Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.06% | 0.36% | 1.01% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 22 | 7 | 0.00% | 0.45% | 1.21% | Q2 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 14 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cambridge Investment Research Advisors, Inc. | 26 | 10 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 2 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 35 |
Gilman Hill Asset Management, LLC | 22 | 11 | 0.08% | 0.21% | 0.71% | Q2 2013 | Q3 2023 | 33 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 33 | 33 | 0.06% | 0.51% | 1.48% | Q3 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
JPMORGAN CHASE & CO | 23 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
AMERIPRISE FINANCIAL INC | 26 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 30 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 30 |
Relative Value Partners Group, LLC | 23 | 6 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 28 |
US BANCORP \DE\ | 25 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.10% | 0.31% | Q4 2016 | Q3 2023 | 27 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2021 | 26 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 4 | 0.00% | 0.21% | 0.33% | Q2 2013 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.20% | 1.15% | Q1 2017 | Q3 2023 | 26 |
Capital Analysts, LLC | 20 | 6 | 0.00% | 0.18% | 2.00% | Q4 2014 | Q3 2023 | 26 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 26 |
WealthPLAN Partners, LLC | 18 | 1 | 0.00% | 0.35% | 1.08% | Q2 2015 | Q4 2023 | 26 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Ameritas Investment Partners, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Syntal Capital Partners, LLC | 8 | 5 | 0.05% | 1.00% | 3.95% | Q1 2014 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.16% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 19 | 6 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 25 |
AE Wealth Management LLC | 24 | 1 | 0.02% | 0.10% | 0.32% | Q2 2017 | Q3 2023 | 25 |
Vivaldi Capital Management LP | 24 | 24 | 0.19% | 0.84% | 1.53% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.20% | 1.04% | 2.66% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Stadion Money Management, LLC | 24 | 24 | 1.30% | 2.48% | 5.36% | Q4 2017 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 24 | 24 | 0.10% | 0.42% | 0.65% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.15% | 0.32% | 1.37% | Q4 2017 | Q3 2023 | 24 |
Advisory Alpha, LLC | 24 | 24 | 2.34% | 4.49% | 7.57% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.01% | 1.82% | 4.82% | Q4 2017 | Q3 2023 | 24 |
Asset Dedication, LLC | 24 | 24 | 0.00% | 0.41% | 1.08% | Q4 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.48% | 0.82% | 1.28% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.01% | 0.13% | 0.51% | Q4 2017 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 24 | 24 | 0.01% | 0.13% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.04% | 2.11% | 9.77% | Q4 2017 | Q3 2023 | 24 |
Savant Capital, LLC | 24 | 24 | 0.05% | 0.30% | 0.69% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 0.56% | 2.61% | 4.08% | Q4 2017 | Q4 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 24 | 24 | 0.00% | 0.88% | 2.27% | Q4 2017 | Q3 2023 | 24 |
CAPITAL WEALTH MANAGEMENT, LLC | 24 | 24 | 3.21% | 4.83% | 7.32% | Q4 2017 | Q3 2023 | 24 |
McNamara Financial Services, Inc. | 24 | 24 | 11.48% | 15.29% | 18.68% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.02% | 0.26% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 24 | 24 | 0.01% | 0.25% | 0.88% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.24% | 0.67% | 1.46% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.00% | 1.36% | 2.83% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.23% | 1.73% | 2.21% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 22 | 2 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 23 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.27% | 2.12% | 3.41% | Q4 2017 | Q3 2023 | 24 |
Financial Enhancement Group LLC | 24 | 24 | 0.02% | 0.89% | 2.36% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.80% | 2.02% | 3.12% | Q1 2018 | Q3 2023 | 23 |
E&G Advisors, LP | 23 | 23 | 0.12% | 0.24% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Capital Advisors, Ltd. LLC | 20 | 3 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q1 2022 | 23 |
One Capital Management, LLC | 15 | 8 | 0.03% | 0.31% | 0.86% | Q1 2014 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.06% | 0.40% | 3.23% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.07% | 0.16% | 0.28% | Q1 2018 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.04% | 1.04% | 1.80% | Q4 2017 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 1.42% | 2.17% | 2.55% | Q1 2018 | Q3 2023 | 23 |
Aveo Capital Partners, LLC | 11 | 1 | 0.08% | 0.24% | 1.32% | Q2 2017 | Q3 2023 | 23 |
Peterson Wealth Advisors, LLC | 23 | 23 | 0.23% | 0.37% | 0.51% | Q1 2018 | Q3 2023 | 23 |
MEITAV INVESTMENT HOUSE LTD | 23 | 23 | 0.02% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Continuum Advisory, LLC | 23 | 23 | 0.55% | 0.99% | 1.53% | Q1 2018 | Q3 2023 | 23 |
Sterneck Capital Management, LLC | 23 | 23 | 0.45% | 4.38% | 7.05% | Q1 2018 | Q3 2023 | 23 |
Windsor Capital Management, LLC | 23 | 23 | 0.75% | 1.32% | 1.65% | Q1 2018 | Q3 2023 | 23 |
NewEdge Advisors, LLC | 23 | 23 | 0.02% | 0.08% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 21 | 2 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 23 |
BESSEMER GROUP INC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
NORTHWEST WEALTH MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.43% | 0.87% | Q1 2018 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 23 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.34% | 0.55% | 1.22% | Q1 2018 | Q3 2023 | 23 |
Trilogy Capital Inc. | 23 | 23 | 0.68% | 1.77% | 2.92% | Q1 2018 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.74% | 0.95% | 1.15% | Q4 2017 | Q2 2023 | 23 |
IRON Financial LLC | 23 | 23 | 0.37% | 0.85% | 1.60% | Q1 2018 | Q3 2023 | 23 |
SigFig Wealth Management, LLC | 23 | 23 | 0.68% | 1.40% | 4.15% | Q1 2018 | Q3 2023 | 23 |
Mariner, LLC | 23 | 23 | 0.00% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 23 |
CUTLER INVESTMENT COUNSEL LLC | 23 | 23 | 0.59% | 2.47% | 3.80% | Q1 2018 | Q3 2023 | 23 |
G&S Capital LLC | 13 | 10 | 0.00% | 0.40% | 0.61% | Q4 2017 | Q3 2023 | 23 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.14% | 0.57% | Q3 2017 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
WEALTHSOURCE PARTNERS, LLC | 23 | 23 | 0.04% | 0.68% | 2.76% | Q1 2018 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 23 | 0.00% | 0.34% | 1.13% | Q1 2018 | Q3 2023 | 23 |
AllSquare Wealth Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 22 | 22 | 0.12% | 0.80% | 1.30% | Q2 2018 | Q3 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.17% | 0.71% | 0.87% | Q4 2017 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.44% | 0.96% | 1.30% | Q2 2018 | Q3 2023 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 22 | 22 | 0.08% | 0.32% | 0.49% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 16 | 6 | 0.00% | 0.57% | 0.97% | Q1 2018 | Q3 2023 | 22 |
Kohmann Bosshard Financial Services, LLC | 22 | 22 | 0.14% | 0.69% | 1.41% | Q2 2018 | Q3 2023 | 22 |
Stonehearth Capital Management, LLC | 22 | 22 | 0.23% | 0.75% | 1.36% | Q3 2018 | Q4 2023 | 22 |
Annex Advisory Services, LLC | 22 | 22 | 0.01% | 0.15% | 0.69% | Q1 2018 | Q2 2023 | 22 |
Evensky & Katz LLC | 18 | 4 | 0.00% | 0.02% | 0.16% | Q1 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.06% | 0.11% | 0.18% | Q2 2018 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 16 | 6 | 0.04% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 20 | 2 | 0.00% | 0.05% | 0.18% | Q1 2018 | Q3 2023 | 22 |
Baltimore-Washington Financial Advisors, Inc. | 22 | 22 | 0.03% | 0.24% | 0.42% | Q2 2018 | Q3 2023 | 22 |
Vantage Investment Partners, LLC | 21 | 1 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.12% | 0.60% | 1.46% | Q3 2018 | Q4 2023 | 22 |
Ironwood Wealth Management, LLC. | 22 | 22 | 0.00% | 1.06% | 2.38% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 19 | 3 | 0.04% | 0.14% | 0.31% | Q1 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 18 | 4 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 4 | 0.04% | 0.44% | 0.97% | Q4 2017 | Q3 2023 | 21 |
CX Institutional | 21 | 21 | 0.03% | 0.18% | 0.50% | Q2 2018 | Q2 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.02% | 0.23% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Tortoise Investment Management, LLC | 21 | 21 | 0.01% | 0.76% | 1.10% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21 | 21 | 0.01% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 2.06% | 3.46% | 4.84% | Q4 2018 | Q4 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.05% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.01% | 0.53% | 0.79% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.01% | 0.74% | 1.35% | Q4 2017 | Q4 2022 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 21 |
Rehmann Capital Advisory Group | 15 | 6 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 15 | 6 | 0.00% | 0.15% | 0.30% | Q4 2016 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
GREAT LAKES ADVISORS, LLC | 21 | 21 | 0.04% | 0.18% | 0.32% | Q3 2018 | Q3 2023 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 19 | 2 | 0.04% | 0.10% | 0.40% | Q2 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.02% | 0.79% | 2.06% | Q3 2018 | Q3 2023 | 21 |
BOKF, NA | 13 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 21 |
Frisch Financial Group, Inc. | 20 | 20 | 0.41% | 1.03% | 1.44% | Q4 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.09% | 0.21% | 0.37% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 1.37% | 2.93% | 4.28% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 1.11% | 2.87% | 4.86% | Q4 2018 | Q3 2023 | 20 |
Allen Capital Group, LLC | 17 | 3 | 0.08% | 1.41% | 1.91% | Q3 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 20 | 20 | 0.32% | 0.43% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.62% | 2.01% | 3.32% | Q4 2018 | Q3 2023 | 20 |
OARSMAN CAPITAL, INC. | 20 | 20 | 0.58% | 1.07% | 1.95% | Q4 2017 | Q3 2022 | 20 |
INTRUST BANK NA | 20 | 20 | 0.11% | 0.25% | 0.36% | Q4 2018 | Q3 2023 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 2.80% | 4.63% | 8.48% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.10% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Broadview Financial Management, LLC | 20 | 20 | 0.57% | 0.70% | 0.88% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 20 | 20 | 0.11% | 0.16% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.09% | 0.30% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.35% | 3.30% | 6.38% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.19% | 0.35% | 0.50% | Q4 2018 | Q3 2023 | 20 |
PrairieView Partners, LLC | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 1.06% | 2.72% | Q4 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.24% | 0.49% | 1.10% | Q4 2018 | Q3 2023 | 20 |
Canal Capital Management, LLC | 19 | 1 | 0.05% | 0.64% | 1.37% | Q1 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.01% | 0.51% | 2.05% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 1.05% | 1.55% | 2.24% | Q4 2018 | Q3 2023 | 20 |
WESCAP Management Group, Inc. | 20 | 20 | 0.74% | 1.09% | 1.38% | Q4 2018 | Q3 2023 | 20 |
Fort Point Capital Partners LLC | 20 | 20 | 0.04% | 0.15% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Atlantic Union Bankshares Corp | 17 | 3 | 0.03% | 0.16% | 0.42% | Q3 2018 | Q3 2023 | 20 |
GRIMES & COMPANY, INC. | 20 | 20 | 0.06% | 0.94% | 2.55% | Q4 2018 | Q3 2023 | 20 |
New England Investment & Retirement Group, Inc. | 20 | 20 | 0.09% | 0.27% | 0.48% | Q4 2016 | Q3 2021 | 20 |
Advisory Resource Group | 11 | 8 | 0.16% | 0.64% | 1.25% | Q4 2018 | Q3 2023 | 19 |
MBM Wealth Consultants, LLC | 18 | 1 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.06% | 0.12% | 0.38% | Q4 2018 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.05% | 0.81% | 3.51% | Q1 2019 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 15 | 1 | 0.10% | 0.32% | 0.61% | Q1 2013 | Q3 2023 | 19 |
CAPITAL ADVISORS INC/OK | 18 | 1 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 19 |
Valtinson Bruner Financial Planning LLC | 14 | 5 | 0.34% | 1.88% | 3.70% | Q4 2018 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 19 | 19 | 0.01% | 0.29% | 0.79% | Q4 2017 | Q2 2022 | 19 |
Barber Financial Group, Inc. | 19 | 19 | 0.13% | 0.89% | 1.36% | Q1 2018 | Q3 2022 | 19 |
PFS INVESTMENTS INC. | 15 | 2 | 0.01% | 1.34% | 2.90% | Q1 2018 | Q2 2023 | 19 |
ATLAS CAPITAL ADVISORS LLC | 19 | 19 | 0.01% | 1.64% | 2.88% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
BlackRock Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.73% | 2.47% | 3.48% | Q1 2019 | Q3 2023 | 19 |
Formidable Asset Management, LLC | 14 | 5 | 0.06% | 0.44% | 1.90% | Q2 2018 | Q3 2023 | 19 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2022 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.07% | 1.01% | 1.40% | Q3 2018 | Q4 2022 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.29% | 0.63% | 0.83% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q4 2022 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Sigma Planning Corp | 14 | 4 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.28% | 0.44% | 0.65% | Q2 2019 | Q3 2023 | 18 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 2 | 0.09% | 1.08% | 2.50% | Q1 2018 | Q3 2023 | 18 |
SlateStone Wealth, LLC | 18 | 18 | 0.09% | 0.20% | 0.34% | Q4 2018 | Q1 2023 | 18 |
Bristlecone Advisors, LLC | 18 | 18 | 0.06% | 0.18% | 0.26% | Q2 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.02% | 0.13% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 18 |
Boltwood Capital Management | 18 | 18 | 0.29% | 0.97% | 1.37% | Q3 2019 | Q4 2023 | 18 |
CreativeOne Wealth, LLC | 18 | 18 | 0.05% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Perigon Wealth Management, LLC | 17 | 1 | 0.04% | 0.12% | 0.30% | Q3 2011 | Q3 2023 | 18 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.44% | 0.56% | 0.98% | Q3 2019 | Q3 2023 | 17 |
Financial Planning & Information Services, Inc. | 17 | 17 | 0.10% | 0.24% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Horizon Investments, LLC | 7 | 2 | 1.02% | 3.68% | 7.20% | Q1 2018 | Q3 2023 | 17 |
VCU Investment Management Co | 17 | 17 | 1.76% | 2.49% | 6.27% | Q1 2018 | Q1 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
FORVIS Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.12% | 0.23% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 17 |
Bay Harbor Wealth Management, LLC | 17 | 17 | 0.02% | 0.33% | 1.35% | Q4 2018 | Q4 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.20% | 0.33% | 0.52% | Q4 2019 | Q4 2023 | 17 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 17 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.04% | 0.30% | Q1 2018 | Q3 2023 | 17 |
Hanlon Investment Management, Inc. | 15 | 2 | 0.02% | 0.29% | 1.66% | Q1 2019 | Q2 2023 | 17 |
Ausdal Financial Partners, Inc. | 17 | 17 | 0.48% | 1.00% | 1.54% | Q4 2017 | Q4 2021 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 17 |
TRUEFG, LLC | 16 | 16 | 3.34% | 3.53% | 3.68% | Q4 2019 | Q3 2023 | 16 |
JT Stratford LLC | 13 | 3 | 0.28% | 0.66% | 1.08% | Q1 2018 | Q2 2022 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 2.02% | 2.54% | 2.81% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.01% | 0.14% | 0.33% | Q4 2019 | Q3 2023 | 16 |
55I, LLC | 16 | 16 | 0.08% | 0.28% | 0.61% | Q4 2018 | Q3 2022 | 16 |
GeoWealth Management, LLC | 15 | 1 | 0.05% | 0.58% | 1.94% | Q3 2019 | Q3 2023 | 16 |
Redwood Investment Management, LLC | 14 | 2 | 0.14% | 1.29% | 3.39% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.02% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.04% | 0.24% | 0.69% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.64% | 7.45% | 9.65% | Q4 2019 | Q3 2023 | 16 |
Atria Investments, Inc | 13 | 1 | 0.01% | 0.06% | 0.18% | Q3 2017 | Q1 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.36% | 1.31% | 1.94% | Q4 2017 | Q3 2021 | 16 |
Wealthcare Advisory Partners LLC | 15 | 1 | 0.00% | 0.19% | 0.36% | Q2 2017 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.01% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.22% | 0.41% | 1.05% | Q4 2019 | Q3 2023 | 16 |
TFG Advisers LLC | 16 | 16 | 0.14% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 0.37% | 3.08% | 8.19% | Q4 2019 | Q3 2023 | 16 |
Balentine LLC | 16 | 16 | 0.07% | 0.43% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.34% | 0.49% | 0.84% | Q2 2019 | Q3 2023 | 16 |
CABOT WEALTH MANAGEMENT INC | 15 | 1 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.07% | 0.17% | 0.34% | Q3 2019 | Q2 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 1.31% | 2.28% | 2.78% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 5.86% | 6.37% | 6.69% | Q4 2019 | Q3 2023 | 16 |
Gainplan LLC | 16 | 16 | 0.21% | 0.97% | 3.34% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.01% | 1.22% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Financial Engines Advisors L.L.C. | 16 | 16 | 0.02% | 0.70% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.25% | 1.03% | Q2 2019 | Q1 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.67% | 0.82% | 1.12% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.47% | 0.67% | 0.84% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 15 | 15 | 0.31% | 0.66% | 0.97% | Q1 2020 | Q3 2023 | 15 |
TFO Wealth Partners, LLC | 12 | 3 | 0.00% | 0.11% | 1.59% | Q4 2019 | Q3 2023 | 15 |
VICUS CAPITAL | 10 | 1 | 0.02% | 0.10% | 0.49% | Q2 2019 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 1.18% | 1.98% | 2.71% | Q1 2020 | Q3 2023 | 15 |
FORBES J M & CO LLP | 6 | 4 | 1.14% | 1.71% | 2.37% | Q4 2018 | Q3 2023 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.00% | 0.08% | 0.18% | Q2 2018 | Q4 2021 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 15 |
Lehman & Derafelo Financial Resources LLC | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q4 2022 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.45% | 0.74% | Q3 2019 | Q1 2023 | 15 |
McAdam, LLC | 15 | 15 | 0.12% | 0.25% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.03% | 0.38% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 11 | 1 | 0.00% | 0.29% | 0.41% | Q2 2018 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.31% | 0.90% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 1 | 0.05% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 15 |
Financial Advocates Investment Management | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Lantz Financial LLC | 13 | 2 | 0.10% | 0.29% | 0.60% | Q2 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
3D ASSET MANAGEMENT, INC | 11 | 4 | 0.05% | 0.13% | 0.19% | Q3 2016 | Q3 2020 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.02% | 0.09% | 0.33% | Q3 2019 | Q2 2023 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 1.58% | 2.13% | 3.53% | Q1 2020 | Q3 2023 | 15 |
Valmark Advisers, Inc. | 15 | 15 | 0.08% | 0.23% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 11 | 4 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.10% | 0.30% | Q1 2017 | Q3 2020 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.05% | 0.24% | Q2 2016 | Q4 2019 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 1.12% | 1.52% | 2.54% | Q1 2020 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.51% | 0.75% | 0.94% | Q4 2019 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.13% | 0.70% | 2.29% | Q4 2017 | Q2 2021 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 11 | 4 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.32% | 0.51% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.32% | 1.23% | 2.11% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 2.10% | 2.26% | 2.45% | Q4 2019 | Q3 2023 | 15 |
MA Private Wealth | 15 | 15 | 0.32% | 1.22% | 3.00% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Single Point Partners, LLC | 15 | 15 | 0.40% | 1.15% | 5.58% | Q1 2020 | Q3 2023 | 15 |
Betterment LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ICONIQ Capital, LLC | 8 | 7 | 0.18% | 0.70% | 1.99% | Q3 2019 | Q3 2023 | 15 |
Merriman Wealth Management, LLC | 15 | 15 | 0.15% | 0.76% | 1.49% | Q1 2020 | Q3 2023 | 15 |
Good Life Advisors, LLC | 14 | 14 | 0.38% | 0.48% | 0.60% | Q2 2020 | Q3 2023 | 14 |
COMERICA BANK | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 14 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14 | 14 | 1.24% | 2.68% | 3.81% | Q2 2020 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 7 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q4 2021 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.09% | 0.27% | 0.72% | Q4 2018 | Q1 2022 | 14 |
Vision Capital Management, Inc. | 14 | 14 | 0.59% | 0.77% | 1.15% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.90% | 1.05% | 1.17% | Q1 2020 | Q2 2023 | 14 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.38% | 1.98% | Q4 2019 | Q3 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Coastline Trust Co | 14 | 14 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2022 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Redmond Asset Management, LLC | 13 | 1 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 13 | 1 | 0.03% | 0.39% | 0.76% | Q3 2018 | Q1 2022 | 14 |
Cooper Financial Group | 14 | 14 | 0.06% | 0.67% | 3.18% | Q4 2018 | Q1 2022 | 14 |
DOHJ, LLC | 14 | 14 | 1.45% | 2.35% | 3.25% | Q2 2020 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
NBT BANK N A /NY | 10 | 4 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.27% | 1.08% | Q2 2016 | Q1 2022 | 14 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 2.24% | 2.83% | 4.28% | Q4 2019 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.27% | 0.99% | 1.83% | Q1 2017 | Q2 2020 | 14 |
Astoria Strategic Wealth, Inc. | 9 | 1 | 0.08% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 13 | 1 | 0.01% | 0.19% | 1.27% | Q4 2019 | Q2 2023 | 14 |
M Holdings Securities, Inc. | 9 | 5 | 0.06% | 0.20% | 0.46% | Q2 2019 | Q1 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q2 2023 | 14 |
Marquette Asset Management, LLC | 13 | 13 | 0.02% | 1.53% | 1.94% | Q3 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.07% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Citadel Advisors | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2023 | 13 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 13 | 13 | 4.04% | 4.94% | 6.76% | Q1 2020 | Q1 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.31% | 0.58% | 1.38% | Q3 2020 | Q3 2023 | 13 |
HORIZON FINANCIAL SERVICES, LLC | 13 | 13 | 0.00% | 2.06% | 3.44% | Q3 2020 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.06% | 0.49% | 0.62% | Q4 2018 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.78% | 1.37% | 2.37% | Q4 2020 | Q4 2023 | 13 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 6 | 0.24% | 1.72% | 3.17% | Q2 2020 | Q3 2023 | 13 |
Retirement Group, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.11% | 0.31% | 0.44% | Q3 2020 | Q3 2023 | 13 |
ProVise Management Group, LLC | 13 | 13 | 0.03% | 0.22% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Strategic Financial Planning, Inc. | 12 | 1 | 0.18% | 0.79% | 5.23% | Q4 2019 | Q3 2023 | 13 |
Faithward Advisors, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q4 2022 | 13 |
Barrett Asset Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
TIAA, FSB | 13 | 13 | 0.24% | 0.36% | 0.54% | Q2 2020 | Q2 2023 | 13 |
Eudaimonia Partners, LLC | 7 | 2 | 0.04% | 0.12% | 0.24% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
WealthShield Partners, LLC | 6 | 1 | 0.00% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Fernwood Investment Management, LLC | 13 | 13 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q2 2022 | 13 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
IFG Advisory, LLC | 8 | 1 | 0.03% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.60% | 0.75% | 0.88% | Q2 2020 | Q1 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.02% | 0.22% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q1 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.55% | 1.13% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.14% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.64% | 0.84% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q3 2021 | 12 |
RVW Wealth, LLC | 12 | 12 | 0.09% | 0.90% | 1.92% | Q1 2021 | Q4 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.36% | 0.72% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 12 | 12 | 0.80% | 1.66% | 2.94% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.36% | 0.52% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 6.31% | 8.22% | 9.68% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.25% | 1.10% | 2.50% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.87% | 1.04% | 1.31% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q1 2022 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.63% | 0.75% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.26% | 2.37% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 2.22% | 2.74% | 3.39% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.31% | 0.50% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Columbus Macro, LLC | 12 | 12 | 0.86% | 1.34% | 1.82% | Q3 2019 | Q2 2022 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 2.01% | 2.57% | 3.42% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 2.96% | 4.87% | 7.11% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.12% | 2.21% | 7.74% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.07% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Tempus Wealth Planning, LLC | 11 | 1 | 0.43% | 1.25% | 3.22% | Q4 2019 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.35% | 1.85% | Q1 2015 | Q3 2021 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.55% | 1.38% | 1.70% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
NATIXIS | 9 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 12 |
Pinnacle Bancorp, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.12% | 0.35% | 1.14% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.85% | 1.67% | 2.31% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Paradigm Financial Partners, LLC | 6 | 2 | 0.05% | 0.10% | 0.13% | Q1 2019 | Q2 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.08% | 2.45% | 4.28% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 2.28% | 3.37% | 4.22% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.26% | 0.40% | Q2 2019 | Q4 2021 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.02% | 0.11% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 11 |
Ellevest, Inc. | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Trinity Wealth Management, LLC | 11 | 11 | 0.24% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 8 | 3 | 0.03% | 0.49% | 1.13% | Q4 2016 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.14% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 11 |
EQ LLC | 11 | 11 | 0.24% | 0.29% | 0.38% | Q4 2020 | Q2 2023 | 11 |
Laurel Wealth Advisors, Inc. | 7 | 2 | 0.04% | 0.74% | 1.49% | Q4 2019 | Q4 2022 | 11 |
MBA Advisors LLC | 11 | 11 | 1.14% | 1.73% | 2.21% | Q1 2021 | Q3 2023 | 11 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.30% | 0.56% | 0.97% | Q4 2018 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.18% | 0.28% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Weitzel Financial Services, Inc. | 11 | 11 | 0.13% | 1.49% | 2.29% | Q4 2020 | Q2 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 10 | 1 | 0.26% | 0.51% | 0.93% | Q3 2017 | Q3 2023 | 11 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.07% | 0.19% | 0.51% | Q1 2018 | Q3 2020 | 11 |
Ironwood Financial, llc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Affiance Financial, LLC | 8 | 3 | 0.03% | 0.51% | 2.63% | Q4 2018 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 3.50% | 4.23% | 4.91% | Q1 2021 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 4 | 3 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.01% | 0.57% | 0.94% | Q1 2021 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.22% | 0.33% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.11% | 0.28% | 0.56% | Q4 2019 | Q2 2022 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.02% | 0.08% | 0.13% | Q1 2020 | Q3 2022 | 11 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.03% | 0.35% | 0.90% | Q4 2017 | Q1 2020 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.04% | 0.32% | Q4 2018 | Q2 2022 | 10 |
American Money Management, LLC | 5 | 1 | 0.06% | 0.39% | 0.76% | Q3 2018 | Q4 2022 | 10 |
IAG Wealth Partners, LLC | 9 | 1 | 0.01% | 0.19% | 0.25% | Q1 2020 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.18% | 0.25% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.10% | 0.69% | Q4 2020 | Q3 2023 | 10 |
NewFocus Financial Group, LLC | 10 | 10 | 0.21% | 0.86% | 1.44% | Q3 2018 | Q4 2020 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.27% | 0.41% | 0.57% | Q1 2018 | Q2 2020 | 10 |
Tranquilli Financial Advisor LLC | 7 | 3 | 0.72% | 1.73% | 3.86% | Q4 2020 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Fragasso Group Inc. | 9 | 1 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q4 2023 | 10 |
Pinnacle Family Advisors, LLC | 6 | 4 | 0.10% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 10 |
Capital Advisory Group Advisory Services, LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.10% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 1.30% | 1.44% | 1.66% | Q2 2021 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.00% | 0.69% | 1.54% | Q2 2021 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.03% | 0.15% | 0.45% | Q2 2021 | Q4 2023 | 10 |
StoneX Group Inc. | 7 | 3 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 10 |
Future Financial Wealth Managment LLC | 10 | 10 | 1.13% | 1.67% | 2.20% | Q4 2020 | Q1 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.18% | 0.44% | 0.81% | Q4 2020 | Q3 2023 | 10 |
Starfire Investment Advisers, Inc. | 10 | 10 | 0.44% | 0.74% | 1.03% | Q1 2018 | Q2 2020 | 10 |
Atlas Private Wealth Advisors | 6 | 4 | 0.28% | 2.27% | 3.82% | Q1 2021 | Q3 2023 | 10 |
LEGG MASON, INC. | 10 | 10 | 0.03% | 3.47% | 8.09% | Q1 2018 | Q2 2020 | 10 |
Redhawk Wealth Advisors, Inc. | 6 | 4 | 0.34% | 0.91% | 2.36% | Q3 2018 | Q2 2022 | 10 |
FRONTIER INVESTMENT MGMT CO | 10 | 10 | 0.10% | 0.15% | 0.19% | Q1 2018 | Q2 2020 | 10 |
NOTTINGHAM ADVISORS, INC. | 4 | 3 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 10 |
New Harbor Financial Group, LLC | 10 | 10 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 10 |
Bridgeworth, LLC | 8 | 1 | 0.14% | 0.25% | 0.38% | Q1 2020 | Q3 2023 | 9 |
Pinnacle Advisory Group, Inc. | 9 | 9 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q1 2021 | 9 |
Psagot Value Holdings Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.05% | 0.24% | Q4 2019 | Q4 2021 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 0.28% | 1.24% | 2.97% | Q1 2018 | Q1 2020 | 9 |
Paulson Wealth Management Inc. | 8 | 1 | 0.00% | 0.21% | 0.30% | Q4 2017 | Q3 2020 | 9 |
TRH Financial, LLC | 8 | 1 | 0.09% | 0.56% | 1.03% | Q4 2019 | Q1 2022 | 9 |
Astor Investment Management LLC | 4 | 2 | 2.48% | 3.09% | 4.28% | Q4 2017 | Q2 2021 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 3 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q2 2022 | 9 |
Wolff Financial Management LLC | 9 | 9 | 0.16% | 0.66% | 2.51% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 8 | 1 | 0.08% | 0.24% | 0.34% | Q2 2018 | Q4 2020 | 9 |
Lindbrook Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 9 |
BALASA DINVERNO & FOLTZ LLC | 6 | 3 | 0.02% | 0.10% | 0.54% | Q3 2019 | Q3 2022 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.08% | 0.12% | 0.24% | Q1 2020 | Q1 2022 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Sandy Spring Bank | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.08% | 0.45% | Q4 2018 | Q3 2021 | 9 |
Jacobi Capital Management LLC | 7 | 2 | 0.00% | 0.56% | 1.12% | Q1 2020 | Q2 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 5 | 4 | 0.03% | 0.72% | 2.01% | Q3 2020 | Q2 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Essex Private Wealth Management, LLC | 9 | 9 | 0.32% | 0.36% | 0.38% | Q4 2019 | Q4 2021 | 9 |
Leicht Financial Planning & Wealth Management, Inc. | 9 | 9 | 2.32% | 2.47% | 2.57% | Q3 2021 | Q3 2023 | 9 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 7 | 2 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 9 |
BT Wealth Management LLC | 5 | 4 | 0.08% | 0.46% | 0.89% | Q4 2018 | Q2 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q4 2022 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 2 | 0.02% | 0.11% | 0.29% | Q1 2019 | Q2 2021 | 9 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.05% | 0.10% | 0.40% | Q4 2019 | Q3 2023 | 9 |
ST GERMAIN D J CO INC | 6 | 3 | 0.01% | 1.21% | 1.73% | Q3 2021 | Q4 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.03% | 0.14% | 0.51% | Q2 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Advisor OS, LLC | 5 | 1 | 0.10% | 0.19% | 0.39% | Q2 2020 | Q3 2023 | 9 |
Detalus Advisors, LLC | 9 | 9 | 0.14% | 2.01% | 3.68% | Q2 2021 | Q2 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.01% | 0.19% | 0.62% | Q4 2021 | Q3 2023 | 8 |
BEACON FINANCIAL GROUP | 8 | 8 | 0.04% | 0.91% | 2.76% | Q3 2013 | Q2 2015 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.15% | 0.44% | Q4 2021 | Q3 2023 | 8 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 4 | 2 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q4 2021 | 8 |
Rinkey Investments | 8 | 8 | 3.21% | 3.53% | 4.05% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 6 | 1 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q1 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.08% | 0.54% | 0.92% | Q4 2021 | Q3 2023 | 8 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 8 | 8 | 0.11% | 0.13% | 0.20% | Q4 2014 | Q3 2016 | 8 |
Ballast, Inc. | 8 | 8 | 0.16% | 0.67% | 0.81% | Q4 2018 | Q3 2020 | 8 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.14% | 0.68% | 1.44% | Q2 2015 | Q4 2017 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.42% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 7 | 1 | 0.48% | 1.41% | 2.81% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.21% | 1.78% | 2.23% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SENTINEL PENSION ADVISORS INC | 5 | 1 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.98% | 1.08% | 1.22% | Q4 2021 | Q3 2023 | 8 |
NorthRock Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Legacy Private Trust Co. | 8 | 8 | 0.02% | 0.17% | 0.27% | Q2 2020 | Q1 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Prostatis Group LLC | 7 | 1 | 0.02% | 0.36% | 0.75% | Q2 2020 | Q2 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.21% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.25% | 0.32% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 8 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 1.35% | 1.77% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.11% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 8 | 0.21% | 0.50% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LFA - Lugano Financial Advisors SA | 8 | 8 | 0.06% | 0.11% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Brooklyn FI, LLC | 8 | 8 | 1.13% | 3.55% | 5.96% | Q4 2021 | Q3 2023 | 8 |
Quantitative Advantage, LLC | 5 | 1 | 0.66% | 1.03% | 2.66% | Q1 2018 | Q1 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.69% | 2.60% | 3.74% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.59% | 0.74% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Turim 21 Investimentos Ltda. | 7 | 1 | 0.02% | 0.08% | 0.36% | Q4 2020 | Q4 2022 | 8 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.86% | 1.32% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.26% | 0.42% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT INCOME SOLUTIONS, INC | 8 | 8 | 0.11% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.16% | 0.19% | 0.25% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q3 2020 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.27% | 0.35% | 0.43% | Q4 2020 | Q3 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.17% | 0.60% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.13% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.13% | 0.29% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.66% | 0.78% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Burt Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.40% | 0.82% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 1.00% | 1.30% | 1.64% | Q1 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 1.03% | 1.09% | 1.14% | Q4 2021 | Q3 2023 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Capital Planning Advisors, LLC | 7 | 7 | 0.10% | 0.39% | 1.06% | Q3 2019 | Q1 2021 | 7 |
Bensler, LLC | 7 | 7 | 0.21% | 0.37% | 0.49% | Q1 2022 | Q3 2023 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 3 | 0.00% | 0.17% | 0.54% | Q1 2018 | Q1 2020 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 0.11% | 0.15% | 0.22% | Q1 2018 | Q3 2019 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.19% | 0.51% | 0.74% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Salomon & Ludwin, LLC | 4 | 3 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 7 |
SPC Financial, Inc. | 4 | 3 | 0.22% | 0.26% | 0.41% | Q3 2020 | Q3 2023 | 7 |
CWH Capital Management, Inc. | 7 | 7 | 0.14% | 1.32% | 4.20% | Q2 2019 | Q4 2020 | 7 |
TAP Consulting, LLC | 7 | 7 | 0.08% | 0.26% | 0.39% | Q3 2020 | Q1 2022 | 7 |
Ruggie Capital Group | 6 | 1 | 0.01% | 1.24% | 2.23% | Q4 2017 | Q3 2019 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.00% | 0.10% | 0.32% | Q1 2022 | Q3 2023 | 7 |
TECTONIC ADVISORS LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 6 | 1 | 0.19% | 0.95% | 2.38% | Q2 2021 | Q3 2023 | 7 |
AWM CAPITAL, LLC | 7 | 7 | 0.06% | 0.18% | 0.40% | Q3 2021 | Q1 2023 | 7 |
Accel Wealth Management | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.64% | 0.78% | 0.91% | Q1 2022 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
TCWP LLC | 7 | 7 | 0.05% | 0.13% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Activest Wealth Management | 7 | 7 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 7 |
MBE Wealth Management, LLC | 7 | 7 | 0.11% | 0.46% | 0.62% | Q4 2019 | Q2 2021 | 7 |
COWA, LLC | 6 | 1 | 0.05% | 0.15% | 0.21% | Q4 2020 | Q3 2022 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.64% | 0.98% | 1.45% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.16% | 0.22% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.23% | 0.32% | 0.38% | Q2 2020 | Q4 2021 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 3 | 0.02% | 0.09% | 0.27% | Q3 2020 | Q3 2022 | 7 |
Altavista Wealth Management, Inc. | 6 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2021 | 7 |
TCG Advisors, LP | 7 | 7 | 0.21% | 0.60% | 1.39% | Q4 2018 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.12% | 1.69% | 2.52% | Q2 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 1.73% | 2.21% | 2.44% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 1 | 0.00% | 0.32% | 0.91% | Q4 2015 | Q4 2018 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.10% | 3.68% | 6.31% | Q4 2018 | Q1 2020 | 6 |
True North Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 4.98% | 6.04% | 6.95% | Q2 2021 | Q4 2022 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Financial Partners Group, Inc | 4 | 2 | 0.09% | 0.21% | 0.44% | Q4 2021 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.18% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.19% | 0.27% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Sunburst Financial Group, LLC | 6 | 6 | 0.24% | 0.35% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 6 |
AIRE ADVISORS, LLC | 6 | 6 | 0.11% | 0.26% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.88% | 1.02% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 1.16% | 1.51% | 1.74% | Q2 2022 | Q3 2023 | 6 |
TCF National Bank | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 6 |
Platte River Wealth Advisors, LLC | 6 | 6 | 2.32% | 3.70% | 4.38% | Q2 2020 | Q3 2021 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 6 |
Lloyd Advisory Services, LLC. | 4 | 2 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q2 2021 | 6 |
Secure Asset Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.19% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
LVZ, Inc. | 6 | 6 | 0.20% | 0.22% | 0.24% | Q1 2018 | Q2 2019 | 6 |
Koss-Olinger Consulting, LLC | 4 | 2 | 0.08% | 3.01% | 8.30% | Q1 2021 | Q4 2022 | 6 |
Manhattan West Asset Management, LLC | 6 | 6 | 0.29% | 0.36% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Investments & Financial Planning, LLC | 3 | 3 | 0.18% | 0.23% | 0.28% | Q4 2021 | Q2 2023 | 6 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Elwood & Goetz Wealth Advisory Group, LLC | 6 | 6 | 0.25% | 0.41% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q3 2017 | Q1 2022 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q1 2019 | Q1 2022 | 6 |
Fiduciary Planning LLC | 6 | 6 | 1.91% | 2.87% | 3.98% | Q2 2021 | Q3 2022 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
American Trust | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.24% | 0.28% | 0.31% | Q3 2018 | Q4 2019 | 6 |
PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.37% | 1.20% | Q1 2019 | Q2 2021 | 6 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Retirement Planning Group, LLC | 5 | 1 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q4 2014 | 6 |
Prentice Wealth Management LLC | 6 | 6 | 0.11% | 0.14% | 0.22% | Q1 2021 | Q2 2022 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2019 | 6 |
Price Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
CATALYST PRIVATE WEALTH, LLC | 2 | 1 | 0.11% | 0.15% | 0.27% | Q3 2020 | Q4 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 6.45% | 14.20% | 18.35% | Q4 2020 | Q3 2023 | 5 |
RDA Financial Network | 5 | 5 | 0.12% | 0.25% | 0.34% | Q1 2019 | Q1 2020 | 5 |
Wealth & Pension Services Group, Inc. | 4 | 1 | 0.58% | 1.10% | 1.27% | Q2 2018 | Q3 2019 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Prism Advisors, Inc. | 5 | 5 | 0.30% | 0.42% | 0.67% | Q4 2018 | Q4 2019 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Hayden Royal, LLC | 2 | 1 | 0.51% | 0.65% | 0.84% | Q4 2019 | Q2 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
David Kennon Inc | 5 | 5 | 2.40% | 2.67% | 3.06% | Q3 2022 | Q3 2023 | 5 |
Narus Financial Partners, LLC | 3 | 2 | 0.11% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 5 |
B & T Capital Management DBA Alpha Capital Management | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Austin Private Wealth, LLC | 4 | 1 | 0.12% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 5 |
Vickerman Investment Advisors, Inc. | 5 | 5 | 0.40% | 0.59% | 0.77% | Q3 2021 | Q3 2022 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Laidlaw Wealth Management LLC | 5 | 5 | 0.09% | 0.14% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
NSI Retail Advisors, LLC | 3 | 2 | 0.24% | 0.34% | 0.55% | Q2 2021 | Q2 2023 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.06% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.00% | 0.20% | 0.37% | Q4 2017 | Q1 2020 | 5 |
CSM Advisors, LLC | 3 | 2 | 0.10% | 0.15% | 0.26% | Q2 2021 | Q2 2023 | 5 |
Landmark Wealth Management, LLC | 3 | 2 | 0.12% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.20% | 0.22% | 0.26% | Q4 2018 | Q4 2019 | 5 |
Family Management Corp | 5 | 5 | 0.06% | 0.11% | 0.25% | Q4 2018 | Q4 2019 | 5 |
TKG Advisors, LLC | 3 | 2 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.04% | 0.14% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Wealth Alliance Advisory Group, LLC | 5 | 5 | 1.85% | 2.21% | 2.36% | Q3 2022 | Q3 2023 | 5 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.18% | 0.64% | Q1 2010 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LOWE BROCKENBROUGH & CO INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
EUDAIMONIA ADVISORS LLC | 3 | 2 | 0.31% | 0.43% | 0.80% | Q4 2021 | Q3 2023 | 5 |
Personal Wealth Partners | 5 | 5 | 1.12% | 2.02% | 2.58% | Q1 2021 | Q1 2022 | 5 |
Upper Left Wealth Management, LLC | 4 | 1 | 0.66% | 0.78% | 0.90% | Q4 2021 | Q3 2023 | 5 |
Financial Insights, Inc. | 4 | 1 | 1.40% | 2.09% | 2.97% | Q2 2022 | Q3 2023 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q1 2018 | 5 |
Provident Wealth Management, LLC | 5 | 5 | 1.53% | 2.21% | 3.28% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.60% | 0.64% | 0.67% | Q3 2021 | Q3 2022 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.06% | 0.11% | 0.25% | Q3 2022 | Q3 2023 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.25% | 0.32% | 0.34% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q4 2022 | 5 |
COZAD ASSET MANAGEMENT INC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
HARBOR ADVISORY CORP /MA/ | 5 | 5 | 0.28% | 1.14% | 1.68% | Q3 2022 | Q3 2023 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Simplicity Wealth,LLC | 4 | 1 | 0.13% | 1.65% | 2.66% | Q4 2021 | Q2 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Tri-Star Advisors Inc. | 2 | 1 | 0.11% | 0.15% | 0.18% | Q1 2021 | Q4 2022 | 5 |
Meristem Family Wealth, LLC | 4 | 1 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q2 2020 | 5 |
Claro Advisors LLC | 4 | 1 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Center For Asset Management LLC | 4 | 1 | 0.20% | 0.42% | 0.54% | Q4 2020 | Q1 2022 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
HILLTOP WEALTH ADVISORS, LLC | 5 | 5 | 0.59% | 0.68% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Wealthquest Corp | 5 | 5 | 0.46% | 0.67% | 0.88% | Q4 2018 | Q4 2019 | 5 |
XPONANCE, INC. | 5 | 5 | 0.08% | 3.25% | 8.91% | Q4 2019 | Q4 2020 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
Towerpoint Wealth, LLC | 4 | 1 | 0.00% | 0.25% | 0.33% | Q3 2019 | Q3 2023 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.20% | 2.43% | 5.45% | Q4 2020 | Q4 2021 | 5 |
Stone House Investment Management, LLC | 5 | 5 | 0.21% | 0.30% | 0.40% | Q3 2018 | Q3 2019 | 5 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.01% | 0.34% | 0.61% | Q4 2020 | Q3 2023 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.00% | 0.24% | 0.33% | Q1 2018 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2017 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Stearns Financial Services Group | 3 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 1.43% | 1.47% | 1.53% | Q1 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
FirstPurpose Wealth LLC | 5 | 5 | 0.17% | 0.23% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Meeder Advisory Services, Inc. | 4 | 4 | 1.69% | 1.75% | 1.82% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.09% | 0.25% | 0.42% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 3.36% | 3.47% | 3.59% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.55% | 1.67% | 2.95% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.85% | 1.17% | 1.47% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.37% | 2.02% | 3.72% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.08% | 0.59% | 1.07% | Q1 2022 | Q4 2022 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 0.58% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 4 | 4 | 0.11% | 0.17% | 0.22% | Q1 2022 | Q4 2022 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.79% | 0.85% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.42% | 0.69% | 1.44% | Q4 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.27% | 0.58% | Q4 2020 | Q4 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 4 |
CERTUITY, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Clarius Group, LLC | 4 | 4 | 0.07% | 0.32% | 0.96% | Q4 2021 | Q3 2022 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
SageGuard Financial Group, LLC | 4 | 4 | 0.25% | 1.69% | 5.98% | Q4 2020 | Q3 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.37% | 0.56% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q2 2021 | Q3 2022 | 4 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 1.47% | 1.57% | 1.64% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Watson Rebecca | 4 | 4 | 0.16% | 0.26% | 0.52% | Q4 2019 | Q3 2020 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rede Wealth, LLC | 4 | 4 | 0.20% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 4 |
Triton Wealth Management, PLLC | 4 | 4 | 0.23% | 0.29% | 0.38% | Q1 2020 | Q4 2020 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.15% | 0.31% | 0.72% | Q2 2021 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.11% | 0.17% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Money Design Co.,Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.04% | 0.11% | 0.22% | Q4 2022 | Q3 2023 | 4 |
O'Brien Wealth Partners LLC | 3 | 1 | 0.01% | 0.06% | 0.19% | Q1 2018 | Q3 2022 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.67% | 0.82% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.06% | 0.26% | 0.62% | Q4 2021 | Q4 2022 | 4 |
Global Wealth Management Investment Advisory, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Optas, LLC | 4 | 4 | 0.09% | 0.85% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 2 | 1 | 0.08% | 0.11% | 0.15% | Q1 2018 | Q4 2019 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.16% | 0.50% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.27% | 0.62% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.35% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Topel & Distasi Wealth Management, LLC | 4 | 4 | 0.74% | 0.76% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.81% | 0.88% | 0.93% | Q4 2021 | Q3 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.30% | 1.42% | 1.53% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.02% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Smart Money Group LLC | 4 | 4 | 0.56% | 0.88% | 1.04% | Q1 2019 | Q4 2019 | 4 |
CORRADO ADVISORS, LLC | 4 | 4 | 0.32% | 0.40% | 0.59% | Q1 2018 | Q4 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.54% | 0.60% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 3.53% | 3.71% | 3.84% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.10% | 0.23% | 0.36% | Q2 2020 | Q1 2021 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.42% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.05% | 1.03% | 3.90% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
ADE, LLC | 4 | 4 | 2.41% | 2.47% | 2.54% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.04% | 0.26% | 0.65% | Q4 2021 | Q3 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q1 2023 | 4 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.25% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.28% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.51% | 0.52% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 2 | 2 | 0.06% | 0.25% | 0.44% | Q1 2021 | Q4 2022 | 4 |
Compass Financial Group, Inc. | 4 | 4 | 5.93% | 6.16% | 6.32% | Q1 2019 | Q4 2019 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.18% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Wealth Advisors of Iowa, LLC | 4 | 4 | 0.18% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 1.00% | 1.39% | 2.18% | Q4 2022 | Q3 2023 | 4 |
Copperwynd Financial, LLC | 3 | 1 | 1.24% | 1.42% | 1.60% | Q1 2018 | Q3 2019 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.52% | 0.54% | 0.57% | Q4 2018 | Q3 2019 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 0.20% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Straight Path Wealth Management | 4 | 4 | 1.18% | 1.31% | 1.43% | Q4 2021 | Q3 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.21% | 0.32% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
Destiny Capital Corp/CO | 3 | 3 | 0.66% | 0.78% | 0.96% | Q4 2022 | Q2 2023 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.29% | 0.35% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q2 2018 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.78% | 0.94% | 1.06% | Q1 2021 | Q3 2021 | 3 |
Glovista Investments LLC | 3 | 3 | 0.25% | 0.37% | 0.55% | Q4 2020 | Q2 2021 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q1 2019 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.27% | 0.48% | 0.66% | Q3 2020 | Q1 2021 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.19% | 2.30% | 2.45% | Q4 2021 | Q2 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 1.67% | 1.93% | 2.41% | Q1 2023 | Q3 2023 | 3 |
Renasant Bank | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.09% | 0.14% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Beacon Pointe Wealth Advisors, LLC | 3 | 3 | 0.13% | 0.37% | 0.54% | Q2 2019 | Q4 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 0.08% | 0.22% | 0.44% | Q3 2018 | Q1 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Arcadia Wealth Management, LLC | 3 | 3 | 0.28% | 0.85% | 1.25% | Q4 2022 | Q2 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Madrona Financial Services, LLC | 3 | 3 | 1.78% | 2.02% | 2.34% | Q2 2019 | Q4 2019 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Tidal Investments LLC | 2 | 1 | 2.40% | 4.79% | 6.73% | Q1 2020 | Q2 2022 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
MARYLAND CAPITAL ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.52% | 0.72% | 0.84% | Q1 2023 | Q3 2023 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.09% | 0.52% | 1.33% | Q3 2019 | Q1 2020 | 3 |
SILVERHAWK ASSET MANAGEMENT, LLC | 3 | 3 | 2.42% | 2.87% | 3.19% | Q4 2021 | Q2 2022 | 3 |
Pension Partners, LLC | 2 | 1 | 22.25% | 22.92% | 23.26% | Q4 2018 | Q3 2019 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.17% | 0.38% | Q4 2018 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.33% | 0.38% | 0.43% | Q2 2022 | Q4 2022 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q3 2020 | 3 |
FINANCIAL CONSULATE, INC | 3 | 3 | 0.16% | 0.28% | 0.37% | Q1 2018 | Q3 2018 | 3 |
Trek Financial, LLC | 3 | 3 | 0.12% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 0.63% | 1.05% | 1.31% | Q4 2020 | Q2 2021 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 2.62% | 3.23% | 3.55% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2017 | Q2 2018 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 3 | 0.21% | 2.08% | 4.00% | Q4 2019 | Q2 2020 | 3 |
Crossmark Global Holdings, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.11% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
SkyOak Wealth, LLC | 2 | 1 | 0.06% | 0.24% | 0.59% | Q4 2019 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 4.40% | 4.56% | 4.70% | Q4 2018 | Q2 2019 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Private Wealth Group, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Derbend Asset Management | 3 | 3 | 0.21% | 0.22% | 0.25% | Q3 2021 | Q1 2022 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 1.80% | 1.85% | 1.96% | Q1 2021 | Q3 2021 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Elevated Capital Advisors, LLC | 2 | 1 | 0.20% | 0.29% | 0.44% | Q2 2020 | Q1 2021 | 3 |
Danda Trouve Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Systelligence, LLC | 3 | 3 | 0.68% | 1.53% | 2.42% | Q4 2019 | Q2 2020 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PFG Advisors | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 2.07% | 2.96% | 3.52% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.18% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.38% | 0.56% | 0.89% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 2 | 1 | 2.38% | 2.55% | 2.80% | Q1 2019 | Q4 2019 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Aspire Wealth Management Corp | 2 | 1 | 0.18% | 0.31% | 0.38% | Q1 2022 | Q4 2022 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 1.31% | 1.47% | 1.58% | Q2 2021 | Q4 2021 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.10% | 0.17% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.50% | 0.65% | 0.80% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.65% | 0.70% | 0.76% | Q2 2019 | Q3 2019 | 2 |
Peak Financial Management, Inc. | 2 | 2 | 0.68% | 1.62% | 2.56% | Q2 2023 | Q3 2023 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 0.16% | 0.73% | 1.30% | Q4 2021 | Q1 2022 | 2 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q4 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.18% | 1.00% | 1.82% | Q4 2019 | Q1 2020 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 1.89% | 2.12% | 2.35% | Q4 2019 | Q1 2020 | 2 |
Rockwood Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.57% | 0.77% | 0.98% | Q4 2019 | Q1 2020 | 2 |
RESTON WEALTH MANAGEMENT LLC | 2 | 2 | 0.52% | 0.64% | 0.75% | Q2 2022 | Q3 2022 | 2 |
Shore Point Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.97% | 1.16% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Flower City Capital | 2 | 2 | 0.17% | 0.28% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.04% | 0.13% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.55% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Vestmark Advisory Solutions, Inc. | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.36% | 0.79% | 1.22% | Q1 2018 | Q4 2020 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.24% | 0.48% | 0.72% | Q4 2017 | Q1 2018 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
JRM Investment Counsel, LLC | 2 | 2 | 0.33% | 0.42% | 0.52% | Q4 2017 | Q1 2018 | 2 |
Diversified, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Acropolis Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.87% | 2.06% | 3.25% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
BCK Partners, Inc. | 2 | 2 | 0.16% | 0.24% | 0.32% | Q3 2022 | Q4 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Hexagon Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q1 2018 | Q1 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Old Port Advisors | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Values Added Financial LLC | 2 | 2 | 4.02% | 4.20% | 4.38% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.56% | 0.67% | 0.77% | Q2 2023 | Q3 2023 | 2 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.33% | 0.42% | 0.51% | Q3 2019 | Q4 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 6.56% | 6.56% | 6.57% | Q4 2020 | Q1 2021 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.76% | 0.81% | 0.87% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 2 |
Novak Financial Planning, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
S. R. Schill & Associates | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2018 | Q2 2018 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Strategies Wealth Advisors, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2023 | Q3 2023 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 3.76% | 3.76% | 3.76% | Q1 2020 | Q1 2020 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2019 | Q4 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Alpha Financial Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2019 | Q4 2019 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bernicke Wealth Management, Ltd. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2018 | Q1 2018 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
Resource Planning Group | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apexium Financial, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2019 | Q3 2019 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2023 | Q1 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2023 | Q4 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2020 | Q1 2020 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2012 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2019 | Q3 2019 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
IFG Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2022 | Q4 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Callan Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2018 | Q1 2018 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2018 | Q1 2018 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2018 | Q4 2018 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Hassell Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Baron Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.