019 | Q4 2019 | 4 |
Weatherstone Capital Management | 3 | 3 | 0.24% | 0.37% | 0.59% | Q2 2013 | Q4 2013 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Smart Money Group LLC | 2 | 1 | 0.49% | 0.61% | 0.69% | Q1 2021 | Q4 2021 | 3 |
COMERICA BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 3 |
SILVERHAWK ASSET MANAGEMENT, LLC | 3 | 3 | 3.73% | 4.92% | 7.02% | Q4 2021 | Q2 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Blue Zone Wealth Advisors, LLC | 3 | 3 | 0.46% | 0.61% | 0.84% | Q4 2019 | Q2 2020 | 3 |
Founders Financial Alliance, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.14% | 0.23% | Q1 2013 | Q2 2016 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Brouwer & Janachowski, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2013 | Q2 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Tranquilli Financial Advisor LLC | 3 | 3 | 0.71% | 0.76% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 1.43% | 1.55% | 1.72% | Q1 2023 | Q3 2023 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.74% | 0.94% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.07% | 0.08% | 0.11% | Q1 2015 | Q3 2015 | 3 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q3 2017 | Q2 2018 | 3 |
RMR Wealth Builders | 1 | 1 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q3 2021 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.84% | 0.87% | 0.89% | Q4 2022 | Q2 2023 | 3 |
Stearns Financial Services Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
GREAT LAKES ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 3 |
Sand Hill Global Advisors, LLC | 3 | 3 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Breakwater Capital Group | 3 | 3 | 0.12% | 0.42% | 0.82% | Q4 2022 | Q2 2023 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Relative Value Partners Group, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Highmount Capital, LLC | 3 | 3 | 0.05% | 0.09% | 0.15% | Q4 2014 | Q2 2015 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q3 2013 | Q1 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Precision Wealth Strategies, LLC | 3 | 3 | 0.74% | 2.74% | 5.12% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.03% | 0.09% | 0.14% | Q2 2018 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Shilanski & Associates, Inc. | 3 | 3 | 0.83% | 0.86% | 0.91% | Q2 2020 | Q4 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Watchman Group, Inc. | 3 | 3 | 0.15% | 0.19% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q1 2023 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.16% | 0.45% | 0.77% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.34% | 0.48% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Teamwork Financial Advisors, LLC | 2 | 1 | 0.07% | 0.11% | 0.13% | Q4 2019 | Q3 2020 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
SANDERS MORRIS HARRIS LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2013 | Q2 2014 | 3 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q3 2018 | Q2 2021 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Presidio Capital Management, LLC | 3 | 3 | 0.63% | 0.72% | 0.77% | Q1 2022 | Q3 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 3.89% | 4.46% | 5.52% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.12% | 0.70% | 1.10% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LifeSteps Financial, Inc. | 2 | 1 | 0.21% | 0.23% | 0.25% | Q4 2019 | Q3 2020 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.02% | 0.10% | 0.22% | Q4 2021 | Q4 2022 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AT Bancorp | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q2 2014 | 3 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 1.51% | 4.43% | Q2 2013 | Q1 2015 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.11% | 0.28% | 0.40% | Q2 2016 | Q4 2016 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.12% | 0.14% | 0.14% | Q2 2014 | Q3 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ACADIA TRUST NA | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q1 2015 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.10% | 0.31% | 0.74% | Q1 2021 | Q3 2021 | 3 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2022 | Q4 2022 | 2 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 0.20% | 0.33% | 0.45% | Q3 2013 | Q4 2013 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q2 2023 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.09% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.41% | 0.53% | 0.64% | Q2 2023 | Q3 2023 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.35% | 0.38% | 0.41% | Q4 2021 | Q1 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.10% | 0.19% | 0.29% | Q4 2017 | Q1 2018 | 2 |
HIGH POINT BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.02% | 2.45% | 4.88% | Q3 2021 | Q4 2021 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.77% | 0.89% | 1.00% | Q4 2020 | Q1 2021 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q3 2020 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.19% | 0.81% | 1.44% | Q4 2017 | Q1 2018 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 1.44% | 1.54% | 1.65% | Q1 2022 | Q2 2022 | 2 |
Steinberg Global Asset Management | 1 | 1 | 0.15% | 1.26% | 2.37% | Q2 2013 | Q4 2015 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 2 |
Element Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.14% | 1.17% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Accuvest Global Advisors | 2 | 2 | 1.04% | 1.19% | 1.33% | Q2 2013 | Q3 2013 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Retireful, LLC | 2 | 2 | 0.91% | 1.57% | 2.22% | Q2 2023 | Q3 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.13% | 0.22% | 0.32% | Q1 2022 | Q2 2022 | 2 |
Morton Capital Management LLC/CA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Opes Wealth Management LLC | 1 | 1 | 0.14% | 0.34% | 0.53% | Q3 2019 | Q4 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.03% | 0.16% | 0.28% | Q2 2013 | Q3 2013 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2018 | Q1 2019 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Granite Bay Wealth Management, LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2013 | 2 |
VECTOR WEALTH MANAGEMENT, LLC | 2 | 2 | 0.83% | 1.09% | 1.34% | Q4 2012 | Q1 2013 | 2 |
Towercrest Capital Management | 1 | 1 | 0.06% | 0.18% | 0.30% | Q2 2018 | Q4 2018 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 4.11% | 4.12% | 4.14% | Q2 2023 | Q3 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Menard Financial Group LLC | 1 | 1 | 2.03% | 4.31% | 6.59% | Q4 2019 | Q2 2021 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 0.14% | 15.34% | 30.53% | Q2 2013 | Q3 2013 | 2 |
Cooper Financial Group | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Sequoia Wealth Management, LLC | 2 | 2 | 0.41% | 1.63% | 2.84% | Q3 2019 | Q4 2019 | 2 |
CFO4Life Group, LLC | 1 | 1 | 0.79% | 1.19% | 1.60% | Q2 2022 | Q4 2022 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
tru Independence LLC | 1 | 1 | 0.15% | 0.19% | 0.23% | Q3 2020 | Q1 2021 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.34% | 0.61% | Q3 2013 | Q2 2015 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
PFG Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q4 2017 | Q1 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.10% | 0.18% | 0.26% | Q1 2014 | Q2 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.20% | 0.88% | 1.56% | Q4 2018 | Q1 2019 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.09% | 0.17% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 3.18% | 3.22% | 3.26% | Q2 2023 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 2 |
Accel Wealth Management | 2 | 2 | 0.17% | 0.21% | 0.24% | Q4 2020 | Q1 2021 | 2 |
HHG & Company, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 6.62% | 7.26% | 7.91% | Q4 2021 | Q1 2022 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
ACT Advisors, LLC. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q2 2016 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 2.61% | 3.15% | 3.68% | Q2 2019 | Q3 2019 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.10% | 2.82% | 5.54% | Q4 2019 | Q1 2020 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
TCWP LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
COURIER CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WJ Interests, LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2022 | Q2 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 13.78% | 13.78% | 13.78% | Q3 2023 | Q3 2023 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
MRA Associates USA LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q4 2018 | Q4 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HILLTOP WEALTH ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sigma Investment Management Co | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2016 | Q1 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Bond & Devick Financial Network, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q2 2019 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Opes Advisors Inc | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2018 | Q4 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
IBBOTSON ASSOCIATES INC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2014 | Q3 2014 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2017 | Q2 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
SCS Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BCWM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Ledyard National Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2013 | Q4 2013 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Smart Portfolios, LLC | 1 | 1 | 9.62% | 9.62% | 9.62% | Q3 2023 | Q3 2023 | 1 |
Barrington Strategic Wealth Management Group LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q2 2013 | Q2 2013 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
GenTrust, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IRON Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 11.51% | 11.51% | 11.51% | Q2 2013 | Q2 2013 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Stadion Money Management, LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2018 | Q4 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2016 | Q4 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Windsor Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2015 | Q4 2015 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Sentinus, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.