Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
New England Private Wealth Advisors LLC | 44 | 44 | 0.06% | 1.08% | 2.90% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 43 | 43 | 0.00% | 0.14% | 0.36% | Q1 2013 | Q3 2023 | 43 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.59% | 1.85% | 3.40% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.19% | 1.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.23% | 0.58% | 1.49% | Q2 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 0.44% | 1.72% | 3.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.21% | 0.77% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.05% | 1.01% | 3.51% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.04% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Main Management LLC | 42 | 42 | 0.02% | 1.37% | 3.14% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.07% | 0.47% | 1.57% | Q2 2013 | Q3 2023 | 42 |
Summit Asset Management, LLC | 42 | 42 | 0.16% | 0.71% | 6.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.01% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.05% | 1.37% | 3.94% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 3.02% | 9.52% | 20.60% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.06% | 0.27% | 1.33% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.06% | 0.19% | 0.54% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.07% | 0.19% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.02% | 0.67% | 4.80% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.03% | 1.73% | 5.47% | Q3 2013 | Q3 2023 | 41 |
AlphaMark Advisors, LLC | 30 | 11 | 0.01% | 0.69% | 6.92% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.12% | 0.27% | Q4 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 24 | 17 | 0.01% | 0.07% | 0.47% | Q1 2013 | Q3 2023 | 41 |
Rehmann Capital Advisory Group | 26 | 15 | 0.04% | 0.46% | 2.57% | Q1 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.88% | 2.10% | Q2 2013 | Q2 2023 | 41 |
PRIVATE TRUST CO NA | 34 | 7 | 0.04% | 0.19% | 0.38% | Q1 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.16% | 0.82% | 1.47% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 40 | 40 | 0.01% | 0.08% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 1.63% | 5.55% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.03% | 0.27% | 0.58% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 34 | 6 | 0.01% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 40 |
EVERMAY WEALTH MANAGEMENT LLC | 40 | 40 | 0.01% | 3.66% | 5.74% | Q4 2013 | Q3 2023 | 40 |
Brinker Capital Investments, LLC | 39 | 39 | 0.01% | 1.54% | 3.24% | Q2 2013 | Q4 2022 | 39 |
OARSMAN CAPITAL, INC. | 25 | 14 | 0.15% | 0.36% | 0.56% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 27 | 2 | 0.01% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 39 |
Bartlett & Co. LLC | 22 | 16 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2023 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.04% | 0.25% | 1.92% | Q2 2013 | Q3 2022 | 38 |
Annex Advisory Services, LLC | 30 | 8 | 0.03% | 0.43% | 6.74% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Ancora Advisors LLC | 37 | 37 | 0.02% | 0.07% | 0.16% | Q3 2014 | Q3 2023 | 37 |
Thomas J. Herzfeld Advisors, Inc. | 36 | 1 | 0.14% | 0.75% | 2.85% | Q2 2014 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
STALEY CAPITAL ADVISERS INC | 37 | 37 | 0.27% | 1.17% | 2.34% | Q3 2014 | Q3 2023 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 3.94% | 4.78% | 5.82% | Q4 2014 | Q4 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.09% | 0.25% | 0.66% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Destination Wealth Management | 25 | 11 | 0.01% | 0.33% | 1.16% | Q1 2013 | Q3 2023 | 36 |
Brookstone Capital Management | 28 | 1 | 0.01% | 1.62% | 8.01% | Q2 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.24% | 1.76% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.26% | 1.53% | 4.60% | Q2 2013 | Q1 2022 | 36 |
COLONY GROUP LLC | 34 | 2 | 0.03% | 0.72% | 3.76% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.04% | 0.11% | 0.28% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.11% | 0.39% | Q4 2014 | Q3 2023 | 36 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 34 | 2 | 0.15% | 1.11% | 2.36% | Q4 2014 | Q4 2023 | 36 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 1 | 0.03% | 0.27% | 0.72% | Q4 2011 | Q3 2023 | 36 |
Freedom Investment Management, Inc. | 29 | 2 | 0.04% | 0.23% | 0.91% | Q4 2013 | Q3 2023 | 35 |
SYNOVUS FINANCIAL CORP | 23 | 12 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.49% | 0.89% | 1.19% | Q1 2015 | Q3 2023 | 35 |
Peak Asset Management, LLC | 33 | 2 | 0.61% | 3.99% | 6.17% | Q4 2014 | Q3 2023 | 35 |
Klingman & Associates, LLC | 29 | 1 | 0.08% | 0.23% | 0.40% | Q4 2014 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 8 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.34% | Q2 2015 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.03% | 1.95% | 5.87% | Q4 2013 | Q1 2022 | 34 |
Harbour Capital Advisors, LLC | 28 | 2 | 0.05% | 0.50% | 2.20% | Q1 2013 | Q4 2021 | 34 |
HUNTINGTON NATIONAL BANK | 29 | 4 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 33 |
Prospera Financial Services Inc | 33 | 33 | 0.01% | 0.14% | 0.45% | Q3 2015 | Q3 2023 | 33 |
Miracle Mile Advisors, LLC | 27 | 3 | 0.01% | 1.76% | 11.15% | Q1 2014 | Q4 2022 | 33 |
MERIDIAN INVESTMENT COUNSEL INC. | 33 | 33 | 0.12% | 0.18% | 0.34% | Q4 2013 | Q4 2021 | 33 |
FIFTH THIRD BANCORP | 30 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 33 |
Transamerica Financial Advisors, Inc. | 25 | 1 | 0.00% | 1.08% | 3.63% | Q2 2013 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 6 | 0.10% | 2.19% | 3.85% | Q4 2013 | Q4 2021 | 32 |
Advisors Preferred, LLC | 20 | 1 | 0.19% | 0.93% | 2.59% | Q4 2013 | Q3 2023 | 32 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 32 | 0.05% | 0.22% | 0.47% | Q4 2015 | Q3 2023 | 32 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 32 | 32 | 0.05% | 0.14% | 0.23% | Q1 2014 | Q4 2021 | 32 |
Compass Financial Group, Inc. | 32 | 32 | 4.59% | 9.69% | 17.64% | Q4 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 29 | 3 | 0.00% | 0.16% | 0.40% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.09% | 0.22% | 0.49% | Q1 2016 | Q4 2023 | 32 |
Capital Advantage, Inc. | 22 | 10 | 0.10% | 5.19% | 25.92% | Q4 2013 | Q4 2021 | 32 |
First Heartland Consultants, Inc. | 16 | 1 | 0.01% | 0.37% | 2.72% | Q2 2013 | Q3 2023 | 32 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 31 |
FMR LLC | 31 | 31 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 31 | 31 | 0.07% | 0.29% | 0.49% | Q1 2016 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 20 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 31 | 31 | 0.08% | 1.69% | 2.91% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.82% | 2.12% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.15% | 0.27% | Q2 2016 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.37% | 0.88% | Q4 2015 | Q3 2023 | 31 |
Financial Management Professionals, Inc. | 23 | 8 | 0.04% | 0.29% | 0.56% | Q2 2015 | Q3 2023 | 31 |
Smart Portfolios, LLC | 27 | 4 | 0.51% | 3.23% | 6.78% | Q4 2015 | Q3 2023 | 31 |
Pinnacle Wealth Management Advisory Group, LLC | 31 | 31 | 0.11% | 0.65% | 1.92% | Q4 2014 | Q2 2022 | 31 |
Evensky & Katz LLC | 31 | 31 | 0.00% | 2.39% | 4.59% | Q2 2013 | Q4 2020 | 31 |
Asset Dedication, LLC | 23 | 8 | 0.01% | 0.06% | 0.83% | Q4 2015 | Q3 2023 | 31 |
HOLLENCREST CAPITAL MANAGEMENT | 29 | 2 | 0.00% | 0.31% | 0.90% | Q4 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.29% | 3.18% | Q1 2016 | Q3 2023 | 31 |
Gratus Capital, LLC | 31 | 31 | 0.07% | 0.73% | 2.16% | Q1 2016 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.06% | 0.15% | 0.49% | Q1 2016 | Q3 2023 | 30 |
FIRST FOUNDATION ADVISORS | 30 | 30 | 0.01% | 0.42% | 2.24% | Q4 2015 | Q1 2023 | 30 |
ALTFEST L J & CO INC | 30 | 30 | 0.55% | 2.67% | 4.88% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.15% | 0.74% | Q2 2013 | Q3 2020 | 30 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.05% | 0.40% | Q1 2014 | Q3 2023 | 30 |
Penobscot Investment Management Company, Inc. | 30 | 30 | 0.05% | 0.19% | 0.38% | Q4 2014 | Q1 2022 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.03% | 0.72% | 2.02% | Q2 2016 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.01% | 0.24% | 0.51% | Q1 2016 | Q2 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 29 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 29 | 29 | 1.47% | 4.87% | 13.35% | Q3 2016 | Q3 2023 | 29 |
Hudock, Inc. | 16 | 13 | 0.00% | 0.17% | 0.66% | Q1 2015 | Q3 2023 | 29 |
Ashfield Capital Partners, LLC | 29 | 29 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q3 2022 | 29 |
Dynamic Advisor Solutions LLC | 29 | 29 | 0.09% | 0.45% | 1.12% | Q3 2016 | Q3 2023 | 29 |
ALPS ADVISORS INC | 29 | 29 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q2 2020 | 29 |
Armor Investment Advisors, LLC | 28 | 28 | 0.10% | 1.97% | 3.26% | Q4 2016 | Q3 2023 | 28 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 24 | 4 | 0.44% | 2.08% | 5.81% | Q3 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 25 | 1 | 0.00% | 0.15% | 0.32% | Q2 2014 | Q4 2021 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.22% | 1.48% | 6.14% | Q4 2016 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 4 | 0.46% | 3.12% | 8.83% | Q3 2016 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 28 |
Sequoia Financial Advisors, LLC | 28 | 28 | 0.03% | 0.43% | 1.11% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.28% | 0.84% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 26 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 25 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 28 |
Day & Ennis, LLC | 24 | 4 | 0.45% | 1.21% | 2.75% | Q3 2016 | Q3 2023 | 28 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 28 | 28 | 0.12% | 1.40% | 18.31% | Q4 2016 | Q3 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 0.03% | 0.79% | 2.26% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.09% | 0.28% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 27 | 27 | 0.02% | 0.07% | 0.21% | Q1 2017 | Q3 2023 | 27 |
WESCAP Management Group, Inc. | 27 | 27 | 0.34% | 1.94% | 3.79% | Q1 2017 | Q3 2023 | 27 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 27 |
Allianz Asset Management GmbH | 15 | 3 | 0.01% | 0.13% | 0.39% | Q2 2013 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 27 |
Steward Partners Investment Advisory, LLC | 26 | 1 | 0.01% | 0.14% | 0.24% | Q4 2016 | Q3 2023 | 27 |
Richard Bernstein Advisors LLC | 27 | 27 | 0.25% | 0.72% | 1.50% | Q3 2014 | Q1 2021 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.01% | 0.43% | 3.06% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.13% | 0.53% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.27% | 0.43% | Q4 2016 | Q3 2023 | 27 |
Argent Trust Co | 17 | 10 | 0.06% | 0.19% | 0.70% | Q1 2015 | Q3 2023 | 27 |
Bridgeworth, LLC | 22 | 5 | 0.03% | 0.92% | 4.04% | Q4 2016 | Q3 2023 | 27 |
Canal Capital Management, LLC | 10 | 2 | 0.12% | 0.69% | 1.63% | Q2 2015 | Q3 2022 | 27 |
SOL Capital Management CO | 23 | 4 | 0.23% | 1.41% | 2.28% | Q4 2016 | Q3 2023 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.01% | 0.07% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 19 | 2 | 0.02% | 0.32% | 0.48% | Q1 2016 | Q3 2023 | 27 |
WEDBUSH SECURITIES INC | 16 | 1 | 0.02% | 0.18% | 1.16% | Q2 2013 | Q3 2023 | 27 |
Financial Advisory Group | 27 | 27 | 0.06% | 0.55% | 2.44% | Q2 2014 | Q4 2020 | 27 |
Sargent Bickham Lagudis LLC | 16 | 11 | 0.00% | 0.34% | 4.15% | Q1 2016 | Q4 2022 | 27 |
JNBA Financial Advisors | 20 | 2 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.07% | 0.19% | 0.40% | Q2 2017 | Q3 2023 | 26 |
Mathes Company, Inc. | 17 | 9 | 0.15% | 0.55% | 1.58% | Q4 2013 | Q2 2022 | 26 |
Aviance Capital Partners, LLC | 20 | 6 | 0.06% | 0.27% | 0.58% | Q1 2017 | Q3 2023 | 26 |
HighTower Trust Company, N.A. | 21 | 2 | 0.05% | 0.57% | 1.28% | Q2 2013 | Q1 2023 | 26 |
Capital Asset Advisory Services LLC | 22 | 4 | 0.04% | 0.63% | 2.69% | Q1 2017 | Q3 2023 | 26 |
Perigon Wealth Management, LLC | 25 | 1 | 0.02% | 0.14% | 0.39% | Q3 2011 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | 26 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 26 |
ASSETMARK, INC | 14 | 1 | 0.00% | 0.39% | 1.75% | Q2 2014 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 26 | 26 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q1 2021 | 26 |
SCOTIA CAPITAL INC. | 19 | 2 | 0.01% | 0.05% | 0.12% | Q3 2015 | Q3 2023 | 26 |
Pinnacle Advisory Group, Inc. | 22 | 1 | 0.02% | 1.57% | 6.63% | Q1 2014 | Q1 2021 | 26 |
Advocacy Wealth Management Services, LLC | 18 | 8 | 0.01% | 0.70% | 2.69% | Q1 2017 | Q3 2023 | 26 |
BRR OpCo, LLC | 26 | 26 | 0.11% | 1.10% | 6.04% | Q2 2016 | Q3 2022 | 26 |
CENTRAL TRUST Co | 25 | 1 | 0.00% | 0.31% | 0.99% | Q1 2015 | Q3 2023 | 26 |
Roble, Belko & Company, Inc | 26 | 26 | 0.05% | 2.04% | 4.59% | Q2 2017 | Q3 2023 | 26 |
Barber Financial Group, Inc. | 26 | 26 | 0.07% | 0.24% | 0.71% | Q4 2016 | Q1 2023 | 26 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.45% | 0.73% | 1.26% | Q2 2013 | Q3 2019 | 26 |
Bogart Wealth, LLC | 25 | 1 | 0.00% | 0.02% | 0.17% | Q4 2016 | Q3 2023 | 26 |
Johnson Financial Group, LLC | 20 | 6 | 0.18% | 19.61% | 46.72% | Q4 2016 | Q3 2023 | 26 |
Partnervest Advisory Services LLC | 20 | 5 | 0.02% | 1.28% | 2.13% | Q2 2013 | Q3 2020 | 25 |
OPTIMUM INVESTMENT ADVISORS | 18 | 3 | 0.00% | 0.14% | 0.31% | Q2 2014 | Q4 2023 | 25 |
King Wealth Management Group | 25 | 25 | 0.09% | 0.26% | 0.51% | Q1 2017 | Q1 2023 | 25 |
Gerber Kawasaki Wealth & Investment Management | 18 | 2 | 0.00% | 0.27% | 1.04% | Q1 2017 | Q3 2023 | 25 |
Continuum Advisory, LLC | 20 | 2 | 0.06% | 0.29% | 0.54% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.96% | 3.19% | 5.43% | Q2 2017 | Q2 2023 | 25 |
AVALON CAPITAL MANAGEMENT | 25 | 25 | 0.18% | 0.27% | 0.42% | Q2 2013 | Q2 2019 | 25 |
RFG Advisory, LLC | 16 | 4 | 0.02% | 0.10% | 0.27% | Q1 2017 | Q3 2023 | 25 |
ANCHOR CAPITAL ADVISORS LLC | 24 | 1 | 0.01% | 0.21% | 0.76% | Q1 2017 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.77% | 19.35% | 41.07% | Q2 2013 | Q2 2019 | 25 |
Arbor Investment Advisors, LLC | 25 | 25 | 0.35% | 1.90% | 3.50% | Q3 2017 | Q3 2023 | 25 |
Stadion Money Management, LLC | 23 | 1 | 0.05% | 1.83% | 8.85% | Q2 2013 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.59% | 2.10% | Q2 2017 | Q3 2023 | 25 |
WBH ADVISORY INC | 8 | 3 | 0.02% | 0.15% | 1.02% | Q2 2013 | Q3 2023 | 25 |
HARVEST CAPITAL MANAGEMENT INC | 25 | 25 | 0.20% | 2.33% | 8.89% | Q2 2013 | Q2 2019 | 25 |
Burt Wealth Advisors | 16 | 8 | 0.04% | 0.23% | 1.33% | Q4 2014 | Q4 2020 | 24 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 23 | 1 | 0.04% | 4.04% | 9.37% | Q3 2015 | Q3 2023 | 24 |
Sheaff Brock Investment Advisors, LLC | 21 | 3 | 0.04% | 0.21% | 0.67% | Q4 2016 | Q3 2023 | 24 |
OLD NATIONAL BANCORP /IN/ | 23 | 1 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q3 2021 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.27% | 0.66% | 1.56% | Q4 2017 | Q3 2023 | 24 |
Ausdal Financial Partners, Inc. | 22 | 1 | 0.04% | 0.83% | 4.77% | Q4 2015 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.03% | 0.15% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Hilltop Holdings Inc. | 14 | 1 | 0.05% | 0.88% | 5.68% | Q4 2016 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.30% | 0.64% | 1.13% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 18 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 24 |
IBEX WEALTH ADVISORS | 20 | 2 | 0.22% | 2.13% | 18.93% | Q3 2016 | Q4 2022 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.43% | 0.71% | 1.68% | Q2 2013 | Q1 2019 | 24 |
AT Bancorp | 24 | 24 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.04% | 0.59% | 1.89% | Q1 2018 | Q3 2023 | 23 |
Uncommon Cents Investing LLC | 23 | 23 | 0.44% | 4.15% | 8.49% | Q1 2018 | Q3 2023 | 23 |
SouthState Corp | 13 | 10 | 0.06% | 0.59% | 1.43% | Q2 2013 | Q3 2023 | 23 |
BHK Investment Advisors, LLC | 23 | 23 | 0.89% | 2.35% | 3.17% | Q1 2018 | Q3 2023 | 23 |
ACG Wealth | 23 | 23 | 0.07% | 0.71% | 2.36% | Q1 2017 | Q3 2022 | 23 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 23 |
Verity Asset Management, Inc. | 19 | 4 | 0.13% | 3.62% | 11.34% | Q4 2015 | Q3 2021 | 23 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 1 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 23 |
Santori & Peters, Inc. | 22 | 1 | 0.07% | 0.62% | 1.89% | Q4 2017 | Q3 2023 | 23 |
GREATMARK INVESTMENT PARTNERS, INC. | 14 | 9 | 0.05% | 0.23% | 0.71% | Q4 2017 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.06% | 0.23% | 0.51% | Q1 2014 | Q3 2021 | 23 |
CENTAURUS FINANCIAL, INC. | 22 | 1 | 0.18% | 1.53% | 3.87% | Q4 2017 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.04% | 0.19% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.01% | 2.12% | 4.36% | Q1 2018 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 11 | 1 | 0.04% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Integrated Wealth Concepts LLC | 23 | 23 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q2 2023 | 23 |
Steinberg Global Asset Management | 23 | 23 | 0.19% | 3.25% | 5.69% | Q3 2013 | Q1 2019 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 23 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 0.12% | 0.54% | Q4 2017 | Q3 2023 | 22 |
Carroll Financial Associates, Inc. | 12 | 10 | 0.00% | 0.10% | 0.25% | Q2 2016 | Q4 2021 | 22 |
Somerset Group LLC | 22 | 22 | 1.70% | 3.77% | 7.26% | Q2 2018 | Q3 2023 | 22 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 15 | 7 | 0.00% | 2.43% | 11.05% | Q1 2018 | Q3 2023 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22 | 22 | 0.07% | 0.26% | 0.72% | Q2 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 12 | 10 | 0.03% | 0.10% | 0.24% | Q3 2017 | Q1 2023 | 22 |
COURIER CAPITAL LLC | 12 | 10 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q2 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 22 |
B & T Capital Management DBA Alpha Capital Management | 13 | 1 | 0.09% | 0.45% | 2.57% | Q1 2017 | Q3 2023 | 22 |
Shamrock Asset Management LLC | 22 | 22 | 0.14% | 3.63% | 12.91% | Q2 2014 | Q3 2019 | 22 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 13 | 1 | 0.09% | 0.45% | 0.80% | Q1 2017 | Q2 2023 | 22 |
SPC Financial, Inc. | 22 | 22 | 0.03% | 0.93% | 10.20% | Q2 2018 | Q3 2023 | 22 |
BADGLEY PHELPS & BELL INC | 8 | 3 | 0.02% | 0.44% | 1.38% | Q2 2013 | Q4 2020 | 22 |
WealthPLAN Partners, LLC | 15 | 1 | 0.00% | 0.82% | 3.46% | Q4 2015 | Q4 2023 | 22 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 12 | 1 | 0.08% | 0.27% | 1.02% | Q2 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
ACCESS FINANCIAL SERVICES, INC. | 21 | 21 | 0.18% | 0.75% | 2.86% | Q3 2018 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.07% | 2.31% | 12.45% | Q4 2015 | Q3 2023 | 21 |
Providence First Trust Co | 21 | 21 | 2.33% | 4.04% | 6.79% | Q3 2018 | Q3 2023 | 21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 | 3 | 0.08% | 0.20% | 0.46% | Q2 2018 | Q3 2023 | 21 |
Chicago Partners Investment Group LLC | 18 | 3 | 0.01% | 0.41% | 1.10% | Q1 2018 | Q3 2023 | 21 |
Legacy Financial Strategies, LLC | 21 | 21 | 0.09% | 3.86% | 19.27% | Q2 2018 | Q2 2023 | 21 |
Bedel Financial Consulting, Inc. | 21 | 21 | 0.22% | 0.32% | 0.44% | Q2 2018 | Q2 2023 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
NOTTINGHAM ADVISORS, INC. | 13 | 8 | 0.06% | 0.63% | 2.24% | Q2 2013 | Q3 2023 | 21 |
BOSTON ADVISORS LLC | 21 | 21 | 0.01% | 0.08% | 0.20% | Q3 2014 | Q3 2019 | 21 |
MISSION WEALTH MANAGEMENT, LP | 21 | 21 | 0.03% | 0.14% | 0.45% | Q3 2018 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 17 | 4 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2020 | 21 |
Covington Capital Management | 21 | 21 | 0.02% | 0.10% | 0.27% | Q3 2017 | Q3 2022 | 21 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.04% | 0.19% | 0.72% | Q4 2016 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.99% | 4.02% | 7.17% | Q1 2018 | Q3 2023 | 21 |
Mariner, LLC | 15 | 1 | 0.00% | 0.13% | 0.33% | Q3 2016 | Q3 2023 | 21 |
Intellectus Partners, LLC | 6 | 1 | 0.00% | 0.15% | 0.47% | Q4 2016 | Q3 2023 | 21 |
Texas Yale Capital Corp. | 21 | 21 | 0.05% | 0.43% | 0.93% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2022 | 21 |
Koshinski Asset Management, Inc. | 16 | 5 | 0.04% | 0.17% | 0.58% | Q1 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.01% | 0.15% | 0.35% | Q4 2017 | Q4 2022 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.04% | 0.70% | 4.41% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Management, Inc. | 16 | 5 | 0.01% | 0.54% | 2.05% | Q1 2014 | Q2 2022 | 21 |
Csenge Advisory Group | 14 | 1 | 0.06% | 0.17% | 0.63% | Q3 2017 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 21 |
Chevy Chase Trust Holdings, LLC | 21 | 21 | 0.01% | 0.10% | 0.19% | Q3 2013 | Q3 2018 | 21 |
STEEL GROVE CAPITAL ADVISORS, LLC | 21 | 21 | 0.24% | 1.25% | 4.02% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 21 |
Leisure Capital Management | 11 | 1 | 0.14% | 0.62% | 1.86% | Q4 2014 | Q4 2022 | 21 |
COMERICA BANK | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 18 | 1 | 0.02% | 0.14% | 0.48% | Q2 2017 | Q3 2023 | 20 |
FORVIS Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.35% | 0.71% | Q4 2018 | Q3 2023 | 20 |
COUNTRY TRUST BANK | 20 | 20 | 0.01% | 0.14% | 0.26% | Q1 2017 | Q4 2021 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.27% | 0.53% | 1.62% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 13 | 7 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.04% | 0.36% | Q4 2015 | Q3 2023 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 0.64% | 1.51% | 3.73% | Q2 2013 | Q1 2018 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.04% | 0.59% | 1.63% | Q1 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 14 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.18% | 0.75% | 2.42% | Q1 2016 | Q4 2020 | 20 |
Krilogy Financial LLC | 19 | 1 | 0.00% | 0.82% | 1.24% | Q3 2018 | Q3 2023 | 20 |
Proficio Capital Partners LLC | 20 | 20 | 0.30% | 3.67% | 10.88% | Q4 2016 | Q3 2021 | 20 |
Lumbard & Kellner, LLC | 11 | 1 | 0.21% | 2.26% | 4.50% | Q2 2017 | Q3 2023 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.44% | 0.51% | 0.69% | Q3 2014 | Q2 2019 | 20 |
Almanack Investment Partners, LLC. | 19 | 1 | 0.06% | 0.54% | 1.48% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.15% | 0.40% | 1.06% | Q4 2017 | Q3 2022 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.45% | 0.68% | 0.82% | Q4 2013 | Q3 2018 | 20 |
WADE G W & INC | 18 | 2 | 0.01% | 0.35% | 1.68% | Q2 2018 | Q3 2023 | 20 |
Waverly Advisors, LLC | 20 | 20 | 0.23% | 1.20% | 4.32% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.17% | 0.63% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.22% | 2.15% | Q4 2014 | Q3 2019 | 20 |
Cornerstone Advisory, LLC | 19 | 1 | 0.08% | 0.53% | 1.67% | Q3 2018 | Q3 2023 | 20 |
WMS Partners, LLC | 11 | 9 | 0.03% | 0.10% | 0.19% | Q2 2017 | Q3 2023 | 20 |
GM Advisory Group, LLC | 20 | 20 | 0.04% | 1.25% | 5.70% | Q4 2018 | Q3 2023 | 20 |
JFG Wealth Management, LLC | 20 | 20 | 20.16% | 26.09% | 38.16% | Q4 2018 | Q3 2023 | 20 |
PROFFITT & GOODSON INC | 13 | 7 | 0.01% | 0.47% | 1.43% | Q3 2018 | Q3 2023 | 20 |
Acorn Wealth Advisors, LLC | 20 | 20 | 0.13% | 1.23% | 2.34% | Q4 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.05% | 0.25% | 0.81% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.14% | 3.53% | 22.00% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.21% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Cottage Street Advisors LLC | 12 | 3 | 2.82% | 4.60% | 6.32% | Q3 2018 | Q3 2023 | 19 |
Family Management Corp | 19 | 19 | 0.48% | 3.42% | 7.99% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 17 | 2 | 0.23% | 0.62% | 1.09% | Q4 2018 | Q3 2023 | 19 |
JT Stratford LLC | 15 | 4 | 0.10% | 0.97% | 2.52% | Q4 2018 | Q3 2023 | 19 |
Hamilton Wealth, LLC | 14 | 5 | 0.17% | 0.75% | 1.63% | Q4 2018 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 19 | 19 | 0.22% | 0.59% | 1.16% | Q1 2019 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 15 | 4 | 0.27% | 3.39% | 8.92% | Q2 2013 | Q3 2019 | 19 |
Realta Investment Advisors | 19 | 19 | 0.01% | 0.23% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.14% | 2.31% | 5.93% | Q4 2017 | Q2 2022 | 19 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.05% | 0.29% | Q3 2015 | Q2 2022 | 19 |
Homrich & Berg | 19 | 19 | 0.03% | 4.00% | 11.97% | Q1 2017 | Q3 2021 | 19 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.09% | 0.66% | Q1 2016 | Q3 2023 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.02% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.08% | 0.26% | Q1 2019 | Q3 2023 | 19 |
CPWM, LLC | 12 | 7 | 0.05% | 0.30% | 0.88% | Q4 2017 | Q3 2022 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.03% | 0.14% | 0.86% | Q4 2018 | Q2 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 13 | 1 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q2 2023 | 19 |
CABOT WEALTH MANAGEMENT INC | 19 | 19 | 0.07% | 0.63% | 1.46% | Q2 2013 | Q4 2017 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.07% | 2.25% | 6.11% | Q1 2019 | Q3 2023 | 19 |
BANK HAPOALIM BM | 19 | 19 | 0.02% | 0.12% | 0.31% | Q2 2014 | Q4 2018 | 19 |
TD Ameritrade Trust Co | 18 | 18 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q3 2017 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.08% | 0.33% | Q2 2015 | Q3 2019 | 18 |
StoneX Group Inc. | 15 | 3 | 0.07% | 0.22% | 0.37% | Q2 2018 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.16% | 0.39% | 0.51% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.07% | 0.14% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Sanctuary Wealth Management, L.L.C. | 15 | 1 | 0.25% | 0.48% | 1.29% | Q1 2010 | Q3 2023 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 3 | 0.00% | 0.02% | 0.17% | Q4 2016 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 11 | 7 | 0.00% | 0.26% | 0.52% | Q4 2018 | Q3 2023 | 18 |
LVW Advisors, LLC | 18 | 18 | 0.05% | 1.40% | 3.69% | Q3 2017 | Q4 2021 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.14% | 0.70% | 2.14% | Q2 2013 | Q3 2017 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 18 |
Pacific Center for Financial Services | 15 | 3 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Traverso Chambers Private Wealth Management, LLC | 18 | 18 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q1 2023 | 18 |
Financial Architects, Inc | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2020 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.05% | 0.43% | 1.13% | Q2 2019 | Q3 2023 | 18 |
Syntal Capital Partners, LLC | 17 | 1 | 0.51% | 7.60% | 27.65% | Q4 2017 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Voya Financial Advisors, Inc. | 12 | 1 | 0.01% | 0.16% | 0.62% | Q1 2015 | Q4 2022 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.11% | 0.20% | 0.58% | Q4 2015 | Q1 2020 | 18 |
Wellington Shields Capital Management, LLC | 17 | 17 | 0.03% | 0.37% | 1.33% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
DeDora Capital, Inc. | 10 | 7 | 0.43% | 0.66% | 1.13% | Q2 2019 | Q3 2023 | 17 |
Riggs Asset Managment Co. Inc. | 14 | 3 | 0.00% | 0.67% | 1.30% | Q4 2016 | Q3 2022 | 17 |
Braun-Bostich & Associates Inc. | 8 | 3 | 0.09% | 2.90% | 15.74% | Q4 2018 | Q2 2023 | 17 |
ProVise Management Group, LLC | 17 | 17 | 0.19% | 0.64% | 0.98% | Q2 2018 | Q2 2022 | 17 |
Jacobi Capital Management LLC | 14 | 3 | 0.05% | 0.10% | 0.21% | Q2 2016 | Q3 2023 | 17 |
Certified Advisory Corp | 9 | 8 | 0.01% | 0.46% | 1.19% | Q2 2018 | Q4 2022 | 17 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.08% | 0.32% | Q3 2015 | Q1 2020 | 17 |
NICOLET BANKSHARES INC | 17 | 17 | 0.11% | 0.20% | 0.46% | Q4 2015 | Q4 2019 | 17 |
CHARTIST INC /CA/ | 15 | 2 | 0.11% | 0.16% | 0.49% | Q2 2016 | Q4 2020 | 17 |
BRINKER CAPITAL INC | 14 | 3 | 0.04% | 0.71% | 1.76% | Q3 2015 | Q1 2020 | 17 |
Kovitz Investment Group Partners, LLC | 14 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 17 |
Aptus Capital Advisors, LLC | 13 | 4 | 0.01% | 0.08% | 0.58% | Q1 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.07% | 0.24% | 0.72% | Q4 2018 | Q3 2023 | 17 |
RDA Financial Network | 17 | 17 | 0.45% | 0.72% | 1.04% | Q1 2019 | Q1 2023 | 17 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 17 | 17 | 1.06% | 26.79% | 51.21% | Q1 2018 | Q1 2022 | 17 |
State of Tennessee, Treasury Department | 7 | 1 | 0.00% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 17 |
Stokes Capital Advisors, LLC | 15 | 2 | 0.07% | 3.26% | 8.80% | Q4 2017 | Q3 2023 | 17 |
W.G. Shaheen & Associates DBA Whitney & Co | 14 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.03% | 0.14% | 0.29% | Q2 2013 | Q2 2017 | 17 |
Avion Wealth | 17 | 17 | 2.85% | 15.25% | 51.22% | Q3 2019 | Q3 2023 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.08% | 0.33% | Q3 2013 | Q3 2017 | 17 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 3 | 0.00% | 0.38% | 0.75% | Q1 2018 | Q3 2023 | 17 |
Crabel Capital Management, LLC | 5 | 4 | 0.14% | 1.39% | 5.76% | Q4 2017 | Q3 2023 | 17 |
Janney Capital Management LLC | 16 | 1 | 0.02% | 0.83% | 2.38% | Q1 2017 | Q1 2022 | 17 |
Altavista Wealth Management, Inc. | 16 | 16 | 0.14% | 0.31% | 0.46% | Q2 2013 | Q1 2017 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Vivaldi Capital Management LP | 8 | 1 | 0.00% | 0.98% | 4.15% | Q1 2017 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.26% | 2.37% | 7.39% | Q1 2020 | Q4 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.50% | 1.00% | 1.26% | Q4 2019 | Q3 2023 | 16 |
MinichMacGregor Wealth Management, LLC | 16 | 16 | 0.75% | 5.03% | 12.50% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.04% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 0.46% | 1.35% | 3.78% | Q4 2019 | Q3 2023 | 16 |
Alpha Cubed Investments, LLC | 16 | 16 | 0.05% | 0.98% | 3.26% | Q4 2019 | Q3 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 1.23% | 4.17% | 11.89% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 3.08% | 5.28% | 7.19% | Q4 2019 | Q3 2023 | 16 |
Wall Capital Group, Inc. | 9 | 7 | 0.18% | 0.49% | 1.06% | Q1 2017 | Q4 2022 | 16 |
Flaharty Asset Management, LLC | 16 | 16 | 0.06% | 1.22% | 5.70% | Q4 2019 | Q3 2023 | 16 |
Anfield Capital Management, LLC | 16 | 16 | 0.18% | 1.39% | 4.69% | Q4 2019 | Q3 2023 | 16 |
Friedenthal Financial | 13 | 3 | 0.22% | 2.40% | 6.77% | Q4 2016 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.30% | 1.45% | 4.31% | Q4 2019 | Q3 2023 | 16 |
Towerpoint Wealth, LLC | 15 | 1 | 0.16% | 4.36% | 14.24% | Q4 2017 | Q2 2023 | 16 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.24% | 1.34% | 3.56% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.13% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 1.16% | 3.66% | Q4 2019 | Q3 2023 | 16 |
CUTLER INVESTMENT COUNSEL LLC | 14 | 2 | 0.09% | 0.48% | 1.76% | Q1 2016 | Q3 2023 | 16 |
Oakworth Capital, Inc. | 14 | 2 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.01% | 0.08% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Ellis Investment Partners, LLC | 16 | 16 | 0.00% | 0.03% | 0.21% | Q4 2018 | Q3 2022 | 16 |
Financial Advocates Investment Management | 7 | 2 | 0.03% | 0.27% | 0.71% | Q4 2017 | Q3 2023 | 16 |
RPg Family Wealth Advisory, LLC | 6 | 3 | 0.01% | 0.12% | 0.22% | Q2 2016 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q3 2017 | 16 |
Norway Savings Bank | 16 | 16 | 0.02% | 0.30% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.75% | 2.25% | 4.92% | Q4 2019 | Q3 2023 | 16 |
Camelot Portfolios, LLC | 10 | 6 | 0.08% | 3.06% | 8.43% | Q3 2019 | Q3 2023 | 16 |
American Research & Management Co. | 10 | 2 | 0.03% | 0.04% | 0.09% | Q1 2018 | Q3 2022 | 16 |
Procyon Advisors, LLC | 16 | 16 | 1.06% | 2.39% | 4.13% | Q4 2019 | Q3 2023 | 16 |
Ironwood Investment Counsel, LLC | 13 | 3 | 0.09% | 0.65% | 1.76% | Q2 2013 | Q1 2018 | 16 |
STRATEGY ASSET MANAGERS LLC | 10 | 2 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2019 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.09% | 0.15% | 0.26% | Q4 2018 | Q3 2022 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 3.23% | 8.59% | Q2 2010 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 2.17% | 11.32% | 23.35% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.88% | 7.69% | 11.30% | Q4 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.15% | 0.24% | 0.33% | Q3 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.96% | 1.50% | 4.15% | Q4 2019 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 0.65% | 2.68% | 8.92% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.58% | 4.08% | 11.25% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.33% | 2.86% | 4.31% | Q4 2019 | Q3 2023 | 16 |
Polaris Wealth Advisory Group, LLC | 12 | 4 | 0.52% | 1.09% | 3.83% | Q2 2014 | Q3 2020 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
Cordant, Inc. | 16 | 16 | 0.00% | 1.03% | 2.19% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 5 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2021 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.20% | 4.73% | 11.13% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
V Wealth Advisors LLC | 8 | 7 | 0.13% | 0.18% | 0.28% | Q4 2018 | Q3 2022 | 15 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 15 | 15 | 0.15% | 0.37% | 0.56% | Q1 2020 | Q3 2023 | 15 |
DRW Securities, LLC | 11 | 1 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q1 2018 | 15 |
CERTUITY, LLC | 15 | 15 | 0.06% | 0.54% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.04% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Laidlaw Wealth Management LLC | 15 | 15 | 0.12% | 1.17% | 2.69% | Q1 2020 | Q3 2023 | 15 |
PRW Wealth Management LLC | 10 | 5 | 0.14% | 2.79% | 10.68% | Q4 2018 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.46% | 0.95% | 1.80% | Q1 2020 | Q3 2023 | 15 |
Barry Investment Advisors, LLC | 15 | 15 | 0.17% | 0.61% | 1.22% | Q1 2020 | Q3 2023 | 15 |
Kathmere Capital Management, LLC | 15 | 15 | 0.12% | 7.63% | 23.35% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.19% | 0.40% | 0.64% | Q2 2013 | Q4 2016 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Sugarloaf Wealth Management, LLC | 13 | 2 | 0.78% | 1.73% | 3.53% | Q4 2019 | Q3 2023 | 15 |
Princeton Portfolio Strategies Group LLC | 15 | 15 | 0.82% | 1.64% | 3.03% | Q4 2017 | Q2 2021 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Segment Wealth Management, LLC | 11 | 4 | 0.09% | 0.13% | 0.20% | Q2 2013 | Q1 2019 | 15 |
Kore Private Wealth LLC | 15 | 15 | 0.88% | 1.26% | 1.67% | Q4 2018 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.13% | 0.25% | Q1 2020 | Q3 2023 | 15 |
WEALTHSOURCE PARTNERS, LLC | 8 | 2 | 0.03% | 0.10% | 0.26% | Q1 2016 | Q1 2022 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.11% | 0.43% | Q4 2015 | Q3 2020 | 15 |
WFG Advisors, LP | 10 | 5 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.14% | 0.32% | Q2 2016 | Q4 2019 | 15 |
Tidal Investments LLC | 14 | 1 | 0.02% | 0.30% | 0.97% | Q4 2018 | Q3 2023 | 15 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 4 | 0.04% | 0.21% | 1.02% | Q2 2015 | Q4 2022 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.09% | 0.39% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Newfound Research LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.16% | 2.82% | 6.07% | Q4 2019 | Q1 2023 | 14 |
AlphaCore Capital LLC | 11 | 3 | 0.04% | 0.78% | 1.83% | Q4 2019 | Q3 2023 | 14 |
Regal Investment Advisors LLC | 10 | 4 | 0.00% | 0.11% | 0.21% | Q3 2013 | Q3 2023 | 14 |
Rock Creek Group, LP | 6 | 4 | 0.21% | 9.90% | 25.40% | Q3 2018 | Q4 2022 | 14 |
Financial Enhancement Group LLC | 14 | 14 | 0.26% | 0.41% | 0.66% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.20% | 0.44% | Q2 2019 | Q3 2022 | 14 |
BRAVE ASSET MANAGEMENT INC | 14 | 14 | 0.07% | 0.37% | 1.08% | Q1 2014 | Q2 2017 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 0.20% | 6.50% | 16.01% | Q3 2013 | Q4 2016 | 14 |
TMD & ASSOCIATES, INC | 14 | 14 | 0.30% | 2.91% | 5.28% | Q4 2015 | Q1 2019 | 14 |
Essex Financial Services, Inc. | 13 | 1 | 0.07% | 0.43% | 1.02% | Q3 2018 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.03% | 0.19% | 0.63% | Q2 2017 | Q2 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.04% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
SAGE RHINO CAPITAL LLC | 14 | 14 | 0.10% | 0.64% | 1.97% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 14 |
BOKF, NA | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2022 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.30% | 0.48% | 0.86% | Q3 2020 | Q4 2023 | 14 |
NWAM LLC | 12 | 2 | 0.06% | 0.19% | 0.39% | Q1 2020 | Q3 2023 | 14 |
White Pine Investment CO | 14 | 14 | 0.19% | 1.00% | 2.04% | Q2 2020 | Q3 2023 | 14 |
Alera Investment Advisors, LLC | 6 | 2 | 0.02% | 0.16% | 0.42% | Q4 2018 | Q3 2023 | 14 |
Forward Management, LLC | 14 | 14 | 0.00% | 0.09% | 1.25% | Q2 2015 | Q3 2018 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.12% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Ullmann Wealth Partners Group, LLC | 12 | 1 | 0.14% | 0.42% | 0.92% | Q4 2018 | Q1 2022 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.02% | 0.10% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
Virtu KCG Holdings LLC | 8 | 2 | 0.01% | 0.11% | 0.74% | Q3 2013 | Q1 2017 | 13 |
Pasadena Private Wealth, LLC | 9 | 1 | 0.07% | 1.76% | 10.93% | Q4 2018 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.06% | 1.41% | 3.49% | Q2 2017 | Q2 2020 | 13 |
CCG WEALTH MANAGEMENT, LLC | 10 | 3 | 0.54% | 5.33% | 9.77% | Q1 2019 | Q2 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.11% | 0.30% | Q2 2013 | Q2 2016 | 13 |
WP Advisors, LLC | 13 | 13 | 0.25% | 4.27% | 15.74% | Q4 2016 | Q4 2019 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.10% | 0.24% | 0.48% | Q4 2018 | Q4 2021 | 13 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 13 | 0.08% | 0.51% | 0.83% | Q3 2020 | Q3 2023 | 13 |
TFG Advisers LLC | 13 | 13 | 0.18% | 0.24% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Foothills Asset Management, Ltd. | 13 | 13 | 0.61% | 2.07% | 3.43% | Q1 2017 | Q1 2020 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.72% | 1.63% | 3.02% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.33% | 0.53% | 0.81% | Q3 2020 | Q3 2023 | 13 |
IRON Financial LLC | 9 | 4 | 0.09% | 1.98% | 9.72% | Q3 2017 | Q4 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q2 2020 | 13 |
Carnegie Capital Asset Management, LLC | 10 | 3 | 0.02% | 0.08% | 0.21% | Q1 2016 | Q2 2019 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.06% | 0.25% | Q2 2020 | Q3 2023 | 13 |
Domani Wealth, LLC | 11 | 2 | 0.16% | 0.39% | 0.55% | Q3 2016 | Q1 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.50% | 3.55% | Q4 2018 | Q3 2023 | 13 |
Modus Advisors, LLC | 13 | 13 | 0.10% | 1.42% | 1.90% | Q4 2019 | Q4 2022 | 13 |
Atlas Private Wealth Management, LLC | 13 | 13 | 0.13% | 0.43% | 0.85% | Q4 2019 | Q4 2022 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.19% | 0.29% | 0.43% | Q4 2019 | Q4 2022 | 13 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 1.11% | 5.71% | Q4 2018 | Q3 2023 | 13 |
Bramshill Investments, LLC | 8 | 5 | 0.03% | 0.47% | 1.99% | Q1 2020 | Q3 2023 | 13 |
FRG Family Wealth Advisors LLC | 13 | 13 | 0.58% | 2.56% | 4.01% | Q4 2015 | Q4 2018 | 13 |
Advisor OS, LLC | 11 | 2 | 2.17% | 7.63% | 10.00% | Q2 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.09% | 0.41% | 0.69% | Q2 2013 | Q2 2016 | 13 |
SYM FINANCIAL Corp | 11 | 2 | 0.10% | 0.18% | 0.35% | Q4 2018 | Q3 2023 | 13 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.17% | 1.41% | Q4 2018 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 13 |
Donald L. Hagan, LLC | 7 | 5 | 0.60% | 1.37% | 5.12% | Q2 2017 | Q2 2020 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.03% | 0.43% | 0.74% | Q4 2020 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.92% | 1.09% | 1.23% | Q2 2019 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.25% | 0.36% | 0.50% | Q4 2016 | Q3 2019 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 1.59% | 2.48% | 4.12% | Q4 2015 | Q3 2018 | 12 |
Bison Wealth, LLC | 12 | 12 | 1.92% | 2.52% | 3.55% | Q4 2018 | Q3 2021 | 12 |
Kovack Advisors, Inc. | 9 | 1 | 0.08% | 0.12% | 0.22% | Q2 2016 | Q1 2020 | 12 |
Blue Zone Wealth Advisors, LLC | 12 | 12 | 0.19% | 0.57% | 1.14% | Q4 2019 | Q3 2022 | 12 |
TOWNSQUARE CAPITAL LLC | 8 | 4 | 0.02% | 0.18% | 0.43% | Q4 2018 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.55% | Q4 2020 | Q3 2023 | 12 |
SeaBridge Investment Advisors LLC | 12 | 12 | 0.46% | 0.60% | 0.79% | Q2 2018 | Q1 2021 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.09% | 0.64% | 1.72% | Q3 2017 | Q2 2020 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.20% | 0.45% | 0.77% | Q1 2020 | Q4 2022 | 12 |
FAGAN ASSOCIATES, INC. | 12 | 12 | 0.08% | 0.13% | 0.22% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Eagle Capital Management, LLC | 7 | 5 | 5.83% | 7.40% | 8.61% | Q4 2013 | Q4 2021 | 12 |
Manchester Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.06% | 0.17% | 0.29% | Q4 2019 | Q1 2023 | 12 |
Sepio Capital, LP | 8 | 4 | 0.02% | 0.03% | 0.09% | Q2 2020 | Q2 2023 | 12 |
HANCOCK WHITNEY CORP | 6 | 1 | 0.03% | 0.08% | 0.23% | Q3 2015 | Q2 2023 | 12 |
Keystone Financial Group | 10 | 2 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 12 |
KWMG, LLC | 12 | 12 | 0.22% | 1.75% | 2.06% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
ROVIN CAPITAL /UT/ /ADV | 10 | 1 | 0.11% | 2.41% | 9.45% | Q4 2019 | Q3 2023 | 12 |
People's United Financial, Inc. | 8 | 1 | 0.00% | 0.04% | 0.45% | Q3 2015 | Q4 2019 | 12 |
ADE, LLC | 12 | 12 | 0.17% | 0.43% | 2.17% | Q4 2020 | Q3 2023 | 12 |
Mosaic Financial Partners, Inc. | 6 | 6 | 0.21% | 0.55% | 1.14% | Q2 2013 | Q2 2018 | 12 |
Souders Financial Advisors | 12 | 12 | 0.33% | 1.15% | 1.51% | Q1 2020 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.64% | 3.36% | 9.33% | Q4 2020 | Q3 2023 | 12 |
Indie Asset Partners, LLC | 12 | 12 | 0.46% | 3.94% | 16.23% | Q4 2019 | Q3 2022 | 12 |
MASON STREET ADVISORS, LLC | 12 | 12 | 0.19% | 11.02% | 22.52% | Q4 2020 | Q3 2023 | 12 |
FURE FINANCIAL CORP | 12 | 12 | 1.38% | 2.24% | 3.67% | Q4 2019 | Q3 2022 | 12 |
Private Wealth Group, LLC | 6 | 1 | 0.13% | 0.24% | 0.34% | Q3 2019 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.84% | 1.85% | 2.92% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 12 | 12 | 0.04% | 0.37% | 0.78% | Q1 2018 | Q4 2020 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.72% | 1.46% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.40% | 0.63% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Sterling Global Strategies LLC | 11 | 1 | 1.30% | 2.13% | 3.19% | Q4 2015 | Q1 2019 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 12 |
Ahrens Investment Partners LLC | 11 | 1 | 0.08% | 0.65% | 2.48% | Q2 2017 | Q1 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 11 | 1 | 0.05% | 0.08% | 0.12% | Q2 2014 | Q3 2023 | 12 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 8 | 4 | 0.05% | 3.33% | 8.87% | Q3 2018 | Q3 2023 | 12 |
Verde Capital Management | 12 | 12 | 0.14% | 1.77% | 5.62% | Q4 2019 | Q3 2022 | 12 |
PFG Advisors | 12 | 12 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 12 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 10 | 2 | 0.47% | 1.39% | 4.80% | Q3 2020 | Q3 2023 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 0.18% | 0.58% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.56% | 0.86% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 9 | 3 | 0.00% | 0.50% | 1.76% | Q2 2018 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.14% | 0.59% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Americana Partners, LLC | 12 | 12 | 0.21% | 9.60% | 23.38% | Q4 2019 | Q3 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.08% | 0.11% | 0.26% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.07% | 0.26% | 0.99% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.26% | 0.29% | 0.32% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.20% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.34% | 0.49% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Consultants Inc | 11 | 11 | 0.03% | 1.27% | 2.47% | Q2 2020 | Q4 2022 | 11 |
Welch Group, LLC | 7 | 4 | 0.34% | 1.36% | 3.16% | Q2 2013 | Q1 2016 | 11 |
L. Roy Papp & Associates, LLP | 11 | 11 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q4 2021 | 11 |
EVERETT HARRIS & CO /CA/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Live Your Vision, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Tarbox Family Office, Inc. | 11 | 11 | 0.09% | 0.37% | 0.91% | Q4 2013 | Q2 2016 | 11 |
SITTNER & NELSON, LLC | 9 | 2 | 0.10% | 0.86% | 3.32% | Q4 2020 | Q3 2023 | 11 |
Transform Wealth, LLC | 6 | 1 | 0.05% | 0.16% | 0.27% | Q1 2017 | Q2 2021 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.04% | 0.17% | 0.31% | Q3 2016 | Q1 2019 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Financial Planning Group, LLC | 9 | 2 | 0.15% | 1.89% | 3.55% | Q1 2020 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 1.75% | 2.70% | 4.10% | Q4 2020 | Q3 2023 | 11 |
Sage Advisory Services, Ltd.Co. | 10 | 1 | 0.14% | 2.21% | 3.59% | Q4 2016 | Q4 2019 | 11 |
WESTWOOD HOLDINGS GROUP INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Kinloch Capital, LLC | 11 | 11 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q2 2023 | 11 |
KANALY TRUST CO | 11 | 11 | 0.01% | 0.59% | 1.89% | Q2 2013 | Q4 2015 | 11 |
Virtue Capital Management, LLC | 7 | 2 | 0.09% | 4.24% | 14.23% | Q4 2017 | Q3 2023 | 11 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.14% | 0.46% | 0.67% | Q1 2021 | Q3 2023 | 11 |
GeoWealth Management, LLC | 11 | 11 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 11 | 11 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q3 2019 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 1.99% | 4.96% | 9.67% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.07% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Neuberger Berman Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 11 |
Bell Rock Capital LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2019 | 11 |
MGO ONE SEVEN LLC | 5 | 1 | 0.00% | 0.09% | 0.29% | Q4 2017 | Q1 2023 | 11 |
BENNICAS & ASSOCIATES, INC. | 10 | 1 | 0.67% | 1.19% | 1.41% | Q2 2013 | Q4 2022 | 11 |
RMR Wealth Builders | 7 | 1 | 0.01% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.14% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.51% | 2.58% | 5.55% | Q1 2021 | Q3 2023 | 11 |
Charter Oak Capital Management, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 11 |
BlackRock Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Harvest Investment Services, LLC | 7 | 2 | 0.12% | 0.28% | 0.58% | Q2 2020 | Q3 2023 | 11 |
Glovista Investments LLC | 7 | 4 | 0.05% | 0.67% | 1.33% | Q3 2015 | Q4 2019 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.57% | 1.48% | 2.14% | Q3 2020 | Q2 2023 | 11 |
Maryland Capital Management | 11 | 11 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2022 | 11 |
MJP ASSOCIATES INC /ADV | 8 | 2 | 0.11% | 1.74% | 14.47% | Q1 2021 | Q3 2023 | 10 |
Gryphon Financial Partners LLC | 10 | 10 | 0.20% | 4.04% | 8.27% | Q2 2018 | Q3 2020 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Strategic Wealth Partners, Ltd. | 8 | 2 | 0.00% | 0.32% | 2.69% | Q4 2017 | Q4 2022 | 10 |
Personal Wealth Partners | 10 | 10 | 0.08% | 0.13% | 0.24% | Q4 2019 | Q1 2022 | 10 |
HL FINANCIAL SERVICES LLC | 10 | 10 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.11% | 0.20% | 0.32% | Q4 2018 | Q1 2021 | 10 |
TruWealth Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.02% | 0.06% | 0.07% | Q2 2018 | Q3 2020 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.03% | 0.10% | 0.46% | Q4 2014 | Q1 2017 | 10 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.15% | 0.84% | 2.37% | Q4 2020 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.08% | 0.41% | Q2 2013 | Q1 2019 | 10 |
Global Financial Private Capital, Inc | 9 | 1 | 0.00% | 0.18% | 1.35% | Q4 2017 | Q2 2020 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 1.86% | 3.10% | 4.31% | Q1 2021 | Q2 2023 | 10 |
Oxinas Partners Wealth Management LLC | 10 | 10 | 0.22% | 0.50% | 0.89% | Q4 2020 | Q1 2023 | 10 |
RiverFront Investment Group, LLC | 8 | 2 | 0.36% | 1.79% | 6.36% | Q3 2015 | Q4 2018 | 10 |
BOSTON FINANCIAL MANGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Haverford Trust Co | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 10 |
Danda Trouve Investment Management, Inc. | 10 | 10 | 0.01% | 2.49% | 7.04% | Q2 2020 | Q3 2022 | 10 |
Full Sail Capital, LLC | 10 | 10 | 0.04% | 1.11% | 2.05% | Q2 2020 | Q3 2022 | 10 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q1 2016 | 10 |
Royal Fund Management, LLC | 5 | 1 | 0.00% | 0.58% | 1.52% | Q4 2017 | Q1 2023 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.08% | 1.27% | 2.31% | Q4 2020 | Q1 2023 | 10 |
Investment Research & Advisory Group, Inc. | 9 | 1 | 0.04% | 0.10% | 0.22% | Q4 2019 | Q3 2022 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
WRAPMANAGER INC | 10 | 10 | 0.07% | 0.10% | 0.11% | Q2 2017 | Q3 2019 | 10 |
SANDERS MORRIS HARRIS LLC | 9 | 1 | 0.05% | 0.15% | 0.22% | Q1 2016 | Q3 2022 | 10 |
Montis Financial, LLC | 9 | 1 | 0.42% | 1.44% | 2.51% | Q4 2020 | Q3 2023 | 10 |
Financial Engines Advisors L.L.C. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q3 2022 | 10 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.05% | 0.22% | 0.49% | Q4 2017 | Q1 2022 | 10 |
Doyle Wealth Management | 9 | 1 | 0.00% | 0.29% | 0.40% | Q2 2019 | Q3 2022 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10 | 10 | 0.64% | 1.03% | 1.58% | Q4 2019 | Q1 2022 | 10 |
A. D. Beadell Investment Counsel, Inc. | 10 | 10 | 0.17% | 0.28% | 0.56% | Q2 2019 | Q3 2021 | 10 |
Weatherstone Capital Management | 7 | 1 | 0.11% | 4.96% | 22.78% | Q2 2013 | Q1 2019 | 10 |
Taylor, Cottrill LLC | 10 | 10 | 0.13% | 0.18% | 0.21% | Q3 2013 | Q4 2015 | 10 |
Mangham Associates,LLC | 10 | 10 | 2.69% | 20.71% | 34.61% | Q2 2021 | Q3 2023 | 10 |
Avestar Capital, LLC | 10 | 10 | 0.06% | 1.84% | 4.14% | Q2 2019 | Q3 2021 | 10 |
Bellecapital International Ltd. | 10 | 10 | 0.22% | 0.67% | 0.90% | Q2 2014 | Q3 2016 | 10 |
ACAS, LLC | 6 | 4 | 0.32% | 0.37% | 0.43% | Q1 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 7 | 3 | 0.02% | 0.35% | 0.70% | Q2 2019 | Q3 2023 | 10 |
Advisory Alpha, LLC | 8 | 2 | 0.01% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.44% | 0.72% | Q4 2019 | Q1 2022 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Nicholas Hoffman & Company, LLC. | 6 | 4 | 0.01% | 0.27% | 0.66% | Q1 2021 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
High Falls Advisors, Inc | 9 | 9 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q4 2022 | 9 |
Birchcreek Wealth Management, LLC | 9 | 9 | 0.05% | 0.38% | 0.61% | Q4 2020 | Q4 2022 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.01% | 0.09% | 0.25% | Q4 2018 | Q3 2021 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2017 | Q3 2019 | 9 |
Estate Counselors, LLC | 9 | 9 | 0.02% | 0.68% | 4.11% | Q3 2021 | Q3 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.57% | 1.55% | 2.52% | Q2 2019 | Q2 2021 | 9 |
Relative Value Partners Group, LLC | 9 | 9 | 0.10% | 2.43% | 4.00% | Q3 2020 | Q3 2022 | 9 |
Leonard Rickey Investment Advisors P.L.L.C. | 9 | 9 | 0.22% | 0.72% | 0.98% | Q4 2017 | Q4 2019 | 9 |
Paradigm Financial Advisors, LLC | 9 | 9 | 0.07% | 1.82% | 5.36% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2015 | 9 |
Asset Planning Services, Ltd. | 5 | 4 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q4 2017 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.06% | 0.18% | 0.27% | Q3 2021 | Q3 2023 | 9 |
MYCIO WEALTH PARTNERS, LLC | 7 | 1 | 0.00% | 0.24% | 0.34% | Q4 2016 | Q3 2019 | 9 |
Snider Financial Group | 7 | 2 | 0.22% | 0.73% | 2.96% | Q2 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 9 |
GRIES FINANCIAL LLC | 5 | 1 | 0.12% | 0.77% | 1.48% | Q1 2021 | Q3 2023 | 9 |
Sage Capital Advisors,llc | 9 | 9 | 0.12% | 0.17% | 0.28% | Q2 2020 | Q2 2022 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.05% | 0.35% | 0.51% | Q4 2018 | Q4 2020 | 9 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 9 |
USAdvisors Wealth Management, LLC | 9 | 9 | 2.70% | 3.05% | 3.39% | Q1 2021 | Q1 2023 | 9 |
PYA Waltman Capital, LLC | 9 | 9 | 0.05% | 0.12% | 0.18% | Q3 2020 | Q3 2022 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
EPG Wealth Management LLC | 6 | 3 | 0.07% | 0.30% | 1.54% | Q4 2019 | Q3 2022 | 9 |
SIMMONS FIRST TRUST CO NA | 9 | 9 | 0.47% | 0.98% | 1.29% | Q4 2013 | Q4 2015 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.27% | 0.41% | 0.66% | Q3 2021 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 6 | 3 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2022 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2019 | 9 |
Wakefield Asset Management LLLP | 9 | 9 | 0.04% | 0.95% | 2.51% | Q3 2018 | Q3 2020 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q4 2020 | 9 |
Robertson Stephens Wealth Management, LLC | 5 | 1 | 0.04% | 1.19% | 3.35% | Q1 2021 | Q3 2023 | 9 |
BARCLAYS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
SEGALL BRYANT & HAMILL, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 9 |
MADISON WEALTH MANAGEMENT | 8 | 1 | 0.07% | 0.16% | 0.30% | Q1 2020 | Q3 2022 | 9 |
Valeo Financial Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 9 |
JOYN Advisors, Inc. | 5 | 3 | 0.02% | 0.07% | 0.13% | Q3 2014 | Q3 2018 | 8 |
Eudaimonia Partners, LLC | 7 | 1 | 0.07% | 0.19% | 0.31% | Q3 2020 | Q3 2023 | 8 |
Laurel Wealth Planning LLC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2022 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Vectors Research Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.22% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.32% | 0.75% | 1.00% | Q4 2021 | Q3 2023 | 8 |
USCA RIA LLC | 8 | 8 | 0.03% | 0.09% | 0.14% | Q1 2019 | Q4 2020 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.33% | 2.82% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.04% | 0.30% | 0.68% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 2.21% | 3.38% | 4.28% | Q4 2021 | Q3 2023 | 8 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Edmonds Duncan Registered Investment Advisors, LLC | 6 | 2 | 0.07% | 0.31% | 0.59% | Q2 2017 | Q3 2021 | 8 |
Greenwich Investment Management, Inc. | 5 | 3 | 0.30% | 1.04% | 2.26% | Q3 2019 | Q2 2022 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.15% | 0.67% | 1.43% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.29% | 0.47% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Frisch Financial Group, Inc. | 8 | 8 | 0.10% | 0.16% | 0.28% | Q1 2019 | Q4 2020 | 8 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.16% | 0.70% | 1.36% | Q1 2021 | Q3 2023 | 8 |
MAIRS & POWER INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Cedar Mountain Advisors, LLC | 7 | 1 | 0.00% | 0.49% | 0.70% | Q4 2019 | Q3 2023 | 8 |
Stratford Consulting, LLC | 8 | 8 | 0.34% | 0.47% | 0.69% | Q2 2018 | Q1 2020 | 8 |
DUBUQUE BANK & TRUST CO | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 1.24% | 2.36% | 3.88% | Q4 2018 | Q3 2020 | 8 |
Mezzasalma Advisors, LLC | 8 | 8 | 0.14% | 0.42% | 0.88% | Q4 2020 | Q3 2022 | 8 |
Price Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.85% | 1.36% | 1.89% | Q4 2020 | Q3 2022 | 8 |
Wealth Advisory Solutions, LLC | 4 | 2 | 0.41% | 0.52% | 0.67% | Q4 2019 | Q2 2022 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.25% | 0.45% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.03% | 0.10% | 0.24% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.11% | 1.90% | 3.57% | Q2 2013 | Q1 2015 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SAX WEALTH ADVISORS, LLC | 8 | 8 | 0.06% | 0.24% | 0.46% | Q4 2020 | Q3 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
LS Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
Old Port Advisors | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2021 | 8 |
Concorde Financial Corp | 8 | 8 | 1.02% | 2.20% | 3.35% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.02% | 0.06% | 0.07% | Q4 2016 | Q2 2021 | 8 |
Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2020 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.25% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.28% | 2.22% | Q4 2019 | Q3 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 8 |
Huber Financial Advisors, LLC | 6 | 2 | 0.13% | 0.24% | 0.33% | Q1 2018 | Q1 2020 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2022 | 8 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.02% | 0.19% | 0.51% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.02% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 1.22% | 2.37% | 7.28% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.30% | 0.52% | 0.73% | Q4 2021 | Q4 2023 | 8 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 8 | 0.33% | 4.47% | 20.08% | Q4 2021 | Q3 2023 | 8 |
JMG Financial Group, Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q2 2015 | 8 |
Moloney Securities Asset Management, LLC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
TriaGen Wealth Management LLC | 8 | 8 | 0.26% | 0.59% | 1.24% | Q4 2020 | Q3 2022 | 8 |
Financial Sense Advisors, Inc. | 6 | 2 | 0.10% | 5.44% | 25.57% | Q3 2018 | Q3 2020 | 8 |
Overbrook Management Corp | 8 | 8 | 0.06% | 0.08% | 0.14% | Q4 2019 | Q3 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Vantage Investment Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.56% | 0.88% | 1.30% | Q4 2021 | Q3 2023 | 8 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.04% | 5.14% | 8.39% | Q4 2013 | Q3 2015 | 8 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.09% | 0.25% | 0.43% | Q4 2017 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.06% | 1.15% | 3.64% | Q2 2013 | Q3 2020 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.19% | 0.42% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.08% | 0.19% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Fusion Capital, LLC | 8 | 8 | 0.74% | 1.61% | 2.90% | Q3 2020 | Q2 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 3.00% | 3.53% | 4.03% | Q4 2021 | Q3 2023 | 8 |
Investors Capital Advisory Services | 5 | 3 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2015 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.08% | 0.15% | 0.26% | Q3 2020 | Q2 2022 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.42% | 0.58% | 1.01% | Q4 2021 | Q3 2023 | 8 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ledyard National Bank | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 7 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q1 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.07% | 0.21% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.94% | 1.18% | 1.42% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.21% | 0.25% | 0.29% | Q2 2013 | Q4 2014 | 7 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 4 | 3 | 0.51% | 0.83% | 1.18% | Q4 2016 | Q3 2018 | 7 |
Vigilare Wealth Management | 6 | 1 | 0.15% | 0.98% | 2.58% | Q2 2020 | Q4 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Allegis Investment Advisors, LLC | 4 | 1 | 0.17% | 0.96% | 1.91% | Q4 2015 | Q1 2018 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 3.30% | 4.06% | 4.60% | Q4 2020 | Q2 2022 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.02% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Essex Savings Bank | 4 | 3 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q1 2023 | 7 |
TRUE Private Wealth Advisors | 7 | 7 | 0.01% | 1.45% | 2.60% | Q2 2020 | Q4 2021 | 7 |
Southeast Asset Advisors Inc. | 7 | 7 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 7 |
Spotlight Asset Group, Inc. | 5 | 2 | 0.05% | 0.22% | 0.39% | Q3 2020 | Q3 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 2 | 0.03% | 0.04% | 0.09% | Q4 2013 | Q2 2018 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.09% | 0.72% | 1.32% | Q3 2013 | Q4 2016 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.10% | 0.11% | 0.15% | Q3 2018 | Q1 2020 | 7 |
Strategic Investment Advisors / MI | 4 | 3 | 0.09% | 0.19% | 0.31% | Q2 2020 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q4 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.15% | 3.12% | 8.82% | Q2 2013 | Q4 2014 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.22% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
American Trust | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
F-Squared Investment Management, LLC | 4 | 3 | 2.03% | 5.68% | 12.59% | Q3 2013 | Q2 2015 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.04% | 2.81% | 8.13% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors Wealth Management, LLC | 7 | 7 | 0.46% | 0.58% | 0.69% | Q1 2021 | Q3 2022 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.23% | 0.54% | Q4 2018 | Q3 2023 | 7 |
LifeSteps Financial, Inc. | 5 | 2 | 0.27% | 0.82% | 1.45% | Q4 2019 | Q1 2022 | 7 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.32% | 1.04% | 2.09% | Q2 2013 | Q3 2017 | 7 |
DERBY & COMPANY, INC | 7 | 7 | 0.20% | 3.24% | 4.40% | Q1 2020 | Q3 2021 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.09% | 0.23% | Q2 2020 | Q4 2021 | 7 |
Strategic Advisors LLC | 4 | 3 | 0.11% | 0.18% | 0.30% | Q1 2020 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.09% | 0.23% | 0.38% | Q4 2016 | Q2 2018 | 7 |
ASSET MANAGEMENT CORP /IL/ /ADV | 7 | 7 | 0.11% | 0.67% | 3.02% | Q4 2019 | Q2 2021 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Peterson Financial Group, Inc. | 7 | 7 | 0.14% | 0.19% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Cascade Investment Advisors, Inc. | 7 | 7 | 0.04% | 0.32% | 0.49% | Q3 2021 | Q1 2023 | 7 |
Mosaic Family Wealth, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2019 | 7 |
SFMG, LLC | 4 | 3 | 0.03% | 0.36% | 1.09% | Q3 2017 | Q2 2021 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 2 | 0.01% | 0.82% | 1.35% | Q3 2013 | Q3 2021 | 7 |
SALEM INVESTMENT COUNSELORS INC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 7 |
White Lighthouse Investment Management Inc. | 7 | 7 | 0.25% | 0.41% | 0.86% | Q2 2018 | Q4 2019 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.04% | 0.17% | Q4 2019 | Q3 2023 | 7 |
Frontier Wealth Management LLC | 4 | 3 | 0.13% | 0.46% | 0.60% | Q2 2020 | Q2 2022 | 7 |
INSIGHT 2811, INC. | 6 | 1 | 0.15% | 0.46% | 1.70% | Q1 2016 | Q1 2021 | 7 |
Round Rock Advisors, LLC | 7 | 7 | 0.17% | 0.36% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Lionsbridge Wealth Management LLC | 6 | 1 | 2.24% | 5.55% | 7.48% | Q4 2019 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 1 | 0.28% | 0.56% | 0.90% | Q4 2017 | Q4 2020 | 7 |
Allred Capital Management, LLC | 7 | 7 | 0.28% | 0.93% | 1.31% | Q1 2021 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.02% | 0.25% | 0.66% | Q2 2018 | Q4 2019 | 7 |
CAPITAL CITY TRUST CO/FL | 7 | 7 | 0.17% | 0.24% | 0.31% | Q1 2020 | Q3 2021 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.28% | 0.58% | Q2 2013 | Q4 2014 | 7 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.07% | 0.20% | 0.39% | Q4 2021 | Q2 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Wealth Alliance | 7 | 7 | 0.08% | 0.99% | 1.47% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Argentus Capital Management, LLC | 6 | 1 | 0.09% | 0.29% | 0.65% | Q3 2014 | Q3 2016 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.30% | 0.44% | 0.54% | Q1 2022 | Q3 2023 | 7 |
ARS Investment Partners, LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q1 2018 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.14% | 0.35% | Q4 2019 | Q1 2021 | 6 |
Concorde Asset Management, LLC | 5 | 1 | 0.15% | 0.23% | 0.35% | Q3 2017 | Q2 2019 | 6 |
Reitz Capital Advisors LLC | 6 | 6 | 7.82% | 10.36% | 12.40% | Q3 2019 | Q4 2020 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.02% | 0.19% | 0.28% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ONE FINANCIAL CORP | 6 | 6 | 0.04% | 0.10% | 0.19% | Q1 2020 | Q2 2021 | 6 |
Range Financial Group LLC | 6 | 6 | 0.87% | 1.49% | 1.92% | Q2 2022 | Q3 2023 | 6 |
MANAGED ACCOUNT SERVICES INC | 4 | 2 | 0.14% | 0.28% | 0.38% | Q2 2018 | Q4 2019 | 6 |
LGL PARTNERS, LLC | 6 | 6 | 1.89% | 2.02% | 2.11% | Q4 2015 | Q1 2017 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.18% | 0.40% | 0.96% | Q2 2013 | Q3 2014 | 6 |
Callan Capital, LLC | 2 | 1 | 0.06% | 0.33% | 0.71% | Q2 2014 | Q4 2016 | 6 |
GRIMES & COMPANY, INC. | 5 | 1 | 0.11% | 1.07% | 5.67% | Q3 2015 | Q4 2022 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2016 | 6 |
Price Capital Management, Inc. | 2 | 1 | 0.09% | 42.11% | 96.50% | Q1 2018 | Q3 2023 | 6 |
CIM, LLC | 3 | 3 | 0.04% | 0.43% | 0.82% | Q4 2020 | Q4 2022 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 6 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.20% | 0.24% | 0.30% | Q2 2021 | Q4 2022 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 1.84% | 3.74% | 5.47% | Q2 2021 | Q3 2022 | 6 |
Signify Wealth | 5 | 1 | 0.17% | 1.48% | 3.16% | Q1 2022 | Q3 2023 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 1.51% | 1.61% | 1.88% | Q2 2022 | Q3 2023 | 6 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 6 | 6 | 2.78% | 2.96% | 3.10% | Q1 2021 | Q2 2022 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
WJ Interests, LLC | 6 | 6 | 1.26% | 2.90% | 4.87% | Q2 2022 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.00% | 1.18% | 2.68% | Q1 2017 | Q4 2022 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.33% | 0.40% | 0.47% | Q4 2016 | Q1 2018 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.25% | 6.76% | 10.65% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.97% | 1.10% | 1.30% | Q2 2022 | Q3 2023 | 6 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q4 2020 | 6 |
Beacon Capital Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.06% | 0.16% | 0.29% | Q3 2019 | Q4 2020 | 6 |
McElhenny Sheffield Capital Management, LLC | 6 | 6 | 0.08% | 0.15% | 0.27% | Q3 2021 | Q4 2022 | 6 |
NOESIS CAPITAL MANGEMENT CORP | 6 | 6 | 0.07% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
SECURITY NATIONAL BANK OF SO DAK | 6 | 6 | 0.16% | 0.84% | 1.62% | Q3 2020 | Q4 2021 | 6 |
First Capital Advisors Group, LLC. | 4 | 2 | 0.01% | 0.09% | 0.43% | Q1 2018 | Q2 2023 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 6 |
Intelligence Driven Advisers, LLC | 6 | 6 | 0.26% | 0.66% | 1.36% | Q2 2019 | Q3 2020 | 6 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 4 | 2 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q2 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.26% | 0.52% | 1.30% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Apella Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 6 |
Clear Perspective Advisors, LLC | 6 | 6 | 0.11% | 0.40% | 0.61% | Q3 2020 | Q4 2021 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Probity Advisors, Inc. | 5 | 1 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q1 2022 | 6 |
RETIREMENT INCOME SOLUTIONS, INC | 6 | 6 | 0.64% | 2.26% | 6.28% | Q2 2020 | Q3 2021 | 6 |
DRAVO BAY LLC | 5 | 1 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.09% | 0.15% | Q3 2021 | Q3 2023 | 6 |
VICUS CAPITAL | 5 | 1 | 0.14% | 0.26% | 0.38% | Q4 2016 | Q1 2019 | 6 |
Nelson Capital Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.00% | 0.38% | 1.86% | Q4 2013 | Q3 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 6 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.08% | 0.42% | Q4 2018 | Q2 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Allen Capital Group, LLC | 3 | 1 | 0.09% | 1.06% | 2.37% | Q4 2019 | Q4 2022 | 6 |
Hedeker Wealth, LLC | 6 | 6 | 1.05% | 1.40% | 1.73% | Q2 2022 | Q3 2023 | 6 |
LaFleur & Godfrey LLC | 6 | 6 | 0.23% | 2.02% | 3.31% | Q2 2013 | Q3 2014 | 6 |
Bruderman Asset Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q1 2018 | Q2 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Clearshares LLC | 6 | 6 | 1.57% | 1.65% | 1.85% | Q4 2017 | Q1 2019 | 6 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q2 2022 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2019 | Q3 2020 | 6 |
Accuvest Global Advisors | 6 | 6 | 0.35% | 0.96% | 2.70% | Q2 2017 | Q3 2018 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.15% | 0.18% | 0.21% | Q3 2017 | Q1 2019 | 6 |
Marcum Wealth, LLC | 3 | 1 | 0.03% | 0.16% | 0.43% | Q4 2019 | Q3 2022 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 6 |
Portfolio Strategies Inc | 5 | 5 | 10.35% | 14.89% | 20.81% | Q4 2016 | Q4 2017 | 5 |
GUGGENHEIM CAPITAL LLC | 3 | 1 | 0.00% | 0.17% | 0.28% | Q2 2013 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.11% | 0.15% | 0.18% | Q4 2016 | Q4 2017 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.27% | 0.40% | 0.52% | Q4 2021 | Q1 2023 | 5 |
SWMG, LLC | 2 | 1 | 0.33% | 0.62% | 1.03% | Q4 2021 | Q2 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.17% | 0.32% | Q3 2020 | Q1 2022 | 5 |
Strategic Blueprint, LLC | 3 | 1 | 0.01% | 0.12% | 0.30% | Q3 2019 | Q4 2022 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 1.67% | 2.37% | 2.94% | Q4 2021 | Q4 2022 | 5 |
OAK FAMILY ADVISORS, LLC | 5 | 5 | 0.12% | 0.20% | 0.26% | Q4 2020 | Q4 2021 | 5 |
RIVERSEDGE ADVISORS, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q2 2021 | 5 |
CWH Capital Management, Inc. | 5 | 5 | 9.60% | 10.58% | 11.15% | Q3 2017 | Q3 2018 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.14% | 0.81% | 1.20% | Q1 2018 | Q1 2019 | 5 |
Keene & Associates, Inc. | 5 | 5 | 6.07% | 7.12% | 9.98% | Q3 2022 | Q3 2023 | 5 |
Palouse Capital Management, Inc. | 5 | 5 | 2.02% | 2.76% | 3.59% | Q2 2019 | Q2 2020 | 5 |
Sloy Dahl & Holst, LLC | 2 | 1 | 0.05% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.22% | 0.23% | 0.24% | Q4 2016 | Q4 2017 | 5 |
Jefferies Group LLC | 3 | 1 | 0.01% | 0.27% | 1.00% | Q2 2013 | Q2 2015 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OptiFour Integrated Wealth Management, LLC | 5 | 5 | 0.38% | 1.11% | 1.71% | Q4 2018 | Q4 2019 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MBM Wealth Consultants, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.08% | 1.01% | 4.29% | Q2 2013 | Q2 2014 | 5 |
Nikulski Financial, Inc. | 5 | 5 | 0.09% | 0.11% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Stone House Investment Management, LLC | 5 | 5 | 0.23% | 2.21% | 3.65% | Q1 2018 | Q1 2019 | 5 |
LEVITT CAPITAL MANAGEMENT LLC | 5 | 5 | 0.10% | 7.73% | 25.08% | Q2 2013 | Q2 2014 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.26% | 0.32% | 0.38% | Q3 2021 | Q3 2022 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.11% | 0.97% | 2.10% | Q4 2021 | Q4 2022 | 5 |
55I, LLC | 5 | 5 | 0.14% | 0.49% | 1.14% | Q4 2018 | Q4 2019 | 5 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2020 | 5 |
Center For Asset Management LLC | 3 | 2 | 0.86% | 4.03% | 6.88% | Q4 2020 | Q3 2023 | 5 |
Secrest Blakey & Associates, LLC | 5 | 5 | 0.24% | 0.26% | 0.28% | Q4 2017 | Q4 2018 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2018 | 5 |
SPINNAKER TRUST | 4 | 1 | 0.06% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 5 |
Fortis Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q1 2020 | 5 |
BAILARD, INC. | 5 | 5 | 0.01% | 2.21% | 3.84% | Q2 2018 | Q2 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.20% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Taylor & Morgan Wealth Management, LLC | 5 | 5 | 1.19% | 1.40% | 1.56% | Q4 2021 | Q4 2022 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.00% | 0.38% | 1.39% | Q4 2018 | Q4 2019 | 5 |
Solstein Capital, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.42% | 0.75% | 1.76% | Q2 2019 | Q2 2020 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 1.49% | 2.49% | 3.35% | Q4 2022 | Q4 2023 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 2 | 0.04% | 0.11% | 0.17% | Q3 2020 | Q1 2022 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q4 2017 | 5 |
Turim 21 Investimentos Ltda. | 4 | 1 | 0.18% | 1.07% | 2.85% | Q1 2020 | Q2 2021 | 5 |
INVESTMENT PARTNERS, LTD. | 5 | 5 | 1.01% | 2.96% | 4.72% | Q1 2020 | Q1 2021 | 5 |
MidWestOne Financial Group, Inc. | 4 | 1 | 0.08% | 0.13% | 0.17% | Q2 2019 | Q3 2020 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Institute for Wealth Management, LLC. | 4 | 1 | 0.14% | 0.19% | 0.23% | Q1 2019 | Q2 2023 | 5 |
Aprio Wealth Management, LLC | 5 | 5 | 0.10% | 1.05% | 4.67% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
WCG Wealth Advisors LLC | 5 | 5 | 0.14% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
EQ LLC | 4 | 1 | 5.60% | 12.06% | 32.93% | Q4 2021 | Q1 2023 | 5 |
Kingfisher Capital LLC | 4 | 1 | 0.12% | 2.97% | 3.70% | Q4 2019 | Q3 2023 | 5 |
Adaptive Financial Consulting, LLC | 5 | 5 | 0.33% | 0.41% | 0.49% | Q4 2019 | Q4 2020 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.21% | 6.17% | 11.15% | Q4 2021 | Q4 2022 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ledge Wealth Management, Inc. | 5 | 5 | 0.11% | 0.20% | 0.31% | Q1 2022 | Q1 2023 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
G&S Capital LLC | 5 | 5 | 3.08% | 3.56% | 4.80% | Q4 2018 | Q4 2019 | 5 |
JFS WEALTH ADVISORS, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 5 |
Arbor Wealth Management, LLC | 5 | 5 | 0.47% | 0.81% | 1.18% | Q4 2020 | Q4 2021 | 5 |
TCWP LLC | 4 | 1 | 0.00% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.13% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
RiverTree Advisors, LLC | 3 | 2 | 6.19% | 6.88% | 8.09% | Q1 2022 | Q3 2023 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 1 | 0.14% | 14.66% | 36.02% | Q3 2015 | Q4 2018 | 5 |
NewEdge Wealth, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Portland Global Advisors LLC | 4 | 4 | 0.04% | 0.07% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Lake Hills Wealth Management, LLC | 4 | 4 | 0.23% | 0.44% | 0.77% | Q2 2022 | Q1 2023 | 4 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 4 | 4 | 0.26% | 0.27% | 0.29% | Q2 2022 | Q1 2023 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2018 | Q3 2019 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
ETRADE Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2020 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q3 2021 | 4 |
HBK Sorce Advisory LLC | 3 | 1 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q4 2014 | 4 |
Kerntke Otto McGlone Wealth Management Group | 4 | 4 | 1.34% | 3.21% | 4.35% | Q3 2020 | Q2 2021 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 4 |
MKT Advisors LLC | 4 | 4 | 0.18% | 0.22% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.37% | 0.63% | 0.98% | Q1 2018 | Q4 2018 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 1.26% | 2.60% | 3.41% | Q4 2021 | Q3 2022 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.49% | 0.58% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.24% | 0.31% | 0.36% | Q4 2018 | Q3 2019 | 4 |
S.C. Financial Services, Inc. | 4 | 4 | 0.25% | 0.32% | 0.36% | Q4 2021 | Q3 2022 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 1.18% | 1.21% | 1.26% | Q2 2022 | Q1 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.14% | 0.25% | 0.35% | Q1 2019 | Q4 2019 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.06% | 0.15% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Partners, LLC | 2 | 1 | 0.14% | 0.33% | 0.82% | Q4 2019 | Q4 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.33% | 2.51% | 3.63% | Q4 2019 | Q3 2020 | 4 |
Berkshire Bank | 4 | 4 | 0.05% | 0.32% | 0.65% | Q3 2020 | Q2 2021 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.16% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.23% | 0.56% | 0.94% | Q2 2022 | Q1 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.68% | 1.46% | 2.58% | Q4 2018 | Q3 2019 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.16% | 0.39% | 0.60% | Q1 2016 | Q4 2016 | 4 |
LBA Wealth Management, LLC | 3 | 1 | 0.00% | 0.10% | 0.35% | Q2 2015 | Q1 2017 | 4 |
Schrum Private Wealth Management LLC | 4 | 4 | 0.36% | 0.40% | 0.46% | Q4 2021 | Q3 2022 | 4 |
Ascent Group, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CMC Financial Group | 4 | 4 | 0.21% | 0.42% | 0.98% | Q4 2018 | Q3 2019 | 4 |
Elevated Capital Advisors, LLC | 2 | 1 | 0.60% | 1.83% | 3.09% | Q1 2019 | Q3 2023 | 4 |
Exeter Financial, LLC | 4 | 4 | 0.35% | 1.01% | 1.84% | Q3 2020 | Q2 2021 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.55% | 0.59% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 2.02% | 2.08% | 2.24% | Q4 2018 | Q4 2019 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.11% | 0.34% | 1.01% | Q3 2014 | Q3 2015 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.89% | 2.32% | Q4 2013 | Q3 2023 | 4 |
Harfst & Associates, Inc. | 4 | 4 | 0.11% | 0.16% | 0.27% | Q2 2015 | Q1 2016 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.81% | 1.30% | 2.62% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Sentinus, LLC | 4 | 4 | 0.54% | 0.79% | 1.28% | Q3 2022 | Q2 2023 | 4 |
Derbend Asset Management | 2 | 2 | 0.14% | 0.19% | 0.28% | Q2 2021 | Q3 2023 | 4 |
FundX Investment Group, LLC | 3 | 1 | 0.42% | 2.61% | 7.10% | Q4 2018 | Q1 2020 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.36% | 0.39% | 0.42% | Q2 2016 | Q1 2017 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q3 2022 | Q2 2023 | 4 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Autus Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 1 | 0.02% | 0.15% | 0.20% | Q3 2022 | Q3 2023 | 4 |
Laird Norton Wetherby Trust Company, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 0.32% | 0.99% | 2.19% | Q2 2022 | Q1 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 3 | 1 | 0.00% | 0.06% | 0.22% | Q4 2018 | Q4 2020 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.37% | 0.70% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.24% | 0.98% | 2.34% | Q4 2017 | Q3 2018 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.05% | 0.17% | 0.49% | Q4 2022 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.28% | 0.39% | 0.53% | Q4 2020 | Q3 2021 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.10% | 0.15% | 0.19% | Q2 2018 | Q3 2020 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 1.21% | 1.28% | 1.35% | Q4 2022 | Q3 2023 | 4 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.23% | 0.47% | 0.90% | Q4 2020 | Q1 2022 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2020 | 4 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 4 |
Shepherd Financial Partners LLC | 4 | 4 | 0.30% | 0.53% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.89% | 1.87% | 3.54% | Q4 2022 | Q3 2023 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.39% | 0.62% | 0.85% | Q4 2021 | Q1 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.20% | 0.74% | 1.20% | Q1 2020 | Q3 2023 | 4 |
Auxano Advisors, LLC | 4 | 4 | 0.20% | 0.27% | 0.32% | Q1 2020 | Q4 2020 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.18% | 0.26% | Q1 2022 | Q4 2023 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.21% | 0.32% | Q2 2014 | Q1 2015 | 4 |
Brio Consultants, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 1 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 4 |
GARRISON POINT ADVISORS, LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q3 2021 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Laurel Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Blackston Financial Advisory Group, LLC | 4 | 4 | 0.29% | 0.41% | 0.54% | Q2 2022 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.19% | 0.37% | Q4 2019 | Q3 2021 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.07% | 0.63% | 0.96% | Q2 2018 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Dynasty Wealth Management, LLC | 3 | 3 | 0.14% | 0.41% | 0.67% | Q1 2018 | Q3 2018 | 3 |
KHP Capital, LLC | 2 | 1 | 0.22% | 0.35% | 0.42% | Q4 2017 | Q3 2018 | 3 |
Beck Bode, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.30% | 0.40% | 0.55% | Q4 2020 | Q2 2021 | 3 |
TFB Advisors LLC | 3 | 3 | 1.92% | 3.22% | 5.66% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
KENNICOTT CAPITAL MANAGEMENT LLC | 3 | 3 | 3.18% | 4.72% | 6.87% | Q1 2021 | Q3 2021 | 3 |
Scott Capital Advisors, LLC | 3 | 3 | 0.12% | 0.71% | 1.58% | Q4 2021 | Q2 2022 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Slow Capital, Inc. | 3 | 3 | 0.19% | 0.25% | 0.33% | Q1 2020 | Q3 2020 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2016 | Q4 2016 | 3 |
Glenview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
BOENNING & SCATTERGOOD, INC. | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Waldron Private Wealth LLC | 2 | 1 | 0.03% | 0.20% | 0.34% | Q3 2015 | Q1 2019 | 3 |
Stearns Financial Services Group | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2020 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 1 | 1 | 0.05% | 5.64% | 15.07% | Q1 2018 | Q1 2022 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Paracle Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2014 | Q1 2015 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.12% | 0.30% | 0.52% | Q3 2018 | Q1 2019 | 3 |
Members Trust Co | 2 | 1 | 0.00% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 0.39% | 3.06% | 4.50% | Q1 2018 | Q3 2018 | 3 |
CNO Financial Group, Inc. | 3 | 3 | 22.79% | 22.94% | 23.05% | Q2 2021 | Q4 2021 | 3 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 2 | 1 | 0.03% | 0.36% | 0.62% | Q3 2020 | Q2 2022 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 1.45% | 7.07% | 15.32% | Q1 2015 | Q3 2015 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2022 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q1 2022 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 0.50% | 0.74% | 1.00% | Q4 2022 | Q2 2023 | 3 |
EII CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.08% | 0.15% | 0.19% | Q4 2019 | Q2 2020 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.10% | 0.13% | 0.16% | Q4 2014 | Q4 2017 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.10% | 0.17% | 0.21% | Q1 2022 | Q3 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.11% | 0.29% | 0.64% | Q3 2018 | Q3 2023 | 3 |
Dakota Wealth Management | 2 | 1 | 0.02% | 0.21% | 0.33% | Q2 2020 | Q4 2022 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q2 2016 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.12% | 0.18% | 0.28% | Q2 2018 | Q4 2018 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.14% | 0.29% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2019 | Q3 2019 | 3 |
Fortitude Advisory Group L.L.C. | 3 | 3 | 0.11% | 0.24% | 0.33% | Q4 2021 | Q2 2022 | 3 |
WealthOne, LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q3 2022 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.02% | 0.15% | 0.31% | Q3 2020 | Q3 2022 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.08% | 0.13% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2017 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.18% | 0.35% | Q1 2022 | Q4 2022 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.09% | 0.16% | 0.21% | Q2 2020 | Q4 2020 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q4 2018 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Busey Bank | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2021 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 0.10% | 0.17% | 0.30% | Q4 2022 | Q2 2023 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Menard Financial Group LLC | 3 | 3 | 0.44% | 0.59% | 0.70% | Q1 2022 | Q3 2022 | 3 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2021 | 3 |
Precision Wealth Strategies, LLC | 3 | 3 | 2.84% | 5.24% | 8.58% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Filament LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q3 2020 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 0.19% | 0.28% | 0.33% | Q1 2022 | Q3 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.05% | 0.24% | 0.61% | Q2 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.12% | 0.18% | Q4 2017 | Q4 2018 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.88% | 0.92% | 0.96% | Q4 2022 | Q2 2023 | 3 |
HoyleCohen, LLC | 3 | 3 | 0.14% | 0.27% | 0.40% | Q4 2017 | Q2 2018 | 3 |
Hardy Reed LLC | 3 | 3 | 0.28% | 0.32% | 0.40% | Q1 2019 | Q3 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
SG Select LLC | 3 | 3 | 8.52% | 9.37% | 9.86% | Q3 2013 | Q1 2014 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.25% | 0.53% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Omega Financial Group, LLC | 3 | 3 | 0.21% | 0.38% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Keudell/Morrison Wealth Management | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
EMFO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Vista Private Wealth Partners. LLC | 2 | 1 | 0.30% | 0.34% | 0.36% | Q2 2020 | Q1 2021 | 3 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q1 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Jackson Wealth Management, LLC | 1 | 1 | 0.23% | 0.33% | 0.48% | Q4 2014 | Q1 2016 | 3 |
Lakeside Wealth Management Group, LLC | 3 | 3 | 17.66% | 18.12% | 19.05% | Q3 2016 | Q1 2017 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Wealth Advisors of Iowa, LLC | 2 | 1 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 3 |
BARR E S & CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
Capital Square, LLC | 2 | 1 | 0.28% | 0.79% | 1.60% | Q4 2019 | Q3 2020 | 3 |
Bouvel Investment Partners, LLC | 3 | 3 | 3.00% | 3.22% | 3.40% | Q3 2022 | Q1 2023 | 3 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2017 | Q3 2017 | 2 |
Activest Wealth Management | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 1.86% | 1.96% | 2.06% | Q2 2020 | Q3 2020 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 2 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.15% | 0.27% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Balentine LLC | 2 | 2 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q1 2019 | 2 |
Redwood Financial Network Corp | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2022 | Q2 2022 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2020 | Q2 2020 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.03% | 0.26% | 0.49% | Q2 2015 | Q3 2015 | 2 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Montecito Bank & Trust | 1 | 1 | 0.37% | 1.28% | 2.19% | Q2 2016 | Q4 2016 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q1 2017 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.15% | 0.30% | 0.44% | Q1 2023 | Q3 2023 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Shore Point Advisors, LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q2 2022 | Q3 2022 | 2 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.35% | 0.69% | Q4 2020 | Q1 2022 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 2.30% | 2.43% | 2.56% | Q1 2020 | Q2 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Delta Dental Plan of Michigan, Inc. | 2 | 2 | 2.14% | 2.18% | 2.22% | Q1 2018 | Q2 2018 | 2 |
CETERA INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.63% | 1.68% | 1.72% | Q1 2017 | Q2 2017 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 8.93% | 11.32% | 13.70% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q4 2015 | Q3 2019 | 2 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Capital Planning LLC | 2 | 2 | 0.30% | 1.26% | 2.22% | Q3 2021 | Q4 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
FLC Capital Advisors | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Adams Wealth Management | 2 | 2 | 0.33% | 0.37% | 0.41% | Q4 2019 | Q1 2020 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.11% | 0.16% | Q4 2020 | Q1 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 3.36% | 3.44% | 3.51% | Q3 2022 | Q4 2022 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Synergy Financial Group, LTD | 2 | 2 | 0.26% | 0.33% | 0.41% | Q4 2021 | Q1 2022 | 2 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
STEPH & CO | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.49% | 0.58% | 0.67% | Q3 2022 | Q4 2022 | 2 |
Ruggie Capital Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Coastline Trust Co | 2 | 2 | 0.07% | 0.17% | 0.28% | Q2 2014 | Q3 2014 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 2 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 6.07% | 13.79% | 21.51% | Q4 2022 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 2 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q3 2015 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
COWA, LLC | 2 | 2 | 0.23% | 1.17% | 2.11% | Q4 2020 | Q1 2021 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 2 |
PFW Advisors LLC | 2 | 2 | 1.97% | 2.61% | 3.25% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.71% | 1.03% | 1.34% | Q1 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.34% | 0.35% | 0.37% | Q4 2014 | Q1 2015 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2023 | 2 |
Auour Investments LLC | 2 | 2 | 2.00% | 2.12% | 2.24% | Q2 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.62% | 0.69% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2021 | Q4 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.01% | 0.12% | 0.22% | Q3 2018 | Q4 2018 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 1.72% | 4.59% | 7.46% | Q3 2019 | Q4 2019 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2017 | Q3 2017 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q1 2016 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q4 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.32% | 0.43% | 0.54% | Q4 2017 | Q1 2018 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 2.62% | 3.14% | 3.66% | Q2 2019 | Q3 2019 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MBL Wealth, LLC | 2 | 2 | 1.01% | 1.10% | 1.20% | Q1 2022 | Q2 2022 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CADENCE BANK NA | 2 | 2 | 1.49% | 1.57% | 1.64% | Q3 2020 | Q4 2020 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q1 2020 | Q4 2022 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q3 2017 | Q4 2017 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q1 2019 | Q1 2021 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.27% | 0.32% | 0.38% | Q4 2014 | Q4 2018 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
AIRE ADVISORS, LLC | 2 | 2 | 0.17% | 0.30% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Claro Advisors LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q1 2016 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Mason & Associates Inc | 2 | 2 | 3.44% | 3.57% | 3.71% | Q4 2021 | Q1 2022 | 2 |
Next Level Private LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.46% | 0.49% | 0.52% | Q2 2020 | Q3 2020 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q1 2022 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q3 2019 | Q4 2019 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Drexel Morgan & Co. | 2 | 2 | 2.16% | 2.38% | 2.61% | Q2 2013 | Q3 2013 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 2 | 2 | 0.18% | 0.27% | 0.35% | Q4 2022 | Q1 2023 | 2 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2022 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 0.40% | 0.79% | 1.17% | Q4 2019 | Q1 2020 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Research Affiliates, LLC | 2 | 2 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q3 2013 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.12% | 0.25% | 0.38% | Q1 2019 | Q2 2022 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 0.45% | 0.46% | 0.47% | Q4 2019 | Q1 2020 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Element Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Howard Capital Management Inc. | 1 | 1 | 0.24% | 0.28% | 0.31% | Q1 2020 | Q1 2022 | 2 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Wedgewood Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2018 | Q4 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Lokken Investment Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2018 | Q4 2018 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 3.57% | 3.57% | 3.57% | Q1 2020 | Q1 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q2 2014 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q4 2016 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2016 | Q3 2016 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2020 | Q1 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 6.06% | 6.06% | 6.06% | Q3 2019 | Q3 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Karn, Couzens & Associates, Inc. | 1 | 1 | 6.13% | 6.13% | 6.13% | Q1 2022 | Q1 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
COWEN INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MACRO Consulting Group | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2019 | Q2 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 7.46% | 7.46% | 7.46% | Q3 2019 | Q3 2019 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2021 | Q4 2021 | 1 |
Ascension Asset Management LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2020 | Q4 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2018 | Q4 2018 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hedges Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
JRM Investment Counsel, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2019 | Q4 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SEARCY FINANCIAL SERVICES INC /ADV | 1 | 1 | 20.47% | 20.47% | 20.47% | Q4 2018 | Q4 2018 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PLANNING ALTERNATIVES LTD /ADV | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2013 | Q3 2013 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
New World Advisors LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q2 2021 | Q2 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Miramar Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Quent Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Lane Generational LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
PENN MUTUAL LIFE INSURANCE CO | 1 | 1 | 20.72% | 20.72% | 20.72% | Q3 2017 | Q3 2017 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 13.81% | 13.81% | 13.81% | Q1 2017 | Q1 2017 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Bank OZK | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MAS Advisors LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2020 | Q1 2020 | 1 |
Arkfeld Wealth Strategies, L.L.C. | 1 | 1 | 4.85% | 4.85% | 4.85% | Q4 2019 | Q4 2019 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 3.44% | 3.44% | 3.44% | Q3 2022 | Q3 2022 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2022 | Q3 2022 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EMORY UNIVERSITY | 1 | 1 | 40.92% | 40.92% | 40.92% | Q3 2020 | Q3 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 3.58% | 3.58% | 3.58% | Q1 2022 | Q1 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 4.79% | 4.79% | 4.79% | Q1 2016 | Q1 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Lombard Odier & Cie (Canada), Limited Partnership | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 9.60% | 9.60% | 9.60% | Q4 2022 | Q4 2022 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q1 2022 | Q1 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BURNEY CO/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 4.32% | 4.32% | 4.32% | Q3 2022 | Q3 2022 | 1 |
Bell Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 4.21% | 4.21% | 4.21% | Q1 2018 | Q1 2018 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own PIMCO ETF TR or have owned PIMCO ETF TR in the past.